Kevin Davis Joins XA Investments as Head of Sales & Distribution
XAI Octagon Floating Rate & Alternative Income Trust Common Shares of Beneficial Interest (XFLT)
US:NYSE Investor Relations:
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Company Research
Source: Business Wire
Focus on Distributing XAI’s Alternative Investment Funds CHICAGO--(BUSINESS WIRE)--XA Investments LLC (“XAI”), a Chicago-based alternative investment management and consulting firm, today announced that Kevin Davis, CFP®, has joined XAI as a Managing Director and Head of Sales & Distribution. Mr. Davis brings a wealth of alternative investment expertise to bear in leading XAI’s distribution efforts in the interval fund and closed-end fund marketplace.Mr. Davis has more than 25 years of experience in the investment management industry, with a focus on sales and distribution during that entire period. Most recently, he was a Senior Vice President and Client Strategist for BNY Mellon, where he led a team of specialists to support family offices and ultra-high-net-worth clients. Prior to that, Mr. Davis was a Vice President for Fidelity’s family office services division, working again with family offices and ultra-high-net-worth clients. Mr. Davis has also held various sales management
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XFLT
News
- XAI Octagon Floating Rate & Alternative Income Trust Announces Agreement for Private Placement of Convertible Preferred SharesBusiness Wire
- XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.085 per ShareBusiness Wire
- XAI Octagon Floating Rate & Alternative Income Trust Will Host Q1 2024 Quarterly Webinar on May 30, 2024Business Wire
- XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.085 per ShareBusiness Wire
- Kimberly Flynn Promoted to President of XA Investments LLCBusiness Wire
XFLT
Sec Filings
- 6/14/24 - Form 8-K
- 6/5/24 - Form 8-K
- 6/4/24 - Form 424B2
- XFLT's page on the SEC website