• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2026 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    Tom McCabe Joins XA Investments as Director of Regional Sales

    1/27/26 11:00:00 AM ET
    $MCN
    $XFLT
    Investment Managers
    Finance
    Get the next $MCN alert in real time by email

    CHICAGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC ("XAI"), a Chicago-based alternative investment management and consulting firm, announced that Tom McCabe has joined XAI as a Director of Regional Sales. Mr. McCabe brings vast expertise in product and service offerings specifically focusing on the Registered Investment Advisor (RIA), Broker Dealer, and Family Office networks on the East Coast, to accelerate XAI's distribution efforts in the interval fund and closed-end fund marketplace.

    Mr. McCabe has more than 15 years of work in financial services, focusing on evolving product and service offerings and working closely within the RIA marketplace. Most recently, he was a Sales Executive for RIA, DCIO and Retirement Plans at Vanguard. In his prior roles, he was responsible for developing and maintaining relationships with RIAs in the Southeast region and managing an array of product offerings including Mutual Funds, Exchange Traded Funds (ETFs), and Separately Managed Accounts (SMAs).

    Kevin Davis, Managing Director, Head of Sales & Distribution of XAI, said, "As the demand for interval funds continues, expanding our sales team with an experienced private wealth professional with a consultative approach to products and investment solutions was crucial. We are delighted to welcome Tom to the XAI team. His extensive product sales experience and ability to cultivate strong client relationships will be a great asset to our firm."

    Upon joining XAI, Mr. McCabe said, "I am thrilled to join the XAI team and look forward to growing the sales culture within the firm. Given XAI's success to date, I am excited for the continued momentum in its interval fund and closed-end fund business."

    In his director role, Mr. McCabe will aide in the distribution efforts of XAI's interval fund, the Octagon XAI CLO Income Fund (OCTIX), expanding the reach of our sales efforts nationwide with a focus on the East Coast market.

    Mr. McCabe earned a Bachelor of Arts degree in economics and political science from Bucknell University. He also holds FINRA Series 7 and 63 licenses. Tom lives outside of Philadelphia, Pennsylvania with his wife and children.

    About XA Investments

    XA Investments LLC ("XAI") is a Chicago-based firm founded by XMS Capital Partners in 2016. XAI serves as the investment adviser for two listed closed-end funds and an interval closed-end fund, respectively the XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT), the XAI Madison Equity Premium Income Fund (NYSE:MCN), and the Octagon XAI CLO Income Fund (OCTIX). 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 product development and market research, marketing and fund management. XAI believes that the investing public can benefit from new vehicles to access a broad range of alternative investment strategies and 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.

    Media Contact:

    Joanna Sowa, Marketing Associate

    jsowa@xainvestments.com

    312-374-6938

    www.xainvestments.com



    Primary Logo

    Get the next $MCN alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $MCN
    $XFLT

    CompanyDatePrice TargetRatingAnalyst
    XAI Octagon Floating Rate & Alternative Income Trust
    $XFLT
    9/23/2021$10.50Buy
    B. Riley Securities
    More analyst ratings

    $MCN
    $XFLT
    SEC Filings

    View All

    XAI Octagon Floating Rate & Alternative Income Trust filed SEC Form 8-K: Other Events

    8-K - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Filer)

    1/30/26 5:02:37 PM ET
    $XFLT
    Investment Managers
    Finance

    SEC Form SCHEDULE 13G filed by XAI Octagon Floating Rate & Alternative Income Trust

    SCHEDULE 13G - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Subject)

    1/6/26 2:49:37 PM ET
    $XFLT
    Investment Managers
    Finance

    XAI Octagon Floating Rate & Alternative Income Trust filed SEC Form 8-K: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Other Events, Financial Statements and Exhibits

    8-K - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Filer)

    12/30/25 5:12:18 PM ET
    $XFLT
    Investment Managers
    Finance

    $MCN
    $XFLT
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    B. Riley Securities initiated coverage on XAI Octagon FR & Alt with a new price target

    B. Riley Securities initiated coverage of XAI Octagon FR & Alt with a rating of Buy and set a new price target of $10.50

    9/23/21 6:12:10 AM ET
    $XFLT
    Investment Managers
    Finance

    $MCN
    $XFLT
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.060 per Share

    CHICAGO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") has declared its regular monthly distribution of $0.060 per share on the Trust's common shares (NYSE:XFLT), payable on March 2, 2026, to common shareholders of record as of February 17, 2026, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.060 per share. The following dates apply to the declaration: Ex-Dividend DateFebruary 17, 2026  Record DateFebruary 17, 2026  Payable DateMarch 2, 2026  Amount$0.060 per common share  Change from Previous Month            No Change   Common share distributions may be paid fr

    2/2/26 4:15:00 PM ET
    $XFLT
    Investment Managers
    Finance

    XAI Madison Equity Premium Income Fund Declares its Monthly Distribution of $0.060 per Share

    CHICAGO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- XAI Madison Equity Premium Income Fund (the "Fund") has declared its regular monthly distribution of $0.060 per share on the Fund's common shares (NYSE:MCN), payable on March 2, 2026, to common shareholders of record as of February 17, 2026, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.060 per share. The following dates apply to the declaration: Ex-Dividend DateFebruary 17, 2026  Record DateFebruary 17, 2026  Payable DateMarch 2, 2026  Amount$0.060 per share  Change from Previous MonthNo Change Common share distributions may be paid from net investment income (regular inte

    2/2/26 4:15:00 PM ET
    $MCN

    Tom McCabe Joins XA Investments as Director of Regional Sales

    CHICAGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC ("XAI"), a Chicago-based alternative investment management and consulting firm, announced that Tom McCabe has joined XAI as a Director of Regional Sales. Mr. McCabe brings vast expertise in product and service offerings specifically focusing on the Registered Investment Advisor (RIA), Broker Dealer, and Family Office networks on the East Coast, to accelerate XAI's distribution efforts in the interval fund and closed-end fund marketplace. Mr. McCabe has more than 15 years of work in financial services, focusing on evolving product and service offerings and working closely within the RIA marketplace. Most recently, he was a Sales

    1/27/26 11:00:00 AM ET
    $MCN
    $XFLT
    Investment Managers
    Finance

    $MCN
    $XFLT
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Sub-Adviser Inv Comm Member Law Lauren Kristen bought $100,140 worth of shares (20,000 units at $5.01) (SEC Form 4)

    4 - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Issuer)

    10/27/25 4:08:03 PM ET
    $XFLT
    Investment Managers
    Finance

    Vice President Spence John Yogi bought $12,760 worth of Common Shares of Beneficial Ownership (2,000 units at $6.38), increasing direct ownership by 0.36% to 551,806 units (SEC Form 4)

    4 - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Issuer)

    2/21/25 7:23:16 PM ET
    $XFLT
    Investment Managers
    Finance

    Vice President Spence John Yogi bought $19,229 worth of Common Shares of Beneficial Ownership (3,000 units at $6.41), increasing direct ownership by 0.55% to 549,806 units (SEC Form 4)

    4 - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Issuer)

    2/19/25 7:57:10 PM ET
    $XFLT
    Investment Managers
    Finance

    $MCN
    $XFLT
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    President & CEO Brombach Theodore J gifted 7,811 units of Common Shares of Beneficial Ownership (SEC Form 4)

    4 - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Issuer)

    12/30/25 6:48:18 PM ET
    $XFLT
    Investment Managers
    Finance

    Vice President Spence John Yogi gifted 7,811 units of Common Shares of Beneficial Ownership (SEC Form 4)

    4 - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Issuer)

    12/30/25 2:35:14 PM ET
    $XFLT
    Investment Managers
    Finance

    Vice President Flynn Kimberly Ann acquired 3,504 units of Common Shares of Beneficial Interest, increasing direct ownership by 8% to 46,708 units (SEC Form 4)

    4 - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Issuer)

    12/30/25 2:10:07 PM ET
    $XFLT
    Investment Managers
    Finance

    $MCN
    $XFLT
    Leadership Updates

    Live Leadership Updates

    View All

    Tom McCabe Joins XA Investments as Director of Regional Sales

    CHICAGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC ("XAI"), a Chicago-based alternative investment management and consulting firm, announced that Tom McCabe has joined XAI as a Director of Regional Sales. Mr. McCabe brings vast expertise in product and service offerings specifically focusing on the Registered Investment Advisor (RIA), Broker Dealer, and Family Office networks on the East Coast, to accelerate XAI's distribution efforts in the interval fund and closed-end fund marketplace. Mr. McCabe has more than 15 years of work in financial services, focusing on evolving product and service offerings and working closely within the RIA marketplace. Most recently, he was a Sales

    1/27/26 11:00:00 AM ET
    $MCN
    $XFLT
    Investment Managers
    Finance

    Madison Covered Call & Equity Strategy Fund Announces Appointment of XA Investments as Investment Adviser and Madison Asset Management as Sub-Adviser; Fund to Rebrand as XAI Madison Equity Premium Income Fund

    Madison Covered Call & Equity Strategy Fund (NYSE:MCN) ("MCN" or the "Fund") announced three significant changes today. The Fund appointed XA Investments LLC ("XAI") as its investment adviser, and it also retained Madison Asset Management, LLC ("Madison") as its sub-adviser. Additionally, the Fund announced that it would change its corporate name to XAI Madison Equity Premium Income Fund. The Fund expects to trade under its new name on or around December 9, 2024, and it will retain its current New York Stock Exchange ticker MCN. The appointment of XAI and Madison as MCN's investment adviser and sub-adviser, respectively, follows the receipt of approval from the Fund's shareholders at a sp

    12/2/24 4:15:00 PM ET
    $MCN
    $XFLT
    Investment Managers
    Finance

    Interval Fund Expert Paul Dunn to Join XA Investments Senior Advisor Team

    XA Investments LLC ("XAI"), a Chicago-based alternative investment management and consulting firm, has welcomed Paul Dunn as a Senior Advisor. After a successful investment management career that culminated at Bluerock Capital Markets, Paul will advise XAI on sales and distribution. XAI provides individual investors with access to institutional-caliber alternative managers by partnering with established industry professionals with proven capabilities in alternative credit, private debt, and select hedge fund strategies. "Paul's executive leadership in the alternatives market is second to none. We are pleased to have him join the XAI senior advisor group and lend his interval fund expertise

    9/17/24 11:02:00 AM ET
    $XFLT
    Investment Managers
    Finance

    $MCN
    $XFLT
    Financials

    Live finance-specific insights

    View All

    XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.060 per Share

    CHICAGO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") has declared its regular monthly distribution of $0.060 per share on the Trust's common shares (NYSE:XFLT), payable on March 2, 2026, to common shareholders of record as of February 17, 2026, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.060 per share. The following dates apply to the declaration: Ex-Dividend DateFebruary 17, 2026  Record DateFebruary 17, 2026  Payable DateMarch 2, 2026  Amount$0.060 per common share  Change from Previous Month            No Change   Common share distributions may be paid fr

    2/2/26 4:15:00 PM ET
    $XFLT
    Investment Managers
    Finance

    XAI Madison Equity Premium Income Fund Declares its Monthly Distribution of $0.060 per Share

    CHICAGO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- XAI Madison Equity Premium Income Fund (the "Fund") has declared its regular monthly distribution of $0.060 per share on the Fund's common shares (NYSE:MCN), payable on March 2, 2026, to common shareholders of record as of February 17, 2026, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.060 per share. The following dates apply to the declaration: Ex-Dividend DateFebruary 17, 2026  Record DateFebruary 17, 2026  Payable DateMarch 2, 2026  Amount$0.060 per share  Change from Previous MonthNo Change Common share distributions may be paid from net investment income (regular inte

    2/2/26 4:15:00 PM ET
    $MCN

    XAI Madison Equity Premium Income Fund Declares its Monthly Distribution of $0.060 per Share

    CHICAGO, Jan. 02, 2026 (GLOBE NEWSWIRE) -- XAI Madison Equity Premium Income Fund (the "Fund") has declared its regular monthly distribution of $0.060 per share on the Fund's common shares (NYSE:MCN), payable on January 30, 2026, to common shareholders of record as of January 15, 2026, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.060 per share. As mentioned in previous distribution declarations, the Fund has changed its distribution frequency from quarterly to monthly, which went into effect with the April 1, 2025 declaration. XA Investments believes this change enables investors to better manage their cash flow ne

    1/2/26 4:15:00 PM ET
    $MCN

    $MCN
    $XFLT
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13G/A filed by XAI Octagon Floating Rate & Alternative Income Trust

    SC 13G/A - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Subject)

    11/14/24 4:13:03 PM ET
    $XFLT
    Investment Managers
    Finance

    Amendment: SEC Form SC 13G/A filed by XAI Octagon Floating Rate & Alternative Income Trust

    SC 13G/A - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Subject)

    11/7/24 1:16:10 PM ET
    $XFLT
    Investment Managers
    Finance

    SEC Form SC 13G/A filed by XAI Octagon Floating Rate & Alternative Income Term Trust (Amendment)

    SC 13G/A - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Subject)

    2/13/24 4:18:04 PM ET
    $XFLT
    Investment Managers
    Finance