About Us

• MoneyDesign: CIO 2013‒22, CTO 2013‒15, Malaysia CIO 2018-22. 
  　　Japan’s 1st robo-advisory company and current 2nd largest.
  　　Created/managed 3 roboadvisors in Japan & Malaysia. 
  　　Introduced AI/ML into industry. Patent for tax optimization algo.

• 27 years of experience in asset management industry
  　　 (Nomura Sec(NY/TKY), Asuka AM, MU Investments)

• MPhil(Math), MS(Plasma Physics), BS(Applied Math; fastest graduation in history), Columbia Univ; CFA

G. Malcolm Schreiber

• Start-up arena via Equity Crowd Funding deal sourcing & value up, 　　
  eventually sold the entity to Japanese mid-size broker/dealer. (2018-2022)

• Key members of various start-ups as CEO, COO & IR head such as 　
  　　Asuka AM including 3 of his own start-ups

• Fixed income sales at Merrill Lynch (NYC), Goldman Sachs (NYC&HK).

• Originally Sumitomo Trust & Banking (TKY&NYC)

• MBA, MIT Sloan; BA (Economics), Keio Univ

Mitsutomo Watanabe

• Smart Trade: Compliance officer, 2022-24 

• 38 years of experience in securities industry

• Fixed income trader (HSBC, New Japan Sec, Credit Lyonnais)

• Risk manager (HSBC, Tokyo Star Bank) 

• MS (Economics), Waseda Univ

Jun Yamada

• Cboe Japan (Japanese subsidiary of US exchange Cboe Global Markets, 2017–2026): Representative Director & President. Challenged the Tokyo Stock Exchange's quasi-monopoly in Japan, which sharply contrasts with the competitive exchange landscapes of other developed markets.

• Rakuten Investment Management (2012–2017): Representative Director & President. Contributed to paving the way for the current nationwide asset management momentum behind NISA and iDeCo.

• Shinsei Bank (now SBI Shinsei Bank) (2002–2010): Held key asset management leadership roles, including Head of the Asset Management Group. Spearheaded the introduction of investment products for retail and institutional investors while overseeing asset management subsidiaries.

• Nomura Securities (1988–2001): Primarily based in New York, focusing on product development and fund management.

• Certified Securities Analyst in both USA and Japan (CMA & CFA)

• B.S. in Engineering, The University of Tokyo (1988); MBA, Columbia Business School (1994)

Toru Irokawa