Lecturer Team

Spark Investment Academy – Lecturer Team Profiles

Michael R. Wallace

Lead Instructor at Spark Investment Agency & Expert in Investment Strategy and Risk Management & Co-Advisor of the StarSpark Quantitative Trading System

Michael brings over 18 years of global asset management experience and is a core expert at Spark Investment Agency. He is also a key advisor to the StarSpark system’s investment logic and risk framework. Michael has worked with several prestigious investment banks and hedge funds in North America, focusing on multi-asset allocation, quantitative factor research, and the construction of risk control systems.

Prior to joining Spark Investment Agency, Michael held the following roles:

- Head of Macro Strategies at CrossPoint Capital (USA), responsible for global equities, futures, FX, and commodities asset allocation and risk framework design.

- Senior Investment Advisor at UBS Institutional Investment Division, providing multi-asset portfolio management and long-term wealth planning for high-net-worth clients and institutions.

- Director of Research at QuantEdge Labs (New York), where he led the development of risk forecasting models, drawdown control modules, and multi-factor stock selection systems.

Michael is highly experienced in investment education. He has lectured at multiple business schools and institutions, training over 3,000 investors in systematic courses. He specializes in simplifying complex investment models into logical frameworks, helping learners build a complete system from asset cognition and risk understanding to strategy execution and long-term portfolio management.

In the StarSpark ecosystem, Michael is responsible for:

Designing the theoretical framework of risk management logic
Calibrating and guiding the training of multi-factor screening models
Reviewing and delivering the core investment education curriculum
Designing strategies and case studies for advanced courses
Advising institutional users on risk diagnostics and analysis frameworks

Educational Background:

M.S. in Financial Engineering, Columbia University
B.A. in Economics, University of Michigan

Areas of Specialization:

Multi-Asset Investment Strategies
Risk Management and Portfolio Optimization
Quantitative Factor Models
Behavioral Finance and Market Structure Analysis
Long-Term Asset Allocation (LAA/SAA)

Teaching Style:

Clear theoretical structure with strong logical emphasis
Emphasizes risk-first approach and rational decision-making
Practical, case-based teaching aligned with real financial markets
Focuses on building holistic investor capability, not just individual strategies

Michael is one of the most representative instructors at Spark Investment Agency. Many students regard him as a “mentor in investment thinking.” Within the StarSpark ecosystem, he serves as both a core educator and a professional advisor.

Lecturer Team

Spark Investment Academy – Lecturer Team Profiles

Speaker｜Michael R. Wallace

Associate Speaker｜Jonathan Hale

Speaker 3｜Christopher Meyers

Assistant｜Kelly Dawson

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