Upcoming Webinar on Q2 2025 Insights for XAI Octagon Trust

Author: Lucas Young Updated: 08-14-2025 04:31 PM

Webinar Announcement for XAI Octagon Floating Rate Trust

CHICAGO – XAI Octagon Floating Rate & Alternative Income Trust (XFLT) has exciting news for investors and interested parties. The Trust has announced it will be hosting its Quarterly Webinar on August 26, 2025, at 11:00 AM Eastern Time. The webinar will be an engaging Q&A format moderated by Kevin Davis, Managing Director at XA Investments, featuring insights from Kimberly Flynn, President at XAI, and Lauren Law, Senior Portfolio Manager at Octagon Credit Investors.

How to Join the Webinar

To join the webinar, participants can visit the Knowledge Bank section of the XAI website. For those preferring to participate via telephone, specific dial-in numbers are provided. Attendees should select their preferred option after joining online.

Dial-In Information

Participants can call in using any of the following numbers based on their location: (312) 626 6799, (646) 558 8656, (267) 831 0333, (720) 928 9299, or (213) 338 8477. The Webinar ID is 879 3046 7211. After the live webinar, a replay will be made available in the Knowledge Bank section as well.

Investment Objectives of the Trust

The primary goal of the XAI Octagon Floating Rate & Alternative Income Trust is to achieve a solid total return, focusing heavily on income generation throughout various phases of the credit cycle. The Trust pursues this goal by managing a diversified portfolio primarily within the private credit markets. Typically, the Trust aims to invest at least 80% of its managed assets in floating rate credit instruments and structured credit investments. Investors should be aware that the Trust, like all investments, carries risks and there is no guarantee of achieving its objectives.

About XA Investments

Founded in 2016, XA Investments LLC serves as the investment adviser for this Trust and two additional funds. Based in Chicago, the company specializes in investment fund structuring and consulting services tailored to meet the needs of institutional clients. XA Investments recognizes the growing demand for innovative vehicles that provide access to alternative investment strategies and managers.

Joining the Investing Community

As investors look for ways to diversify their portfolios further, the webinar will delve into various aspects of investment strategies tailored towards both existing stakeholders and potential investors interested in the XAI Octagon Floating Rate & Alternative Income Trust. By participating in this webinar, attendees will gain valuable insights that can help inform their investment decisions.

Frequently Asked Questions

What is the purpose of the XAI Octagon Floating Rate & Alternative Income Trust?

The Trust aims to provide attractive total returns with a focus on income by investing primarily in floating rate credit instruments and structured credit investments.

When will the webinar take place?

The Q2 2025 Quarterly Webinar is scheduled for August 26, 2025, at 11:00 AM Eastern Time.

Who are the speakers at the webinar?

The webinar will feature Kevin Davis, Kimberly Flynn, and Lauren Law, who will discuss the Trust's updates and answer questions.

How can I join the webinar?

Participation can be done via the web by visiting the XAI Investments website or by dialing into one of the provided phone numbers.

Will the webinar be recorded?

Yes, a replay of the webinar will be available in the Knowledge Bank section of the XAI Investments website for those who cannot attend live.

About The Author

Even at just 28 years old, Lucas Young has made a name for himself as a writer and financial expert. Lucas is a gifted communicator of difficult financial ideas and has written a number of well-received books and articles that appeal to both new and experienced investors. The financial world has come to rely on his perceptive analysis and useful counsel. Many people have been enabled to make wise investment decisions by Lucas's commitment to financial literacy and his ability to demystify the complexities of the market. Lucas is still dedicated to advising and teaching people on their financial journeys as he shares his knowledge.

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