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Dear Chairman: Shareholder Activists Discuss Life in the Trenches
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When: Tuesday, December 13th
5:30pm to 7:00pm
Where: Crescent Hotel
400 Crescent Court
Dallas 75201
Contact: CFA Society of Dallas/Fort Worth

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Dear Chairman: Shareholder Activists Discuss Life in the Trenches


Join CFA/DFW for a cocktail reception and program on Tuesday, December 13th. These two hedge fund managers will sit down for a fireside chat to discuss activist investing. Learn how evolving tactics (proxy fights - corporate raiders - hedge funds managers) have been used by activist investors to challenge inefficient corporations. Gramm and Pappas will then share some of their own experiences in the trenches of activist investing.

**The first 40 attendees will receive a copy of Jeff Gramm's book, Dear Chairman**




5:30 PM Registration & Cocktail Reception
6 PM Program
Crescent Hotel - Salons

Cost: $45 Members/$55 Non-Members

Speaker Bio: Jeff Gramm, 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, 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.” 

Speaker Bio: James Pappas, JCP Investment Management, LLC

Mr. Pappas founded JCP Investment Management in Houston in June 2009 and is the Managing Member and owner of the Firm. In addition, he currently serves as a director of Jamba, US Geothermal, Tandy Leather Factory and previously served as a director of The Pantry, Samex Mining Corp and Morgan's Foods. 

From 2005 until 2007, Mr. Pappas worked for The Goldman Sachs Group, Inc. in their Investment Banking / Leveraged Finance Division. As part of the Goldman Sachs Leveraged Finance Group, Mr. Pappas advised private equity groups and corporations on appropriate leveraged buyout, recapitalization and refinancing alternatives. 

Prior to Goldman Sachs, Mr. Pappas worked at Banc of America Securities, the investment banking arm of Bank of America, where he focused on Consumer and Retail Investment Banking, providing advice on a wide range of transactions including mergers and acquisitions, financings, restructurings and buyside engagements. 

Mr. Pappas received a BBA in Information Technology, and a Masters in Finance from Texas A&M University.