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Walter C. Keenan

Independent Director at Lument Finance Trust
Board

About Walter C. Keenan

Walter C. Keenan (age 57) has served as an independent director of Lument Finance Trust, Inc. since 2015; he is chair of the Compensation Committee and a member of the Audit and Nominating & Corporate Governance Committees, with over 35 years of financial services experience as an advisor, investor, and executive manager . He has a B.A. with Honors from Southern Methodist University and has been a private investor since March 2022 .

Past Roles

OrganizationRoleTenureCommittees/Impact
Advantage Insurance Inc.Chief Executive OfficerJul 2013 – Mar 2022Led specialty insurance group serving HNW individuals/business owners
Republic Companies, Inc.Independent Director; Audit Committee ChairNot specifiedAudit leadership at a regional P&C insurer
Medicus Insurance Holdings, Inc.ChairmanJul 2006 – Oct 2011Led board until sale to NORCAL Mutual
JMP Capital (JMP Group LLC)President (principal investments group)2007 – 2011Principal investing leadership
The Cypress GroupPrincipal2005 – 2007Private equity investing
Morgan StanleyInvestment Banking1989 – 2003Banking roles; foundational finance experience

External Roles

OrganizationRoleStatus
Private InvestorIndividual investorSince Mar 2022

No current public company directorships were disclosed; past board roles are noted above .

Board Governance

  • Independence: Board determined Mr. Keenan to be independent under NYSE Section 303A; he had no direct/indirect material relationship with the Company or subsidiaries .
  • Committee assignments: Compensation (Chair), Audit (Member), Nominating & Corporate Governance (Member) .
  • Attendance: In FY2024 the Board met 4 times; no director attended fewer than 75% of Board and applicable committee meetings .
  • Executive sessions: Independent directors meet in executive session; the Lead Independent Director (Houlihan) chairs those sessions .
  • Committee activity (FY2024): Audit met 5 times ; Compensation met 2 times ; Nominating & Corporate Governance met 2 times .

Fixed Compensation

Component2024 AmountNotes
Annual retainer (Independent Director)$100,000 Paid in arrears; directors may elect stock-for-fees
Compensation Committee Chair fee$10,000 Additional cash retainer for chair role
Total fees earned (Mr. Keenan)$110,000 Matches retainer + chair fee
Stock-for-Fees election20,054 shares Weighted avg price $2.4307; foregone cash $48,745.23
  • Independent Directors Stock-for-Fees Program mechanics: Shares issued quarterly; number determined by dividing fee amount by average closing price over 10 trading days before payment date .
  • Ad hoc participation: Independent directors may receive retainers/meeting fees for ad hoc committees formed as needed .

Performance Compensation

Performance-linked elementStatusMetrics/Terms
Options/PSUs/Performance equity for directorsNot disclosed/noneNo options or stock awards granted by the Company to current NEOs; director equity is via voluntary stock-for-fees, not performance-based .
Director performance metrics (TSR, revenue, EBITDA, ESG)Not disclosedNo performance metrics tied to director pay disclosed .

The Compensation Committee did not engage a compensation consultant in 2024; LFT is externally managed, and the Manager compensates officers and personnel .

Other Directorships & Interlocks

Company/OrganizationTypeRolePeriod
Republic Companies, Inc.Regional P&C insuranceIndependent Director; Audit ChairNot specified
Medicus Insurance Holdings, Inc.InsuranceChairmanJul 2006 – Oct 2011
  • Current public company directorships: None disclosed .
  • Designation rights/Interlocks: Lument Investment Holdings (affiliate of external Manager) designates two directors (Flynn, Reynolds) under a 2022 agreement; Hunt Companies Equity Holdings designates one director (James C. Hunt) under a 2018 agreement—potential influence dynamics to monitor .

Expertise & Qualifications

  • 35+ years in financial services, including insurance CEO, audit chair experience, and private equity/investment banking roles .
  • Compensation oversight expertise as Compensation Committee Chair .
  • Education: B.A. with Honors, Southern Methodist University .

Equity Ownership

ItemValueNotes
Shares beneficially owned (Apr 15, 2025)141,507 Less than 1% of outstanding shares
Shares outstanding (Record Date)52,324,472 Used to contextualize % ownership
Ownership as % of shares outstanding~0.27% (calc.) Calculated from disclosed figures
Shares pledged as collateralNone pledged Pledging is a red flag; none disclosed
2024 Stock-for-Fees shares20,054 WAP $2.4307; foregone cash $48,745.23
Options (exercisable/unexercisable)Not disclosed/noneNo director options disclosed

Governance Assessment

  • Board effectiveness and independence: Keenan is an independent director with consistent committee engagement and no attendance concerns; committees are composed exclusively of independent directors, and executive sessions are led by the Lead Independent Director—supportive of robust oversight .
  • Alignment signals: He elected to receive director fees in stock (20,054 shares; ~$48.7k foregone cash), indicating alignment with shareholder outcomes; none of his shares are pledged .
  • Compensation governance: As Compensation Committee Chair, his remit includes overseeing director compensation disclosures and equity plans; no external consultant retained in 2024 due to external management structure—a practical constraint but also a potential limitation in benchmarking rigor .
  • Potential conflicts/structural risks: LFT’s external manager (Lument Investment Management) is paid a base fee (1.5% of equity) and incentive compensation tied to core earnings, which can bias toward higher-yield risk; designation rights for Lument IH and HCEH place affiliates’ nominees on the Board—heightened need for independent director vigilance, including by Keenan in compensation oversight .
  • Policy safeguards: Company prohibits short selling, options, and hedging/monetization transactions in Company securities; executive clawback policy adopted Nov 2023 per Rule 10D-1—positive governance signals even though these primarily target executives rather than directors .

RED FLAGS to monitor

  • External manager incentive fee can create risk-taking bias; independent director oversight must counterbalance this .
  • Affiliate director designation rights (Lument IH, HCEH) may influence board dynamics; independence and committee chairs (including Keenan) must ensure arm’s-length governance in related-party matters .
  • No compensation consultant in 2024; while reasonable under external management, it reduces third-party benchmarking for director pay .