David Guletz Email & Phone Number

Chicago, Illinois, United States

Responsible for the primary research, underwriting, and portfolio management activities supporting a long-only, concentrated Public Equities fund (targeting companies with market cap. ranging from $1 billion to $100 billion). Also serve as valuation and structuring support across the firm’s Capital Markets Advisory and Private Equity business lines.

Chicago, Illinois, United States

Co-responsible for the build-out of a cloud-based credit research and analytics portal used by distressed debt funds and leveraged loan market investment managers in support of their research, trading, and portfolio management activities.

Oak Brook, Illinois, United States

Responsible for direct underwriting and portfolio management activities of a dynamic portfolio of 40-50 middle-market and broadly syndicated leveraged loan investments, representing coverage for approximately $350-400 million of the firm's total ~$2.7 billion of AUM. Operated as a generalist with coverage across multiple and wide-ranging sectors.

Chicago, Illinois, United States

Served as an independent proprietary trader and portfolio manager across a wide spectrum of asset classes (equities, fixed income, commodities, and currencies).

Oak Brook, Illinois, United States

Led primary market underwriting and secondary market valuation assessments for buy/hold/sell recommendations across the firm's series of Collateralized Loan Obligation funds (CLOs) and the Credit Opportunity Fund. Core responsibilities included: deal screening, transaction risk identification, financial modeling, term sheet/structural reviews, and.

Chicago, Illinois, United States

Played an integral analytical role in the Treasury Risk Management / Capital Markets practice, consulting with multi-national organizations and large financial services companies on innovative financial and credit risk management solutions.