Active Allocator Holdings (ActiveAllocator) has appointed Ken Shoji (pictured), as a member of its advisory board, effective immediately.
Sameer Jain and Brian Jones, ActiveAllocator’s co-founders, say: “We are privileged and delighted to welcome Ken Shoji to our advisory board. Mr Shoji is a seasoned C-level executive who has demonstrated enormous ability to build constructive associations with sophisticated investors. He has pioneered, developed and implemented innovative approaches in asset allocation as well as portfolio strategy with alternative investments. Mr Shoji’s experience complements an already outstanding advisory board, helping us to execute our business plan clearly and efficiently.”
Shoji is a Managing Director and the Chief Investment Officer of View Capital Advisors. Prior to joining View Capital, he was the founder and Managing Partner of Stissing Lake Advisors, an investment advisory firm working with family offices and institutional investors. Shoji has over 30 years of experience in asset management and investment banking. He has served as the Chief Operating Officer of GSB Podium Advisors, a SEC-registered hedge fund, Head of the Alternative Investment Group for Dresdner Kleinwort, and a Managing Director at The Mayfair Group, a private alternative investment firm. He has also held positions in derivative sales and trading at Deutsche Bank, Bankers Trust Company and JP Morgan, in New York, London and Tokyo. Shoji is a CFA charter holder and graduated with a MA with Honours from the University of Edinburgh and a MBA from the Harvard Business School.
Shoji says: “I am delighted to have the opportunity to advise ActiveAllocator. Independent financial advice channels, including newer organisational forms built around digital advice and e-delivery, are fast gaining market share from and within traditional captive channels. ActiveAllocator brings superior personalised asset allocation and portfolio construction practices to the affluent customer segment at a fraction of the cost of less comprehensive platforms. Personalised financial advice and customszed asset allocation delivered efficiently and at a reasonable price, is going to be a key weapon in the battle against irrelevance and disintermediation. I see enormous potential to broaden ActiveAllocator’s profile, as well as support the firm’s expansion in the evolving FinTech space.”