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Podcast: The Wealth Flow
Episode: EP182: How Interval Funds Are Democratizing Alternative Investing - Kimberly Flynn, CFA
Description: 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. Â 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, a...