Greg Mateja

About Greg Mateja

Adaptable professional with a successful track record across multiple disciplines. Effective strategist who crafts practical solutions that balance risks, constraints, and business objectives. Forges internal and external partnerships to build effective cross-functional teams that achieve top and bottom line results. Communicates complex issues clearly. Comfortable making decisions in ambiguous situations and known for integrity.Capital and Financial Management: Financial and Actuarial Modeling; Capital Markets, Expense Analysis / Management; Statutory, GAAP, and Tax Analyses; and Product Review / AnalysisCorporate Development: Acquisitions, Divestitures, Negotiation, Transaction Structuring; Appraisals, Embedded Value (including MCEV) and Reinsurance, including captivesEnterprise Risk Management: Risk Appetite and Risk Limits, Scenario / Stress Testing, Equity and Fixed Income Risk Management, Asset-Liability Management, and Economic Capital

Experience

1. Treasurer

   National Life Group

   Dec 2014 — Present · Montpelier, VT, US

   Capital Management/Corporate Development (2014+), YRT Reinsurance (2016+), and Treasury (2021+)- Established two captive insurance companies - Crafted multiple reinsurance arrangements to drive capital efficiency - Led $750M P-Caps (contingent capital) issuance and supported $500M surplus notes issuance - Educated organization regarding capital use and cost to successfully drive additional efficiencies - Financial reinsurance, use of captives, capital efficient investing, etc- Mortality reinsurance, retention analysis, and coinsurance - Lead rating agency strategy and responsible for upgrades from the three NRSO\'s that rate NLG - Increased transparency, efficiency, and coverage of Corporate Insurance programs - Increased retained and maintain a large-case mortality pool with $100M+ issuance capacity - Supported launch of FHLB spread lending program and stable value program (no longer active)

Education

• Union College

  BS, Mathematics and Economics

Skills

• Alm
• Risk Appetite
• Risk Management
• Actuarial Science
• Economic Capital
• Coli
• Captives
• Gaap
• Analysis
• Negotiation
• Insurance
• Nonqualified Plan Design
• Market Risk
• Embedded Value
• Capital Management
• Nonqualified Plan Funding
• Valuation
• Replacement Ratios
• Financial Risk
• Reinsurance
• Asset Management
• Life Insurance
• Finance
• Statutory Accounting
• Financial / Actuarial Modeling
• Financial Structuring
• Enterprise Risk Management
• Managerial Finance
• Boli
• Fixed Annuities
• Variable Annuities
• Mergers & Acquisitions
• Capital Markets
• Corporate Finance
• Icoli