Pamela A. Michaels, Esq. is an attorney and has acted as Senior Vice President of Asset Preservation, Inc. since 2004. Pamela specializes in guiding attorneys, CPAs, investors, financial advisors and other real estate professionals through the regulations and requirements of IRC §1031. Pamela dedicates a significant portion of her time to providing practical presentations to accountants, attorneys, real estate brokers and investors throughout New York and the Northeast featuring real-life exchange scenarios to illustrate a wide range of investment and tax strategies.

Prior to joining Asset Preservation, Inc., Pamela served as an executive and general counsel to diverse financial organizations and real estate companies. Pamela became known early in her career for her work out strategies in the commercial sector and was successful in assisting a number of financial institutions resolve their non-performing real estate portfolios during the S&L crisis. Pamela has a strong background in the operational, financial and legal aspects of real estate, including real estate acquisitions, financing, construction and sales.

Asset Preservation, a subsidiary of Stewart Title Company, is a leading national IRC §1031 “Qualified Intermediary” and is efficiently handling exchanges in every state. Combining a national title company as a partner has proven to be the approach of choice by astute investors. Asset Preservation is one of the most respected national “Qualified Intermediaries” in the United States and has successfully completed over 160,000 §1031 exchanges throughout the nation and more than $1 billion in exchanges in the Northeast alone.

 

Monica Monajem, CEO and Founder of The Amitis Group, is a distinguished leader in private wealth management, sustainable technology investment, and corporate restructuring.

Monica began her career at McKinsey before transitioning into private wealth management, where she co-founded an investment advisory firm focused on sustainability in natural resources, becoming a pioneer in the alternative materials space. Monica then went on to found The Amitis Group in 2017, providing full-spectrum services, from succession planning and next-generation training to portfolio construction and management, as well as sustainable structuring for a variety of asset classes. Passionate about supporting the investors of the future, Monica has grown The Amitis Group to specialise in key emerging sectors – initially through an innovative VC fund focused on sustainable technologies and more recently, digital assets, via a multi-strategy fund of funds.

Monica’s career is defined by transformative contributions in investment advisory, across sectors such as TMT, natural alternative materials and more recently, within the digital assets ecosystem. Renowned for driving innovative restructuring strategies and championing better governance, Monica has consistently harnessed her expertise to generate long-term value for clients, businesses, and communities worldwide.

Stephen J. Morton is the CIO of Inyo Capital, a quantitative global macro fund based in New York.  Steve developed the Inyo global macro investment approach based on extensive proprietary trading and portfolio management experience, coupled with an interest in modern portfolio theory and the benefits of diversification. He honed the methodology in the late 1990s, and initiated investing in January 2000. He managed the strategy at Natixis, one of the world’s 20 largest banks, prior to launching Inyo.

Before establishing Natixis’ global macro business, Steve was COO at Blackstone Bridge Advisors, Blackstone’s first hedge fund. Prior to joining Blackstone, Steve was responsible for the fixed income and currency businesses of the Tokyo branches of BNP and Natixis. Steve began his career as a market-making FRN trader for Salomon Brothers in London. He received an MBA in finance from UCLA’s Anderson School of Management and his undergraduate degree in psychology from UC Santa Cruz. He completed a Fulbright Fellowship between undergraduate and graduate degrees. Steve is a Chartered Financial Analyst, has a black belt in aikido, and speaks French and Japanese.

 

 

The AM Companies is a New York based first generation family office focused on acquiring alternative assets with tangible assets such as real estate, oil and gas or other commodities.  We aim to create value over a multi-year horizon via operational improvements, resolving management issues, and/or strengthening the capital stack.  Through our committed equity partners and investors we form special purpose vehicles to quickly deploy project specific equity to take advantage of opportunities.

Augustus Moy is the managing member of the AM Companies. He is a New York based real estate professional with multifaceted experiences that has touched a wide range.  Over the past 15 years, Augustus has gained experiences in multiple areas of the industry ranging from land acquisition and development to property management and asset management.  The AM Companies and affiliates currently operate in excess of $3B in Real Estate spanning the asset classes and across multiple strategies.

 

 

Jenna is a managing director at Geneva Global, where she built and leads a team focusing on partnership development, strategic communications, major donor engagement, and strategic advisory services for foundations, non-profit organizations, corporations, and high-net-worth clients.

Jenna’s background in strategic consulting for a range of institutional and private UHNW clients has given her a unique perspective on the sector, grounded in practical experience and characterized by relationships with a range of key actors.

She has a master’s degree in international peace and conflict resolution from Arcadia University, a certificate in international affairs and multilateral governance from Institut de Hautes Études Internationales et du Développement (Geneva, Switzerland), and a Bachelor’s degree from Bryn Mawr College in French and Spanish. She is also a documentary photographer.