Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).
MICAHEL FRAZIS | 4/6/2021
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
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Jackie Vullinghs @ Airtree
0:11 – Introducing Jackie
0:54 – University in Australia vs the UK
3:08 – Interviewing at Oxford and Cambridge
3:56 – Approach to VC interviews with company founders
5:55 – Jackie discusses AirTree’s key portfolio focus (digital health, fintech, consumer)
6:48 – Companies are staying private for longer, is that good or bad?
8:38 – How sustainable are the accelerations of digital health and ecommerce?
9:57 – Low relative penetration of ecommerce in Australia
11:25 – Equity derivatives in London
13:39 – Jackie’s shift to start-up, Listable, Kalo
14:50 – August tech runup & option trading
20:46 – Alex Danco: are founders allowed to lie when selling a vision?
21:58 – Short reports and long-term growth of heavily shorted companies
24:27 – Interviews are a valid test for start-up hopefuls
26:14 – Creative arts and consumer tools to monetise creative pursuits
27:58 – Online writing & Jackie’s substack (https://jax.substack.com/)
31:00 – As a collective, do retail investors make money?
33:03 – Snowflake IPO
34:26 – A Cloud Guru
37:15 – B2B SaaS playbook
39:08 – Jackie discusses AirTree
40:19 – The rise of new VC funds
41:45 – Listed vs. unlisted companies
42:50 – Comparing investment memos
45:08 – Customer love, competition and growth
49:16 – Pricing and flexibility of managed funds
51:26 – External descriptions of market shifts
52:21 – Spaceship voyager & superannuation
55:33 – Real Estate investment
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