Dan Hellberg
Analyst-Equity at Aletheia Analyst Network Ltd. (Research Firm US)
Profile
Mr. Dan Hellberg is a Senior Analyst at Aletheia Analyst Network Ltd.
He joined the firm in February 2019.
He has worked in Asian equity research for over 20 years.
Mr. Hellberg has covered Asian logistics companies on the sell and buy side after initially entering the industry as an analyst at a shipping company.
As Head of Research for UBS in Taiwan he maintained the bank's #1 Institutional Investor ranking in equity research before returning to the US to work on the UPS IPO, at the time the largest IPO in US history.
In his recent work as an independent analyst, he has focused on the parts of the logistics sector where "'new" and "old" economies intersect, such as the Chinese express delivery firms that are closely tied to the growth of e-commerce.
He is also interested in how (or whether) new technologies can help solve the long-standing challenges facing traditional transportation companies.
He earned a degree in East Asian Studies at Yale College.
Dan Hellberg active positions
| Companies | Position | Start |
|---|---|---|
| Aletheia Analyst Network Ltd. (Research Firm US) | Analyst-Equity | 01/02/2019 |
Former positions of Dan Hellberg
| Companies | Position | End |
|---|---|---|
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | 18/04/2001 |
APL Ltd.
 APL Ltd. Marine ShippingTransportation APL Ltd. engages in the provision of ocean shipping and container transportation services. It offers service finder, ocean alliance, refrigerated cargo, hazardous cargo, project and oversized cargo and US flag services. The company was founded in 1848 and is headquartered in Scottsdale, AZ. | Corporate Officer/Principal | 31/12/1993 |
Aletheia Capital Ltd.
 Aletheia Capital Ltd. Investment ManagersFinance Aletheia Capital Ltd. is a Chinese investment research company founded in 2018. The private company is based in Hong Kong, HK. and has a global presence of subsidiaries in several regions. Aletheia Capital provides investment research services. | Analyst-Equity | - |
Training of Dan Hellberg
| Yale University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
APL Ltd.
APL Ltd. Marine ShippingTransportation APL Ltd. engages in the provision of ocean shipping and container transportation services. It offers service finder, ocean alliance, refrigerated cargo, hazardous cargo, project and oversized cargo and US flag services. The company was founded in 1848 and is headquartered in Scottsdale, AZ. | Transportation |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Aletheia Capital Ltd.
Aletheia Capital Ltd. Investment ManagersFinance Aletheia Capital Ltd. is a Chinese investment research company founded in 2018. The private company is based in Hong Kong, HK. and has a global presence of subsidiaries in several regions. Aletheia Capital provides investment research services. | Finance |
| Aletheia Analyst Network Ltd. (Research Firm US) | Finance |
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