Lupus alpha Investment Focus 2027

Yesterday, we hosted our 25th "Investment Fokus" event at the Alte Oper. With 200 guests and 20 members of the press in attendance, it was once again an impressive and highly successful occasion. We have received enthusiastic feedback from our clients.

Following an opening keynote by NATO director and futurist Dr. Florence Gaub, economist Lars P. Feld, defense industry investor Susanne Wiegand, and journalist Robin Alexander discussed the implications of the U.S. midterm elections for Europe.

Prof. Rüdiger Bachmann from the University of Michigan explained the factors that drive capital market expectations, highlighting the significant role of "uncertainty." Erik Lundberg—also from the University of Michigan and CIO of a $25 billion endowment—expressed an optimistic outlook for Europe and for technological progress, particularly in the fields of AI and space exploration.

A special highlight this year was our concluding discussion featuring two space startups, Atmos Space Cargo and Reflex Aerospace, both of which are revolutionizing the European space sector with their respective business models.

We would like to thank all our guests for an exceptionally engaging day. Stay tuned for a comprehensive and varied recap—coming your way very soon!

The Lupus alpha Team