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, Greg 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, Greg 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. Greg also wrote a weekly column for the Wall Street Journal Interactive edition and other financial newspapers throughout the world.
Before founding Pegasus Research, Greg 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. Greg began his professional career in the investment industry with Credit Suisse Holding as a research editorial associate.
Greg'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.
Equities Valuation; Financial Sector Stocks; Fund Management and Mutual Funds; Portfolio Management
Bates Group LLC, Director and Testifying Expert, 2011 - Present
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
International Portfolio Management, Swiss National Bank, Gerzensee, Switzerland
Wolfsberg Executive Management Program, Wolfsberg, Switzerland
Finance, City University, Zurich, Switzerland