E119: Kim Flynn: XA Investments
Download MP3Unlocking Private Markets: How Access and Innovation Are Changing Wealth Investing
Curious about the future of venture capital and how individual investors can break into private markets? On this episode of Female VC Lab, co-founder and president of XA Investments, Kimberly Flynn, reveals the game-changing innovations allowing retail investors to participate in private equity and venture capital. From the evolution of private funds to emerging opportunities and risk-mitigating strategies, this episode is packed with actionable insights for anyone interested in advancing their investment portfolio. Don’t miss Kimberly’s guidance on market trends, fund structures, and how the landscape is opening up for broader access—you’ll come away with a fresh perspective and practical tips for navigating the new world of investing.
Guest Information
Guest Name: Kimberly Flynn
Bio: Kimberly Flynn is co-founder and president at XA Investments, an asset manager and consultant based in Chicago. With over 25 years of industry experience, she specializes in building high-performing products for individual investors and helping firms enter the private wealth space.
Links:
Bio: Kimberly Flynn is co-founder and president at XA Investments, an asset manager and consultant based in Chicago. With over 25 years of industry experience, she specializes in building high-performing products for individual investors and helping firms enter the private wealth space.
Links:
- XA Investments: xainvestments.com
- Kimberly Flynn on LinkedIn
Episode Outline
1. Mission & Inspiration
Discover Kim’s journey from investment banking to founding XA Investments, and how the mission to open up access to private market strategies for individual investors drives her work.
More about XA Investments
Discover Kim’s journey from investment banking to founding XA Investments, and how the mission to open up access to private market strategies for individual investors drives her work.
More about XA Investments
2. Demystifying Private Markets & Fund Structures
Learn how the private equity, real estate, and infrastructure markets operate for endowments and pension funds, and how new products—including evergreen funds—are making these opportunities accessible to retail investors. [05:26]
Learn how the private equity, real estate, and infrastructure markets operate for endowments and pension funds, and how new products—including evergreen funds—are making these opportunities accessible to retail investors. [05:26]
3. The Future of Venture Capital & Accessible Portfolio Allocations
Get Kimberly’s predictions for the next two years: how risk-mitigated and diversified fund structures are transforming access to venture capital, and ways investors can participate in emerging themes like AI. [12:13]
Get Kimberly’s predictions for the next two years: how risk-mitigated and diversified fund structures are transforming access to venture capital, and ways investors can participate in emerging themes like AI. [12:13]
Related Episodes & Additional Resources
- Books & articles:
- The Tattooist of Auschwitz (personal recommendation)
- Financial Times, The Economist, Barron’s, CityWire, Wealth Management
- Industry tools:
- FundFire, Ignites
Host & Show Info
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Transcript
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