Red Arts Capital Launches Red Arts Institute to Help Business Leaders Navigate Global Disruption

July 17, 2025 at 10:00 AM EDT

Inaugural white paper explores how shifting geopolitics, supply chains, and technology are reshaping the rules of business.

Red Arts Capital (“Red Arts”), a leading investment firm specializing in supply chain-related and logistics businesses, today announced the launch of the Red Arts Institute, a new platform designed to help business leaders navigate a world undergoing deep, structural change.

The global economy is being reshaped—not by one-off disruptions, but by a new era defined by geopolitical deglobalization and fragmentation, rapid technological advancement, and the development of new supply chain infrastructure. In this environment, static playbooks no longer apply.

To mark its debut, Red Arts is releasing the Institute’s inaugural white paper, “Seizing Opportunities for Growth and Resiliency.” The paper is co-authored by Nick Antoine, Red Arts Co-CEO and Managing Partner, and Dr. Nadia Schadlow, Red Arts Institute Executive Advisor and former U.S. Deputy National Security Advisor for Strategy. Dr. Schadlow helped craft the 2017 National Security Strategy and remains one of the most influential voices at the intersection of geopolitics, economic policy, and innovation.

This paper maps the inflection points shaping our future:

How the foundational assumptions of globalization are breaking down

Why supply chains are now central to national strength and business strategy

Where infrastructure, digitization, and internal governance will drive future growth

What leaders must evaluate today to stay ahead of tomorrow

“Economies are dynamic,” said Antoine. “Many investors and operators are still operating with an understanding of yesterday’s themes, but we believe that the biggest opportunities of this generation can be uncovered through research of new themes. The Red Arts Institute was created to give leaders the edge they need right now.”

“Geopolitical and economic realignments are redefining the playing field for business,” said Dr. Schadlow. “Leaders who understand these shifts will be best positioned to shape the future rather than be shaped by it.”

The Red Arts Institute is a hub for leaders who want to better understand where the world is going and how to move their businesses with it. Through research, convenings, and expert-led conversations, the Institute helps business leaders make sense of the fast-changing dynamics at play in supply chain, logistics, and infrastructure.

Read the full white paper here.

About Red Arts Capital

Based in Chicago, Illinois, Red Arts Capital is a leading investment firm with over $300 million in assets under management, with a focus on supply chain-related and logistics businesses. Red Arts Capital seeks to partner with and invest in proven, successful businesses that are uniquely positioned in their market and led by superior management teams to execute the value creation strategy and generate strong shareholder returns. With sector expertise and a commitment to responsible stewardship and excellence, Red Arts Capital supports its portfolio companies through its operational playbook, world-class network of operating partners, advisory councils and supply chain expertise.