XA Investments
XA Investments LLC (“XAI”), a Chicago-based alternative investment management and consulting firm, today announced that Kevin Davis, CFP®, has joined XAI as a Managing Director and Head of Sales & Distribution. 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.
Mr. Davis has more than 25 years of experience in the investment management industry, with a focus on sales and distribution during that entire period. Most recently, he was a Senior Vice President and Client Strategist for BNY Mellon, where he led a team of specialists to support family offices and ultra-high-net-worth clients. Prior to that, Mr. Davis was a Vice President for Fidelity’s family office services division, working again with family offices and ultra-high-net-worth clients. Mr. Davis has also held various sales management roles at Salient Partners and Sun Life.
Kimberly Flynn, President of XAI, said, “With the demand for interval funds on the rise, ensuring that we have sales leadership with a history of delivering results in this key position is essential. We are delighted to welcome Kevin to the XAI team. He brings significant alternative product sales experience in the family office, registered investment adviser and broker-dealer channels to our firm.”
In his leadership role, Mr. Davis will work to distribute XAI’s most recently launched interval fund, the Octagon XAI CLO Income Fund (OCTIX), along with developing a team to support sales of future funds sponsored by XAI. The firm also manages a listed closed-end fund, XAI Octagon Floating Rate & Alternative Trust (NYSE: XFLT). XFLT had $679 in total managed assets as of May 31, 2024.
Mr. Davis earned his BA in Communications and Business Administration from Trinity University. He is a Certified Financial Planner™ and holds FINRA Series 7 and 63 licenses. Kevin lives in Houston, Texas with his wife and 2 children.
About XA Investments
XA Investments LLC (“XAI”) is a Chicago-based firm founded by XMS Capital Partners in April, 2016. In addition to investment advisory services, the firm also provides investment fund structuring and consulting services focused on registered closed-end funds to meet institutional client needs. XAI offers custom product build and consulting services, including development and market research, sales, marketing, fund management and administration. XAI believes that the investing public can benefit from new vehicles to access a broad range of alternative investment strategies and managers. XAI provides individual investors with access to institutional-caliber alternative managers. For more information, please visit www.xainvestments.com.
About XMS Capital Partners
XMS Capital Partners, LLC, established in 2006, is a global, independent, financial services firm providing M&A, corporate advisory and asset management services to clients. It has offices in Chicago, Boston, Dallas and London. For more information, please visit www.xmscapital.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240611797632/en/
Contacts
Kimberly Flynn, President
XA Investments LLC
Phone: 888-903-3358
Email: KFlynn@xainvestments.com
www.xainvestments.com
