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The Shareholder Forumtm

Direct Accesstm

hosted by

CFA Society New York

For related issues, see programs for

Fair Investor Access

 

 

 

November 10, 2020

Oshkosh CEO Discussion and Plant Tour

hosted by

CFA Society New York

with the support of

The Shareholder Forum

 

 

Agenda

(as presented by CFANY prior to event; for full presentation with links to speaker profiles, click here)

 

4:00 PM | OPENING REMARKS AND INTRODUCTIONS

Leo Schmidt, CFA, Chair, CFA Society New York’s Institutional Asset Management Group

Gary Lutin, Chairman, The Shareholder Forum

________________________________________

4:05 PM | CEO WILSON JONES WELCOME FROM PIERCE PLANT (FIRE & EMERGENCY VEHICLES)

Wilson Jones, Chief Executive Officer, Oshkosh Corporation

________________________________________

4:10 PM | INTRODUCTION TO COMPANY PRODUCTS & MARKETS

________________________________________

4:25 PM | VIRTUAL PIERCE PLANT TOUR

________________________________________

4:35 PM | JONES & OTHERS CONTINUE REVIEW WITH PANEL FROM PIERCE SHOWROOM

Oshkosh Corporation

Wilson Jones, Chief Executive Officer

Patrick Davidson, Senior Vice President, Investor Relations

Moderator

David Allen, CFA, Institutional Director, Schroders

Panelists

Steve Barger, Managing Director, Equity Research, KeyBanc Capital Markets Inc.

Jamie Cook, CFA, Managing Director, Head of U.S. Capital Goods Research, Credit Suisse

Stanley Elliott, Director, Diversified Industrials Sector, Stifel Financial Corporation

Christopher Meeker, CFA, Portfolio Manager, Research Analyst, Franklin Mutual Series

________________________________________

4:50 PM | AUDIENCE QUESTIONS

________________________________________

5:00 PM | CLOSING REMARKS

Leo Schmidt, CFA, Chair, CFA Society New York’s Institutional Asset Management Group

 

 

For a report of this event, see

November 12, 2020 Forum Report:

Archived Video of Direct Access with Oshkosh Corporation Hosted by the CFA Society New York

 

 

 

 

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.

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