Endeavoring to Empower Individual Investors
Investing should not be a mystery! Our mission is to make advanced quantitative analytics accessible to all investors to help them make better investment decisions. We believe anyone, with the right tools, can effectively use sophisticated quantitative strategies like the elite investment firms.
Wallace Mathai-Davis, Ph.D.
Chairman & Managing Partner
Wallace is the Chairman & Managing Partner of Quantalytics Research. He has over 35 years of experience as a senior executive in international asset management and merchant banking. Wallace has been responsible for significant investment businesses and substantial investments in the diverse markets of Latin America, Asia, Eastern Europe, and the European Union, in addition to North America.
Wallace was the COO, shareholder and a partner for 16 years of OFFITBANK, a leading independent asset manager and private bank, headquartered in New York, with 7 regional offices including Hong Kong. He was also the Chairman and CEO of the Offit Investment Fund, Inc., a mutual fund complex comprising public funds in diverse specialized and international asset classes. OFFITBANK developed a significant international investment business, focusing largely on then emerging markets and European fixed-income markets. Wallace was Co-Head of Emerging Markets, and OFFITBANK was among the first firms to invest in the newly emerging securities markets of Latin America, Greater China and Eastern Europe. Wallace worked directly with central banks, private banks, corporations, economic development agencies and investors throughout the regions in which OFFITBANK had clients or investments. He negotiated the sale of OFFITBANK to Wachovia Corporation and became a member of the Wachovia Asset Management, Brokerage and Private Banking Management Committee, which was the management forum for all investment management, wealth management, private banking, insurance services, trust services, off-shore asset management and brokerage services for Wachovia Corporation, then the 6th largest bank in the US.
Wallace co-founded and was co-CEO and Board member of ChinaVest Ltd., one of the first independent merchant banks chartered in the People’s Republic of China. ChinaVest Ltd. provided cross-border mergers and acquisitions to global 1000 companies, in addition to Chinese companies. Among ChinaVest Ltd. clients were IBM, John Deere & Co., AIG, Wells Fargo Bank, Scottish & Newcastle, & Mueller & Co. to mention a few. Prior to co-founding ChinaVest Ltd. in Shanghai, he joined the Board of Directors of Mercantile Bancshares and assumed the responsibilities of Chairman of Investment and Wealth Management of the holding company for the specific purpose of restructuring the entire investment, private banking, mutual fund, brokerage and wealth management businesses of the holding company and its subsidiaries.
Over the course of his professional career, Wallace has been involved in a number of successful FinTech initiatives delivering financial services through the use of advanced technologies. For nearly eight years, he was a member of the Supervisory Board of 360 Treasury Systems and an advisor to its CEO. 360T is considered one of the most successful FinTech companies in Germany. It was sold in October 2015 to the Deutsche Boerse (German stock exchange) for nearly $800 million. Wallace remains Chairman of the North American subsidiary, 360 Trading Networks Inc.
Wallace was also a Director of Global Decisions Group, which owned MCM Bond and Currency Market Services and Cambridge Energy Associates. MCM was the leading provider of real time bond and currency research to the sell side. It was sold to Informa, Plc.
Wallace has served on a number of corporate boards in China, the U.S. and Europe, as well as nonprofit boards. He has been closely involved and a Director of a number of non-traditional investment companies including, Hedge-Fund Investment Company; Global Decisions Group; Acorn Derivatives; Plus Funds; Regina Pacific, Ltd. (a Chinese conglomerate), to mention a few.
Wallace has been very active in the non-profit sector. He was the Treasurer of the Board of Trustees at the Cathedral of St. John the Divine in New York City for 13 years, a Trustee of the Public Education Association, and a member of the Advisory Committee of the Sociology Department of Princeton University for over a decade. He is a Senior Advisor of the Max Planck Foundation in Munich, and a member of the IFO Institute
Wallace was a member of the Graduate Research Faculty of Stony Brook University where he won multiple awards as a professor. He is published in academic journals and regularly speaks on investment markets. Wallace is an economic sociologist and holds a Ph.D. and M.A. from Princeton University. He graduated summa cum laude with a B.A. in Philosophy from The University of Notre Dame, where he also held a National Defense Fellowship for Soviet Studies.
Stephen Mathai-Davis, CFA, CQF
Chief Investment Officer & Managing Partner
Stephen is the Chief Investment Officer and Managing Partner of Quantalytics Research. He is a CFA® charterholder and a member of the CFA Institute, CQF Institute, the New York Society of Security Analysts and the Society of Quantitative Analysts.
Stephen’s investment expertise and approach involve designing specialized multi-factors quantitative and qualitative analytics and multi-asset options-volatility strategies. Stephen has significant global investing experience and is widely traveled in the global markets of Latin America, India, South-East Asia, South Asia, Russia, Western Europe and Japan.
Stephen was previously a top performing analyst at PineBridge Investments (formerly AIG investments) with research responsibilities covering global consumer/media, energy, infrastructure, utilities, and telecommunications.
Prior to joining PineBridge Investments, Stephen served as the sole trader for the hedge fund group, Sunridge Capital Advisors, a start-up financials-focused investment management firm. He began his career at Sandler O’Neill & Partners as an insurance and equity trader.
Stephen is multilingual and a published writer. He has published 3 white papers discussing the application of economic profit as a valuation metric in inefficient markets, the concept of Active Share and its application to portfolio construction, and the benefits of a concentrated approach to investing in public equities and the diminishing impact of diversification on idiosyncratic risk.
Stephen earned a B.A. in International Studies with a concentration on Latin America, Middle East, and South Asia from Johns Hopkins University.
Managing Director & General Counsel
Richard is a Managing Director & General Counsel at Quantalytics Research. He was a partner in Troutman Sanders LLP, a leading international law firm, and, previously, the head of the corporate practice group of a highly-regarded, mid-sized law firm based in New York City, where he was a member of its executive committee for many years.
Richard’s practice specialties were 1940 Act investment company law and corporate mergers and acquisitions. He has advised on the organization, operation and structuring of numerous domestic and foreign private funds, including investment, hedge and private equity funds. In his corporate practice, he was counsel in a wide range of minority and co-investments, acquisitions, divestitures and joint ventures. Richard has worked closely with Wallace for over twenty years.
Richard has a B.A. From Wittenberg University and a J.D. From New York Law School, where he was Editor-in-Chief of the Law Review. He is an art museum docent, and mentors young adults having psychological disorders.
Product Development & Subscriber Services
Paul is a Managing Director & Head of Product Development & Subscriber Services at Quantalytics Research. He has close to 25 years of experience in the investment banking and brokerage industry, holding a number of key senior positions at various firms. Paul over the course of his career led the launch of new products at broker/dealers and established an entire broker/dealer.
Paul most recently spearheaded the launch and development of the International Equity Sales team at Banco Votorantim, Brazil’s third largest privately owned bank. Prior to his arrival, Votorantim never had an equities product in the United States. He oversaw the expansion of the team as the client base expanded in the US.
Previous to Votorantim, Paul relaunched Unibanco’s US equities brokerage and investment banking products in 2004 where he led the placement of over US$12b in new equity offerings, greatly expanding that product in the US. Prior to Unibanco, Paul helped launch Banco Itau’s US broker/dealer in 2003, where he launched their equity/trading products and helped design all the processes for the new broker/dealer. Previous to Itau, he spent 9 years with Garantia, the leading Brazilian investment bank in the 1990s, who were acquired by Credit Suisse during his time there.
Paul speaks fluent Portuguese and functional Spanish. He is an avid endurance cyclist and fitness enthusiast who also enjoys building his model railroad.