Monday, June 4, 2012

Why Gupta Risked It All




Behind the snooze-worthy facade, the Gupta trial is anything but dull. Much of the trial’s drama stems from the Icarus-like fall of Gupta himself. A regal-looking Indian immigrant, Gupta rose from nothing to build an enviable life — first non-American head of McKinsey, trusted advisor to CEOs all over Wall Street, inhabitant of a 26-room Westport mansion that was once owned by the retail magnate J.C. Penney. Gupta's accomplishments are so comprehensive that they have become a strategy for his defenders — why, they ask, would such a lucky guy risk all he had by leaking secrets to a friend?

This week, Goldman Sachs chief Lloyd Blankfein will be among the witnesses to take the stand to help the government answer that question. Blankfein is expected to tell jurors that Gupta was a bad apple who played fast and loose with information about Goldman’s earnings, in violation of the bank’s policies.  Publicly throwing a former director under the bus is an odd step for a CEO of a company known for its discretion, but for Blankfein, the alternative to dropping a dime is much worse. Gupta’s defense team has sought to paint Goldman Sachs as a cesspool of illegal tipsters, any number of whom could have leaked information to Rajaratnam.

Calling Blankfein to the stand will also shed light on the difference between Wall Street’s twin currencies.  On Wall Street, people like Gupta and Blankfein are considered members of a class that has power, but not real money. In court last week, Gupta's private banker estimated his net worth at $84 million — a fortune by any objective measure, but a fraction of what Rajaratnam and other hedge fund moguls are worth.....

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