XAI Octagon Floating Rate & Alternative Income Term Trust Will Host Q2 2021 Quarterly Webinar on August 17, 2021
August 12 2021 - 4:15PM
Business Wire
XAI Octagon Floating Rate & Alternative Income Term Trust
(the “Trust”) today announced that it plans to host the Trust’s
Quarterly Webinar on August 17, 2021 at 11:00 am (Eastern Time).
The Trust will discuss the three-month period ending June 30, 2021.
Robert Chenoweth, Vice President of Internal Sales at XA
Investments (“XAI”) will moderate the Q&A style webinar with
Kimberly Flynn, Managing Director at XAI, and Gretchen Lam, Senior
Portfolio Manager at Octagon Credit Investors.
All interested parties are welcome to attend.
TO JOIN VIA WEB: Please go to the Knowledge Bank section
of xainvestments.com or click here to find the online registration
link.
TO USE YOUR TELEPHONE: After joining via web, if you
prefer to use your phone for audio, you must select "Use Telephone"
and call in using the numbers below.
United States: +1 (562) 247-8422 Access Code:
812-910-890 Audio PIN: Shown after joining the webinar
REPLAY: A replay of the webinar will be available in the
Knowledge Bank section of xainvestments.com or through the same
registration link previously used.
The investment objective of the Trust is to seek attractive
total return with an emphasis on income generation across multiple
stages of the credit cycle. The Trust seeks to achieve its
investment objective by investing in a dynamically managed
portfolio of opportunities primarily within the private credit
markets. Under normal market conditions, the Trust will invest at
least 80% of its Managed Assets in floating rate credit instruments
and other structured credit investments. There can be no assurance
that the Trust will achieve its investment objective.
The Trust’s common shares are traded on the New York Stock
Exchange under the symbol “XFLT,” and the Trust’s 6.50% Series 2026
Term Preferred Shares are traded on the New York Stock Exchange
under the symbol “XFLTPRA.”
About XA Investments XA Investments LLC (“XAI”) serves as
the Trust’s investment adviser. XAI is a Chicago-based firm founded
by XMS Capital Partners in April, 2016. In addition to investment
advisory services, the firm also provides investment fund
structuring and consulting services focused on registered
closed-end funds to meet institutional client needs. XAI offers
custom product build and consulting services, including development
and market research, sales, marketing, fund management and
administration. XAI believes that the investing public can benefit
from new vehicles to access a broad range of alternative investment
strategies and managers. XAI provides individual investors with
access to institutional-caliber alternative managers. For more
information, please visit www.xainvestments.com.
About XMS Capital Partners XMS Capital Partners, LLC,
established in 2006, is a global, independent, financial services
firm providing M&A, corporate advisory and asset management
services to clients. It has offices in Chicago, Boston and London.
For more information, please visit www.xmscapital.com.
About Octagon Credit Investors Octagon Credit Investors,
LLC (“Octagon”) serves as the Trust’s investment sub-adviser.
Octagon is a 25+ year old, $27.6B below-investment grade corporate
credit investment adviser focused on leveraged loan, high yield
bond and structured credit (CLO debt and equity) investments.
Through fundamental credit analysis and active portfolio
management, Octagon’s investment team identifies attractive
relative value opportunities across below-investment grade asset
classes, sectors and issuers. Octagon’s investment philosophy and
methodology encourage and rely upon dynamic internal communication
to manage portfolio risk. Over its history, the firm has applied a
disciplined, repeatable and scalable approach in its effort to
generate attractive risk-adjusted returns for its investors. For
more information, please visit www.octagoncredit.com.
XAI does not provide tax advice; please consult a professional
tax advisor regarding your specific tax situation. Income may be
subject to state and local taxes, as well as the federal
alternative minimum tax.
Investors should consider the investment objectives and
policies, risk considerations, charges and expenses of the Trust
carefully before investing. For more information on the Trust,
please visit the Trust’s webpage at
www.xainvestments.com.
This press release shall not constitute an offer to sell or a
solicitation to buy, nor shall there be any sale of these
securities in any state or jurisdiction in which such offer or
solicitation or sale would be unlawful prior to registration or
qualification under the laws of such state or jurisdiction.
NOT FDIC INSURED
NO BANK GUARANTEE
MAY LOSE VALUE
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version on businesswire.com: https://www.businesswire.com/news/home/20210812005784/en/
Kimberly Flynn, Managing Director XA Investments LLC Phone:
888-903-3358 Email: KFlynn@XAInvestments.com
www.xainvestments.com
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