Investor / Lawyer /
NYU Stern Professor

About

Max Holmes

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.

Opinions

Finally, defendants say that the Court should exclude [Max] Holmes’s testimony as unhelpful to the trier of fact. This argument, too, falls in short order. Holmes’s testimony is about the circumstances surrounding the . . . transaction and its aftermath that were unusual for the financial industry. . . . Though defendants paint Holmes as testifying about his legal conclusions as to whether defendants formed a group and his speculation about defendants’ mental states, what Holmes does is apply the expertise he has from his many years on Wall Street to the specific facts of this case. That’s exactly the sort of testimony that would be helpful to a jury.

From Daubert Motion Opinion of Federal District Court Judge regarding Max Holmes as an Expert Witness offered by a Plaintiff.