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XAI Octagon Floating Rate & Alternative Income Trust Will Host Q3 2024 Quarterly Webinar on December 6, 2024

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XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) has announced a Quarterly Webinar scheduled for December 6, 2024, at 11:00 am ET. The Q&A-style webinar will feature Kevin Davis from XA Investments as moderator, alongside Kimberly Flynn and Lauren Law. The webinar will be accessible via web through xainvestments.com, with telephone options available. A replay will be made available in the Knowledge Bank section of their website.

The Trust aims for attractive total return focusing on income generation across credit cycles, investing primarily in private credit markets with at least 80% of Managed Assets in floating rate credit instruments and structured credit investments under normal conditions.

XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) ha annunciato un webinar trimestrale programmato per il 6 dicembre 2024, alle 11:00 am ET. Il webinar in stile Q&A avrà come moderatore Kevin Davis di XA Investments, insieme a Kimberly Flynn e Lauren Law. Il webinar sarà accessibile online tramite xainvestments.com, con possibilità di partecipazione telefonica. Una registrazione sarà disponibile nella sezione Knowledge Bank del loro sito web.

Il Trust mira a un ritorno totale interessante concentrandosi sulla generazione di reddito attraverso i cicli di credito, investendo principalmente nei mercati del credito privato, con almeno l'80% delle attivi gestiti in strumenti di credito a tasso variabile e investimenti in credito strutturato in condizioni normali.

XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) ha anunciado un seminario web trimestral programado para el 6 de diciembre de 2024, a las 11:00 am ET. El seminario web en formato de preguntas y respuestas contará con Kevin Davis de XA Investments como moderador, junto a Kimberly Flynn y Lauren Law. El seminario web estará disponible en línea a través de xainvestments.com, con opciones de participación telefónica. Se ofrecerá una grabación en la sección Knowledge Bank de su sitio web.

El Trust tiene como objetivo un rendimiento total atractivo centrado en la generación de ingresos a través de los ciclos de crédito, invirtiendo principalmente en mercados de crédito privado, con al menos el 80% de los activos gestionados en instrumentos de crédito a tasa flotante e inversiones en crédito estructurado en condiciones normales.

XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT)는 2024년 12월 6일 오전 11:00 ET로 예정된 분기별 웨비나를 발표했습니다. Q&A 스타일의 웨비나에서는 XA Investments의 Kevin Davis가 사회를 맡고, Kimberly Flynn과 Lauren Law가 함께 합니다. 웨비나는 xainvestments.com을 통해 웹으로 접근 가능하며, 전화 참여 옵션도 제공합니다. 녹화는 웹사이트의 Knowledge Bank 섹션에서 제공될 예정입니다.

이 트러스트는 신용 주기를 통한 소득 창출에 중점을 두고 매력적인 총 수익을 목표로 하며, 관리 자산의 최소 80%를 변동 금리 신용 상품과 구조적 신용 투자에 투자하는 것을 원칙으로 합니다.

XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) a annoncé un webinar trimestriel prévu pour le 6 décembre 2024 à 11h00 ET. Ce webinar au format questions-réponses présentera Kevin Davis de XA Investments en tant que modérateur, aux côtés de Kimberly Flynn et Lauren Law. Le webinar sera accessible en ligne via xainvestments.com, avec des options de participation par téléphone. Un replay sera disponible dans la section Knowledge Bank de leur site web.

Le Trust vise un rendement total attractif en se concentrant sur la génération de revenus à travers les cycles de crédit, en investissant principalement sur les marchés de crédit privé, avec au moins 80 % des actifs gérés dans des instruments de crédit à taux variable et des investissements en crédit structuré dans des conditions normales.

XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) hat ein vierteljährliches Webinar angesetzt, das am 6. Dezember 2024 um 11:00 Uhr ET stattfinden wird. Das Q&A-Webinar wird von Kevin Davis von XA Investments moderiert, zusammen mit Kimberly Flynn und Lauren Law. Das Webinar wird über die Website xainvestments.com zugänglich sein, und es werden auch Telefonteilnahmeoptionen angeboten. Eine Wiederholung wird im Knowledge Bank-Bereich ihrer Website zur Verfügung gestellt.

Der Trust zielt auf eine attraktive Gesamtrendite ab, indem er sich auf die Einkommensgenerierung über die Kreditzyklen hinweg konzentriert und überwiegend in private Kreditmärkte investiert, wobei mindestens 80 % der verwalteten Vermögenswerte in variabel verzinsliche Kreditinstrumente und strukturierte Kreditinvestitionen unter normalen Bedingungen angelegt werden.

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CHICAGO--(BUSINESS WIRE)-- XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) (the “Trust”) today announced that it plans to host the Trust’s Quarterly Webinar on December 6, 2024 at 11:00 am (Eastern Time). Kevin Davis, Managing Director at XA Investments (“XAI”) will moderate the Q&A style webinar with Kimberly Flynn, President at XAI, and Lauren Law, Senior Portfolio Manager at Octagon Credit Investors.

TO JOIN VIA WEB: Please go to the Knowledge Bank section of xainvestments.com or click here to find the online registration link.

TO USE YOUR TELEPHONE: After joining via web, if you prefer to use your phone for audio, you must select that option and call in using a number below, based on your current location.

Dial: (720) 928-9299 or (213) 338-8477 or (267) 831-0333 or (312) 626-6799 or (646) 558-8656
Webinar ID: 845 9508 2601

REPLAY: A replay of the webinar will be available in the Knowledge Bank section of xainvestments.com.

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The investment objective of the Trust is to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle. The Trust seeks to achieve its investment objective by investing in a dynamically managed portfolio of opportunities primarily within the private credit markets. Under normal market conditions, the Trust will invest at least 80% of its Managed Assets in floating rate credit instruments and other structured credit investments. There can be no assurance that the Trust will achieve its investment objective.

The Trust’s common shares are traded on the New York Stock Exchange under the symbol “XFLT,” and the Trust’s 6.50% Series 2026 Term Preferred Shares are traded on the New York Stock Exchange under the symbol “XFLTPRA.”

About XA Investments

XA Investments LLC (“XAI”) serves as the Trust’s investment adviser. XAI is a Chicago-based firm founded by XMS Capital Partners in April, 2016. In addition to investment advisory services, the firm also provides investment fund structuring and consulting services focused on registered closed-end funds to meet institutional client needs. XAI offers custom product build and consulting services, including development and market research, sales, marketing, fund management and administration. XAI believes that the investing public can benefit from new vehicles to access a broad range of alternative investment strategies and managers. XAI provides individual investors with access to institutional-caliber alternative managers. For more information, please visit www.xainvestments.com.

About XMS Capital Partners

XMS Capital Partners, LLC, established in 2006, is a global, independent, financial services firm providing M&A, corporate advisory and asset management services to clients. It has offices in Chicago, Boston and London. For more information, please visit www.xmscapital.com.

About Octagon Credit Investors

Octagon Credit Investors, LLC (“Octagon”) serves as the Trust’s investment sub-adviser. Octagon is a 25+ year old, $33.4B below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit (collateralized loan obligation debt and equity) investments. Through fundamental credit analysis and active portfolio management, Octagon’s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable and scalable approach in its effort to generate attractive risk-adjusted returns for its investors. For more information, please visit www.octagoncredit.com.

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XAI does not provide tax advice; please consult a professional tax advisor regarding your specific tax situation. Income may be subject to state and local taxes, as well as the federal alternative minimum tax.

Investors should consider the investment objectives and policies, risk considerations, charges and expenses of the Trust carefully before investing. For more information on the Trust, please visit the Trust’s webpage at www.xainvestments.com.

This press release shall not constitute an offer to sell or a solicitation to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such offer or solicitation or sale would be unlawful prior to registration or qualification under the laws of such state or jurisdiction.

 

NOT FDIC INSURED

 

NO BANK GUARANTEE

 

MAY LOSE VALUE

Paralel Distributors, LLC - Distributor

* * *

Kimberly Flynn, President

XA Investments LLC

Phone: 312-374-6931

Email: kflynn@xainvestments.com

www.xainvestments.com

Source: XA Investments LLC

FAQ

When is XAI Octagon Floating Rate & Alternative Income Trust (XFLT) hosting its Q3 2024 Quarterly Webinar?

The XFLT Q3 2024 Quarterly Webinar is scheduled for December 6, 2024, at 11:00 am Eastern Time.

How can investors join XFLT's Q3 2024 Quarterly Webinar?

Investors can join via web through the Knowledge Bank section of xainvestments.com or by telephone using various dial-in numbers with Webinar ID: 845 9508 2601.

What is the investment objective of XFLT?

XFLT seeks attractive total return with emphasis on income generation across credit cycles, investing at least 80% of Managed Assets in floating rate credit instruments and structured credit investments.

XAI Octagon Floating Rate and Alternative Income Trust Common Shares of Beneficial Interest

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