The Osprey Estate Team
Meet the team behind The Port of Brisbane’s Latest Warehousing & Logistics Facility.
Geoff Levy AO
Geoff has significant experience in law, banking and investing, and is regarded as an expert in mergers and acquisitions, capital raisings and general corporate commercial law.
In addition to his role as Chairman of Monash Private Capital, he is currently non-executive Chairman of ASX listed companies Specialty Fashion Group Limited and Cromwell Property Group Limited. Geoff was CEO and then Executive Chairman of Investec Bank (Australia) Limited from 2001 – 2008, where he retired and became the non-executive Deputy Chairman until March 2014. Geoff previously held a number of non-executive directorships of ASX listed companies including, Mirvac Limited, Channel Ten, Rebel Sports Limited, Freedom Furniture Limited, Hoyts Limited and STW Limited.
Geoff holds a Bachelor of Law from the University of New South Wales, a Bachelor of Commerce from the University of Witwatersrand, a diploma from the Securities Institute of Australia, is a Fellow of the Australian Institute of Company Directors and a Senior Fellow of the Financial Services Institute of Australia.
Joey has extensive experience in investment management, investment banking, risk management, strategy and executive financial management.
Joey was previously Chief Financial Officer of Investec Bank (Australia) Limited. In addition to his CFO responsibilities, he chaired the Investment Committee, was intrinsically involved in a number of its principal investment and funds management activities either as a director or board attendee, and had oversight for strategy and internal acquisitions for the Bank.
Prior to his role as CFO, Joey was one of the founding members of the Bank’s corporate finance advisory division working across a range of private equity and corporate clients on mergers, acquisitions, privatisations, capital raisings and strategic corporate advice.
Joey is a Chartered Accountant and has a Bachelor of Commerce (Honours) from the University of Witwatersrand and an M.B.A from the Australian Graduate School of Management.
David has a background in private equity property investment, restructuring and management.
Prior to joining Monash Private Capital, David worked for Goldman Sachs in the Merchant Banking Division in New York. He was an investment professional for Goldman’s private equity funds focusing on large real estate acquisitions and originating opportunistic mezzanine loans, as well as ongoing asset management.
Previously, David worked at the Boston Consulting Group, where he worked as part of a consumer retail team that re-created the customer loyalty program of a global hospitality client. David graduated Summa Cum Laude with a Bachelor of Science from the Wharton Business School at the University of Pennsylvania, where he was a Joseph Wharton Scholar and triple-majored in Real Estate, Finance and Accounting.