Company Overview - XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) is planning to host a Quarterly Webinar on August 26, 2025, at 11:00 am (Eastern Time) [1] - The Trust's investment objective is to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle [3] - The Trust aims to invest at least 80% of its Managed Assets in floating rate credit instruments and other structured credit investments under normal market conditions [3] Investment Management - XA Investments LLC (XAI) serves as the investment adviser for the Trust and other funds, focusing on providing investment advisory services and fund structuring [4] - Octagon Credit Investors, LLC acts as the Trust's investment sub-adviser, managing a portfolio of below-investment grade corporate credit with a focus on leveraged loans, high yield bonds, and structured credit [6] - Octagon has over 30 years of experience and manages approximately $32.6 billion in assets, employing fundamental credit analysis and active portfolio management to identify investment opportunities [6] Trading Information - The Trust's common shares are traded on the New York Stock Exchange under the symbol "XFLT," and its 6.50% Series 2026 Term Preferred Shares are traded under the symbol "XFLTPRA" [4]

Group 1 - The XAI Madison Equity Premium Income Fund plans to host a Quarterly Webinar on August 7, 2025, at 11:00 am (Eastern Time) [1] - The webinar will be moderated by Jared Hagen, with participation from Kimberly Flynn and Ray Di Bernardo [1] - A replay of the webinar will be available in the Knowledge Bank section of xainvestments.com [2] Group 2 - The Fund's primary investment objective is to provide a high level of current income and gains, with a secondary objective of capital appreciation [3] - The Fund invests primarily in high quality, large and mid-capitalization stocks that are considered reasonably priced relative to their long-term earnings growth rates [3] - The Fund employs a strategy of selling covered call options on its portfolio stocks to generate current earnings from option premiums [3] Group 3 - XA Investments LLC, founded in 2016, serves as the investment adviser for multiple closed-end funds and provides investment fund structuring and consulting services [4] - XMS Capital Partners, established in 2006, offers M&A, corporate advisory, and asset management services with offices in Chicago, Boston, and London [5] - Madison Investments, founded in 1974, manages approximately $28 billion in assets and has expertise in covered call strategies [6]

Core Insights - Catalyst Capital Advisors LLC has announced the hiring of Robert Gallant as Executive Director of Institutional Relations and Bryan Kitchner as Vice President, Portfolio Strategist, to enhance its institutional business and portfolio strategy offerings [1][2][3] Group 1: Company Developments - The organization has surpassed $12 billion in assets under management (AUM) as of March 31, 2025, indicating significant growth [2] - Gallant will oversee the firm's institutional business and sales efforts, while Kitchner will focus on educating financial advisors about alternative investment strategies [2][3] - The CEO of Catalyst, Jerry Szilagyi, emphasized the importance of educating clients on diversifying portfolios through non-traditional strategies [3] Group 2: Personnel Background - Robert Gallant previously served as Director of National Accounts at PGIM Investments and has experience with Northern Trust, J.P. Morgan, and BMO Capital Markets [3][4] - Bryan Kitchner was most recently a Senior Investment Strategist at the Metropolitan Transportation Authority and has worked at Bank of America and The Segal Group [4][5] Group 3: Product Offerings - Catalyst offers a diverse suite of non-traditional fixed income, equity, and alternative products aimed at providing uncorrelated return streams and improving client experiences [4] - The firm currently manages 34 investment products designed to produce income- and equity-oriented returns while managing risk and volatility [6]