Kimberly Ann Flynn is a Managing Director at XA Investments. She is a partner in the firm and is responsible for all product and business development activities. Kim is responsible for the firm’s proprietary fund platform and consulting practice. Kim has developed an expertise in closed-end fund ...more

Kimberly Ann Flynn is a Managing Director at XA Investments. She is a partner in the firm and is responsible for all product and business development activities. Kim is responsible for the firm’s proprietary fund platform and consulting practice. Kim has developed an expertise in closed-end fund product development and is a frequent contributor to media and industry events on topics including interval funds, alternative investments, and London-listed investment companies. Kim has earned the CFA designation and is a member of the CFA Institute and CFA Society Chicago. She is also Series 7, 63, and 24 licensed. 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 develop over 40 closed-end funds, raising approximately $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. Before attending Harvard Business School, Kim spent three years working in Morgan Stanley's Investment Banking Division (1999-2002) in their Chicago office. 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 serves on the Notre Dame Wall Street leadership committee. She also serves on the finance committee of the University Club of Chicago and on the advisory board of Youth Guidance’s Becoming A Man program. She is an active member of the University Club of Chicago and the Harvard Club of New York City, where she conducts regular business. Kim and her family - husband, Leo; son, Teddy; and daughter, Rose - live in Lincoln Park. Specialties: Interval Funds, Tender Offer Funds, Permanent Capital Vehicles, Private Markets, Alternative Investments, Product Structuring, New Product Development, Fund Conversions, Product Management, Research, Analysis, Financial Product Marketing, Closed-End Funds, Structured Productsless