Interval Fund Expert Paul Dunn to Join XA Investments Senior Advisor Team
XA Investments (XAI), a Chicago-based alternative investment management and consulting firm, has welcomed Paul Dunn as a Senior Advisor. Dunn, with his extensive experience in the alternatives market, will advise XAI on sales and distribution. His appointment is expected to contribute to the firm's growth, particularly in the rapidly expanding interval fund marketplace.
Dunn's previous role as Executive Vice President at Bluerock Capital Markets involved leading the wholesaling team and managing key business functions. He was instrumental in launching two successful interval funds: the Bluerock Total Income+ Real Estate Fund and the Bluerock High Income Institutional Credit Fund. His diverse background includes experience in RIA, family office, and wirehouse sales, as well as leadership roles at various asset management firms.
XA Investments (XAI), una società di gestione di investimenti alternativi e consulenza con sede a Chicago, ha accolto Paul Dunn come Senior Advisor. Dunn, con la sua ampia esperienza nel mercato degli investimenti alternativi, consiglierà XAI su vendite e distribuzione. Si prevede che la sua nomina contribuisca alla crescita dell'azienda, soprattutto nel mercato in rapida espansione dei fondi a intervallo.
Il precedente ruolo di Dunn come Executive Vice President presso Bluerock Capital Markets prevedeva la guida del team di vendita all'ingrosso e la gestione delle funzioni aziendali principali. È stato determinante nel lancio di due fondi a intervallo di successo: il Bluerock Total Income+ Real Estate Fund e il Bluerock High Income Institutional Credit Fund. Il suo background variegato include esperienza in RIA, family office e vendite di wirehouse, così come ruoli di leadership in diverse società di gestione patrimoniale.
XA Investments (XAI), una firma de gestión de inversiones alternativas y consultoría con sede en Chicago, ha dado la bienvenida a Paul Dunn como Asesor Principal. Dunn, con su amplia experiencia en el mercado de alternativas, asesorará a XAI en ventas y distribución. Se espera que su nombramiento contribuya al crecimiento de la firma, particularmente en el mercado de fondos de intervalo en rápida expansión.
El papel previo de Dunn como Vicepresidente Ejecutivo en Bluerock Capital Markets involucró liderar el equipo de ventas al por mayor y gestionar funciones clave del negocio. Fue fundamental en el lanzamiento de dos fondos de intervalo exitosos: el Bluerock Total Income+ Real Estate Fund y el Bluerock High Income Institutional Credit Fund. Su diverso trasfondo incluye experiencia en RIA, family office y ventas de wirehouse, así como roles de liderazgo en varias firmas de gestión de activos.
시카고에 본사를 둔 대체 투자 관리 및 컨설팅 회사인 XA Investments (XAI)가 폴던을 수석 고문으로 환영했습니다. 대체 시장에서의 폭넓은 경험을 가진 던은 판매 및 유통에 대해 XAI에 조언할 것입니다. 그의 임명은 특히 빠르게 성장하고 있는 인터벌 펀드 시장에서 회사의 성장에 기여할 것으로 예상됩니다.
던은 블루락 캐피탈 마켓의 전무 부사장으로서 도매 팀을 이끌고 주요 비즈니스 기능을 관리하는 역할을 했습니다. 그는 두 개의 성공적인 인터벌 펀드를 출시하는 데 중요한 역할을 했습니다: 블루락 토탈 인컴+ 부동산 펀드와 블루락 하이 인컴 기관 신용 펀드. 그의 다양한 배경은 RIA, 패밀리 오피스, 그리고 폭넓은 판매에서의 경험뿐만 아니라 여러 자산 관리 회사에서의 리더십 역할을 포함합니다.
XA Investments (XAI), une société de gestion d'investissements alternatifs et de conseil basée à Chicago, a accueilli Paul Dunn en tant que Conseiller Principal. Dunn, avec son vaste expérience sur le marché des alternatives, conseillera XAI sur les ventes et la distribution. On s'attend à ce que sa nomination contribue à la croissance de la société, en particulier dans le marché des fonds à intervalles en pleine expansion.
Dans son précédent rôle de Vice-Président Exécutif chez Bluerock Capital Markets, Dunn était responsable de l'équipe de vente en gros et de la gestion des fonctions commerciales clés. Il a joué un rôle clé dans le lancement de deux fonds à intervalles réussis : le Bluerock Total Income+ Real Estate Fund et le Bluerock High Income Institutional Credit Fund. Son parcours diversifié comprend des expériences dans les RIA, les family offices et les ventes de wirehouse, ainsi que des postes de direction dans diverses sociétés de gestion d'actifs.
XA Investments (XAI), eine in Chicago ansässige Firma für alternative Investmentverwaltung und Beratung, hat Paul Dunn als Senior Advisor willkommen geheißen. Dunn wird mit seiner umfangreichen Erfahrung im Bereich alternativer Investments XAI in Vertrieb und Distribution beraten. Seine Ernennung wird voraussichtlich zum Wachstum des Unternehmens beitragen, insbesondere im schnell wachsenden Markt für Intervallfonds.
In seiner vorherigen Funktion als Executive Vice President bei Bluerock Capital Markets war Dunn für die Leitung des Wholesale-Teams und das Management der wichtigsten Geschäftsbereiche verantwortlich. Er spielte eine entscheidende Rolle bei der Einführung zweier erfolgreicher Intervallfonds: dem Bluerock Total Income+ Real Estate Fund und dem Bluerock High Income Institutional Credit Fund. Sein vielfältiger Hintergrund umfasst Erfahrungen in RIA, Family Office und Wirehouse-Verkäufen sowie Führungspositionen bei verschiedenen Vermögensverwaltungsunternehmen.
- Addition of Paul Dunn as Senior Advisor brings extensive interval fund expertise to XAI
- Potential for expanding XAI's buyer base through education on alternative investments
- Dunn's experience in launching successful interval funds could benefit XAI's growth strategy
- None.
“Paul’s executive leadership in the alternatives market is second to none. We are pleased to have him join the XAI senior advisor group and lend his interval fund expertise in the growth of our firm,” said Kimberly Flynn, President of XA Investments.
“With the rapid expansion of the interval fund marketplace, I’m happy to join a firm that provides top-notch research and consulting services for alternative asset managers. Together we plan to expand the buyer base for these funds by educating advisors, insurance firms and asset allocators on the advantages of alternative investments in a registered fund structure,” added Mr. Dunn.
Before joining XAI as a Senior Advisor, Mr. Dunn served as Executive Vice President of Bluerock Capital Markets, where he led the wholesaling team and managed key business functions including, compliance, operations, third-party wholesaling relationships, and capital planning. Mr. Dunn also has RIA, family office, and wirehouse sales experience.
Mr. Dunn joined Bluerock in 2011 and was part of the leadership team that launched two successful interval funds in the marketplace: the Bluerock Total Income+ Real Estate Fund in October 2012 and the Bluerock High Income Institutional Credit Fund in June 2022. Prior to joining Bluerock, Paul served in various leadership roles at asset management firms including First Allied Wealth, SEI Investments and NTS Corporation, as well as being President of Southland Trust Company, a
About XA Investments
XA Investments LLC (“XAI”) is a
About XMS Capital Partners
XMS Capital Partners, LLC, established in 2006, is a global, independent, financial services firm providing M&A, corporate advisory and asset management services to clients. It has offices in
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Kimberly Flynn, President
XA Investments LLC
Phone: 888-903-3358
Email: KFlynn@XAInvestments.com
www.xainvestments.com
Source: XA Investments LLC
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