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Brian Moss
Investor - Alternative Investments - Private Wealth Management - Risk Management
Professional Background
Brian Moss is a highly accomplished finance professional and entrepreneur with a rich background in economics and an impressive career trajectory that spans over two decades in the financial services industry. As the Managing Director and Founder of Soaring Capital Management, LLC, Brian has established a reputation for excellence in investment management and strategic asset allocation. His leadership at Soaring Capital has been instrumental in driving investment growth and delivering exceptional results for clients.
Prior to founding Soaring Capital, Brian served as the Senior Vice President at Masterworks.io, a leading platform for investing in fine art, where he played a key role in expanding the company’s market presence and enhancing its investment offerings. His extensive experience also includes significant roles at reputable financial institutions, including Barington Capital Management, where he was a Partner, and Optima Fund Management, where he served as Managing Director overseeing US institutional clients. Brian's expertise in alternative investments and risk management saw him excel at MSCI Inc., where he was a key player in the Alternative Investment Risk Management Business.
Brian's career began with UBS Investment Bank, where he worked as a Co-Manager on the Fixed Income Strategy Desk. His analytical skills were further honed during his tenure at Thomson Reuters, serving as the Director of the Fixed Income Product Group. Here, he contributed to enhancing the capabilities of fixed-income product analyses, which were instrumental for investment decision-making among traders and portfolio managers.
Education and Achievements
Brian Moss attended Union College, where he studied in the Honors program with a focus on Economics. His sound academic foundation in economics has equipped him with the analytical prowess necessary to navigate complex financial markets and drive successful investment strategies.
Throughout his career, Brian has consistently demonstrated a commitment to excellence and innovation. His roles across various prestigious organizations have not only refined his skills in investment management but have also positioned him as a thought leader in the industry. At each organization, he has contributed to the development of robust financial products while ensuring that client needs are met with the utmost professionalism and expertise.
Achievements
Brian's notable achievements extend beyond simply holding prestigious positions. He has been instrumental in the strategic growth of every organization he has been a part of, particularly in enhancing investment performance and client relationships. As the Founder of Soaring Capital Management, Brian has launched an investment firm that exemplifies high standards of integrity and transparency, attracting a diverse clientele who are seeking insightful investment opportunities in various asset classes.
His work at Masterworks.io showcased his ability to innovate within niche markets, such as the intersection of art and finance, helping to democratize access to investment in art while ensuring that it aligns with the financial goals of investors. Furthermore, Brian's experience at Barington Capital Management and Optima Fund Management underscores his proficiency in managing institutional relationships and catering to the unique investment strategies required by large clients. This balanced experience across both institutional and entrepreneurial facets of finance makes Brian a well-rounded figure in the investment community.
Highlights
Happy Thanksgiving!
I feel very thankful for my family, friends, clients, health and my dog (Ginger). Ginger brings us so much joy and reminds me to be in the moment.
This year in particular I am not taking for granted that I have a home, that we feel safe where we live, have access to food and healthcare, and that my children have access to quality education.
Today, we are the beneficiaries of so many incredible advancements in technology, biotech/healthcare, space, transportation, software, communications and many others. Most of these discoveries have made our lives easier and more abundant than ever.
In just the past 70 years life expectancy has increased by approximately ten years! These advancements are incredible and give me tremendous hope for the future.
Despite wars, poverty, inequality, political unrest, climate change, etc. we should be grateful for being alive during this time in history. We can make a positive impact in the course of history by being resourceful and compassionate, acting locally or globally.
One of the ways to impart positive change and express gratitude is by being charitable. Giving back by either donating your time or by making charitable donations are great ways to give thanks.
There isn’t a shortage of causes requiring support, and a financial advisor can help you strategize your budget for donations and tax deductions.
I’d like to highlight a few charities that I am personally supporting this year:
American Friends of Learners in Kenya - This charity run by friends in Darien, CT provides food and education to children ages 3-12 in the slums of Nairobi, Kenya. Many of these children wouldn't otherwise have a meal let alone have any chance of learning.
Tragedy Assistance Program for Survivors (TAPS) Ukraine - TAPS is a charity that is run by my friend Whitney Tilson. Whitney has raised over $15m for ambulances and other medical and humanitarian supplies to support the Ukrainian people.
International Rescue Committee (IRC) - The IRC helps help people affected by humanitarian crises to survive, recover and rebuild.
I will be sending out a note shortly that details how to maximize your charitable impact and your tax benefits.
In the meantime, enjoy a day celebrating the abundance in your life.
Wishing you and yours a Happy Thanksgiving.
With Gratitude, Brian
#gratitude #givingback #charity #taxbenefit #grateful Whitney Tilson International Rescue Committee
It certainly was an interesting time to sit down with John Bolton, the former US Ambassador to the UN and US National Security advisor under President Trump. Bolton held national security positions under both Bush Presidents and served as Assistant Attorney General under Reagan. He has decades of foreign policy experience at the highest levels. He has met with Vladimir Putin, Kim Jong Un, Xi Jinping, Angela Merkel, Benjamin Netanyahu and many other global leaders.
What is happening geopolitically now has huge implications for the economy and markets today and in the future.
The terrible events that unfolded in Israel and now in Gaza this week are the result of a web of religious, economic and territorial disputes that date back decades. These issues had largely been kept at bay and had shown signs of improvement. In fact, the US was close to brokering a deal that would normalize relations between Saudi Arabia and Israel. Now all of this has been thrown into question.
Bolton's views on the geopolitical front:
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The US needs to take a stronger, clearer stance with both our allies and adversaries.
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The world looks to the US for leadership and any sign of weakness will be viewed opportunistically.
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It is too early to tell if the conflict in Israel will create a broader regional conflict.
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It is likely that the potential deal between Israel and Saudi Arabia was the catalyst that spurred the attack by Hamas.
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Iran likely has a bigger role in the attacks than we perceive them to have at this point.
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Bolton advocates increasing US defense spending to 5% of GDP, where it was under Reagan. Today it stands at 3%.
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Bolton is on Iran's most wanted list and was the subject of an assassination attempt in retaliation for the US killing of Iranian General Qassem Soleimani.
There is a lot to unpack here. I pray for peace in the region.
As a final note, as we were heading to the elevator, he made a comment implying his concern about Trump winning the presidency in 2024!
Thank you to 10 East for organizing and the #YaleClubNYC for hosting.
#JohnBolton #USForeignPolicy #China #DefenseSpending #geopolitics #Marketoutlook #Soaringcapital #Israel #StrongUSA
https://lnkd.in/eYMmNf-i
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Mesh is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Mesh as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Mesh offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Mesh isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.