03/26/26: Adapting governance and allocation to balance risk and opportunity

As traditional equity and fixed-income portfolios face new pressures, Kimberly Flynn of XA Investments explores the massive shift toward private markets. This episode dives into the regulatory and economic factors driving demand for private credit, the rise of asset-backed lending, and why the next frontier for alternatives may be your 401(k).

The session provides an engaging exploration of ethical decision-making in the financial services industry, drawing on the CFA Institute’s Code of Ethics and Standards of Professional Conduct and the Ethical Decision-Making Framework.