Join the XAI Octagon Trust for an Insightful Webinar
In a significant announcement made recently, XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) revealed its plans to host an engaging Quarterly Webinar on December 2, 2025, at 12:00 pm (Eastern Time). This event will allow investors to gain valuable insights into the Trust’s strategies and performance during the past quarter.
Meet the Moderator and 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 XAI, and Lauren Law, a Senior Portfolio Manager at Octagon Credit Investors. This trio brings a wealth of experience and knowledge to discuss market trends and investment opportunities.
How to Attend the Webinar
If joining online is your preference, simply navigate to the Knowledge Bank section of XAI Investments’ official website to find the registration link. Attendees also have the option to join via telephone for audio communication during the session. Various call-in numbers are available for participants based on their location, which can be easily accessed through the webinar platform.
Webinar Replay Availability
For those unable to attend the live session, a replay will be made available shortly after the event, ensuring that all interested individuals can review the discussions and analysis at their convenience.
Understanding the Investment Objective
The Trust's fundamental goal is to achieve an attractive total return while focusing heavily on income generation across different phases of the credit cycle. The commitment to dynamic management is vital for seizing opportunities primarily within the private credit markets. Notably, the Trust aims to allocate at least 80% of its Managed Assets into floating rate credit instruments and other structured credit investments, though actual results may vary.
Trading Information for Investors
XAI Octagon’s common shares trade under the ticker symbol “XFLT” on the New York Stock Exchange. Additionally, the Trust’s 6.50% Series 2026 Term Preferred Shares trade under “XFLTPRA.” Knowing these symbols is beneficial for investors interested in acquiring shares or monitoring performance.
About XA Investments
XA Investments LLC, founded in 2016 and headquartered in Chicago, plays a pivotal role as the investment adviser for multiple closed-end funds. These include the XAI Octagon Floating Rate & Alternative Income Trust, the XAI Madison Equity Premium Income Fund, and the Octagon XAI CLO Income Fund. In addition to investment advisory services, XAI offers tailored consulting services aimed at institutional clients seeking innovative investment solutions.
Expanding Investment Opportunities
XAI emphasizes that there is significant potential for the investing public to engage with a broader range of alternative investment strategies and vehicles that can enhance portfolio diversification. This focus on alternative investments positions XAI as a valuable partner for those looking to access unique market opportunities.
Meet the Team Behind the Trust
Octagon Credit Investors, the Trust’s investment sub-adviser, has a rich history of over 30 years and manages approximately $33.8 billion in corporate credit investments. Their approach involves fundamental credit analysis complemented by active portfolio management to identify lucrative opportunities in leveraged loans and high-yield bonds.
Contact Information for Media Inquiries
For further inquiries regarding the webinar or the Trust, media representatives can reach out to Kimberly Flynn, the President of XA Investments, via phone at 312-374-6931 or through email at kflynn@xainvestments.com. Potential investors and other interested parties are welcome to explore more about the Trust’s offerings by visiting their official website.
Frequently Asked Questions
When is the Q3 2025 quarterly webinar scheduled?
The Q3 2025 quarterly webinar is set for December 2, 2025, at 12:00 pm Eastern Time.
Who are the panelists for the upcoming webinar?
The webinar will feature Kevin Davis as the moderator along with Kimberly Flynn and Lauren Law as panelists.
How can I register for the webinar?
You can register for the webinar by visiting the Knowledge Bank section of XAI Investments’ website.
Will there be a replay available after the webinar?
Yes, a replay of the webinar will be accessible in the Knowledge Bank section following the live event.
What is the main investment objective of the Trust?
The Trust aims to generate an attractive total return with a focus on income generation within a diverse portfolio of private credit market investments.
