SuperReturn Tech Sovereignty
The aerospace and defence industry's growth has been well received by many. Are private investors increasingly funding early-stage capabilities critical to national security? Where are the next frontier opportunities, and how should investors align with policy around them?
Allied security strategies are shifting from reactive spending to long-term capability planning. Capital allocation is increasingly focused on readiness, scale, and sustainment. How are policymakers enabling private fund managers for greater national resilience?
Energy independence combined with supply chain security has re-emerged as a national and investment priority across global markets. Where are the most durable returns from this convergence? How are investors approaching the demand for capital across logistics, materials, and infrastructure?
Europe speaks increasingly about strategic autonomy and defence resilience. Yet many of the most promising defence and security startups operating in Europe remain heavily backed and reliant on foreign capital. Can European capital scale dual-use and defence innovation fast enough? What does a meaningful sovereign partnership between governments and private markets actually look like?
End of the Real Estate Summit