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Practitioners’ View on Shareholder Activism

Event Description

We invite you to join value fund managers Tobias Carlisle and Jeff Gramm for a discussion about value investing and shareholder activism.

Activist investors have made headlines throughout 2017 as they target larger and larger companies in the US and Canada. The two best-regarded books on the topic are Carlisle's "Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations", and Gramm's "Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism".

Carlisle and Gramm will discuss the rise of shareholder activism and what it means for public companies and their shareholders. Carlisle has also co-written two well-received books on value investing, a topic that Gramm teaches at Columbia Business School.  


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TOBIAS CARLISLE - Chief Investment Officer
Carbon Beach Asset Management LLC

Tobias Carlisle is best known as the author of the well regarded website Greenbackd, the book Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014, Wiley Finance), and Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012, Wiley Finance). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

Prior to founding the forerunner to Carbon Beach in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Jeff Gramm.png 

​Bandera Partners

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."

Event Type


Education Topic

Equity Investments

Start Time

2017-11-09 12:00 PM

End Time

2017-11-09 1:30 PM

Event City


Event State/Province


Event Country


Event Region


Location Info

​Terminal City Club
837 West Hastings St
Vancouver, BC


Tobias Carlisle and Jeff Gramm

CE Credits


SER Credit


Member Price


Non-Member Price


Candidate Price



​​​EARLY BIRD FEE - until October 24, 2017
Members (and Candidate Members) - Click here to register
Candidates - Click here to register
Non-Members - Click here to register​

REGULAR FEE - applies after October 24, 2017
Members: $50​
Candidates: $65
Non-Member: $65

All Day Event







Content Type: Custom Calendar
Created at 2017-10-04 5:05 PM by
Last modified at 2017-10-19 9:15 AM by