Balancing $5.7T in Active and Passive Management with Lori Heinel episode artwork

EPISODE · Jul 24, 2026 · 1H 1M

Balancing $5.7T in Active and Passive Management with Lori Heinel

from Masters in Business · host Bloomberg

Barry sits down with Lori Heinel, Executive Vice President, Global Chief Investment Officer at State Street Investment Management. Lori discusses her unlikely journey from majoring in religious studies at Princeton to working in finance and investing. They also discuss her role as CIO at State Street and how she balances active and passive management views. They also discuss the case for private markets' involvements in 401(k)s. They also discuss how Lori is seeing AI affect her business managing trillions of dollars worth of assets, and her involvement with the "Fearless Girl" statue campaign.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 24, 2026

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Balancing $5.7T in Active and Passive Management with Lori Heinel

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