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https://matthewscanlan.com/#article-13g-sec-filing-for-the-guardian-life-insurance-compan-2fbc5f http://schema.org/publisher https://matthewscanlan.com/#org-sec https://matthewscanlan.com/#article-13g-sec-filing-for-the-guardian-life-insurance-compan-2fbc5f http://schema.org/url https://www.redwoodtrust.com/investor-relations/sec-filings/all-sec-filings/content/0001085256-12-000020/0001085256-12-000020.pdf https://matthewscanlan.com/#article-13g-sec-filing-for-the-guardian-life-insurance-compan-2fbc5f http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-adams-street-hires-matthew-scanlan-for-board-of-directors http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-adams-street-hires-matthew-scanlan-for-board-of-directors http://schema.org/additionalType news article https://matthewscanlan.com/#article-adams-street-hires-matthew-scanlan-for-board-of-directors http://schema.org/alternativeHeadline Adams Street hires Matthew Scanlan https://matthewscanlan.com/#article-adams-street-hires-matthew-scanlan-for-board-of-directors http://schema.org/datePublished 2018-03 https://matthewscanlan.com/#article-adams-street-hires-matthew-scanlan-for-board-of-directors http://schema.org/description Coverage of Scanlan's appointment to the Adams Street Partners board. https://matthewscanlan.com/#article-adams-street-hires-matthew-scanlan-for-board-of-directors http://schema.org/headline Adams Street Hires Matthew Scanlan for Board of Directors https://matthewscanlan.com/#article-adams-street-hires-matthew-scanlan-for-board-of-directors http://schema.org/name Adams Street Hires Matthew Scanlan for Board of Directors https://matthewscanlan.com/#article-adams-street-hires-matthew-scanlan-for-board-of-directors http://schema.org/publisher https://matthewscanlan.com/#org-pe-hub https://matthewscanlan.com/#article-adams-street-hires-matthew-scanlan-for-board-of-directors http://schema.org/url https://matthewscanlan.com/publications/adams-street-hires-matthew-scanlan-for-board/ https://matthewscanlan.com/#article-adams-street-hires-matthew-scanlan-for-board-of-directors http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-adams-street-partners-adds-board-directors http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-adams-street-partners-adds-board-directors http://schema.org/additionalType news article https://matthewscanlan.com/#article-adams-street-partners-adds-board-directors http://schema.org/alternativeHeadline Adams Street Partners adds board directors https://matthewscanlan.com/#article-adams-street-partners-adds-board-directors http://schema.org/datePublished 2018-03 https://matthewscanlan.com/#article-adams-street-partners-adds-board-directors http://schema.org/description Coverage of Scanlan's appointment to the Adams Street Partners board. https://matthewscanlan.com/#article-adams-street-partners-adds-board-directors http://schema.org/headline Adams Street Partners Adds Board Directors https://matthewscanlan.com/#article-adams-street-partners-adds-board-directors http://schema.org/name Adams Street Partners Adds Board Directors https://matthewscanlan.com/#article-adams-street-partners-adds-board-directors http://schema.org/publisher https://matthewscanlan.com/#org-private-equity-wire https://matthewscanlan.com/#article-adams-street-partners-adds-board-directors http://schema.org/url https://matthewscanlan.com/publications/adams-street-partners-adds-board-directors/ https://matthewscanlan.com/#article-adams-street-partners-adds-board-directors http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-annuities-meet-their-match http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-annuities-meet-their-match http://schema.org/additionalType news article https://matthewscanlan.com/#article-annuities-meet-their-match http://schema.org/alternativeHeadline Annuities meet their match https://matthewscanlan.com/#article-annuities-meet-their-match http://schema.org/datePublished 2007-10-15 https://matthewscanlan.com/#article-annuities-meet-their-match http://schema.org/description Reports Scanlan, as managing director and head of BGI's Americas institutional business, describing a new DC annuity product as a revolutionary technology, with BGI filing 14 patent claims on the process. https://matthewscanlan.com/#article-annuities-meet-their-match http://schema.org/headline Annuities Meet Their Match https://matthewscanlan.com/#article-annuities-meet-their-match http://schema.org/name Annuities Meet Their Match https://matthewscanlan.com/#article-annuities-meet-their-match http://schema.org/publisher https://matthewscanlan.com/#org-pensions-investments https://matthewscanlan.com/#article-annuities-meet-their-match http://schema.org/url https://matthewscanlan.com/publications/annuities-meet-their-match/ https://matthewscanlan.com/#article-annuities-meet-their-match http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-barclays-adds-annuity-feature-to-401ks http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-barclays-adds-annuity-feature-to-401ks http://schema.org/additionalType news article https://matthewscanlan.com/#article-barclays-adds-annuity-feature-to-401ks http://schema.org/alternativeHeadline Barclays adds annuity feature to 401(k)s https://matthewscanlan.com/#article-barclays-adds-annuity-feature-to-401ks http://schema.org/datePublished 2007-10-10 https://matthewscanlan.com/#article-barclays-adds-annuity-feature-to-401ks http://schema.org/description Covers the BGI SponsorMatch product launch, quoting Scanlan on trying to bring the best of defined benefit plans into a defined contribution option. https://matthewscanlan.com/#article-barclays-adds-annuity-feature-to-401ks http://schema.org/headline Barclays Adds Annuity Feature to 401(k)s https://matthewscanlan.com/#article-barclays-adds-annuity-feature-to-401ks http://schema.org/name Barclays Adds Annuity Feature to 401(k)s https://matthewscanlan.com/#article-barclays-adds-annuity-feature-to-401ks http://schema.org/publisher https://matthewscanlan.com/#org-investmentnews https://matthewscanlan.com/#article-barclays-adds-annuity-feature-to-401ks http://schema.org/url https://matthewscanlan.com/publications/barclays-adds-annuity-feature-to-401ks/ https://matthewscanlan.com/#article-barclays-adds-annuity-feature-to-401ks http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-barclays-executive-moves-to-renaissance http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-barclays-executive-moves-to-renaissance http://schema.org/datePublished 2009-03-09 https://matthewscanlan.com/#article-barclays-executive-moves-to-renaissance http://schema.org/description Renaissance Technologies, the black-box hedge fund founded by the mathematician James Simons, has hired Matthew Scanlan of Barclays Global Investors to run its institutional unit. https://matthewscanlan.com/#article-barclays-executive-moves-to-renaissance http://schema.org/headline Barclays Executive Moves to Renaissance https://matthewscanlan.com/#article-barclays-executive-moves-to-renaissance http://schema.org/name Barclays Executive Moves to Renaissance https://matthewscanlan.com/#article-barclays-executive-moves-to-renaissance http://schema.org/publisher https://matthewscanlan.com/#org-the-new-york-times https://matthewscanlan.com/#article-barclays-executive-moves-to-renaissance http://schema.org/url https://archive.nytimes.com/dealbook.nytimes.com/2009/03/03/barclays-executive-moves-to-renaissance/ https://matthewscanlan.com/#article-barclays-executive-moves-to-renaissance http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-bgi-loses-scanlan-to-renaissance http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-bgi-loses-scanlan-to-renaissance http://schema.org/additionalType news article https://matthewscanlan.com/#article-bgi-loses-scanlan-to-renaissance http://schema.org/alternativeHeadline BGI loses Scanlan to Renaissance https://matthewscanlan.com/#article-bgi-loses-scanlan-to-renaissance http://schema.org/datePublished 2009-03-03 https://matthewscanlan.com/#article-bgi-loses-scanlan-to-renaissance http://schema.org/description Reports Scanlan's departure from Barclays Global Investors to Renaissance Institutional Management. https://matthewscanlan.com/#article-bgi-loses-scanlan-to-renaissance http://schema.org/headline BGI Loses Scanlan to Renaissance https://matthewscanlan.com/#article-bgi-loses-scanlan-to-renaissance http://schema.org/name BGI Loses Scanlan to Renaissance https://matthewscanlan.com/#article-bgi-loses-scanlan-to-renaissance http://schema.org/publisher https://matthewscanlan.com/#org-pensions-investments https://matthewscanlan.com/#article-bgi-loses-scanlan-to-renaissance http://schema.org/url https://www.pionline.com/article/20090303/ONLINE/903039986/bgi-loses-scanlan-to-renaissance/ https://matthewscanlan.com/#article-bgi-loses-scanlan-to-renaissance http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-charles-j-yang-cfa-elected-chair-of-cfa-institute-boa-859fe1 http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-charles-j-yang-cfa-elected-chair-of-cfa-institute-boa-859fe1 http://schema.org/datePublished 2013-07-17 https://matthewscanlan.com/#article-charles-j-yang-cfa-elected-chair-of-cfa-institute-boa-859fe1 http://schema.org/headline Charles J. Yang, CFA, Elected Chair of CFA Institute Board of Governors https://matthewscanlan.com/#article-charles-j-yang-cfa-elected-chair-of-cfa-institute-boa-859fe1 http://schema.org/name Charles J. Yang, CFA, Elected Chair of CFA Institute Board of Governors https://matthewscanlan.com/#article-charles-j-yang-cfa-elected-chair-of-cfa-institute-boa-859fe1 http://schema.org/publisher https://matthewscanlan.com/#org-cfa-institute https://matthewscanlan.com/#article-charles-j-yang-cfa-elected-chair-of-cfa-institute-boa-859fe1 http://schema.org/url https://www.cfainstitute.org/about/press-room/2013/charles-j-yang-cfa-elected-chair-of-cfa-institute-board-of-governors https://matthewscanlan.com/#article-charles-j-yang-cfa-elected-chair-of-cfa-institute-boa-859fe1 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-class-notes-1981-kellogg-world-alumni-magazine http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-class-notes-1981-kellogg-world-alumni-magazine http://schema.org/additionalType article https://matthewscanlan.com/#article-class-notes-1981-kellogg-world-alumni-magazine http://schema.org/alternativeHeadline Class Notes 1981 https://matthewscanlan.com/#article-class-notes-1981-kellogg-world-alumni-magazine http://schema.org/datePublished 2006 https://matthewscanlan.com/#article-class-notes-1981-kellogg-world-alumni-magazine http://schema.org/description Notes Scanlan's CFA Institute C. Stewart Sheppard Award, his service on the candidate curriculum committee advisory board and chairing of the executive advisory board, and his role as head of BGI's Americas institutional business. https://matthewscanlan.com/#article-class-notes-1981-kellogg-world-alumni-magazine http://schema.org/headline Class Notes 1981 - Kellogg World Alumni Magazine https://matthewscanlan.com/#article-class-notes-1981-kellogg-world-alumni-magazine http://schema.org/name Class Notes 1981 - Kellogg World Alumni Magazine https://matthewscanlan.com/#article-class-notes-1981-kellogg-world-alumni-magazine http://schema.org/publisher https://matthewscanlan.com/#org-kellogg-world-alumni-magazine https://matthewscanlan.com/#article-class-notes-1981-kellogg-world-alumni-magazine http://schema.org/url https://www.kellogg.northwestern.edu/kwo/sum06/classnotes/1981.htm https://matthewscanlan.com/#article-class-notes-1981-kellogg-world-alumni-magazine http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-defined-contributions-sticky-fingers http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-defined-contributions-sticky-fingers http://schema.org/additionalType profile https://matthewscanlan.com/#article-defined-contributions-sticky-fingers http://schema.org/alternativeHeadline Sticky Fingers https://matthewscanlan.com/#article-defined-contributions-sticky-fingers http://schema.org/datePublished 2007-11 https://matthewscanlan.com/#article-defined-contributions-sticky-fingers http://schema.org/description Feature on the defined contribution market quoting Scanlan, head of BGI's Americas institutional business, on bringing the best of defined benefit investing to DC plans; notes BGI's $188 billion in defined contribution assets. https://matthewscanlan.com/#article-defined-contributions-sticky-fingers http://schema.org/headline Defined Contributions: Sticky Fingers https://matthewscanlan.com/#article-defined-contributions-sticky-fingers http://schema.org/name Defined Contributions: Sticky Fingers https://matthewscanlan.com/#article-defined-contributions-sticky-fingers http://schema.org/publisher https://matthewscanlan.com/#org-institutional-investor https://matthewscanlan.com/#article-defined-contributions-sticky-fingers http://schema.org/url https://matthewscanlan.com/publications/defined-contributions-sticky-fingers/ https://matthewscanlan.com/#article-defined-contributions-sticky-fingers http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-foreign-diversification-questioned-data-show-benefits-80e049 http://schema.org/author https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-foreign-diversification-questioned-data-show-benefits-80e049 http://schema.org/datePublished 1999-05-17 https://matthewscanlan.com/#article-foreign-diversification-questioned-data-show-benefits-80e049 http://schema.org/headline Foreign Diversification Questioned: Data Show Benefits Make It Worthwhile https://matthewscanlan.com/#article-foreign-diversification-questioned-data-show-benefits-80e049 http://schema.org/isPartOf https://matthewscanlan.com/#website https://matthewscanlan.com/#article-foreign-diversification-questioned-data-show-benefits-80e049 http://schema.org/name Foreign Diversification Questioned: Data Show Benefits Make It Worthwhile https://matthewscanlan.com/#article-foreign-diversification-questioned-data-show-benefits-80e049 http://schema.org/publisher https://matthewscanlan.com/#org-pensions-investments https://matthewscanlan.com/#article-foreign-diversification-questioned-data-show-benefits-80e049 http://schema.org/url https://matthewscanlan.com/publications/foreign-diversification-questioned/ https://matthewscanlan.com/#article-foreign-diversification-questioned-data-show-benefits-80e049 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Article https://matthewscanlan.com/#article-guardian-life-insurance-2012-annual-report http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-guardian-life-insurance-2012-annual-report http://schema.org/datePublished 2012-12-31 https://matthewscanlan.com/#article-guardian-life-insurance-2012-annual-report http://schema.org/headline Guardian Life Insurance 2012 Annual Report https://matthewscanlan.com/#article-guardian-life-insurance-2012-annual-report http://schema.org/name Guardian Life Insurance 2012 Annual Report https://matthewscanlan.com/#article-guardian-life-insurance-2012-annual-report http://schema.org/publisher https://matthewscanlan.com/#org-rs-investment-management-co-llc https://matthewscanlan.com/#article-guardian-life-insurance-2012-annual-report http://schema.org/url https://www.guardianlife.com/s3fs-public/2021-03/2012-annual%20report.pdf?id_hUU9sbiIzdj5ymO_pkhkjkPFB3Lde= https://matthewscanlan.com/#article-guardian-life-insurance-2012-annual-report http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-indexing-in-the-21st-century http://schema.org/author https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-indexing-in-the-21st-century http://schema.org/datePublished 2002 https://matthewscanlan.com/#article-indexing-in-the-21st-century http://schema.org/headline Indexing in the 21st Century https://matthewscanlan.com/#article-indexing-in-the-21st-century http://schema.org/isPartOf https://matthewscanlan.com/#website https://matthewscanlan.com/#article-indexing-in-the-21st-century http://schema.org/name Indexing in the 21st Century https://matthewscanlan.com/#article-indexing-in-the-21st-century http://schema.org/publisher https://matthewscanlan.com/#org-investment-insights-barclays-global-investors https://matthewscanlan.com/#article-indexing-in-the-21st-century http://schema.org/url https://matthewscanlan.com/publications/indexing-in-the-21st-century/ https://matthewscanlan.com/#article-indexing-in-the-21st-century http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Article https://matthewscanlan.com/#article-matt-scanlan-becomes-ceo-of-rs-investments http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-matt-scanlan-becomes-ceo-of-rs-investments http://schema.org/datePublished 2012-01-06 https://matthewscanlan.com/#article-matt-scanlan-becomes-ceo-of-rs-investments http://schema.org/headline Matt Scanlan Becomes CEO of RS Investments https://matthewscanlan.com/#article-matt-scanlan-becomes-ceo-of-rs-investments http://schema.org/name Matt Scanlan Becomes CEO of RS Investments https://matthewscanlan.com/#article-matt-scanlan-becomes-ceo-of-rs-investments http://schema.org/publisher https://matthewscanlan.com/#org-lagefi https://matthewscanlan.com/#article-matt-scanlan-becomes-ceo-of-rs-investments http://schema.org/url https://www.agefi.fr/asset-management/actualites/matt-scanlan-becomes-ceo-of-rs-investments https://matthewscanlan.com/#article-matt-scanlan-becomes-ceo-of-rs-investments http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-matthew-h-scanlan-joins-adams-street-partners-board-o-27b811 http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-matthew-h-scanlan-joins-adams-street-partners-board-o-27b811 http://schema.org/additionalType article https://matthewscanlan.com/#article-matthew-h-scanlan-joins-adams-street-partners-board-o-27b811 http://schema.org/alternativeHeadline Matthew H. Scanlan, Board of Directors https://matthewscanlan.com/#article-matthew-h-scanlan-joins-adams-street-partners-board-o-27b811 http://schema.org/datePublished 2018-03-06 https://matthewscanlan.com/#article-matthew-h-scanlan-joins-adams-street-partners-board-o-27b811 http://schema.org/description Press release announcing Scanlan's appointment to the Adams Street Partners Board of Directors, with quotes from Bon French and Jeff Diehl. https://matthewscanlan.com/#article-matthew-h-scanlan-joins-adams-street-partners-board-o-27b811 http://schema.org/headline Matthew H. Scanlan Joins Adams Street Partners Board of Directors https://matthewscanlan.com/#article-matthew-h-scanlan-joins-adams-street-partners-board-o-27b811 http://schema.org/name Matthew H. Scanlan Joins Adams Street Partners Board of Directors https://matthewscanlan.com/#article-matthew-h-scanlan-joins-adams-street-partners-board-o-27b811 http://schema.org/publisher https://matthewscanlan.com/#org-adams-street-partners https://matthewscanlan.com/#article-matthew-h-scanlan-joins-adams-street-partners-board-o-27b811 http://schema.org/url https://matthewscanlan.com/publications/matthew-h-scanlan-joins-adams-street-partners-board-of-directors/ https://matthewscanlan.com/#article-matthew-h-scanlan-joins-adams-street-partners-board-o-27b811 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-moves-renaissance-fidelity-castleoak-oppenheimer http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-moves-renaissance-fidelity-castleoak-oppenheimer http://schema.org/datePublished 2009-03-09 https://matthewscanlan.com/#article-moves-renaissance-fidelity-castleoak-oppenheimer http://schema.org/description Renaissance Technologies LLC, the multibillion dollar hedge fund that uses complicated computer models, hired a new president and chief executive officer for its institutional business. The fund firm, which manages roughly $20 billion, hired Matthew Scanlan to replace Stephen Robert, who retired. Scanlan joins the firm from Barclays Global Investors where he worked for 12 years and was most recently the company's head of institutional business in the Americas. https://matthewscanlan.com/#article-moves-renaissance-fidelity-castleoak-oppenheimer http://schema.org/headline MOVES-Renaissance, Fidelity, CastleOak, Oppenheimer https://matthewscanlan.com/#article-moves-renaissance-fidelity-castleoak-oppenheimer http://schema.org/name MOVES-Renaissance, Fidelity, CastleOak, Oppenheimer https://matthewscanlan.com/#article-moves-renaissance-fidelity-castleoak-oppenheimer http://schema.org/publisher https://matthewscanlan.com/#org-reuters https://matthewscanlan.com/#article-moves-renaissance-fidelity-castleoak-oppenheimer http://schema.org/url https://www.reuters.com/article/financial-moves-idINN0348010720090303/ https://matthewscanlan.com/#article-moves-renaissance-fidelity-castleoak-oppenheimer http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-new-ceo-takes-reins-at-rs-investments http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-new-ceo-takes-reins-at-rs-investments http://schema.org/additionalType news article https://matthewscanlan.com/#article-new-ceo-takes-reins-at-rs-investments http://schema.org/alternativeHeadline New CEO Takes Reins at RS Investments https://matthewscanlan.com/#article-new-ceo-takes-reins-at-rs-investments http://schema.org/datePublished 2012-01-04 https://matthewscanlan.com/#article-new-ceo-takes-reins-at-rs-investments http://schema.org/description News report confirming Scanlan's appointment as CEO of RS Investments, independent of the company press release. https://matthewscanlan.com/#article-new-ceo-takes-reins-at-rs-investments http://schema.org/headline New CEO Takes Reins at RS Investments https://matthewscanlan.com/#article-new-ceo-takes-reins-at-rs-investments http://schema.org/name New CEO Takes Reins at RS Investments https://matthewscanlan.com/#article-new-ceo-takes-reins-at-rs-investments http://schema.org/publisher https://matthewscanlan.com/#org-pensions-investments https://matthewscanlan.com/#article-new-ceo-takes-reins-at-rs-investments http://schema.org/url https://matthewscanlan.com/publications/new-ceo-takes-reins-at-rs-investments/ https://matthewscanlan.com/#article-new-ceo-takes-reins-at-rs-investments http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-profiles-of-the-top-50-globalinternational-managers http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-profiles-of-the-top-50-globalinternational-managers http://schema.org/additionalType article https://matthewscanlan.com/#article-profiles-of-the-top-50-globalinternational-managers http://schema.org/alternativeHeadline Top 50 Global/International Managers https://matthewscanlan.com/#article-profiles-of-the-top-50-globalinternational-managers http://schema.org/datePublished 2002-07-08 https://matthewscanlan.com/#article-profiles-of-the-top-50-globalinternational-managers http://schema.org/description Identifies Matthew Scanlan as client contact and Blake Grossman as chief investment officer at BGI, confirming Scanlan's senior client-facing role at least as early as 2002. https://matthewscanlan.com/#article-profiles-of-the-top-50-globalinternational-managers http://schema.org/headline Profiles of the Top 50 Global/International Managers https://matthewscanlan.com/#article-profiles-of-the-top-50-globalinternational-managers http://schema.org/name Profiles of the Top 50 Global/International Managers https://matthewscanlan.com/#article-profiles-of-the-top-50-globalinternational-managers http://schema.org/publisher https://matthewscanlan.com/#org-pensions-investments https://matthewscanlan.com/#article-profiles-of-the-top-50-globalinternational-managers http://schema.org/url https://www.pionline.com/article/20020708/PRINT/207080729/profiles-of-the-top-50-global-international-managers https://matthewscanlan.com/#article-profiles-of-the-top-50-globalinternational-managers http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-renaissance-institutional-management-taps-scanlan-as-9cb8b7 http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-renaissance-institutional-management-taps-scanlan-as-9cb8b7 http://schema.org/datePublished 2009-03-05 https://matthewscanlan.com/#article-renaissance-institutional-management-taps-scanlan-as-9cb8b7 http://schema.org/description Matthew H. Scanlan has joined Renaissance Technologies LLC as Renaissance Institutional Management LLC's President and CEO, the New York firm announced. https://matthewscanlan.com/#article-renaissance-institutional-management-taps-scanlan-as-9cb8b7 http://schema.org/headline Renaissance Institutional Management Taps Scanlan as New Chief https://matthewscanlan.com/#article-renaissance-institutional-management-taps-scanlan-as-9cb8b7 http://schema.org/name Renaissance Institutional Management Taps Scanlan as New Chief https://matthewscanlan.com/#article-renaissance-institutional-management-taps-scanlan-as-9cb8b7 http://schema.org/publisher https://matthewscanlan.com/#org-plan-sponsor https://matthewscanlan.com/#article-renaissance-institutional-management-taps-scanlan-as-9cb8b7 http://schema.org/url https://www.plansponsor.com/Renaissance-Institutional-Management-Taps-Scanlan-as-New-Chief/ https://matthewscanlan.com/#article-renaissance-institutional-management-taps-scanlan-as-9cb8b7 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-renaissance-may-lift-veil-a-bit http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-renaissance-may-lift-veil-a-bit http://schema.org/datePublished 2009-09-13 https://matthewscanlan.com/#article-renaissance-may-lift-veil-a-bit http://schema.org/description Highly secretive Renaissance Technologies Corp., hit by performance problems and huge redemptions in its largest open hedge fund, may concede greater transparency in the strategy for large institutional investors. https://matthewscanlan.com/#article-renaissance-may-lift-veil-a-bit http://schema.org/headline Renaissance may lift veil - a bit https://matthewscanlan.com/#article-renaissance-may-lift-veil-a-bit http://schema.org/name Renaissance may lift veil - a bit https://matthewscanlan.com/#article-renaissance-may-lift-veil-a-bit http://schema.org/publisher https://matthewscanlan.com/#org-investment-news https://matthewscanlan.com/#article-renaissance-may-lift-veil-a-bit http://schema.org/url https://matthewscanlan.com/publications/renaissance-may-lift-veil-a-bit/ https://matthewscanlan.com/#article-renaissance-may-lift-veil-a-bit http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-renaissance-taps-barclays-global-investors-for-chief-155e81 http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-renaissance-taps-barclays-global-investors-for-chief-155e81 http://schema.org/datePublished 2009-03-04 https://matthewscanlan.com/#article-renaissance-taps-barclays-global-investors-for-chief-155e81 http://schema.org/headline Renaissance taps Barclays Global Investors for chief executive https://matthewscanlan.com/#article-renaissance-taps-barclays-global-investors-for-chief-155e81 http://schema.org/name Renaissance taps Barclays Global Investors for chief executive https://matthewscanlan.com/#article-renaissance-taps-barclays-global-investors-for-chief-155e81 http://schema.org/url https://www.fnlondon.com/articles/renaissance-taps-barclays-global-investors-for-chief-executive-20090304 https://matthewscanlan.com/#article-renaissance-taps-barclays-global-investors-for-chief-155e81 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-retirement-might-be-worse-than-we-think http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-retirement-might-be-worse-than-we-think http://schema.org/additionalType article https://matthewscanlan.com/#article-retirement-might-be-worse-than-we-think http://schema.org/alternativeHeadline Retirement Might Be Worse Than We Think https://matthewscanlan.com/#article-retirement-might-be-worse-than-we-think http://schema.org/datePublished 2008-04-30 https://matthewscanlan.com/#article-retirement-might-be-worse-than-we-think http://schema.org/description Coverage of the BGI 'Future Shock of Retirement' study co-authored by Scanlan, with verbatim quotes on the severity of the retirement savings shortfall. https://matthewscanlan.com/#article-retirement-might-be-worse-than-we-think http://schema.org/headline Retirement Might Be Worse Than We Think https://matthewscanlan.com/#article-retirement-might-be-worse-than-we-think http://schema.org/name Retirement Might Be Worse Than We Think https://matthewscanlan.com/#article-retirement-might-be-worse-than-we-think http://schema.org/publisher https://matthewscanlan.com/#org-plansponsor https://matthewscanlan.com/#article-retirement-might-be-worse-than-we-think http://schema.org/url https://matthewscanlan.com/publications/retirement-might-be-worse-than-we-think/ https://matthewscanlan.com/#article-retirement-might-be-worse-than-we-think http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-rs-investments-announces-formation-of-new-investment-7cd5e3 http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-rs-investments-announces-formation-of-new-investment-7cd5e3 http://schema.org/datePublished 2014-01-07 https://matthewscanlan.com/#article-rs-investments-announces-formation-of-new-investment-7cd5e3 http://schema.org/description 'By transitioning the GNR Team to SailingStone, we are able to ensure that our clients will continue to benefit from the GNR strategy while primarily focusing our in-house strategies on our broad investor base,' said Matthew Scanlan, CEO of RS Investments. https://matthewscanlan.com/#article-rs-investments-announces-formation-of-new-investment-7cd5e3 http://schema.org/headline RS Investments Announces Formation of New Investment Adviser, SailingStone Capital Partners LLC https://matthewscanlan.com/#article-rs-investments-announces-formation-of-new-investment-7cd5e3 http://schema.org/name RS Investments Announces Formation of New Investment Adviser, SailingStone Capital Partners LLC https://matthewscanlan.com/#article-rs-investments-announces-formation-of-new-investment-7cd5e3 http://schema.org/publisher https://matthewscanlan.com/#org-rs-investments https://matthewscanlan.com/#article-rs-investments-announces-formation-of-new-investment-7cd5e3 http://schema.org/url https://sailingstonecapital.com/pdf/SailingStone%20Announcement%2001-06-2014.pdf https://matthewscanlan.com/#article-rs-investments-announces-formation-of-new-investment-7cd5e3 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-rs-investments-names-chief-executive-officer http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-rs-investments-names-chief-executive-officer http://schema.org/datePublished 2012-01-06 https://matthewscanlan.com/#article-rs-investments-names-chief-executive-officer http://schema.org/description RS Investments has appointed Matthew Scanlan as chief executive officer. Scanlan was previously president and CEO of Renaissance Institutional Management, and in a prior role, headed Barclays Global Investors' institutional business. https://matthewscanlan.com/#article-rs-investments-names-chief-executive-officer http://schema.org/headline RS Investments Names Chief Executive Officer https://matthewscanlan.com/#article-rs-investments-names-chief-executive-officer http://schema.org/name RS Investments Names Chief Executive Officer https://matthewscanlan.com/#article-rs-investments-names-chief-executive-officer http://schema.org/publisher https://matthewscanlan.com/#org-financial-advisor https://matthewscanlan.com/#article-rs-investments-names-chief-executive-officer http://schema.org/url https://www.fa-mag.com/news/rs-investments-names-chief-executive-officer-9330.html?section=102 https://matthewscanlan.com/#article-rs-investments-names-chief-executive-officer http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-rs-investments-ready-to-take-bigger-piece-of-pie http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-rs-investments-ready-to-take-bigger-piece-of-pie http://schema.org/additionalType profile https://matthewscanlan.com/#article-rs-investments-ready-to-take-bigger-piece-of-pie http://schema.org/alternativeHeadline RS Investments ready to take bigger piece of pie https://matthewscanlan.com/#article-rs-investments-ready-to-take-bigger-piece-of-pie http://schema.org/datePublished 2014-12-08 https://matthewscanlan.com/#article-rs-investments-ready-to-take-bigger-piece-of-pie http://schema.org/description Profile of RS Investments as a $26 billion firm, quoting Scanlan on seeking opportunities to increase scale; credits him with adding hundreds of billions to BGI's institutional business. https://matthewscanlan.com/#article-rs-investments-ready-to-take-bigger-piece-of-pie http://schema.org/headline RS Investments Ready to Take Bigger Piece of Pie https://matthewscanlan.com/#article-rs-investments-ready-to-take-bigger-piece-of-pie http://schema.org/name RS Investments Ready to Take Bigger Piece of Pie https://matthewscanlan.com/#article-rs-investments-ready-to-take-bigger-piece-of-pie http://schema.org/publisher https://matthewscanlan.com/#org-pensions-investments https://matthewscanlan.com/#article-rs-investments-ready-to-take-bigger-piece-of-pie http://schema.org/url https://matthewscanlan.com/publications/rs-investments-ready-to-take-bigger-piece-of-pie/ https://matthewscanlan.com/#article-rs-investments-ready-to-take-bigger-piece-of-pie http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-rs-investments-strengthens-value-team-with-addition-o-c19d6a http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-rs-investments-strengthens-value-team-with-addition-o-c19d6a http://schema.org/datePublished 2014-04-30 https://matthewscanlan.com/#article-rs-investments-strengthens-value-team-with-addition-o-c19d6a http://schema.org/description 'The addition of Tyler and Denny will allow the RS Value Team to provide deeper analysis of companies within the rapidly changing energy and technology sectors,' said Matthew Scanlan, CEO of RS Investments. 'We are pleased to have attracted such high caliber research analysts to RS. We believe our clients will benefit from the near 40-years of combined investment experience they bring to the platform.' https://matthewscanlan.com/#article-rs-investments-strengthens-value-team-with-addition-o-c19d6a http://schema.org/headline RS Investments Strengthens Value Team with Addition of Key Energy, Technology Analysts https://matthewscanlan.com/#article-rs-investments-strengthens-value-team-with-addition-o-c19d6a http://schema.org/name RS Investments Strengthens Value Team with Addition of Key Energy, Technology Analysts https://matthewscanlan.com/#article-rs-investments-strengthens-value-team-with-addition-o-c19d6a http://schema.org/publisher https://matthewscanlan.com/#org-pr-newswire https://matthewscanlan.com/#article-rs-investments-strengthens-value-team-with-addition-o-c19d6a http://schema.org/url https://www.prnewswire.com/news-releases/rs-investments-strengthens-value-team-with-addition-of-key-energy-technology-analysts-257321831.html https://matthewscanlan.com/#article-rs-investments-strengthens-value-team-with-addition-o-c19d6a http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-scanlan-named-ceo-at-rs-investments http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-scanlan-named-ceo-at-rs-investments http://schema.org/additionalType news article https://matthewscanlan.com/#article-scanlan-named-ceo-at-rs-investments http://schema.org/alternativeHeadline Scanlan named CEO at RS Investments https://matthewscanlan.com/#article-scanlan-named-ceo-at-rs-investments http://schema.org/datePublished 2012-01-09 https://matthewscanlan.com/#article-scanlan-named-ceo-at-rs-investments http://schema.org/description Coverage of Scanlan's appointment as CEO of RS Investments. https://matthewscanlan.com/#article-scanlan-named-ceo-at-rs-investments http://schema.org/headline Scanlan Named CEO at RS Investments https://matthewscanlan.com/#article-scanlan-named-ceo-at-rs-investments http://schema.org/name Scanlan Named CEO at RS Investments https://matthewscanlan.com/#article-scanlan-named-ceo-at-rs-investments http://schema.org/publisher https://matthewscanlan.com/#org-financial-planning https://matthewscanlan.com/#article-scanlan-named-ceo-at-rs-investments http://schema.org/url https://matthewscanlan.com/publications/scanlan-named-ceo-at-rs-investments/ https://matthewscanlan.com/#article-scanlan-named-ceo-at-rs-investments http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#article-scanlans-bgi-departure-is-a-symptom-of-rough-times http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#article-scanlans-bgi-departure-is-a-symptom-of-rough-times http://schema.org/additionalType news article https://matthewscanlan.com/#article-scanlans-bgi-departure-is-a-symptom-of-rough-times http://schema.org/alternativeHeadline Scanlan's BGI departure is a symptom of rough times https://matthewscanlan.com/#article-scanlans-bgi-departure-is-a-symptom-of-rough-times http://schema.org/datePublished 2009-03-09 https://matthewscanlan.com/#article-scanlans-bgi-departure-is-a-symptom-of-rough-times http://schema.org/description Frames Scanlan's departure from BGI as illustrating the difficulty large, troubled financial institutions face in retaining top money management executives. https://matthewscanlan.com/#article-scanlans-bgi-departure-is-a-symptom-of-rough-times http://schema.org/headline Scanlan's BGI Departure Is a Symptom of Rough Times https://matthewscanlan.com/#article-scanlans-bgi-departure-is-a-symptom-of-rough-times http://schema.org/name Scanlan's BGI Departure Is a Symptom of Rough Times https://matthewscanlan.com/#article-scanlans-bgi-departure-is-a-symptom-of-rough-times http://schema.org/publisher https://matthewscanlan.com/#org-pensions-investments https://matthewscanlan.com/#article-scanlans-bgi-departure-is-a-symptom-of-rough-times http://schema.org/url https://matthewscanlan.com/publications/scanlans-bgi-departure-is-a-symptom-of-rough-times/ https://matthewscanlan.com/#article-scanlans-bgi-departure-is-a-symptom-of-rough-times http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsArticle https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/alternativeHeadline Chapter 3 The Ever-Evolving Uses of Indexing: Why the Active versus Index Debate Is Over https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/author https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/author https://matthewscanlan.com/#personref-matthew-h-scanlan https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/bookEdition 1 https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/datePublished 2004-01-01 https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/description This chapter covers the growth of indexing from its humble beginnings, which were described in Chapter 2. We highlight the debate over indexing’s appropriateness for different market environments and various asset classes, discuss the advantages of index products, and describe the factors that have contributed to their meteoric growth. We examine indexing’s performance in both rising and falling markets and explore the claims that while indexing may be appropriate for U.S. large-cap equity investing, it somehow isn’t appropriate for U.S. small-cap or international equities. The myths and conventional wisdom about the latter are discussed in detail. While there is a brief discussion of index derivatives and ETFs, these subjects receive more thorough analysis in Parts Three, Four, and Five. The focus in this chapter is on how investors use indexing in increasingly sophisticated and creative ways, and how indexing should be a key part of an overall investment strategy. We stress that the active versus index debate is (or certainly should be) over. Instead, indexing needs to be part of a mosaic in a holistic investment strategy https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/image https://m.media-amazon.com/images/I/51Mvf0CiR-L._SY466_.jpg https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/inLanguage English https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/isPartOf https://matthewscanlan.com/#website https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/isbn 978-0471257073 https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/name Active Index Investing: Maximizing Portfolio Performance and Minimizing Risk Through Global Index Strategies https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/numberOfPages 720 https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/publisher https://matthewscanlan.com/#org-wiley-finance https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/sameAs https://www.amazon.com/Active-Index-Investing-Maximizing-Performance/dp/0471257079 https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/sameAs https://www.google.com/search?kgmid=/g/12bm6684j https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://schema.org/url https://matthewscanlan.com/publications/active-index-investing/ https://matthewscanlan.com/#book-active-index-investing-maximizing-portfolio-performan-206e28 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Book https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/abstract In the context of portfolio management, the terms private client, high-net-worth investor, and individual investor are used virtually interchangeably to reference the unique challenges of managing personal or family assets. Although a more precise definition of the individual investor is elusive, the basic need to properly manage one’s financial affairs is self-evident, and the precedent for seeking professional management is well established. https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/alternativeHeadline Chapter 2: Managing Individual Investor Portfolios https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/author https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/author https://matthewscanlan.com/#personref-matthew-h-scanlan https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/bookEdition 3rd https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/datePublished 2007-03-07 https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/description In the context of portfolio management, the terms private client, high-net-worth investor, and individual investor are used virtually interchangeably to reference the unique challenges of managing personal or family assets. Although a more precise definition of the individual investor is elusive, the basic need to properly manage one’s financial affairs is self-evident, and the precedent for seeking professional management is well established. https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/image https://m.media-amazon.com/images/I/510BoBvxdfL._SY445_SX342_FMwebp_.jpg https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/inLanguage English https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/isPartOf https://matthewscanlan.com/#website https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/isbn 978-0470080146 https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/name Managing Investment Portfolios: A Dynamic Process https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/numberOfPages 960 https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/publisher https://matthewscanlan.com/#org-wiley https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/sameAs https://www.amazon.com/Managing-Investment-Portfolios-Dynamic-Process/dp/0470080140 https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/sameAs https://www.google.com/search?kgmid=/g/12bn1v107 https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://schema.org/url https://matthewscanlan.com/publications/managing-investment-portfolios-a-dynamic-process/ https://matthewscanlan.com/#book-managing-investment-portfolios-a-dynamic-process http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Book https://matthewscanlan.com/#credential-bachelor-of-science http://schema.org/credentialCategory degree https://matthewscanlan.com/#credential-bachelor-of-science http://schema.org/dateCreated 1978 https://matthewscanlan.com/#credential-bachelor-of-science http://schema.org/description Phi Beta Kappa, Magna Cum Laude https://matthewscanlan.com/#credential-bachelor-of-science http://schema.org/name Bachelor of Science https://matthewscanlan.com/#credential-bachelor-of-science http://schema.org/recognizedBy https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9 https://matthewscanlan.com/#credential-bachelor-of-science http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/EducationalOccupationalCredential https://matthewscanlan.com/#credential-masters-in-management-in-finance-accounting-managemen-005bea http://schema.org/credentialCategory degree https://matthewscanlan.com/#credential-masters-in-management-in-finance-accounting-managemen-005bea http://schema.org/dateCreated 1981 https://matthewscanlan.com/#credential-masters-in-management-in-finance-accounting-managemen-005bea http://schema.org/name Masters in Management in Finance, Accounting, Management Policy https://matthewscanlan.com/#credential-masters-in-management-in-finance-accounting-managemen-005bea http://schema.org/recognizedBy https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university https://matthewscanlan.com/#credential-masters-in-management-in-finance-accounting-managemen-005bea http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/EducationalOccupationalCredential https://matthewscanlan.com/#definedterm-defined-benefit-defined-contribution-retirement-plans http://schema.org/description Recognized expertise in DB and DC plan design, fee disclosure policy, and retirement security; congressional and DOL advisory council testimony on these topics. https://matthewscanlan.com/#definedterm-defined-benefit-defined-contribution-retirement-plans http://schema.org/name Defined Benefit & Defined Contribution Retirement Plans https://matthewscanlan.com/#definedterm-defined-benefit-defined-contribution-retirement-plans http://schema.org/termCode expert https://matthewscanlan.com/#definedterm-defined-benefit-defined-contribution-retirement-plans http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/DefinedTerm https://matthewscanlan.com/#definedterm-institutional-asset-management http://schema.org/description Decades of leadership in institutional asset management, including running BGI's Americas institutional business and serving as CEO of multiple asset management firms. https://matthewscanlan.com/#definedterm-institutional-asset-management http://schema.org/name Institutional Asset Management https://matthewscanlan.com/#definedterm-institutional-asset-management http://schema.org/termCode expert https://matthewscanlan.com/#definedterm-institutional-asset-management http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/DefinedTerm https://matthewscanlan.com/#definedterm-investment-management-fees-cost-analysis http://schema.org/description Co-author of the award-winning 'Five Myths About Fees' on fee structures and risk-adjusted returns. https://matthewscanlan.com/#definedterm-investment-management-fees-cost-analysis http://schema.org/name Investment Management Fees & Cost Analysis https://matthewscanlan.com/#definedterm-investment-management-fees-cost-analysis http://schema.org/termCode expert https://matthewscanlan.com/#definedterm-investment-management-fees-cost-analysis http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/DefinedTerm https://matthewscanlan.com/#definedterm-private-equity-operating-leadership http://schema.org/description Operating executive and strategic operating partner roles in private equity (Golden Gate Capital, Valeas Capital Partners), focused on financial services. https://matthewscanlan.com/#definedterm-private-equity-operating-leadership http://schema.org/name Private Equity Operating Leadership https://matthewscanlan.com/#definedterm-private-equity-operating-leadership http://schema.org/termCode expert https://matthewscanlan.com/#definedterm-private-equity-operating-leadership http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/DefinedTerm https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university-alumniof http://schema.org/alumniOf https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university-alumniof http://schema.org/endDate 1981 https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university-alumniof http://schema.org/roleName Masters in Management, Finance, Accounting, Management Policy https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university-alumniof http://schema.org/startDate 1979 https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university-alumniof http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/OrganizationRole https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university http://schema.org/name J.L. Kellogg School of Management, Northwestern University https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university http://schema.org/sameAs https://www.google.com/search?kgmid=/m/02nvg1 https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university http://schema.org/url https://www.kellogg.northwestern.edu/ https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/CollegeOrUniversity https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9-alumniof http://schema.org/alumniOf https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9 https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9-alumniof http://schema.org/endDate 1978 https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9-alumniof http://schema.org/roleName Bachelor of Science https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9-alumniof http://schema.org/startDate 1974 https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9-alumniof http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/OrganizationRole https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9 http://schema.org/name University of Southern California (Marshall School of Business) https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9 http://schema.org/sameAs https://www.google.com/search?kgmid=/m/065y4w7 https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9 http://schema.org/url https://www.marshall.usc.edu/ https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/CollegeOrUniversity https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-about http://schema.org/name Launch of BGI SponsorMatch, a defined contribution annuity product; 14 patent claims filed on the process https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-about http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Thing https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-audience http://schema.org/audienceType Press / industry https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-audience http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Audience https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-location-address http://schema.org/addressCountry United States https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-location-address http://schema.org/addressLocality New York City https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-location-address http://schema.org/addressRegion New York https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-location-address http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/PostalAddress https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-location http://schema.org/address https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-location-address https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-location http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Place https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch http://schema.org/about https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-about https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch http://schema.org/audience https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-audience https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch http://schema.org/description Scanlan spoke at a BGI news conference announcing the SponsorMatch DC annuity product, describing it as a technology aimed at bringing the best of defined benefit investing into defined contribution options. https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch http://schema.org/location https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch-location https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch http://schema.org/name BGI SponsorMatch / DC Annuity Product Launch https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch http://schema.org/performer N91c82a828b0b4117bee0c0129f36fd0e https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch http://schema.org/sameAs https://matthewscanlan.com/speaking/bgi-sponsormatch-dc-annuity-product-launch/ https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch http://schema.org/sameAs https://www.investmentnews.com/retirement-planning/barclays-adds-annuity-feature-to-401ks/11749 https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch http://schema.org/sameAs https://www.pionline.com/article/20071015/PRINT/71012051/annuities-meet-their-match https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch http://schema.org/startDate 2007 https://matthewscanlan.com/#event-bgi-sponsormatch-dc-annuity-product-launch http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Event https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-about http://schema.org/name Defined benefit and defined contribution plan design; retirement security; short-term DB funding relief https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-about http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Thing https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-audience http://schema.org/audienceType U.S. Department of Labor advisory council https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-audience http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Audience https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-location-address http://schema.org/addressCountry United States https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-location-address http://schema.org/addressLocality Washington https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-location-address http://schema.org/addressRegion DC https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-location-address http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/PostalAddress https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-location http://schema.org/address https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-location-address https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-location http://schema.org/name U.S. Department of Labor https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-location http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Place https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883 http://schema.org/about https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-about https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883 http://schema.org/audience https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-audience https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883 http://schema.org/description Testifying as CEO and President of Renaissance Institutional Management, Scanlan appeared jointly with former BGI colleague Carter Lyons. He spoke about defined benefit plans, arguing they offer the most robust form of retirement security due to professional asset management, reduced costs from commingling, and diversification of longevity risk, and advocated short-term DB funding relief. A noted quote: 'Retirement is an income driven process and we're living in a lump sum world.' https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883 http://schema.org/location https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883-location https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883 http://schema.org/name DOL ERISA Advisory Council Testimony on Approaches to Retirement Security https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883 http://schema.org/performer N8886c521522c42df969822d5464cf9ed https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883 http://schema.org/sameAs https://matthewscanlan.com/speaking/dol-erisa-advisory-council-testimony-on-retirement-security/ https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883 http://schema.org/startDate 2009-07-21 https://matthewscanlan.com/#event-dol-erisa-advisory-council-testimony-on-approaches-to-ca2883 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Event https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers-about http://schema.org/name Kellogg School of Management Asset Management Practicum Spring 2011 to Winter 2012 https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers-about http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Thing https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers-location http://schema.org/name Kellogg School of Management, Northwestern University https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers-location http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Place https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers http://schema.org/about https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers-about https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers http://schema.org/location https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers-location https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers http://schema.org/name Implications of the Retirement Crisis for Asset Managers https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers http://schema.org/performer N112677c347ed4af68bfc52824392efa0 https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers http://schema.org/sameAs https://matthewscanlan.com/speaking/implications-of-the-retirement-crisis-for-asset-managers/ https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers http://schema.org/sameAs https://www.kellogg.northwestern.edu/academics-research/asset-management-practicum/speakers-events/ https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers http://schema.org/startDate 2012-09-01 https://matthewscanlan.com/#event-implications-of-the-retirement-crisis-for-asset-managers http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Event https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-about http://schema.org/name Retirement security research; risks to middle-class retirement wealth from Social Security and home equity assumptions https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-about http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Thing https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-audience http://schema.org/audienceType Press / industry https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-audience http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Audience https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-location-address http://schema.org/addressCountry United States https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-location-address http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/PostalAddress https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-location http://schema.org/address https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-location-address https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-location http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Place https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study http://schema.org/about https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-about https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study http://schema.org/audience https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-audience https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study http://schema.org/description Scanlan presented findings from the BGI study at a news briefing, stating that one-half of all middle-class Americans will have one-quarter less in retirement than they realize. https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study http://schema.org/location https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study-location https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study http://schema.org/name Release of 'The Future Shock of Retirement' Study https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study http://schema.org/performer N83a210892b4340b2a3563509f745f804 https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study http://schema.org/sameAs https://matthewscanlan.com/speaking/release-of-the-future-shock-of-retirement-study/ https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study http://schema.org/sameAs https://www.pionline.com/article/20080512/ONLINE/982934465/new-briefs-more-stable-value-funds-grandfathered-into-qdia https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study http://schema.org/sameAs https://www.plansponsor.com/retirement-might-be-worse-than-we-think/ https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study http://schema.org/startDate 2008-04-29 https://matthewscanlan.com/#event-release-of-the-future-shock-of-retirement-study http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Event https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-about http://schema.org/name 401(k) fee disclosure and retirement security; bringing defined benefit investment disciplines to defined contribution plans https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-about http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Thing https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-audience http://schema.org/audienceType U.S. House of Representatives committee https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-audience http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Audience https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-location-address http://schema.org/addressCountry United States https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-location-address http://schema.org/addressLocality Washington https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-location-address http://schema.org/addressRegion DC https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-location-address http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/PostalAddress https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-location http://schema.org/address https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-location-address https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-location http://schema.org/name Room 2175, Rayburn House Office Building https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-location http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Place https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612 http://schema.org/about https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-about https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612 http://schema.org/audience https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-audience https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612 http://schema.org/description Scanlan testified as Managing Director and head of BGI's Americas institutional business at the 110th Congress hearing on H.R. 3185. He supported fee disclosure by category to plan sponsors, conflict-of-interest disclosure, DOL standardized fund fact sheets, simplified participant disclosures, and bringing DB plan investment disciplines into the DC marketplace. He identified three root causes of DC plan failure: inadequate contributions; low returns with high fees; and lack of a distribution strategy. https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612 http://schema.org/location https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612-location https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612 http://schema.org/name Testimony on H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612 http://schema.org/performer N8755b3a632084f2ea7389ba04bc2a11f https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612 http://schema.org/sameAs https://democrats-edworkforce.house.gov/hearings/hr-3185-the-401k-fair-disclosure-for-retirement-security-act-of-2007 https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612 http://schema.org/sameAs https://matthewscanlan.com/speaking/testimony-401k-fair-disclosure-for-retirement-security-act/ https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612 http://schema.org/startDate 2007-10-04 https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612 http://schema.org/workPerformed N2e483b549a0845ac9aaf7fd9e2778b22 https://matthewscanlan.com/#event-testimony-on-hr-3185-the-401k-fair-disclosure-for-ret-80c612 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Event https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing-about http://schema.org/name Kellogg School of Management Asset Management Practicum Spring 2021 to Winter 2022 https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing-about http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Thing https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing-location http://schema.org/name Kellogg School of Management, Northwestern University https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing-location http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Place https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing http://schema.org/about https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing-about https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing http://schema.org/location https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing-location https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing http://schema.org/name Trends in Private Equity and Institutional Investing https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing http://schema.org/performer Nbef1ac9d31ca4f18bf79af567a236d57 https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing http://schema.org/sameAs https://matthewscanlan.com/speaking/trends-in-private-equity-and-institutional-investing/ https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing http://schema.org/sameAs https://www.kellogg.northwestern.edu/academics-research/asset-management-practicum/speakers-events/ https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing http://schema.org/startDate 2021-09-01 https://matthewscanlan.com/#event-trends-in-private-equity-and-institutional-investing http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Event https://matthewscanlan.com/#image-6f694b81-thumbnail http://schema.org/contentUrl https://images.bighouseenterprise.com/matthew-scanlan/matthew-scanlan/primary-headshots/matthew-scanalan-investment-expert-1aea68-thumb.webp https://matthewscanlan.com/#image-6f694b81-thumbnail http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/ImageObject https://matthewscanlan.com/#image-6f694b81 http://schema.org/about https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#image-6f694b81 http://schema.org/caption Matthew Scanlan is a Strategic Operating Partner at Valeas Capital Partners, a role he assumed in 2024 to advise the firm and its portfolio companies in the financial services vertical. His career in the investment management industry spans more than three decades and includes chief executive officer positions at several asset management firms. https://matthewscanlan.com/#image-6f694b81 http://schema.org/contentUrl https://images.bighouseenterprise.com/matthew-scanlan/matthew-scanlan/primary-headshots/matthew-scanalan-investment-expert-1aea68.webp https://matthewscanlan.com/#image-6f694b81 http://schema.org/copyrightYear 2026 https://matthewscanlan.com/#image-6f694b81 http://schema.org/encodingFormat image/webp https://matthewscanlan.com/#image-6f694b81 http://schema.org/height 1500 https://matthewscanlan.com/#image-6f694b81 http://schema.org/name Matthew Scanlan is a Strategic Operating Partner at Valeas Capital Partners, a role he assumed in 2024 to advise the firm and its portfolio companies in the financial services vertical. His career in the investment management industry spans more than three decades and includes chief executive officer positions at several asset management firms. https://matthewscanlan.com/#image-6f694b81 http://schema.org/thumbnail https://matthewscanlan.com/#image-6f694b81-thumbnail https://matthewscanlan.com/#image-6f694b81 http://schema.org/url https://images.bighouseenterprise.com/matthew-scanlan/matthew-scanlan/primary-headshots/matthew-scanalan-investment-expert-1aea68.webp https://matthewscanlan.com/#image-6f694b81 http://schema.org/width 1500 https://matthewscanlan.com/#image-6f694b81 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/ImageObject https://matthewscanlan.com/#occupation-adams-street-partners-member-of-board-of-directors-role http://schema.org/hasOccupation https://matthewscanlan.com/#occupation-adams-street-partners-member-of-board-of-directors https://matthewscanlan.com/#occupation-adams-street-partners-member-of-board-of-directors-role http://schema.org/roleName Member of Board of Directors at Adams Street Partners https://matthewscanlan.com/#occupation-adams-street-partners-member-of-board-of-directors-role http://schema.org/startDate 2018 https://matthewscanlan.com/#occupation-adams-street-partners-member-of-board-of-directors-role http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Role https://matthewscanlan.com/#occupation-adams-street-partners-member-of-board-of-directors http://schema.org/description Member of the Board of Directors of Adams Street Partners, a leading private markets investment firm headquartered in Chicago. https://matthewscanlan.com/#occupation-adams-street-partners-member-of-board-of-directors http://schema.org/name Member of Board of Directors https://matthewscanlan.com/#occupation-adams-street-partners-member-of-board-of-directors http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Occupation https://matthewscanlan.com/#occupation-barclays-global-investors-managing-director-ceo-of-in-26159e-role http://schema.org/endDate 2009 https://matthewscanlan.com/#occupation-barclays-global-investors-managing-director-ceo-of-in-26159e-role http://schema.org/hasOccupation https://matthewscanlan.com/#occupation-barclays-global-investors-managing-director-ceo-of-in-26159e https://matthewscanlan.com/#occupation-barclays-global-investors-managing-director-ceo-of-in-26159e-role http://schema.org/roleName Managing Director & CEO of Institutional Business at Barclays Global Investors https://matthewscanlan.com/#occupation-barclays-global-investors-managing-director-ceo-of-in-26159e-role http://schema.org/startDate 1996 https://matthewscanlan.com/#occupation-barclays-global-investors-managing-director-ceo-of-in-26159e-role http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Role https://matthewscanlan.com/#occupation-barclays-global-investors-managing-director-ceo-of-in-26159e http://schema.org/description Led the Institutional Business for the world's largest institutional investment management firm. Managed 80 professionals across San Francisco, Boston, Chicago, Montreal, Toronto, Brazil, and Mexico City. Managed five major account relationships, all ranking among the top ten revenue-generating clients in the firm. Served on BGI's Americas Executive Committee and Technology and Operations Executive Committee. https://matthewscanlan.com/#occupation-barclays-global-investors-managing-director-ceo-of-in-26159e http://schema.org/name Managing Director & CEO of Institutional Business https://matthewscanlan.com/#occupation-barclays-global-investors-managing-director-ceo-of-in-26159e http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Occupation https://matthewscanlan.com/#occupation-golden-gate-capital-operating-executive-role http://schema.org/endDate 2024 https://matthewscanlan.com/#occupation-golden-gate-capital-operating-executive-role http://schema.org/hasOccupation https://matthewscanlan.com/#occupation-golden-gate-capital-operating-executive https://matthewscanlan.com/#occupation-golden-gate-capital-operating-executive-role http://schema.org/roleName Operating Executive at Golden Gate Capital https://matthewscanlan.com/#occupation-golden-gate-capital-operating-executive-role http://schema.org/startDate 2016 https://matthewscanlan.com/#occupation-golden-gate-capital-operating-executive-role http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Role https://matthewscanlan.com/#occupation-golden-gate-capital-operating-executive http://schema.org/description Operating Executive focused on investment opportunities in the financial services sector. https://matthewscanlan.com/#occupation-golden-gate-capital-operating-executive http://schema.org/name Operating Executive https://matthewscanlan.com/#occupation-golden-gate-capital-operating-executive http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Occupation https://matthewscanlan.com/#occupation-oconnor-company-internal-fund-manager-role http://schema.org/endDate 1991 https://matthewscanlan.com/#occupation-oconnor-company-internal-fund-manager-role http://schema.org/hasOccupation https://matthewscanlan.com/#occupation-oconnor-company-internal-fund-manager https://matthewscanlan.com/#occupation-oconnor-company-internal-fund-manager-role http://schema.org/roleName Internal Fund Manager at O'Connor & Company https://matthewscanlan.com/#occupation-oconnor-company-internal-fund-manager-role http://schema.org/startDate 1981 https://matthewscanlan.com/#occupation-oconnor-company-internal-fund-manager-role http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Role https://matthewscanlan.com/#occupation-oconnor-company-internal-fund-manager http://schema.org/description Internal Fund Manager responsible for managing funds in select portfolios. Developed and programmed a proprietary computer stock index arbitrage trading program for proprietary trading accounts, which achieved superior performance in all periods managed. https://matthewscanlan.com/#occupation-oconnor-company-internal-fund-manager http://schema.org/name Internal Fund Manager https://matthewscanlan.com/#occupation-oconnor-company-internal-fund-manager http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Occupation https://matthewscanlan.com/#occupation-renaissance-institutional-management-renaissance-tech-ef9bcf-role http://schema.org/endDate 2011 https://matthewscanlan.com/#occupation-renaissance-institutional-management-renaissance-tech-ef9bcf-role http://schema.org/hasOccupation https://matthewscanlan.com/#occupation-renaissance-institutional-management-renaissance-tech-ef9bcf https://matthewscanlan.com/#occupation-renaissance-institutional-management-renaissance-tech-ef9bcf-role http://schema.org/roleName President & CEO at Renaissance Institutional Management (Renaissance Technologies) https://matthewscanlan.com/#occupation-renaissance-institutional-management-renaissance-tech-ef9bcf-role http://schema.org/startDate 2009 https://matthewscanlan.com/#occupation-renaissance-institutional-management-renaissance-tech-ef9bcf-role http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Role https://matthewscanlan.com/#occupation-renaissance-institutional-management-renaissance-tech-ef9bcf http://schema.org/description President and CEO of Renaissance Institutional Management, the institutional subsidiary of Renaissance Technologies, based in New York. Led client management and product development; reported directly to James Simons. https://matthewscanlan.com/#occupation-renaissance-institutional-management-renaissance-tech-ef9bcf http://schema.org/name President & CEO https://matthewscanlan.com/#occupation-renaissance-institutional-management-renaissance-tech-ef9bcf http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Occupation https://matthewscanlan.com/#occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba-role http://schema.org/endDate 2016 https://matthewscanlan.com/#occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba-role http://schema.org/hasOccupation https://matthewscanlan.com/#occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba https://matthewscanlan.com/#occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba-role http://schema.org/roleName Chief Executive Officer & Chief Investment Officer at RS Investments (RS Investment Management Co. LLC) https://matthewscanlan.com/#occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba-role http://schema.org/startDate 2012 https://matthewscanlan.com/#occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba-role http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Role https://matthewscanlan.com/#occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba http://schema.org/description Chief Executive Officer and Chief Investment Officer of RS Investments, a $20 billion San Francisco-based investment management firm. Also served as President and Trustee of RS Investment Trust and RS Variable Products Trust. Served on the Senior Leadership Team of Guardian Life Insurance, New York. https://matthewscanlan.com/#occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba http://schema.org/name Chief Executive Officer & Chief Investment Officer https://matthewscanlan.com/#occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Occupation https://matthewscanlan.com/#occupation-sanford-c-bernstein-company-inc-financial-advisor-role http://schema.org/endDate 1996 https://matthewscanlan.com/#occupation-sanford-c-bernstein-company-inc-financial-advisor-role http://schema.org/hasOccupation https://matthewscanlan.com/#occupation-sanford-c-bernstein-company-inc-financial-advisor https://matthewscanlan.com/#occupation-sanford-c-bernstein-company-inc-financial-advisor-role http://schema.org/roleName Financial Advisor at Sanford C. Bernstein & Company, Inc. https://matthewscanlan.com/#occupation-sanford-c-bernstein-company-inc-financial-advisor-role http://schema.org/startDate 1995 https://matthewscanlan.com/#occupation-sanford-c-bernstein-company-inc-financial-advisor-role http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Role https://matthewscanlan.com/#occupation-sanford-c-bernstein-company-inc-financial-advisor http://schema.org/description Developed and marketed financial planning models for wealth management clients. Marketed directly to senior institutional wealth advisors and family office legal staff. Taxation specialty for large multi-family trusts. https://matthewscanlan.com/#occupation-sanford-c-bernstein-company-inc-financial-advisor http://schema.org/name Financial Advisor https://matthewscanlan.com/#occupation-sanford-c-bernstein-company-inc-financial-advisor http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Occupation https://matthewscanlan.com/#occupation-the-northern-trust-company-vice-president-senior-port-f772c7-role http://schema.org/endDate 1995 https://matthewscanlan.com/#occupation-the-northern-trust-company-vice-president-senior-port-f772c7-role http://schema.org/hasOccupation https://matthewscanlan.com/#occupation-the-northern-trust-company-vice-president-senior-port-f772c7 https://matthewscanlan.com/#occupation-the-northern-trust-company-vice-president-senior-port-f772c7-role http://schema.org/roleName Vice President & Senior Portfolio Manager, Structured Equity Group at The Northern Trust Company https://matthewscanlan.com/#occupation-the-northern-trust-company-vice-president-senior-port-f772c7-role http://schema.org/startDate 1991 https://matthewscanlan.com/#occupation-the-northern-trust-company-vice-president-senior-port-f772c7-role http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Role https://matthewscanlan.com/#occupation-the-northern-trust-company-vice-president-senior-port-f772c7 http://schema.org/description Personally managed portfolios and provided investment counseling to large institutional and trust clients. Managed over $3.5 billion of client funds across various portfolios. Specialized in quantitative asset allocation, equity diversification, structured products, and management of concentrated low-cost tax basis portfolios. Principal speaker at Northern Trust's Family Financial Forum and the Goldman Sachs Equity Workshop. https://matthewscanlan.com/#occupation-the-northern-trust-company-vice-president-senior-port-f772c7 http://schema.org/name Vice President & Senior Portfolio Manager, Structured Equity Group https://matthewscanlan.com/#occupation-the-northern-trust-company-vice-president-senior-port-f772c7 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Occupation https://matthewscanlan.com/#occupation-valeas-capital-partners-strategic-operating-partner-role http://schema.org/hasOccupation https://matthewscanlan.com/#occupation-valeas-capital-partners-strategic-operating-partner https://matthewscanlan.com/#occupation-valeas-capital-partners-strategic-operating-partner-role http://schema.org/roleName Strategic Operating Partner at Valeas Capital Partners https://matthewscanlan.com/#occupation-valeas-capital-partners-strategic-operating-partner-role http://schema.org/startDate 2024 https://matthewscanlan.com/#occupation-valeas-capital-partners-strategic-operating-partner-role http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Role https://matthewscanlan.com/#occupation-valeas-capital-partners-strategic-operating-partner http://schema.org/description Advises the firm and its portfolio companies in the financial services vertical. https://matthewscanlan.com/#occupation-valeas-capital-partners-strategic-operating-partner http://schema.org/name Strategic Operating Partner https://matthewscanlan.com/#occupation-valeas-capital-partners-strategic-operating-partner http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Occupation https://matthewscanlan.com/#org-adams-street-partners http://schema.org/name Adams Street Partners https://matthewscanlan.com/#org-adams-street-partners http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsMediaOrganization https://matthewscanlan.com/#org-cfa-institute-affiliation http://schema.org/affiliation https://matthewscanlan.com/#org-cfa-institute https://matthewscanlan.com/#org-cfa-institute-affiliation http://schema.org/description Served on the Board of Governors of the CFA Institute, chaired its executive advisory board, and served on the candidate curriculum committee advisory board (concurrent with later BGI years). https://matthewscanlan.com/#org-cfa-institute-affiliation http://schema.org/roleName Board of Governors; chaired executive advisory board; candidate curriculum committee advisory board https://matthewscanlan.com/#org-cfa-institute-affiliation http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/OrganizationRole https://matthewscanlan.com/#org-cfa-institute-memberof http://schema.org/description CFA charterholder. Served on the Board of Governors of the CFA Institute, chaired its executive advisory board, and served on the candidate curriculum committee advisory board. https://matthewscanlan.com/#org-cfa-institute-memberof http://schema.org/memberOf https://matthewscanlan.com/#org-cfa-institute https://matthewscanlan.com/#org-cfa-institute-memberof http://schema.org/roleName professional https://matthewscanlan.com/#org-cfa-institute-memberof http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/OrganizationRole https://matthewscanlan.com/#org-cfa-institute http://schema.org/name CFA Institute https://matthewscanlan.com/#org-cfa-institute http://schema.org/url https://www.cfainstitute.org/ https://matthewscanlan.com/#org-cfa-institute http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsMediaOrganization https://matthewscanlan.com/#org-cfa-institute http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Organization 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http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsMediaOrganization https://matthewscanlan.com/#org-kellogg-school-of-management-northwestern-university-affiliation http://schema.org/affiliation https://matthewscanlan.com/#org-kellogg-school-of-management-northwestern-university https://matthewscanlan.com/#org-kellogg-school-of-management-northwestern-university-affiliation http://schema.org/description Member of the Kellogg Private Equity Advisory Council. https://matthewscanlan.com/#org-kellogg-school-of-management-northwestern-university-affiliation http://schema.org/roleName Private Equity Advisory Council member https://matthewscanlan.com/#org-kellogg-school-of-management-northwestern-university-affiliation http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/OrganizationRole https://matthewscanlan.com/#org-kellogg-school-of-management-northwestern-university http://schema.org/name Kellogg School of Management, Northwestern University 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https://matthewscanlan.com/#org-mechanics-institute-san-francisco-affiliation http://schema.org/description Member of the Board of Trustees of the Mechanics Institute in San Francisco. https://matthewscanlan.com/#org-mechanics-institute-san-francisco-affiliation http://schema.org/roleName Board of Trustees https://matthewscanlan.com/#org-mechanics-institute-san-francisco-affiliation http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/OrganizationRole https://matthewscanlan.com/#org-mechanics-institute-san-francisco http://schema.org/name Mechanics Institute, San Francisco https://matthewscanlan.com/#org-mechanics-institute-san-francisco http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Organization https://matthewscanlan.com/#org-pe-hub http://schema.org/name PE Hub https://matthewscanlan.com/#org-pe-hub http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsMediaOrganization https://matthewscanlan.com/#org-pensions-investments 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http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsMediaOrganization https://matthewscanlan.com/#org-reuters http://schema.org/name Reuters https://matthewscanlan.com/#org-reuters http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsMediaOrganization https://matthewscanlan.com/#org-rs-investment-management-co-llc http://schema.org/name RS Investment Management Co. LLC https://matthewscanlan.com/#org-rs-investment-management-co-llc http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsMediaOrganization https://matthewscanlan.com/#org-rs-investments http://schema.org/name RS Investments https://matthewscanlan.com/#org-rs-investments http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsMediaOrganization https://matthewscanlan.com/#org-sec http://schema.org/name SEC https://matthewscanlan.com/#org-sec http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsMediaOrganization https://matthewscanlan.com/#org-the-new-york-times http://schema.org/name The New York Times https://matthewscanlan.com/#org-the-new-york-times http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/NewsMediaOrganization https://matthewscanlan.com/#org-usc-marshall-school-of-business-affiliation http://schema.org/affiliation https://matthewscanlan.com/#org-usc-marshall-school-of-business https://matthewscanlan.com/#org-usc-marshall-school-of-business-affiliation http://schema.org/description Member of the board of the Marshall School of Business at the University of Southern California. https://matthewscanlan.com/#org-usc-marshall-school-of-business-affiliation http://schema.org/roleName Board Member https://matthewscanlan.com/#org-usc-marshall-school-of-business-affiliation http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/OrganizationRole https://matthewscanlan.com/#org-usc-marshall-school-of-business http://schema.org/name USC Marshall School of Business https://matthewscanlan.com/#org-usc-marshall-school-of-business http://schema.org/url https://www.marshall.usc.edu/ https://matthewscanlan.com/#org-usc-marshall-school-of-business http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Organization https://matthewscanlan.com/#org-valeas-capital-partners http://schema.org/name Valeas Capital Partners https://matthewscanlan.com/#org-valeas-capital-partners http://schema.org/url https://valeas.com/ https://matthewscanlan.com/#org-valeas-capital-partners http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Organization https://matthewscanlan.com/#periodical-barclays-global-investors-research-study-not-a-journa-7d0268 http://schema.org/name Barclays Global Investors Research Study (not a journal publication) https://matthewscanlan.com/#periodical-barclays-global-investors-research-study-not-a-journa-7d0268 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Periodical https://matthewscanlan.com/#periodical-portfolio-management-research-snapshots http://schema.org/name Portfolio Management Research Snapshots https://matthewscanlan.com/#periodical-portfolio-management-research-snapshots http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Periodical https://matthewscanlan.com/#periodical-the-journal-of-investing http://schema.org/name The Journal of Investing https://matthewscanlan.com/#periodical-the-journal-of-investing http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Periodical https://matthewscanlan.com/#periodical-the-journal-of-portfolio-management-vol-32-no-3-pp-56-64 http://schema.org/name The Journal of Portfolio Management, Vol. 32, No. 3, pp. 56-64 https://matthewscanlan.com/#periodical-the-journal-of-portfolio-management-vol-32-no-3-pp-56-64 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Periodical https://matthewscanlan.com/#periodical-the-journal-of-portfolio-management http://schema.org/name The Journal of Portfolio Management https://matthewscanlan.com/#periodical-the-journal-of-portfolio-management http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Periodical https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/additionalName H. https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/affiliation https://matthewscanlan.com/#org-cfa-institute-affiliation https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/affiliation https://matthewscanlan.com/#org-city-college-of-san-francisco-affiliation https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/affiliation https://matthewscanlan.com/#org-kellogg-school-of-management-northwestern-university-affiliation https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/affiliation https://matthewscanlan.com/#org-mechanics-institute-san-francisco-affiliation https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/affiliation https://matthewscanlan.com/#org-usc-marshall-school-of-business-affiliation https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/alternateName Matt Scanlan https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/alternateName Matthew H. Scanlan, CFA https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/alumniOf https://matthewscanlan.com/#eduorg-jl-kellogg-school-of-management-northwestern-university-alumniof https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/alumniOf https://matthewscanlan.com/#eduorg-university-of-southern-california-marshall-school-of-a346f9-alumniof https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/award Bernstein Fabozzi / Jacobs Levy Award - Best Article (Jacobs Levy Equity Management / PM Research (Journal of Portfolio Management), 2007) https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/award C. Stewart Sheppard Award (CFA Institute, 2006) https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/description Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies. He currently serves as Strategic Operating Partner at Valeas Capital Partners and as a board director of Adams Street Partners and Exos Financial Group. He previously held CEO positions at RS Investments, Renaissance Institutional Management, and Barclays Global Investors' Americas institutional business. https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/disambiguatingDescription Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies. https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/familyName Scanlan https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/gender male https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/givenName Matthew https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/hasCredential https://matthewscanlan.com/#credential-bachelor-of-science https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/hasCredential https://matthewscanlan.com/#credential-masters-in-management-in-finance-accounting-managemen-005bea 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https://matthewscanlan.com/#article-rs-investments-strengthens-value-team-with-addition-o-c19d6a https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/subjectOf https://matthewscanlan.com/#article-scanlan-named-ceo-at-rs-investments https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/subjectOf https://matthewscanlan.com/#article-scanlans-bgi-departure-is-a-symptom-of-rough-times https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/url https://matthewscanlan.com https://matthewscanlan.com/#person-matthew-scanlan http://schema.org/worksFor https://matthewscanlan.com/#org-valeas-capital-partners https://matthewscanlan.com/#person-matthew-scanlan http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-adams-street-partners http://schema.org/description Member of the Board of Directors since 2018. https://matthewscanlan.com/#personref-adams-street-partners http://schema.org/name Adams Street Partners https://matthewscanlan.com/#personref-adams-street-partners http://schema.org/url https://www.adamsstreetpartners.com/ https://matthewscanlan.com/#personref-adams-street-partners http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-barclays-global-investors http://schema.org/description Former employer; Scanlan headed the Americas institutional business for approximately 12 years. https://matthewscanlan.com/#personref-barclays-global-investors http://schema.org/name Barclays Global Investors https://matthewscanlan.com/#personref-barclays-global-investors http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-blake-grossman http://schema.org/description Global CEO / CIO counterpart at BGI throughout Scanlan's tenure. https://matthewscanlan.com/#personref-blake-grossman http://schema.org/name Blake Grossman https://matthewscanlan.com/#personref-blake-grossman http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-bradford-p-campbell http://schema.org/name Bradford P. Campbell https://matthewscanlan.com/#personref-bradford-p-campbell http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-carter-lyons http://schema.org/description Former BGI Managing Director who testified jointly with Scanlan before the DOL ERISA Advisory Council in 2009. https://matthewscanlan.com/#personref-carter-lyons http://schema.org/name Carter Lyons https://matthewscanlan.com/#personref-carter-lyons http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-carter-m-lyons http://schema.org/name Carter M. Lyons https://matthewscanlan.com/#personref-carter-m-lyons http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-david-certner http://schema.org/name David Certner https://matthewscanlan.com/#personref-david-certner http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-david-l-donoho http://schema.org/name David L. Donoho https://matthewscanlan.com/#personref-david-l-donoho http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-deanna-m-mulligan http://schema.org/description President & CEO of Guardian Life Insurance; a 2011 chance meeting led to Scanlan joining RS Investments as CEO. https://matthewscanlan.com/#personref-deanna-m-mulligan http://schema.org/name Deanna M. Mulligan https://matthewscanlan.com/#personref-deanna-m-mulligan http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-golden-gate-capital http://schema.org/description Former employer; Scanlan was an Operating Executive focused on financial services. https://matthewscanlan.com/#personref-golden-gate-capital http://schema.org/name Golden Gate Capital https://matthewscanlan.com/#personref-golden-gate-capital http://schema.org/url https://goldengatecap.com/ https://matthewscanlan.com/#personref-golden-gate-capital http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-jon-c-chambers http://schema.org/name Jon C. Chambers https://matthewscanlan.com/#personref-jon-c-chambers http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-jonathan-cohen http://schema.org/name Jonathan Cohen https://matthewscanlan.com/#personref-jonathan-cohen http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-joseph-byrum http://schema.org/description Matthew and Joseph have collaborated on a number of efforts ranging from asset management to technology https://matthewscanlan.com/#personref-joseph-byrum http://schema.org/name Joseph Byrum https://matthewscanlan.com/#personref-joseph-byrum http://schema.org/sameAs https://www.google.com/search?kgmid=/g/11h20k6yf8 https://matthewscanlan.com/#personref-joseph-byrum http://schema.org/url https://josephbyrum.com https://matthewscanlan.com/#personref-joseph-byrum http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-kristi-mitchem http://schema.org/description Direct report at BGI (MD, U.S. DC Group); co-presented the BGI annuity product launch and testified on a successor 401(k) bill. https://matthewscanlan.com/#personref-kristi-mitchem http://schema.org/name Kristi Mitchem https://matthewscanlan.com/#personref-kristi-mitchem http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-larry-siegel http://schema.org/name Larry Siegel https://matthewscanlan.com/#personref-larry-siegel http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-laurence-b-siegel http://schema.org/description Director of Research at the Ford Foundation Investment Division and co-author of 'Five Myths About Fees.' https://matthewscanlan.com/#personref-laurence-b-siegel http://schema.org/name Laurence B. Siegel https://matthewscanlan.com/#personref-laurence-b-siegel http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-lew-minsky http://schema.org/name Lew Minsky https://matthewscanlan.com/#personref-lew-minsky http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-m-barton-waring http://schema.org/name M. Barton Waring https://matthewscanlan.com/#personref-m-barton-waring http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-matt-scanlan http://schema.org/name Matt Scanlan https://matthewscanlan.com/#personref-matt-scanlan http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-matthew-h-scanlan http://schema.org/name Matthew H. Scanlan https://matthewscanlan.com/#personref-matthew-h-scanlan http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-matthew-ohara http://schema.org/name Matthew O'Hara https://matthewscanlan.com/#personref-matthew-ohara http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-renaissance-technologies http://schema.org/description Parent firm of Renaissance Institutional Management, where Scanlan was President and CEO. https://matthewscanlan.com/#personref-renaissance-technologies http://schema.org/name Renaissance Technologies https://matthewscanlan.com/#personref-renaissance-technologies http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-robert-a-crenian http://schema.org/name Robert A. Crenian https://matthewscanlan.com/#personref-robert-a-crenian http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-ronald-n-kahn http://schema.org/description BGI colleague (Global Head of Equity Research) and co-author of 'Five Myths About Fees.' https://matthewscanlan.com/#personref-ronald-n-kahn http://schema.org/name Ronald N. Kahn https://matthewscanlan.com/#personref-ronald-n-kahn http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-t-bondurant-french http://schema.org/description Founder & Chairman of Adams Street Partners; Kellogg '77 MBA; co-presenter with Scanlan at the Kellogg Asset Management Practicum; appointed Scanlan to the Adams Street board. https://matthewscanlan.com/#personref-t-bondurant-french http://schema.org/name T. Bondurant French https://matthewscanlan.com/#personref-t-bondurant-french http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-terry-otton http://schema.org/description Outgoing CEO of RS Investments who recruited Scanlan as his successor and stayed on to assist the transition. https://matthewscanlan.com/#personref-terry-otton http://schema.org/name Terry Otton https://matthewscanlan.com/#personref-terry-otton http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-tommy-thomasson http://schema.org/name Tommy Thomasson https://matthewscanlan.com/#personref-tommy-thomasson http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#personref-valeas-capital-partners http://schema.org/description Current employer; Scanlan serves as Strategic Operating Partner. Co-founded by Rob Little and Ed Woiteshek, former Hellman & Friedman executives. https://matthewscanlan.com/#personref-valeas-capital-partners http://schema.org/name Valeas Capital Partners https://matthewscanlan.com/#personref-valeas-capital-partners http://schema.org/url https://valeas.com/ https://matthewscanlan.com/#personref-valeas-capital-partners http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/Person https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/abstract Of the three dimensions of investing - return, risk, and cost - investors have direct control only over cost. The subject here is five common assumptions about fees, which are a major component of costs. Three of the myths concern appropriate fee level and structure, fixed versus incentive, and the value of high water marks; two others concern fees in particular contexts. Do hedge funds deserve their high fees, and can investors always separate alpha from beta, and pay appropriately for each? The core thesis is that fees should not be an overriding investor concern, and high-fee products are worthwhile only if they deliver sufficiently high risk-adjusted returns. https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/author https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/author https://matthewscanlan.com/#personref-laurence-b-siegel https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/author https://matthewscanlan.com/#personref-matthew-h-scanlan https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/author https://matthewscanlan.com/#personref-ronald-n-kahn https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/datePublished 2006 https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/description Of the three dimensions of investing - return, risk, and cost - investors have direct control only over cost. The subject here is five common assumptions about fees, which are a major component of costs. Three of the myths concern appropriate fee level and structure, fixed versus incentive, and the value of high water marks; two others concern fees in particular contexts. Do hedge funds deserve their high fees, and can investors always separate alpha from beta, and pay appropriately for each? The core thesis is that fees should not be an overriding investor concern, and high-fee products are worthwhile only if they deliver sufficiently high risk-adjusted returns. https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/headline Five Myths About Fees https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/isPartOf https://matthewscanlan.com/#periodical-the-journal-of-portfolio-management-vol-32-no-3-pp-56-64 https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/keywords fees, hedge funds, alpha and beta, investment management https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/name Five Myths About Fees https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/sameAs https://doi.org/10.3905/jpm.2006.628406 https://matthewscanlan.com/#scholarly-five-myths-about-fees http://schema.org/url https://matthewscanlan.com/publications/five-myths-about-fees/ https://matthewscanlan.com/#scholarly-five-myths-about-fees http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/ScholarlyArticle https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/abstract Although finance practitioners almost universally learn in school that the Sharpe market model, which separates all returns into alpha and beta, is the starting point for a number of key investment insights, they often forget, or disregard, this knowledge once they are on the job. The five most important insights that a practitioner should hold dear, regardless of what the boss says, are 1) the importance of making alpha and beta decisions separately; 2) the zero-sum nature of active management; 3) the different criteria needed to make alpha and beta decisions; 4) the great value of alpha successfully delivered; and 5) the desirability of paying appropriate fees for each return component or, in other words, high fees for alpha, low fees for beta. https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/author https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/author https://matthewscanlan.com/#personref-laurence-b-siegel https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/author https://matthewscanlan.com/#personref-m-barton-waring https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/author https://matthewscanlan.com/#personref-matthew-h-scanlan https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/datePublished 2009 https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/description Although finance practitioners almost universally learn in school that the Sharpe market model, which separates all returns into alpha and beta, is the starting point for a number of key investment insights, they often forget, or disregard, this knowledge once they are on the job. The five most important insights that a practitioner should hold dear, regardless of what the boss says, are 1) the importance of making alpha and beta decisions separately; 2) the zero-sum nature of active management; 3) the different criteria needed to make alpha and beta decisions; 4) the great value of alpha successfully delivered; and 5) the desirability of paying appropriate fees for each return component or, in other words, high fees for alpha, low fees for beta. https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/headline Five Principles to Hold Onto (Even When Your Boss Says the Opposite) https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/isPartOf https://matthewscanlan.com/#periodical-the-journal-of-portfolio-management https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/keywords portfolio theory, exchange-traded funds and applications https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/name Five Principles to Hold Onto (Even When Your Boss Says the Opposite) https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/sameAs https://doi.org/10.3905/JPM.2009.35.2.025 https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://schema.org/url https://matthewscanlan.com/publications/five-principles-to-hold-onto/ https://matthewscanlan.com/#scholarly-five-principles-to-hold-onto-even-when-your-boss-says-ecf3be http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/ScholarlyArticle https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/abstract In this article, Donoho, Crenian, and Scanlan report the results of their study into the cost of institutional investor impatience. Using Monte Carlo simulation techniques, the authors construct an idealized world with a universe of investment managers of precisely quantified skill, with skill levels varying among the managers. Although many institutions base manager hiring decisions heavily on the manager’s performance in the most recent months or years, the authors’ simulations show that institutions that rely on longer performance horizons of 5–10 years are more likely to find and stick with the better managers. This happens because on shorter time scales, the relatively few highly skilled managers are often temporarily outperformed by one of the many lesser-skilled managers, specifically, unskilled managers who have recently happened to simply be lucky. Hence, if a plan that previously was long-term oriented starts to hire managers based on short-term results, it will often find that the newly chosen manager underperforms both his own previous performance and also the manager previously managing the plan’s funds. It can, however, truly take patience to keep a skilled manager in a fund portfolio. In the authors’ simulations, skilled managers have deeper, longer, and more frequent drawdowns than many investors would expect. https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/author https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/author https://matthewscanlan.com/#personref-david-l-donoho https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/author https://matthewscanlan.com/#personref-matthew-h-scanlan https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/author https://matthewscanlan.com/#personref-robert-a-crenian https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/datePublished 2010 https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/description In this article, Donoho, Crenian, and Scanlan report the results of their study into the cost of institutional investor impatience. Using Monte Carlo simulation techniques, the authors construct an idealized world with a universe of investment managers of precisely quantified skill, with skill levels varying among the managers. Although many institutions base manager hiring decisions heavily on the manager’s performance in the most recent months or years, the authors’ simulations show that institutions that rely on longer performance horizons of 5–10 years are more likely to find and stick with the better managers. This happens because on shorter time scales, the relatively few highly skilled managers are often temporarily outperformed by one of the many lesser-skilled managers, specifically, unskilled managers who have recently happened to simply be lucky. Hence, if a plan that previously was long-term oriented starts to hire managers based on short-term results, it will often find that the newly chosen manager underperforms both his own previous performance and also the manager previously managing the plan’s funds. It can, however, truly take patience to keep a skilled manager in a fund portfolio. In the authors’ simulations, skilled managers have deeper, longer, and more frequent drawdowns than many investors would expect. https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/headline Is Patience a Virtue? The Unsentimental Case for the Long View in Evaluating Returns https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/isPartOf https://matthewscanlan.com/#periodical-the-journal-of-portfolio-management https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/keywords manager selection, simulations, portfolio management, multi-asset allocation https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/name Is Patience a Virtue? The Unsentimental Case for the Long View in Evaluating Returns https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/sameAs https://doi.org/10.3905/jpm.2010.37.1.105 https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://schema.org/url https://matthewscanlan.com/publications/is-patience-a-virtue/ https://matthewscanlan.com/#scholarly-is-patience-a-virtue-the-unsentimental-case-for-the-l-16efd2 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/ScholarlyArticle https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/abstract Although the theory of active management suggests that breadth is the key to a high information ratio (IR) and thus success in active management, high conviction is another route to a high IR and one at which most investment management firms are more likely to succeed. High-conviction active managers are those that develop forecasts for a small number of securities that they are willing to hold in substantial weights. Such 'concentrated active' funds deserve serious consideration by investors building broadly diversified portfolios of managers. The authors indicate how one might conduct the fundamental analysis leading to high-conviction portfolios. The principles discussed apply equally to long-only and long–short portfolio structures, although long–short investing involves risks (and thus risk-control disciplines) that long-only managers need not worry about. https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/author https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/author https://matthewscanlan.com/#personref-laurence-b-siegel https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/author https://matthewscanlan.com/#personref-matthew-h-scanlan https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/datePublished 2014 https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/description Although the theory of active management suggests that breadth is the key to a high information ratio (IR) and thus success in active management, high conviction is another route to a high IR and one at which most investment management firms are more likely to succeed. High-conviction active managers are those that develop forecasts for a small number of securities that they are willing to hold in substantial weights. Such 'concentrated active' funds deserve serious consideration by investors building broadly diversified portfolios of managers. The authors indicate how one might conduct the fundamental analysis leading to high-conviction portfolios. The principles discussed apply equally to long-only and long–short portfolio structures, although long–short investing involves risks (and thus risk-control disciplines) that long-only managers need not worry about. https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/headline No Fear of Commitment: The Role of High-Conviction Active Management https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/isPartOf https://matthewscanlan.com/#periodical-the-journal-of-investing https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/keywords fundamental equity analysis, portfolio construction https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/name No Fear of Commitment: The Role of High-Conviction Active Management https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/sameAs https://doi.org/10.3905/joi.2014.23.3.007 https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://schema.org/url https://matthewscanlan.com/publications/no-fear-of-commitment/ https://matthewscanlan.com/#scholarly-no-fear-of-commitment-the-role-of-high-conviction-act-3ff30e http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/ScholarlyArticle https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://schema.org/abstract The movement toward indexation in the past decade has left many institutional investors thinking, 'This can’t be all there is to my job. Let me learn something about active management.' In an interview with Institutional Investor Journals, Larry Siegel and Matt Scanlan urge investors to include high-conviction active managers in their portfolios and describe how to identify those with true skill. The process of building a winning portfolio of managers is akin to a high-conviction manager building a winning portfolio of a few concentrated positions, they explain. Siegel and Scanlan discuss the evolution of their thinking on this topic and reveal some personal vignettes. Siegel is Gary P. Brinson Director of Research at the CFA Institute Research Foundation and Senior Advisor to Ounavarra Capital. Scanlan is Chief Executive Officer at RS Investments . https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://schema.org/author https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://schema.org/author https://matthewscanlan.com/#personref-larry-siegel https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://schema.org/author https://matthewscanlan.com/#personref-matt-scanlan https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://schema.org/datePublished 2014 https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://schema.org/description The movement toward indexation in the past decade has left many institutional investors thinking, 'This can’t be all there is to my job. Let me learn something about active management.' In an interview with Institutional Investor Journals, Larry Siegel and Matt Scanlan urge investors to include high-conviction active managers in their portfolios and describe how to identify those with true skill. The process of building a winning portfolio of managers is akin to a high-conviction manager building a winning portfolio of a few concentrated positions, they explain. Siegel and Scanlan discuss the evolution of their thinking on this topic and reveal some personal vignettes. Siegel is Gary P. Brinson Director of Research at the CFA Institute Research Foundation and Senior Advisor to Ounavarra Capital. Scanlan is Chief Executive Officer at RS Investments . https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://schema.org/headline Practical Applications of No Fear of Commitment: The Role of High-Conviction Active Management https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://schema.org/isPartOf https://matthewscanlan.com/#periodical-portfolio-management-research-snapshots https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://schema.org/name Practical Applications of No Fear of Commitment: The Role of High-Conviction Active Management https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://schema.org/sameAs https://doi.org/10.3905/pa.2015.2.4.101 https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://schema.org/url https://matthewscanlan.com/publications/practical-applications-of-no-fear-of-commitment/ https://matthewscanlan.com/#scholarly-practical-applications-of-no-fear-of-commitment-the-r-e06cec http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/ScholarlyArticle https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/abstract A BGI research study using data from the Health and Retirement Study that simulated shocks to Social Security and home equity to strip out the false sense of security those assets provide. Key findings: among the middle wealth decile, 40% of total wealth comes from Social Security and home equity; controlling for reductions in government benefits and home equity, one-half of middle class Americans stand to lose 25% of their retirement wealth compared to expectations. The study identified the 'wealth effect' - counting illiquid home equity as spendable retirement wealth - as a major source of retirement insecurity, and proposed solutions at the government, employer, and individual levels. https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/author https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/author https://matthewscanlan.com/#personref-jonathan-cohen https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/author https://matthewscanlan.com/#personref-matthew-h-scanlan https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/author https://matthewscanlan.com/#personref-matthew-ohara https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/datePublished 2008-04-29 https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/description A BGI research study using data from the Health and Retirement Study that simulated shocks to Social Security and home equity to strip out the false sense of security those assets provide. Key findings: among the middle wealth decile, 40% of total wealth comes from Social Security and home equity; controlling for reductions in government benefits and home equity, one-half of middle class Americans stand to lose 25% of their retirement wealth compared to expectations. The study identified the 'wealth effect' - counting illiquid home equity as spendable retirement wealth - as a major source of retirement insecurity, and proposed solutions at the government, employer, and individual levels. https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/headline The Future Shock of Retirement https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/isPartOf https://matthewscanlan.com/#periodical-barclays-global-investors-research-study-not-a-journa-7d0268 https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/keywords retirement security, Social Security, home equity, defined contribution plans https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/name The Future Shock of Retirement https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://schema.org/url https://matthewscanlan.com/publications/the-future-shock-of-retirement/ https://matthewscanlan.com/#scholarly-the-future-shock-of-retirement http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/ScholarlyArticle https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/abstract Since the middle of the twentieth century, employees have reasonably expected their employers to provide a major part of the means by which they can retire. The traditional pension plan, known as the defined benefit (DB) plan, and one of the legs of the 'three-legged stool' of retirement security, is the focus of this article. All three legs of the stool are now arguably in crisis, but if you like to find encouragement in small blessings, the problems of DB plans are in principle the easiest to solve. This article examines the current crisis and makes suggestions on a plan of action to rectify it. https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/author https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/author https://matthewscanlan.com/#personref-carter-m-lyons https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/author https://matthewscanlan.com/#personref-matthew-h-scanlan https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/datePublished 2006 https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/description Since the middle of the twentieth century, employees have reasonably expected their employers to provide a major part of the means by which they can retire. The traditional pension plan, known as the defined benefit (DB) plan, and one of the legs of the 'three-legged stool' of retirement security, is the focus of this article. All three legs of the stool are now arguably in crisis, but if you like to find encouragement in small blessings, the problems of DB plans are in principle the easiest to solve. This article examines the current crisis and makes suggestions on a plan of action to rectify it. https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/headline The Retirement Benefits Crisis https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/isPartOf https://matthewscanlan.com/#periodical-the-journal-of-investing https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/keywords long-term investing, retirement investing, retirement, pension funds https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/name The Retirement Benefits Crisis https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/sameAs https://doi.org/10.3905/joi.2006.635627 https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://schema.org/url https://matthewscanlan.com/publications/the-retirement-benefits-crisis/ https://matthewscanlan.com/#scholarly-the-retirement-benefits-crisis http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/ScholarlyArticle https://matthewscanlan.com/#video-5dafa9e8 http://schema.org/additionalType YouTube https://matthewscanlan.com/#video-5dafa9e8 http://schema.org/creator https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#video-5dafa9e8 http://schema.org/description Matthew H. Scanlan, Managing Director of Americas Institutional Business at Barclays Global Investors, testifies at a U.S. House of Representatives Committee on Education and Labor hearing concerning 401(k) fees on October 4, 2007. https://matthewscanlan.com/#video-5dafa9e8 http://schema.org/duration 05:48 https://matthewscanlan.com/#video-5dafa9e8 http://schema.org/embedUrl https://www.youtube.com/embed/7gAhOI1Tg1k?si=9bS5mFKGG1tcfTM9 https://matthewscanlan.com/#video-5dafa9e8 http://schema.org/name 401k Fees Hearing: Matthew Scanlan https://matthewscanlan.com/#video-5dafa9e8 http://schema.org/thumbnailUrl https://i.ytimg.com/vi/7gAhOI1Tg1k/hqdefault.jpg https://matthewscanlan.com/#video-5dafa9e8 http://schema.org/uploadDate 2007-10-04 https://matthewscanlan.com/#video-5dafa9e8 http://schema.org/url https://www.youtube.com/watch?v=7gAhOI1Tg1k https://matthewscanlan.com/#video-5dafa9e8 http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/VideoObject https://matthewscanlan.com/#website http://schema.org/description Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies. https://matthewscanlan.com/#website http://schema.org/inLanguage en https://matthewscanlan.com/#website http://schema.org/name Matthew Scanlan https://matthewscanlan.com/#website http://schema.org/publisher https://matthewscanlan.com/#person-matthew-scanlan https://matthewscanlan.com/#website http://schema.org/url https://matthewscanlan.com https://matthewscanlan.com/#website http://www.w3.org/1999/02/22-rdf-syntax-ns#type http://schema.org/WebSite https://matthewscanlan.com/contact/#breadcrumb-item-1 http://schema.org/item https://matthewscanlan.com https://matthewscanlan.com/contact/#breadcrumb-item-1 http://schema.org/name Home https://matthewscanlan.com/contact/#breadcrumb-item-1 http://schema.org/position 1 https://matthewscanlan.com/contact/#breadcrumb-item-1 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He currently serves as Strategic Operating Partner at Valeas Capital Partners and as a board director of Adams Street Partners and Exos Financial Group. 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