In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Kimberly Flynn, CFA - founder and president of XA Investments - to discuss the rapidly changing landscape of alternative investments. Following a period of disappointing returns for traditional asset classes, institutional and retail investors alike are seeking diversification and yield in the private markets.

Key topics covered include:

  1. The Rise of Private Credit: How the disintermediation of banks has created a gap for direct lending and private credit to fill.
  2. Emerging Opportunities for 2026: Why asset-backed lending, real estate debt, and infrastructure debt are becoming essential for income-oriented investors and retirees.
  3. Breaking the 60/40 Mold: The catalyst behind the 20–25% growth in the interval fund market and the push to include alternatives in 401(k) plans.
  4. The "Tangibility" Factor: Why wealth managers are turning to real assets like data facilities and infrastructure to help educate first-time alternative investors.


Whether you’re an institutional investor, advisor, or finance professional, this episode provides a forward-looking perspective on how private markets could transform portfolio construction in the years ahead.

Companies mentioned in this episode:

  1. XA Investments
  2. CFA Society San Francisco


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