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CAS Investment Partners is a value focused investment manager run by Clifford Sosin.  This website contains publicly available materials.  To learn more, get in touch. 

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575 Lexington Avenue, Suite 12-101

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White Paper

EQUITY IS THE PROBLEM!  A PROPOSAL FOR BANK CAPITALIZATION BY ELIMINATING EQUITY CAPITAL

June 8, 2018

By Peter Blaustein, Blueport Capital and Clifford Sosin, CAS Investment Partners

 

This paper presents a system for bank capitalization and regulation which reduces procyclicality from money and finance, and thus should reduce the probability and severity of future recessions caused by banking crises. The core innovation is to replace the equity requirements of the current system with new requirements demanding substantial issuance of a new security, Positive Book Equity Recourse Notes (PBERN), that is related to Equity Recourse Notes (ERN) devised by Jeremey Bulow and Paul Klemperer in 2013. This system is designed to stabilize credit availability in the economy during periods of shock and support a higher output economy while minimizing moral hazard issues, costs to the government and bank cost of capital.

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