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Invest

'Succession' na Berkshire? O mistério por trás do substituto do nº 2 de Warren Buffett 4u4lc

Mateus Omena

3 de junho de 2025 às 09:46

Daniel Zuchnik / Colaborador/Getty Images

Com o anúncio de Warren Buffett sobre a nomeação de Greg Abel como seu sucessor na liderança da Berkshire Hathaway, a atenção dos analistas agora se volta para outra questão:

Quem será o próximo a assumir o lugar de Ajit Jain, vice-presidente de operações da companhia?

Charlie Munger/Getty Images

Por quase 40 anos, Jain foi a mente responsável pela força do setor de seguros da Berkshire. Os resultados gerados por ele foram fundamentais para que Buffett expandisse o conglomerado e fortalecesse sua carteira de investimentos.

Especialista em avaliação de riscos, Jain estruturou apólices que protegem desde o edifício mais alto de Chicago contra ataques terroristas até a Pepsi.

Com isso, o executivo evitou pagar um prêmio de rifa de US$ 1 bilhão, além de seguros para times de beisebol contra lesões de jogadores famosos como Alex Rodriguez. Durante sua gestão, ele gerou bilhões em receitas para a empresa.

WILL RAGOZZINO/Patrick McMullan/Getty Images

Buffett chegou a afirmar que "até a criptonita repercute em Ajit". Atualmente com 73 anos, Jain apresentou no ano ado ao conselho da Berkshire uma lista com possíveis sucessores.

Steve Pope//Getty Images

Quem assumir seu cargo irá comandar uma operação em transformação, diante da chegada de novos concorrentes e com o segmento de seguros de automóveis como principal fonte de receita da empresa nos últimos anos.

Buffett e Jain não comentaram o assunto ainda, e a Berkshire não divulgou os nomes indicados na lista. No entanto, especialistas do setor, consultados pelo jornal Wall Street Journal, sugerem alguns candidatos.

Quem são os possíveis candidatos para substituir Ajit Jain na Berkshire Hathaway?

Joe Brandon, CEO da Alleghany

Todd Combs, CEO da Geico

Peter Eastwood, CEO da Berkshire Hathaway Specialty Insurance

Kara Raiguel, CEO da General Re