XAI Octagon Floating Rate & Alternative Income Term Trust Will Host Q1 2023 Quarterly Webinar on May 25, 2023
May 09 2023 - 4:15PM
Business Wire
XAI Octagon Floating Rate & Alternative Income Term Trust
(NYSE: XFLT) (the “Trust”) today announced that it plans to host
the Trust’s Quarterly Webinar on May 25, 2023 at 12:00 pm (Eastern
Time). Kimberly Flynn, Managing Director at XA Investments (“XAI”)
will moderate the Q&A style webinar with Steven Perry, Vice
President at XAI, and Gretchen Lam, Senior Portfolio Manager at
Octagon Credit Investors.
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 that option and
call in using a number below, based on your current location.
Dial: (312) 626-6799 or (267) 831-0333
or (646) 558-8656 or (213) 338-8477 or (720) 928-9299 Webinar
ID: 895 6979 9331 Passcode: 777339
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, $34.6B
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
Foreside Fund Services, LLC - Distributor
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version on businesswire.com: https://www.businesswire.com/news/home/20230509006126/en/
Steven Perry, Vice President XA Investments LLC Phone:
312-374-6933 Email: SPerry@XAInvestments.com
www.xainvestments.com
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