David Helgerson

David Helgerson is a Managing Director at Hamilton Lane Advisors, a prominent figure in the private equity and investment management industry. Here's a comprehensive overview of his professional background:

Current Role

David Helgerson currently serves as a Managing Director at Hamilton Lane Advisors, a position he has held since January 2004.2 In this role, he:

• Co-leads the firm's Impact and Targeted Investing activities
• Focuses on both direct equity and direct credit investments
• Is a member of the firm's Investment Committee and Responsible Investment Committee
• Manages and oversees Impact, ESG, and Sustainably focused investment activities23

Professional Experience

Hamilton Lane Advisors (2004-Present):

• Has been with the company for over 20 years
• Leads regional, state, and small business-focused investment programs
• Serves as a Board Member and Board Observer for multiple portfolio companies2

Morgan Stanley (2001-2004):

• Worked as an Investment Banking Associate in New York
• Focused on advising and executing mergers and acquisitions and corporate finance transactions12

Credit Suisse First Boston:

• Previously worked in the Mergers & Acquisitions Group in New York13

U.S. Navy (1994-1998):

• Served as a Lieutenant12

Education

• MBA in Finance from Duke University's Fuqua School of Business
• BA in Political Science and Economics from Swarthmore College123

Notable Responsibilities

• Board and Board Observer roles for companies including Real Eats, Better Night, Auction Direct, and Ubicquia
• Past Board and Board Observer roles for companies such as Leverpoint Management, Autotask, Accumed, and Tower Cloud2

David Helgerson's expertise spans various aspects of private equity, with a particular focus on impact investing and sustainable finance. His long tenure at Hamilton Lane and diverse experience in investment banking and the military have contributed to his comprehensive understanding of the financial sector and leadership capabilities.