Upcoming Quarterly Webinar for XAI Octagon Trust
XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) is gearing up for its Quarterly Webinar, scheduled for June 4, 2025. This event offers an excellent opportunity for investors to engage directly with the Trust's leadership and gain insights into market trends and investment strategies.
Details of the Webinar
The webinar is set to commence at 12:00 PM Eastern Time, with Kevin Davis, Managing Director at XA Investments, moderating the session. He will be joined by Kimberly Flynn, President of XA Investments, and Lauren Law, Senior Portfolio Manager at Octagon Credit Investors. This engaging Q&A format promises to cover various topics relevant to investors.
How to Participate in the Webinar
There are two convenient options for attending the webinar. Participants can join via the web by visiting the Knowledge Bank section of the XA Investments website, or they may call in for audio if preferred. For those utilizing their phones, various local numbers will be provided, alongside a unique Webinar ID to ensure a seamless experience.
Accessing the Replay
If you cannot attend the live event, don't worry! A replay of the webinar will be made available in the Knowledge Bank section on the XAI website for future viewing.
Understanding the Trust’s Investment Objectives
The core aim of the XAI Octagon Floating Rate & Alternative Income Trust is to pursue a compelling total return while prioritizing income generation throughout multiple stages of the credit cycle. To achieve this goal, the Trust actively invests in a well-managed portfolio, primarily focusing on opportunities within the private credit markets. Typically, at least 80% of its Managed Assets are allocated to floating rate credit instruments and structured credit investments.
Investment Strategy Overview
Even though there are inherent risks in investing, the Trust remains committed to its strategy, which is designed to adapt according to market conditions. Investors should maintain realistic expectations regarding the potential for returns and the risks involved.
About XA Investments
XA Investments LLC, based in Chicago and founded in 2016, serves as the investment adviser for the Trust. The firm specializes in investment fund structuring and consulting services tailored to meet institutional client needs. It aims to provide novel access points for individual investors to a range of alternative investment strategies.
Role of XMS Capital Partners
XMS Capital Partners, established in 2006, acts as an important player in the financial services sector, offering services in M&A and corporate advisory, with a strong focus on asset management. Their insights and expertise bolster the advisory framework surrounding the Trust.
About Octagon Credit Investors
Octagon Credit Investors, a trusted name for over 30 years, specializes in below-investment grade corporate credit investments. With assets under management totaling $33.1 billion, their investment strategies rely on comprehensive credit analysis and strategic portfolio management to seize value-added opportunities.
Commitment to Risk Management
The investment philosophy at Octagon underscores rigorous internal communication and a disciplined approach to risk management, crucial in navigating the high-yield credit landscape successfully.
Additional Information for Investors
As you consider your investment options, it is recommended that investors review the Trust’s objectives and associated risks carefully. Comprehensive details surrounding these factors are readily available through the Trust’s website.
Media Contact
For further inquiries, Kimberly Flynn, President of XA Investments, can be reached at 312-374-6931 or via email at kflynn@xainvestments.com. Details about XA Investments can be found on their official website.
Frequently Asked Questions
What is the date and time of the Q1 2025 Webinar?
The Q1 2025 Webinar is scheduled for June 4, 2025, at 12:00 PM Eastern Time.
Who will be moderating the webinar?
Kevin Davis, Managing Director at XA Investments will be moderating the webinar.
How can I access the webinar?
Participants can join the webinar via a web link found in the Knowledge Bank section of XAI Investments' website or by calling in for audio participation.
Will there be a replay available?
Yes, a replay will be available in the Knowledge Bank section of the XAI Investments website after the live event.
What is the investment objective of the Trust?
The Trust aims for attractive total returns with an emphasis on income generation across various credit cycles.
