Richard M. Levine, CFA has over 30 years of financial markets, products and client management experience. Since 2000, he has primarily worked with international banks and corporations to design, develop and deliver programs to: (1) enable relationship managers to increase Global Markets sales, (2) demonstrate the benefits of using derivatives and structured products to increase returns for asset managers, and (3) equip corporate officers and treasury professionals with the necessary skills to optimize financial performance and valuation.

Richard has developed and conducted programs in asset management, capital markets, corporate finance and derivatives in 40 countries for clients including: Allianz Global Investors, Alpha Bank, AQF, Banco do Brasil, Bank of America, Bank of China, BMO, Bank of Tokyo, Barclays Capital, the Blackstone Group, Bloomberg, BNP Paribas, CICC, Citigroup, Commerzbank, Credit Agricole, Credit Suisse, Deutsche Bank, DBRS, DRW, Eaton Vance, Ecopetrol, FDIC, FHFA, Fidelity, Freddie Mac, Genworth Financial, GMAC, Goldman Sachs, Guangfa Securities, Guggenheim Securities, HSBC, Huatai Securities, Iconiq, Janus Henderson, JP Morgan, KeyBank, Lorrain Vial, Macquarie, Morgan Stanley, MUFG, NBK Capital, Nomura, NY Fed, PIMCO, QNB, Rabobank, RBC, RBS, SEC, Shinhan Bank, Societe Generale, ShenYin & WanGuo Securities, TD Securities, Unicredit, Wachovia, Wellington, Wells Fargo and Westpac.

Richard has regularly delivered the following programs: Alternative Investments, Bond School, Capital Market Fundamentals, Client Segmentation, Corporate Valuation Techniques, Credit Derivatives, Credit Products, Debt & Equity Capital Markets, Interest Rate & Credit Risk Management & Products, Equity & FX Derivatives, Exotic Derivatives & Structured Products, Financial Analysis & Forecasting, Fund Selection, Futures & Options, Leveraged Buyouts, Mortgage-Backed Securities, Portfolio Management, Risk Management & Derivatives and Structured Financing Alternatives. Richard also conducts CFA Levels 1, 2 and 3 training.

Currently, among regular engagements, Richard has designed and conducted workshops for HSBC in Hong Kong, Dubai, London and Shanghai to provide Corporate and Business Banking Relationship Managers with the skills and approach needed to identify Global Markets opportunities for clients involving derivative products.

Previously, Richard developed, analyzed and marketed ABS, MBS, CMBS and other derivative products at Ernst & Young, DLJ, PaineWebber and KPMG.

Richard is currently an Adjunct Professor at NYU’s Stern School of Business where he teaches MBA Equity Valuation. He recently served on the CFA Institute (CFAI) Council of Examiners, where he was responsible for developing and reviewing CFA Level II and III questions. He has also participated in the CFAI Domestic Review, Standard Setting and Grading programs, and is a member of the New York Society of Security Analysts (NYSSA), where he served as Vice Chairman of the Investment Strategy Committee.

Richard is a Chartered Financial Analyst (CFA). He 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.