Forum Home Page see Broadridge note below]

The Shareholder Forumtm

Direct Accesstm

hosted by

CFA Society New York

For related issues, see programs for

Fair Investor Access

 

 

For the Forum's report to participants of the event presented in the email below from the program's host to members of CFA societies, see

 

To download a printable copy of this email distribution, click here.

From: CFA Society New York <cfany@cfany.org>
Sent: Thursday, November 05, 2020 5:30 PM
To: [CFANY distribution list]
Subject: Oshkosh CEO Discussion and Plant Tour

Meet Oshkosh’s CEO Wilson Jones and learn how the company prospers from making needed products.

 

Oshkosh CEO Discussion and Plant Tour

Tuesday, November 10 | 4:00 - 5:00 pm

 

In a live virtual meeting with CEO Wilson R. Jones and other executives of Oshkosh Corporation, society members will learn about this Fortune 500 mid-cap that generates sustainable profits from its market leadership in essential industries, manufacturing Pierce fire trucks, tactical wheeled vehicles used by the men and women of the U.S. armed forces and other vocational trucks used broadly in construction and other industries. The event will include a virtual tour of the company’s Appleton, Wisconsin custom fire truck manufacturing plant, along with questions from a panel of knowledgeable analysts. This direct access will be a way to introduce the company to new investors, and a chance for investors who are familiar with Oshkosh to ask questions.

 

Learn More

 

 

 

Speakers

David Allen, CFA

Schroders

 

Steve Barger

KeyBanc Capital Markets Inc.

 

Jamie Cook, CFA

Credit Suisse

 

Stanley Elliott

Stifel Financial Corporation

 

Wilson Jones

Oshkosh Corporation

 

Christopher Meeker, CFA

Franklin Mutual Series

 

 

 

 

 

 

 

Direct Access events are organized by the Shareholder Forum to provide effective examinations of investor interests in a subject company, according to the objectives defined in the Forum's public interest  program for "Fair Investor Access." The program for public presentations of these events, including their identification and professional analysis of investment issues, has been defined to support the mission of the hosting CFA Society New York, which had co-founded the Forum in 1999 to provide the required SEC-defined independent moderator functions for its pioneering programs that became known as "corporate access" events.

Communications for the planning of a Direct Access event are conducted according to the Forum's posted Conditions of Participation to provide both investor and corporate decision-makers with access to information and a free exchange of views relating to their interests. Each participant is expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants, and it is a Forum rule that participants will not be identified or quoted without their explicit permission.

Inquiries about Direct Access events may be addressed to access@shareholderforum.com.

The information provided to Forum participants is intended for their private reference, and permission has not been granted for the republishing of any copyrighted material. The material presented on this web site is the responsibility of Gary Lutin, as chairman of the Shareholder Forum.

Shareholder Forum™ is a trademark owned by The Shareholder Forum, Inc., for the programs conducted since 1999 to support investor access to decision-making information. The Forum has no responsibility for services or communications of others using the “Shareholder Forum” name.

Direct Access is a trademark owned by Direct Access, Inc.