Navigate the essential growth, fundraising, and adoption trends of semi-liquid funds. Gain the expertise to strategically allocate these innovative structures within diverse portfolios.
Dive deep into the evolving landscape of "Semi-Liquid Funds: Growth, Fundraising Trends, and Adoption." This course navigates the significant expansion of accessible private market investments, offering vital insights for wealth management professionals and financial advisors.
Understand the nuances and explosive growth of semi-liquid funds, including interval and tender offer funds. We’ll explore their pivotal role in democratizing access to alternatives, moving beyond traditional structures like Non-Listed REITs and BDCs. While these funds currently represent a relatively small segment of the private markets, their potential for further growth is immense, alongside unique challenges.
You will learn to:
Through detailed analysis and expert commentary, this course equips you with the knowledge to confidently navigate the semi-liquid funds market, understand its growth trajectory, and leverage fundraising trends for strategic adoption within your practice. Join us to unlock the potential of these innovative investment vehicles.
Chartered Alternative Investment Analyst Association
CAIA Association is a global network of forward-thinking investment professionals, redefining the future of capital allocation in a world where traditional and alternative investments are converging at an unprecedented pace. United by a commitment to improving investment outcomes, we lead with authority, educate to inspire, and connect people who turn insight into action. CAIA Association creates dynamic and captivating learning experiences designed to engage investment professionals at every level. Its programs – the CAIA Charter and the CAIA.nxt™ platform – offer critical levels of access to a comprehensive curriculum that equips the investment community with the skills and knowledge needed to build modern portfolios. CAIA Association is a global member-driven community of more than 14,000 professionals, united by a shared commitment to improving investment outcomes and building a more aligned, principled capital market system.
President at XA Investments
Kimberly Ann Flynn is 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 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.
President and Chief Investment Officer at CEF Advisors
John Cole Scott leads CEF Advisors, advancing the legacy his father, George Cole Scott III, began during a 50-year career that included purchasing the firm in 1996. After earning a bachelor’s degree from the College of William & Mary, John Cole joined the firm in 2001 and has since focused on data-driven research and portfolio management in closed-end funds (CEFs), business development companies (BDCs), and interval funds. Frequently sought by investment groups, professional organizations, and national financial media, he provides perspective on CEF, BDC, and interval-fund markets. In 2008 he launched CEFData.com, a research platform that now tracks every U.S.-listed and non-listed CEF, BDC, and interval fund. In 2019 he founded the Active Investment Company Alliance (AICA) and continues to serve as executive chairman. John Cole holds the FINRA Series 66 license and the Certified Fund Specialist® (CFS®) designation. Based in Short Pump, Virginia, he lives with his wife, Katherine, their daughter, Lexi, and their Goldendoodle, Georgia. He serves on the board of the William & Mary Foundation and is a past treasurer and board member of the William & Mary Alumni Association. He is also an active member of the Richmond Association for Business Economics (RABE) and treasurer and investment committee co-chair for the New York State Society of the Cincinnati. A former collegiate a cappella founder, he still enjoys singing—especially karaoke—whenever time allows.
