Tune in to hear:

- Can Manish give a bit of background on Potomac and what has changed since he took the helm?

- Potomac is very committed to transparency and the idea of building in public. What has this process been like and what benefits have they seen from this approach? When have they had to follow through on their commitment to being honest about their shortcomings?

- Has there ever been a weakness or failing that sort of tested his willingness to be transparent about it?

- How does Manish balance his desire to be approachable and genuine with not wanting to appear unserious about a very serious thing?

- Of all the marketing campaigns Potomac has done, which one does Manish think was the most compelling?

- Can the literal construction of a portfolio help clients to stay the course? What is the role of product design in bringing about positive behavioral outcomes?

https://potomacfund.com

Compliance Code: 0824-OAS-3/20/2023