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?
- Ludwig Pierre Schulze - Managing Partner, Alumni Ventures
- Jörg Goschin - Chief Executive Officer, 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
Ecosystem leaders showcase their areas of expertise, emerging companies and investment pipelines. Followed by Q&A
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
How are LPs approaching the growing concentration of capital into specific tech sectors?
- Ankur Dubey - Investment Director, Schoders
- Colette K. Young - Founder & Chief Executive Officer, Welara
Where are the most compelling investment opportunities across the semiconductor value chain—design, manufacturing, equipment, or materials? How should investors think about capital allocation across different nodes of the semiconductor ecosystem?
How are managers moving beyond general AI hype to identify structural advantages in sectors that underpin the wider economy?
- Christopher Teas - Co-Founder & Managing Partner, Park South Capital
- Manuel Sussholz - Co-founder and General Partner, SpringHill Venture Partners
How are firms defining the investable universe at the intersection of cybersecurity and digital infrastructure? How do you size the total addressable market for different cybersecurity segments, and what are the growth rates?
- Ivan Nikkhoo - Managing Partner, Navigate Ventures
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?
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
- Temple Fennell - Managing Partner, Clean Energy Ventures
End of the SuperReturn Tech Sovereignty
- David Teten - Partner, Orange Collective