Balancing the Narrative on Active and Passive: The Active Managers Council Action Plan

October 17, 2023 from 2:00 PM to 3:00 PM (ET)

Both active and passive play important roles in investment management. However, a misleading narrative has emerged, pitting active against passive in a false dichotomy.

In 2018, the IAA formed the Active Managers Council to help balance the narrative on active and passive.

In this webinar, we’ll review the Council’s thought leadership and advocacy since its inception five years ago, the impact that it has had, and the agenda moving forward.

This webinar is complimentary, courtesy of the Investment Adviser Association. All registrants will receive a link to the recording.

If you have questions about this webinar or need help registering, please contact Lisa Gillette at lisa.gillette@investmentadviser.org.

Webinar Speakers

Karen L. Barr is president and chief executive officer of the IAA. Before assuming the role of president and CEO in 2014, she served as the IAA’s general counsel for 17 years, with responsibility for the wide range of legal and regulatory matters affecting the investment adviser industry. Prior to joining the IAA, Barr was in private practice at Wilmer, Cutler & Pickering (now WilmerHale), where she represented clients in SEC investigations, securities class action litigation, internal corporate investigations, and securities regulatory matters. She received her B.A. from the University of Pennsylvania and her J.D. from the University of Michigan Law School.

Kevin Lyman currently serves global head of thought leadership at Invesco Ltd. He partners with Invesco’s investment, corporate, and enterprise support teams around the world, as well as external parties, to drive execution of the firm’s global thought leadership agenda. The Global Thought Leadership team focuses on enhancing Invesco’s profile and reputation within the global asset management industry by providing distinctive, timely, market-leading content on topics of importance to target audiences. Lyman also participates actively in the Invesco Women’s Network, the Invesco Black Professionals’ Network, and other business resource groups within the firm. He earned a B.A. in Political Science from Duke University and a J.D. from Vanderbilt University School of Law.

Williams (Bill) Roberts is a partner and co-CEO of GW&K, responsible for business operations. He sits on various committees at GW&K including Executive, Management, Investment, Brokerage, and Cybersecurity. Roberts joined GW&K in 1994 as a vice president and director of operations. Prior to GW&K, he was director of finance and operations at Felton, Berlin. Roberts received his B.A. in Political Science from Denison University. He is a member of Business Executives for National Security and formerly served as treasurer and vice chairman of the Board of Trustees at the Salisbury School in Connecticut. Roberts also serves on the IAA Board of Governors.

Apurva Schwartz is a portfolio specialist for Harding Loevner with over 15 years of industry experience. Before joining Harding Loevner in 2020, she was a principal at Goldman Sachs. She previously held senior equity analyst positions at NGM Asset Management and Citadel Investment Group and was a vice president at Institutional Capital Corporation. Schwartz is a graduate of the University of Michigan with a B.A. in political science.

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