SuperReturn Tech Sovereignty 2026

SuperReturn Tech Sovereignty is a focused single-day conference on the intersection of technology investment, geopolitics and national-security policy. Co-located with SuperReturn International in Berlin, the event sits at the increasingly load-bearing question for institutional venture and growth allocators: how should capital flow when technology, semiconductors, AI infrastructure, defense and biotech are now treated as instruments of state competition?

The agenda concentrates on the asset-class implications of tech-sovereignty programs across the EU, US, UK, Japan, Korea and the broader Asian theater. Sessions cover dual-use defense technology investment (formerly a niche, now an institutional venture category), semiconductor and AI compute capital flows, the operational reality of FDI screening and CFIUS-style review across Europe, sanctions-related compliance frictions for cross-border venture, and the rise of sovereign-backed venture programs as both LP and competitor.

For institutional venture LPs and the GPs they back, tech sovereignty is no longer an exogenous policy issue — it directly shapes which deals can close, what cross-border syndicates are workable, what exit routes remain available, and which categories command the policy and procurement tailwinds that drive returns. The conference is structured to make those connections explicit rather than abstract.

The audience reflects the topic: institutional venture allocators, dedicated defense and dual-use VC GPs, growth equity funds with sovereign LP bases, sovereign wealth venture programs, policy-adjacent funds and the legal and regulatory advisory ecosystem.

Institutional venture allocators evaluating defense and dual-use exposure; GPs running defense, deeptech and dual-use venture strategies; sovereign wealth venture program teams; policy and government-affairs advisors; CFIUS and FDI counsel.

The boundaries between technology investment and national-security policy are tightening permanently. Allocators and GPs that understand how to operate inside those boundaries — including dedicated defense-tech specialists, AI-infrastructure funds and sovereign-backed programs — are absorbing a growing share of institutional commitments while others are filtered out by FDI and procurement constraints.