SuperReturn Strategic Technology 2026
A focused LP-GP meeting on private investment in aerospace, defence, artificial intelligence, data centres, cybersecurity, semiconductors and digital infrastructure.
Registration details
Source: organiser public event page Retrieved:
Registration
Limited partners
For LPs, allocators and institutional investors.
General partners
For GPs, fund managers and investment firms.
About this event
SuperReturn Strategic Technology connects LPs and GPs investing thematically across critical technology sectors. The event examines long-term private-market opportunities in aerospace and defence, AI and data centres, cybersecurity and digital infrastructure, semiconductors and supply-chain independence. It brings together institutional investors, venture-capital and private-equity managers, government agencies and technology specialists for expert-led discussion, interactive sessions and focused networking around the technologies shaping national security, resilience and economic growth.
Source: organiser materialsAgenda
Monday, 16 November 202619 sessions
Registration and welcome coffee
Chair’s opening remarks
Structural shifts in technology investing
Speakers
- Ludwig Pierre SchulzeManaging Partner · Alumni Ventures
Details
- 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?
Keynote
AI & data centres
Speakers
- Venkat AtluriCEO and Managing Partner · SanTuri Ventures
Details
- 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?
Morning coffee and networking break
Dual use technology: navigating commercial and defence applications
Speakers
- Jordan BlashekPresident and Chief Operating Officer · American Frontier Fund
- Jason EdwardsManaging Partner · ZEA
Details
- With portfolio allocation strategies work best for dual-use technology investments? How should investors quantify the value of defense optionality in commercial technology companies?
Institutional investor perspective: technology investing across all asset classes
Speakers
- Ankur DubeyInvestment Director · Schoders
- Colette K. YoungFounder & Chief Executive Officer · Welara
Details
- How are LPs approaching the growing concentration of capital into specific tech sectors?
North America’s semiconductor supply chain
Details
- 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?
Government and asset manager consultation
Lunch and networking break
Deep tech dynamism: how to generate alpha
Speakers
- Christopher TeasCo-Founder & Managing Partner · Park South Capital
- Manuel SussholzCo-founder and General Partner · Sweetwood Ventures
Details
- How are managers moving beyond general AI hype to identify structural advantages in sectors that underpin the wider economy?
Cybersecurity & digital infrastructure
Speakers
- Ivan NikkhooManaging Partner · Navigate Ventures
Details
- 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?
Afternoon refreshments and networking break
Innovation in aerospace
Details
- 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?
Who is disrupting the investment management industry, and how?
Speakers
- David TetenPartner · Orange Collective
Investing in energy resilience
Speakers
- Temple FennellManaging Partner · Clean Energy Ventures
Details
- 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
Chair’s closing remarks
Details
- End of the SuperReturn Tech Sovereignty
Networking drinks reception
Organiser-published speakers
Featured speakers
Who attends
- 170LPs
- 120GPs