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From: CFA Society New York <>
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





David Allen, CFA



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.

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