Greg A. Kyle

Greg A. Kyle

Director, Bates Group

Greg Kyle is a director with The Bates Group’s New York office. He uses his extensive background in the securities industry, specifically investment research and fund management, to consult and provide expert witness testimony on investment management and capital market matters, including equities, fixed income, alternative investments, private placements, valuation, volatility, market manipulation and due diligence issues. As a capital markets expert, Mr. Kyle has provided analysis, written numerous expert reports, and testified in various forums including in U.S. District Courts, federal criminal cases and arbitrations.

Prior to Bates, Mr. Kyle was the founder and chief analyst for Pegasus Research, an internationally recognized investment research firm. With his firm he provided capital market analysis, as well as industry and company-specific research on public and private companies. He has also produced a number of topical studies including comprehensive financial risk analyses in conjunction with Dow Jones and Barron’s, the Pegasus Strategy Insights, the Pegasus IPO Monitor, the Pegasus Credit Watch, and others. Mr. Kyle also wrote a weekly column for the Wall Street Journal Interactive edition and other financial newspapers throughout the world. 

Before founding Pegasus Research, Mr. Kyle worked for Union Bank of Switzerland in Zurich, serving as the head of the North American research team where he was responsible for formulating U.S. investment policy for UBS in Switzerland. During the time with UBS in Switzerland, he also successfully managed several U.S. tranches of a global asset allocation fund. Mr. Kyle began his professional career in the investment industry with Credit Suisse Holding as a research editorial associate.

Mr. Kyle's 30 years of experience in the investment management and research sector continue today. He still actively analyzes the economy and the financial markets and publishes studies on economic and market cycles, volatility, and other capital markets topics. 


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Greg A. Kyle

A Consultant and subject matter expert in these services:

  • Securities and Financial Services Litigation & Consulting
    • Retail
      • Securities and Financial Services Litigation & Consulting
      • Asset Backed Securities (ABS)
      • Auction Rate Securities (ARS)
      • Auto-Callable Securities
      • Callable Yield
      • Capital Markets
      • CDOs
      • Closed End Funds
      • Complex Products
      • Damages Analysis
      • Distressed Securities
      • Economist
      • Equities
      • Equity Research
      • ETNs
      • ETRACS
      • Fixed Income
      • General Market Decline
      • High Yield Bonds
      • Industry Standards
      • Investment Management
      • Limited Partnerships
      • Market Evaluations
      • Market Manipulation
      • Mortgage Backed Securities (MBS)
      • Mutual Funds
      • Non-Publicly Traded Alternative Investments
      • Private Placements
      • Portfolio Management
      • Preferred Securities
      • Real Estate Investment Trusts - REITs
      • Structured Products/Structured Notes
      • Trust Investments
      • Volatility Linked/Leveraged Products
      • U.S. & Latin America
      • Yield Enhancement Strategies - YES
      • Auction Rate Securities (ARS)
      • Asset Backed Securities (ABS)
      • Capital Markets
      • CDOs
      • CLOs
      • CMBs
      • Corporate Bonds
      • Complex Products
      • Distressed Securities
      • Economist
      • Equities
      • Equity Research
      • Financial & Asset Management
      • Fixed Income
      • Industry Standards
      • Investment Management
      • IPO
      • Market Evaluations
      • Market Manipulation
      • Mortgage Backed Securities (MBS)
      • Municipal Securities
      • Mutual Fund
      • Private Placements
      • Preferred Securities
      • Structured Products
      • Trust Investments
      • U.S. & Latin America
    • Institutional
      • Securities and Financial Services Litigation & Consulting
      • Asset Backed Securities (ABS)
      • Auction Rate Securities (ARS)
      • Auto-Callable Securities
      • Callable Yield
      • Capital Markets
      • CDOs
      • Closed End Funds
      • Complex Products
      • Damages Analysis
      • Distressed Securities
      • Economist
      • Equities
      • Equity Research
      • ETNs
      • ETRACS
      • Fixed Income
      • General Market Decline
      • High Yield Bonds
      • Industry Standards
      • Investment Management
      • Limited Partnerships
      • Market Evaluations
      • Market Manipulation
      • Mortgage Backed Securities (MBS)
      • Mutual Funds
      • Non-Publicly Traded Alternative Investments
      • Private Placements
      • Portfolio Management
      • Preferred Securities
      • Real Estate Investment Trusts - REITs
      • Structured Products/Structured Notes
      • Trust Investments
      • Volatility Linked/Leveraged Products
      • U.S. & Latin America
      • Yield Enhancement Strategies - YES
      • Auction Rate Securities (ARS)
      • Asset Backed Securities (ABS)
      • Capital Markets
      • CDOs
      • CLOs
      • CMBs
      • Corporate Bonds
      • Complex Products
      • Distressed Securities
      • Economist
      • Equities
      • Equity Research
      • Financial & Asset Management
      • Fixed Income
      • Industry Standards
      • Investment Management
      • IPO
      • Market Evaluations
      • Market Manipulation
      • Mortgage Backed Securities (MBS)
      • Municipal Securities
      • Mutual Fund
      • Private Placements
      • Preferred Securities
      • Structured Products
      • Trust Investments
      • U.S. & Latin America

Credentials

EXPERIENCE

Pegasus Research, LLC, Founder/President & Chief Strategist/Analyst, 1997 - 2012

LECG (Bates Private Capital), Director, 2007 - 2011

Union Bank of Switzerland, Head of North American Research Team, Senior Analyst, 1992-1996

Credit Suisse Holding, Research Editorial Associate, Credit Suisse, 1988-1992

EDUCATION

Swiss National Bank, Gerzensee, Switzerland, International Portfolio Management

Wolfsberg Executive Management Program, Wolfsberg, Switzerland

City University, Zurich, Switzerland, Finance

PROFESSIONAL AFFILIATIONS, CERTIFICATIONS, ETC.

Served six years on the board of directors, New York Society of Security Analysts (NYSSA)

Frequent lecturer on equity strategy, market, sector and company valuation, and emerging technologies at New York Society of Securities Analysts, Fordham Graduate Business School, and other conferences and seminars.