Keynote Speaker: Lori Stachelski

Managing Director and Head of Global Investing Learning and Development, Cambridge Associates

Lori Stachelski is Managing Director and Head of Global Investing Learning and Development at Cambridge Associates. She is responsible for assessing the needs of over 425 professional staff, designing a talent development program, and executing an on-going comprehensive curriculum to meet the requirements of the Global Investing business. Prior to this role, she served as Co-Chief Operating Officer for the Endowment and Foundation Practice, the largest of the 3 practices at Cambridge Associates. In this position, she oversaw 85 investment professionals and helped manage the firm’s work with nearly 600 endowment, foundation, and healthcare clients. Previously, Ms. Stachelski led the Investment Operations Group responsible for providing investment operations support to over 375 clients globally. Before assuming leadership of Investment Operations, she was Associate Director of Consulting Operations where she oversaw the career development and associated client staffing and operations for the Boston investment staff. Additionally, Ms. Stachelski’s leadership included serving on the firm’s compensation and evaluation group, co-founding the Pension Advisory Group (later growing to become the Pension Practice), and working with select clients on investment issues such as asset allocation strategy, manager selection, and investment program evaluation.

Before joining Cambridge Associates, Ms. Stachelski worked in the Investment Banking Division of J.P. Morgan Securities Inc. She focused on the transportation, logistics, aerospace and defense sectors.

Ms. Stachelski began her career in the U.S. Marine Corps. She served for over 7 years as a Logistics Officer where she had command experience and held positions such as Motor Transport Division Officer, Assistant Operations Officer, and War Plans Analyst. She was hand-selected to serve as the principal assistant to the Secretary of the Navy. In this role she worked with senior leadership in the White House, Department of Defense, Congress and foreign countries, traveling extensively, coordinating issues, and interfacing with the highest levels of national and international leadership in support of Operation Enduring Freedom.

Ms. Stachelski holds a master’s of Public Policy with a concentration in International Trade and Finance from Harvard University’s Kennedy School of Government. She earned a Bachelor of Science degree from the United States Naval Academy.

Ms. Stachelski lives in Winchester, Massachusetts with her husband and their two children.