Ideas, Insight, Connections

DeMatteo Research is an independent broker-dealer founded in 1998 providing research services to the institutional investment community. Products offered include buy side idea forums and a boutique consultant network from which we host targeted conference calls and 1x1 consultations. All products adhere to rigorous compliance protocols.
Clients
Consultants
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Idea Generation

We curate targeted ideas forums to source ideas and foster relationships for the institutional investment community globally. Download examples in pdf format organized by sector below.
Consumer
Credit
Energy
Event-Driven
Financials
Healthcare
Industrials
TMT

Connectivity

Our platform and investor relationships are a valuable tool clients leverage to speak with professional investors around the world. Whether it’s comparing research on a new investment or speaking with an investor that doesn’t share your sentiment, we provide our clients with connectivity to intelligent investors that will foster meaningful relationships.
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Primary Research

We’ve established a boutique network of unique industry experts for our clients to access. Understanding that each client’s research process is unique, our tailored recruiting facilitates conversations with experts to suit each request.
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Events

We host hundreds of conference calls and in-person meetings with thought leaders to facilitate actionable and thought provoking conversations. Our experienced team cohesively develops events to provide insight into compelling investments, misunderstood and controversial companies.
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What We Do

OUR INFORMATION ECOSYSTEM
IDEASPRIMARY RESEARCHCONNECTIVITY
Our information flow is an ECOSYSTEM driven by idea presentations that spark deeper dive conference calls with consultants in our network as well as client-to-client and expert-to-client connectivity that generates new theses.
We curate targeted forums to source ideas and foster relationships for the institutional investment community globally. The client to client conversation continues in the discussion panel on our secure portal and in requested direction conversations.
We’ve established a boutique network of unique industry experts for our clients to access. Understanding that each client’s research process is unique, our tailored recruiting facilitates conversations with experts to suit each request.
Our platform and investor relationships are a valuable tool clients leverage to speak with professional investors around the world. Whether it’s comparing research on a new investment or speaking with an investor that doesn’t share your sentiment, we provide our clients with connectivity to intelligent investors that will foster meaningful relationships.
Our information flow is an ECOSYSTEM driven by idea presentations that spark deeper dive conference calls with consultants in our network as well as client-to-client and expert-to-client connectivity that generates new theses.
The DeMatteo Research Ecosystem
IDEAS

We curate targeted forums to source ideas and foster relationships for the institutional investment community.

PRIMARY RESEARCH

We’ve established a boutique network of unique industry experts we host for events and clients can access 1x1.

CONNECTIVITY

Our platform and investor relationships are a tool clients leverage to speak with other professional investors.

The DeMatteo Research Ecosystem
PRIMARY RESEARCH

We’ve established a boutique network of unique industry experts we host for events and clients can access 1x1.

IDEAS

We curate targeted forums to source ideas and foster relationships for the institutional investment community.

CONNECTIVITY

Our platform and investor relationships are a tool clients leverage to speak with other professional investors.

Our Portal
…is utilized to search for ideas sourced from hundreds of buyside investors, primary research to aid clients research processes, and to create dialogue with other investors.

Compliance

The trust and protection of our clients and consultants is a top priority. We work with each client’s compliance framework while providing the necessary technology for compliance oversight and usage management. Our products adhere to rigorous compliance protocols that meet industry best practices.
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Our Firm

Joseph dematteo

CEO

andrew peters

Director of Sales

HANS NOERING

Director of Research

ARTUR Kurasiewicz

CFO

RYAN HRABUSA

Compliance

AMY TSAO

Senior Research Director

Jeremy chinman

Research

Giving Back

Over the years, DeMatteo Research has had the pleasure of investing alongside some passionate philanthropists from the investment community. It has been a core principle of the firm to contribute with our dedicated friends, many of whom have committed their funds to improve the world in the areas of educational opportunities, scientific research, child psychology, veteran support, and many other worthy efforts.
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The following organizations are among those that have received our support in the last year:

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