Videos
-
05/16/2023
Blue Vault: The Growth of Interval
Funds
Kimberly Flynn, Managing Director of Alternative Investments at XA Investments, discusses the recent growth of the interval fund market.
(2 min, 44 seconds)
Kimberly Flynn, Managing Director of Alternative Investments at XA Investments, discusses the recent... read more -
08/08/2022
Why London-Listed Funds Can Be Attractive To
US Alternative Investment Managers
Kimberly Flynn, Managing Director at XA Investments discusses why U.S.-based managers interested in permanent capital and seeking ways to diversify their investor base are increasingly turning to the London Listed Investment Company market.
(9 min, 51 seconds)
Kimberly Flynn, Managing Director at XA Investments discusses why U.S.-based managers interested... read more -
08/02/2021
Alternative Income Opportunities in the CEF
Market
Kimberly Flynn, Managing Director of Alternative Investments at XA Investments discusses opportunities in the CEF market for alternative investments which may provide income in the current market environment.
(10 min)
Kimberly Flynn, Managing Director of Alternative Investments at XA Investments discusses opportunities... read more -
07/28/2020
SS&C: Product Development in Our New
Normal
Kimberly Flynn, Managing Director from XA Investments, and fellow panelists JoAnn Strasser and Eric Hewitt discuss new product trends post COVID-19. From the rise of non-transparent ETFs to the acceleration in launches of interval funds, the SS&C panel, moderated by Michael Andrews, covers various new registered fund structures for asset managers to consider.
Kimberly Flynn, Managing Director from XA Investments, and fellow panelists JoAnn Strasser and Eric... read more -
05/23/2019
MASTERCLASS: Liquid Alternatives - May
2019
Kimberly Flynn, Managing Director of Alternative Investments at XA Investments discusses alternative investments and how they fit into various portfolio strategies and aim to provide diversification.
(51 min, 40 seconds)
Kimberly Flynn, Managing Director of Alternative Investments at XA Investments discusses alternative... read more -
01/25/2019
Accessing Alternatives to Meet Client Income
and Return Goals
Kimberly Flynn, Managing Director of Alternative Investments at XA Investments LLC discusses opportunities in alternatives with Liz Claman and highlights access points for less liquid alternative investments in the current marketplace.
In this report:
- Spectrum of Alternative Investments
- Benefits of Less Liquid Alternatives
- Expense Considerations
(5 min 16 seconds)
Kimberly Flynn, Managing Director of Alternative Investments at XA Investments LLC discusses opportunities... read more - Spectrum of Alternative Investments
-
10/03/2018
MASTERCLASS: Liquid Alternatives - October
2018
Liquid Alternatives have provided investors with access to new opportunities around the world. How should investors be thinking about them? Andrew Weisman, Kimberly Flynn and Cleo Chang join together to discuss the challenges and opportunities alternative investment managers are addressing in the current environment.
(1 hr 5 min 10 seconds)
Liquid Alternatives have provided investors with access to new opportunities around the world. How... read more -
11/20/2017
NYSE - Opening Bell Ringing
XA Investments LLC and Octagon Credit Investors, LLC ring The NYSE Opening Bell®.
(1 min 16 seconds)
XA Investments LLC and Octagon Credit Investors, LLC ring The NYSE Opening Bell®. (1 min 16 seconds)... read more -
10/27/2017
Why Do Closed End Funds Make Sense for
Alternatives?
Paul Williams and John Dudzik
(2 min 23 seconds)
Paul Williams and John Dudzik (2 min 23 seconds)... read more -
10/27/2017
Capturing Liquidity Premiums
David Adler
(2 min 12 seconds)
David Adler (2 min 12 seconds)... read more
The videos set forth on this website (the “Videos”) have been prepared by XA Investments LLC for informational purposes and are not intended to be relied upon as a forecast, research or investment advice, and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date noted and may change without notice as subsequent conditions vary. Past performance is no guarantee of future results.
The information and opinions contained in the Videos are derived from proprietary and non-proprietary sources deemed by XA Investments LLC to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by XA Investments LLC, its officers, employees or agents. The Videos may contain ‘forward-looking’ information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in the Videos is at the sole discretion of the reader.
All investments carry a certain degree of risk and there is no assurance that an investment will provide positive performance over any time period. The instruments and strategies described in the Videos are not representative of the investment strategy of any fund. Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. Investments made by a fund and the results achieved by a fund are not expected to be the same as those made by any other fund, investment objective or policies. There is no guarantee that any investment strategy will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. Investors should consult their investment professional prior to making any investment decision.
No part of the Videos may be reproduced in any form, or referred to in any other publication, without express written permission of XA Investments LLC.
