Upcoming Quarterly Webinar Details for the Trust
Chicago-based XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) is gearing up to host its Quarterly Webinar, offering investors an excellent opportunity to engage with the management team. Mark your calendars for this interactive session scheduled for August 26, 2025, at 11:00 am (Eastern Time). This event promises valuable insights from industry experts.
Meet the Panelists
The webinar will be moderated by Kevin Davis, the Managing Director at XA Investments. He will be joined by Kimberly Flynn, the President of XA Investments, and Lauren Law, the Senior Portfolio Manager at Octagon Credit Investors. Together, they will navigate through various topics concerning the Trust and its investment strategies.
How to Participate in the Webinar
Investors can join the webinar easily through the Knowledge Bank section on the XAI Investments website. To access the online registration link, simply visit there. Participants who would prefer to use their phones for audio can do so by selecting that option during the registration and using the appropriate dial-in number based on their location. The available numbers include (312) 626 6799 and (646) 558 8656.
What You Can Expect
During the session, attendees will have the chance to ask questions directly, facilitating a deeper understanding of the Trust's performance and strategic outlook. A replay of the webinar will also be made available post-event on the website for those who cannot attend.
Understanding the Trust’s Investment Approach
The investment objective of XAI Octagon is to pursue attractive total returns with a distinct emphasis on income generation throughout various phases of the credit cycle. The Trust aims to achieve this target by maintaining a diversified portfolio, primarily concentrating on private credit markets. Under standard market conditions, the Trust plans to invest at least 80% of its Managed Assets in floating rate credit instruments and structured credit opportunities.
Important Considerations for Investors
Investors should recognize that there are no guarantees regarding the fulfillment of the Trust's investment objectives. Additionally, the common shares of the Trust are traded on the New York Stock Exchange under the symbol “XFLT,” while its 6.50% Series 2026 Term Preferred Shares are traded under “XFLTPRA.” This information is crucial for those considering investing in these financial products.
About XA Investments
Founded in 2016 by XMS Capital Partners, XA Investments LLC is dedicated to providing investment solutions and advisory services. Its expertise spans two listed closed-end funds and an interval closed-end fund, including the XAI Octagon Trust. They believe in leveraging alternative investment strategies and innovative approaches to better serve their clients’ needs.
Background on XMS Capital Partners
With a rich history dating back to 2006, XMS Capital Partners, LLC, operates as an independent financial services provider with a global reach. The firm specializes in M&A, corporate advisory, and asset management. They maintain multiple offices, including locations in Chicago, Boston, and London.
Octagon Credit Investors: Investment Sub-Adviser
As the Trust’s investment sub-adviser, Octagon Credit Investors brings over 30 years of experience in corporate credit investments. They manage a substantial portfolio focused on leveraged loans and high yield bonds. Their methodology hinges on thorough credit analysis and active management, ensuring they capitalize on valuable investment opportunities.
Final Thoughts on Investment Strategies
As investors contemplate their financial strategies, the insights from the upcoming webinar could provide a clearer perspective on navigating the complexities of the credit market. Those interested in learning more about the Trust or who wish to explore the investment opportunities available should consider registering for this informative session.
Frequently Asked Questions
What is the XAI Octagon Floating Rate Trust?
The XAI Octagon Floating Rate & Alternative Income Trust focuses on investment opportunities in private credit markets, aiming for income and attractive returns.
Who will be speaking during the webinar?
The panel will feature Kevin Davis, Kimberly Flynn, and Lauren Law, offering insights on the Trust's strategies and performance.
How can I join the webinar?
You can join via the Knowledge Bank section of XAI Investments’ website or call in using one of the provided numbers for audio.
What are the key investment focuses of the Trust?
The Trust primarily focuses on floating rate credit instruments and structured credit investments to generate income and capital appreciation.
Where can I find more information post-webinar?
A replay of the webinar will be accessible on the XAI Investments website, allowing you to catch any missed details and insights.
