#BCD Forum Session: When politics eats profits (English)

​Europe’s Strategic Reset: Russia, Trump 2.0, and the New Risk Reality

​Russia’s strategic posture, the prospect of a “Trump 2.0” presidency, and an increasingly fragmented global order are reshaping Europe’s geopolitical environment.

​For entrepreneurs, family offices, and long-term investors, the key question is no longer whether the risk landscape is changing — but how and with what consequences.

​In this forum session, we take a data-driven and scenario-based look at Europe’s evolving security and geo-economic environment, with a clear focus on practical implications for capital, businesses, and strategic asset allocation.

​Together with the Investment Lead of HENSOLDT and the founders of Interfor International, alongside members of their Intelligence Unit, we will discuss:

• ​Base, downside, and tail-risk geopolitical scenarios

• ​Europe’s strategic positioning between the U.S., Russia, and China

• ​Security and defense-industrial implications

• ​Impact on capital markets, real assets, supply chains, and corporate exposure

• ​Concrete mitigation and resilience strategies for family offices and entrepreneurs

​The session is deliberately designed to be analytical rather than political. The objective is a sober, intelligence-based assessment of the emerging risk reality — beyond media narratives or partisan debate.

​Who should attend?
HNWIs, UHNWIs, family offices, and entrepreneurs seeking a structured understanding of the current geopolitical risk landscape and its translation into strategic decisions.

​Objective of the session:
To develop a data-driven view of plausible future scenarios and derive actionable positioning and risk mitigation approaches in an increasingly volatile geopolitical landscape.