Alternative Credit Access, Outlook and Opportunities – XA Investments – 7.26.19

Summary:

Now On Demand.

Over the last decade, the means by which individual investors access alternatives has evolved and continues to do so. Amid rising volatility in the equity markets, muted return expectations in traditional asset classes and the demise of active equity investing, the interval fund has created a renaissance of interest. Join experts from XA Investments to learn how best to access institutional-caliber alternative credit opportunities to fulfill return, volatility, income and diversification objectives.

Please join us for an exclusive webcast that will cover:

• Accessing Institutional-Caliber Alternative Credit Strategies— Explore how liquidity premiums can increase income and returns
• U.S. Credit Market Outlook— Understand what stable fundamentals mean for new private credit opportunities
• New Avenues to Invest with Interval Funds— Consider some of the benefits of investing in alternatives in a registered fund

Sponsors of this webcast may contact registrants.

Speakers:

Kimberly Flynn serves as Managing Director at XA Investments, a wholly-owned subsidiary of XMS Capital Partners. She is a partner in the firm and responsible for all product and business development activities. Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments’ Global Structured Products Group. In her 11 years at Nuveen, she helped developed over 40 closed-end funds raising ~$13 billion in capital. In her leadership role at Nuveen, Kim was responsible for asset raising activities through the development of new traditional and alternative investment funds including CEFs, ETFs, UITs and commodity pools. Kim received her MBA degree from Harvard University, where she was a William J. Carey scholar and President of the HBS Volunteers. She earned her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999 where she was a valedictorian candidate, Rhodes Scholar Finalist and the first recipient of the Paul F. Conway award given to a senior in the Department of Finance who embodies Notre Dame’s tradition of excellence and who enriches the ideals of the university. Kim earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Chicago.

David Adler is a Senior Advisor to XA Investments on Economics. As an economic analyst and author, he focuses on illiquidity and behavioral economics. David is the author of the monograph, “The New Economics of Liquidity and Financial Frictions,” published by the CFA Institute Research Foundation. Previously, he wrote the liquidity and asset-pricing literature review for the CFA Institute Research Foundation and was co-investigator of a research study of tax-aware practices among investment professionals. David is also the author of “Snap Judgment” (FT Press), which is about behavioral economics, and he is the co-editor of the anthology, “Understanding American Economic Decline” (Cambridge University Press).

David is a producer of the PBS NOVA documentary, “Mind Over Money,” which is about behavioral economics, as well as the documentary “America’s Crisis in Healthcare and Retirement,” which was also shown on PBS. He also participated in related educational and outreach efforts.

He is the moderator of the Bloomberg LiveINSIGHTs conference series and author of related white papers. David has an MA and BA in Economics from Columbia where he received a graduate scholarship, graduated summa cum laude and was awarded Phi Beta Kappa in his junior year as one of the 10 highest-ranked undergraduates and highest-ranked economics major. David also studied graduate economics at New College, Oxford, on a scholarship sponsored by Columbia. He attended the Behavioral Economics Summer Institute (“behavioral summer camp”) in Trento, Italy. David lives in New York.