13G SEC Filing for The Guardian Life Insurance Company of America
Adams Street Hires Matthew Scanlan for Board of Directors
Adams Street Partners Adds Board Directors
Barclays Adds Annuity Feature to 401(k)s
Charles J. Yang, CFA, Elected Chair of CFA Institute Board of Governors
Class Notes 1981 - Kellogg World Alumni Magazine
Guardian Life Insurance 2012 Annual Report
Matt Scanlan Becomes CEO of RS Investments
Matthew H. Scanlan Joins Adams Street Partners Board of Directors
MOVES-Renaissance, Fidelity, CastleOak, Oppenheimer
Profiles of the Top 50 Global/International Managers
Renaissance Institutional Management Taps Scanlan as New Chief
Renaissance taps Barclays Global Investors for chief executive
RS Investments Announces Formation of New Investment Adviser, SailingStone Capital Partners LLC
RS Investments Names Chief Executive Officer
RS Investments Ready to Take Bigger Piece of Pie
RS Investments Strengthens Value Team with Addition of Key Energy, Technology Analysts
Scanlan's BGI Departure Is a Symptom of Rough Times
Masters in Management in Finance, Accounting, Management Policy
Recognized expertise in DB and DC plan design, fee disclosure policy, and retirement security; congressional and DOL advisory council testimony on these topics.
Defined Benefit & Defined Contribution Retirement Plans
Decades of leadership in institutional asset management, including running BGI's Americas institutional business and serving as CEO of multiple asset management firms.
Co-author of the award-winning 'Five Myths About Fees' on fee structures and risk-adjusted returns.
Investment Management Fees & Cost Analysis
Operating executive and strategic operating partner roles in private equity (Golden Gate Capital, Valeas Capital Partners), focused on financial services.
J.L. Kellogg School of Management, Northwestern University
Masters in Management, Finance, Accounting, Management Policy
University of Southern California (Marshall School of Business)
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.
Member of the Board of Directors of Adams Street Partners, a leading private markets investment firm headquartered in Chicago.
Member of Board of Directors at Adams Street Partners
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.
Managing Director & CEO of Institutional Business
Managing Director & CEO of Institutional Business at Barclays Global Investors
Operating Executive focused on investment opportunities in the financial services sector.
Operating Executive at Golden Gate Capital
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.
Internal Fund Manager at O'Connor & Company
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.
President & CEO at Renaissance Institutional Management (Renaissance Technologies)
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.
Chief Executive Officer & Chief Investment Officer
Chief Executive Officer & Chief Investment Officer at RS Investments (RS Investment Management Co. LLC)
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.
Financial Advisor at Sanford C. Bernstein & Company, Inc.
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.
Vice President & Senior Portfolio Manager, Structured Equity Group
Vice President & Senior Portfolio Manager, Structured Equity Group at The Northern Trust Company
Advises the firm and its portfolio companies in the financial services vertical.
Strategic Operating Partner at Valeas Capital Partners
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).
Board of Governors; chaired executive advisory board; candidate curriculum committee advisory board
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.
Served on the Finance Board of City College of San Francisco (confirmed in 2007 congressional testimony introduction).
Kellogg School of Management, Northwestern University
Member of the Kellogg Private Equity Advisory Council.
Member of the Board of Trustees of the Mechanics Institute in San Francisco.
Member of the board of the Marshall School of Business at the University of Southern California.
The Journal of Portfolio Management, Vol. 32, No. 3, pp. 56-64
Bernstein Fabozzi / Jacobs Levy Award - Best Article (Jacobs Levy Equity Management / PM Research (Journal of Portfolio Management), 2007)
C. Stewart Sheppard Award (CFA Institute, 2006)
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.
Matthew Scanlan is an investment executive with 40+ years of CEO-level experience across indexing, quantitative, active, and private equity strategies.
Member of the Board of Directors since 2018.
Former employer; Scanlan headed the Americas institutional business for approximately 12 years.
Global CEO / CIO counterpart at BGI throughout Scanlan's tenure.
Former BGI Managing Director who testified jointly with Scanlan before the DOL ERISA Advisory Council in 2009.
President & CEO of Guardian Life Insurance; a 2011 chance meeting led to Scanlan joining RS Investments as CEO.
Former employer; Scanlan was an Operating Executive focused on financial services.
Matthew and Joseph have collaborated on a number of efforts ranging from asset management to technology
Direct report at BGI (MD, U.S. DC Group); co-presented the BGI annuity product launch and testified on a successor 401(k) bill.
Director of Research at the Ford Foundation Investment Division and co-author of 'Five Myths About Fees.'
Parent firm of Renaissance Institutional Management, where Scanlan was President and CEO.
BGI colleague (Global Head of Equity Research) and co-author of 'Five Myths About Fees.'
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.
Outgoing CEO of RS Investments who recruited Scanlan as his successor and stayed on to assist the transition.
Current employer; Scanlan serves as Strategic Operating Partner. Co-founded by Rob Little and Ed Woiteshek, former Hellman & Friedman executives.
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.
fees, hedge funds, alpha and beta, investment management