ACG NY VVIP Luncheon - Invite only

Wallace Mathai-Davis is a financial entrepreneur and has over 35 years of experience as a senior executive and advisor in FinTech, international asset management, with a focus on China, wealth management and merchant banking.  He is a multi-national investment professional who has lived in Germany, China, and Chile and speaks three languages. He has been responsible for significant investment businesses and substantial investments in the diverse markets of China, the European Union, Latin America, Asia ex-Japan, and Eastern Europe, in addition to North America. 

Wallace is the co-founder, and was Chairman & Managing Member of Quantalytics Research, LLC , with the brand name Quantamize.com.   Quantamize was a first-to-market, state of the art, AI & multi-factor quantitative investment research platform.  It has been ranked the #1 best retail alternative to a Bloomberg terminal.  Quantamize presented individual investors specialized investment ideas, recommendations and analytics for over 10,000 global stocks from 30 countries, concentrated theme-based stock portfolios, numerous options strategies, 3,000 ETFs and 100 cryptos, using advanced AI and multi-factor analytics.  

Forbes Global Media Holdings acquired a controlling stake in Quantamize in October of 2019. The firm is being rebranded as Q.ai with expanded product offerings.  Q.ai, the rebranded firm, is now recognized as a leader in the FinTech AI movement. Wallace is on the Board of Directors of Q.ai

Wallace has been an early adopter of technology and quantitative solutions in the asset and wealth management industries. He has been involved in a number of successful FinTech initiatives delivering financial services through the use of advanced technologies. Wallace is Chairman of 360 Trading Networks Inc, the North American subsidiary of 360 Treasury Systems (the largest FX ECN in Europe). He was a member of the Supervisory Board of the parent 360 Treasury Systems in Germany for many years and a principal advisor to its CEO.  360T is one of the most successful FinTech companies in Germany. It was sold in October 2015 to the Deutsche Boerse for nearly $800 million.  

Corey Massella has more than twenty-five years of experience as an entrepreneur, tax, and business advisor, and as a specialist in SEC accounting and audit services. Additionally, Corey has experience serving as a Private Equity and Technology Industry Group Practice Leader for a Top Twenty accounting firm. 

Corey has successfully guided his clients through all facets of the mergers and acquisitions transaction cycle to help them make critical decisions, while ensuring transactions are strategic and seamless. He has deep experience advising private equity funds, hedge funds, banks, broker-dealers, investor relations firms, and various other financial services companies. As a business consultant, Corey has worked with CEOs and CFOs, as well as the boards of both public and private clients. He has performed due diligence and negotiations on both the buy and sell sides. Corey also has experience preparing business plans and initial public offerings (IPO), and with cash flow and productivity analysis to help scale businesses for growth, as well as extensive knowledge and experience in complex tax structuring and planning.