Wallace Mathai-Davis

Chairman at Shepherd Kaplan LLC

Wallace Mathai-Davis

Wallace Mathai-Davis

Chairman at Shepherd Kaplan LLC

Overview
Career Highlights

Offitbank, Inc.
GIA Trading Group
Shepherd Kaplan LLC

RelSci Relationships

347

Number of Boards

7

Contact Data
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Relationships
RelSci Relationships are individuals Wallace Mathai-Davis likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Partner at Shepherd Kaplan LLC

Relationship likelihood: Strong

Partner at Shepherd Kaplan LLC

Relationship likelihood: Strong

Chief Investment Officer & Managing Director-Research at Shepherd Kaplan LLC

Relationship likelihood: Strong

Senior Advisor at Shepherd Kaplan LLC

Relationship likelihood: Strong

Principal, Senior Investment Advisory Consultant & Director of Planning at Shepherd Kaplan LLC

Relationship likelihood: Strong

Former Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Relationship likelihood: Strong

Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Relationship likelihood: Strong

In The News
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July 15, 2015
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Wallace Mathai-Davis
Chairman at Shepherd Kaplan LLC
Education
BA in Philosophy & Modern Languages, Maxima cum laude

Notre Dame is a leading American research university that offers undergraduate, professional, and graduate students a unique academic environment. Enriched by Catholic intellectual and cultural traditions, it is a place that throughout its history has promoted excellent teaching. Notre Dame stands on 1,250 acres considered by many to be among the most beautiful possessed by any university in the nation. From the collegiate Gothic architecture and park-like landscape to exquisite outdoor sculpture and breathtaking views, Notre Dame's campus is a visual splendor.

PhD

Princeton University is a vibrant community of scholarship and learning that stands in the nation's service and in the service of all nations. Chartered in 1746, Princeton is the fourth-oldest college in the United States. Princeton is an independent, coeducational, nondenominational institution that provides undergraduate and graduate instruction in the humanities, social sciences, natural sciences and engineering. As a world-renowned research university, Princeton seeks to achieve the highest levels of distinction in the discovery and transmission of knowledge and understanding. At the same time, Princeton is distinctive among research universities in its commitment to undergraduate teaching. Today, more than 1,100 faculty members instruct approximately 5,000 undergraduate students and 2,500 graduate students. The University's generous financial aid program ensures that talented students from all economic backgrounds can afford a Princeton education.

Memberships
Member
Current

The New York Academy of Sciences is a membership organization with over 25,000 members in 140 countries. They include research scientists at universities and industry, as well as representatives of business, government, and policy organizations. Our Board of Governors and President's Council include 27 Nobel laureates and other prominent leaders of academia and industry, based in New York and around the world.

Member
Current
Career History
Chairman
2011 - Current

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Co-Founder
Prior

ChinaVest is an active manager which invests in innovative companies in a range of sectors including precision manufacturing, consumer services, communications, logistics and supply chain solutions and information technology. Their geographic focus is on Greater China (PRC, Taiwan, Hong Kong) and the US.The firm seeks to invest USD 2-5 million in early-stage companies or USD 5-15 million in mature companies with an enterprise value of USD 25-400 million. They take majority and minority stakes in their investee companies, providing financing for early, expansion-stage and management buyouts.ChinaVest partners with their investee companies to source add-on acquisition opportunities and assist with their growth initiatives. They also invest in mezzanine securities in middle market Chinese companies.The firm generally exits their investments through IPOs and strategic sales.

Chairman & Chief Executive Officer
Prior
Boards & Committees
Chairman
Current

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Chairman
Current

360 Trading Networks, Inc. provides web-based trading technology. Its trading technology enables clients to trade otc financial instruments, particularly foreign exchange, short term money market products and interest rate derivatives. The firm's solutions are used by asset managers, commercial and private banks. The company was founded in 2006 and is headquartered in New York, NY.

Chairman & Chief Executive Officer
Prior
Member, Board of Trustees
Current
Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$5,000 - $10K
2006
Investments
Details Hidden

ChinaVest is an active manager which invests in innovative companies in a range of sectors including precision manufacturing, consumer services, communications, logistics and supply chain solutions and information technology. Their geographic focus is on Greater China (PRC, Taiwan, Hong Kong) and the US.The firm seeks to invest USD 2-5 million in early-stage companies or USD 5-15 million in mature companies with an enterprise value of USD 25-400 million. They take majority and minority stakes in their investee companies, providing financing for early, expansion-stage and management buyouts.ChinaVest partners with their investee companies to source add-on acquisition opportunities and assist with their growth initiatives. They also invest in mezzanine securities in middle market Chinese companies.The firm generally exits their investments through IPOs and strategic sales.

Events
Speaker
Tiger 21 Group Meetings

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