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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.

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Date: Tuesday, August 22, 2023

Time: 11:00 AM ET

Hosts:
Gretchen Lam
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.

View Replay

Date: Thursday, May 25th, 2023

Time: 12pm EST

Hosts:
Gretchen Lam
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.

View Replay

Date: Thursday, March 2, 2023

Time: 11am EST

Hosts:
Gretchen Lam
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.

View Replay

Date: Thursday, December 1, 2022

Time: 11am EST

Hosts:
Gretchen Lam
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.

View Replay

Date: Thursday, August 18, 2022

Time: 11am EST

Hosts:
Gretchen Lam
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.

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Date: Thursday, June 16, 2022

Time: 2pm EST

Hosts:
Alexander Imseeh
Business Development Manager, London Stock Exchange

Whitney Voute
Head of Investor Relations, US Solar Fund

Kimberly Flynn
Managing Director, XA Investments

Download the presentation


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.

View Replay

Date: Thursday, May 26, 2022

Time: 11am EST

Hosts:
Gretchen Lam
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.

View Replay

Date: Thursday, March 3, 2022

Time: 11am EST

Hosts:
Gretchen Lam
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.

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Date: Tuesday, March 1, 2022

Time: 11am EST

Hosts:
Tim West
Partner at Herbert Smith Freehills

Wendy Huang
Business Development Manager at London Stock Exchange Group

Benjamin McCulloch
Managing Director, XA Investments

Download the presentation


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.

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Date: Wednesday, January 26, 2022

Time: 11am EST

Hosts:
Nick Darsch
Senior Vice President, Ultimus Fund Solutions

David Williams
Partner, Faegre Drinker

Kimberly Flynn
Managing Director, XA Investments

Download the presentation


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.

View Replay

Date: Thursday, December 2, 2021

Time: 11am EST

Hosts:
Gretchen Lam
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.

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Date: Thursday, November 18, 2021

Time: 1pm EST

Hosts:
Lee Shaiman
Executive Director, Loan Syndications & Trading Association

Gretchen Lam
Senior Portfolio Manager, Octagon Credit Investors

Robert Chenoweth
Vice President, 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.

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.

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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.

View Replay

Date: Tuesday, February 2, 2021

Hosts:
Kimberly Flynn
Managing Director, XA Investments

Robert Chenoweth
Vice President, XA Investments
XAI will host part one of the webinar series, and Octagon will co-host parts two and three of the webinar series.

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 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.

View Replay

Passcode: K+w8dEk&

Date: Thursday, November 30, 2023

Time: 10:30 AM ET

Hosts:
Gretchen Lam
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.

View Replay

Passcode: Y@B?@6&F

Date: Thursday, February 29, 2024

Time: 11:00 AM ET

Hosts:
Lauren Law
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.

View Replay

Passcode: 4@SU49z#

Date: Thursday, May 30, 2024

Time: 11:00 AM ET

Hosts:
Lauren Law
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.

View Replay

Passcode: fYm9X@^6

Date: Thursday, August 29, 2024

Time: 11:00 AM ET

Hosts:
Lauren Law
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.

View Replay

Passcode: 7^4ebs#n

Date: Friday, December 6, 2024

Time: 11:00 AM ET

Hosts:
Lauren Law
Senior Portfolio Manager, Octagon

Kimberly Flynn
President, XA Investments

Kevin Davis
Managing Director, Head of Sales & Distribution, XA Investments
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