Stephen Mathai-Davis, Cfa, Cqf Email & Phone Number

Greater New York City Area, Us

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Acquired by Forbes Global Media Holdings, LLC in October 2019https://www.forbes.com/sites/forbespr/2019/12/02/forbes-takes-majority-stake-in-quantalytics-aiQuantamize, LLC is an online quantitative investment research portal. We are seeking to level the playing field for individual investors by democratizing access to advanced multi-factor and AI-powered models applied across many asset classes including stocks, options, and ETFs and now to the emerging asset class of cryptocurrencies. Quantamize empowers individual investors with Quant research to help them make better informed decisions for their investor portfolios.

Privately held global merchant bank providing financial advisory and investment solutions• Develop Centauri’s global multi-asset “quantamental” investment strategy and approach, with an emphasis on emerging markets and quantitative value analytics• Design specialized multi-factor quantitative value models using Artificial Intelligence/Machine Learning techniques• Employ select advanced volatility models and design multi-asset investment strategies employing these volatility models• Construct multi-asset options-volatility strategies with an emphasis on trading skew and incorporates advanced exotic option structures• Oversee and supervise the firm’s research• Developed multi-asset strategies for a pan-regional Latin America Integrated Fund and Latin America Micro-Cap Fund• Authored a white paper discussing the application of economic profit as a valuation metric in inefficient markets like Latin America• Authored a presentation discussing the application of Alpha Shorts in inefficient markets like Latin America• Authored a study of the shifting dynamic of consumer trends in Peru• Advised a leading Uruguayan real estate developer and infrastructure company by designing and developing a 5-year investment strategy and financial assessment• Developed the investment and financial strategy for an Argentine-Uruguayan agricultural co-venture

New York, Us

• Co-covered consumer staples and consumer discretionary sectors for both US and Developed European region: maintained a minimum of 5-6 stock recommendations across sectors for both regions. • Authored white paper discussing concept of "Active Share" and how it can be used to distinguish top-performing active managers.• Authored white paper highlighting the benefits of a concentrated approach to investing in US equities.• Previously, covered Utilities and Energy sectors for the US portfolio.

Us

• Responsible for all execution, equities (listed and OTC stocks) and options. • Monitored principal positions, daily P&L, short interest for portfolio, and broker commission payment schedule.• Assisted in covering US-based thrifts and mortgage REITs with Senior Portfolio Manager. • Created morning note that included all news, economic summary, and market analysis.• Managed commission payment schedule.• Reconciled trades and trade breaks every morning with Operations group. • Organized and structured trading systems.

Minneapolis, Minnesota, Us

Formerly, Sandler O'Neill & Partners• Traded listed and OTC stocks. Worked with Insurance and Southeast Bank and Thrift Nasdaq Traders. • Monitored principal positions and P&L, and worked customer orders. • Advertised trades for entire desk that were not initially advertised on trade date. • Updated firm daily on large block trades transacted on the desk after market close.• Managed trading front-end system, all FIX connections with customers, Bloomberg screens and terminals.