Europe is entering a new era of defence and resilience investment. After years at the margins of many mandates, defence has moved to the centre of the conversation—seen as a foundation for stability, growth, and industrial competitiveness.
Join this PEI webinar which will bring together senior leaders from public pensions, private markets, and industry to unpack what that shift means for asset selection, fund design, and the investor–manager relationship.
Date: Monday, 1 December 2025
Time: 12:30–13:30 GMT
Format: Live online discussion + audience Q&A
Register (complimentary): https://info.pei.group/Mobilising-Private-Capital-for-Europes-Defence-Renaissance_Defence-Webinar-Prospects-Landing-Page.html
Capital is being reallocated towards critical enablers: resilient supply chains, dual-use technologies, secure digital infrastructure, munitions and maintenance capacity, training, and accommodation. Institutional investors are asking how to participate responsibly—within fiduciary duty, ESG frameworks, and clear governance—while supporting Europe’s security and industrial base.
Asset selection in defence & dual-use: where risk/return is most compelling across platforms, infrastructure, and services.
New fund models: asset-backed platforms, long-term concessions, blended finance, and outcome-based structures suited to defence cash flows.
Mandates & governance: how allocators are reframing mandates, engaging investment committees, and addressing ESG considerations with clarity and transparency.
The investor–manager dynamic: building specialist capability, underwriting policy risk, and setting expectations on reporting, security considerations, and stewardship.
From pipeline to scale: partnering with primes and SMEs, financing backlogs and capacity expansion, and creating bankable projects that deliver capability.
Timo Löyttyniemi — Chief Executive Officer, The State Pension Fund of Finland
Peter L R Hewitt, JP, FCSI, FRSA — Co-Founder & Co-Chair, Universal Defence & Security Solutions
Marko Maschek — Partner & Co-Founder, Marondo Capital
CIOs and pension trustees, sovereign/DFIs, private equity and infrastructure managers, insurers, family offices, defence primes and tier-1/2 suppliers, policy and procurement leaders, and anyone reshaping mandates for Europe’s next chapter in defence investment.
When: Monday, 1 December 2025, 12:30–13:30 GMT
Cost: Complimentary
UDSS is a UK-based consultancy that bridges government, industry, and finance to solve complex defence and security challenges. We advise on strategy, capability development, procurement, and the partnerships that turn ideas into deployable advantage. Contact us to arrange a meeting info@universal-defence.com