Leadership is capital.
We help you forecast,
align, and deploy it.
Boutique leadership advisory and search focused on governance across insurance, pension, endowment, sovereign wealth and institutional platforms globally.
No Products. No Conflicts.
Senior perspective
on what matters most
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. Defaults running at 5%. The governance conversation boards approved is not the same conversation they need to be having today.
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.
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.
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.
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.
April’s Jobs Report Tells Two Stories. Boards Should Be Reading Both.
115,000 jobs added. Unemployment steady. Manageable on the surface. Beneath the headline — part-time employment rising, federal losses accelerating, February revised materially lower.
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, insurance, pension, sovereign wealth and institutional asset management platforms 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, Private Markets & Governance Frameworks
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.
Senior operators.
On demand.
Independent. Unconflicted.
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.
- Unlimited governance calls — access as needed
- 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 · 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
Senior operators.
No conflicts.
Our advisory panel consists of former CIOs, heads of institutional advisory and private markets specialists drawn from some of the world's leading investment platforms. Operators who have managed through prior regime shifts and have sat in the same seat as our clients — and have no product to sell.
Several members of our extended advisory network are currently in active leadership roles or operate under compliance and confidentiality constraints. Engagements are subject to individual availability and compliance review.
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 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.
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.