Webinars
XFLT Quarterly Webinar - Q2 2023
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Date: Tuesday, August 22, 2023
Time: 11:00 AM ET
Senior Portfolio Manager, Octagon
Kimberly Flynn
Managing Director, XA Investments
Steven Perry
Vice President, XA Investments
XFLT Quarterly Webinar - Q1 2023
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Date: Thursday, May 25th, 2023
Time: 12pm EST
Senior Portfolio Manager, Octagon
Steven Perry
Vice President, XA Investments
XFLT Quarterly Webinar - Q4 2022
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Date: Thursday, March 2, 2023
Time: 11am EST
Senior Portfolio Manager, Octagon
Kimberly Flynn
Managing Director, XA Investments
XFLT Quarterly Webinar - Q3 2022
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Date: Thursday, December 1, 2022
Time: 11am EST
Senior Portfolio Manager, Octagon
Kimberly Flynn
Managing Director, XA Investments
XFLT Quarterly Webinar - Q2 2022
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Date: Thursday, August 18, 2022
Time: 11am EST
Senior Portfolio Manager, Octagon
Kimberly Flynn
Managing Director, XA Investments
London-Listed Fund Market Opportunities for U.S. Asset Managers
The London Stock Exchange is the most venerable market in the world for publicly traded closed-end investment companies. U.S.-based managers interested in permanent capital vehicles and seeking ways to diversify their investor base are increasingly turning to London Stock Exchange. The institutional investor base in London is open to both boutique and well-established asset managers that have a demonstrated track record of success in less liquid or illiquid investment strategies.
Date: Thursday, June 16, 2022
Time: 2pm EST
Business Development Manager, London Stock Exchange
Whitney Voute
Head of Investor Relations, US Solar Fund
Kimberly Flynn
Managing Director, XA Investments
Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
XFLT Quarterly Webinar - Q1 2022
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Date: Thursday, May 26, 2022
Time: 11am EST
Senior Portfolio Manager, Octagon
Kimberly Flynn
Managing Director, XA Investments
XFLT Quarterly Webinar - Q4 2021
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Date: Thursday, March 3, 2022
Time: 11am EST
Senior Portfolio Manager, Octagon
Kimberly Flynn
Managing Director, XA Investments
Raising Permanent Capital in the London-Listed Fund Market
Join the upcoming webinar "Raising Permanent Capital in the London-Listed Fund Market," a primer for U.S. asset managers hosted by Kimberly Flynn and Robert Chenoweth of XA Investments. Panelists Tim West, Partner at Herbert Smith Freehills, Wendy Huang, Business Development Manager at London Stock Exchange Group, and Benjamin McCulloch, Managing Director at XA Investments will share their insights and answer questions on launching a London-listed fund and how U.S. managers may benefit from accessing the London market.
Date: Tuesday, March 1, 2022
Time: 11am EST
Partner at Herbert Smith Freehills
Wendy Huang
Business Development Manager at London Stock Exchange Group
Benjamin McCulloch
Managing Director, XA Investments
Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Interval Fund - Best Practices for a Successful Launch
Join the upcoming webinar "Interval Fund - Best Practices for a Successful Launch," presented by XA Investments. Panelists Nick Darsch, Senior Vice President at Ultimus Fund Solutions, David Williams, Partner at Faegre Drinker, and Kimberly Flynn, Managing Director at XA Investments will share their insights and answer questions on the interval fund structure and launch process.
Nick Darsch builds strategic relationships with investment advisers to help support product, operations and asset growth in registered and alternative fund structures including mutual funds, ETFs, CITs and interval/tender offer funds.
David Williams counsels investment advisers on the design and launch of closed-end interval and tender offer funds that enhance distribution channels for advisers.
Kimberly Flynn is a closed-end fund product development expert and has 20+ years of experience in the CEF and interval fund industry.
Date: Wednesday, January 26, 2022
Time: 11am EST
Senior Vice President, Ultimus Fund Solutions
David Williams
Partner, Faegre Drinker
Kimberly Flynn
Managing Director, XA Investments
Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
XFLT Quarterly Webinar - Q3 2021
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Date: Thursday, December 2, 2021
Time: 11am EST
Senior Portfolio Manager, Octagon
Kimberly Flynn
Managing Director, XA Investments
CLO Market Update and Insights Into the CLO Market
Join Lee Shaiman, Executive Director at the Loan Syndications & Trading Association ("LSTA"), and Gretchen Lam, Senior Portfolio Manager at Octagon Credit Investors, as they take us inside the CLO market in an educational webinar presented by XA Investments.
Date: Thursday, November 18, 2021
Time: 1pm EST
Executive Director, Loan Syndications & Trading Association
Gretchen Lam
Senior Portfolio Manager, Octagon Credit Investors
Robert Chenoweth
Vice President, XA Investments
CEF Expert Panel: The Future of the CEF Market
Join our webinar featuring a panel of CEF experts including Paul Williams, Robert "Kuppy" Kuppenheimer, William Meyers and Kimberly Flynn as they provide insight into the evolution of the CEF market and discuss what's next for investors and asset managers.
Date: Wednesday, May 19, 2021
Moderator:
Robert Chenoweth
Vice President, XA Investments
Panelists:
Paul Williams
Senior Advisor to XA Investments on Product Development
Robert "Kuppy" Kuppenheimer
Senior Advisor to XA Investments on CEF Sales and Marketing
William Meyers
Senior Advisor to XA Investments on CEF Syndication and Product
Management
Kimberly Flynn
Managing Director, XA Investments
Collateralized Loan Obligations (CLO) Debt and Equity Series - Introduction to CLOs
Join Kimberly Flynn, Managing Director at XA Investments, and Robert Chenoweth, Vice President at XA Investments, as they provide an introduction to CLOs in the first installment of the three-part CLO Debt and Equity Series presented by XA Investments and Octagon Credit Investors.
Date: Tuesday, February 2, 2021
Managing Director, XA Investments
Robert Chenoweth
Vice President, XA Investments
XFLT Quarterly Webinar - Q3 2023
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Passcode: K+w8dEk&
Date: Thursday, November 30, 2023
Time: 10:30 AM ET
Senior Portfolio Manager, Octagon
Kimberly Flynn
Managing Director, XA Investments
Steven Perry
Vice President, XA Investments
XFLT Quarterly Webinar - Q4 2023
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Passcode: Y@B?@6&F
Date: Thursday, February 29, 2024
Time: 11:00 AM ET
Senior Portfolio Manager, Octagon
Kimberly Flynn
Managing Director, XA Investments
Steven Perry
Vice President, XA Investments
XFLT Quarterly Webinar - Q1 2024
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Passcode: 4@SU49z#
Date: Thursday, May 30, 2024
Time: 11:00 AM ET
Senior Portfolio Manager, Octagon
Kimberly Flynn
President, XA Investments
Steven Perry
Vice President, XA Investments
XFLT Quarterly Webinar - Q2 2024
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Passcode: fYm9X@^6
Date: Thursday, August 29, 2024
Time: 11:00 AM ET
Senior Portfolio Manager, Octagon
Kimberly Flynn
President, XA Investments
Kevin Davis
Managing Director, Head of Sales & Distribution, XA Investments
XFLT Quarterly Webinar - Q3 2024
Every quarter the Octagon portfolio management team reviews the Trust's performance and offers insights into the senior loan and CLO marketplace. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted.
Passcode: 7^4ebs#n
Date: Friday, December 6, 2024
Time: 11:00 AM ET
Senior Portfolio Manager, Octagon
Kimberly Flynn
President, XA Investments
Kevin Davis
Managing Director, Head of Sales & Distribution, XA Investments
Webinars
Periodically, XA Investments hosts webinars on timely topics. Additionally, each quarter the Octagon portfolio management team reviews XFLT’s performance and offers insights into the senior loan and CLO marketplace. To access the most recent webinar, press replay or download the presentation.
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06/16/2022 London-Listed Fund Market Opportunities for U.S. Asset Managers
Please click here to download the presentation.
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03/01/2022 Raising Permanent Capital in the London-Listed Fund Market
Please click here to download the presentation.
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01/26/2022 Interval Fund - Best Practices for a Successful Launch
Please click here to download the presentation.
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11/18/2021 CLO Market Update and Insights Into the CLO Market
Please click here to download the presentation.
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05/19/2021 CEF Expert Panel: The Future of the CEF Market
Please click here to download the presentation.
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02/02/2021 Collateralized Loan Obligations (CLO) Debt and Equity Series - Introduction to CLOs
Please click here to download the presentation.