XAI Octagon Floating Rate & Alternative Income Term Trust (NYSE:XFLT) Q2 2022 Results Conference Call August 18, 2022 11:00 AM ET

Company Participants

Robert Chenoweth - VP, IR

Kimberly Flynn - Managing Director

Gretchen Lam - Senior Portfolio Manager, Octagon Credit Investors

Robert Chenoweth

Welcome everyone to the XAI Octagon Floating Rate & Alternative Income Term Trust Quarterly Webinar. Welcome Kim and Gretchen as well.

Kimberly Flynn

Thanks Robert.

Gretchen Lam

Thanks Robert.

Robert Chenoweth

My name is Robert Chenoweth, Product Specialist at XA Investments and I’ll be your moderator. In today’s webinar, we will provide a second quarter update for XFLT and take questions from the audience.

Before we begin, there are a few disclosures I’d like to make you aware of. The information discussed today does not constitute investment, tax, legal, regulatory or accounting advice. This information should not be considered as an offer to sell or buy any security. Investors are advised to make an independent review before purchasing or selling. Investments carry a risk of loss and past performance does not guarantee future results.

All right. So, before we begin, registrants, everyone who registered will receive a link to the replay following the webinar. I’ll send it to the email you provided when you registered, so you can listen and download the presentation as well. You can also resource additional information on our website, past webinars, white papers, things like that at xainvestments.com under the "Knowledge Bank" tab, lots of useful information there. You can also submit questions during this webinar through the questions box. It’s on your webinar toolbar.

We may not be able to answer all the questions. If we don’t get to yours, please feel free to reach out to us afterward and we’ll be happy to help you. We’ll share our contact information towards the end. It’s also on our website as well.

All right. So, today we are joined by Gretchen Lam from Octagon Credit Investors. Gretchen joined Octagon in 1999 and is a member of Octagon’s Investment Committee and serves as Senior Portfolio Manager across CLOs and oversees the firm’s structured credit investment strategies. We are also joined today by Kimberly Flynn. Kim is a founding partner and Managing Director at XA Investments responsible for all product and business development activities. Previously, Kim was Head of Product Development at Nuveen, leading their Global Structured Products Group.

So, we have already prepared questions and topics for today’s discussion. They’ll be relevant to XFLT and the bank loan and CLO market. They will correspond to the slides that you will have access to with the replay a little later, so. But feel free to send questions our way as well.