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Tim Dolan
Financial Services Regulatory Partner / Shareholder
Tim Dolan is a Shareholder/Partner at Greenberg Traurig, LLP, specializing in UK and European financial services regulation.12 Here are some key details about Tim Dolan:
Professional Background
- Joined Greenberg Traurig, LLP as a Shareholder in January 202312
- Previously worked as a Partner at Reed Smith LLP from 2017 to 20232
- Has over 20 years of experience in financial regulation law2
Areas of Expertise
Tim Dolan focuses on:
- UK and European financial regulatory matters1
- Compliance and regulatory issues related to fund formation1
- Advising clients on engaging with financial regulators1
- Environmental, Social and Governance (ESG) standards and regulations1
Notable Skills
- Known for combining technical regulatory guidance with pragmatic advice2
- Praised for being client-oriented, responsive, and knowledgeable2
- Experienced in navigating complex FCA regulations2
Professional Experience
Tim has worked with various types of clients, including:
- Fund managers
- Investment firms
- Corporate finance firms
- Payment services firms
- Fintech companies
- Insurers and pension scheme operators2
Regulatory Experience
He has previously worked for:
- UK Financial Services Authority (2003-2005)
- New Zealand Takeovers Panel (2002-2003)
- New Zealand Securities Commission (1999-2003)23
Education
- LL.B. and B.A. from the University of Canterbury, New Zealand3
Tim Dolan is recognized in The Legal 500 UK for his expertise in financial services regulation and real estate funds.3
Highlights
Great to see yesterday's (18 June) joint opinion from the European regulators (ESMA / EBA / EIOPA) on the European Commission's consultation on SFDR: https://lnkd.in/eqD2cv9A
Yes - there should be a product classification system based on categories and sustainability indicators which are actually understandable by consumers and not just by professional advisers;
Yes - those categories should be simple using clear criteria and thresholds;
Yes - those categories should be tested with investors prior to being adopted.
Yes - the EU Taxonomy should be completed as a matter of urgency.
While (as we have seen in the UK with the SDR) there will still be a lot of underlying detail to consider with a classification system which moves away from the current art. 6/8/9 regime especially with complex (from an ESG perspective) asset classes it must be good news that the European regulators are supportive of revising SFDR and creating a regime which is more relevant for fund managers (and other product manufacturers) and investors.
An excellent letter from the House of Lords’ Financial Services Regulation Committee to the FCA was published last night. The letter is in response to the FCA’s (now infamous) consultation on its proposals to publicise FCA Enforcement investigations at their outset rather than only if the Enforcement process has been concluded with an adverse finding against the firm or individual under investigation.
In the letter the FCA are asked the pertinent question by the Lords’ Committee:
“What led the FCA to make these proposals? Were they based on any particular representations? If so, from whom?” As many commentators have noted: the FCA’s proposals do not consider impact of negative publicity of FCA Enforcement actions. As FCA investigations are able to be opened simply when there are “circumstances suggesting” there may have been a breach of a rule or a requirement and with approximately two thirds of Enforcement investigations ultimately (and often very correctly in my experience) resulting in no action, it is wholly unfair to subject firms and individuals to negative publicity for no reason. Negative publicity may effectively kill the prospects of a business where lenders cease to provide liquidity or claims management companies bring actions, even where a company has in fact not breached any relevant rule or regulation. Making it clear that the investigation has not (yet) reached an adverse conclusion simply does not mitigate the negative impact of the world at large being told that a firm is under investigation.
For reasons that I do not understand, the FCA’s consultation paper takes a highly limited account of international experience. The normal position with most of the financial services regulators which our teams deal with is (except with occasional cases involving listed companies) not to publicise investigations if and until an adverse finding is reached.
The justification given by the FCA for its proposals includes: “that firms we regulate would benefit from a greater understanding of the types of suspected misconduct and other failings we consider should be investigated.” There is no doubt that many firms would appreciate this guidance, but that can easily (and indeed should be) provided by the FCA on an ongoing real time anonymised basis.
The FCA's consultation has been extended until the end of April. It will be interesting to hear how the FCA react to the response from firms; politicians and advisers. I hope that they will do the right thing and back down.
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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
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- Reminders and Notes: Helps you remember important details about contacts
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- Groups: Organizes contacts into meaningful categories
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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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