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Combs, Berkshire's Combs, is the new face of JPMorgan in its national security bet

Todd Combs, Berkshire Hathaway's seniorest external hire, will?turbocharge JPMorgan Chase’s $1.5 trillion push towards national security. Combs is a longtime deputy of legendary investor Warren Buffett. He joined the nation's biggest bank this week to head a team which will invest over $10 billion in JPMorgan money into companies that are deemed "strategic" for the United States. He will be reporting directly to CEO Jamie Dimon.

Sean Dunlop is a Morningstar banking analyst. He said, "It's hoped that the group of investors can help JPMorgan identify opportunities, and identify and overcome policy obstacles."

Combs’ group will target smaller and midsized businesses rather than large-scale acquisitions. JPMorgan's investment in Perpetua Resources Corp., which raised $255 in equity investments recently, triggered the initiative in late October.

DIMON'S BUS TOUR

Dimon's annual bus tour, which took place this summer, was the catalyst for the bank's initiative on national security. He visited the L3Harris Technologies plant in Alabama which produces?critical propulsion system, solid rocket motors, and engines for major defence and space programs. Source: An executive told Dimon that their supply chain and vendors can be challenged by 'uncertainty about future orders volumes. Dimon asked bankers to explain how they could assist vendors of large defence companies facing similar challenges.

L3Harris has declined to comment.

JPMorgan has a 10-year, $1.5 trillion plan to finance, facilitate and invest in industries that are critical to the national economy. The bank will invest direct equity or venture capital of at least $10 billion to select companies in the United States as part of its new initiative.

Sources said that Combs' new team at JPMorgan will include both external hires and employees who are being redeployed to the asset and wealth management and corporate and investment banking departments.

Combs was previously on the board of JPMorgan. He led Geico, an insurer backed by Berkshire. Dimon chose him as his first choice, according to the source.

Dimon stated in a Monday statement that Todd Combs was one of the most successful investors and leaders he had ever known. Combs, who ran a hedge-fund before joining Buffett's conglomerate, joined the company in 2010.

"He really enjoys working here, and he knows the senior staff. He loves this company." Dimon said in a Financial Times report that Combs was a "natural fit" for the company. "I find it incredibly interesting that he uses his skills in so many different ways."

Combs is "a very impressive long-term investor track record", according to Meyer Shields at Keefe Bruyette & Woods.

Imagine (Combs), metaphorically, sitting at (Buffett)'s (Buffett) knee to understand how Warren Buffett views the world. It's likely that his background is a good one for the strategic role he will be undertaking at JPMorgan."

Buffett's focus on executives running businesses, such as Combs when he was at Geico, helps them have a deeper understanding than other investors.

Dimon has always linked economic strength and national security. He writes in his annual letters to investors, that America must invest in critical technologies and rebuild its industrial capacity to maintain leadership in the world. Dimon said that the U.S. is too dependent on China to provide essential resources such as semiconductors, pharmaceutical ingredients and rare earths. Dimon said that the U.S. is too dependent on China for essential resources like rare earths, semiconductors and pharmaceutical ingredients. Dunlop says it is still unclear how much of JPMorgan's $1.5 trillion commitment will be split between direct investment and loans, and what percentage will see JPMorgan acting as an intermediary.

JPMorgan was both a lender and an advisor to MP Materials, in October. They arranged $1 billion in committed financing for the government-backed deal that aims to increase output of rare earth magnetic materials. (Reporting and editing by Lananh Nguyen, Nick Zieminski and Saeed Azhar)

(source: Reuters)