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.


Reimbursements provided for airfare, hotel, and transportation upon request.


RSVP

September 18: Dinner

September 19: Diligence Meeting

9:00am - 12:00pm ET

Register Here

Agenda



Wednesday, September 18, 2024

6:00pm - 7:30pm

Dinner (optional)

Oxford Park Team




Thursday, September 19, 2024

9:00am - 9:30am

Oxford Funds – Background and Firm History

Jonathan Cohen, CEO


9:30am - 10:00am

The Case for CLO Equity Through All Market Cycles

Jonathan Cohen, CEO

10:00am - 10:30am

The Oxford Approach: Generating Income and Alpha

Jonathan Cohen, CEO

Investment Team


10:30am - 10:45am

Oxford Park Income Fund Structure and Operations

Nick Worontzoff, Managing Director, Marketing

Aasiya Kothawala, Investor Relations


10:45am - 11:00am

Closing Remarks and Q&A

Oxford Park Team


11:00am - 12:00pm

Lunch


12:15pm

Visit to Oxford Funds Corporate Office (optional)

Transportation will be provided to and from the office

Addresses:



September 18, 2024

Lugano Wine Bar & Salumeria

1392 E Putnam Avenue | Old Greenwich, CT 06870


September 19, 2024

The J House

1114 E Putnam Avenue | Riverside, CT 06878

 

Oxford Funds Corporate Office

Oxford Funds, LLC | 8 Sound Shore Drive - Suite 255 | Greenwich, CT 06830

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 $7.4bn over its 15-year track record 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: ir@oxfordfunds.com

Phone: (203) 983-5275

Email Us
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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.



Skyway Capital Markets, LLC is a FINRA/SIPC member and is located in Tampa, FL and Atlanta, GA. Skyway Capital Markets, LLC 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 Skyway Capital Markets, LLC is registered. No entities mentioned in this communication are affiliated with Skyway Capital Markets, LLC.