Institutional Asset Management, Virtual Events & Programming

Oshkosh CEO Discussion and Plant Tour

November 10, 2020 | 4:00 PM - 5:00 PM

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Cvent Transition Guide

Overview

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.

The virtual tour will also be a way for the society to go back to its historic roots of company presentations, but by using new virtual technology this will be much more informative than a standard PowerPoint presentation. Moreover, with a panel of analysts, there will be insightful questions to help investors understand the company without a canned company presentation. The idea is to be more of a meeting that CEOs have with investors in boardrooms where the questions drive the discussion.

Company Images

Agenda

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

Additional Details

Learning Outcomes

  • Meet and interview Oshkosh’s CEO Wilson Jones
  • See an Oshkosh manufacturing facility
  • Learn about a company that prospers from making needed products
  • Observe what buyside analysts want to know
  • Gain a deeper understanding of Oshkosh
  • See how professional analysts interview a CEO