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巴菲特即将卸任,伯克希尔投资经理康姆斯跳槽摩根大通
Jin Rong Jie· 2025-12-09 04:34
与此同时,伯克希尔还将设立总法律顾问职位。曾在科技公司Snap担任总法律顾问的迈克尔·奥沙利文 将于2026年出任该职位,这标志着伯克希尔新设了一个公司职位。此前公司主要依靠外部律所提供法律 服务。 康姆斯于2010年从其对冲基金加入伯克希尔,与特德·韦施勒一起负责管理伯克希尔的投资组合。他曾 被视为未来首席投资官的竞争者之一。巴菲特在声明中表示,康姆斯为GEICO招募了许多优秀人才, 拓宽了公司视野。 据悉,巴菲特已宣布将于年底卸任首席执行官,让位给格雷格·阿贝尔。阿贝尔现年63岁,负责伯克希 尔非保险业务。这些人事调整为巴菲特的正式交棒做好了准备。 伯克希尔·哈撒韦在巴菲特即将卸任之际进行了重大人事调整。投资经理托德·康姆斯将离开伯克希尔, 加入摩根大通担任重要职位。 现年54岁的康姆斯此前担任伯克希尔投资经理,同时兼任GEICO保险公司首席执行官。他将于2026年1 月正式加入摩根大通,领导该行"安全与韧性倡议"旗下的战略投资集团。这一集团管理资金规模达100 亿美元,专注于国防、航空航天、医疗保健和能源等关键领域的直接股权投资。 康姆斯自2016年起担任摩根大通董事会成员,为接受新职位已辞去董事职务。 ...
小摩1.5万亿基金首投揭晓 落子锑矿商锁定‘战争金属’供应
Feng Huang Wang· 2025-10-27 22:20
Group 1 - Perpetua Resources announced an agreement with Agnico Eagle and JPMorgan to raise $255 million through equity investment [1] - JPMorgan will invest $75 million to acquire nearly 3% of Perpetua, marking the first investment under its $1.5 trillion "Safety and Resilience Initiative" [1] - The initiative aims to support critical U.S. industries such as rare earths, robotics, nuclear energy, and artificial intelligence over the next decade [1] Group 2 - Perpetua's antimony-gold project in central Idaho has commenced construction, expected to produce the only critical antimony mine in the U.S. and one of the highest-grade open-pit gold mines [1] - Antimony is crucial for military supply chains, used in the production of armor-piercing ammunition, explosives, nuclear weapons, and night vision equipment [1] - The project has an antimony reserve of 148 million pounds (approximately 67,000 tons), making it the only large antimony mine discovered in the U.S. and one of the largest in the world [1] - Once operational, the project is projected to supply about 35% of U.S. antimony demand in its first six years [1] Group 3 - Under the agreement, JPMorgan will receive warrants for Perpetua's stock, with a maximum investment of $42 million if exercised within one, two, and three years post-transaction [2] - Agnico Eagle will invest $180 million for a 6.5% stake in Perpetua and will assist in developing the mining site [2] - JPMorgan's CIB co-CEO Doug Petno emphasized the investment's importance for national security and resilience, aligning with the initiative's core goals [2]
X @外汇交易员
外汇交易员· 2025-10-14 01:38
摩根大通宣布启动一项规模高达1.5万亿美元的“安全与韧性倡议”计划,在未来十年内为重振美国工业基地提供资金,针对美国经济与国家安全至关重要的核心产业,包括供应链与先进制造、国防与航空航天、能源独立,以及包括人工智能和量子计算在内的前沿科技。CEO戴蒙强调,此计划100%商业化,并非美国政府主导。#行情 周一美股量子计算集体狂欢,Rigetti $RGTI 涨25%,D-Wave量子 $QBTS 涨23%,Arqit $ARQQ 涨20%。 ...