![John Spence](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
John Spence
Finanzdirektor/CFO bei
XAI FLOATING RATE & ALTERNATIVE INCOME TRUST
Vermögen: 2 Mio $ am 30.06.2026
Profil
John Spence is a founding partner of XMS Capital Partners LLC, which is founded in 2006.
He is currently the Co-Chief Executive Officer at XA Investments LLC since 2016, the Chief Financial Officer & Treasurer at XAI Octagon Floating Rate Alternative Income Term Trust since 2017, and has worked at Morgan Stanley since 2004.
Mr. Spence was previously a Managing Director at Dresdner Kleinwort & Wasserstein, Inc. Mr. Spence received his undergraduate degree from the University of Notre Dame and his MBA from the University of California, Berkeley.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 19.02.2026 | 114’477 ( 0.75% ) | 2 Mio $ | 30.06.2026 | |
0.27% | 30.09.2025 | 4’063 ( 0.27% ) | 97 634 $ | 30.06.2026 |
0.21% | 30.09.2025 | 967 ( 0.21% ) | 23 208 $ | 30.06.2026 |
Madison Covered Call & Equity Strategy Fund
 Madison Covered Call & Equity Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust 0.01% | 30.09.2025 | 2’574 ( 0.01% ) | 14 208 $ | 30.06.2026 |
Aktive Positionen von John Spence
| Unternehmen | Position | Beginn |
|---|---|---|
| XAI FLOATING RATE & ALTERNATIVE INCOME TRUST | Finanzdirektor/CFO | 27.09.2017 |
XMS Capital Partners LLC
 XMS Capital Partners LLC Investment ManagersFinance Provides financial advisory services | Gründer | 01.01.2006 |
XA Investments LLC
 XA Investments LLC Investment ManagersFinance Provides investment advisory services | Vorstandsvorsitzender | 01.01.2016 |
Ehemalige bekannte Positionen von John Spence
| Unternehmen | Position | Ende |
|---|---|---|
Dresdner Kleinwort & Wasserstein, Inc.
 Dresdner Kleinwort & Wasserstein, Inc. Investment ManagersFinance Provides financial restructuring services | Corporate Officer/Principal | - |
Ausbildung von John Spence
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
12
Beziehungen ersten Grades
6
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
XMS Capital Partners LLC
XMS Capital Partners LLC Investment ManagersFinance Provides financial advisory services | Finance |
XAI Octagon Floating Rate & Alternative Income Term Trust
 XAI Octagon Floating Rate & Alternative Income Term Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Dresdner Kleinwort & Wasserstein, Inc.
Dresdner Kleinwort & Wasserstein, Inc. Investment ManagersFinance Provides financial restructuring services | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
XA Investments LLC
XA Investments LLC Investment ManagersFinance Provides investment advisory services | Finance |
