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157. Understanding Interval Funds feat. Kimberly Ann Flynn

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Manage episode 414496988 series 2985802
Content provided by Aspen Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aspen Funds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We discuss a niche in the alternative market, interval funds & closed-end funds. Kimberly Ann Flynn, Founder of XA Investments and a seasoned MBA from Harvard, shares her expertise in this market. We talk about her journey, how private credit and real estate interact with interval funds generating yields north of 10%, and the growing access for non-accredited investors.

Connect with Kimberly Ann Flynn on LinkedIn https://www.linkedin.com/in/kimberlyannflynn/

Connect with Ben Fraser on LinkedIn ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠

Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠

Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

  continue reading

165 episodes

Artwork
iconShare
 
Manage episode 414496988 series 2985802
Content provided by Aspen Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aspen Funds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We discuss a niche in the alternative market, interval funds & closed-end funds. Kimberly Ann Flynn, Founder of XA Investments and a seasoned MBA from Harvard, shares her expertise in this market. We talk about her journey, how private credit and real estate interact with interval funds generating yields north of 10%, and the growing access for non-accredited investors.

Connect with Kimberly Ann Flynn on LinkedIn https://www.linkedin.com/in/kimberlyannflynn/

Connect with Ben Fraser on LinkedIn ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠

Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠

Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

  continue reading

165 episodes

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