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Connect with Kimberly Flynn:
Website: xainvestments.com
LinkedIn: linkedin.com/in/kimberlyannflynn
Timestamps:
00:00 A Deep Dive into Personal Musical Journeys
02:18 Exploring the World of XA Investments
06:03 The Intricacies of Interval Funds Explained
08:31 Navigating the Landscape of Retail Alternatives
15:58 The Future of Interval Funds and Market Trends
21:54 Misconceptions and Challenges in Interval Fund Investments
27:35 Navigating Distribution Challenges in Wealth Management
28:24 The Importance of Feasibility Studies and Product Structure
30:09 Exploring Interval Funds and Market Trends
32:17 The Role of Technology in Enhancing Distribution and Investor Experience
41:48 Board Requirements and Governance in Fund Management
43:52 Deciding Factors for Choosing Closed-End Fund Structures
48:40 The Value of Interval Funds for Investors
Disclaimer:
Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
