Strategy Focus:

Hedge Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, and Direct Deals

Jon Conner, CFA, CAIA

Managing Director

Jon Conner is the Managing Director of JC Strategic Capital LLC.

Mr. Conner focuses on advising investment managers on institutional readiness, capital raising strategy, investor communications, and distribution. His work centers on helping emerging and established managers refine positioning, develop institutional-quality materials, and execute targeted outreach to sophisticated allocators including endowments, foundations, family offices, and RIAs.

JC Strategic Capital LLC serves as a strategic advisory platform supporting managers at key inflection points, where performance must be paired with clear articulation, robust analytics, and disciplined investor engagement to successfully access institutional capital.

Prior to founding JC Strategic Capital, Mr. Conner spent over a decade at BofA Securities as a Director in Institutional Sales, focusing on Asia Pacific equities. In this role, he was responsible for developing and maintaining relationships with leading institutional investors, originating investment ideas, and facilitating capital markets transactions, including IPO allocations. He was consistently recognized as a top performer and played a key role in elevating the firm’s West Coast institutional franchise.

Earlier in his career, Mr. Conner spent 8 years living and working in Hong Kong, where he held institutional sales roles at UBS and Credit Suisse, focusing on global equity markets and building relationships with institutional investors across Asia.

He later joined Guggenheim Partners, where he served as an investment analyst covering global equities, including the retail sector, before advancing to Managing Director on the Portfolio Strategist team. In that role, he led efforts across ETFs, liquid alternatives, mutual funds, and hedge funds, overseeing product positioning, investor communications, and performance analytics, and helping to launch and market a range of investment strategies.

Mr. Conner holds a Bachelor of Arts from the University of California, Berkeley. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA).

Mr. Conner holds Series 7, 63, and 65 licenses with FINRA.

Mr. Conner is also a private pilot with an instrument rating and is based in the San Francisco Bay Area.