Boutique leadership advisory and search focused on governance across insurance, pension, endowment, sovereign wealth and institutional platforms globally.
No Products. No Conflicts.
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. Defaults running at 5%. The governance conversation boards approved is not the same conversation they need to be having today.
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.
The UK Pensions Regulator confirmed resilience testing and collateral diversification remain areas requiring greater focus. The next rate shock will not carry a warning.
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.
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.
115,000 jobs added. Unemployment steady. Manageable on the surface. Beneath the headline — part-time employment rising, federal losses accelerating, February revised materially lower.
Board and NED appointments, CIO and CEO search, and senior investment, distribution and product leadership across private markets, insurance, pension, sovereign wealth and institutional asset management platforms globally.
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.
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.
Investment committee design, LDI resilience testing, private markets cycle risk assessment and total portfolio governance architecture across pension, endowment, sovereign wealth and DB/DC platforms — assessed against the demands of the current environment.
Direct access to former institutional 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 Call
A single advisory call. Governance, board preparation, portfolio construction or private markets risk. No commitment required.
Advisory Deliverables
Written work product. Scoped per engagement.
No products · No asset management conflicts · Pure governance
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 · Investment committees · CIOs · CROs · Insurance executives · Pension trustees · Sovereign wealth platforms · Institutional asset managers
Our advisory panel consists of senior executives drawn from some of the world's leading institutional investment platforms — former CIOs, heads of institutional advisory, and private markets specialists. Operators who have managed through prior regime shifts and have sat in the same seat as our clients.
Focused on governance across insurance · pension · endowment · sovereign wealth · DB and DC platforms — including private credit oversight, offshore reinsurance structures, LDI resilience, private markets cycle risk and investment committee frameworks built for the current environment.
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 a senior advisory panel drawn from some of the world's leading institutional platforms to bear on the questions that matter most. No asset management conflicts. No products. Pure value.
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.