Kyle Bass Presentations

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Nov 01, 2010
I have some great documents written by Kyle Bass that I have embedded into Scribd for easing viewing. All the documents are fairly recent.

First a brief into:

Kyle is the Managing Member and Principal of Hayman Advisors LP’s general partner, formed in December 2005. Hayman Advisors serves as the investment manager to the Hayman Capital Master Fund LP and Japan Macro Opportunities Master Fund LP.

Mr. Bass is well known for his prescient investment analysis of the subprime crisis. In September 2007, he appeared as an expert witness before the House of Representatives Financial Services Capital Markets Subcommittee and in 2010, he appeared as a Financial Market Participant before the Financial Crisis Inquiry Commission, a bi-partisan 10-member panel established by Congress to examine the causes of the financial crisis. He is on the Board of Directors for The University of Texas Investment Management Co. ($16 billion AUM) and is a founding member of the Serengeti Asset Management Advisory Board.

Prior to forming Hayman Advisors, Mr. Bass worked as a Senior Managing Director at Bear, Stearns & Co., and as a Managing Director at Legg Mason, Inc. Mr. Bass graduated with honors with a Bachelor of Business Administration from Texas Christian University.

The first document talks about the failure of Keynesian Economics.

Hayman Advisors LP- The Pattern is Set 5.11.2010 (1)

The second document shows the amount of commitments that the IMF has which are outstanding. The chart is quite scary to say the least.

Kyle Bass: IMF Quotas and Commitments (1)


The third document which is slightly older (January 2010), the document is Kyle Bass's testimony before the financial Crisis Inquiry Commission Hearing on The Financial Crisis:

Kyle Bass testimony before congress

The fourth document discusses the future of public debt. The document focuses on public debt; fiscal deficit; age-related spending; inflation; interest rates; default risk:

Kyle Bass - The Future of Public Debt


H/T to David Lau of http://dahhuilaudavid.blogspot.com/ for the find.

http://www.valuewalk.com/