Andy Gordon to Transition to Senior Advisor Role
09/27/2024
Octagon Credit Investors, LLC (“Octagon”) announced today that effective January 1, 2025, Andrew Gordon, Executive Chair, will step back from his day-to-day duties and assume the role of Senior Advisor.
Generali Completes Acquisition of Conning
04/03/2024
HARTFORD, CT – Conning Holdings Limited, a leading global asset manager serving the needs of insurance company and institutional clients, today announced that its acquisition by Generali Investments Holding S.p.A. (GIH), an entity comprising the majority of asset management activities of Generali Group (Generali), has closed.
XAI Octagon Floating Rate & Alternative Income Term Trust Announces Portfolio Management Change
01/02/2024
Effective January 1, 2024, Lauren Law, CFA, Senior Portfolio Manager at Octagon Credit Investors, and a member of the firm's Investment Committee, assumed the position of lead portfolio manager of the Trust.
Octagon Credit Investors names Gretchen Lam as Chief Executive Officer
10/17/2023
Current CEO and Co-Founder Andy Gordon to remain as Executive Chair of the Board
XAI Octagon Floating Rate & Alternative Income Term Trust Reaches $500 Million Total Managed Assets Milestone
09/21/2023
XFLT, the XAI Octagon Floating Rate & Alternative Income Term Trust, reaches $500mm in total managed assets. For more information, please see the press release.
Conning and its Affiliates to be Acquired by Generali; Transaction Enhances Firms' Long-Term Growth Plans
07/06/2023
HARTFORD, CT – Conning Holdings Limited, a leading global asset manager serving the needs of insurance company and institutional clients, today announced that it will be acquired by Generali Investment Holdings.
Octagon Announces Tom Connors's Retirement; Amy Adar Promoted to CFO
01/04/2023
New York, NY - Octagon announced today that Amy Adar was appointed Octagon’s Chief Financial Officer, effective January 1, 2023. Ms. Adar succeeds Thomas Connors, who retired on December 31, 2022, after 23 years of exemplary leadership and service to the Firm.
XAI Octagon Floating Rate & Alternative Income Term Trust Celebrates 5th Anniversary
09/27/2022
We are delighted to commemorate XFLT’s 5-year anniversary. We appreciate the shareholders putting their trust with us.
XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) Prices Initial Public Offering
09/27/2017
New York, NY - Octagon is the investment sub-adviser to XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT), a NYSE-listed, registered closed-end fund designed for investors seeking attractive total return with an emphasis on income generation through investments in CLO debt and CLO equity securities, senior secured loans, and opportunistic credit. For additional information about XFLT, please contact XA Investments LLC or your financial advisor. Securities are not being offered by Octagon or Conning Investment Products.
Doug McDermott to Join Octagon Credit Investors
05/09/2016
New York, NY – Octagon Credit Investors, LLC is pleased to announce that effective May 31, 2016, Doug McDermott will join the firm as a Managing Director of Business Development. In this capacity, Mr. McDermott will be responsible for sourcing and cultivating new business opportunities in partnership with John Dudzik (Managing Director, Business & Product Development) and George Duarte (Managing Director, Business Development).