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.

XAI Octagon Floating Rate & Alternative Income Trust has declared its regular monthly distribution of $0.085 per share on the Trust’s common shares to common shareholders of record as of June 17, 2024.

Attending Alts Summit 2024 will give you all the tools and connections you need to truly maximize the benefits alts can have in your practice.

With traditional stock and bond funds having performed poorly in 2022, many advisors are embracing alternative investments with uncorrelated and potentially higher returns. Most so-called “alts” are illiquid private funds that require investors to lock up their money for long periods of time before they can redeem shares, underscoring the investment principle that potential return…