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
 

 

Direct Access Program

 

Direct AccessTM events have been organized to present a live, public discussion

between investment professionals and the executives of a single company

to support informed decisions of both investors and the company's management

for the use of investors' capital.

 

Programs that successfully demonstrated the Shareholder Forum's processes

of regulatory compliant, publicly open access

were conducted with companies selected for their exemplary management

by a panel including representatives of the hosting CFA Society and the financial media.

 

 

November 12, 2020 Forum Report

Direct Access with Oshkosh Corporation

Hosted by the CFA Society New York

t t t

March 11, 2024, Forum Report

 Direct Access™ with Exemplary Companies:

Texas Instruments Incorporated

 

 

 

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.