Kim Flynn - Unlocking Alternative Investments | #585

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 6 June 2025

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- 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. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor show, where the focus is on helping you grow and preserve your wealth.
0:10.9	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser.
0:16.9	Better investing starts here.
0:19.5	Metfabor is the co-founder and chief investment officer at Cambria Investment Management.
0:22.6	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:25.8	All opinions expressed by podcast participants are solely their own opinions and do not reflect
0:28.9	the opinion of Cambria Investment Management or its affiliates.
0:31.2	For more information, visit camriainvestments.com.
0:34.2	Welcome back, everybody. We got a fun episode today. We're joined by Kim Flynn, president of
0:40.1	X-A investments, where she helps provide access to alts and vehicles are tailored to meet the needs
0:45.7	of individual investors. We've been diving into this topic a little bit recently. Before her role,
0:50.6	she had a product development for Nuveen investments, Global Structured Products Group.
0:55.5	Kim is one of the most knowledgeable people on the democratization of all investments,
1:00.2	growth of the Interval Fund market. Kim, welcome the show. Thank you, Mep, for having me.
1:04.7	That was a wordful in the beginning, but you are now currently at XA. For those who don't know
1:09.7	what XA is, what is XA?
1:12.3	We are focused entirely on alternatives and the intersection of retail investment into
1:18.6	private markets. And to make these vehicles available, we're basically building
1:24.1	SEC registered closed-end funds, listed closed-end funds, interval funds,
1:28.9	because they can house illiquid assets. There's a lot of sort of innovative products that have
1:34.3	come before interval funds, things like non-listed reeds and non-listed BDCs. And this is just
1:39.9	sort of the latest advent of product innovation, but you can put pretty much anything into an
	...

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