Financing peace: opportunities for private credit investors in the European defence industry

06 May 2026
Stream A- Asset Backed Finance
  • How can private credit investors benefit from the new strategic context and Europe’s rearmament, and where are the best opportunities in the European defence supply chain?
  • What entry-level barriers do private credit managers face when investing in European defence?
  • How can investors navigate and adapt to challenges like export controls, licenses, procurement systems, etc.
  • Views on ESG considerations, LP perspectives and UK and EU efforts to clarify the sustainable finance regulatory framework.
Moderator
Guillermo Pérez Molina
Guillermo Pérez Molina, Private Credit Associate - Alternative Investment Management Association