摩根大通CEO和特朗普竞选美国总统?不可能
谁会与特朗普竞争2020年的总统之席?关于这个话题的猜测在过去一年里层出不穷,猜测对象有媒体大咖奥普拉·温弗莉、达拉斯小牛队老板马克·库班,还有说唱歌手坎耶·维斯特。 摩根大通的CEO杰米·戴蒙曾经表示“很愿意成为美利坚合众国的总统”——然而现在,他似乎正式把自己从竞选人名单上除名了。 作为银行业巨头摩根大通的董事长、CEO兼总裁,心直口快的戴蒙(他曾表示他认为特朗普干满一届任期就会下台)上周二宣布,他打算在“差不多未来5年”继续领导摩根大通,也就是说一直干到2023年。 分析人士称,这意味着美国最大银行的CEO将不会参与2020总统大选。戴蒙曾经在白宫担任过顾问——他是战略与政策论坛的成员,直到2017年夏天白宫将这个经济顾问团解散。据报道,他还曾拒绝过财政部长的职位,给同为华尔街人士的史蒂芬·努钦让了路。 “杰米·戴蒙有可能继续在摩根大通CEO的职位上工作五年的消息一出来,关于他将在短期内步入政坛或者接受政治任命的猜测也就不成立了,” Keefe Bruyette and Woods公司的分析员本周一在报告中写道。 尽管戴蒙曾经称竞选总统“太难了,也太晚了”,还是有不少风传说他会开展拉票活动。2017年下半年,这些谣言再度复活,起因是戴蒙认为民主党在2020年大选中毫无获胜希望,除非民主党找到“一位强有力的亲商业、亲自由企业的候选人。”评论家们认为描述的这些特征很符合戴蒙自己。 然而戴蒙最近宣布的消息不等于说他就完全没可能参加总统竞选了,因为未来五年没人拿链子把他拴在那个职位上,再说还有2024年呐,那时戴蒙也就68岁。 对于摩根大通的股东来说,更重要的事情是,该银行正在制定一个更为清晰的继任者计划,为戴蒙五年后离职做好准备。摩根大通将55岁的丹尼尔·品托和59岁的戈登·史密斯双双任命为联席首席运营官和联席总裁。品托目前负责摩根大通的企业和投资银行业务,史密斯负责消费者银行业务。考虑到年纪的问题,很难说下一任CEO是否会从他们二位之中产生。 摩根大通还任命了一些其他的高层管理人员,在公司内部把他们提拔到更高职位。 戴蒙在一份声明里称:“我们另一些杰出CEO的职责范围在去年扩大了,他们通过在内部组建伙伴关系,逐渐在公司管理上担当更大的重任,包括负责资产和财富管理的玛丽·俄尔道斯(50岁)、负责商业银行业务的道·皮特诺52(岁),以及首席财务官玛丽安·雷克(48岁)。” 对于从2005年就开始担任摩根大通CEO的戴蒙,股东们并不反对他再干五年,其原因不难理解。戴蒙通过市场资本化使摩根大通成为美国最大的银行,市值达到4030亿美元。在他掌舵元年,美国最大的银行是市值2470亿美元的花旗集团,当时摩根大通坐在第三大银行的交椅上,市值约1350亿美元。 成绩得来并非一帆风顺。2013年,摩根大通同意支付130亿美元给执法部门来搞定2013年的金融危机事件。几乎与此同时,人称“伦敦鲸”的摩根大通交易员2012年使公司在企业债市场损失了62亿美元,戴蒙为此付出了薪水减半的代价。(财富中文网) 译者:珠珠 |
Who will run against President Donald Trump in the 2020 election? In the past year, the rumor mill has sputtered out names including entertainment mogul Oprah Winfrey,Dallas Mavericks owner Mark Cuban, and rapper Kanye West. But J.P. Morgan CEO Jamie Dimon, who once said he’d “love to be president of the United States of America,” seems to be officially striking himself off the list. At least for now. The outspoken chairman, CEO, and president of the banking giant (who has said he expects Trump to be a one-term president) announced plans on Tuesday to stay on as J.P. Morgan’s head for “approximately five more years,” or until 2023. The news should quash suggestions of a 2020 presidential run for the CEO of the largest U.S. bank, analysts say. Dimon has made his rounds in the White Hourse as an advisor, having served on the White House’s Strategic and Policy Forum before its dissolution mid-2017. He also reportedly turned down the role of Treasury Secretary, making way for another fellow Wall Streeter Steven Mnuchin. “The announcement that Jamie Dimon was potentially staying for five additional years as CEO should end speculation that he may leave for political office or political appointments in the near term,” wrote Keefe Bruyette and Woods analysts on Monday. While Dimon had previously said that “it’s too hard and too late” to run for the White House position in 2016, tittle-tattle of a potential campaign has persisted. In late 2017, Dimon reinvigorated such rumors after saying that Democrats have no chance in the 2020 elections unless they find “a strong centrist, pro-business, pro-free enterprise candidate.” Commenters thought that description sounded a lot like likeDimon himself. Still, the most recent announcement won’t completely cancel out the possibility of a potential run, as Dimon is not chained to his role for the next five years. Nor has it completely wiped away questions of a 2024 run, when Dimon will turn 68. More importantly for J.P. Morgan’s shareholders, however, the bank also set out a clearer succession plan in preparation of Dimon’s potential departure five years down the road. It appointed 55-year-old Daniel Pinto and 59-year-old Gordon Smith as co-chief operating officers and co-presidents. Pinto currently heads J.P. Morgan’s corporate and investment banking unit, while Smith leads its consumer banking side. It’s also hard to say whether the two are in the running for CEO, given their ages. J.P. Morgan also pointed to a handful of other executives making their way up the ranks in the company. “Our other outstanding CEOs, Mary Erdoes (50), Asset and Wealth Management, and Doug Petno (52), Commercial Bank, along with our Chief Financial Officer, Marianne Lake (48), took on expanded roles last year and have played progressively more significant roles partnering across the firm in helping manage the company,” Dimon said in a statement. It’s not hard to see why shareholders appear to be okay with Dimon, who become CEO in 2005, for another five years. By market capitalization, Dimon has helped turn the company into the largest U.S. bank, valued at $403 billion. In the year he took leadership, Citigroup was the largest U.S. bank, valued at $247 billion, and J.P. Morgan was the third largest with a market capitalization of about $135 billion. Those gains have not come without hiccups. J.P. Morgan agreed to pay $13 billion to regulators to settle claims surrounding the financial crisis in 2013. A J.P. Morgan trader known as “London Whale,” meanwhile, lost the firm $6.2 billion on bets in the corporate debt market in 2012. Dimon took a 50% pay cut for the incident. |