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XA Investments Appoints Lauren Michalak as Managing Director and Head of Product Development & Strategy

  • XA Investments LLC announced that Lauren Michalak joined the firm as managing director and head of product development & strategy.
  • Michalak will lead product development & strategy efforts for XAI's proprietary closed-end funds.
  • She will also provide consulting & research support to the firm's interval fund & research clients.
  • Michalak brings 20 years of experience from Nuveen, where she led product development, business transformation, & strategic initiatives.
  • During her tenure at Nuveen, she raised over $15 billion of new capital & served as head of strategy for North America's Responsible Investing business line.
  • Her previous roles included driving enterprise transformation, investment team integration, & operating model redesign at Nuveen.
  • Michalak holds an MBA from the University of Chicago Booth School of Business & a BA in economics & mathematics from Loyola University Chicago.
  • She holds FINRA Series 7, 79, & 63 licenses.
  • XAI serves as investment adviser for the XAI Octagon Floating Rate & Alternative Income Trust, XAI Madison Equity Premium Income Fund, & Octagon XAI CLO Income Fund.
  • The firm also offers investment fund structuring, custom product build, & consulting services to institutional clients.
  • XA Investments is a Chicago-based firm founded in 2016 by XMS Capital Partners.