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The Shareholder Forumtm

Direct Accesstm

hosted by

CFA Society New York

For related issues, see programs for

Fair Investor Access



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Forum Report: CFANY Direct Access Program


Direct Access Program with Oshkosh Corporation

Hosted by the CFA Society New York

Supporting the essential interests of Forum participants in access to information for investment decisions, we have organized a program with the CFA Society New York (formerly known as the New York Society of Security Analysts) for their hosting of an event providing direct access to the senior management of Oshkosh Corporation.[1] Details of the event, to be webcast live on Tuesday, November 10th, beginning at 4:00pmET, can be found on the Society’s website:

Oshkosh CEO Discussion and Plant Tour

Come explore with us, in a live meeting with CEO Wilson R Jones and plant tour, how this Fortune 500 industrial makes sustainable profits as a market leader in essential products….

Institutional Asset Management, Virtual Events & Programming

The Society’s Institutional Asset Management Group will be moderating the live discussion of Oshkosh executives with a panel of buy-side and sell-side analysts, and webcast participants will be able to present questions.

The Forum invited Oshkosh’s participation in this program as an example of a company that demonstrates the effective use of capital to produce competitively successful products that are essential to society, including during and after the current pandemic disruption. Our examination of how Oshkosh management achieved and maintains its market position in several product categories should benefit Forum participants and Society members, as well as the investment marketplace.

Many Forum participants, and also many Society members, have expressed enthusiasm for this renewal of the company-specific analysis programs for which the Society co-founded the Forum two decades ago. Having started the planning of this project before the pandemic and adapting to the current need for virtual communications that may have continuing benefits for access events, we look forward to supporting the mission for which Benjamin Graham organized the Society.

GL – November 5, 2020

Gary Lutin

Chairman, The Shareholder Forum


[1] Information about Oshkosh Corporation can be found on the company’s investor relations website.



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

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.