Speaking & Events
Congressional testimony, regulatory appearances, and guest lectures spanning Matthew Scanlan’s 40-year career in institutional investment management.
Policy
Congressional & Regulatory Testimony
Testimony: 401(k) Fair Disclosure for Retirement Security Act
Testifying as Managing Director and head of BGI’s Americas institutional business, Scanlan addressed 401(k) fee disclosure, conflict-of-interest transparency, and the case for bringing defined-benefit investment disciplines into the defined-contribution marketplace. He identified three root causes of DC plan failure: inadequate contributions, high fees eroding returns, and the absence of a distribution strategy.
DOL ERISA Advisory Council Testimony on Retirement Security
Appearing as President and CEO of Renaissance Institutional Management, Scanlan argued that defined-benefit plans offer the most robust form of retirement security — through professional management, cost efficiencies from commingled assets, and pooled longevity risk — and advocated for short-term DB funding relief. He offered a noted formulation: “Retirement is an income-driven process and we’re living in a lump-sum world.”
Speaking
Industry Presentations & Guest Lectures
BGI SponsorMatch DC Annuity Product Launch
Scanlan served as principal spokesperson for the launch of BGI’s SponsorMatch product — a defined-contribution annuity designed to embed lifetime income guarantees within a standard 401(k) structure. BGI filed 14 patent claims on the underlying process. The launch was covered by Pensions & Investments and InvestmentNews.
Release of ‘The Future Shock of Retirement’ Study
Scanlan presented findings from the BGI retirement security study at a press and industry briefing, co-authored with Jonathan Cohen and Matthew O’Hara. His central finding — that half of middle-class Americans will have a quarter less in retirement than they realize — generated wide industry coverage and directly informed subsequent policy testimony.
Implications of the Retirement Crisis for Asset Managers
Guest lecture at the Kellogg Asset Management Practicum on how the structural shift from defined-benefit to defined-contribution plans was reshaping the mandates, product strategies, and competitive dynamics of institutional asset managers — drawing on Scanlan’s research and policy work on retirement security.
Trends in Private Equity and Institutional Investing
Guest lecture at the Kellogg Asset Management Practicum on the evolution of institutional allocations to private equity — including co-investment, continuation vehicles, and LP due diligence — and the convergence of public and private market strategies. Scanlan drew on his experience at Golden Gate Capital and his board role at Adams Street Partners.
Listings above link to original third-party sources where available. Matthew Scanlan does not control the content of external sites and is not responsible for their availability or accuracy.
