In today’s episode of The Truly Diversified Show, Ben is joined by Kimberly Ann Flynn, President of XA Investments, to discuss a timely and often misunderstood corner of the financial world: hedge funds. 

You’ll learn how hedge funds have evolved over the years, and why they are becoming more accessible to a wider range of investors. Hear about a foundational understanding of their purpose, providing potential for higher returns while managing risk, as well as how they fit into the broader spectrum of alternative investments.

Ben and Kimberly also explore recent regulatory changes that could open the door for average investors to access strategies that were once reserved for large institutions. This shift in the retirement planning landscape leads to a vital question: is giving more people access a positive step toward true diversification, or does it introduce unnecessary risk? Learn the potential benefits against the criticisms, as well as how these new opportunities might impact 401(k)s, long-term savings, and retirement planning strategies in the years ahead.

With practical insights from Kimberly’s work at XA Investments, this episode provides a clearer picture of how these strategies could fit into your own financial journey, as well as the mindset shifts required to approach them wisely.

Want to know if hedge funds deserve a spot in your portfolio? Tune in for a clear look at the risks and rewards. If you’ve enjoyed this episode of The Truly Diversified Show, be sure to leave a review and subscribe today! 

Enjoy!

Key takeaways:

• The various strategies used by hedge funds, including equity and credit-focused hedge funds, which aim to deliver more return with less risk.

• How the SEC and the Trump administration have made it easier for Americans to invest in private equity and other alternatives through retirement accounts.

• The need for the industry to invest in technology to incorporate alternative investments into 401(k) plans.

• The importance of financial advisors, wealth managers, and tax planners in guiding investors through complex financial products.

• And much more…

Guest Bio:

Kimberly Ann Flynn is President and Partner at XA Investments, where she leads product and business development, overseeing the firm’s proprietary fund platform and consulting practice. A recognized expert in closed-end fund product development, she frequently speaks at industry events and contributes to media on topics including interval funds and alternative investments. Previously, she was Senior Vice President and Head of Product Development for Nuveen Investments’ Global Structured Products Group, where she launched over 40 closed-end funds and helped raise \$13 billion in capital. Kim began her career in Morgan Stanley’s Investment Banking Division before earning her MBA from Harvard Business School as a William J. Carey scholar. She holds the CFA designation and is active in several professional and nonprofit leadership roles.

Resources:

Kimberly’s LinkedIn

XA Investments

Life Asset, LLC

Disclaimer: 

The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Truly Diversified Show or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.