Private Debt and Equity Team

 

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Investments Team

Howard Liao
Howard Liao

Senior Managing Director
Head of Private Debt & Equity

Rich Buckanavage
Rich Buckanavage

Managing Director
PD&E Investments

Steven Carboni
Steven Carboni

Managing Director
PD&E Investments

Brett Parr
Brett Parr

Managing Director 
PD&E Investments

Ankur Patel
Ankur Patel

Managing Director
PD&E Investments

Trent Pavic
Trent Pavic

Senior Director
PD&E Investments

Chase Steynes Professional Headshot
Chase Steyns

Senior Director
PD&E Investments

Patrick Fan Professional Headshot
Patrick Fan

Director
PD&E Investments

Justin Haney
Justin Haney

Director
PD&E Investments

Joshi Yogin Professional Headshot
Yogin Joshi

Director
PD&E Investments

Joseph Cribbin
Joe Cribbin

Senior Associate
PD&E Investments

Justin Gandhi Professional Headshot
Justin Gandhi

Senior Associate
PD&E Investments

NICHOLAS MARLO
Nicholas Marlo

Senior Associate
PD&E Investments 

Victor Djavaherian Professional Headshot
Victor Djavaherian

Associate 
PD&E Investments

Rachel Narducci
Rachel Narducci

Associate 
PD&E Investments 

DANIEL RASCHE
Daniel Rasche

Associate
PD&E Investments

Matt Schau
Matt Schau

Associate
PD&E Investments

Jake Besch
Jake Besch

Senior Analyst 
PD&E Investments 

ANDREW SILVERSTONE
Andrew Silverstone

Senior Analyst
PD&E Investments

Matthew Ference Professional Headshot
Matt Ference

Analyst
PD&E Investments 

Nolan Rea Professional Headshot
Nolan Rea

Analyst 
PD&E Investments

Portfolio Management and Operations Team

Howard Liao
Howard Liao

Senior Managing Director
Head of Private Debt & Equity

Stan Beltramea
Stan Beltramea

Managing Director
PD&E Portfolio Management

Kassy Gardner
Kassy Gardner

Director
PD&E Deal Execution & Operations

Linda Nichols
Linda Nichols

Director
PD&E Operations

Ryan Peters
Ryan Peters

Director
PD&E Portfolio Management

Pam-Hankins
Pam Hankins

Associate
PD&E Operations

 

Phil Bodenschatz

Phil Bodenschatz

CPA

Senior Analyst
PD&E Portfolio Management

As Senior Analyst, Private Debt & Equity Portfolio Management, Phil Bodenschatz is responsible for reporting on, analyzing, rating, and pricing RGA’s private debt and equity investments, including direct and private equity fund investments.

Phil joined RGA in 2022 as part of the investment accounting department, where he was responsible for performing detailed review and analysis of investment income data and reports, as well as assisting with the quarterly investment impairment and write-down process for all RGA investments. 

Prior to joining RGA, Phil was a financial analyst for Precoat Metals. In this metal manufacturing company, he provided month-end financial analysis, monthly forecasting, and long-term planning and budgeting.
 
Prior to Precoat, Phil was with BKD, LLP, a public accounting firm, where he provided audit and advisory services for mid-size private companies.
 
Phil received his Bachelor of Science in accounting and finance from Drury University and is a Certified Public Accountant.