In this episode of Beyond The Exchange, Brian King and Jeremy Smith take a break from finance to dive deep into something even more complicated—parenting, personal growth, and the power of great quotes.

From their favorite one-liners to first-principles thinking, the conversation zigzags through dad jokes, Teddy Roosevelt trivia, and how to actually use the word "literally." Jeremy shares the surprisingly structured way he approached a major life transition, and Brian tries (unsuccessfully) to keep things on the rails.

Along the way, they explore how comparison steals happiness, why being different is a strength, and how overthinking everything might just be a superpower.

It's one of the most unexpectedly honest and hilarious episodes yet.

Join us for another episode of Beyond The Exchange!

LODAS Markets: The Marketplace for Alternative Investments

LODAS Markets is the first marketplace for Alternative Investment transactions. Think of it like the stock market, but for non-traded REITs, business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable.

Follow LODAS Markets:

🌐 Website - https://lodasmarkets.com

🔗 LinkedIn - https://www.linkedin.com/company/lodasmarkets/

🐦 Twitter - https://x.com/LODASMarkets

📘 Facebook - https://www.facebook.com/LODASMarkets

Today, Brian King and Jeremy Smith from Lodas Markets are joined by Jay Frank, President & COO of Cantor Fitzgerald Asset Management. With nearly 20 years of experience in financial services, Jay has played a key role in asset management, real estate, infrastructure, private credit, and tax-driven solutions. At Cantor Fitzgerald Asset Management, he oversees distribution, strategy, operations, and growth, driving innovative investment solutions for institutional and private wealth clients.

Jay has been instrumental in structuring, launching, and managing private market strategies totaling over $35 billion in aggregate value. He also serves on the Institute for Portfolio Alternatives (IPA) Board of Directors and contributes to key industry initiatives, including advocacy for Qualified Opportunity Zones and thought leadership in alternative investments.

In this episode, Jay discusses his passion for sports, Cantor Fitzgerald’s partnership with Lodas Markets, and the importance of giving back to the community.

Join us for another episode of Beyond The Exchange!

LODAS Markets: The Marketplace for Alternative Investments

LODAS Markets is the first marketplace for Alternative Investment transactions. Think of it like the stock market, but for non-traded REITs, business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable.

Follow LODAS Markets:

🌐 Website - https://lodasmarkets.com

🔗 LinkedIn - https://www.linkedin.com/company/lodasmarkets/

🐦 Twitter - https://x.com/LODASMarkets

📘 Facebook - https://www.facebook.com/LODASMarkets

Today, Brian King and Jeremy Smith from Lodas Markets are joined by Kimberly Flynn, President of XA Investments.

With over 20 years of experience in financial services, Kim is a recognized leader in alternative investments, specializing in closed-end funds, interval funds, and innovative product development. At XA Investments, she oversees product and business development, driving the firm’s proprietary fund platform and consulting practice to deliver institutional-caliber alternative investment solutions to a broader range of investors.

Kim has been instrumental in launching and managing alternative investment strategies, including the development of over 40 closed-end funds during her tenure at Nuveen Investments, raising approximately $13 billion in capital. She is a frequent speaker at industry events and contributes thought leadership on topics such as interval funds, private credit, and the democratization of alternative investments. Kim holds an MBA from Harvard Business School and a BBA in Finance and Business Economics from the University of Notre Dame, where she graduated summa cum laude.

In this episode, Kim discusses her passion for making alternative investments more accessible, XA Investments’ partnership with Lodas Markets, and the importance of investor education in navigating private markets.

Join us for another episode of Beyond The Exchange!

Kim's LinkedIn: Kimberly Flynn

LODAS Markets is the first marketplace for Alternative Investment transactions. Think of it like the stock market, but for non-traded REITs, business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable.

Follow LODAS Markets:

• Website: https://lodasmarkets.com
• LinkedIn: LODAS Markets
• Twitter: LODAS Markets on X
• Facebook: LODAS Markets