Michael Trefel

Developed, directed, and managed the full investor cycle from prospect to funding and long-term growth of the investor community for a boutique private equity firm focused on Real Estate / Alternative Asset.

• Enhanced company’s long-term success, identifying optimal strategies and sourcing forward-thinking opportunities.
• Led fundraising efforts for 6 alternative investment real estate funds, including hospitality resorts, tax efficiency, and Debt/REIT funds for over $38,000,000 Capital Raise.
• Directed Investor Relations Department for portfolio with over $60,000,000 AUM,
• Grew Investor community by over 1,000% from little over 300 people in 2019 to over 3,500 Accredited Investors by 2023.
• Build and maintain successful referral networks with investor groups and family offices through speaking on stage, podcasts, authoring articles, and creating educational presentations and coursework.
• Worked closely with organizational leadership and the board of directors to strategically affect operational direction.
• Aligned department vision, goals, and objectives with company strategy to achieve consistently high results.
• Created promotional materials and provided insightful information to social media, websites, and print media to educate the public.
• Spearheaded successful business development initiatives aligned with the company's strategy and core competencies.
• Devised new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth.

Coordinated business and financial health reviews to discuss business performance and new opportunities and provide benchmarking data and insights.

Coached and consulted individuals, teams and companies for transformational change, spearheading turn-around strategies and improving performance.

Bloomerent.com, New York, NY 2013 – 2015

Advisory Board Member

Played a key role in designing company strategy, brand, and vision for a start-up focusing on the sharing economy.

• Provided strategic financial guidance and direction for all budgeting and resource allocation matters.

• Lead and managed the development of the online brand, including website and social media.

• Instrumental in securing a successful, profitable exit for seed investors and original board members.

Aventine, Edgewater, NJ 2007 – 2012

Executive Coach and Strategic Advisor

Directed Sales, Management, Marketing, and Investor relations teams in a $30-Million-dollar Real Estate development.

• Provided research insight into market opportunity, positioning, and pricing and established customer development processes to improve market fit.
• Built effective cross-functional team with a focus on service, leading to 120% increase in revenue and over 20% reduction in costs.

Flower Elegance, Fair Lawn, NJ - 2008-2015

Executive Coach and Strategic Advisor

Provided market, category, and positioning insight for an event design company.

• Spearheaded a turn-around and repositioning strategy for the company which directly resulted in a 300% revenue increase
• Oversaw the transition of the business into an award-winning and highly profitable enterprise
• Advised on presentation to and negotiation with an M & A firm for a successful exit of its founders and investors.

Co-founded a B2C Real Estate FinTech start-up with a goal to improve the way people sell real estate.

• Conceptualized the business opportunity and designed consumer development processes, overlaying the results with market data to validate thesis and confirm opportunity and market fit.
• Built a cross functional team and utilized a Lean approach to product management to develop an MVP.
• Did whatever needed to be done to get the startup growing: from market research and customer interviews, data analysis, presentation building and pitching clients and investors, to revenue generation and P&L control.
• Represented the company in NYU Entrepreneurial Challenge as an Alumni Startup. Created extensive business plan, thesis analysis and multiple panel presentations.
• Found creative solutions to hard problems and maintained a culture of collaboration and customer focus.
• Created a successful exit for all involved by negotiating an M&A deal.

Architected global fixed income and foreign exchange-based product focusing on market strategies and risk

management initiatives for internal/external clients comprised of the sales force, traders, and several central banks. Proactively managed Technical Analysis research, client relationships, and fixed income/foreign exchange

strategies on a global scale focusing on pattern recognition and behavior economics.

• Built a collaborative team that achieved a prestigious Number 3 spot in Institutional Investor All American Survey for over 5 years
• Maintained average returns exceeding 15% across managed portfolio over a six-year period.
• Oversaw global technical strategy for Fixed Income (including MBS, ABS, CDO, Munis, Treasuries and US Yields) and Foreign Exchange.
• Designed and instituted Technical Analysis educational program for new associates/analysts.