XAI Octagon Floating Rate & Alternative Income Trust Will Host its Q4 2025 Quarterly Webinar on March 4, 2026

Core Viewpoint - XAI Octagon Floating Rate & Alternative Income Trust plans to host a Quarterly Webinar on March 4, 2026, focusing on its investment strategies and performance [1] Group 1: Webinar Details - The webinar will be moderated by Kevin Davis, Managing Director at XA Investments, featuring Kimberly Flynn, President at XAI, and Lauren Law, Senior Portfolio Manager at Octagon Credit Investors [1] - Participants can join via web or telephone, with specific dial-in numbers provided for different locations [2] - A replay of the webinar will be available in the Knowledge Bank section of the XAI Investments website [2] Group 2: Trust Overview - The Trust's common shares are traded on the New York Stock Exchange under the symbol "XFLT" [3] - 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, primarily through investments in private credit markets [3] - 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 [3] Group 3: Company Background - XA Investments LLC, founded in 2016, serves as the investment adviser for multiple closed-end funds, including the XAI Octagon Floating Rate & Alternative Income Trust [4] - XAI provides investment advisory services, fund structuring, and consulting services focused on registered closed-end funds [4] - XMS Capital Partners, established in 2006, is a global financial services firm providing M&A, corporate advisory, and asset management services [5] Group 4: Sub-Adviser Information - Octagon Credit Investors, serving as the Trust's investment sub-adviser, manages a $33.2 billion portfolio focused on below-investment grade corporate credit [6] - The firm specializes in leveraged loans, high yield bonds, and structured credit investments, employing fundamental credit analysis and active portfolio management [6] - Octagon's investment philosophy emphasizes dynamic internal communication to manage portfolio risk and aims to generate attractive risk-adjusted returns [6]