Income Strategies with CLOs – Oxford Park Income Fund – 2.14.24


Title: Income Strategies with CLOs
Date: Wednesday, February 14, 2024
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Collateralized Loan Obligations (CLOs) can be used to generate income and alpha for client portfolios. Institutional investors utilize CLOs in specialized markets where expertise and scale may unlock unique investing opportunities. Join our team of experts as they provide insights and cover:

  • Benefits and Risks of the CLO Market
  • Scale, Access and Expertise of an Institutional Investor
  • Income Generation and Alpha with CLO Investing
  • Market Outlook and Historical Perspective

Accepted for 1 CFP® / IWI / CFA CE Credit


Jonathan Cohen Jonathan Cohen Co-Founder, Chief Executive Officer Oxford Park Income Fund, Inc.

Mr. Cohen is the Chief Executive Officer of Oxford Gate Management, LLC, Oxford Square Capital Corp. and Oxford Lane Capital Corp. Previously, Mr. Cohen managed technology research groups at Wit SoundView, Merrill Lynch & Co., UBS Securities and Salomon Smith Barney. Mr. Cohen has more than 15 years of experience in technology-related equity research and was named to the Institutional Investor “All-American” research team in 1996, 1997 and 1998. Mr. Cohen received a B.A. in Economics from Connecticut College and an M.B.A. from Columbia University.

Joe Kupka Joe Kupka Managing Director, Portfolio Manager Oxford Park Income Fund, Inc.

Mr. Kupka is a Managing Director and Portfolio Manager of Oxford Funds, LLC. Previously, he worked as a risk analyst for First Equity Card Corporation. Mr. Kupka has a B.S. in Mechanical Engineering from the University of Pennsylvania, where he was the Abel and Bernstein Class of 1945 Scholarship Recipient.

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.