Join the XAI Octagon Trust Webinar to Learn About Future Plans
Upcoming Webinar for XAI Octagon Floating Rate & Alternative Income Trust
XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) is gearing up for an exciting opportunity to connect with stakeholders. The Trust will host a Quarterly Webinar providing insights and a platform for discussion. This event is set to take place on the 5th of March, 2025, at 11:00 AM Eastern Time.
Key Participants in the Webinar
The webinar will be moderated by Kevin Davis, a Managing Director at XA Investments. He will be joined by Kimberly Flynn, President of XA Investments, as well as Lauren Law, who holds the position of Senior Portfolio Manager at Octagon Credit Investors. These industry leaders will share valuable information regarding the Trust’s strategies and performance.
How to Participate
For those interested in joining the webinar online, simply visit the Knowledge Bank section of the XA Investments website. Participants can register to gain access to the event, enhancing their understanding of the Trust’s operations. The session will also allow for audience interaction, enabling questions to be raised and addressed live.
Alternatives for Joining
Should attendees prefer to use a telephone during the session, they can select the appropriate option after joining via the web. A variety of numbers will be provided for those calling in from different regions, ensuring that everyone can easily participate. The Webinar ID, essential for phone access, will be shared during the registration process.
Investment Objectives of the Trust
The XAI Octagon Floating Rate & Alternative Income Trust aims to deliver an attractive total return, with a strong focus on income generation throughout various stages of the credit cycle. To achieve this objective, the Trust predominantly invests in a carefully managed portfolio located primarily within the private credit markets.
Investment Strategy Overview
Under typical market conditions, the Trust commits at least 80% of its Managed Assets to floating rate credit instruments as well as various structured credit investments. While the Trust has a robust strategy, it’s important to note that there are inherent risks, and the achievement of investment objectives cannot be guaranteed.
Trading Information and Share Structure
The Trust’s common shares are actively traded on the New York Stock Exchange under the ticker symbol “XFLT.” Additionally, the Trust offers 6.50% Series 2026 Term Preferred Shares, available under the symbol “XFLTPRA.” This trading aspect highlights the Trust’s commitment to maintaining a presence in the market for both individual and institutional investors.
About XA Investments
XA Investments LLC serves as the Trust’s investment adviser and plays a vital role in guiding investment strategies. Founded in April 2016 by XMS Capital Partners, XAI specializes in investment fund structuring and consulting services, particularly focused on registered closed-end funds that cater to institutional clients. XAI strives to provide innovative products, granting individual investors access to institutional-grade alternative managers that were previously difficult to reach.
Background of XMS Capital Partners
XMS Capital Partners, LLC has been in operation since 2006, providing a range of services including mergers and acquisitions, corporate advisory, and asset management across various geographic locations. With offices in major cities, the firm is positioned to offer comprehensive financial guidance tailored to diverse client needs.
About Octagon Credit Investors
Octagon Credit Investors, LLC, serves as the investment sub-adviser for the Trust. With over 25 years of experience and managing a substantial portfolio focused on below-investment grade corporate credit, Octagon utilizes fundamental credit analysis and strategic portfolio management to uncover attractive investment opportunities across asset classes.
Investor Considerations
Investors should carefully evaluate the investment objectives, policies, risk considerations, and associated expenses of the Trust before proceeding with any investments. Awareness of potential tax implications and the necessity to consult with a professional advisor regarding personal tax situations is vital as various taxes may apply.
Frequently Asked Questions
What is the date and time of the XAI webinar?
The quarterly webinar will take place on March 5, 2025, at 11:00 AM Eastern Time.
Who will be moderating the webinar?
Kevin Davis, Managing Director at XA Investments, will serve as the moderator.
How can I participate in the webinar?
You can participate via the Knowledge Bank section on the XA Investments website, where registration will be available.
What is the investment strategy of the Trust?
The Trust aims for attractive total returns with an emphasis on income, primarily investing in floating rate credit instruments.
What are the trading symbols for the Trust's shares?
The Trust trades under the symbols “XFLT” for common shares and “XFLTPRA” for the 6.50% Series 2026 Term Preferred Shares.
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