Private capital is playing an increasingly central role in defense and national security as governments accelerate investment in advanced technologies and rethink traditional procurement models.
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Private Capital, Defense and National Security - Investing at the Intersection

You're Invited:
Private Capital, Defense and National Security - Investing at the Intersection

Tuesday, February 24, 2026
5:30 PM – 8:30 PM EST

Goodwin
The New York Times Building
620 Eighth Avenue
New York, NY 10018

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Private capital is playing an increasingly central role in defense and national security as governments accelerate investment in advanced technologies and rethink traditional procurement models. Rising geopolitical risk, evolving battlefield requirements and heightened regulatory scrutiny around ownership and control are reshaping how investors deploy capital and how transactions get done.

As highlighted at Davos 2026, discussions ranged from high-level debates on collective security and geopolitical realignment to concrete commitments around increased defense spending, innovation in defense technology, and the growing role of AI in cybersecurity and military applications. Defense is no longer a niche allocation. It is a strategic sector where private equity and growth investors are backing technology-driven businesses that support national security priorities while operating within complex legal and regulatory frameworks.

Please join us for an in-person seminar exploring:

  • How private capital is structuring and deploying funds in defense and national security
  • Regulatory and government contracts considerations that shape deal execution and value
  • M&A dynamics unique to defense and security assets
  • Investor and company perspectives on scaling and exiting defense-focused businesses

Keynote Address
We are honored to open the program with a keynote address by Lieutenant General Roger L. Cloutier Jr., U.S. Army (Ret.).

Lt. Gen. Cloutier brings decades of senior leadership experience across global defense and security operations, including service as Commander of NATO Allied Land Command, Commander of U.S. Army Africa, and multiple combat tours in Iraq and Afghanistan. His remarks will ground the discussion in the operational realities of modern conflict and the growing importance of private industry and private capital in delivering scalable and resilient defense capabilities.

Panel Discussion
Following the keynote, we will host a panel discussion covering:

  • Fund formation and capital structuring in defense
  • Government contracts and regulatory realities
  • M&A in defense and security
  • Investor and company perspectives

Panelists include:

  • Alexandrine Armstrong-Cerfontaine, Partner, Goodwin (Moderator)
  • Pavel Shaitanoff, Partner, Goodwin
  • Liza Craig, Partner, Goodwin
  • Ifa Reist, Founder, Nex42
  • Justin Steinke, CEO (USA), Strix Drones

The program will conclude with a fireside chat featuring Henry A. Crumpton, former State Department Coordinator for Counterterrorism with the rank of ambassador-at-large, CIA, moderated by Alexandrine Armstrong-Cerfontaine.

 

Agenda


5:30 PM
| Arrival
6:00 PM | Welcome and framing
6:15 PM | Keynote address
6:35 PM | Panel Discussion
7:25 PM | Fireside Chat
7:45 PM | Audience Q&A and networking reception

Speakers

Roger Cloutier

Lt. Gen. Roger L. Cloutier, Jr.
U.S. Army (Ret.)
(Keynote Speaker)

Henry A. Crumpton

Henry A. Crumpton
F
ormer State Department Coordinator for Counterterrorism

Alexandrine Armstrong-Cerfontaine

Alexandrine Armstrong-Cerfontaine
Partner
Goodwin
(Moderator)

Pavel Shaitanoff

Pavel Shaitanoff
Partner
Goodwin

Liza Craig

Liza Craig
Partner
Goodwin

Ifa Reist

Ifa Reist
Founder
Nex42

Justin Steinke

Justin Steinke
CEO (USA)
Strix Drones

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