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Kim Flynn
President at XA Investments
- Alternative Investments
- Entrepreneur
- 📍Chicago, IL
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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LET'S TALK ABOUT
- Democratization of Alternative Investments
- Improving retail access to private markets
- The rise of new alternative products for the private wealth market
- Solving for the retirement income challenge
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Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group. In her 11 years at Nuveen, she helped develop over 40 closed-end funds, raising approximately $13 billion in capital. In her leadership role at Nuveen, Kim was responsible for asset-raising activities through the development of new, traditional and alternative investment funds, including CEFs, ETFs, UITs and commodity pools.
Kim received her MBA degree from Harvard University, where she was a William J. Carey scholar and President of the HBS Volunteers. Before attending Harvard Business School, Kim spent three years working in Morgan Stanley's Investment Banking Division (1999-2002) in their Chicago office. She earned her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999 where she was a valedictorian candidate, Rhodes Scholar finalist and the first recipient of the Paul F. Conway Award, given to a senior in the Department of Finance who embodies Notre Dame's tradition of excellence and who enriches the ideals of the university.
Kim was recently selected to serve on the Notre Dame Wall Street leadership committee. She also serves on the board of the Women in ETFs Chicago chapter as Head of the Mentorship Committee and on the advisory board of Youth Guidance's Becoming A Man program. She is an active member of the University Club of Chicago and the Harvard Club of New York City, where she conducts regular business. Kim and her family - husband, Leo; son, Teddy; and daughter, Rose - live in Lincoln Park.
BOOK NOW FOR your podcast
Kim Flynn
President at XA Investments
- 📍Chicago, IL
- Alternative Investments
- Entrepreneur
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.
read more
Â
LET'S TALK ABOUT
- Democratization of Alternative Investments
- Improving retail access to private markets
- The rise of new alternative products for the private wealth market
- Solving for the retirement income challenge
--
Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group. In her 11 years at Nuveen, she helped develop over 40 closed-end funds, raising approximately $13 billion in capital. In her leadership role at Nuveen, Kim was responsible for asset-raising activities through the development of new, traditional and alternative investment funds, including CEFs, ETFs, UITs and commodity pools.
Kim received her MBA degree from Harvard University, where she was a William J. Carey scholar and President of the HBS Volunteers. Before attending Harvard Business School, Kim spent three years working in Morgan Stanley's Investment Banking Division (1999-2002) in their Chicago office. She earned her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999 where she was a valedictorian candidate, Rhodes Scholar finalist and the first recipient of the Paul F. Conway Award, given to a senior in the Department of Finance who embodies Notre Dame's tradition of excellence and who enriches the ideals of the university.
Kim was recently selected to serve on the Notre Dame Wall Street leadership committee. She also serves on the board of the Women in ETFs Chicago chapter as Head of the Mentorship Committee and on the advisory board of Youth Guidance's Becoming A Man program. She is an active member of the University Club of Chicago and the Harvard Club of New York City, where she conducts regular business. Kim and her family - husband, Leo; son, Teddy; and daughter, Rose - live in Lincoln Park.
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.Â
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.”Â
Timeline
Jul 2004 - Mar 2016
Nuveen Investments
Senior Vice President, Head of Product Development

Jun 2003 - Aug 2003
Capital Group
Summer Associate

Jul 1999 - Feb 2002
Morgan Stanley
Investment Banking Analyst

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? |