Active vs. Passive in an Era of Mega-Cap Dominance

II Consultants & Institutional Investors Roundtable 2026

II
Panel
Author

John W. Pearce, CFA, CAIA

Published

October 7, 2026

I participated as a panelist discussing the role of active and passive equity investing styles at the Institutional Investor Consultants & Institutional Investors Roundtable in Chicago.

Discussion Points

  • Using external and internal management to seek alpha and beta
  • Opportunities for alpha in international equities and smaller capitalization segments of the US market
  • How the changing investment landscape reshapes my thinking about the use of active and passive equity strategies

II Roundtable Agenda Cover

Active vs. Passive Panel Description