II London Agenda

Panel: The risks, returns and strategic importance of defence infrastructure

15 Sept 2026

14:20 - 15:00

Plenary

To what extent is private capital entering defence, and how are investors approaching risk in the sector?
As Europe seeks strategic defence autonomy, can private capital deliver, and what’s in it for institutional investors?
Do current project finance and infrastructure fund models suit defence-linked assets, or is a new approach needed?

Speakers

José Cabrita, Head of Unit - European Investment Fund

Kashif Khan, EMEA Infrastructure & Project Finance - MetLife Investment Management

Ingrid Edmund, Managing Director, Private Investments - National Wealth Fund

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