Maggie Finari

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233 appearances 1 recordings 1 series first heard Jul 2026 last heard 13 Jul

Maggie Finari’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Merryn Talks Money · Forget the Magnificent Seven. This Is What's Next. · 13 Jul 2026 podcast

to the likes of Ramp and Stripe.

So when we look across, I think about our AI exposure as being diversified across the AI stack and what we've defined as category leaders.

So we've been really deliberate in the number of investments we've made, which as we've noticed is just a handful of investments over the two years, but who we think are going to be the long-term winners.

Yeah, I mean, we're reading the headlines the same as anyone else.

You know, from our perspective, they'll go public when they're ready, and that's the same for Anthropix or Databricks.

From our perspective as well, given we're long-term holders, we're happy.

If the company is compounding in the private space or in the listed space, from our perspective, that's still generating very strong returns for our shareholders.

Yeah, that's right.

We take the view that a lot of that innovation is happening in the private space, and we've seen a lot of value capture.

So we want to be able to capture that value in the private space and then be able to compound it in the public space.

But you see a lot of value that's being created, whether it's SpaceX, which stayed private for close to 25 years.

or Anthropic and OpenAI and others, which have seen this massive growth over the last couple of years, you know, 45 billion or so in run rate revenues, you want to be able to capture those opportunities early.

And that's what we've looked to do.

So just to clarify, our private exposure is primarily in that more private equity space.

So private equity growth venture in that space.

We don't own any private credit, just to be clear.

And what we think about it is, you know, we'll think about private investments in terms of decades.

Everything goes through a cycle.

So as a result, we think the right allocation towards private assets in our portfolio is anywhere between 25 to a third of our portfolio.

And we're really looking to capture and identify companies and founders that are going to create that next set of generational companies.

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