David Helgerson

Managing Director, Direct Equity Investments
David is a Managing Director on Hamilton Lane’s Direct Equity Investment team and leads the firms Impact and Targeted Investing activities. He is also a member of the firm’s Investment Committee and Responsible Investment Committe. David focuses on both direct equity and direct credit investments within a variety of sectors and strategic areas across Hamilton Lane’s investment products.

David has served as Board Member, Board Observer, and Advisory Board representative for multiple direct company and fund investments. His experience includes fund management and oversight, as well as sourcing, structuring and underwriting of debt and equity investments with financial sponsors and corporations on behalf of institutional clients.

Prior to joining Hamilton Lane in 2004, David was a corporate investment banker in the Financial Institutions Group of Morgan Stanley in New York, focusing on advising and executing mergers and acquisitions and corporate finance transactions. Previously, David worked in the Mergers & Acquisitions Group of Credit Suisse First Boston in New York. David also served as a Lieutenant in the U.S. Navy. 

David received an M.B.A. from Duke University's Fuqua School of Business and a B.A. in Political Science from Swarthmore College.

Authored Content

insight

When the Levee Breaks: Sustainability, Investing & Innovation in 2020

It’s not hard to notice the pressure against today’s levees, leading many of us to prioritize investment themes more oriented around sustainability. How are investors adjusting?

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insight

ESG & Impact Investing in a COVID-19 World

In this paper, we explore the current trends in ESG and impact investing in the private markets, balancing the growing focus on making strong investments as capital fiduciaries against a more challenging economic environment.

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insight

Notes from the Road: Charting the Course for Impact

As the private equity asset class continues to mature, investors increasingly are looking to identify new areas in which to invest. Against that backdrop, 2017 appears to be a pivotal year for impact investing. It’s a topic often discussed lately and is clearly becoming a driving area of interest for LPs.

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