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How the Average Investor Finds Success in Unicorn Private Markets

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Manage episode 417136426 series 2994685
Content provided by Axel Meierhoefer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Axel Meierhoefer 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.

Why listen to our interview with Kimberly Flynn, CFA:

  • Founder and Managing Director of XA Investments where she is responsible for all product and business development activities.
  • XA Investments has a proprietary closed-end platform and a consulting practice to assist clients with developing US and UK-registered closed-end funds.
  • Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments’ Global Structured Products Group.
  • Kim received her MBA degree from Harvard University and her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999. Kim earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Chicago.
  • and more see below 👇👇

[00:00-13:48] Tap into private market investing and alternative lenders
[13:49-18:18] How rich do I have to be to invest in SpaceX|Public companies?
[18:19-26:00] Is investing in private markets better than public markets?
[26:01-29:26] Why apprenticeship model leads you to success
[29:27-31:29] Get advice on alternative investing today
[31:30-33:51] Investor Q&A

Answer your alternative investing questions today at www.xainvestments.com

***

More on YouTube? Check the video version on Youtube

Feel free to book a call and plan how to reach your time-freedom point faster.

Visit us at idealinvestorshow.com

Start taking action right NOW!

Connect with us through social! We’d love to build a community of like-minded people like YOU!

Support the Show.

  continue reading

280 episodes

Artwork
iconShare
 
Manage episode 417136426 series 2994685
Content provided by Axel Meierhoefer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Axel Meierhoefer 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.

Why listen to our interview with Kimberly Flynn, CFA:

  • Founder and Managing Director of XA Investments where she is responsible for all product and business development activities.
  • XA Investments has a proprietary closed-end platform and a consulting practice to assist clients with developing US and UK-registered closed-end funds.
  • Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments’ Global Structured Products Group.
  • Kim received her MBA degree from Harvard University and her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999. Kim earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Chicago.
  • and more see below 👇👇

[00:00-13:48] Tap into private market investing and alternative lenders
[13:49-18:18] How rich do I have to be to invest in SpaceX|Public companies?
[18:19-26:00] Is investing in private markets better than public markets?
[26:01-29:26] Why apprenticeship model leads you to success
[29:27-31:29] Get advice on alternative investing today
[31:30-33:51] Investor Q&A

Answer your alternative investing questions today at www.xainvestments.com

***

More on YouTube? Check the video version on Youtube

Feel free to book a call and plan how to reach your time-freedom point faster.

Visit us at idealinvestorshow.com

Start taking action right NOW!

Connect with us through social! We’d love to build a community of like-minded people like YOU!

Support the Show.

  continue reading

280 episodes

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