Private Debt & Equity

As a Managing Director and member of the Private Debt and Equity Investment Committee, Trevor Gibson is responsible for originating, evaluating, and structuring direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.
  
Prior to joining RGA in 2017 as a Senior Director, Trevor was with BMO Harris Bank where he was responsible for new business development, underwriting, structuring, and relationship management across a diverse set of industries, including both leveraged and non-leveraged transactions, working with both family-owned and private equity owned businesses in the lower middle market.  Prior to BMO, Trevor spent his career in similar roles at various banking institutions including LaSalle Bank, where he started his career in 2005.
  
Trevor received a Bachelor of Science in Business Administration (B.S.B.A.) in finance from the University of Missouri and a Master of Business Administration (M.B.A.) from the Olin School of Business at Washington University in St. Louis.  Prior to attending the University of Missouri, he served in the United States Navy as a Non-Commissioned Officer and helicopter aircrewman.

Personal Fact:  Trevor enjoys spending time with his three kids, playing golf and spending time outdoors.

As Director of Deal Operations and Execution, Private Debt & Equity, Kassy Gardner is responsible for the preparation of deals and amendments to close and be integrated into RGA’s systems and processes before they are handed off to the PD&E Operations team. Additionally, Kassy acts as the Administrative Agent for applicable syndicated debt deals.

Prior to joining RGA in 2018, Kassy was with Brown Smith Wallace, LLP and with Centene Corporation. Her experience includes auditing and advisory services regarding public and private insurance companies, as well as financial monitoring and reporting of subsidized state-based health insurance marketplace exchanges.

Kassy received a Bachelor of Science in accounting from Missouri State University and is a member of the Insurance Accounting & Systems Association, Inc. (IASA). 

As Senior Director, Private Debt & Equity Portfolio Management, Stan Beltramea leads the portfolio management process for RGA’s Private Debt and Equity team, including tracking, monitoring, analyzing, rating, and pricing RGA’s Private Debt and Equity investments, which includes direct investments and private equity fund investments. 

Prior to joining RGA, Stan spent 10 years in corporate finance, most recently as Director of Finance at Mark Andy, and before that as Director of Financial Planning & Analysis at Armstrong Energy.  Prior to his corporate experience, Stan spent 10 years in investment and commercial banking, with roles at Wells Fargo (formerly A.G. Edwards), Bank One, and the Industrial Bank of Japan.

Stan received a Bachelor of Science degree in Finance from Illinois State University, a Master of Arts degree in International Relations from Johns Hopkins University SAIS, and a Master of Business Administration from Indiana University.

As Senior Associate, Private Debt & Equity Portfolio Management, Ryan Peters is responsible for preparing portfolio reviews, reporting, analyzing, rating, and pricing RGA’s Private Debt and Equity investments, which includes direct investments and private equity fund investments.  He also helps to develop systems that streamline the collection and reporting of financial performance data of portfolio companies.

Prior to coming to RGA, Ryan worked as an investment banker for seven years in Minneapolis, MN where he was a Vice President at Hennepin Partners.  In that role, he completed 20 merger and acquisition transactions in the lower middle market with an aggregate value of more than $650 million.  He was also an Investment Operations Analyst at Thrivent Financial, where he provided trade support for various asset classes including equities, corporate and government bonds, mortgage-backed securities, commercial paper, convertible stock, derivatives, and syndicated bank loans.

Ryan received a Bachelor of Science degree in Finance from the University of Minnesota, and is a CFA charterholder.

As an Analyst on the Private Debt & Equity team, Joe Staely performs in-depth diligence research on potential portfolio companies and private equity funds. His responsibilities also include monitoring and evaluating financial reports and assessments, as well as analyzing historical fund performance for forecasting variable income. He has been with the company since 2022.

Prior to joining RGA, Joe was a Senior Analyst, Collateral and Valuation with NISA Investment Advisors where he was responsible for valuing over-the-counter and exchange-traded derivatives, creating and managing exposure, and collateral position reports of derivative trades for internal and client use.

Joe received bachelor’s degrees in business analytics and economics from the University of Kansas.