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.
term code: expert
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J.L. Kellogg School of Management, Northwestern University
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alumni of: University of Southern California (Marshall School of Business)
end date: 1978
role name: Bachelor of Science
start date: 1974
type: OrganizationRole

University of Southern California (Marshall School of Business)
type: CollegeOrUniversity

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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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has occupation: Member of Board of Directors
role name: Member of Board of Directors at Adams Street Partners
start date: 2018
type: Role

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.
type: Occupation

occupation-barclays-global-investors-managing-director-ceo-of-in-26159e-role
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

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

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

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

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-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

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-rs-investments-rs-investment-management-co-llc-chief-a95fba-role
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

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

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

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-the-northern-trust-company-vice-president-senior-port-f772c7-role
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

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

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

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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
type: OrganizationRole

org-cfa-institute-memberof
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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role name: professional
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CFA Institute
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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City College of San Francisco
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affiliation: Kellogg School of Management, Northwestern University
description: Member of the Kellogg Private Equity Advisory Council.
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Kellogg School of Management, Northwestern University
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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
type: OrganizationRole

Mechanics Institute, San Francisco
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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USC Marshall School of Business
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Valeas Capital Partners
type: Organization

The Journal of Investing
type: Periodical

Matthew Scanlan
additional name: H.
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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

Carter M. Lyons
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

Matthew H. Scanlan
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

The Retirement Benefits Crisis
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.
author: Matthew Scanlan
author: Carter M. Lyons
author: Matthew H. Scanlan
date published: 2006
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.
is part of: The Journal of Investing
keywords: long-term investing, retirement investing, retirement, pension funds
main entity of page: The Retirement Benefits Crisis
type: LearningResource
type: ScholarlyArticle

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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Publications
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The Retirement Benefits Crisis
item: https://matthewscanlan.com/publications/the-retirement-benefits-crisis
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The Retirement Benefits Crisis
about: Matthew Scanlan
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date modified: 2026-06
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