Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group.
In today’s episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of interval funds. Then, Kim covers the challenges and opportunities in the interval fund space, and the potential for innovation with different asset classes, and best practices for advisors and investors interested in these products.
(0:00) Starts
(0:34) Introduction of Kim Flynn
(1:47) Understanding interval funds
(8:41) Future trends and innovation in closed-end and interval funds
(15:38) Valuation and liquidity concerns in interval funds
(20:19) Accessibility and indexation of interval funds for retail investors
(30:36) Exploring farmland and "forever fund" concepts
(32:49) Private credit, venture capital, and sector-specific interval fund potential
(38:16) Guidance for financial advisers on interval funds
(46:46) Outlook for interval funds
(49:15) Kim's most memorable investment
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For detailed show notes, click here
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
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