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Alts Consulting Firm XA Investments Hires Veteran to Distribute Interval Funds

Kevin Davis

Kevin Davis, CFP, joined XA Investments as a managing director and head of sales and distribution. The company – a Chicago-based alternative investments management and consulting firm – said he brings a wealth of alts expertise to bear in leading its distribution efforts in the interval fund and closed-end fund marketplace.

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, Davis was a vice president for Fidelity’s family office services division, working again with family offices and ultra-high-net-worth clients. He also held various sales management roles at Salient Partners and Sun Life.

“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 XA Investments team. He brings significant alternative product sales experience in the family office, registered investment adviser and broker-dealer channels to our firm,” said Kimberly Flynn, president of XA Investments.

In his leadership role, Davis will work to distribute the company’s recently launched interval fund, the Octagon XAI CLO Income Fund, along with developing a team to support sales of future funds sponsored by the company. The firm also manages a listed closed-end fund, XAI Octagon Floating Rate & Alternative Trust (NYSE: XFLT). XFLT had $679 million in total managed assets as of May 31, 2024.

Davis earned his bachelor’s degree in communications and business administration from Trinity University. He holds FINRA Series 7 and 63 licenses. He lives in Houston, Texas, with his wife and two children.

XA Investments was founded by financial services firm XMS Capital Partners in April 2016. In addition to investment advisory services, XA Investments also provides investment fund structuring and consulting services focused on registered closed-end funds to meet institutional client needs. XA Investments believes that the investing public can benefit from new vehicles to access a broad range of alternative investment strategies and managers. It provides individual investors with access to institutional-caliber alternative managers.

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