answer-01bed499
author: Matthew Scanlan
text: From 2009 to 2011, Scanlan served as President and CEO of Renaissance Institutional Management, the institutional investment subsidiary of Renaissance Technologies, based in New York. He was responsible for client management and product development, reporting directly to James Simons. He also testified before the U.S. Department of Labor's ERISA Advisory Council during this period on approaches to retirement security.
type: Answer

answer-0e966a42
author: Matthew Scanlan
text: Scanlan earned a Masters in Management with a focus on Finance, Accounting, and Management Policy from the J.L. Kellogg Graduate School of Management at Northwestern University (class of 1981). He received his Bachelor of Science in Public Economics from the University of Southern California, graduating Phi Beta Kappa, Magna Cum Laude, and as Graduate of the Year.
type: Answer

answer-0f8d4d76
author: Matthew Scanlan
text: Scanlan has served as a Member of the Board of Directors of Adams Street Partners since 2018. Adams Street Partners is a leading global private markets investment firm headquartered in Chicago, with a focus on private equity, private credit, and real assets.
type: Answer

answer-16f48a22
author: Matthew Scanlan
text: Yes. Scanlan contributed Chapter 3 — 'The Ever-Evolving Uses of Indexing: Why the Active versus Index Debate Is Over' — to Active Index Investing (Wiley Finance, 2004), edited by Steven Schoenfeld. He also co-authored Chapter 2 — 'Managing Individual Investor Portfolios' — in the third edition of Managing Investment Portfolios: A Dynamic Process (Wiley / CFA Institute Investment Series, 2007), one of the most widely circulated institutional finance texts in the world.
type: Answer

answer-1a4dcbdd
author: Matthew Scanlan
text: Inquiries regarding speaking engagements — including academic lectures, industry panels, and policy forums — can be submitted through the contact page at matthewscanlan.com/contact.
type: Answer

answer-321ac3a2
author: Matthew Scanlan
text: 'The Future Shock of Retirement' is a BGI research study co-authored by Scanlan, Jonathan Cohen, and Matthew O'Hara, released in April 2008. Using data from the Health and Retirement Study, it modeled the impact of realistic reductions in Social Security benefits and home equity values on middle-income American households. Its central finding — that half of middle-class Americans would have a quarter less in retirement than they expected — was widely cited and directly informed Scanlan's 2009 testimony before the DOL ERISA Advisory Council.
type: Answer

answer-38892c08
author: Matthew Scanlan
text: Matthew H. Scanlan, CFA, is an investment executive with more than 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 on the boards of Adams Street Partners, Kennedy Capital Management, and Exos Financial Group. He previously held CEO positions at RS Investments, Renaissance Institutional Management, and Barclays Global Investors' Americas institutional business.
type: Answer

answer-4153b67f
author: Matthew Scanlan
text: Yes. Scanlan is a CFA charterholder and served on the Board of Governors of the CFA Institute. He chaired the CFA Institute's Executive Advisory Board on the curriculum and served on the candidate curriculum committee advisory board. He holds NASD Series 7, 24, 63, and 65 registrations and an NFA Series 3 registration.
type: Answer

answer-4db1fe89
author: Matthew Scanlan
text: From 1996 to 2009, Scanlan served as Managing Director and CEO of Institutional Business at Barclays Global Investors in San Francisco — at the time the world's largest institutional investment management firm. He led 80 professionals across San Francisco, Boston, Chicago, Montreal, Toronto, Brazil, and Mexico City, managed five major account relationships that ranked among BGI's top ten revenue-generating clients, and served on BGI's Americas Executive Committee and Technology and Operations Executive Committee.
type: Answer

answer-51da7c82
author: Matthew Scanlan
text: Yes. On July 21, 2009, Scanlan testified before the U.S. Department of Labor's ERISA Advisory Council as President and CEO of Renaissance Institutional Management, on the topic of approaches to retirement security. He argued for the structural advantages of defined-benefit plan design and advocated for short-term DB funding relief, offering the observation: 'Retirement is an income-driven process and we're living in a lump-sum world.'
type: Answer

answer-5cecf7a4
author: Matthew Scanlan
text: Scanlan has authored or co-authored two book chapters, seven peer-reviewed journal articles, four industry publications, and the BGI research study 'The Future Shock of Retirement.' His work has appeared in the Journal of Portfolio Management, the Journal of Investing, Pensions & Investments, and the Wiley Finance and CFA Institute Investment Series book collections. A full list is available on the Publications page at matthewscanlan.com/publications.
type: Answer

answer-5e1f9a13
author: Matthew Scanlan
text: The Bernstein Fabozzi/Jacobs Levy Award is an annual prize presented by the Journal of Portfolio Management for the best article published in the journal, as voted by readers. Scanlan and his co-authors Ronald N. Kahn and Laurence B. Siegel received the award in 2007 for 'Five Myths About Fees,' published in the Spring 2006 issue.
type: Answer

answer-5e5f137b
author: Matthew Scanlan
text: Yes. Scanlan served as principal spokesperson for the 2007 BGI SponsorMatch DC annuity product launch and the 2008 release of 'The Future Shock of Retirement' study — both of which generated significant industry coverage. He was also a principal speaker at Northern Trust's Family Financial Forum and the Goldman Sachs Equity Workshop earlier in his career. A full list of speaking appearances is available at matthewscanlan.com/speaking.
type: Answer

answer-639cf5dc
author: Matthew Scanlan
text: Scanlan spent thirteen years at Barclays Global Investors, at the time the world's largest index manager and the firm that created the iShares ETF platform. During that time he led the Americas institutional business and became one of the leading advocates for indexing as a strategic rather than merely defensive tool. His 2004 book chapter in Active Index Investing and his 2002 BGI Investment Insights article 'Indexing in the 21st Century' both develop this argument in depth.
type: Answer

answer-668ddf1b
author: Matthew Scanlan
text: Scanlan has received two major professional honors: the CFA Institute's C. Stewart Sheppard Award (2006), an international honor for contributions to investment education and the global CFA curriculum; and the Bernstein Fabozzi/Jacobs Levy Award for Best Article (2007), awarded by the Journal of Portfolio Management readership for 'Five Myths About Fees.'
type: Answer

answer-6f63e4ac
author: Matthew Scanlan
text: Scanlan's expertise spans institutional asset management, indexing and quantitative strategies, active equity management, retirement policy, 401(k) fee disclosure, defined-benefit and defined-contribution plan design, private equity operating partnerships, and fiduciary governance. His career spans the full spectrum from passive to active to alternative strategies, giving him an unusually broad perspective on how institutional investors should construct and manage their investment programs.
type: Answer

answer-70438546
author: Matthew Scanlan
text: From 2017 to 2024, Scanlan served as an Operating Executive at Golden Gate Capital, a San Francisco-based private equity firm. In that role he focused on investment opportunities and portfolio company support in the financial services sector.
type: Answer

answer-7543c3dd
author: Matthew Scanlan
text: Scanlan currently serves on the boards of Adams Street Partners (Chicago), Kennedy Capital Management (St. Louis), and Exos Financial Group (New York). He also serves as a member of the Kellogg Private Equity Advisory Council at Northwestern University.
type: Answer

answer-848932ab
author: Matthew Scanlan
text: Since 2024, Scanlan has served as Strategic Operating Partner at Valeas Capital Partners, advising the firm and its portfolio companies in the financial services vertical. He also serves on the boards of Adams Street Partners (since 2018), Kennedy Capital Management, and Exos Financial Group.
type: Answer

answer-8a53c74a
author: Matthew Scanlan
text: From 2012 to 2016, Scanlan served as Chief Executive Officer and Chief Investment Officer of RS Investments, a $20 billion San Francisco-based investment management firm majority-owned by Guardian Life Insurance. He also served as President and Trustee of RS Investment Trust and RS Variable Products Trust, and sat on the Senior Leadership Team of Guardian Life Insurance. He led the firm's expansion into emerging markets and value strategies and oversaw its 2015 acquisition by Victory Capital.
type: Answer

answer-90d9a19c
author: Matthew Scanlan
text: Scanlan has been active in private equity in an operating and governance capacity since 2017. He served as an Operating Executive at Golden Gate Capital (2017–2024), working with financial services portfolio companies, and joined Valeas Capital Partners as Strategic Operating Partner in 2024. He has served on the Board of Directors of Adams Street Partners since 2018, and is a member of the Kellogg Private Equity Advisory Council.
type: Answer

answer-98b1e583
author: Matthew Scanlan
text: 'Five Myths About Fees' is an article co-authored by Scanlan, Ronald N. Kahn, and Laurence B. Siegel, published in the Journal of Portfolio Management in Spring 2006 (Vol. 32, No. 3). It examines five common misconceptions about investment management fees and argues that fees should not be the overriding concern in manager selection — high fees are rational when products deliver sufficiently high risk-adjusted net returns. It received the 2007 Bernstein Fabozzi/Jacobs Levy Award for Best Article, voted by the journal's readership.
type: Answer

answer-a40a1b84
author: Matthew Scanlan
text: Yes. Between his departure from RS Investments in 2016 and his role at Golden Gate Capital, Scanlan served as a Consultant at Angel Island Capital, LLC (2016–2018), a San Francisco-based firm affiliated with Golden Gate Capital.
type: Answer

answer-a5e830f0
author: Matthew Scanlan
text: Scanlan served as CEO and CIO of RS Investments, a $20 billion active equity manager, from 2012 to 2016. His journal articles — particularly 'No Fear of Commitment' (2014), 'Is Patience a Virtue?' (2010), and 'Five Principles to Hold Onto' (2009) — address how institutional investors should select, evaluate, and retain active managers, and argue for the rationality of high-conviction, concentrated active strategies as a complement to indexation.
type: Answer

answer-a6ac2b73
author: Matthew Scanlan
text: Across his research, congressional testimony, and policy writing, Scanlan has consistently argued that defined-benefit plans offer a structurally superior form of retirement security — providing professional asset management, cost efficiencies from commingled assets, and the diversification of longevity risk across a large participant pool. He has also argued that the DC system, as currently structured, fails participants in three recurring ways: inadequate contribution rates, returns eroded by high fees, and the absence of a systematic distribution strategy in retirement.
type: Answer

answer-bacda484
author: Matthew Scanlan
text: Yes. On October 4, 2007, Scanlan testified before the U.S. House Committee on Education and Labor at a hearing on H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Appearing as Managing Director and head of BGI's Americas institutional business, he supported fee disclosure requirements, conflict-of-interest transparency, and the application of defined-benefit investment disciplines to the defined-contribution marketplace.
type: Answer

answer-c3878761
author: Matthew Scanlan
text: Scanlan began his career at O'Connor & Company in Chicago (1981–1991), where he served as an Internal Fund Manager and developed a proprietary stock index arbitrage trading program. He then joined The Northern Trust Company (1991–1995) as Vice President and Senior Portfolio Manager in the Structured Equity Group, managing over $3.5 billion in institutional and trust client portfolios. He subsequently worked as a Financial Advisor at Sanford C. Bernstein & Company (1995–1996), specializing in tax strategy for large multi-family trusts.
type: Answer

answer-ca30025e
author: Matthew Scanlan
text: Yes. Scanlan has guest lectured at the Kellogg School of Management's Asset Management Practicum on two occasions: in the 2011–2012 academic year on the implications of the retirement crisis for institutional asset managers, and in the 2021–2022 academic year on trends in private equity and institutional investing. He has also lectured on capital markets research at Moscow State University and Omskaya University in Russia (1997–1998) as a Special Consultant selected by the U.S. Agency for International Development.
type: Answer

answer-d1d509db
author: Matthew Scanlan
text: The C. Stewart Sheppard Award is presented by the CFA Institute to recognize outstanding contributions to investment education and the development of the global CFA curriculum. Scanlan received the award in 2006 in recognition of his work chairing the CFA Institute's Executive Advisory Board on the curriculum and his broader contributions to investment research and education.
type: Answer

answer-dfc051a3
author: Matthew Scanlan
text: Additional peer-reviewed articles include: 'The Retirement Benefits Crisis' (Journal of Investing, Summer 2006, with Carter M. Lyons); 'Five Principles to Hold Onto' (Journal of Portfolio Management, Winter 2009, with Laurence B. Siegel and M. Barton Waring); 'Is Patience a Virtue?' (Journal of Portfolio Management, Summer 2010, with David L. Donoho and Robert A. Crenian); 'No Fear of Commitment' (Journal of Investing, Fall 2014, with Laurence B. Siegel); and 'Practical Applications of No Fear of Commitment' (PM Research Snapshots, 2014, with Laurence B. Siegel).
type: Answer

answer-e1c8f619
author: Matthew Scanlan
text: Inquiries regarding board, advisory, or consulting opportunities can be directed through the contact page at matthewscanlan.com/contact.
type: Answer

answer-ef6df507
author: Matthew Scanlan
text: As developed in 'Five Myths About Fees' (2006) and 'Five Principles to Hold Onto' (2009), Scanlan's view is that fees should be evaluated relative to value delivered — not minimized as an end in themselves. He argues that alpha and beta decisions should be made separately, with high fees justified for genuine skill-based alpha and low fees appropriate for beta exposure. Investors who treat cost as the primary selection criterion, he argues, systematically underinvest in genuinely skilled active managers.
type: Answer

answer-f5e7b6d5
author: Matthew Scanlan
text: Past board and governance roles include: Board of Governors, CFA Institute (where he chaired the Executive Advisory Board); Board of the Marshall School of Business, University of Southern California; Board of Trustees, Mechanics Institute, San Francisco (where he served as Chairman); and Investment Committee Chairman, City College of San Francisco. He also served as President and Trustee of RS Investment Trust and RS Variable Products Trust during his tenure at RS Investments.
type: Answer

answer-fa41ebd9
author: Matthew Scanlan
text: You can reach Matthew Scanlan via the contact page at matthewscanlan.com/contact.
type: Answer

13G SEC Filing for The Guardian Life Insurance Company of America
type: NewsArticle

Adams Street Hires Matthew Scanlan for Board of Directors
type: NewsArticle

Adams Street Partners Adds Board Directors
type: NewsArticle

Annuities Meet Their Match
type: NewsArticle

Barclays Adds Annuity Feature to 401(k)s
type: NewsArticle

Barclays Executive Moves to Renaissance
type: NewsArticle

BGI Loses Scanlan to Renaissance
type: NewsArticle

Charles J. Yang, CFA, Elected Chair of CFA Institute Board of Governors
type: NewsArticle

Class Notes 1981 - Kellogg World Alumni Magazine
type: NewsArticle

Defined Contributions: Sticky Fingers
type: NewsArticle

Guardian Life Insurance 2012 Annual Report
type: NewsArticle

Matt Scanlan Becomes CEO of RS Investments
type: NewsArticle

Matthew H. Scanlan Joins Adams Street Partners Board of Directors
type: NewsArticle

MOVES-Renaissance, Fidelity, CastleOak, Oppenheimer
type: NewsArticle

New CEO Takes Reins at RS Investments
type: NewsArticle

Profiles of the Top 50 Global/International Managers
type: NewsArticle

Renaissance Institutional Management Taps Scanlan as New Chief
type: NewsArticle

Renaissance may lift veil - a bit
type: NewsArticle

Renaissance taps Barclays Global Investors for chief executive
type: NewsArticle

Retirement Might Be Worse Than We Think
type: NewsArticle

RS Investments Announces Formation of New Investment Adviser, SailingStone Capital Partners LLC
type: NewsArticle

RS Investments Names Chief Executive Officer
type: NewsArticle

RS Investments Ready to Take Bigger Piece of Pie
type: NewsArticle

RS Investments Strengthens Value Team with Addition of Key Energy, Technology Analysts
type: NewsArticle

Scanlan Named CEO at RS Investments
type: NewsArticle

Scanlan's BGI Departure Is a Symptom of Rough Times
type: NewsArticle

Bachelor of Science
credential category: degree
date created: 1978
description: Phi Beta Kappa, Magna Cum Laude
recognized by: University of Southern California (Marshall School of Business)
type: EducationalOccupationalCredential

Masters in Management in Finance, Accounting, Management Policy
credential category: degree
date created: 1981
recognized by: J.L. Kellogg School of Management, Northwestern University
type: EducationalOccupationalCredential

Defined Benefit & Defined Contribution Retirement Plans
description: Recognized expertise in DB and DC plan design, fee disclosure policy, and retirement security; congressional and DOL advisory council testimony on these topics.
term code: expert
type: DefinedTerm

Institutional Asset Management
description: Decades of leadership in institutional asset management, including running BGI's Americas institutional business and serving as CEO of multiple asset management firms.
term code: expert
type: DefinedTerm

Investment Management Fees & Cost Analysis
description: Co-author of the award-winning 'Five Myths About Fees' on fee structures and risk-adjusted returns.
term code: expert
type: DefinedTerm

Private Equity Operating Leadership
description: Operating executive and strategic operating partner roles in private equity (Golden Gate Capital, Valeas Capital Partners), focused on financial services.
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J.L. Kellogg School of Management, Northwestern University
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University of Southern California (Marshall School of Business)
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alumni of: University of Southern California (Marshall School of Business)
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role name: Bachelor of Science
start date: 1974
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about: Matthew Scanlan
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.
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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.
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Member of Board of Directors
description: Member of the Board of Directors of Adams Street Partners, a leading private markets investment firm headquartered in Chicago.
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has occupation: Member of Board of Directors
role name: Member of Board of Directors at Adams Street Partners
start date: 2018
type: Role

Managing Director & CEO of Institutional Business
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.
type: Occupation

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end date: 2009
has occupation: Managing Director & CEO of Institutional Business
role name: Managing Director & CEO of Institutional Business at Barclays Global Investors
start date: 1996
type: Role

Operating Executive
description: Operating Executive focused on investment opportunities in the financial services sector.
type: Occupation

occupation-golden-gate-capital-operating-executive-role
end date: 2024
has occupation: Operating Executive
role name: Operating Executive at Golden Gate Capital
start date: 2016
type: Role

Internal Fund Manager
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.
type: Occupation

occupation-oconnor-company-internal-fund-manager-role
end date: 1991
has occupation: Internal Fund Manager
role name: Internal Fund Manager at O'Connor & Company
start date: 1981
type: Role

President & CEO
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.
type: Occupation

occupation-renaissance-institutional-management-renaissance-tech-ef9bcf-role
end date: 2011
has occupation: President & CEO
role name: President & CEO at Renaissance Institutional Management (Renaissance Technologies)
start date: 2009
type: Role

Chief Executive Officer & Chief Investment Officer
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.
type: Occupation

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end date: 2016
has occupation: Chief Executive Officer & Chief Investment Officer
role name: Chief Executive Officer & Chief Investment Officer at RS Investments (RS Investment Management Co. LLC)
start date: 2012
type: Role

Financial Advisor
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.
type: Occupation

occupation-sanford-c-bernstein-company-inc-financial-advisor-role
end date: 1996
has occupation: Financial Advisor
role name: Financial Advisor at Sanford C. Bernstein & Company, Inc.
start date: 1995
type: Role

Vice President & Senior Portfolio Manager, Structured Equity Group
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.
type: Occupation

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end date: 1995
has occupation: Vice President & Senior Portfolio Manager, Structured Equity Group
role name: Vice President & Senior Portfolio Manager, Structured Equity Group at The Northern Trust Company
start date: 1991
type: Role

Strategic Operating Partner
description: Advises the firm and its portfolio companies in the financial services vertical.
type: Occupation

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has occupation: Strategic Operating Partner
role name: Strategic Operating Partner at Valeas Capital Partners
start date: 2024
type: Role

CFA Institute
type: Organization

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affiliation: CFA Institute
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).
role name: Board of Governors; chaired executive advisory board; candidate curriculum committee advisory board
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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.
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City College of San Francisco
type: Organization

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affiliation: City College of San Francisco
description: Served on the Finance Board of City College of San Francisco (confirmed in 2007 congressional testimony introduction).
role name: Finance Board
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Kellogg School of Management, Northwestern University
type: Organization

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affiliation: Kellogg School of Management, Northwestern University
description: Member of the Kellogg Private Equity Advisory Council.
role name: Private Equity Advisory Council member
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Mechanics Institute, San Francisco
type: Organization

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affiliation: Mechanics Institute, San Francisco
description: Member of the Board of Trustees of the Mechanics Institute in San Francisco.
role name: Board of Trustees
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USC Marshall School of Business
type: Organization

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affiliation: USC Marshall School of Business
description: Member of the board of the Marshall School of Business at the University of Southern California.
role name: Board Member
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Valeas Capital Partners
type: Organization

Matthew Scanlan
additional name: H.
affiliation: org-cfa-institute-affiliation
affiliation: org-city-college-of-san-francisco-affiliation
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alternate name: Matt Scanlan
alternate name: Matthew H. Scanlan, CFA
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alumni of: eduorg-university-of-southern-california-marshall-school-of-a346f9-alumniof
award: Bernstein Fabozzi / Jacobs Levy Award - Best Article (Jacobs Levy Equity Management / PM Research (Journal of Portfolio Management), 2007)
award: C. Stewart Sheppard Award (CFA Institute, 2006)
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.
disambiguating description: Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
family name: Scanlan
gender: male
given name: Matthew
has credential: Bachelor of Science
has credential: Masters in Management in Finance, Accounting, Management Policy
has occupation: occupation-adams-street-partners-member-of-board-of-directors-role
has occupation: occupation-barclays-global-investors-managing-director-ceo-of-in-26159e-role
has occupation: occupation-golden-gate-capital-operating-executive-role
has occupation: occupation-oconnor-company-internal-fund-manager-role
has occupation: occupation-renaissance-institutional-management-renaissance-tech-ef9bcf-role
has occupation: occupation-rs-investments-rs-investment-management-co-llc-chief-a95fba-role
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has occupation: occupation-valeas-capital-partners-strategic-operating-partner-role
honorific suffix: CFA
job title: Strategic Operating Partner
knows: Adams Street Partners
knows: Barclays Global Investors
knows: Blake Grossman
knows: Carter Lyons
knows: Deanna M. Mulligan
knows: Golden Gate Capital
knows: Joseph Byrum
knows: Kristi Mitchem
knows: Laurence B. Siegel
knows: Renaissance Technologies
knows: Ronald N. Kahn
knows: T. Bondurant French
knows: Terry Otton
knows: Valeas Capital Partners
knows about: Defined Benefit & Defined Contribution Retirement Plans
knows about: Institutional Asset Management
knows about: Investment Management Fees & Cost Analysis
knows about: Private Equity Operating Leadership
knows language: English
member of: org-cfa-institute-memberof
subject of: 13G SEC Filing for The Guardian Life Insurance Company of America
subject of: Adams Street Hires Matthew Scanlan for Board of Directors
subject of: Adams Street Partners Adds Board Directors
subject of: Annuities Meet Their Match
subject of: Barclays Adds Annuity Feature to 401(k)s
subject of: Barclays Executive Moves to Renaissance
subject of: BGI Loses Scanlan to Renaissance
subject of: Charles J. Yang, CFA, Elected Chair of CFA Institute Board of Governors
subject of: Class Notes 1981 - Kellogg World Alumni Magazine
subject of: Defined Contributions: Sticky Fingers
subject of: Guardian Life Insurance 2012 Annual Report
subject of: Matt Scanlan Becomes CEO of RS Investments
subject of: Matthew H. Scanlan Joins Adams Street Partners Board of Directors
subject of: MOVES-Renaissance, Fidelity, CastleOak, Oppenheimer
subject of: New CEO Takes Reins at RS Investments
subject of: Profiles of the Top 50 Global/International Managers
subject of: Renaissance Institutional Management Taps Scanlan as New Chief
subject of: Renaissance may lift veil - a bit
subject of: Renaissance taps Barclays Global Investors for chief executive
subject of: Retirement Might Be Worse Than We Think
subject of: RS Investments Announces Formation of New Investment Adviser, SailingStone Capital Partners LLC
subject of: RS Investments Names Chief Executive Officer
subject of: RS Investments Ready to Take Bigger Piece of Pie
subject of: RS Investments Strengthens Value Team with Addition of Key Energy, Technology Analysts
subject of: Scanlan Named CEO at RS Investments
subject of: Scanlan's BGI Departure Is a Symptom of Rough Times
works for: Valeas Capital Partners
type: Person

Adams Street Partners
description: Member of the Board of Directors since 2018.
type: Person

Barclays Global Investors
description: Former employer; Scanlan headed the Americas institutional business for approximately 12 years.
type: Person

Blake Grossman
description: Global CEO / CIO counterpart at BGI throughout Scanlan's tenure.
type: Person

Carter Lyons
description: Former BGI Managing Director who testified jointly with Scanlan before the DOL ERISA Advisory Council in 2009.
type: Person

Deanna M. Mulligan
description: President & CEO of Guardian Life Insurance; a 2011 chance meeting led to Scanlan joining RS Investments as CEO.
type: Person

Golden Gate Capital
description: Former employer; Scanlan was an Operating Executive focused on financial services.
type: Person

Joseph Byrum
description: Matthew and Joseph have collaborated on a number of efforts ranging from asset management to technology
type: Person

Kristi Mitchem
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.
type: Person

Laurence B. Siegel
description: Director of Research at the Ford Foundation Investment Division and co-author of 'Five Myths About Fees.'
type: Person

Renaissance Technologies
description: Parent firm of Renaissance Institutional Management, where Scanlan was President and CEO.
type: Person

Ronald N. Kahn
description: BGI colleague (Global Head of Equity Research) and co-author of 'Five Myths About Fees.'
type: Person

T. Bondurant French
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.
type: Person

Terry Otton
description: Outgoing CEO of RS Investments who recruited Scanlan as his successor and stayed on to assist the transition.
type: Person

Valeas Capital Partners
description: Current employer; Scanlan serves as Strategic Operating Partner. Co-founded by Rob Little and Ed Woiteshek, former Hellman & Friedman executives.
type: Person

What was Matthew Scanlan's role at Renaissance Institutional Management?
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author: Matthew Scanlan
main entity of page: FAQ
type: Question

Where did Matthew Scanlan go to school?
accepted answer: answer-0e966a42
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What is Matthew Scanlan's role at Adams Street Partners?
accepted answer: answer-0f8d4d76
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Has Matthew Scanlan contributed to any books?
accepted answer: answer-16f48a22
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Is Matthew Scanlan available for speaking engagements?
accepted answer: answer-1a4dcbdd
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What is 'The Future Shock of Retirement'?
accepted answer: answer-321ac3a2
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Who is Matthew Scanlan?
accepted answer: answer-38892c08
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Is Matthew Scanlan a CFA charterholder?
accepted answer: answer-4153b67f
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What did Matthew Scanlan do at Barclays Global Investors?
accepted answer: answer-4db1fe89
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Has Matthew Scanlan testified before the Department of Labor?
accepted answer: answer-51da7c82
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What has Matthew Scanlan published?
accepted answer: answer-5cecf7a4
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What is the Jacobs Levy Award?
accepted answer: answer-5e1f9a13
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Has Matthew Scanlan spoken at industry events?
accepted answer: answer-5e5f137b
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What is Matthew Scanlan's background in indexing?
accepted answer: answer-639cf5dc
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What awards has Matthew Scanlan received?
accepted answer: answer-668ddf1b
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What are Matthew Scanlan's areas of expertise?
accepted answer: answer-6f63e4ac
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What was Matthew Scanlan's role at Golden Gate Capital?
accepted answer: answer-70438546
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What boards does Matthew Scanlan currently serve on?
accepted answer: answer-7543c3dd
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What is Matthew Scanlan's current role?
accepted answer: answer-848932ab
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What did Matthew Scanlan do at RS Investments?
accepted answer: answer-8a53c74a
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What is Matthew Scanlan's background in private equity?
accepted answer: answer-90d9a19c
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What is 'Five Myths About Fees'?
accepted answer: answer-98b1e583
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Did Matthew Scanlan work at Angel Island Capital?
accepted answer: answer-a40a1b84
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What is Matthew Scanlan's background in active management?
accepted answer: answer-a5e830f0
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What is Matthew Scanlan's view on defined-benefit vs. defined-contribution plans?
accepted answer: answer-a6ac2b73
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Has Matthew Scanlan testified before Congress?
accepted answer: answer-bacda484
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Where did Matthew Scanlan work early in his career?
accepted answer: answer-c3878761
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Has Matthew Scanlan spoken at universities or academic institutions?
accepted answer: answer-ca30025e
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What is the C. Stewart Sheppard Award?
accepted answer: answer-d1d509db
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What other journal articles has Matthew Scanlan written?
accepted answer: answer-dfc051a3
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Is Matthew Scanlan available for board roles or advisory positions?
accepted answer: answer-e1c8f619
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What is Matthew Scanlan's view on investment management fees?
accepted answer: answer-ef6df507
author: Matthew Scanlan
main entity of page: FAQ
type: Question

What boards has Matthew Scanlan served on in the past?
accepted answer: answer-f5e7b6d5
author: Matthew Scanlan
main entity of page: FAQ
type: Question

How can I get in touch with Matthew Scanlan?
accepted answer: answer-fa41ebd9
author: Matthew Scanlan
main entity of page: FAQ
type: Question

Matthew Scanlan
description: Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
language: en
publisher: Matthew Scanlan
type: WebSite

Home
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FAQ
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FAQ
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is part of: Matthew Scanlan
main entity: What was Matthew Scanlan's role at Renaissance Institutional Management?
main entity: Where did Matthew Scanlan go to school?
main entity: What is Matthew Scanlan's role at Adams Street Partners?
main entity: Has Matthew Scanlan contributed to any books?
main entity: Is Matthew Scanlan available for speaking engagements?
main entity: What is 'The Future Shock of Retirement'?
main entity: Who is Matthew Scanlan?
main entity: Is Matthew Scanlan a CFA charterholder?
main entity: What did Matthew Scanlan do at Barclays Global Investors?
main entity: Has Matthew Scanlan testified before the Department of Labor?
main entity: What has Matthew Scanlan published?
main entity: What is the Jacobs Levy Award?
main entity: Has Matthew Scanlan spoken at industry events?
main entity: What is Matthew Scanlan's background in indexing?
main entity: What awards has Matthew Scanlan received?
main entity: What are Matthew Scanlan's areas of expertise?
main entity: What was Matthew Scanlan's role at Golden Gate Capital?
main entity: What boards does Matthew Scanlan currently serve on?
main entity: What is Matthew Scanlan's current role?
main entity: What did Matthew Scanlan do at RS Investments?
main entity: What is Matthew Scanlan's background in private equity?
main entity: What is 'Five Myths About Fees'?
main entity: Did Matthew Scanlan work at Angel Island Capital?
main entity: What is Matthew Scanlan's background in active management?
main entity: What is Matthew Scanlan's view on defined-benefit vs. defined-contribution plans?
main entity: Has Matthew Scanlan testified before Congress?
main entity: Where did Matthew Scanlan work early in his career?
main entity: Has Matthew Scanlan spoken at universities or academic institutions?
main entity: What is the C. Stewart Sheppard Award?
main entity: What other journal articles has Matthew Scanlan written?
main entity: Is Matthew Scanlan available for board roles or advisory positions?
main entity: What is Matthew Scanlan's view on investment management fees?
main entity: What boards has Matthew Scanlan served on in the past?
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