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Cancellation policy:  48 hours in advance of the program for a no-charge cancellation.


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Fireside Chat with Jeff Gramm


March 29, 2018
9:00 AM - 10:30 AM

Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website

About the Book: Dear Chairman

A sharp and illuminating history of one of capitalism’s longest tensions – the conflicts of interest among public company directors, managers, and shareholders – told through entertaining case studies and original letters from some of our most legendary and controversial investors and activists.

Recent disputes between shareholders and major corporations, including Apple and Dupont, have made headlines. But the struggle between management and those who own stock has been going on for nearly a century. Mixing never-before-published and rare, official letters from Wall Street icons – including Benjamin Graham, Warren Buffett, Ross Perot, Carl Icahn, and Daniel Loeb – with masterful scholarship and professional insight, Dear Chairman traces the rise in shareholder activism from the 1920s to today, and provides an invaluable and unprecedented perspective on what it means to be a public company, including how they work and who is really in control.

Jeff Gramm analyzes different areas and pivotal boardroom battles form the last century to understand the factors that have caused shareholders and management to collide. Throughout, he uses the letters to show how investors interact with directors and managers, how they think about their target companies, and how they plan to profit. Each is a fascinating example of capitalism at work told through the voices of its most colorful, influential participants.

About the Author: Jeff Gramm


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 on 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.”

Vitaliy Katsenelson 

Mr. Katsenelson joined IMA in 1997. He received both his BS and MS degrees in finance from the University of Colorado at Denver.

His two books, Active Value Investing and The Little Book of Sideways Markets, were published by John Wiley & Sons and have been translated into eight languages. His articles have appeared in Barron's, Financial Times, Forbes, Business Insider, CNBC, The Globe & Mail, and MarketWatch, among others. Vitaliy has also been a guest on CNBC, Fox Business, BNN, and Yahoo! Finance.

Vitaliy has close to 20 years of investment experience and has taught a graduate investment class at the University of Colorado at Denver. He also speaks to investor organizations in the US and abroad.

Mr. Katsenelson is a CFA charterholder and has served on the board of the CFA Society of Colorado. Forbes magazine called him “the new Benjamin Graham”.

He serves on the board of Arapahoe Philharmonic.


No-shows and cancellations within 48 hours of the event will be assessed an additional $35 fee.