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

 

To download a printable copy of this report, click here.

The Shareholder Forum

Direct Accesstm

hosted by

CFA Society New York

 

Plans for CFA Society Hosting

Direct Access with Texas Instruments Incorporated

Progressing with plans for our recently reported initiation of the 2024 the Direct Access program (below), CFA Society New York has scheduled its hosting of the February 28 event to start with opening remarks 2:55pm and end at 4:00pm, followed by a networking reception for those attending in person. Evolving details of the event and links to register for either in-person attendance at the Society’s mid-town Manhattan facilities or livestream access, are now posted on the Society’s website (here):


https://cfany.org/event/initiating-2024-direct-access-with-exemplary-companies/

It should also be noted that Texas Instruments presented its updated 2024 capital management report to investors on Thursday, which we expect to be addressed in the Direct Access event:

Your questions and any suggestions to guide the event’s more detailed planning will be welcomed.

GL – February 5, 2024

Gary Lutin

Chairman, The Shareholder Forum




January 2, 2024, report of program initiation

Initiating 2024 Direct Access with Exemplary Companies:

Texas Instruments Incorporated

To initiate the 2024 the Direct Access program with our promised focus on exemplary companies, we are very fortunate to be able to start with Texas Instruments Incorporated (Nasdaq: TXN), a company that has established clear leadership in semiconductors that are essential to a broad range of basic industrial applications as well as to the latest high growth technologies, and that has done so by focusing on long term commitments of capital as well as clear respect for all of the stakeholders on which an enterprise depends.

The event will be hosted by the CFA Society New York (“CFANY”) in its New York City facilities on the afternoon of Wednesday, February 28, with a more specific time to be established as plans are refined. Attendance, either in-person or virtual, will be open to CFANY and affiliated Society members, and of course to Forum Participants. An archived recording of the event should be made publicly available the following day.

Any suggestions of questions or subjects to be addressed will be welcomed by the event’s planning panel, which includes representatives of Texas Instruments as well as the Forum and CFANY’s Institutional Asset Management Group.

At the start of a new year, we look forward to initiating the Direct Access program with the Texas Instruments examination of how investors can benefit from committing capital to a company that does things right.

GL – January 2, 2024

Gary Lutin

Chairman, The Shareholder Forum


 

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.