Alternative Investing in an Era of Transactional Geopolitics
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APR
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The Donroe Doctrine?!?
Alternative Investing in an Era of Transactional Geopolitics
In a period defined by geopolitical realignment, evolving national security priorities, energy transition pressures, and heightened great-power competition, investors face a materially different macro and policy landscape than in prior decades. This symposium convenes leaders across defense technology, cybersecurity, energy investing, and private capital to examine how shifting national security doctrines and transactional geopolitics may reshape private market opportunity sets. As governments revisit industrial policy, defense procurement models, and public-private partnerships, capital allocators must consider how alternative investment strategies—particularly in defense technology, cybersecurity, AI, energy infrastructure, and dual-use innovation—may evolve over the next several years.
The discussion will explore:
- The intersection of national defense strategy and private capital formation
- Emerging models for funding next-generation defense and dual-use technologies
- Cybersecurity and AI as core pillars of national resilience
- Energy security and its implications for private equity and infrastructure strategies
- How geopolitical fragmentation may alter underwriting assumptions, liquidity pathways, and exit markets
Participants will gain a strategic framework for evaluating defense-adjacent private investments, insight into how evolving national security doctrines influence capital allocation, and perspective on cybersecurity and energy security as both risk mitigants and growth drivers. The discussion will also address portfolio construction considerations in an increasingly fragmented global order. Join us for a timely conversation at the intersection of capital, security, and strategy.
SPEAKERS
Hon. Veronica Daigle | Hon. Veronica Daigle is the President of Red Cell’s National Security Practice and a Partner at the firm, bringing a distinguished career in defense, government operations, and the financial sector. Before joining Red Cell, she served as an Executive Director in Boeing’s Legislative Affairs, Government Operations, and was the Senate-confirmed Assistant Secretary of Defense for Readiness, acting as the principal advisor to the Secretary and Under Secretary of Defense for Personnel and Readiness. In this role, she managed a team of over 50 military and civilian personnel, overseeing critical readiness initiatives. Ms. Daigle began her federal career in 2008 as a Presidential Management Fellow at the White House Office of Management and Budget (OMB) and later worked as an operations research analyst in the Department of Defense’s Cost Assessment and Program Evaluation (CAPE) office. Rising through the ranks, she became a career Senior Executive Service member, serving as Director of CAPE’s Force and Infrastructure Analysis Division before transitioning to the Office of the Under Secretary of Defense for Personnel and Readiness, where she was confirmed as Assistant Secretary of Defense for Readiness in 2019. Prior to her federal service, Ms. Daigle spent nearly a decade in the financial sector, developing industry-wide benchmarks for securities lending performance and advising global banking institutions, state treasurers, and public pension fund executives. She holds a Bachelor of Arts in Philosophy from Fordham University and a Master’s Degree in Political Science & International Affairs from George Mason University and is a recipient of the Department of Defense Medal for Distinguished Public Service and the Office of the Secretary of Defense Medal for Exceptional Civilian Service. Back To Top ^^
Taher Elgamal | Taher brings over four decades of entrepreneurial, operational and investment experience to his role and is a member of the firm’s investment committee. Prior to joining Evolution full-time, Taher served as the Chief Technology Officer, Security at Salesforce.com for ten years and as a Venture Partner at Evolution for almost five years. Taher is a recipient of the RSA Conference 2009 Lifetime Achievement Award, and he is recognized as the “father of SSL,” the Internet security standard Secure Sockets Layer. Taher has been issued several patents in online security, payments and data compression. Taher founded many companies, including NokNok Labs, InfoSec Global, and Securify. He previously was the director of engineering at RSA Security Inc. Prior to that, Taher served as Chief Scientist at Netscape Communications from 1995 to 1998 where he was a driving force behind SSL. Taher has held numerous executive roles at technology and security companies, including Chief Security Officer of Axway, Inc. and Chief Technology Officer of Tumbleweed Communications. Taher graduated from Cairo University and received his Masters and Doctorate degrees in Electrical Engineering from Stanford University. Back To Top ^^
Kyle M. Kafka | Kyle Kafka is a Partner at EnCap Investments, which has invested approximately $24 billion in more than 240 different upstream companies in the oil and gas industry since 1988. Kyle joined Encap in July 2006, and focuses on upstream, minerals, and energy transition investments. Since joining EnCap, he has been involved in over 50 portfolio companies representing over $13 billion in fund commitments and nearly 40 portfolio company successful monetizations with combined transaction value of more than $30 billion. Kyle currently serves on the board of directors of a number of companies including Double Eagle, EnCap Minerals, Enduring Resources, Novo Oil and Gas, Paloma Natural Gas, Pegasus Resources, Tumbleweed Royalty, and Verdun. Back To Top ^^
MODERATOR
David Silverman | David Silverman is the President at Red Cell and a Managing Partner at the firm. He is the Founder and Chief Executive Officer of CrossLead, Inc, a services and training company whose leadership and management framework is used by leaders and companies around the globe. Mr. Silverman co-authored the New York Times best-selling leadership and management book, Team of Teams: New Rules of Engagement for a Complex World. As a thought leader on culture change, high-performing teams, and leadership, he is a frequent guest speaker for business leaders and conferences worldwide. Before CrossLead, Mr. Silverman co-founded the McChrystal Group where he served as CEO for five years. A graduate of the United States Naval Academy, Mr. Silverman served as a Navy Seal from 1998-2011. He graduated Basic Underwater Demolition School (BUD/S) Class 221 in 1999 as the Honor Man. He deployed six times worldwide, including combat deployments to Iraq, Afghanistan, and Southeast Asia, where he received three Bronze Stars and numerous other commendations. Mr. Silverman serves on the Headstrong Project’s advisory board and is a member of the Young Presidents Organization. Back To Top ^^
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Registration Fees |
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Non-Hosted Valet: $25
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund of the event ticket price. No phone cancellations are accepted. Please e-mail info@cfala.org.
Y. Allen Kim, CFA
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CFA Society Los Angeles has determined that this program qualifies for 1.5 PL credit hours, under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member and a CFA Society Los Angeles Member, PL credit for your participation in this program will be automatically recorded in your PL tracking tool. |
