WCNCR - Investment Affinity Group Presents Investing in Hedge Funds, A Discussion with Wharton Alumni Jon Holtaway

Date and Time
Thursday, August 13, 2020
6:00pm— 7:00pm
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Washington, DC 20242
United States
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David Hinson


We are pleased to present Wharton Alumni Jon Holtaway, President of Ategra Capital Management. Jon has successfully built and manages proprietary hedge funds targeting non-institutional investors.

When: Thurs,. August 13
Time: 6:00pm 
Moderator: David Hinson 

Jon will discuss the following topics:
  • Are hedge funds a good investment opportunity for individual investors in the current market?
  • Hedge fund investing- risks, rewards and what to look for
  • How to build and market a successful hedge fund
Who Should Attend: Those interested in increasing their wealth base, working with or launching a hedge fund, raising capital 

Zoom Meeting details will be included in your RSVP confirmation email.  Please check your inbox!

Jon Holtaway
is President of Atega Capital Management, LLC, a company he co-founded in May 2005. He also was co-founder of 1st Portfolio Holding Corporation, a fee-based financial services company, which opened in 2009 and was sold to WashingtonFirst Bankshares, in 2015 (WashingtonFirst sold to Sandy Spring Bancorp in 2018).  Jon is currently Director of Hawthorn Bancshares, Inc. (HWBK) a publicly-listed bank holding company.

Jon has been a bank investor and advisor since 1992 when he joined Danielson Associates, Inc. (merged with Ambassador Financial Group, Inc. in 2011), a Rockville, Maryland based firm where he was an Associate, Senior Vice President and Partner. His expertise includes merger advisory, equity valuation and strategic planning.

Jon has presented at bank industry conferences including the Pennsylvania Bankers Association and the Virginia Bankers Association. He is a graduate of the University of Pennsylvania Wharton School with a B.S. in Economics and a B.A. in History. In 2013, he authored the book, The Growth Penalty: Unfinished Business, Banking and the American Recovery. He lives in Vienna, Virginia with his wife and three children.

If you have not already, please visit the Investment Affinity Group page.


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Washington, DC 20242, United States,
by public transit by car by bike Walking