Invest Like a Billionaire

157. Understanding Interval Funds feat. Kimberly Ann Flynn


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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

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