Robert has advised clients in the valuation of structured products, including CMBS, CRE-CLOs/CDOs, Municipal and Student Loan Auction Rate Securities, the debt issued by credit derivative product companies, the debt issued by insurance companies under Regulation XXX, Collateralized Debt Obligations, Credit Linked Certificates, Structured Investment Vehicles and derivatives based on these securities. He has experience working with clients in Real Estate, Private Equity, Banking, Biotechnology and Pharmaceuticals, Chemical Manufacturing, Computer Networks and Services, Energy, Financial Services, Insurance, Investment Management, Litigation, Mining, Personal & Household Products and Semiconductors.
Robert assisted the Bankruptcy Examiner in the investigation of the Lehman Brothers bankruptcy, focusing on risk management and the valuation of derivatives and structured products. He also designed and implemented models to value credit linked certificates and the debt of credit derivative product companies; performed the valuation of preferred stock and employee stock options; advised Investment Managers, Hedge Funds, and Proprietary Trading Desks in the design and implementation of investment strategies, portfolio construction and return attribution; developed and implemented global equity, fixed income and credit risk models to provide global cross asset class risk modeling capability; and created and implemented the ability to view portfolio risk according to user defined explicit model characteristics, including both time series and cross sectional factors.
Robert received a Master in Financial Engineering degree from the Haas School of Business at the University of California, Berkeley and a BA in Economics from the University of California, Irvine.
Robert Maxim is a managing director in the San Francisco office of Kroll and is part of the Complex Asset Solutions Practice. Robert currently leads the CAS team focused on commercial real estate related securities. He has extensive experience working with performing and non-performing Senior, Mezzanine, Equity, Bridge and Construction loans, as well as structured products collateralized by CRE investments such as Commercial Mortgage Backed Securities (CMBS) and CRE-CLOs/CDOs. Commercial Real Estate clients include Systemically Important Financial Institutions, Investment Banks, REITs, Hedge Funds, Private Equity Investors, Administrators, Insurers and Fund Managers.
Webinar Replay – Commercial Real Estate Investment
Webinar Replay – Commercial Real Estate Investment
Join Kroll's managing directors Steven Chod, Robert Maxim and John Ward for a discussion of the current state of the commercial real estate market, the CRE loan market and the impact of recent events on fund investments.
Valuation
Valuation of businesses, assets and alternative investments for financial reporting, tax and other purposes.
Alternative Asset Advisory
Heightened regulatory concerns and vigilance, together with increased investor scrutiny, have led to increased demand for independent expert advice.
Financial Instruments and Technology
The Kroll Financial Instruments and Technology practice is a leading solutions provider for asset managers, hedge funds, fund administrators, banks, insurers, private equity firms, commodity trading and investment firms, and corporations.
