Michael Levenston

Michael Levenston Email and Phone Number

Principal, NFP Solutions @ TIP Group (ASX: TIP)
Sydney, NSW, AU
Michael Levenston's Location
Sydney, New South Wales, Australia, Australia
About Michael Levenston

“The best way to find yourself, is to lose yourself in the service of others” – Mahatma Ghandi.Passionate about maximising the impact of not-for-profit organisations, I am a seasoned finance professional with a track record of success in building solid business relationships and solving complex problems in the financial markets.With experience across various roles in the finance sector, including Lygon 1B, Citibank, National Australia Bank, and Credit Suisse, I have honed my skills in capital markets, business development, and data analytics. My expertise also extends to treasury management, strategy, and team leadership.In my current role at TIP Group, I work with NFPs to build corporate governance structures, optimise their funds management, and identify and advise on key business risks. Driven by a commitment to excellence and making a positive impact, I am dedicated to leveraging my skills and experience to contribute to the success and growth of mission-driven organisations.Outside of my professional endeavours, I am actively involved in the NFP space, currently serving as a Committee Chairman at Freemasons NSW and as a NSW-registered Justice of the Peace. Previously, I served as a Vice President at The North Shore Synagogue in Sydney and refereed Rugby Union subbies games for 15 years. I also hold a Private Pilot Licence Connect with me to explore collaboration opportunities and drive meaningful change together.

Michael Levenston's Current Company Details
TIP Group (ASX: TIP)

Tip Group (Asx: Tip)

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Principal, NFP Solutions
Sydney, NSW, AU
Website:
tipgroup.com.au
Employees:
37
Michael Levenston Work Experience Details
  • Tip Group (Asx: Tip)
    Principal, Nfp Solutions
    Tip Group (Asx: Tip)
    Sydney, Nsw, Au
  • Tip Group (Asx: Tip)
    Principal, Nfp Practice
    Tip Group (Asx: Tip) Jan 2024 - Present
    Sydney, New South Wales, Australia
    Working with NFPs to build corporate governance structures, optimise funds management, set up endowments, and identify and advise on key business risks.
  • Tip Group (Asx: Tip)
    Debt & Capital Advisory
    Tip Group (Asx: Tip) Feb 2023 - Jan 2024
    Sydney, New South Wales, Australia
  • Lygon
    Head Of Enterprise Sales
    Lygon Apr 2021 - Feb 2023
    Sydney, New South Wales, Australia
    It used to take up to a month to issue a bank guarantee, performance guarantee or lease agreement - we have designed, tested and implemented a blockchain-based process that cuts this down to a single day. Partnering with the issuers of these guarantees is my mission. Key responsibilities:• Source, structure, negotiate and close deals with the large financial institutions and insurance companies.• Convert viable prospects to active Lygon clients, leading the full sales conversation and negotiation, through to the transition of new clients to the account management team.• Negotiate sales agreements and commercial contracts in conjunction with legal, finance and strategy through to execution.• Successfully engage with procurement teams within the large institutions and insurance companies.• Manage daily and weekly activities, pipelines, forecasts and closed deals to ensure above-quota results based on successful pipeline management.
  • Marketlend
    Treasury Manager & Head Of Investor Relations
    Marketlend Mar 2020 - Apr 2021
    Sydney, New South Wales, Australia
    My role is multi-faceted, and draws heavily on my experience across debt capital markets, business development and credit. Key responsibilities include:• Engaging and educating major investors in Marketlend's loan book to ensure they are best positioned to take advantage of investment opportunities as they arise,• Monitoring and forecasting liquidity and funding positions,• Executing securitisation transactions when appropriate,• Developing and managing a team to achieve success, and building a positive team culture.
  • Insta-Tute
    Founder
    Insta-Tute Jan 2014 - Jan 2020
    Sydney, Australia
    Insta-tute was founded to solve the problem of market failure in the tutoring market. I designed the proprietary system that matched the best tutors to students, booking and payment functionality, and real-time analytics, whilst my co-founder made it all fit together, incorporating a robust on-boarding process, simple user interface, and regulatory compliance.Insta-tute launched in mid-2016 and is experiencing strong month-on-month user growth. Key responsibilities:• Plan and drive strategic vision• Lead a team of four employees to achieve and exceed revenue targets, technical KPIs and compliance• Manage the company’s balance sheet and cash flow
  • National Australia Bank
    Associate Director, Corporate Debt Capital Markets (Origination)
    National Australia Bank Mar 2019 - Oct 2019
    Sydney, Australia
    The Capital Markets Origination (CMO) team advises Australian-based, investment grade-rated corporates and assists them to identify the most appropriate source of debt capital in global markets. Once mandated, CMO supports the client all the way through the transaction process. This includes setting up issuance programmes, negotiating appropriate legal documentation, organising roadshows and deal marketing, and executing the transaction itself. Key responsibilities:• Collaborate with global DCM and Syndicate desks to generate new issue pricing, market commentary and execution considerations for clients• Produce presentations and pitches for clients with varying degrees of complexity, within tight, defined deadlines• Support the directors during the deal process by producing appropriate underwriting papers, providing pricing and follow-up information for clients, co-ordinating with internal stakeholders (e.g. Syndicate, Sales and Legal), compiling deal reviews, and ad-hoc tasks such as compiling/reviewing term sheets and legal documentation
  • S&P Global Market Intelligence
    Business Development - Government, Universities & Non-Financial Corporates
    S&P Global Market Intelligence Feb 2017 - Mar 2019
    Sydney, Australia
    Enterprise sales coverage of governments (and their agencies), universities, and non-financial corporates with local and global operations. Key responsibilities:• Help credit risk teams identify early-warning signals for upstream and downstream counterparty financial distress, and build appropriate dashboards for ongoing surveillance of credit-worthiness • Advise treasury professionals on their overall risk exposure (interest rate, currency, commodity, credit, and counterparty), and options to mitigate them, identify fair and defensible market rates for transfer pricing• Assist corporate development teams to identify potential M&A targets, perform due diligence, and build their business strategy through industry and competitive analysis• Support corporate investor relations team to optimise external communication with the marketplace, perform peer bench-marking, and connect them to buy-side investors• Deliver best-of-breed research solutions for leading universities
  • Citi
    Senior Relationship Manager, Citibank Wealth Management
    Citi Mar 2014 - Apr 2016
    Sydney, Australia
    Highly accomplished relationship manager for high net worth clients, with AUM growth of 15% p.a., and Net Promoter Score in the top decile of RMs.I have also successfully mentored new RMs, leveraging my experience in institutional markets, with one of my protégés receiving a promotion in 2015. I specialise in giving general advice on term deposits, structured products, mortgages, and managed funds.
  • Conscious Capital Limited
    Director (Operations And Marketing) And Company Secretary
    Conscious Capital Limited Aug 2012 - Sep 2013
    Sydney, Australia
    The Conscious Investor Fund is a conservative and innovative wholesale fund offering a fresh approach to long-term returns. We only select investments if we consider there are great reasons to invest and that they are likely to provide returns we consider attractive.The fund invests in quality Australian listed companies. Key responsibilities:• Managing the day-to-day operations of the company• Leading the marketing process for new investors• Assisting with the investment decisions, as a member of the Investment Committee• Setting up liquidity management processes to optimise liquidity and facilitate redemptions• Appointing external service providers such as brokers, legal, accounting, tax and audit • Reporting to the Board of Directors on a regular basis
  • Credit Suisse
    Associate, Debt Capital Markets (Origination)
    Credit Suisse Nov 2009 - Aug 2012
    Sydney, Australia
    Initially acting as part of FIG coverage, my mandate was expanded in mid-2010 to cover corporate investment grade origination, Kangaroo debt syndication and asset-backed financing solutions. More recently, I have played an active role in hybrid debt structuring and ratings advisory.Some notable non-FIG transactions that I have worked on include:- Ratings advisory for the Sydney Desalination Plant privatisation (May 2012)- Telstra's CHF225m 7yr bond (Nov 2011)- Newcrest Mining's US$1bn 144a 10/30yr bond (Oct 2011)- Credit Suisse's A$1bn inaugural Kangaroo bond (Sep 2010 & Mar 2011)
  • Rbc Capital Markets
    Analyst, Debt Capital Markets (Syndicate)
    Rbc Capital Markets Jul 2007 - Nov 2009
    Sydney, Australia
    In July 2007, I joined RBC as an analyst within the Debt Capital Markets group. Working in a team consisting of only four members, I was pushed to take on responsibilities well in advance of what was expected of a junior. Within 12 months, I took on the challenge of driving the private placement franchise out of the Australian office. My latest role encapsulated a junior syndicate function for private placements and larger public deals, liaising with the interest rate swap desk for new issue hedging as well as administrative tasks such as documentation and deal pitches.Key responsibilities:- Identifying potential arbitrage funding opportunities over a variety of currencies- Syndicate support, such as managing the order book, assisting with pricing, setting up deal-related spreadsheets and post-deal documentation- Liaising with the IR swap desk for potential and live pricing, setting up trade tickets- Daily reports and commentary- Creating pitches for potential deals
  • Citi
    Fixed Income Graduate
    Citi Feb 2006 - Jul 2007
    Sydney, Australia
    I commenced as a graduate in Fixed Income, Currencies and Commodities. This involved a rotation program where I gained exposure to various fixed income products and gave me the opportunity to build up my skill set and develop a better understanding of where my true niche lies. At the conclusion of the program, I was placed on a permanent basis as a salesperson in Hedge Fund Sales. This gave me a chance to exhibit my strengths in creating innovative trading strategies and excel in a client-facing role. Since commencing in sales, I have created several spreadsheet programs that have cut down errors in deal processing, as well as partially automating the confirmation process. Key responsibilities:• Researching global bond markets and recommending trade strategies to clients• Receiving and executing client orders• Sending dealer confirmations to clients• Creating daily reports and commentary • Co-ordinate bond portfolio transition trades• Liaising with Middle Office to ensure smooth trade processing• Research and present a trade strategy each week at the traders’ meeting• Maintaining a paper-trading portfolio throughout the year to track trade performance

Michael Levenston Education Details

Frequently Asked Questions about Michael Levenston

What company does Michael Levenston work for?

Michael Levenston works for Tip Group (Asx: Tip)

What is Michael Levenston's role at the current company?

Michael Levenston's current role is Principal, NFP Solutions.

What schools did Michael Levenston attend?

Michael Levenston attended University Of Sydney, North Sydney Boys High School.

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