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Masters in Business · Friday, July 24, 2026

State Street CIO Lori Heinel on Navigating 5.7 Trillion in Assets

Lori Heinel, Global Chief Investment Officer at State Street, discusses her extensive career in finance, starting with an analyst program at First Boston after studying religion and economics at Princeton. She highlights lessons learned from the 1987 market crash and the evolution of her career through various roles at institutions like Credit Suisse, Parker Hunter, Mellon Financial, and SEI Investments, before arriving at State Street.

personLori HeinelcompanyState StreetcompanyFirst BostoncompanyCredit SuissecompanyParker HuntercompanyMellon FinancialcompanySEI Investments

The tape

3 quotes
The first and most important thing is I was there during the 87 Black Monday crash, and I happened to be working in fixed income.
Lori Heinel
So I guess the first lesson I learned was that there are winners and there are losers in every market event, and it's better to be on the winning side.
Lori Heinel
So for me that was a really eye opening experience. One it just really opened up my eyes to all of America. I traveled literally around the around the country, but also just looking at the different needs that these types of clients had and how we could serve them.
Lori Heinel
Heard on Masters in Business — “Balancing $5.7T in Active and Passive Management with Lori Heinel, published Friday, July 24, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via publisher transcript · $0.00
State Street CIO Lori Heinel on Navigating 5.7 Trillion in Assets — Heardvine