Join us for this upcoming webinar that you don't want to miss!
This webinar is free and is sponsored by The Southeastern Alternative Funds Association (SEAFA). Andres Sandate, President of SEAFA and Founder, CEO of Endurance Strategies will interview Kimberly Flynn, CFA, President of XA Investments. Kim is an expert in helping asset managers establish registered closed-end funds, which include the increasingly popular interval fund structure, and will discuss why and how alternative asset managers are utilizing this vehicle to access retail investor capital. As the private wealth channel (RIAs, Broker-Dealers, MFOs, etc.) continues to grow as a source of capital for alternative asset managers, understanding the factors that go into establishing, launching, and growing an interval fund or other registered fund offering have become important to alternative asset managers.
Kim Flynn, CFA
President
XA Investments LLC
Kim Flynn, CFA, is a member of the founding leadership team for Chicago-based XA Investments (XAI), helping launch the firm in 2016 as Managing Director where she built XAI’s proprietary closed-end fund platform. In 2020, Kim introduced the firm’s consulting practice to assist clients with developing US and UK registered closed-end funds.
In her recently expanded role to President of XAI, Kim will work to grow XAI’s presence in the interval fund marketplace and will expand XAI’s team to support the growth of the business. She will continue to lead XAI’s proprietary closed-end fund platform, consulting practice and research business. Over the last five years, XAI has expanded its consulting practice to serve asset management clients on alternative product design and development projects. XAI recently launched its subscription-based research portal for asset managers to access in-depth quarterly research on the interval fund and tender offer fund marketplace.
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.
Kim has more than 20 years of experience in investment product strategy, design and development. Prior to joining XAI, she led Nuveen Investment’s Global Structured Products Group which was responsible for the listed closed-end fund business. Her experience includes roles in registered fund product development for both traditional and alternative investment strategies. In her 11 years at Nuveen, she helped develop over 40 closed-end funds, raising approximately $13 billion in capital.
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.
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SEAFA
The Southeastern Alternative Funds Association (SEAFA) provides education, interaction, and advancement of its members engaged in the alternative investment community in the Southeast.
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