Kimberly Flynn
Kimberly Flynn is the President of XA Investments, an alternative investment management and consulting firm. She is a Partner in the firm and oversees all product and business development activities. She is also responsible for the firm’s proprietary fund platform and consulting practice. Flynn has 15 years of investment banking and product development experience. She has developed an expertise in closed-end fund product development and is a frequent contributor to media and industry events. Previously, Flynn was Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group. In her 11 years at Nuveen, she helped develop over 40 closed-end funds, raising approximately $13 billion in capital.
Kimberly Flynn Professional Experience / Academic History
Professional Experience
-
President
-
Senior Vice President and Head of Product Development
-
Summer Associate
-
Investment Banking Analyst
Academic History
-
M.B.A., Finance and Marketing
-
B.B.A., Finance and Business Economics
Flynn is Founding Member of XAI, helping launch the team in 2016 as Managing Director where she built the firm's proprietary closed-end fund platform.
In 2020, she introduced the firm’s consulting practice to assist clients with developing US and UK registered closed-end funds.
As President, she works to grow XAI's presence in the interval fund marketplace and expand XAI's team to support the growth of the business.
CURRENT AFFILIATIONS
Leadership Committee, Notre Dame Wall Street
Advisory Board Member, Youth Guidance Becoming a Man Program
Member, University Club of Chicago
Flynn was Senior Vice President and Head of Product Development at Nuveen.
She was responsible for asset-raising activities through the development of new, traditional and alternative investment funds, including CEFs, ETFs, UITs and commodity pools.
Her experience also included roles in registered fund product development for both traditional and alternative investment strategies.
EARLY CAREER
She was a Summer Associate at Capital Group, where she covered the Toy Industry including Mattel, Hasbro, LeapFrog, and Toys R Us.
Before attending Harvard Business School, she spent three years working in Morgan Stanley's Investment Banking Division in their Chicago office.
She received her MBA degree from Harvard University, where she was a William J. Carey scholar and President of the HBS Volunteers.
MEDIA & APPEARANCES
Flynn is a frequent contributor to media and industry events on topics including interval funds, alternative investments and London-listed investment companies.
She has appeared as a guest on Real Vision.