David Heger, Cfa Email & Phone Number

St. Louis, Mo, Us

Greater St. Louis Area

Greater St. Louis Area

Created sales processes and procedures for a start-up software company that is targeting institutional investors and fund managers. Helped develop marketing plans with professor from Washington University who originated the analytical process from which the software product is derived.

Greater St. Louis Area

Buy-side analyst covering the Technology sector for three small cap equity funds.Monitored industry trends and assessed business strategies and outlooks for small cap companies in area of coverage. Estimated operating results for companies of interest and determined appropriate valuation via financial models.Communicated stock purchase or sale recommendations to portfolio managers based on fundamental analysis and assessment of business opportunity.

Greater St. Louis Area

Assistant Portfolio ManagerCo-managed a socially responsible, small cap core fund which was benchmarked against the Russell 2000 indexPerformance during the one full year (2008) I co-managed the fund:SRI fund return = -30.3%Russell 2000 return = -33.8%Outperformance = 3.5%2008 performance ranked #10 out of 162 small cap core fundsEquity AnalystBuy-side analyst covering the Technology sector and Telecommunications Services industry.Monitored industry trends and assessed business strategies and outlooks for small cap companies in areas of coverage. Estimated operating results for companies of interest and determined appropriate valuation.Communicated stock purchase or sale recommendations to portfolio managers based on fundamental analysis and assessment of business opportunity.Average return of shadow portfolio (recommended stocks purchased in Kennedy Capital portfolios) over 7 year period (2002 – 2008) vs. industry benchmark:Shadow Portfolio = 1.9%Benchmark = -5.2%Outperformance = 7.1%

Greater St. Louis Area

Sell-side equity analyst with experience following the telecommunications equipment industry and the competitive local exchange carrier (CLEC) industry.Estimated operating results for companies under coverage to determine appropriate valuation.Stayed apprised of industry trends and potential impact on individual companies.Wrote recommendations on a regular basis in research notes and reports.Supported nationwide base of 7,000 retail brokersActively marketed to institutional clients.Wall Street Journal All Star for Telecom Services coverage – 1998.

Greater St. Louis Area

Assessed the business opportunity for consulting clients seeking to enter the CLEC industry and made recommendations about constructing networks in particular cities.Modeled capital expenditure requirements and operating projections for ten-year business plans.Developed network deployment plans for CLEC operations.Provided technical and financial due diligence for clients considering telecommunications investments.

Greater St. Louis Area

Manager-Long Range Technical PlanningDecember 1993 to May 1995Developed three-year Infrastructure Deployment Plan for St. Louis Market Area.Prepared for executive approval a business case that justified proposed network investments.Coordinated facility deployment with field personnel.Manager-Network Sales SupportJanuary 1991 to November 1993Provided technical support to sales force, designed customer-specific fiber optic networks and applied emerging technologies to meet customer transport requirements.Assisted sales team in presenting designs to customers.Estimated project costs and performed financial analysis.Led project implementation team.Manager-Transmission Equipment EngineeringJuly 1990 to December 1990Estimated costs for telecommunications equipment installations and budgeted these costs into appropriate accounts.Ordered equipment and tracked progress of individual installation jobs.Monitored accounting ledger for accuracy.Manager-Design and Switching EngineeringJuly 1989 to June 1990Examined financial viability of new services based on initial investment, ongoing expenses and forecasted revenue.Studied operations practices and recommended methods that reduced expenses without jeopardizing equipment utilization.

Mba, Finance

Be, Civil Engineering