David is a Managing Director on Hamilton Lane’s Direct Equity Investment team and co-leads the firms Impact and Targeted Investing activities. He is also a member of the firm’s Investment Committee and Responsible Investment Committee. David focuses on both direct equity and direct credit investments within a variety of sectors and strategic areas across Hamilton Lane’s investment products. In fulfilling these duties, he has served as Board Member, Board Observer, and Advisory Board representative for multiple direct company and fund investments across Hamilton Lane’s products and client base. 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, Mr. Helgerson 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. Dave 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.
Professional Pensions: Private companies prove attractive to ESG investors
Investors have shifted their private markets investment approach towards sustainability, resulting in a need for ESG-focused managers and investment themes.
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?
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.