
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 …
















































































































