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West Potomac Capital to Launch Inaugural Alternative Credit Fund

September 29, 2020

ARLINGTON, VA. -- West Potomac Capital LLC plans to launch an alternative credit fund, WPC Preferred Opportunity Fund LP (the “Fund”), in the fourth quarter of 2020. The Fund will focus on investments in capital securities of financial services companies including subordinated debt, trust preferred securities, other hybrid capital securities and preferred stock. The investment strategy will be anchored on bottom‐up fundamental credit analysis and informed by decades of deep strategic interactions with management teams and boards of directors. The Fund will also seek to capitalize on technical trading inefficiencies in these securities and event and regulatory driven opportunities, such as industry consolidation.

“The financial sector is notoriously cyclical and significant volatility, credit disruption and financial uncertainty, as observed in the current environment, occurs every 10 or 15 years. This creates investment opportunities for those with deep sector expertise and a unique understanding of the Governmental response”, said West Potomac Capital LLC founder Trevor Montano.

“We believe the U.S. Banking sector entered the current economic downturn from a position of strength, with far superior capital and liquidity relative to the Global Financial Crisis. Robust balance sheets coupled with the U.S. Fiscal and Monetary response to COVID‐19 should position the sector to support customers and help fuel the economic recovery.”

About West Potomac Capital LLC.

West Potomac Capital LLC is a Washington, D.C. area based alternative asset management firm focused on the financial services sector. It was founded by Trevor Montano, who has over 20 years of experience in investment banking and portfolio management focused on the financial services industry. He served as the Chief Investment Officer at the U.S. Department of the Treasury from 2014 to 2017. During his time in public service, Trevor was responsible for managing over $5 billion of financial institution investments made by the U.S. Government as part of the Troubled Asset Relief Program (TARP) during the Global Financial Crisis. He also served on over 10 bank and bank holding company boards of directors during his tenure. In addition to managing the TARP portfolio, Trevor is an accomplished corporate finance advisor having completed over 30 strategic M&A and capital raising transactions for financial institutions worth over $35 billion.