An Inside Look at Markets — Live with Savvy's Chief Investment Officer
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Join us for a live conversation with Anshul Sharma, Savvy's Chief Investment Officer, as he cuts through the noise of a complex quarter and shares what investors should be thinking about heading into Q2 2026.
We'll explore what's driving markets today across public and private markets, asset classes, and geographies, so you can focus on what actually matters for your portfolio right now.
Market Backdrop: What's actually moving markets this quarter — and what's just noise.
Portfolio Positioning: Where we're allocating today, and why.
What to Watch Next: The risks and catalysts that could reshape portfolios in Q2 and beyond.
Whether you're a seasoned investor or simply looking for a clearer read on the environment, this is a conversation worth your time.
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What You’ll Learn
To help you more confidently answer yes, Savvy CEO Ritik Malhotra is talking with one of the country’s few certified retirement coaches and author of Your Retirement Quest: 10 Secrets For Creating and Living a Fulfilling Retirement, Keith Lawrence. With Ritik’s personal retirement journey bolstered by the sale of two companies along with Keith’s decades of experience coaching for retirement, they’ll both explore the essential components of creating a successful path to retirement.
2025 in Focus: Markets posted steady gains, supported by strong corporate earnings and easing inflation.
Despite Headwinds: Growth persisted amid shifting policies and geopolitical uncertainty.
Looking Ahead: As conditions stabilize, we’re monitoring global demand trends shaping the next market cycle.
Anshul Sharma
Chief Investment Officer
Anshul Sharma is Chief Investment Officer at Savvy Wealth, where he oversees the firm's investment strategy, portfolio design, and platform innovation. He partners across product, marketing, and operations teams to deliver portfolios that take a methodological approach to balance customization with scalability for advisors and their clients.
Before joining Savvy, Anshul spent nearly two decades at Bank of America, where he managed the Chief Investment Office's Sustainable Model Portfolio Suite, launched new proprietary offerings, and, as Head of Alternative Investment Strategy, provided guidance and thought leadership to advisors around hedge fund, private market, and real asset strategies. He began his career as an Investment Strategist at U.S. Trust, designing multi-asset portfolios for high-net-worth and institutional clients.
Anshul holds a Master of Financial Engineering from UC Berkeley and a Bachelor of Computer Engineering from Lehigh University. Outside of work, he is an avid tennis player, enjoys time with his wife, two sons, and their Bernedoodle, and is an auto enthusiast who loves cooking and travel.
This webinar is intended for informational purposes only and should not be construed as an offer to buy securities. Alternative investments are speculative, may involve a high degree of risk and volatility, and are not suitable for all investors. Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors Inc. ("Savvy Advisors" and collectively referred to as "Savvy"). All advisory services are offered through Savvy Advisors, an investment advisor registered with the Securities and Exchange Commission ("SEC").