Dear Chairman: Shareholder Activism and Value Investing
Please join hedge fund managers James Pappas and Jeff Gramm for a discussion about shareholder activism and value investing. Activist investors have made headlines throughout 2017 as they target larger and larger companies in the US and Canada. Pappas' JCP Investment Management has engaged in many high profile battles with public companies. Gramm's book, Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism, is the best-regarded book on the topic. The two investors will discuss the nuances of shareholder activism in a fireside chat discussion.
Jeff Gramm manages Bandera Partners, a value-oriented hedge fund, and teaches value investing at Columbia Business School. His recently published book, Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism was named one of the best books of 2016 by the Financial Times. It has been praised as "a terrific read" by Andrew Ross Sorkin in the New York Times, "a revelation" by the Financial Times, "a grand story" by The Wall Street Journal, and "an engaging and informative book" by The New Yorker. Charles Schwab wrote about Dear Chairman, "It should be required reading for anyone who wants to participate in our great ownership system, as investor or manager."