XAI Octagon Floating Rate & Alternative Income Trust Will Host Q4 2024 Quarterly Webinar on March 5, 2024
XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) has announced a Quarterly Webinar scheduled for March 5, 2025, at 11:00 am Eastern Time. The webinar will feature a Q&A session moderated by Kevin Davis, Managing Director at XAI, with participation from Kimberly Flynn, President at XAI, and Lauren Law, Senior Portfolio Manager at Octagon Credit Investors.
The Trust's investment objective focuses on achieving attractive total return with an emphasis on income generation across credit cycle stages. Under normal market conditions, the Trust maintains at least 80% of its Managed Assets in floating rate credit instruments and structured credit investments. The Trust's common shares trade under XFLT on NYSE, while its 6.50% Series 2026 Term Preferred Shares trade under XFLTPRA.
XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) ha annunciato un webinar trimestrale programmato per il 5 marzo 2025, alle 11:00 ora orientale. Il webinar includerà una sessione di domande e risposte moderata da Kevin Davis, Managing Director di XAI, con la partecipazione di Kimberly Flynn, Presidente di XAI, e Lauren Law, Senior Portfolio Manager di Octagon Credit Investors.
L'obiettivo di investimento del Trust si concentra sul conseguimento di un rendimento totale attraente, con un'enfasi sulla generazione di reddito attraverso le fasi del ciclo di credito. In condizioni di mercato normali, il Trust mantiene almeno l'80% dei suoi beni gestiti in strumenti di credito a tasso variabile e investimenti in credito strutturato. Le azioni ordinarie del Trust vengono scambiate con il simbolo XFLT su NYSE, mentre le sue azioni privilegiate di serie 2026 al 6,50% vengono scambiate con il simbolo XFLTPRA.
XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) ha anunciado un seminario web trimestral programado para el 5 de marzo de 2025, a las 11:00 am, hora del Este. El seminario contará con una sesión de preguntas y respuestas moderada por Kevin Davis, Director General de XAI, con la participación de Kimberly Flynn, Presidenta de XAI, y Lauren Law, Gerente de Cartera Senior de Octagon Credit Investors.
El objetivo de inversión del Trust se centra en lograr un atractivo retorno total con énfasis en la generación de ingresos a través de las etapas del ciclo crediticio. En condiciones de mercado normales, el Trust mantiene al menos el 80% de sus activos gestionados en instrumentos de crédito a tasa variable e inversiones de crédito estructurado. Las acciones ordinarias del Trust se negocian bajo el símbolo XFLT en NYSE, mientras que sus acciones preferentes de la serie 2026 al 6.50% se negocian bajo el símbolo XFLTPRA.
XAI 옥타곤 변동금리 및 대체 소득 신탁 (NYSE: XFLT)는 2025년 3월 5일 오전 11시 동부 표준시로 예정된 분기 웹 세미나를 발표했습니다. 이번 웹 세미나는 XAI의 관리 이사인 Kevin Davis가 진행하며, XAI의 회장 Kimberly Flynn과 Octagon Credit Investors의 수석 포트폴리오 매니저 Lauren Law가 참여합니다.
신탁의 투자 목표는 신용 주기 단계 전반에 걸쳐 수익 창출에 중점을 두고 매력적인 총 수익을 달성하는 데 있습니다. 정상적인 시장 조건에서 신탁은 관리 자산의 최소 80%를 변동금리 신용 상품 및 구조화 신용 투자에 유지합니다. 신탁의 보통주는 NYSE에서 XFLT로 거래되며, 6.50% 2026년 시리즈 우선주는 XFLTPRA로 거래됩니다.
XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) a annoncé un webinaire trimestriel prévu pour le 5 mars 2025 à 11h00, heure de l'Est. Le webinaire comprendra une session de questions-réponses modérée par Kevin Davis, Directeur Général chez XAI, avec la participation de Kimberly Flynn, Présidente de XAI, et Lauren Law, Gestionnaire de Portefeuille Senior chez Octagon Credit Investors.
L'objectif d'investissement du Trust se concentre sur l'obtention d'un rendement total attractif, en mettant l'accent sur la génération de revenus à travers les différentes étapes du cycle de crédit. Dans des conditions de marché normales, le Trust maintient au moins 80 % de ses actifs gérés dans des instruments de crédit à taux variable et des investissements en crédit structuré. Les actions ordinaires du Trust se négocient sous le symbole XFLT sur la NYSE, tandis que ses actions privilégiées de série 2026 à 6,50 % se négocient sous le symbole XFLTPRA.
XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) hat ein vierteljährliches Webinar angekündigt, das für den 5. März 2025 um 11:00 Uhr Eastern Time geplant ist. Das Webinar wird eine Fragerunde umfassen, die von Kevin Davis, Managing Director bei XAI, moderiert wird, mit der Teilnahme von Kimberly Flynn, Präsidentin bei XAI, und Lauren Law, Senior Portfolio Manager bei Octagon Credit Investors.
Das Anlageziel des Trusts konzentriert sich darauf, eine attraktive Gesamtrendite zu erzielen, wobei der Schwerpunkt auf der Einkommensgenerierung in verschiedenen Phasen des Kreditzyklus liegt. Unter normalen Marktbedingungen hält der Trust mindestens 80 % seiner verwalteten Vermögenswerte in variabel verzinsten Kreditinstrumenten und strukturierten Kreditinvestitionen. Die Stammaktien des Trusts werden unter XFLT an der NYSE gehandelt, während seine 6,50 % Vorzugsaktien der Serie 2026 unter XFLTPRA gehandelt werden.
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CHICAGO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) (the “Trust”) today announced that it plans to host the Trust’s Quarterly Webinar on March 5, 2025 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: (312) 626-6799 or (267) 831-0333 or (646) 558-8656 or (213) 338-8477 or (720) 928-9299
Webinar ID: 829 2498 4014
REPLAY: A replay of the webinar will be available in the Knowledge Bank section of xainvestments.com.
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
The Trust’s common shares are traded on the New York Stock Exchange under the symbol “XFLT,” and the Trust’s
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,
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.
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Media Contact:
Kimberly Flynn, President
XA Investments LLC
Phone: 312-374-6931
Email: kflynn@xainvestments.com
www.xainvestments.com
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