Leadership is capital.
We help you forecast,
align, and deploy it.
Independent executive search, leadership and board advisory for institutional capital — across pension, insurance, private markets, asset management and financial infrastructure.
Independent advice. Experienced leadership. No investment products or delegated mandates.
Senior perspective
on what matters most
The Overweight Nobody Plans For: What Happens to the Portfolio After a PRT Buyout
Modeling the overweight is the easy part. Getting an insurer to actually accept what you're packaging is where most PRT-readiness conversations stop short.
The Board Approved the Allocation. Who’s Watching It Now?
Boards approved private credit and alternatives allocations based on management presentations. Those same teams now report on those same allocations. The structural conflict is real.
Is Your Pension Governance Framework Built for the Environment You Now Face?
The UK Pensions Regulator confirmed resilience testing and collateral diversification remain areas requiring greater focus. The next rate shock will not carry a warning.
What Insurance Boards Should Be Asking About Private Credit Right Now
Private credit loan maturities are at their highest level across all credit markets. An estimated $170 billion of refinancing required over the next two years.
The Inflation Pipeline and What It Means for Institutional Portfolios
PPI up 6.0% year over year. CPI at 3.8% is not the ceiling — it’s a waypoint. For institutional portfolios built on different assumptions, this week’s data is the governance conversation that can’t wait.
When the Macro Shifts, Leadership Requirements Shift Too
The executives who thrived in the last decade were built for expansion. The regime has changed. The leadership inventory at most institutions has not caught up.
Built for inflection points,
not just mandates
Board, C-Suite & Senior Investment Leadership
Board and NED appointments, CIO and CEO search, and senior investment, distribution and product leadership across private markets, private equity-owned financial and insurance platforms, insurance, pension, sovereign wealth and institutional asset management globally.
Independent Governance & Investment Support
Independent governance review, portfolio construction oversight, private markets risk assessment, investment committee framework design and board preparation advisory — delivered by former institutional CIOs and senior operators. Not consultants presenting frameworks. Operators who have sat in the seat.
Private Credit, CLO & Regulatory Risk Oversight
Independent review of private credit exposure, offshore reinsurance structures, CLO capital charge implications and evolving regulatory frameworks — delivered to insurance boards without asset management conflicts.
LDI Resilience, PRT Readiness & Governance Frameworks
Investment committee design, LDI resilience testing and portfolio governance architecture across pension, endowment and DB/DC platforms — including PRT Asset Readiness & Placement for DB plans nearing a pension risk transfer: AIK packaging and buyer identification across secondaries and insurance general accounts.
Senior operators.
On demand.
Independent. Unconflicted.
Direct access to former institutional chairs, board members, CIOs, CROs and senior operators — across governance advisory, board preparation, portfolio construction oversight and private markets risk assessment. For investment leaders, boards and executive teams navigating complex decisions across insurance, pension, endowment, sovereign wealth and institutional platforms globally.
Quarterly Advisory Retainer
Senior operator access for the quarter. Governance, board prep, portfolio construction — on demand.
- Advisory calls as needed — scope agreed at the start of each quarter
- Priority scheduling throughout the quarter
- Call notes following each session
- Dedicated senior relationship
- No annual lock-in — renewed each quarter
- Written deliverables scoped separately
Advisory Call
A single advisory call. Governance, board preparation, portfolio construction or private markets risk. No commitment required.
- Senior former CIO or CRO
- Insurance · pension · institutional focus
- Independent, unconflicted perspective
- Rapid response within 24 hours available
- Flat rate per call — no hourly clock
- Call notes on request
Advisory Deliverables
Written work product. Scoped per engagement.
- Board papers and investment committee reports
- Written governance assessments
- Regulatory horizon documents
- Oversight memos — credit, reinsurance, risk
- Formal briefing materials
- Scope and fee confirmed prior to engagement
No products · No asset management conflicts · Independent advice
Calls vs. deliverables
Advisory calls cover the full range — governance, board preparation, portfolio construction and private markets risk. Written deliverables are work product: board papers, oversight memos, governance assessments. These are distinct engagements, always scoped and priced separately.
Built for
Boards · Board chairs and directors · Investment committees · CIOs · CROs · Insurance executives · Pension trustees · Private equity-owned financial and insurance platforms · Institutional asset managers and private markets firms · Sovereign wealth platforms
Experience matched
to the mandate.
KeenanMatthews works with a network of former institutional CEOs, CIOs and senior executives across investment management, insurance, pensions, risk, finance and capital markets. We bring the relevant experience directly into each engagement, drawing on professionals who have led institutions, managed capital, overseen complex transactions and navigated significant strategic decisions.
Former CEOs, CIOs and senior executives who have led institutions and carried fiduciary accountability.
Portfolio construction, ALM, private markets and insurance capital.
Board oversight, enterprise risk and investment governance.
PRT, restructuring, institutional transformation and growth.
Our model is deliberately flexible: clients engage the expertise the assignment requires, without the overhead of a traditional consulting structure. Individuals are introduced in conversation, subject to their agreement and availability.
Focused on governance across insurance · pension · endowment · sovereign wealth · DB and DC platforms — including private credit oversight, offshore reinsurance structures, private markets cycle risk, board preparation advisory and investment committee frameworks built for the current environment.
Why KeenanMatthews
KeenanMatthews was founded on a straightforward observation: the institutions responsible for governing the world's largest pools of capital — insurance companies, pension funds, endowments and sovereign wealth funds — are navigating one of the most complex investment environments in decades without access to truly independent, unconflicted perspective.
Internal investment teams may be partial. External asset managers are paid to deploy capital, not to question it. Traditional consultants deliver frameworks. What has been missing is operator-level insight from people who have actually sat in the seat — former CIOs, heads of institutional advisory, and private markets specialists who have managed through prior regime shifts and have no product to sell.
KeenanMatthews fills that gap. We work alongside boards, investment committees and executive teams on governance, leadership and senior investment search — bringing senior former institutional leaders, matched to each mandate, to bear on the questions that matter most. No asset management conflicts. No investment products or delegated mandates.
The governance conversation worth having now.
Whether you're navigating a board leadership gap, stress-testing a governance framework or thinking through a senior investment hire — we'd welcome the conversation.