The Defense Industrial Bases of the US and allied countries are playing catch up after decades of neglect to other national priorities and industry-wide over-consolidation. In response, governments have come to understand the importance of synchronizing capital, innovation and national security. The new aim(1) is to incentivizing innovation through competition – akin to the successful commercial tech VC/PE industries – and thus driving the private sector to offer the defense industries its best technical solutions at a best-value cost and price.
On the seed investing level, Defense Tech Investing has the benefit of several US federal agency award programs. As technologies are proven and move towards commercialization, they may receive additional public funding and become of interest to private investors. This eco-system of public capital, private investors and high-growth defense tech companies is set to grow, with Defense Tech Investing becoming a larger part of the alternative investing industry.
This investor event showcases Defense Tech focused funds and companies to investors. The underlying tech includes next-era defense applications, including: UAS (Unmanned Aerial Systems), UWAS (Underwater Autonomous Systems), Unmanned Surface Vehicles (USV), Drone and Counter-drone systems, Sensors and Surveillance, Renewable Energy solutions, Additive Manufacturing, 3D Printing, Composites, Medtech solutions, Augmented Reality, Robotics, Space tech, A.I. and Data Analytics, among others.
This event is live, in-person, with panel discussions and private meetings. The event concludes with a networking reception. Participants are given access to a dedicated online Catalyst Event Portal, with easy access to the agenda, meetings schedule and participants list with profile data. The event is small and exclusive, with only around 30 participants in a controlled environment.
The introductions are arranged prior the events, in an investor driven fashion based on the merits of each manager and the requests made by the investors. There are no service providers, only managers and investors.
Investors are pre-screened and pre-qualified prior the events, by completing a COIN questionnaire. Investors constitute predominantly single and multi-family offices, investor intermediaries, and end-investors, located in the US but also internationally.
This event production builds on Catalyst’s history and successful track record in putting together industry-recognized and effective capital raising events.
1. DoD Report, February 2022. State of Competition within the Defense Industrial Base.
Special Event Considerations: This is scheduled to be an in-person event. However, please see our event terms at registration for possible changes.
This event does not have any guarantee of minimum # of meetings and no money-back guarantee.
The CIFA Foundation was created at the initiative of a group of financial entrepreneurs to face the increasing number of regulations and the growing complexity of markets. Its mission is to strengthen the role of independent financial advisors (IFAs) at the international level in order to better defend the interests of investors. CIFA has chosen Geneva, one of the world capitals of wealth management and headquarters of many international organisations, to establish its permanent organisation.
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BarclayHedge, a division of Backstop Solutions, is a leading research based provider of information services to the alternative investment industry. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 26,000+ alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages. Barclay’s 31 hedge fund indices, 10 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.
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Savvy Investor is a free research library for global institutional investors and service providers. We curate the best investment research from around the world, split into 50 topic categories for the ease of our members.
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Participants
About two weeks before each specific event, managers will be sent the names of the short listed investors. Please also see our brochure for names of past participants.
While the range of allocation sizes by investors can be large (a range between $1-$25m is common), the majority of investors has an average initial allocation size between $5-$10m.
HNW individuals allocations are smallest at below $1m, and pension funds largest at $20m. Others investors (seeders, growth capital) indicate making large initial allocations as that is part of their business models with typically lower fees attached.
Investors are predominantly based in the North East US corridor (roughly Boston down to Washington), with 63% of the investors being based there.
22% of the investors come from the rest of the US, with 15% being international, mainly Asian and European based family offices and investor consultants.
At our cap intro events the largest share of investor representation is single and multi-family offices, constituting about 43% of the investors.
Investor consultants represent 14% and HNWs about 8%
Fund-of funds, RIAs and Wealth Advisors (and other multi-managers such as 40 Act funds) represent 24%.
Pension funds and insurance companies together represent 5%, with endowments at 6%.
The average AUM of an allocator is $2.5bn, with pension funds being the largest with $6.0bn in average AUM (in Alternatives).
In general, most investors’ average AUM ranges between $1-3bn. HNW individuals don’t usually disclose their assets so this is not available.
Event fee: $3,500
