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Tuesday, November 10: Presentations, Day 1 of 3 PRIVATE COMPANY TRACK**

Eastern Time Session I Session II Session III Session IV Session V Session VI Session VII Session VIII

Presentation: “Policy & Market Implications of the 2020 Election” 7:05 - 7:50 a.m. Guest Speaker: Courtney Rosenberger, Director, Washington Research Analyst, Strategas Baird Moderator: Jon Langenfeld, CFA, Head of Global Equities

7:55 - 8:25 a.m. Astec Industries, Inc. (ASTE) TE Connectivity Ltd. (TEL)* Assa Abloy AB (ASSA.B-SE) No Session Spirax-Sarco Engineering plc (SPX-GB) Kennametal Inc. (KMT)* No Session No Session

8:30 - 9:00 a.m. Mercury Systems, Inc. (MRCY) Albemarle Corporation (ALB) Trex Company, Inc. (TREX)* Littelfuse, Inc. (LFUS)* Advanced Drainage Systems, Inc. (WMS) Eaton Corporation (ETN)* GPA Global RENA Technologies GmbH

9:05 - 9:35 a.m. Enerpac Tool Group (EPAC) Union Pacific Corporation (UNP)* MSC Industrial Direct Co., Inc. (MSM) Stanley Black & Decker, Inc. (SWK)* A. O. Smith Corporation (AOS)* No Session Dunlop Protective Footwear OASE

9:40 - 10:10 a.m. Innospec Inc. (IOSP) Chase Corporation (CCF) Methode Electronics, Inc. (MEI) Zebra Technologies Corporation (ZBRA)* AAR CORP. (AIR) Applied Industrial Technologies, Inc. (AIT) DiversiTech Corporation Cooper Turner Beck

10:15 - 10:45 a.m. REV Group, Inc. (REVG) J.B. Hunt Transport Services, Inc. (JBHT) No Session The AZEK Company, Inc. (AZEK) Pentair plc (PNR)* Itron, Inc. (ITRI) Brook & Whittle LTD. Abriso Jiffy

10:50 - 11:20 a.m. Delta Air Lines, Inc. (DAL) National Instruments Corporation (NATI) Cummins Inc. (CMI) Douglas Dynamics, Inc. (PLOW) Team, Inc. (TISI) H.B. Fuller Company (FUL) Nivel Parts & Manufacturing Calucem

11:25 - 11:55 a.m. Herc Holdings, Inc. (HRI) Hub Group, Inc. (HUBG) Simpson Manufacturing Co., Inc. (SSD) Heritage-Crystal Clean, Inc. (HCCI) SPX FLOW, Inc. (FLOW) Fisker Inc. (SPAQ/FRS) Industrial Physics Tapì Group

12:15 - 12:45 p.m. SiteOne Landscape Supply, Inc. (SITE)* Gentex Corporation (GNTX) Whirlpool Corporation (WHR)* AMETEK, Inc. (AME)* Flowserve Corporation (FLS) Plug Power Inc. (PLUG) JPW Industries, Inc. Iconex LLC

12:50 - 1:20 p.m. Dover Corporation (DOV)* BrightView Holdings, Inc. (BV) Apogee Enterprises, Inc. (APOG) Schneider National, Inc. (SNDR) The Sherwin-Williams Company (SHW)* Lydall, Inc. (LDL) Total Safety American Construction Source

1:25 - 1:55 p.m. Republic Services, Inc. (RSG) Moog Inc. (MOG.A) Masco Corporation (MAS)* Sensata Technologies (ST)* Romeo Power (RMG/RMO) No Session Time Manufacturing Company Imperial Dade

2:00 - 2:30 p.m. QuantumScape (KCAC/QS) Ecolab Inc. (ECL) KAR Global (KAR) Avery Dennison Corporation (AVY) Franklin Electric Co., Inc. (FELE) Sanderson Farms, Inc. (SAFM) Fort Dearborn Company Novem

2:35 - 3:05 p.m. GMS Inc. (GMS) Knoll, Inc. (KNL) The Toro Company (TTC) Badger Meter, Inc. (BMI) Autoliv, Inc. (ALV) Alamo Group, Inc. (ALG) Artisan Design Group GE Current

3:10 - 3:40 p.m. Lincoln Electric Holdings, Inc. (LECO)* FLIR Systems, Inc. (FLIR)* No Session LCI Industries (LCII) ITT Inc. (ITT)* No Session Dorner Mfg. Corp Omnitracs

3:45 - 4:15 p.m. CTS Corporation (CTS) Corning Inc. (GLW) Carlisle Companies Incorporated (CSL) No Session The Timken Company (TKR) Herman Miller Inc. (MLHR) Entegra LLP Nordic Cold Chain Solutions

4:20 - 4:50 p.m. Welbilt, Inc. (WBT)* Maxar Technologies, Inc. (MAXR) Foundation Building Materials, Inc. (FBM) Constellium SE (CSTM) The Brink's Company (BCO) EnerSys (ENS) Infinite Electronics, Inc. No Session

Kratos Defense & Security Solutions, Inc. 4:55 - 5:25 p.m. SunRun Inc. (RUN) Forward Air Corporation (FWRD) Exponent, Inc. (EXPO) No Session Xylem Inc. (XYL)* Mission Critical Electronics, LLC Flow Control Group (KTOS)

Panel Presentation: “Advanced Mobility Value Chain” 5:30 - 6:15 p.m. Baird Panelists: Tristan Gerra, Senior Research Analyst, Semiconductor Components; Luke Junk, Senior Research Analyst, Vehicle Technology & Mobility; Ben Kallo, Senior Research Analyst, Energy Technology & Resource Management Baird Moderator: Ross Yarrow, Managing Director, European Institutional Equities Fomal presentation; all others will host fireside chat presentations

*Companies will host a brief breakout session for additional Q&A following their presentation. During the event you will vist the 'Presentation Webcast' page and proceed to 'Breakout Sessions' to participate.

**Private Track general presentation sessions are open to all attendees; however 1x1's available with those companies are for select Private Equity Investors only.

Updated as of 11/10/2020 Wednesday, November 11: Presentations, Day 2 of 3

Eastern Time Session I Session II Session III Session IV Session V Session VI Session VII

Panel Presentation: “Connecting Industrial Operations to the Digital World: A Digital Twin Discussion” 7:05 - 7:50 a.m. Panelists: Sameer Kher, Senior Director, Research and Development, ANSYS, Inc.; Annette N. Arribas, IRC, Senior Director, Global Investor Relations, ANSYS, Inc.; Antonio Pietri, President & Chief Executive Officer, Aspen Technology, Inc.; Karl Johnsen, Senior Vice President & Chief Financial Officer, Aspen Technology, Inc. Baird Moderators: Rob Oliver, Senior Research Analyst, Software & SaaS; Joe Vruwink, CFA, Senior Research Analyst, Vertical Software

7:55 - 8:25 a.m. Ferguson plc (FERG-GB) No Session Teradyne, Inc. (TER) Minerals Technologies Inc. (MTX) Watts Water Technologies, Inc. (WTS) The Shyft Group, Inc. (SHYF) Bodycote plc (BOY-GB)

8:30 - 9:00 a.m. John Bean Technologies Corporation (JBT)* Raytheon Technologies Corporation (RTX) Allegion plc (ALLE)* No Session AptarGroup, Inc. (ATR) Darling Ingredients Inc. (DAR) Heartland Express, Inc. (HTLD)

9:05 - 9:35 a.m. Old Dominion Freight Line, Inc. (ODFL)* Northrop Grumman Corporation (NOC) MSA Safety Incorporated (MSA) Rotork plc (ROR-GB) AB Volvo (VOLV.B-SE) Crown Holdings, Inc. (CCK) Builders FirstSource, Inc. (BLDR)

9:40 - 10:10 a.m. Parker Hannifin Corporation (PH)* Hubbell Incorporated (HUBB) Pool Corporation (POOL)* Tecnoglass Inc. (TGLS) Mettler-Toledo International Inc. (MTD)* UniFirst Corporation (UNF) No Session

10:15 - 10:45 a.m. International Flavors & Fragrances Inc. (IFF)* DSV Panalpina A/S (DSV-DK) CACI International Inc. (CACI) Gates Industrial Corporation plc (GTES) Aptiv PLC (APTV)* Quaker Chemical Corporation (KWR) No Session

10:50 - 11:20 a.m. No Session Veoneer, Inc. (VNE) Norfolk Southern Corporation (NSC)* Sealed Air Corporation (SEE) Casella Waste Systems, Inc. (CWST) Wabash National Corporation (WNC) WD-40 Company (WDFC)

11:25 - 11:55 a.m. Westlake Chemical Corporation (WLK) Curtiss-Wright Corporation (CW) Mueller Water Products, Inc. (MWA) Barnes Group Inc. (B) NESCO Specialty Rentals (NSCO) Vontier Corporation (VNT) California Water Service Group (CWT)

12:15 - 12:45 p.m. Hyster-Yale Materials Handling, Inc. (HY) HEICO Corporation (HEI)* No Session Sonoco Products Company (SON) Rivian (privately held) Fortive Corporation (FTV)* Fluidra SA (FDR-ES)

ATS Automation Tooling Systems Inc. 12:50 - 1:20 p.m. Brady Corporation (BRC) Sunnova Energy International, Inc. (NOVA) Mohawk Industries Inc. (MHK)* Concrete Pumping Holdings, Inc. (BBCP) Olin Corporation (OLN) Clearwater Paper Corporation (CLW) (ATA-CA)

Teledyne Technologies Incorporated 1:25 - 1:55 p.m. Axalta Coating Systems Ltd. (AXTA) Spirit Airlines, Inc. (SAVE) WESCO International, Inc. (WCC) Snap-on Incorporated (SNA) Ingersoll Rand, Inc. (IR)* Essential Utilities, Inc. (WTRG) (TDY)*

2:00 - 2:30 p.m. The Middleby Corporation (MIDD)* Amphenol Corporation (APH) Albany International Corp. (AIN) Masonite International Corporation (DOOR) MasTec, Inc. (MTZ) Standex International Corporation (SXI) Federal Signal Corporation (FSS)

2:35 - 3:05 p.m. Werner Enterprises, Inc. (WERN) Novanta Inc. (NOVT) Watsco, Inc. (WSO) Schweitzer-Mauduit International, Inc. (SWM) Polaris Inc. (PII) Resideo Technologies, Inc. (REZI) W.R. Grace & Co. (GRA)

3:10 - 3:40 p.m. Terex Corporation (TEX) Astronics Corporation (ATRO) Eagle Materials Inc. (EXP)* Leggett & Platt, Inc. (LEG) Comfort Systems USA, Inc. (FIX) Steelcase Inc. (SCS) RPM International Inc. (RPM)

3:45 - 4:15 p.m. Matson, Inc. (MATX) Johnson Controls International plc (JCI) Digi International Inc. (DGII) Ranpak Holdings Corp. (PACK) Regal Beloit Corporation (RBC) iRobot Corporation (IRBT) Leidos Holdings, Inc. (LDOS)

4:20 - 4:50 p.m. The Manitowoc Company Inc. (MTW) Textron Inc. (TXT) No Session No Session MP Materials Corp. (MP-Proposed) Altair Engineering Inc. (ALTR) Quanta Services, Inc. (PWR)

4:55 - 5:25 p.m. Rexnord Corporation (RXN) The Andersons, Inc. (ANDE) Advanced Energy Industries, Inc. (AEIS) Graco Inc. (GGG)* No Session Acuity Brands, Inc. (AYI)* Rockwell Automation, Inc. (ROK)*

Fomal presentation; all others will host fireside chat presentations

*Companies will host a brief breakout session for additional Q&A following their presentation. During the event you will vist the 'Presentation Webcast' page and proceed to 'Breakout Sessions' to participate.

Updated as of 11/10/2020 Thursday, November 12: Presentations, Day 3 of 3

Eastern Time Session I Session II Session III Session IV Session V Session VI Session VII

7:55 - 8:25 a.m. Air Liquide (AI-FR) Cognex Corporation (CGNX)* nVent Electric Plc (NVT) Luxfer Holdings plc (LXFR) Klöckner Pentaplast Group (privately-held) Gentherm Incorporated (THRM) L3Harris Technologies, Inc. (LHX)*

Canadian National Railway Company (CNR- 8:30 - 9:00 a.m. Construction Partners, Inc. (ROAD) HD Supply Holdings, Inc. (HDS)* SourceDay (privately-held) Ansell Limited (ANN-AU) Novozymes A/S (NZYM.B-DK) Visteon Corporation (VC) CA)

Booz Allen Hamilton Holding Corporation 9:05 - 9:35 a.m. CSX Corporation (CSX)* Generac Holdings Inc. (GNRC)* MISTRAS Group, Inc. (MG) Middlesex Water Company (MSEX) Myers Industries, Inc. (MYE) Nucor Corporation (NUE) (BAH)

9:40 - 10:10 a.m. Sensient Technologies Corporation (SXT) Donaldson Company, Inc. (DCI) Clean Harbors, Inc. (CLH) Evonik Industries AG (EVK-DE) Exterran Corporation (EXTN) TPI Composites, Inc. (TPIC) Renewable Energy Group, Inc. (REGI)

10:15 - 10:45 a.m. Lockheed Martin Corporation (LMT) C.H. Robinson Worldwide, Inc. (CHRW)* SPX Corporation (SPXC) PPG Industries, Inc. (PPG) L.B. Foster Company (FSTR) Armstrong World Industries Inc. (AWI) No Session

WillScot Mobile Mini Holdings Corporation 10:50 - 11:20 a.m. No Session EnPro Industries, Inc. (NPO) Fastenal Company (FAST)* No Session BASF SE (BAS-DE) American Airlines Group Inc. (AAL) (WSC)

11:25 - 11:55 a.m. No Session Orion Engineered Carbons S.A. (OEC) Altra Industrial Motion Corp. (AIMC) Amcor Ltd. (AMCR) Core & Main (privately-held) JELD-WEN Holding, Inc. (JELD) Vulcan Materials Company (VMC)*

Graphic Packaging Holding Company 12:15 - 12:45 p.m. Helios Technologies (HLIO) Arcosa, Inc. (ACA) Thermon Group Holdings, Inc. (THR) IPG Photonics Corp. (IPGP) Avient Corporation (AVNT) No Session (GPK)

12:50 - 1:20 p.m. Balchem Corporation (BCPC) US Ecology, Inc. (ECOL) SunPower Corporation (SPWR) Worthington Industries (WOR) Stantec Inc. (STN-CA) Griffon Corporation (GFF) Neenah, Inc. (NP)

1:25 - 1:55 p.m. Oshkosh Corporation (OSK) Ryder System, Inc. (R) IDEX Corporation (IEX)* Stoneridge, Inc. (SRI) TransUnion (TRU) Cavco Industries, Inc. (CVCO) Air Lease Corp. (AL)

2:00 - 2:30 p.m. Ingredion Incorporated (INGR) Allied Motion Technologies, Inc. (AMOT) Genuine Parts Company (GPC) Braskem S.A. (BRKM5-BR) Lennox International, Inc. (LII)* Cardno Limited (CDD-AU) Luminar Technologies Inc. (LAZR - Proposed)

Hannon Armstrong Sustainable Infrastructure 2:35 - 3:05 p.m. Mayville Engineering Company, Inc. (MEC) Chart Industries, Inc. (GTLS) Allegiant Travel Company (ALGT) APi Group Corporation (APG) TopBuild Corp. (BLD) UPS (UPS) (HASI)

3:10 - 3:40 p.m. Velodyne Lidar, Inc. (VLDR) Nikola Corporation (NKLA) Trimble Inc. (TRMB)* Colfax Corporation (CFX)* Lawson Products, Inc. (LAWS) TTM Technologies, Inc. (TTMI) Ball Corporation (BLL)*

3:45 - 4:15 p.m. Atkore International Group Inc. (ATKR) GATX Corporation (GATX) Nordson Corporation (NDSN)* Novolex (privately-held) AeroVironment, Inc. (AVAV) NFI Group Inc. (NFI-CA) Knight-Swift Transportation Holdings Inc. (KNX)

4:20 - 4:50 p.m. Kadant Inc. (KAI) Harsco Corporation (HSC) Ameresco, Inc. (AMRC) No Session No Session No Session AZZ Inc. (AZZ)

4:55 - 5:25 p.m. Twin Disc, Incorporated (TWIN) Commercial Metals Company (CMC) No Session Kaiser Aluminum Corporation (KALU) BWX Technologies, Inc. (BWXT) No Session No Session

Fomal presentation; all others will host fireside chat presentations

*Companies will host a brief breakout session for additional Q&A following their presentation. During the event you will vist the 'Presentation Webcast' page and proceed to 'Breakout Sessions' to participate.

Updated as of 11/10/2020 Companies Hosting 1x1 Meetings Only: 3M Company (MMM) ADM (ADM) Allison Transmission Holdings Inc. (ALSN) American Woodmark Corporation (AMWD) Belden Inc. (BDC) BorgWarner Inc. (BWA) Bunge Limited (BG) CDK Global, Inc. (CDK) Dürr AG (DUE-DE) Electrocomponents plc (ECM-GB) EVI Industries, Inc. (EVI) Encore Wire Corporation (WIRE) FedEx Corporation (FDX) GEA Group AG (G1A-DE) General Electric Company (GE) Gibraltar Industries, Inc. (ROCK) HNI Corporation (HNI) Illinois Tool Works Inc. (ITW) Knorr-Bremse AG (KBX-DE) LyondellBasell Industries N.V. (LYB) ManTech International Corporation (MANT) Materion Corporation (MTRN) McGrath RentCorp (MGRC) MYR Group Inc. (MYRG) Nidec Corporation (6594-JP) O-I Glass, Inc. (OI) Otis Worldwide Corp. PACCAR Inc (PCAR) Primoris Services Corporation (PRIM) Rollins, Inc. (ROL) Silgan Holdings Inc. (SLGN) SkyWest, Inc. (SKYW) Stepan Company (SCL) Tenneco Inc. (TEN) Tesla, Inc. (TSLA) The Boeing Company (BA) TriMas Corporation (TRS) UFP Industries, Inc. (UFPI) United Rentals, Inc. (URI) Univar Solutions (UNVR) Volkswagen AG (VOW3-DE) XPO Logistics, Inc. (XPO)

Updated as of 11/10/2020