Advisors face two problems in today’s market: how to find yield in a low interest rate environment and how to protect against rising rates. Join experts from XA Investments and Octagon Credit Investors and learn ways to position clients’ portfolios to take advantage of rising rates. We’ll discuss the benefits of floating-rate loans and collateralized loan obligations (CLOs) and how best to access them.

Participants will learn about:

• Rising Rates and Floating-Rate Credit—Floating-rate credit will fare better than traditional fixed income when interest rates rise.
• Accessing Institutional Alternative Credit Strategies—Learn what to look for in these alternative investment opportunities and the importance of an experienced manager.
• CLO Debt and Equity Investments—See the portfolio benefits of CLOs by understanding their historical performance, current yields and correlations to traditional asset classes.