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Master Investors
James Faulkner
100 episodes
5 months ago
Ever wish you could get the inside track from the real movers and shakers of the investment world? Well, look no further than the Master Investors podcast. In this exciting new series, Master Investor Magazine Editor-in-Chief James Faulkner gets to pick the brains of fund managers, CEOs, big shot investors and various other luminaries from the investing world, in order to get you - the private investor - up to speed with all the latest themes in what is a very fast-moving and exciting industry.
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Investing
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All content for Master Investors is the property of James Faulkner and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Ever wish you could get the inside track from the real movers and shakers of the investment world? Well, look no further than the Master Investors podcast. In this exciting new series, Master Investor Magazine Editor-in-Chief James Faulkner gets to pick the brains of fund managers, CEOs, big shot investors and various other luminaries from the investing world, in order to get you - the private investor - up to speed with all the latest themes in what is a very fast-moving and exciting industry.
Show more...
Investing
Business
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Seraphim: pushing the frontiers of space tech investing
Master Investors
18 minutes 21 seconds
1 year ago
Seraphim: pushing the frontiers of space tech investing
As the world's first listed space tech fund, Seraphim Space Investment Trust has a first mover advantage in a sector that is starting to get crowded.Private equity, sovereign wealth funds and climate-related funds are now appreciating what Seraphim had predicted years ago in that space tech provides the utilities required for sustainability, digitisation, climate protection and national defence.Managing director and chief executive Mark Boggett says with its 126 strong space tech company portfolio Seraphim is "the most prolific and most active investor in the space market".He talks about how economies are intrinsically linked to space related activities. "If you were to switch off the satellites", he says, "the loss to the U.K. over seven days would be $7 billion."Boggett says the industry globally is worth $450 billion a year, and a few of the companies in Seraphim’s portfolio have already achieved single digit billion dollar valuations and "there's plenty of scope for them to be valued in tens of billions and beyond during the course of the next few years and we believe that there is evidence they are heading in that direction".He and his team aspire to, and are accustomed to big numbers and big concepts.  Chairman Will Whitehorn was a founding member of Virgin Galactic and advisor to Sir Richard Branson as was Seraphim’s Richard McCall. The roll call of entrepreneurial greats is a force that is strong within the company and includes Maureen Haverty, who was COO at space startup Apollo Fusion that was acquired for $145M. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/). 
Master Investors
Ever wish you could get the inside track from the real movers and shakers of the investment world? Well, look no further than the Master Investors podcast. In this exciting new series, Master Investor Magazine Editor-in-Chief James Faulkner gets to pick the brains of fund managers, CEOs, big shot investors and various other luminaries from the investing world, in order to get you - the private investor - up to speed with all the latest themes in what is a very fast-moving and exciting industry.