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

2026-07-24 · 61 min · 10 entities

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Asserted relationships

→ appeared on Masters in Business podcast

0.68

evidence rules-v4
Balancing $5.7T in Active and Passive Management with Lori Heinel
→ discusses Business concept

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evidence rules-v4
Feed category: Business
→ discusses Investing concept

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evidence rules-v4
Feed category: Investing
→ discusses Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
→ hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

Entities found in this episode

concepts 6

mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship

companys 2

mentioned Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

persons 1

mentioned Lori Heinel person

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evidence rules-v4
Balancing $5.7T in Active and Passive Management with Lori Heinel

podcasts 1

appeared on Masters in Business podcast

0.68

evidence rules-v4
Balancing $5.7T in Active and Passive Management with Lori Heinel

Episode description as stored

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.