Fortifying the Future: Biotech, Defense, Deep Tech & Alpha in an Unstable World
Allocator One Office in 180 Studios
Event description
Fortifying the Future: Biotech, Defense & Deep Tech in an Unstable World
From taboo to alpha: how sovereign demand, dual-use innovation, and resilience-driven ventures are reshaping the next decade of investing.
As geopolitics fracture and national resilience takes center stage, mission-critical innovation is moving from niche to necessary. Biotech, defense, and frontier deep tech are no longer “off-limits” categories—they are becoming core drivers of alpha in the decade ahead.
This private, off-the-record session—held ahead of the Allocator One Alpha Summit—brings together a curated circle of allocators and founders operating at the frontiers of science, security, and technology. Together, we’ll examine how sovereign demand, dual-use innovation, and venture-scale ambition converge into one of the most asymmetric investment opportunities of our time.
What to Expect
Why now – A macro and geopolitical lens on why defense, biotech, and deep tech are emerging as the most asymmetric alpha opportunities in the next decade.
Dual-use unlocks – How advances in AI, autonomy, energy, quantum, aerospace, cybersecurity, and biotech create both commercial and defense-scale outcomes.
Capital with conviction – Insights from emerging builders like Simon (Omni Ventures), Nicola (TwinTrack), and potential guests such as Markus Fuhrmann and Christophe Maire on scaling companies that harden national resilience.
From taboo to allocation – Why LPs are shifting from passive exclusion to active deployment in strategies aligned with defense, biotech, and health security.
Roundtable format – An intimate, off-the-record exchange with 10–15 forward-leaning LPs, designed for candor, clarity, and conviction.
Access & alignment – Discussion on how to secure early exposure to the breakout funds and ventures driving the next wave of resilience-driven alpha.
About the hosts
Allocator One is an asset manager aimed on backing the top 3% of high-performing, first and second-time fund managers globally. We provide an initial anchoring investment, accelerating fund launches with proprietary infrastructure and a robust technology platform. Allocator One has invested in 25 specialized fund managers in the past 2 years.
Our investor base spans 20+ countries and includes family offices, leading corporations, funds of funds, unicorn founders, billion-dollar fund managers, and board members. With the largest deal flow globally, we assess approximately 80% of first and second-time fund managers globally.
Meet the hosts
Show bio
Michael Ströck is a co-founder of Allocator One. With extensive experience in tech and entrepreneurship, he has co-founded multiple companies and venture funds, including Candidately (YC S17), First Circle Capital, and Calm/Storm Ventures.
Show bio
Felix Staeritz is a co-founder of Allocator One. He has successfully built and exited several companies, and is passionate about backing new fund talent and high-potential ventures, bringing an extensive network and deep experience in scaling businesses to the investment community.