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Instructor

Richard M. Levine, CFA

Practical Experience:


Richard Levine has nearly twenty years of financial markets investment, structuring and advisory experience. Most recently, Mr. Levine has served as President of StreetSmart Services Inc, a corporate finance and capital markets advisory and consulting firm he founded in 2000.

At StreetSmart, Mr. Levine has worked with many large international commercial including Goldman Sachs, Barclays Capital, Bayerische Hypo- und Vereinsbank, Commerzbank, Credit Lyonnais, Deutsche Bank, the Royal Bank of Scotland and Wachovia Bank. He serves as a capital markets advisor, helping bankers to identify corporate financing opportunities involving complex equity, debt and derivative products. In these engagements, Mr. Levine instructs markets professionals how to value, structure and position capital markets products in areas such as Securitization, Financial Risk Management & Derivatives, Portfolio Management and Financial Modeling and Valuation.

Additionally, Mr. Levine has worked with clients in the development of quantitative financial models to analyze investment and financing opportunities. In 2003, Mr. Levine led a team from StreetSmart and Deutsche Bank in developing a comprehensive acquisition financing model currently being used by over 800 relationship managers in DB’s Global Banking Division.

Prior to StreetSmart, Mr. Levine spent several years managing securitization and consulting engagements in Ernst & Young’s Structured Finance group. His primary responsibilities were to provide advisory and analytical services to investors, issuers and underwriters of real estate and asset-backed securities. Mr. Levine created and implemented cash flow models to value complex derivative securities for both portfolio and risk management purposes. He was a featured speaker in industry seminars on Mezzanine Financing and Commercial Mortgage-Backed Securities (CMBS)

Mr. Levine previously had worked for four years on Wall Street at PaineWebber and Donaldson, Lufkin & Jenrette, where he developed arbitrage transactions involving mortgage derivatives. He originated fixed income relative value strategies used by the mortgage-trading desk for risk management and by institutional clients to improve portfolio performance. Mr. Levine initially developed his expertise in financial engineering and securitization at KPMG Peat Marwick by developing mathematical models to evaluate structured securities.

In addition to his markets experience, Mr. Levine has served as an Adjunct Professor at New York University’s Stern School of Business, where he taught courses in Mortgage-Backed Securities, Corporate Finance and Investment Valuation at both the graduate and undergraduate levels. Recently, Mr. Levine was one of 30 international CFA charterholders serving as a Standard Setter for the Level I CFA Exam, and he has also participated in a workshop of industry experts to evaluate questions for Level II and III exams.

Education:


Mr. Levine received an M.B.A. with a concentration in Finance from NYU’s Stern School and earned a B.S. in Systems Engineering from the University of Virginia’s School of Engineering and Applied Science. Mr. Levine is a Chartered Financial Analyst (CFA) and is a member of the New York Society of Security Analysts (NYSSA).

Licenses:


CFA

Publication(s):


Co-authored a chapter published in the Trends in Commercial Mortgage-Backed Securities handbook.

Courses: