William Meyers to Advise XA Investments on Closed-End Fund Product Management

CHICAGO–(BUSINESS WIRE)–XA Investments LLC (“XAI”), a Chicago-based alternative investment management and consulting firm, has welcomed William Meyers as a Senior Advisor. After an extensive and successful career at Nuveen Investments, Bill will advise XAI on closed-end fund (“CEF”) product management and syndication matters. XAI provides individual investors with access to institutional-caliber alternative managers by partnering with established asset managers with proven capabilities in alternative credit, private debt and select hedge fund strategies.

“We are pleased to have Bill join the XAI team. He brings unique expertise and perspectives in CEF product management and CEF leverage management to our firm. After working together at Nuveen for over 10 years, it is so great to be working with Bill again,” said Kimberly Ann Flynn, Managing Director, Alternative Investments.

“My career has been largely focused on the expansion of the CEF marketplace and launch of CEFs in various asset classes. I look forward to exploring new registered product structures with Kim and the XA Investments team. I’m especially looking forward to spending more time with Paul Williams and Bob Kuppenheimer, who also serve as XAI Senior Advisors,” added Mr. Meyers.

Prior to joining XA Investments as a Senior Advisor, Mr. Meyers led Nuveen’s Closed-End Fund Business Development Group and was responsible for raising public and private capital for Nuveen’s closed-end funds. In that role, he led Nuveen’s new business development team on the origination and syndication of new closed-end fund IPOs.

Mr. Meyers joined Nuveen in 1992 and was involved with the successful launch of more than 100 CEF IPOs as well as the development of many innovative financing structures utilized as leverage by Nuveen funds.

He graduated with a B.S. in Finance from Marquette University and an M.B.A. from the University of Chicago. He also holds the FINRA Series 7 and 24 securities registrations.

About XA Investments

XAI is a Chicago-based firm founded by XMS Capital Partners in April 2016. 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. XAI partners with established asset managers with proven capabilities in alternative credit, private debt and select hedge fund strategies. XAI’s proprietary listed closed-end fund is the XAI Octagon Floating Rate & Alternative Income Term Trust. The Trust was launched in September 2017 and its common shares are traded on the New York Stock Exchange under the symbol “XFLT.” 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 and London. For more information, please visit www.xmscapital.com.

Contacts

Kimberly Flynn, Managing Director

XA Investments LLC

Phone: 888-903-3358

Email: KFlynn@XAInvestments.com
www.xainvestments.com