Energy transition and you: Investing in the world's fastest growing theme
About this Live Session
The global energy landscape is undergoing one of the biggest transformations in history. As countries invest in cleaner energy sources, electric mobility, battery technology, and modern infrastructure, the energy transition is creating long-term investment opportunities across industries and geographies.
In this session, we will explore the global energy transition theme, the key trends driving its growth, and the companies and sectors shaping this transformation. We will also discuss how investors can gain exposure to this theme through a diversified and structured investment approach.
The session will focus on understanding the long-term investment case for the energy transition, evaluating opportunities within the theme, and determining how it can fit into a broader global portfolio.
Key Agenda
• Why the energy transition is one of the world's fastest growing investment themes
• The key drivers shaping the shift to clean energy and electrification
• Understanding the industries and companies powering the energy transition
• Different ways to invest in the theme through diversified global portfolios
• Key risks and considerations when investing in long-term themes
• How the energy transition can complement your existing investment portfolio
Speakers
Sumit Kumar, brings close to 8 years of experience across wealth management, portfolio strategy, and equity markets, and currently leads Portfolio Research at Vested.
He was previously part of J.P. Morgan Chase’s Wealth Management team, where he managed approximately $11 billion in AUM across 5,000 client accounts, with a strong focus on tax-loss harvesting and portfolio rebalancing.
Before that, he was with Goldman Sachs in Management & Strategy, covering U.S. derivatives and equity markets. His work included sell-side analysis, market research, and tracking competitive dynamics.
Parth Parikh is the Head of Content and Education at Vested, where he leads content, investor education, and community initiatives focused on helping Indian investors access global markets. His work spans US stocks, ETFs, global mutual funds, and private market investing, with a strong emphasis on making complex financial concepts simple, practical, and actionable.
Before joining Vested, Parth worked at Finsire in the secured lending and financial infrastructure space. Prior to that, he spent several years at FinShiksha, where he designed and delivered finance education programs focused on investment analysis and financial decision-making.
Parth is a regular contributor to The Indian Express and The Financial Express. He has also conducted training programs for leading financial institutions and academic organizations, including Kotak Securities, Motilal Oswal, Nippon India Mutual Fund, J.P. Morgan, CRISIL, and premier institutes such as the IIMs and IITs.