Exploring Interval Funds and the Future of Alternative Investments with Kimberly of XA Investments

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Website: xainvestments.com

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Timestamps:

00:00 A Deep Dive into Personal Musical Journeys

02:18 Exploring the World of XA Investments

06:03 The Intricacies of Interval Funds Explained

08:31 Navigating the Landscape of Retail Alternatives

15:58 The Future of Interval Funds and Market Trends

21:54 Misconceptions and Challenges in Interval Fund Investments

27:35 Navigating Distribution Challenges in Wealth Management

28:24 The Importance of Feasibility Studies and Product Structure

30:09 Exploring Interval Funds and Market Trends

32:17 The Role of Technology in Enhancing Distribution and Investor Experience

41:48 Board Requirements and Governance in Fund Management

43:52 Deciding Factors for Choosing Closed-End Fund Structures

48:40 The Value of Interval Funds for Investors

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.