How can everyday investors access private equity, infrastructure, and private credit assets once reserved for institutions? Kimberly Flynn, CFA, to unpack how interval and closed-end funds are transforming access to alternatives. With over 25 years in finance and leadership experience, she shares insights on product innovation, performance fees, SEC regulations, and why private wealth is the new frontier for alternative investing.

Key Takeaways To Listen For

• XA Investments’ origin story and mission to open private markets for individuals
• How mutual funds, ETFs, and closed-end funds differ in liquidity and structure
• Infrastructure investing: airports, toll roads, and built-in inflation hedges
• Why private credit is dominating 2025 fund flows, and how yield drives adoption
• A more resilient strategy than direct lending in volatile markets

Resources/Links Mentioned In This Episode

• Cliffwater Funds
• KKR and Capital Group Launch Public Private Investment Solutions
• Hamilton Lane
• Partners Group
• Murderland by Caroline Fraser | Kindle and Hardcover

About Kimberly Flynn
Kimberly Flynn, CFA, is the Managing Director of Alternative Investments at XA Investments. She leads product development, distribution, and investor education for interval funds and other alternative investment solutions. Before joining XA Investments, Kimberly was a Managing Director at Nuveen Investments, where she spent over a decade building and supporting alternative investment products. She is a recognized industry expert on closed-end funds and interval funds, frequently speaking at conferences and contributing to industry publications. Kimberly holds the Chartered Financial Analyst (CFA) designation and brings extensive experience in helping financial advisors and investors access institutional-quality alternative strategies.

Connect with Kimberly

• Website: XA Investments
• LinkedIn: Kimberly Ann Flynn, CFA

Connect With Us
If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

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