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

413

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

Former Partner at Shepherd Kaplan LLC

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Former Partner 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

Chairman & Chief Executive Officer at ChinaVest Ltd.

Relationship likelihood: Strong

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Wallace Mathai-Davis
Chairman at Shepherd Kaplan LLC
Education
BA in Philosophy & Modern Languages, Maxima cum laude
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 - ?

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
Member, Executive Committee
Prior
Director
Tenure Unconfirmed
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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