For BD/RIA Use Only

 

Opportunities for Alpha & Income Generation in CLOs with Oxford Park Income Fund, Inc.

Due Diligence Event


Learn how and why institutional investors are using CLOs to generate alpha and increase income.


Investing in CLOs requires size, scale, and experience. Oxford Funds is one of the longest running, most active, and largest specialists in the market.


Join us as we explain the benefits and risks of this asset class.


RSVP

April 10, 2024

12:30pm - 2:30pm CST


Lunch will be served at 12:30pm at

Remington's

20 N Michigan Avenue | Chicago, IL 60602


Register Here
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Agenda

12:30pm - 1:00pm

Oxford Funds Background & The Case for CLO Equity Through Various Market Cycles



1:00pm - 1:30pm

The Oxford Approach: How We Seek to Generate Income and Alpha

1:30pm - 2:00pm

The Oxford Park Income Fund Structure and Operations



2:00pm - 2:30pm

Closing Remarks, Q&A

Founded in 2002, Oxford Funds, LLC is a credit-focused investment firm managing U.S. CLO equity, U.S. CLO junior debt and syndicated corporate loan investments. Since 2009, Oxford Funds has deployed in excess of $7.6bn in CLO tranche investing. Among many industry recognitions, Oxford Funds was voted Best US CLO Equity Investor by the Creditflux CLO Consensus 2022.

Our Presenters

Jonathan Cohen

Chief Executive Officer

Nick Worontzoff

Managing Director, Marketing

Learn More About Oxford Funds

Contact Us

Email: [email protected]

Phone: (203) 983-5275

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The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum or Registration Document (the “Offering Documents”) which is available upon request, (iii) do not and cannot replace the Offering Documents and is qualified in its entirety by the Offering Documents, and (iv) may not be relied upon in making an investment decision related to any investment offering by the respective issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the Offering Documents and no person may invest without acknowledging receipt and complete review of the Offering Documents.


With respect to any targeted goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. These targeted factors are based upon reasonable assumptions more fully outlined in the Offering Documents. Consult the Offering Documents for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. Past performance is no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum or Registration Statement issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein.



JCC Capital Markets, LLC (“JCC”) is a FINRA/SIPC member and is located in Laguna Niguel, CA. JCC and/or its officers or affiliates may from time to time acquire, hold, or sell a position in the securities discussed herein or may have a corporate finance or advisory relationship with such companies.



Securities only available in states where JCC is registered. No entities mentioned in this communication are affiliated with JCC.