{"id":1521,"date":"2025-09-17T07:26:52","date_gmt":"2025-09-17T13:26:52","guid":{"rendered":"https:\/\/raffy.ch\/blog\/?p=1521"},"modified":"2025-09-17T07:26:53","modified_gmt":"2025-09-17T13:26:53","slug":"reflections-from-the-summa-equity-annual-investor-meeting-at-the-oslo-opera","status":"publish","type":"post","link":"https:\/\/raffy.ch\/blog\/2025\/09\/17\/reflections-from-the-summa-equity-annual-investor-meeting-at-the-oslo-opera\/","title":{"rendered":"Reflections from the Summa Equity Annual Investor Meeting at the Oslo Opera"},"content":{"rendered":"\n
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I had the pleasure to attend the Summa Equity Annual Investor meeting today in Oslo. It was inspiring to hear about companies in the Summa portfolio that are making a real difference. Taking a step back from day-to-day cybersecurity and business conversations, it\u2019s refreshing to dive into themes that truly matter for humanity. At the Annual Investor Meeting in Oslo, Summa\u2019s four investment areas came into sharp focus and they highlight both the scale of the challenges and the opportunities ahead.<\/p>\n\n\n\n

Four Themes Shaping the Future<\/h2>\n\n\n\n

Here are the four themes that Summa invests in and some interesting facts that I gathered during the presentations:<\/p>\n\n\n\n

Circularity<\/strong><\/p>\n\n\n\n

    \n
  • Desalination as a pathway to more clean water<\/li>\n\n\n\n
  • How little of our waste is recycled, despite mounting pressure on resources<\/li>\n\n\n\n
  • The ongoing pollution of water, air, and soil and the need to stop it at the source<\/li>\n<\/ul>\n\n\n\n

    Sustainable Food<\/strong><\/p>\n\n\n\n

      \n
    • The world will need ~55% more calories in the near future<\/li>\n\n\n\n
    • Aquaculture (fish farming) is essential if we want to feed the planet sustainably – there is not enough grass to feed the cows that we’d need to feed the world<\/li>\n\n\n\n
    • 26% of global greenhouse gas emissions come from the food system<\/li>\n<\/ul>\n\n\n\n

      Energy Transition<\/strong><\/p>\n\n\n\n

        \n
      • Electricity demand is projected to double by 2050<\/li>\n\n\n\n
      • Outdated grids will struggle to keep up with demand, especially from data centers<\/li>\n\n\n\n
      • In Europe, electricity price volatility has surged 150% in just four years<\/li>\n<\/ul>\n\n\n\n

        Tech-Enabled Resilience<\/strong><\/p>\n\n\n\n

          \n
        • Cybercrime now costs the global economy more than $10 trillion annually<\/li>\n\n\n\n
        • Resilience is not optional \u2014 from cybersecurity to supply chains, it underpins progress in every other theme<\/li>\n<\/ul>\n\n\n\n
          \n\n\n\n

          Why It Matters<\/h2>\n\n\n\n

          These themes may sound broad, but they tie directly to the choices we make today. Food, water, energy, and digital resilience are the foundation of a thriving future. Hearing how Summa is approaching them \u2014 and backing real companies solving real problems \u2014 is both sobering and energizing.<\/p>\n\n\n\n

          As someone deeply engaged in cybersecurity, it\u2019s eye-opening to connect that work to the bigger picture: resilience, sustainability, and how we ensure humanity thrives well into the future.<\/p>\n\n\n\n

          Thanks to Summa Equity<\/strong> for hosting such a thought-provoking gathering and for having me speak about cyber security.<\/p>\n","protected":false},"excerpt":{"rendered":"

          I had the pleasure to attend the Summa Equity Annual Investor meeting today in Oslo. It was inspiring to hear about companies in the Summa portfolio that are making a real difference. Taking a step back from day-to-day cybersecurity and business conversations, it\u2019s refreshing to dive into themes that truly matter for humanity. At the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[67],"tags":[],"class_list":["post-1521","post","type-post","status-publish","format-standard","hentry","category-investment"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t