Timothy M. Holmes

Founders and senior leaders engage Tim to strengthen judgment under stress, test assumptions, and separate decision process from outcome. Hogan-based assessment anchors the work; adult-development frameworks shape it. Engagements have addressed succession, capital structure, AI integration, executive communication, and organizational design.

Tim built and led a peer advisory forum for Christian CEOs and business owners. Monthly cohorts combined case-based curriculum, confidential peer review, and one-to-one coaching. Members rated the individual coaching the highest-value component of the forum; the cohort returned a Net Promoter Score of 10.

Tim co-founded and managed a multi-manager managed-futures fund-of-funds under fiduciary and regulatory oversight. He designed the risk architecture, evaluated several hundred Commodity Trading Advisors, and built a fifteen-manager portfolio organized around statistical independence across strategies. The fund received the World Finance Hedge Fund Award for Best Managed Futures CTA Fund of Funds in North America.

As CIO of a federally and state-regulated banking institution, Tim presented investment recommendations to committee, documented analysis under broker-dealer and Registered Investment Adviser frameworks, and operated under formal capital and compliance constraints.

Tim began trading in 1985 and joined Futrex in 1986. He advanced from trader to Managing Member and equity owner. He directed firm capital across currency futures, equity index options, and listed stock options; built an internal options valuation system; and supervised traders under exchange margin discipline. The CME elected Tim to four governance roles, including S&P 500 Options Pit Chairman and Options Advisor to the Board-Level Financial Instrument Committee — the only non-board member to serve in that advisory capacity. Since 2002 he has continued to trade his own account off floor, sometimes actively and sometimes as a disciplined avocation.

Tim led a lean nonprofit through teaching, pastoral care, and financial restructuring. He directed a real estate transaction that eliminated debt, scaled the food ministry from roughly 30 families to more than 150 served twice monthly, and oversaw distribution of about $1 million in food annually in partnership with the San Antonio Food Bank.

Tim served in formal ministry leadership while completing the Master of Divinity at the University of Chicago, then continued in leadership after graduation. He stabilized an evening worship community, received formal training in funerals and pastoral care, authored a digital-strategy proposal adopted by senior leadership, and represented the church on a Civil Rights educational tour with Willow Creek and Salem Baptist Church.

Reasoning — HBRI: 100th percentile

The HBRI measures tactical and strategic reasoning — how a person works problems, evaluates evidence, and forms judgments under ambiguity. A purely quantitative background normally produces a strong score in the 80s. The 100th-percentile result reflects two streams in Tim's training. Mathematics degrees from Kalamazoo and Pittsburgh supply the quantitative discipline. The Master of Divinity from the University of Chicago supplies the verbal and subjective discipline.

Relational Presence — Interpersonal Sensitivity: 100th percentile

The Hogan Personality Inventory places Tim at the 100th percentile on Interpersonal Sensitivity. The score predicts consistent positive regard, attentive presence, and the durable trust that lets clients say hard things. The trading floor years, the senior pastoral years, and the clinical pastoral education at Northwestern Memorial Hospital all gave the trait somewhere to develop.

Portfolio Architecture

• Tim designed a formal portfolio risk architecture grounded in covariance matrix construction and cross-strategy correlation modeling.
• He built allocation frameworks that treated statistical independence across managers as the primary risk control, not a marketing slogan.
• He modeled portfolio-level factor exposure across major commodity and macroeconomic indices — equities, gold, crude oil, agriculture, the U.S. dollar.
• He applied historical volatility estimation and stress-scenario analysis to assess correlation breakdown under extreme market conditions.

Manager Due Diligence

• Tim conducted quantitative, operational, and behavioral due diligence on several hundred Commodity Trading Advisors.
• He selected fifteen managers to construct a diversified, statistically non-correlated portfolio.
• He developed intraday monitoring of correlation drift and volatility-regime shifts with capacity for reallocation as risk relationships changed.

On Closing the Fund

Genesis operated through a difficult period for small managed-futures managers. After 2008, the CTA space found it hard to raise institutional capital, and many strategies underperformed. When the realized returns could no longer match what Tim had promised to fund investors and to operating-company investors, he closed the fund. His partners disagreed and wanted to continue. Tim chose to return capital and wind the firm down. The standard that drove the decision was integrity to the people who had trusted him with their money.

Risk Philosophy

Three habits govern Tim's risk-taking. First, every position has a quantified downside before it has a size. Second, every structure has a back door before it receives capital. Third, fat tails sit inside the analysis from the first calculation; true black swans, by definition, cannot. The same discipline that built the Genesis portfolio is the discipline that closed it.

Markets & Operations

• Tim directed firm capital across currency futures, equity index options, and listed stock options under exchange margin and risk constraints.
• He drove expansion into new currency and equity index markets and scaled trading across asset classes.
• He built and managed an S&P 500 options index-arbitrage group of seven traders working between the CME and the CBOE.
• He operated trading at the London International Financial Futures Exchange in parallel with the Chicago books.

Systems & Risk

• Tim designed and implemented an internal options valuation and real-time exposure-management system grounded in formal pricing models.
• He evaluated complex derivative positions during volatility expansion through structured volatility and cross-asset correlation analysis.
• He supervised traders working under defined capital allocations and risk parameters; he held the capital-discipline and personnel decisions.
• He coordinated with clearing firms to reconcile exposure, margin requirements, and capital reporting.

Exchange Memberships & Governance

Tim held membership in the International Monetary Market (IMM) at the CME and at the Chicago Board Options Exchange. The CME elected him to four governance roles:

• S&P 500 Options Pit Chairman
• Deutsche Mark Options Pit Chairman
• Judiciary Committee Member
• Options Advisor to the Board-Level Financial Instrument Committee — the only non-board member to serve in that advisory capacity.

Tim has continued to trade his own account since leaving the floor in 2002. The activity has ranged from intensive periods of active trading to longer stretches as a disciplined avocation. The continuity has kept his market reading current and his risk instincts sharp.

• Tim served as CIO within a federally and state-regulated banking institution.
• He evaluated investment opportunities and presented formal recommendations to investment and executive committees.
• He prepared quantitative and qualitative analysis to support committee deliberation and documented recommendations within established review procedures.
• He operated within broker-dealer and Registered Investment Adviser regulatory frameworks.

Investor & Field Communication

Across Genesis, Kingsbury, and the executive-advisory practice, Tim has translated complex financial structures into clear, usable language for traders, investors, committees, founders, and peer advisory groups. The approach strengthens alignment, clarifies trade-offs, and reinforces confidence in established investment processes.

Regulatory Registrations & Memberships

• Former FINRA Registrations: Series 3, Series 7, Series 66.
• Former Member: CME (IMM) and CBOE.
• Operated under CFTC oversight at Genesis Research & Asset Management.
• Operated within broker-dealer and Registered Investment Adviser frameworks at Kingsbury Capital.

Tim led a lean nonprofit through teaching, pastoral care, and financial restructuring.

• Directed a complex real estate transaction that eliminated institutional debt.
• Reduced annual operating budget from roughly $220,000 to $160,000.
• Increased cash flow by approximately $100,000 through budget discipline and capital restructuring.
• Directed roughly $200,000 in fundraising over four years.
• Scaled the food ministry from 30–40 individuals to roughly 150 served twice monthly — about $1 million in food distributed annually with the San Antonio Food Bank.
• Expanded community festival attendance from roughly 100 to roughly 400.

Tim chaired a peer advisory forum for Christian CEOs and business owners. The work integrated Scripture, leadership development, and business strategy; the forum returned a Net Promoter Score of 10.

Tim taught a weekly advanced adult Scripture class in a large suburban congregation. The class continued under volunteer leadership after his tenure.

Counsel to Alliance Defending Freedom

Tim provided coaching and counsel to leadership at Alliance Defending Freedom, a large national religious-liberty and free-speech legal nonprofit, on foundation work and decision process.

Tim served in formal ministry leadership while completing the Master of Divinity at the University of Chicago, then continued in leadership after graduation. He delivered congregational instruction, led the liturgical worship service, stabilized an evening Vespers community, received formal training in funerals and pastoral care, authored a digital-strategy proposal adopted by senior leadership, and represented the church on a Civil Rights educational tour with Willow Creek and Salem Baptist. He returned in 2023–2024 as a ministry resource and advisor to the lead pastor.

Bylaws & Governance Counsel

Tim authored bylaws for Texas Ministries (Church of God, Texas).

Independent Preaching Review (Excerpt)

"Timothy Holmes preaches with real theological depth, a coherent pastoral vision, and a distinctive voice. He does not sound generic. He builds sermon series around governing ideas and sustains them over time … He preaches with a coach's instinct. He tends to invite rather than prescribe … A congregation that wants biblical seriousness, pastoral honesty, imaginative application, and a preacher who can help people move from drift to clarity should take him seriously."

Ecclesial Standing

Ordained Minister, Church of God (Anderson), in good standing.

• Completed one ACPE-accredited unit of Clinical Pastoral Education in an academic medical center.
• Provided supervised spiritual care in acute hospital settings.
• Peers and the supervisor named an unusual ability to build trust across differences.

• Provided spiritual care during crisis, grief, illness, hospitalization, addiction recovery, marital strain, and family distress.
• Led ten memorial services and eulogies over the most recent four years and walked with families through death and loss.
• Facilitated GriefShare, Re|Engage, Bible studies, and marriage coaching; developed facilitator-ready material.

Pastoral Care across Earlier Roles

• C12 Group (2015–2020) — supported business owners through marriage strain, hospital visits, loss, vocation conflict, and personal struggle alongside business coaching.
• Christ Church of Oak Brook (2004–2010) — received formal training in funerals and pastoral care.
• Coaching practice (2015–Present) — many engagements move into pastoral territory when leaders carry private grief, addiction in the family, or crisis of meaning.

Care Method

Tim brings calm attention, reflective listening, and theological seriousness to care. He does not flatten hard texts and he does not rush people through grief. The Interpersonal Sensitivity score at the 100th percentile predicts the steady presence; the years on a trading floor and in committee rooms produced the discipline to stay present when the room is sharp with pain.

Three-year residential Master of Divinity in a multi-cultural, multi-denominational cohort. The Divinity School trained Tim in close reading of Scripture, historical theology, ethics, and pastoral practice within one of the most rigorous theological faculties in the country. The MDiv supplies the verbal and subjective reasoning behind the HBRI 100th-percentile score.

Graduate-level training in leadership coaching, organizational learning, and change. The certificate provided the academic framework Tim applies in current coaching engagements.

Credentials & Standing

Hogan Assessments Certified (HPI, HDS, MVPI, HBRI, 360) · SimpleAI — AI for Work, AI Foundations Black Belt · Clinical Pastoral Education (ACPE), Northwestern Memorial Hospital · Ordained Minister, Church of God (Anderson), in good standing · Former FINRA Registrations: Series 3, 7, 66 · Former Member: Chicago Mercantile Exchange (IMM) & Chicago Board Options Exchange.