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  • 1 Cornhill
    London
    EC3V 3ND

Longview Networks Defence and Security Investing Summit

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Join leading investors and asset managers for a discussion on investing in the evolving global security landscape. The event explores strategic investment opportunities across defence, cybersecurity, and national security–critical technologies, examining geopolitical trends, dual-use technologies, capital allocation, and innovation shaping the sector across public and private markets. Designed for candid, high-level dialogue, the summit fosters insight-sharing and connections among decision-makers navigating the ESG conundrums and asset allocation decisions.

The event takes place under the Chatham House rule.

For information on speaking and sponsorship opportunities contact peter.braham@longviewnetworks.com

 A different kind of industry conversation


Our summits are designed as expanded roundtable discussions — immersive, interactive events where every voice matters.

Throughout the day, we intersperse short, focused presentations with open-floor dialogue. Each talk is intended to spark discussion rather than deliver a one-way lecture. Following each presentation, participants are invited to ask questions, challenge assumptions, and share their own perspectives. This creates a collaborative space for genuine knowledge exchange.

Participation

Our format works best when everyone is engaged.
We encourage — and expect — participants to contribute to the conversation. While we make exceptions for those wishing to observe quietly, the ethos of a summit is active involvement.

Reporting & Publication

The purpose of each summit is to surface valuable perspectives, insights, and challenges — which we then capture in a post-event report.

  • On the record: All conversations are on the record unless explicitly stated otherwise.
  • Accuracy first: We record discussions to ensure accuracy and avoid misquoting.

This approach ensures we preserve the richness of the conversation while maintaining transparency and trust.

Past reports

Charities, Endowments and Foundations Summit (2025)
Insurance Investment Summit (2025)
Defined Contributions Summit (2025)

Longview summit reports provide clear, practical insights and sponsored content. Each report captures the expert discussion and provides key takeaways to help asset owners and managers navigate a variety of investment opportunities/risks.

Renewable Infrastructure Summit (2025)
Investing in UK Summit (2025)
Transition Equities Summit (2025)

2:00

Arrival & refreshments

2:30

The state of security - a practitioner's view

Major General (rtd) J T Holmes, will be exploring the state of defence and security around the world, taking stock key developments with a particular focus on the move towards European self-sufficiency and what this means for the defence industry landscape. He will be drawing upon his considerable experience in the field and commanding the SAS and later all of UK special forces .

3:00

ESG concerns in defence & security investments - changing priorities

As defence spending commitments rise across the world, institutional investors have revisited responsible investment beliefs concerning defence and security investments. Where do institutional investors draw the line? How do you approach stewardship and manager engagement in this extraordinarily sensitive sector? What position makes sense when it comes to dual-use technologies and what are the reputational risks of investing or not in these assets?

3:30

Responsible investment in defence, security & resilience

Foresight Group will present the case for security and resilience focused investing across private market asset classes and capital types, surfacing immediate opportunities available in the UK. They will lead a responsive discussion to earlier speakers around how to invest responsibly, examining how sustainability and security converge in the real world.

3:55

Private markets and the defence & security supply chain

If the results of higher defence spending is already priced in in public markets does that hold true in private markets?

What opportunities exist in the often dual-use nature of defence supply chains, such aerospace components, advanced manufacturing, and SMEs with partial or indirect exposure to defence contracts.

Is this a private equity, credit, or event real asset play for institutional investors and how do you identify the SME winners in this new (arms) race?

4:20

Cyber, AI and critical infrastructure

National resilience as a broader concept and theme has clearly come to the fore in the public debate in the UK and elsewhere, so how should institutional investors engage with and benefit from investment themes such as cybersecurity, the security aspects of AI and the need to secure critical energy, food, and data infrastructure for example?

Can and should this form part of Mansion House commitments for example and how may public and private partnerships unlock the capital needed to invest in a resilient society?

4:55

End of event - start of drinks reception at Engel

Major General (rtd) J T Holmes DSO OBE MC

Upcoming Roundtables