Wealth Management Invest: Exploring Interval and Tender Offer Funds with XA Investments’ Kimberly Flynn

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kimberly Flynn, president of XA Investments, to discuss how interval and tender offer funds are reshaping access to private markets for financial advisors.

Kimberly explains how private credit, private equity and other alternative strategies are being packaged for the wealth channel, and what advisors should understand about their fund structures, platform requirements and track records. She also shares insights from XA Investments’ research on advisor adoption, public/private partnerships and the growing role private markets may play in portfolio construction over time.

Key takeaways:

• Growth in interval and tender offer funds and what it signals about advisor demand for private market exposure
• Differences in adoption across RIAs, wirehouses and IBDs
• How track record requirements and platform standards shape fund availability
• The role of partnerships, indices and research in helping advisors evaluate options

Connect With David Bodamer:

• [e-mail]
• Wealth Management
• LinkedIn: David Bodamer
• LinkedIn: Wealth Management

Connect With Kimberly Flynn:

• LinkedIn: Kimberly Flynn
• Website: XA Investments

Resources:

• Listen to the Wealth Management Invest Podcast on Wealth Management
• Listen and Subscribe to the Wealth Management Invest on Apple Podcasts
• Listen and Subscribe to the Wealth Management Invest on Spotify