E-mails reveal Wells Fargo worries

Internal communications by executives play a big role in a St. Paul trial over disputed investment strategy.

David Phelps, Minneapolis Star-Tribune

An e-mail sent by a Wells Fargo & Co. executive in early 2008 offered this warning to colleagues: “Everything we say will be used against us.”

That e-mail now is among the mound of internal bank documents, including handwritten meeting notes, introduced by attorneys for four nonprofits who are suing Wells Fargo over its securities-lending investment program.

Halfway through a projected six-week trial in St. Paul, the question is whether such evidence can convince a jury to award the nonprofits $407 million in damages.

Wells Fargo will present its defense in the coming weeks, but offered some insight last week when its lawyers noted that the plaintiffs are not unsophisticated investors. The nonprofits employ outside financial advisers and are governed by boards that include directors with backgrounds in banking and finance, the bank’s lawyers contend.

Bank executives have been confronted at the trial with e-mails and e-mail chains about the Wells Fargo securities lending program, which ran into trouble when the credit markets soured in 2007. The e-mails suggest that executives fretted over responding to the credit crisis and debated what to tell clients.

“I think it is a bad idea to answer these questions right now,” one executive in the securities lending department said in an e-mail about client inquiries as the market tanked. The same e-mail contained the warning that executives’ statements will be used against them.

Several months later, the same executive said in another e-mail about continuing client inquiries, “We never admit to ‘having problems.’”

The e-mails were introduced by Mike Ciresi, lead attorney for three charities and an insurance fund, as he cross-examined bank executives, including retired chairman Richard Kovacevich and current chairman John Stumpf. Other e-mails and meeting notes reveal worries about the management of the program and whether the bank or investors should bear the losses.

Read more here: http://www.startribune.com/business/93143674.html?elr=KArksLckD8EQDUoaEyqyP4O:DW3ckUiD3aPc:_Yyc:aULPQL7PQLanchO7DiUsT&utm_source=web&utm_medium=twitter

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Wells Fargo CEO Feels Your Pain: “I Have Been Upside Down On a Mortgage”

Michael Corkery, Wall Street Journal

Wells Fargo Chief John Stumpf seems to fit into the later camp. After all, the Minnesota native runs a bank that prides itself on being a more conservative, down-to-earth alternative to its flashy Wall Street cousins. The investment community knows even less about Wells’ top executives, because the San Francisco bank only recently started holding earnings conference calls.

So it was surprising when Stumpf indicated during Wells first-quarter conference call on Wednesday that he knew what thousands of his customers are going through: He too had been “underwater” on his own mortgage.

“There have been times in my life I have been upside down on a mortgage, and if you give people a job, they want to stay in their home, they pay,” Stumpf told analysts.

Stumpf was citing his personal experience in order to shrug off concerns that home owners will stop paying their home-equity loans when their total mortgage debt exceeds the value of their homes.

“I actually grew up as a collector and the things that cause delinquency, and frankly loss, are the same things that were there 35 years ago when I started, and the biggest issue there is unemployment,” Stumpf said. “If people have a job, they want to and tend to pay their bills. So what causes loans to go into a delinquency situation typically is, if you want the big four, it is death, divorce, unscheduled medical payment and a lack of a job. And lack of a job is the big one.”

Stumpf didn’t elaborate on when he was underwater, and a Wells spokesman declined to comment further.

We are guessing Stumpf hasn’t been underwater for some time, given the housing perks he receives.

As Deal Journal reported last month, Stumpf collected a “$27,000 “transfer bonus” in 2009, which is meant to cover his cost of living increases since moving to San Francisco, where Wells is based, from Colorado—in 2004. He has received the bonus every year since his move. That comes on top of the $21.3 million compensation package for his work last year.

Read more here: http://blogs.wsj.com/deals/2010/04/23/wells-fargo-ceo-feels-your-pain-i-have-been-upside-down-on-a-mortgage/?utm_source=twitterfeed&utm_medium=twitter

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Wells Fargo Chief Makes $21.3 Million

DOUGLAS MCINTYRE, Daily Finance

Wells Fargo (WFC) CEO John Stumpf made $21.3 million last year, up from a mere $8.8 million in 2008, according to the preliminary proxy the bank filed with the SEC on March 3rd. The four executives under him, including the CFO, the head of wealth management, the chief of wholesale banking, and the head of consumer finance, made an average of $13 million. Stumpf’s cash compensation was over $5 million and he also received nearly $45,000 in perquisites which included use of a company car.

Welcome to the world after TARP repayment, and less than two years after the credit crisis nearly brought the U.S. banking system to it knees.

The Wells Fargo board may argue that its CEO posted strong enough results for the firm’s stock to be up 250% during the last year, but that’s no better the the improvement in Citigroup’s (C) shares, and well below the run-up in the shares of Bank of America (BAC). Advocates of Stumpf’s pay package might argue that he deserves his compensation simply because Wells Fargo is still around and several other large banks and investment banks are not.

The Administration and Congress are still considering significant restrictions on bank activity in the future, including the Volcker rule, which would sharply restrict proprietary trading. There is no guarantee that if bank executives had taken more modest pay politicians would not be as aggressive in “punishing” financial firms with greater oversight, but paying a bank CEO $21 million certainly does not help.

Read more here: http://www.dailyfinance.com/story/company-news/wells-fargo-chief-makes-21-3-million/19382717/

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