Space: The Next Frontier of Asset Allocation? With Mark Boggett, CEO of Seraphim Space, A Global Leader in SpaceTech Investing
Star Trek’s opening lines were potent. "Space: the final frontier. These are the voyages of the Starship Enterprise. Its mission: to boldly go where no man has gone before." But it’s actually here now!
The WEF & McKinsey predict that the space sector will reach a value of $1.8tn by 2035. That’s only 1 decade ahead!
Mark is CEO of the world’s first listed space tech fund; the leading global space investor, Seraphim Space. He explains what is going on in the world of space and where there may be money to be made.
Mark first discusses why Elon Musk has transformed the industry by lowering the price point of launch in such a gargantuan way and why the worlds of public and private are scrambling for a piece of the action.
He describes their investment process, how targets are identified, weighed, and capital allocated. He explains why data, digital infrastructure, communications, health and space debris are priorities, with their emphasis on profitable, shorter term opportunities. He discusses why the militaries are disproportionately investing and why the Seraphim Investment Trust’s discount is a source of continued frustration.
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