David R. Hanson - Institutional Investor [PDF]

zation investment banker at PNC Capital Markets. In that role, Mr. Hanson provided asset backed securities investment ba

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Idea Transcript


Presenter BIO

David R. Hanson Age: 31

Hanson Wells Partners

Title: Managing Partner

Location: Nashville, Tennessee

Education (Undergrad/Grad/Certifications): Wake Forest University Previous Employers/Positions: Deutsche Bank / Vice President, Investment Banking Bio: Prior to founding Hanson Wells Partners, David Hanson was a Vice President in Investment Banking at Deutsche Bank in New York. In his role as a Vice President, Mr. Hanson was responsible for providing investment banking advisory services to both public and private companies in the financial services industry. During his career at Deutsche Bank, Mr. Hanson advised specialty finance, asset management, insurance, and financial technology companies on the issuance of over $5 billion in equity, debt, and convertible securities. He also advised clients on numerous merger and acquisition transactions. Prior to his time at Deutsche Bank, Mr. Hanson was a securitization investment banker at PNC Capital Markets. In that role, Mr. Hanson provided asset backed securities investment banking advisory services to consumer and commercial finance companies in the auto finance, credit card, student loan, and equipment finance sectors, among others. Mr. Hanson began his career on the mezzanine private equity team at Salem Capital Partners. Mr. Hanson received a Bachelor of Arts in Political Science from Wake Forest University where he also studied Analytical Finance. Most Attractive Area of the Market Right Now: U.S. energy names including Oilfield Services and Exploration & Production companies.

Areas of Personal Expertise: Asset Class: Equities. Industries: Financials & Energy. Geography: US.

Least Attractive Area of the Market Right Now: Technology names including Social Media companies.

Languages Spoken: English (fluent), Spanish (semi-fluent), German (basic working knowledge).

Personal Investing Style: Contrarian Long-Term Value. Fund Description: Hanson Wells Partners Fund, LP (“HWP”) is a long-biased, long/short value equity Partnership. - HWP launched Apr. 2012; Based in Nashville, TN; managed by Dave Hanson & David C. Wells, Jr. - All liquid public equities & equity-linked - ~70% net long; Beta 0.54; S&P Correlation 0.62 - Shorting only to manage risk / hedge sector exposures > Target businesses in transition; 50+% upside/idea - Core sector verticals: Consumer, Industrials (Wells) Energy, Financials (Hanson); Cap agnostic - Avoid Healthcare / Tech / emerging markets > Strategy is contrarian, opportunistic value-oriented (not pure quantitative), and long-term focused (target 2-3 year holding period); paired with longterm committed capital. > We focus on delivering long-term outperformance and on avoiding permanent capital loss - Conservatism is highest priority; No leverage used > Unlevered, tax-efficient > Full Partnership mentality: We ‘eat our own cooking’ and make decisions for the long-term - Majority of Principals’ liquid net worth invested in HWP- Unique fee structure: lower friction costs/expenses, and emphasis on being compensated for outperformance Firm Focus: Companies in transition in the consumer, energy, financials, industrials verticals. Firm Strategy: Long-biased long/short equity (100% liquid). Core verticals: consumer, energy, financials, industrials. Strategy is value-oriented (target 50%+ upside per idea), long-term focused (~2-3 yr hold period); paired with long-term committed capital (5yr wtd avg). Conservative / No leverage / Strong alignment of interests / Tax efficient. AUM: Not Disclosed

Fund Disclaimer: Please see appendix.

Past Ideas Submitted on SumZero: Halliburton (NYSE: HAL). Contact Info: [email protected]

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