The Business of Global Security: Who wins from the new defense spending boom?
As governments accelerate defense spending in response to a more volatile security environment, the flow of capital into the sector is changing. Recent conflicts have demonstrated the strategic importance of low-cost, scalable capabilities — from autonomous systems and drones to electronic warfare and counter-drone technologies. Rather than asking which technologies will be adopted, attention is shifting to how militaries can procure, deploy, and continually adapt capabilities at the pace of modern conflict.
This online discussion will examine how shifting US and European defense priorities, lessons from recent conflicts and rapid technological change are reshaping investment and procurement. Panelists will discuss where capital is flowing, whether investment is aligned with evolving military requirements, and what it will take for defense companies to scale technologies and production to meet growing demand.
This webinar will act as a prelude to our Investing in Global Security Summit, launching March 2027.
KEY THEMES
Lessons from the modern battlefield
What are conflicts in Ukraine, Iran and elsewhere revealing about the technologies, capabilities and operational models that matter most, and how quickly are those lessons translating into defense priorities and spending?
The new economics of defense technology
As low-cost drones, autonomous systems, electronic warfare and counter-drone technologies challenge traditional defense economics, how is the balance shifting between sophisticated platforms, scalable systems and affordable mass?
Following the defense spending boom
As defense budgets rise across the US, Europe and beyond, where is capital actually flowing? Is investment aligned with the capabilities militaries will need for the next generation of conflict?
SPEAKERS
Speaker line-up coming soon!
WHY ATTEND
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Understanding where defense spending is shifting
Explore how lessons from recent conflicts, new technologies and changing security priorities are reshaping government spending and investment across the defense sector.
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Hear from leaders from across the defense ecosystem
Gain insights from senior figures across industry, investment and policy on the technologies, companies and capabilities positioned to benefit from rising defense budgets.
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Identify what it takes to scale
Understand how procurement reform, industrial capacity and access to capital will determine which defense companies can turn growing demand into long-term growth.
Continue the conversation at Investing in Global Security Summit
March 10, 2027 | New York City
Global security is entering a defining decade. Governments and industry are contending with heightened geopolitical tensions, accelerating technological change, shifting defense priorities, and growing pressure to modernize capabilities at speed. At the same time, capital markets are playing an increasingly central role, shaping which technologies scale, how innovation is financed, and who ultimately sets the pace of security transformation. Disruption is no longer theoretical; it is structural. The question now is: how will capital and innovation align to meet a more complex global threat environment?