A Masterclass in Evergreen Private Market Funds
A Masterclass in Evergreen Private Markets Funds
The evergreen private markets space has experienced exponential growth over the past several years driven by the growing interest from global private wealth. Recent estimates suggest the space accounts for $250 Billion+ (Source: Preqin) in global assets.
Within the Canadian market, evergreen (or semi-liquid) private funds are rapidly becoming the structure of choice that wealth managers are utilizing to allocate capital into private markets.
Join us at our upcoming live webinar to dive deep on these novel and evolving fund structures with special guest, Kim Flynn, President at XA Investments, a firm with specialized expertise in the evergreen private markets funds space.
What we'll cover
The evolution of evergreen funds
Trends & themes in evergreen funds
Unpacking evergreen fund structures
Fees, liquidity & key differences in structures
The future of the evergreen market
Who should attend
Wealth & investment professional actively investing or evaluating the evergreen private markets funds opportunity set
Speakers
Nimar Bangash
CEO, Obsiido Alternative Investments Inc.
Kimberly Ann Flynn
President, XA Investments
Kimberly Ann Flynn is a President at XA Investments. She is a partner in the firm and 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 was recently selected to serve on the Notre Dame Wall Street leadership committee. She also serves on the board of the Women in ETFs Chicago chapter as Head of the Mentorship Committee 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.
Obsiido Alternative Investments Inc. is registered as an investment fund manager in Ontario and as a portfolio manager and exempt market dealer in Ontario, British Columbia and Alberta.