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Gregory Van
Chief Executive Officer at Endowus
Gregory Van is the CEO and Co-Founder of Endowus, a leading fee-only wealth platform in Asia.1 He has been serving as the Chief Executive Officer of Endowus since March 2017.1 In addition to his role at Endowus, Van has been a Member of XA Network since June 2020.1
Prior to founding Endowus, Van's career included:
- Senior Manager at Grab (May 2015 - January 2017), where he led technology and payment partnerships.12
- Associate Director in the Investment Banking Department at UBS (August 2011 - May 2015), working in the Private Funds Group.12
- Summer Analyst at Morgan Stanley (June 2010 - August 2010).1
- Finance and Accounting Intern at Hongkong Land (June 2009 - August 2009).1
Van's educational background includes:
- University of Pennsylvania, where he studied Politics, Philosophy, and Economics with a Chinese Minor (2007-2011).1
- Peking University, where he studied International Studies (2009-2010).1
- Choate Rosemary Hall (2003-2007).1
- Chinese International School (1993-2003).1
As CEO of Endowus, Van is responsible for driving the company's growth and strategic execution.3 He leverages his expertise in finance and technology to empower investors with access to expert advice and institutional-quality products at low fees.3 Van has been awarded "CEO of the Year" for the Singapore market at Asia Asset Management's Best of the Best Awards in 2023 for two consecutive years.34
Highlights
I’ve been talking a lot about the growing investor interest that Endowus has observed in #PrivateEquity, #PrivateCredit, and #HedgeFunds. This demand was echoed by the impressive turnout we saw at the recent Endowus Private Markets & Hedge Fund Symposium held in Singapore.
It is clear that clients are seeking: ▶ Hedge fund strategies with less correlation to public markets ▶ Access to private markets (equity, credit, real estate and infrastructure) ▶ Technology to make investing transparent, convenient, low cost ▶ Conflict-free, aligned advice to achieve personalisation
It is awesome to be a part of this movement, to empower investors with these tools, and I know for sure that our client’s overall portfolios will look very different from the way they looked 3, 5 or 10 years ago, and that of the prior generation.
It’s important to understand that allocating to these asset classes may not be that straightforward, or necessary. In our latest “Science of Wealth” commentary for The Business Times, Hugh Chung and I unpacked the success of Yale’s famous endowment, which cuts across multiple asset classes, and is known for its careful manager selection, diversification, and strategic eye on the future liabilities of the University.
In mirroring the Yale approach, there are some adjustments individuals should consider. While private markets may offer the possibility of higher returns through their own risk-premia, investors need to be well-informed of tail risks and liquidity constraints, and have this mapped to your specific life goals. Your allocation to the private markets and hedge funds could be a majority of your portfolio, or not have a home in it at all.
Ultimately, all investments come with risks and trade-offs, which is why specific life goals should be the bedrock that guides portfolio allocation. Read on for how to build the right asset allocation for YOU: https://lnkd.in/gmgTV2w6
#Endowus #InvestBetter #ScienceofWealth #Alternatives #PrivateMarkets
Conversations on a recent ski trip with my family made me realise how we have become much more open to discussing money – a subject we used to avoid. Everyone echoed honest concerns about how to beat inflation. There is an underlying fear of investing “wrongly”, which begs the question: How should you invest your first $100,000?
Your first investment is a huge milestone and a tough one you'll struggle with, but the one rule we can rely on is the power of markets to price risk and drive asset prices. At Endowus, we encourage clients to prioritise their Core portfolios that are strategic to meet big life goals, followed by Satellite tactical portfolios to express views like China equities or technology.
Here are other tips I shared: ▻ Set aside 4-6 months of expenses for rainy days. Endowus #CashSmart offers projected yields of around 4% with daily liquidity, no penalties, and no lock-ups ▻ Invest in your near-term goals over the next 5 years – strategies like the 60/40 portfolio are more attractive than ever in today’s environment ▻ For passive income and payouts now over 7%, opt for globally diversified high-dividend stocks and higher coupon bonds with an Endowus #IncomePortfolio ▻ Let’s not forget Cash savings, CPF and SRS investments for long-term retirement needs, where you have more time to ride out volatility and invest in more aggressive 100% equities portfolios. If you can tolerate illiquidity you can also explore alternatives like private equity and hedge funds
Investing your first $1 million doesn’t look much different, and can be deployed with the same framework.
With $1 million, you can look at a wider range of strategies to represent your goals, and can afford to have your capital held in more illiquid assets to achieve unique risk-return objectives. This can be through the likes of multi-strategy, global macro, and quant hedge funds, as well as private equity, private real estate, and other asset classes.
Your money goals need to be personalised to your life. Focus on your own financial journey and build the right foundations for you and your loved ones.
https://lnkd.in/gpr-NF82
#Endowus #Wealth #Invest
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Mesh is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Mesh centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
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.
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