XA Investments Welcomes Paul Dunn as Senior Advisor
XA Investments Welcomes Paul Dunn to Leadership Team
XA Investments LLC (XAI) has announced the appointment of Paul Dunn as a Senior Advisor. This move is significant for the firm, which is recognized for providing individual investors access to institutional-quality alternative investment managers. Dunn's extensive background in investment management, particularly his recent tenure at Bluerock Capital Markets, positions him uniquely to contribute to XAI's mission of growing the interval fund marketplace.
Expertise in Alternative Investment Strategies
Paul Dunn brings a profound understanding of the investment landscape, especially within alternative strategies, to XA Investments. He has played a pivotal role in expanding the reach and appeal of interval funds, which have gained popularity among advisors and investors who seek diversified portfolios with potential for strong returns.
Paul Dunn's Background and Experience
Prior to his role at XA Investments, Dunn excelled as Executive Vice President of Bluerock Capital Markets, where he was instrumental in leading the wholesaling team and enhancing operational efficiencies. His expertise extends beyond traditional fund management; he possesses significant experience in compliance, operations, and capital planning.
Contributions at Bluerock Capital
Dunn's leadership at Bluerock Capital was marked by the successful launch of two notable interval funds: the Bluerock Total Income+ Real Estate Fund and the Bluerock High Income Institutional Credit Fund. These funds reflect his capability to develop investment products that meet the evolving needs of investors.
Vision for XA Investments
As a Senior Advisor at XA Investments, Dunn is dedicated to enhancing the firm’s sales and distribution strategy in the alternative assets space. He expresses enthusiasm about collaborating with the team to educate financial advisors, insurance companies, and asset allocators about the benefits of alternative investments within a registered fund structure.
Educational Initiatives in the Marketplace
Dunn's goal includes expanding the network of potential buyers for these funds. His commitment to financial education aims to empower advisors and investors, enabling them to make informed decisions that align with their financial goals.
About XA Investments
Founded in 2016 and based in Chicago, XA Investments LLC serves as the investment adviser for a closed-end fund and an interval closed-end fund, namely the XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) and the Octagon XAI CLO Income Fund. With a focus on registered closed-end funds, XA Investments offers a suite of services, including investment advisory and consultancy, to cater to institutional needs.
Commitment to Alternative Investments
XA Investments is dedicated to innovating investment opportunities, allowing investors to explore a diverse range of alternative investment strategies. Their commitment to providing comprehensive market research and product development reflects their aim to support clients in achieving their investment objectives.
About XMS Capital Partners
XMS Capital Partners, established in 2006, is another leading firm associated with XA Investments. It provides a comprehensive array of M&A, corporate advisory, and asset management services, with a presence in major cities globally. Their expertise complements XA Investments' offerings and enhances the value delivered to clients.
Frequently Asked Questions
Who is Paul Dunn?
Paul Dunn is the newly appointed Senior Advisor for XA Investments, bringing extensive experience from Bluerock Capital Markets.
What role will Dunn play at XA Investments?
Dunn will advise on sales and distribution, focusing on expanding the interval fund market and educating potential investors.
What is XA Investments known for?
XA Investments specializes in alternative investment management and provides access to institutional-grade fund strategies.
What funds does XA Investments manage?
XA Investments manages both the XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) and the Octagon XAI CLO Income Fund.
How does XA Investments support investors?
The firm offers investment advisory services, fund structuring, and consulting to help institutional clients meet their investment goals.
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