Investment products are more than just tools for growing wealth - they’re strategic assets that can define a company’s market position. That’s why in today’s competitive financial landscape, having an effective go-to-market strategy is crucial for companies to succeed and drive growth.
“It’s going to take some work for the industry to continue shifting in this way, but it’s going to happen – so it’s worth spending the time getting smarter on some of these product sets .” — Kimberly Ann Flynn [0:50:48]
In this episode, we are joined by Kimberly Ann Flynn, an Investment Manager and product design consultant with extensive experience in alternative product structures. As president of XA Investments, the registered funds division of XMS Capital Partners, Kim oversees all product and business development activities, bringing a unique perspective on what it takes to succeed in the investment world.
“The nature of selling these types of sophisticated [financial products] requires a different approach, but it’s still, at its heart, a relationship [game].” — Kimberly Ann Flynn [0:25:50]
Kim takes us behind the scenes of investment product development, sharing insider strategies for creating compelling value propositions that resonate with today’s investors. We explore the significant growth of the US retail investment market, driven by the shift from traditional pension plans to individual wealth management. Kim also highlights the unique advantages of interval funds, and other alternative investment vehicles.
“We – encourage thinking about where the white space exists and trying to determine if your firm and your team have the ability to create something new or differentiated. The name of the game in product design is always about product differentiation.” — Kimberly Ann Flynn [0:12:28]
This episode offers a deep dive into how investment products are launched, marketed and sold - you don’t want to miss this opportunity to learn from one of the best in the business!
KEY POINTS FROM THIS EPISODE:
An overview of Kim’s experience in asset management and financial services.
From institutional pensions to individual investors: the shift driving US retail market growth.
Financial motivations for asset managers to create innovative investment products.
What interval funds are, how they differ from mutual funds, and how investors can benefit.
Key considerations involved in designing alternative funds.
Insight into the process of developing a product and marketing it to the end consumer.
Why creating financial products is more like building a business than launching a private fund.
Creating compelling sales and marketing pitches that resonate with investors.
Strategies for raising capital and incentivizing seed investors.
Opportunities for asset managers in a “democratic market.”
The importance of product differentiation in a regulated market.
Where Kim focuses her energy outside of work and which books she recommends.
Final thoughts on the unique benefits of alternative investment products.
LINKS MENTIONED IN TODAY'S EPISODE:
Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.
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