Corporate Board Profile
Tech Score: 9/100
1 mention(s) identify PREMA MATHAI-DAVIS as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| Invesco Bond Fund | 2024-07-02 | Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund. | Co-Founder & Partner of Quantalytics Research, LLC, a FinTech Investment Research Platform, indicating experience in technology and finance. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-07-18 | Dr. Prema Mathai-Davis (1950) - Nominee - Retired - Formerly: CEO, YWCA of the U.S.A. - Compensation: $370,400 - Number of Funds Overseen: 140 |
| 2015-07-09 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2016-07-20 | Dr. Prema Mathai-Davis - 1950 Trustee Retired; Chair of the Valuation, Distribution and Proxy Oversight Committee; Member of the Governance Committee. |
| 2017-07-26 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Chief Executive Officer, YWCA of the U.S.A. |
| 2018-06-25 | Prema Mathai-Davis - 1950 Trustee Retired. The members of the Governance Committee are Messrs. Crockett and Fields (Chair), Mss. Hostetler and Stern and Drs. Jones and Mathai-Davis (Vice Chair). The members of the Investments Committee are Messrs. Arch (Vice Chair), Crockett (Chair), Fields, Flanagan, Stickel, Taylor, Troccoli (Vice Chair) and Wilson, Mss. Hostetler, Ressel and Stern and Drs. Jones (Vice Chair) and Mathai-Davis. The members of the Valuation, Distribution and Proxy Oversight Committee are Messrs. Fields and Wilson, Ms. Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). |
| 2019-07-05 | Dr. Prema Mathai-Davis - 1950 Trustee Retired. Co-Owner & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor) Prior to her retirement in 2000, Dr. Mathai-Davis served as Chief Executive Officer of the YWCA of the USA. Prior to joining the YWCA, Dr. Mathai-Davis served as the Commissioner of the New York City Department for the Aging. She was a Commissioner of the Metropolitan Transportation Authority of New York, the largest regional transportation network in the U.S. Dr. Mathai-Davis also serves as a Trustee of the YWCA Retirement Fund, the first and oldest pension fund for women, and on the advisory board of the Johns Hopkins Bioethics Institute. Dr. Mathai-Davis was the president and chief executive officer of the Community Agency for Senior Citizens, a non-profit social service agency that she established in 1981. She also directed the Mt. Sinai School of Medicine-Hunter College Long-Term Care Gerontology Center, one of the first of its kind. The Board believes that Dr. Mathai-Davis extensive experience in running public and charitable institutions benefits the Funds. |
| 2020-06-18 | Prema Mathai-Davis - 1950 Trustee Retired. Formerly: Co-Owner & Partner of Quantalytics Research, LLC (a FinTech Investment Research Platform for the Self-Directed Investor) The Governance Committee is composed of Messrs. Crockett, Fields (Chair), LaCava, Vandivort and Wilson, Ms. Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Investments Committee is composed of Messrs. Arch, Crockett (Chair), Fields, Flanagan, LaCava, Motley, Troccoli, Vandivort, Vaughn and Wilson (Vice Chair), Mss. Brown, Hostetler (Vice Chair), Krentzman, Ressel and Stern (Vice Chair) and Drs. Jones and Mathai-Davis. The Valuation, Distribution and Proxy Oversight Committee is composed of Messrs. Fields, Motley, Vandivort and Wilson, Ms. Brown and Stern and Drs. Jones (Vice Chair) and Mathai-Davis (Chair). Compensation received by the Trustees of the Funds as of fiscal year ended February 29, 2020 is shown on Annex B. |
| 2021-06-22 | Dr. Prema Mathai-Davis has been a member of the Board of Trustees of the Invesco Funds since 1998. The members of the Compliance Committee are Mss. Brown, Krentzman (Chair), and Ressel (Vice Chair) and Dr. Mathai-Davis. The Governance Committee members include Dr. Mathai-Davis. The Investments Committee members include Dr. Mathai-Davis. |
| 2022-06-22 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC; Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department for the Aging; Board member of Johns Hopkins Bioethics Institute Number of Funds Overseen: 190 Other Trusteeships: Member of Board of Positive Planet US and HealthCare Chaplaincy Network Compensation: $398,989 |
| 2023-06-20 | Prema Mathai-Davis - 1950 Trustee Retired Formerly: Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund; CEO of YWCA of the USA; Board member of the NY Metropolitan Transportation Authority; Commissioner of the NYC Department of Aging; and Board member of Johns Hopkins Bioethics Institute The Board believes that Dr. Mathai-Davis' extensive experience in running public and charitable institutions benefits the Funds. |
| 2024-07-02 | Co-Founder & Partner of Quantalytics Research, LLC, (a FinTech Investment Research Platform for the Self-Directed Investor); Trustee of YWCA Retirement Fund. |
Data sourced from SEC filings. Last updated: 2025-07-01