Is the space sector actually financed in the right way? That’s probably the main question I’m discussing with my guest Justin Stevens, founder and CEO of the investment firm Overlap Holdings. He spent 18 years at Apollo Global Management, a very prominent private equity firm. So he’s a Wall Street guy like me and, I think, qualified to voice an opinion on this questions which we may not ask enough. Enjoy!
🕰️ Timestamps:
00:00 - Introduction
01:08 - Guest Intro
02:31 - Overlap Holdings Name Origin and Activities
03:43 - Capital Solutions and Government Solutions
06:24 - The Role of Debt in Frontier Tech
12:08 - Types of Debt and Their Applications
21:21 - Government Contracts and Lending
23:30 - Navigating Government Lending Challenges
24:00 - Leveraging a Detailed Lender Database
27:05 - The Importance of Government Financing
30:12 - The Evolution of Space Investing
33:57 - Investor Perspectives on Space
36:09 - Founding Overlap and Investing in Frontier Technology
39:17 - Future of Space and Investment Strategies
43:29 - Hypothetical Space Startup Ideas
46:09 - Science Fiction
📍 About the Guest:
Justin is a seasoned investor and operator with over 18 years as a Senior Partner at Apollo Global Management, where he developed deep expertise in financial structuring and investment management. He has invested in, built, advised, and overseen organizations ranging from early-stage frontier tech startups to large, publicly traded companies. With a strong network across finance, industry, and government, Justin brings a multidisciplinary approach to navigating complex markets and driving long-term value across sectors.
🔗 Connect with Justin:
🤝 LinkedIn: https://www.linkedin.com/in/justinstevensny/
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/
🌐Socials: https://linktr.ee/spacebusinesspodcast
🔗 Follow Raphael:
🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
◇ Twitter/X - https://x.com/RaphaelE2MC
To Learn more about Space & the Space Economy:
- "To Infinity" – Raphael’s Revised Introduction to the Space Economy
This book provides an insightful look into the space economy, its current trends, and future opportunities.
📚 https://a.co/d/6jIQ2LO
- edX/EPFL's Space Economy MOOC
This course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.
🎓 https://www.edx.org/course/new-space-
- Space Business Newsletter
📬 https://spacebusiness.substack.com/
