Events

Understanding ETFs: Market Overview, Trading Best Practices, and The Next Generation of Multi-Share

Join us to hear from Timothy Gilligan, CFA. The presentation will cover the following topics: 2026 ETF Industry Overview ETF Basics and Evolution ETF Mechanics and Trading Best Practices The Present and Future State of Multi-share Class ETFs. The Omni Hotel 11:30 AM - 1:00 PM Doors Open 11:30 AM Presentation and lunch start at 12:00 PM Register here Thank you to our event sponsor, John Eiler from T. Rowe Price SPEAKER Timothy Gilligan  is a senior ETF sales specialist in the Global Distribution organization. He is a vice president of T. Rowe Price Investment Services, Inc. Tim’s investment experience began in 1999, and he has been with T. Rowe Price since 2022, beginning in U.S. Intermediaries in the Global Distribution organization. Prior to this, Tim was employed by Legg Mason in the area of exchange-traded fund (ETF) distribution. He also was employed by Vanguard, focused on ETF and mutual fund distribution. Tim earned an M.B.A. from Drexel University and a B.A. in political science from West Chester University. Tim also has earned the Chartered Financial Analyst ® designation. He is a veteran of the U.S. Navy Reserves. CFA ®  and Chartered Financial Analyst ®  are registered trademarks owned by CFA Institute .

Erie Social

You're invited to join us for the Erie Social on Thursday, February 19, 2026 at the Erie Club in Erie, PA. Guests will hear from George Emanuele, CFA, CFP, CMT, who will offer a brief update on the state of the market along with insights and advice for job seekers in the industry. Appetizers will be provided, and drinks will be available for purchase. Please register here to attend. DATE & TIME Thursday, February 19 from 5:00 - 8:00 PM LOCATION Erie Club 524 Peach Street Erie, PA 16501

North Social

Join CFA Society Pittsburgh for a casual evening of networking and good conversation! Connect with fellow members, enjoy light refreshments, and unwind after the workday. We hope to see you there! DATE & TIME Thursday, February 26 from 5:00 - 8:00 PM LOCATION Wexford Public 12087 Perry Highway Wexford, PA 15090

Exploring the Backdrop for Active Managers to Highlight Our Repeatable Process

Portfolio Manager Chris Smith will examine recent challenges faced by active managers and share his insights on current and future conditions for the industry. As part, he will detail how a structured investment process has enabled the team to thrive in challenging environments, highlighting its ability to build a differentiated portfolio that has compared favorably to both domestic and global indices.   DATE & TIME Wednesday, March 4 11:30 AM - 1:00 PM Doors open at 11:30 AM Presentation and lunch start at 12:00 PM LOCATION Rivers Club, Duquesne Room 301 Grant Street Pittsburgh, Pennsylvania 15219 Thank you to our event sponsor:  Steve McClean  with  Artisan Partners

Women's Networking Event (CFA Society Pittsburgh Members Only Event)

Join CFA Society Pittsburgh for an empowering Women’s Networking Event designed to connect, inspire, and elevate women in finance and related industries. This welcoming gathering offers a chance to build meaningful professional relationships, exchange insights, and grow your network in a supportive environment. Attendees are welcome to drop in and depart at their convenience, making it easy to participate on a schedule that works for you. Whether you’re advancing your career, exploring leadership paths, or simply looking to meet like-minded professionals, this event is a perfect place to connect with peers and mentors alike. DATE & TIME Thursday, March 12  5:00 - 7:00 PM LOCATION Il Pizzaiolo Warrendale 701 Warrendale Village Drive Warrendale, PA 15086