Real Vision | The Hidden Secrets & Gains of Alternative Investments @RealVisionFinance | Uploaded September 2024 | Updated October 2024, 1 hour ago.
π₯ ππ’ππ‘ Real Vision for FREE rvtv.io/3Y4t5Pw.
Kim Flynn, founder and president at XA Investments, joins Harry Melandri of MI2 Partners to discuss how alternative investments like private credit, real estate, and structured credit can generate higher returns, how investors can access these avenues, and how to structure your portfolio.
π’ This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there β this is the one event you can't miss this year.
π₯ Visit realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.
Timestamps:
00:00 - Sponsor: Token2049
01:01 - Introduction to Kim Flynn and XI Investments
01:39 - Overview of XI Investments and Alternative Funds
02:15 - Understanding Interval Funds and Closed-End Funds
04:04 - Why Interval Funds Are Gaining Popularity
04:41 - Advantages of Interval Funds for Retail Investors
05:53 - Liquidity Challenges in Alternative Investments
06:31 - Managing Liquidity in Interval Funds
07:03 - Conservation of Liquidity Concept
08:21 - The Impact of Market Events on Closed-End Funds
08:57 - Interval Funds and Net Asset Value
09:34 - Preparing for Market Volatility in Alternative Funds
10:44 - The Reality of Bond Market Liquidity
11:23 - Importance of Asset Allocation and Liquidity Tolerance
12:00 - Advantages of Private Equity in Alternative Investments
13:16 - Importance of Manager Selection in Private Markets
13:45 - Growth in Private Credit and Infrastructure Investments
14:50 - Real Estate as a Tangible Asset in Portfolios
16:00 - Understanding the Appeal of Tangible Assets
17:05 - Private Equity: Understanding the Risks and Rewards
17:42 - Capacity Constraints in Private Markets
18:48 - Fee Structures in Alternative Investments
19:22 - Higher Fees in Interval Funds Compared to Mutual Funds
20:35 - The Complexity of Performance-Based Fees
21:41 - The Advantage of Semi-Permanent Capital
23:02 - Retail Investorsβ Access to Alternative Asset Classes
24:21 - Diversification and the Role of Alternatives
25:01 - The Shift Toward Private Market Growth
26:15 - Direct Lending as an Alternative Income Source
27:29 - The Risks and Rewards of BDCs and Leveraged Loans
29:23 - The Importance of Active Management in Credit Investing
30:41 - Real Estate Debt vs. Equity Investments
32:17 - The Role of Venture Debt Financing
32:51 - Asset Allocation and Access to Alternatives in 401(k)s
34:42 - The Late Game in Alternatives and Potential Risks
35:19 - The Decline of Institutional Capital Pools
36:37 - Interval Funds as the Easy Button for Wealth Managers
37:41 - Caution in Direct Lending and Capital Raising
38:49 - The Appeal of Uncorrelated Assets
40:28 - Kim Flynnβs Preferred Asset Classes in Alternatives
41:37 - Enthusiasm for Venture Capital and Unicorns
42:44 - The Strategy for Entry Points in Alternatives
43:55 - The Role of Public BDCs and Real Estate Investments
45:10 - The Advantage of Tradability in Public Alternatives
46:24 - Final Message: Exploring Alternative Investments
48:13 - Reflecting on U.S. Equity Dominance in Portfolios
49:24 - Closing Thoughts
About Real Visionβ’:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
π₯ Get ππ₯ππ πππππ¦π¦ to Real Vision rvtv.io/3Y4t5Pw
#realvision #macroinsights #macro #macroeconomics #financialliteracy #financialeducation #financialmarkets #money #inflation #fed #cpi #useconomy #markets #stockmarket #equities #stocks #bonds #gold #btc #bitcoin
Connect with Real Visionβ’ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: π₯ rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
π₯ ππ’ππ‘ Real Vision for FREE rvtv.io/3Y4t5Pw.
Kim Flynn, founder and president at XA Investments, joins Harry Melandri of MI2 Partners to discuss how alternative investments like private credit, real estate, and structured credit can generate higher returns, how investors can access these avenues, and how to structure your portfolio.
π’ This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there β this is the one event you can't miss this year.
π₯ Visit realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.
Timestamps:
00:00 - Sponsor: Token2049
01:01 - Introduction to Kim Flynn and XI Investments
01:39 - Overview of XI Investments and Alternative Funds
02:15 - Understanding Interval Funds and Closed-End Funds
04:04 - Why Interval Funds Are Gaining Popularity
04:41 - Advantages of Interval Funds for Retail Investors
05:53 - Liquidity Challenges in Alternative Investments
06:31 - Managing Liquidity in Interval Funds
07:03 - Conservation of Liquidity Concept
08:21 - The Impact of Market Events on Closed-End Funds
08:57 - Interval Funds and Net Asset Value
09:34 - Preparing for Market Volatility in Alternative Funds
10:44 - The Reality of Bond Market Liquidity
11:23 - Importance of Asset Allocation and Liquidity Tolerance
12:00 - Advantages of Private Equity in Alternative Investments
13:16 - Importance of Manager Selection in Private Markets
13:45 - Growth in Private Credit and Infrastructure Investments
14:50 - Real Estate as a Tangible Asset in Portfolios
16:00 - Understanding the Appeal of Tangible Assets
17:05 - Private Equity: Understanding the Risks and Rewards
17:42 - Capacity Constraints in Private Markets
18:48 - Fee Structures in Alternative Investments
19:22 - Higher Fees in Interval Funds Compared to Mutual Funds
20:35 - The Complexity of Performance-Based Fees
21:41 - The Advantage of Semi-Permanent Capital
23:02 - Retail Investorsβ Access to Alternative Asset Classes
24:21 - Diversification and the Role of Alternatives
25:01 - The Shift Toward Private Market Growth
26:15 - Direct Lending as an Alternative Income Source
27:29 - The Risks and Rewards of BDCs and Leveraged Loans
29:23 - The Importance of Active Management in Credit Investing
30:41 - Real Estate Debt vs. Equity Investments
32:17 - The Role of Venture Debt Financing
32:51 - Asset Allocation and Access to Alternatives in 401(k)s
34:42 - The Late Game in Alternatives and Potential Risks
35:19 - The Decline of Institutional Capital Pools
36:37 - Interval Funds as the Easy Button for Wealth Managers
37:41 - Caution in Direct Lending and Capital Raising
38:49 - The Appeal of Uncorrelated Assets
40:28 - Kim Flynnβs Preferred Asset Classes in Alternatives
41:37 - Enthusiasm for Venture Capital and Unicorns
42:44 - The Strategy for Entry Points in Alternatives
43:55 - The Role of Public BDCs and Real Estate Investments
45:10 - The Advantage of Tradability in Public Alternatives
46:24 - Final Message: Exploring Alternative Investments
48:13 - Reflecting on U.S. Equity Dominance in Portfolios
49:24 - Closing Thoughts
About Real Visionβ’:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
π₯ Get ππ₯ππ πππππ¦π¦ to Real Vision rvtv.io/3Y4t5Pw
#realvision #macroinsights #macro #macroeconomics #financialliteracy #financialeducation #financialmarkets #money #inflation #fed #cpi #useconomy #markets #stockmarket #equities #stocks #bonds #gold #btc #bitcoin
Connect with Real Visionβ’ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: π₯ rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
