​About this Live Session

​​Global investing today is no longer about just picking individual stocks. More investors are starting to discuss global themes - Artificial Intelligence, Electric Vehicles, SpaceTech, and more.

​​In this session, we will walk through how to approach global themes in a structured way and how Managed Portfolios can help simplify the process of building and managing exposure to these themes.

​​The session will focus on how to evaluate different types of portfolios, understand their underlying thesis, and decide what fits within your own investing approach.

​​Key Agenda

• ​​How global investing is shifting from stocks to themes

• ​​What makes a theme investable (beyond just an idea)

• ​​Understanding Managed Portfolios — structure, approach, and use cases

• ​​How to evaluate a portfolio: risk, thesis, and underlying holdings

• ​​How to use Managed Portfolios alongside your existing investments

​​About the Speaker

​​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.