EPISODE · Jun 7, 2024 · 51 MIN
Exploring Interval Funds and the Future of Alternative Investments with Kimberly of XA Investments
from Alt Funds Network · host Kimberly Flynn, Skyler Steinke, Mike Schroeder
Find us online: https://altfunds.io/Email us with topic ideas: [email protected]: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Kimberly Flynn:Website: xainvestments.comLinkedIn: linkedin.com/in/kimberlyannflynn Timestamps:00:00 A Deep Dive into Personal Musical Journeys02:18 Exploring the World of XA Investments06:03 The Intricacies of Interval Funds Explained08:31 Navigating the Landscape of Retail Alternatives15:58 The Future of Interval Funds and Market Trends21:54 Misconceptions and Challenges in Interval Fund Investments27:35 Navigating Distribution Challenges in Wealth Management28:24 The Importance of Feasibility Studies and Product Structure30:09 Exploring Interval Funds and Market Trends32:17 The Role of Technology in Enhancing Distribution and Investor Experience41:48 Board Requirements and Governance in Fund Management43:52 Deciding Factors for Choosing Closed-End Fund Structures48:40 The Value of Interval Funds for Investors Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
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What this episode covers
Background: Kimberly Flynn, CFA is the President of XA Investments where she is responsible for all product and business development activities. XA Investments has a proprietary closed-end platform and a consulting practice to assist clients with developing US and UK registered closed-end funds and interval funds. Description: In a comprehensive discussion, Kimberly from XA Investments explains the intricacies of interval funds, their growth in the investment market, and how they serve as a bridge for individual investors to access private markets. She walks through the motivations for fund managers to launch interval funds, the operational and regulatory considerations, and the benefits these funds offer in terms of diversification and potential returns. Kimberly also addresses the challenges of distribution, the technology investments needed to enhance investor experience, and the future landscape of interval funds. Additionally, the conversation covers the importance of board structure and the economics of starting an interval fund. This dialogue offers valuable insights for both fund managers considering interval fund creation and investors looking to understand the opportunities these funds present.
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Exploring Interval Funds and the Future of Alternative Investments with Kimberly of XA Investments
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