![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
Finansdirektör/CFO på
XAI FLOATING RATE & ALTERNATIVE INCOME TRUST
Förmögenhet: 2 M $ per 2026-08-31
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.
Kända innehav i offentliga företag
| Företag | Datum | Antal aktier | Värdering | Värderingsdatum |
|---|---|---|---|---|
| 2026-02-19 | 114 477 ( 0,75 % ) | 2 M $ | 2026-08-31 | |
0,27 % | 2025-09-30 | 4 063 ( 0,27 % ) | 97 553 $ | 2026-08-31 |
0,21 % | 2025-09-30 | 967 ( 0,21 % ) | 23 198 $ | 2026-08-31 |
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 % | 2025-09-30 | 2 574 ( 0,01 % ) | 14 775 $ | 2026-08-31 |
Aktiva positioner av John Spence
| Företag | Position | Start |
|---|---|---|
| XAI FLOATING RATE & ALTERNATIVE INCOME TRUST | Finansdirektör/CFO | 2017-09-27 |
XMS Capital Partners LLC
 XMS Capital Partners LLC Investment ManagersFinance Provides financial advisory services | Grundare | 2006-01-01 |
XA Investments LLC
 XA Investments LLC Investment ManagersFinance Provides investment advisory services | Verkställande Direktör | 2016-01-01 |
Tidigare kända positioner av John Spence
| Företag | Position | Slut |
|---|---|---|
Dresdner Kleinwort & Wasserstein, Inc.
 Dresdner Kleinwort & Wasserstein, Inc. Investment ManagersFinance Provides financial restructuring services | Företagsledare/Principal | - |
John Spences utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
21
Första gradens relationer
6
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
