花旗前掌門潘偉迪的三人幫散伙了
????前花旗集團CEO潘偉迪（Former Citi CEO Vikram Pandit）
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????花旗集團（Citigroup）周二下午召開的電話會議基本上沒什么消息，最大的新聞可能就是董事長邁克?奧尼爾結束簡短講話后，新任CEO邁克爾?考伯特說的一番話。考伯特廣而告之：首席風險官布萊恩?里奇“承諾將繼續留在花旗”。 ????這個消息很值得關注，因為里奇是潘偉迪2007年接掌花旗時在關鍵崗位上安插的三位摩根士丹利(Morgan Stanley)老同事之一。兩人關系密切，但周二，潘偉迪已經下臺。《財富》雜志當時稱他們為“三人幫。” ????三人幫之一的約翰?哈文思是花旗總裁，同時掌管著機構客戶業務。周二，哈文思宣布隨著潘偉迪離開，他也將從花旗辭職。（哈文思稱自己只不過是將辭職時間提前了一點，他早就打算在今年年底前離開）。 ????第三位是花旗首席行政官卡拉翰，考伯特在講話中沒有提到。但既然考伯特特別提到了里奇和首席財務官約翰?戈斯帕奇(也將留下)，沒提卡拉翰就顯得特別突兀。我們的猜測是卡拉翰也將追隨潘偉迪離開。 ????像所有大銀行一樣，花旗面臨多方面的風險，而里奇普遍被認為在應對風險方面表現出色。因此他將繼續留在花旗的消息對于公司未來非常重要。一位前花旗董事周二表示，利奇“非常能干”。 ????這位董事過去和潘偉迪也很熟，對他的評價也很高：“一步一步，”這位董事說，“他帶領這家銀行站穩腳跟，增強實力。” ????美國聯邦存款保險公司（FDIC）主席希拉?貝爾絕不認同這樣積極的評價。他周三表示，與潘偉迪打交道“讓人惱火”，他根本“不能勝任工作”。貝爾在最近出版的新書《Bull by the Horns》中也一再抨擊潘偉迪的表現。 ????花旗的電話會議沒有透露更多為何潘偉迪突然離職的信息。但鑒于這家公司在市場中的重要地位，真相肯定會傳出來。另外，這樣的人事震蕩肯定對哪家公司都不是件好事，更別提這樣一家5年來一直在努力走出泥淖的公司了。 |
????On Citigroup's generally uninformative conference call on Tuesday afternoon, the biggest news may have come after Chairman Michael O'Neill finished his brief remarks and new CEO Michael Corbat launched his. Corbat's bulletin: Chief risk officer Brian Leach "has committed to stay." ????That bears big notice because Leach was one of three Morgan Stanley (MS) veterans whom Vikram Pandit —out as CEO as of Tuesday — installed in important Citi jobs when he took over in 2007 and who were very close to him. Fortune described them soon after as "the three amigos." ????One of the amigos, John Havens, president of Citi (C) and also head of the Institutional Clients Group, announced Tuesday that, with Pandit's departure, he would be resigning from Citi also. (Havens positioned his exit as an acceleration of plans he already had to leave at the end of this year). ????The third amigo was Don Callahan, Citi's chief administrative officer, whom Corbat, in his remarks, did not mention. But since Corbat did put the spotlight on both Leach and chief financial officer John Gerspach (also staying), the omission of Callahan's name stood out. The bet here is that Callahan will be following Pandit out the door. ????Citi's risks, like those of all major banks, are manifold and Leach is widely regarded as having done an excellent job in handling them. So the news that he's sticking around is important for the health of the company. One former Citi director said yesterday that Leach was "fabulous." ????That same one-time director, it should be said, got to know Pandit well and thinks very highly of him: "Step by step," the director says, "he stabilized and strengthened the bank." ????That favorable opinion is not shared by former FDIC chairman Sheila Bair, who said today she had found Pandit "maddening" to deal with and just "not up to the job." Bair's recently released book, Bull by the Horns, repeatedly knocks Pandit's performance. ????Citi's conference call added very little to what is known about Pandit's abrupt departure from his job. But the story—given the importance of the company—is almost certain to come out. In the meantime, disruption of this kind cannot be good for any company, much less one that has been digging itself out of a deep hole for five years. |
