Achim Maximilian Holmes
Investor / Entrepreneur / Lawyer / Expert Witness / NYU Stern Professor
Max Holmes has over 40 years of experience as a portfolio manager, research analyst, board member, lawyer, NYU Professor and expert witness.
Since 1993, Max Holmes has been an Adjunct Professor of Finance at the Stern Graduate School of Business at New York University, teaching "Bankruptcy and Reorganization."
Max Holmes has been the Chief Investment Officer / Lead Portfolio Manager for two large hedge funds ($2.7 billion and $5.4 billion of peak AUM) as well as an insurance company portfolio and a mutual fund portfolio. The funds invested in credit, capital structure arbitrage, distressed debt, rescue finance, direct lending, specialty finance, event stocks and special situations securities, including long and short positions. The funds invested across the capital structure: bank debt, DIP loans, second lien debt, secured and unsecured bonds, floating rate and fixed rate notes, trade claims, preferred stock, common stock, put and call options and credit default swaps (CDS). Investments were in a variety of businesses, public and private, including startups, venture capital, infrastructure, leveraged buyouts, private equity, turnarounds, restructurings, bankruptcies and liquidations. Direct lending was conducted through a Business Development Company (BDC) ($1 billion assets under management). Mr. Holmes has analyzing thousands of companies and investment opportunities.
Mr. Holmes has been the Chair and CEO of a life, health and annuity insurer and reinsurer.
In February 2024, Mr. Holmes was appointed by the Creditors Committee of Celsius Network LLC, a large cryptocurrency platform, as an independent director of Ionic Digital Inc., a bitcoin mining company.
Mr. Holmes worked in investment banking, research, trading and capital markets at Drexel Burnham Lambert, Salomon Brothers, NatWest Markets and Royal Bank of Canada. Since 2015, Max Holmes has been a Senior Advisor to American Industrial Partners LLC, a private equity firm with $16 b of AUM.
- Bankruptcy
- Chapter 11 Bankruptcy, Chapter 13 Bankruptcy, Chapter 7 Bankruptcy, Debt Relief
- Antitrust Law
- Appeals & Appellate
- Civil Appeals, Federal Appeals
- Arbitration & Mediation
- Business - Arbitration/Mediation, Consumer - Arbitration/Mediation, Family - Arbitration/Mediation
- Asbestos & Mesothelioma
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Collections
- Energy, Oil & Gas Law
- Utilities
- International Law
- Human Rights, Imports & Exports
- Personal Injury
- Animal & Dog Bites, Brain Injury, Car Accidents, Construction Accidents, Motorcycle Accidents, Premises Liability, Truck Accidents, Wrongful Death
- Real Estate Law
- Commercial Real Estate, Condominiums, Easements, Eminent Domain, Homeowners Association, Land Use & Zoning, Mortgages, Neighbor Disputes, Residential Real Estate, Water Law
- Securities Law
- Stockbroker & Investment Fraud
- White Collar Crime
- District of Columbia
- District of Columbia Bar
- ID Number: 90031793
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- New York
- New York State Office of Court Administration
- ID Number: 1987254
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- Texas
- State Bar of Texas
- ID Number: 09904500
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- Columbia Law School
- J.D. (1984) | Law
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- Honors: Harlan Fiske Stone Scholar
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- Columbia University
- MBA (1984) | Business
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- Harvard University
- B.A. (1981) | Philosophy
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- New York State Bar # 1987254
- Member
- - Current
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