SuperReturn Strategic Technology
Innovation in AI, defence and energy is increasingly aligned with a region's success and is viewed as a resilient, long-term structural play. What strategies are managers and institutional investors building around strategic technologies?
- Shiloh Tillemann-Dick - Research Director, National Venture Capital Association
- Marc Menasé - Founding Partner, Founders Future
- Sallie Jian - Partner, Alumni Ventures
- Alexander Thees - Senior Managing Director and Member of the Management Board, KfW Capital
The AI boom demands investment from VC, PE and infrastructure funds for the physical buildouts. How are managers across different asset classes approaching the demand for AI and hyper scaling?
- Venkat Atluri - CEO and Managing Partner, SanTuri Ventures
Emerging companies showcase their areas of expertise and strategic use of their technology. Followed by Q&A
- Kevin Kane - CEO, American Binary
- Edgard Capdevielle - Co-Founder & CEO, Stealth Startup
How much of the demand in the sector is driven by technologies with defence applications? What is the focus of the US space industrial base?
- Chad Anderson - CEO, Space Capital
- Gautier Brunet - VP Product, Muon Space
- Joshua Rea - Director, Impulse Space
How are LPs approaching the growing concentration of capital into specific tech sectors?
- Rod James - Senior Editor, Private Equity, PitchBook
- Ankur Dubey - Investment Director, Schroders
- Colette K. Young - Founder & Chief Executive Officer, Welara
- Andrew Kaplan - Senior Director, Domestic Private Equity, MetLife Investment Management
When does a direct secondary sale become a strategic move rather than a reaction to pressure? How can LPs deploy LP stake acquisitions to fix vintage-year concentration, rebalance manager exposure, or front-run distributions?
- Christopher Johnson - Principal, Knightsbridge Advisers
- Maxwell Swicegood - Co-Founder and Co-Managing Partner, Altair Capital Partners
- Edgard Capdevielle - Co-Founder & CEO, Stealth Startup
- Aziz Gilani - General Partner, Mercury Fund
How are managers moving beyond general AI hype to identify structural advantages in sectors that underpin the wider economy?
- Avanthi Shah - Founder & Managing Partner, NextVerse Ventures
- Christopher Teas - Co-Founder & Managing Partner, Park South Capital
- Manuel Sussholz - Co-founder and General Partner, SpringHill Venture Partners
- Dr Azam Pasha - CEO & Co-Founder, Maalexi
With portfolio allocation strategies work best for dual-use technology investments? How should investors quantify the value of defense optionality in commercial technology companies?
- Jordan Blashek - General Partner, Overmatch Ventures, American Frontier Fund
- Jason Edwards - Managing Partner, ZEA
- Damian Perl - CIO, Damazien Family Office
Where are the most compelling risk-adjusted returns among the areas of energy-related investing, such as infrastructure hardening, distributed generation, energy storage, or grid management software
- Shani Zanescu - Founder & General Partner, Universe Partners
- Temple Fennell - Managing Partner, Clean Energy Ventures
- Sarah Sclarsic - Founding Partner, Voyager
- Anthony Catachanas - Founding Partner & Group CEO, Tower Peak Partners
How does quantum computing threaten existing encryption? What do organisations need to do to protect their networks and digital infrastructure?
- Kevin Kane - CEO, American Binary
End of the SuperReturn Tech Sovereignty
- David Teten - Partner, Orange Collective