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Kim Flynn

President at XA Investments

Kimberly Ann Flynn is a President at XA Investments. She is a partner in the firm and responsible for all product and business development activities. Kim is responsible for the firm’s proprietary fund platform and consulting practice. Kim has developed an expertise in closed-end fund product development and is a frequent contributor to media and industry events on topics including interval funds, alternative investments and London-listed investment companies. Kim has earned the CFA designation and is a member of the CFA Institute and CFA Society Chicago. She is also Series 7, 63 and 24 licensed.

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BOOK NOW FOR your podcast

Kim Flynn

President at XA Investments

Kimberly Ann Flynn is a President at XA Investments. She is a partner in the firm and responsible for all product and business development activities. Kim is responsible for the firm’s proprietary fund platform and consulting practice. Kim has developed an expertise in closed-end fund product development and is a frequent contributor to media and industry events on topics including interval funds, alternative investments and London-listed investment companies. Kim has earned the CFA designation and is a member of the CFA Institute and CFA Society Chicago. She is also Series 7, 63 and 24 licensed.

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As seen on

“It was a record year for tender offer and interval fund launches, with 50 new offerings coming to market and notable new entrants awaiting approval from the Securities and Exchange Commission (SEC). Many of these are from established private market managers, including Ardian, Coatue, Coller Capital and Stonepeak. 

This is a sign of a maturing market and is perhaps in part due to the continued success of Blackstone’s registered funds in the private wealth channel. Other alternative investment managers appear to now have proof of concept sufficient to proceed with their own initiatives to launch proprietary funds for non-institutional investors.” 

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Timeline

Mar 2016 - Present

XA Investments

President

Mar 2016 - Present

Jul 2004 - Mar 2016

Nuveen Investments

Senior Vice President, Head of Product Development

Jul 2004 - Mar 2016

Jun 2003 - Aug 2003

Capital Group

Summer Associate

Jun 2003 - Aug 2003

Jul 1999 - Feb 2002

Morgan Stanley

Investment Banking Analyst

Jul 1999 - Feb 2002

Ask me

Why are US companies staying private longer and what are the implications for my investment portfolio?
What are the investment benefits of alternative investments?
Why have retail investors had very limited access to private equity and venture capital and how is that changing now?
What is an interval fund and how might retail investor purchase one?
What are the risks and rewards of private market investments and how does that compare to traditional stock/bond investing?

Podcast agent: Kate N

kate@kitcaster.com

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