John Spence
Director of Finance/CFO at XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST
Net worth: 4 M $ as of 30/03/2024
Profile
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.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 10/12/2023 | 533,926 ( 1.02% ) | 4 M $ | 30/03/2024 |
John Spence active positions
| Companies | Position | Start |
|---|---|---|
| XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST | Director of Finance/CFO | 26/09/2017 |
XMS Capital Partners LLC
 XMS Capital Partners LLC Investment ManagersFinance XMS Capital Partners LLC engages in the provision of financial advisory services. It offers mergers and acquisitions, divestitures, private placements, initial public offering, and debt restructuring advisory services. The company was founded by John Spence and Theodore Brombach in 2006 and is headquartered in Chicago, IL. | Founder | 31/12/2005 |
XA Investments LLC
 XA Investments LLC Investment ManagersFinance Part of Xms Holdings LLC, XA Investments LLC is a Chicago-based investment manager that provides investment advisory services, investment fund structuring, and consulting services to meet institutional client needs. XA Investments believes that the investing public can benefit from new vehicles to access a broad range of alternative investment strategies and managers. The CEOs of the American company are Theodore J. Brombach and John Spence. The private company was founded in April 2016 and offers custom product build and consulting services, including development and market research, sales, marketing, fund management, and administration. | Chief Executive Officer | 31/12/2015 |
Former positions of John Spence
| Companies | Position | End |
|---|---|---|
| Dresdner Kleinwort & Wasserstein, Inc. | Corporate Officer/Principal | - |
Training of John Spence
| University of Notre Dame | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
XMS Capital Partners LLC
XMS Capital Partners LLC Investment ManagersFinance XMS Capital Partners LLC engages in the provision of financial advisory services. It offers mergers and acquisitions, divestitures, private placements, initial public offering, and debt restructuring advisory services. The company was founded by John Spence and Theodore Brombach in 2006 and is headquartered in Chicago, IL. | Finance |
| Dresdner Kleinwort & Wasserstein, Inc. | Finance |
| XAI Octagon Floating Rate Alternative Income Term Trust | |
XA Investments LLC
XA Investments LLC Investment ManagersFinance Part of Xms Holdings LLC, XA Investments LLC is a Chicago-based investment manager that provides investment advisory services, investment fund structuring, and consulting services to meet institutional client needs. XA Investments believes that the investing public can benefit from new vehicles to access a broad range of alternative investment strategies and managers. The CEOs of the American company are Theodore J. Brombach and John Spence. The private company was founded in April 2016 and offers custom product build and consulting services, including development and market research, sales, marketing, fund management, and administration. | Finance |
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