Event Profile

CAIA Germany - Defense Investments in the Current Geopolitical Environment: Opportunities and Challenges for Institutional Investors

Date(s):
November 10, 2026
Note:
All times listed are in local time
Venue:
Frankfurt School of Finance & Management
Adickesallee 32-34
Frankfurt, HE 6032 
Fee(s):
Free Event
Description:

CAIA Germany
Defense Investments in the Current Geopolitical Environment: Opportunities and Challenges for Institutional Investors


The geopolitical landscape has changed fundamentally in recent years, and defense and security have moved to the centre of political and economic debate in Europe. For institutional investors, this raises new questions about where capital can be deployed, how defense fits within existing investment and ESG frameworks, and which risks need to be considered.


Join CAIA Germany for a keynote presentation offering research-based perspectives on the current geopolitical environment and the key developments shaping European security. As well as a panel discussion with investment professionals from across private markets. Dive into where industry experts see investment opportunities in defense and resilience, how these strategies can be accessed through private markets, and the challenges institutional investors face.


AGENDA:
17:30 – Registration

17:55 - Opening remarks by Benjamin M. Chadwick, CAIA - CAIA Germany (Frankfurt) Chapter Head, Partner at Selinus Capital

18:00 – Keynote presentation by Dr. Mikhail Polianskii - Postdoctoral Researcher in PRIF's Research Department International Institutions on The Current Geopolitical Environment

18:25 – Panel Discussion on Investment Opportunities and Challenges in collaboration with:

  • Anna Baumbach - Partner at Palladio Partners
  • Christian Burkard - Investment Partner at Deutsche Credit
  • Marta Czekaj - Private Credit Investments at DWS
  • Dominik Mühl - Partner at Marondo

Moderator:
Samuel Duncombe, CAIA, CFA - CAIA Germany Chapter Executive, Private Markets Advisor

19:00 – Q&A

19:15 – Networking Drinks and Close

 


Important notes before the event:

  • This event is organized by dedicated CAIA members, who generously volunteer their personal time.
  • Should you decide to register, we greatly appreciate your commitment to attending.
  • If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
  • Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
  • Registering a guest is possible but complete guest details must be filled in.

Thank you for your understanding and cooperation.
If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.
 

Find it on Map

Frankfurt School of Finance & Management
Anna Baumbach
Job Title: Partner
Organization: Palladio Partners
Speaker Type: Panelist


Frau Baumbach ist Partnerin bei Palladio Partners und verfügt über eine langjährige Industrieerfahrung im Asset Management. Vor ihrer Tätigkeit bei Palladio Partners war sie über viele Jahre Mitglied des Investitionsteams eines führenden deutschen Beratungshauses, für das sie private und institutionelle Anleger bei Investitionen in Sachwerte (u. a. Infrastruktur, Private Equity, Private Debt und Timber) betreute. Anna Baumbach hat einen M.A. in Finance & Banking (Warsaw School of Economics; Johannes Gutenberg-Universität, Mainz) und hat den CFA Charter erworben.


Christian Burkard
Job Title: Investment Partner
Organization: Deutsche Credit
Speaker Type: Panelist


Christian Burkard is Investment Partner at Deutsche Credit. Prior to joining Deutsche Credit, Mr. Burkard worked for more than 12 years in Barclays' Investment Banking division in Frankfurt, during this time he was responsible for Financial Sponsor Coverage in the DACH region and advised several corporates on C-level. In this role he led numerous Leveraged Finance and M&A transactions. Before joining Barclays, Mr. Burkard worked for more than five years in GE Capital's Leveraged Finance team in Frankfurt and London and supported the opening and growth of the Frankfurt office. He started his career at DZ Bank in Frankfurt and New York, where most recently he was part of the Leveraged Finance team. Christian holds an MBA with distinction from INSEAD as well as a Bachelor of Business Administration from Frankfurt School of Finance & Management.


Benjamin Chadwick
Job Title: Partner
Organization: Selinus Capital Advisors GmbH
Speaker Type: Keynote


Benjamin heads the Manager and Product Selection department of Selinus Capital, the largest placement agent focused on the distribution of alternative investments to institutional investors in Germany, Austria and Switzerland (DACH). Prior to joining Selinus, he worked as Investment Specialist in Deutsche Bank’s Key Client Partners division, providing large single family offices access to alternative investments and broader investment banking services. Benjamin holds a Master of Science (M.Sc.) in Finance & Investment from Durham University Business School, UK, as well as a Bachelor of Arts (B.A.) in Business Administration & Banking from DHBW Karlsruhe, Germany. He is a Chartered Alternative Investment Analyst (CAIA®) Charterholder, a CAIA Germany Chapter Executive and has completed the Stanford Online Energy Innovation and Emerging Technologies (EIET) professional course.


Marta Czekaj

Samuel Duncombe
Speaker Type: Moderator


Samuel Duncombe is an independent consultant in the private market space and a CAIA Germany chapter executive. He advises clients on topics such as fund selection / manager due diligence, portfolio management and research projects. In addition to Samuel's industry-side work, he is also a postgraduate researcher with the University of Exeter, and has published academic research on private markets. He is a CAIA and CFA charterholder.


Dominik Mühl
Job Title: Partner
Organization: Marondo
Speaker Type: Panelist

Mikhail Polianskii
Job Title: Postdoctoral Researcher
Organization: PRIF
Speaker Type: Panelist


Dr. Mikhail Polianskii is a Postdoctoral Researcher in the International Institutions Department at the Peace Research Institute Frankfurt (PRIF), based in Germany. His research focuses on Russian politics, foreign policy, hybrid warfare, and the post-Soviet space. He has published on Russian domestic and foreign policy in leading journals such as Contemporary Security Policy, Europe-Asia Studies, and Communist and Post-Communist Studies, and is the author of several chapters in edited volumes and handbooks on post-Soviet politics. He has held visiting positions at institutions including Carleton University in Ottawa and the Berlin Center for Cold War Studies, and has participated in collaborative research networks on Eastern Europe and Eurasia.