- Portfolio Manager
- Has been a Senior Research Analyst throughout his tenure
- Led the capital formation effort as well as the structuring and execution of many of Gulf Stream’s new credit funds
- Spent seven years in leveraged finance and loan syndications with First Union Securities Inc and Chase Securities Inc.
- Structured, underwrote and executed lead managed syndicated financings across a variety of industry sectors
- Closed more than 70 transactions, covering acquisition financings, recapitalizations and leveraged buyouts ranging in size from broadly syndicated to middle market
Research
The research platform is staffed by 15 professionals including the Chief Credit Officer and five Senior Research Analysts, two of whom are on the Executive Team. The research team conducts all fundamental industry and credit-specific research and currently follows over 450 active portfolio investments.
Alan DeKeukelaere is a Research Analyst for Telecom, Transportation/Transportation Equipment, Cable, Aerospace and Defense Manufacturing sectors. Prior to joining Gulf Stream in 2005, Mr. DeKeukelaere was Vice President in the Asset Finance Group at Citigroup from August 2001 to June 2005. After successfully completing the Analytics Training program his responsibilities included originating, structuring, and executing leveraged and non-leveraged leasing and partnership transactions ranging from $150MM to $1.5B. Prior to joining Citigroup, he worked with Banc of America Securities as a Summer Associate in the Middle Market Syndicated Finance group and as an Analyst in Corporate Underwriting for First Union National Bank. Mr. DeKeukelaere earned a BA in Economics from Drew University and his MBA from Wake Forest University and has 12 years of experience in the industry. Additional credentials include Chartered Financial Analyst.
Jeff Walwyn is a Research Analyst for Consumer Products, Retail, Gaming and Lodging and Entertainment/Leisure sectors. Prior to joining Gulf Stream in 2006, Mr. Walwyn worked for JP Morgan as an Investment Banking Analyst. Responsibilities included financial modeling, strategic analysis and mergers and acquisition execution primarily in the consumer and retail industries. Prior to joining JP Morgan, Mr. Walwyn held internship positions with Salomon Smith Barney, Fleet Boston Financial and Robertson Stephens. Mr. Walwyn earned a BS from Cornell University and his MBA from Duke University and has 7 years of experience in the industry. Additional credentials include Chartered Financial Analyst.
Phillip Marlles is a Research Associate for the Media, Satellite, Publishing, Ecological, Food/Beverage and Software sectors. Prior to joining Gulf Stream 2008, Mr. Marlles worked as an investment-banking analyst for Lazard Middle Market located in New York. Mr. Marlles held an internship as a summer analyst with JPMorgan Private Bank in Washington, DC. Mr. Marlles earned a BA in Finance and English Literature from the College of William and Mary. He is currently a Level III candidate in the CFA program and has 3 years of experience in the industry.
