A SEAT at THE TABLE: Conversations with Today's Top Industry Leaders

Making Institution-Caliber Alternative Investments Accessible to Individual Investors

November 19, 2023 Kimberly Flynn, Managing Director, XA Investments Season 13 Episode 9
A SEAT at THE TABLE: Conversations with Today's Top Industry Leaders
Making Institution-Caliber Alternative Investments Accessible to Individual Investors
Show Notes

For nearly two decades most investors’ attention was focused on the stock market. 

Then suddenly central banks began raising interest rates and investors began to rethink their strategies.

That’s given rise to growing interest in a range of alternative investment vehicles, including CEFs, internal funds, ETFs, UITs, and commodity pools.

However, until now most of these investment vehicles have only been available to institutional investors.   

I’m Jane Singer and welcome back to A Seat at The Table where we sit down with industry leaders and innovators to gain valuable insights that will help us grow our businesses.

Today we’re joined by Kimberly Flynn, managing director and partner at XA Investments.  Having previously served as the Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group, Kim's leadership and dedication played a pivotal role in developing over 40 closed-end funds and raising approximately $13 billion in capital.

Kim will discussing:

The democratization of alternative investments that is allowing individual investors access to institutional-caliber strategies.

What she sees as the top emerging alternative asset classes.

What investors need to consider in an investment environment where there’s high interest rates and inflation.

How alternative investments can work with an ESG strategy.

Useful Links:

Asianet Consultants:  https://asianetconsultants.com

Kimberly Flynn:  kflynn@XAInvestments.com

XA Investments:   www.xainvestments.com

Visit A Seat at The Table's website at https://seat.fm