Corporate & Fund
Sam Pellettieri, Chair & CEO/CIO
Sam is the Founder, CEO and Chief Investment Officer of Altema Asset Management Inc., an emerging alternative asset manager.
He has been a senior executive at several mutual fund companies, an investment dealer where he lead a new asset management company and was the Chief Investment Officer, and of a boutique institutional investment manager where he was a founder . His experiences include managing complex portfolios, investment operations, serving clients, and building strong teams of investment industry professionals.
In addition to his senior executive leadership roles he has managed money for some of Canada’s largest investment managers and funds. This includes Investors Group, National Bank of Canada, and CI Investments.
Successfully, Sam has cumulatively managed over $10 billion of assets and advised more than $50 billion. He has directly managed various Canadian, US, and Global equity and fixed income strategies using his unique quantamental investment process.
He is an investment committee member on two Top 30 Canadian Pension Plans: The Teacher’s Retirement Allowance Fund (TRAF) and the Winnipeg Civic Employee Benefits Plan (WCEBP) – where he is the Vice Chair.
Sam has a Bachelor of Commerce degree in Finance with a minor in Pure Mathematics from the University of Manitoba as well as significant relevant designations from the Canadian Securities Institute and is a CFA charter holder.
Sam is actively involved in the community. He is on the Major Donor’s Executive Cabinet for United Way, a board member of St. Alphonsus School and the Children’s Hospital Foundation of Manitoba. He was on the Board of Trustees for United Way Winnipeg and chaired United Way’s GenNext initiative and on the Finance Committee of Holy Rosary Church of Winnipeg. He was also a fundraiser for the Assiniboine Park Conservancy Imagine a Place Special Gifts campaign.
In 2010 Sam won an award for significant career achievements in the Business and Professional category of the Future Leaders of Manitoba Council.
President & CEO / Chief Investment Officer Teachers’ Retirement Allowance Fund (TRAF). Jeff is responsible for the overall operations of TRAF, including investment activity. Jeff initially joined TRAF as President & CEO in 2005, and formally became Chief Investment Officer when that position was created in 2009. Prior to 2005, Jeff was President of Assante Global Advisors Inc., an investment management firm based in Los Angeles, California. In October 2013, Jeff left TRAF to accept a senior investment position with Globe General Agencies, a real estate investment firm with holdings across Canada. In September 2015, Jeff returned to TRAF in his prior roles of President & CEO and Chief Investment Officer.
Jeff holds two degrees from the University of Manitoba (Industrial Engineering, 1986, Gold Medalist; Law, 1989, Dean’s Honour List), as well as a Master of Laws degree from the London School of Economics. Jeff is also a Chartered Financial Analyst (CFA) charterholder.
Jeff is actively involved in the community, and currently sits on the Board of the Jewish Foundation of Manitoba and is Chair of its Investment Committee. He is also Chair of the Treasury Risk Oversight Committee for the Province of Manitoba, a member of the Investment Committee for the Winnipeg Civic Employees’ Benefit Program and serves on the Complaints Investigations Committee for the Chartered Professional Accountants of Manitoba. Within the pension industry, Jeff has served as a director of both the Association of Canadian Pension Management (ACPM) and the Pension Investment Association of Canada. Currently, Jeff serves on the Executive Committee of ACPM.
Shaun Hauser (Board Advisor)
Founder & President and Chief Operating Officer Wellington Altus. A successful Investment Advisor in Winnipeg, Shaun has worked in the field since 1998. He has extensive experience in the management and organization of departments and companies in the wealth management industry.
Shaun also worked for Wellington West, where he managed operations and sales for the asset management subsidiary. Recently, Shaun served on the executive committee of NBF Wealth Management, where he was VP of Advisor Strategy and Support.
Michael has a general corporate and commercial practice, with an emphasis on: (a) financial services, which primarily involves representing financial institutions on secured lending transactions; and (b) property and development, which primarily involves advising on acquisitions and divestitures, leasing matters and financing matters. Michael also frequently acts as Manitoba counsel for law firms and businesses located in other jurisdictions. As a result, he is often consulted on matters concerning Manitoba limited partnerships and legal opinions.
Prior to joining Thompson Dorfman Sweatman LLP, Michael was an associate at Torys LLP in Toronto. Michael is Co-Chair of the Corporate and Commercial department and a member of the Associates Committee at Thompson Dorfman Sweatman LLP.
Paul is an Executive Vice President and Chief Corporate Development Officer for People Corporation. In this role Mr. Asmundson leads the Corporate Development function and is responsible for overseeing all initiatives and activities aimed at the origination and execution of mergers, acquisitions and investments aligned with the company’s overall strategic growth plan.
Paul has nearly 20 years of investment banking and corporate development experience. Immediately prior to joining People Corporation, Mr. Asmundson was Senior Managing Director in Deloitte LLP’s Corporate Finance business based in Winnipeg, where his primary focus was mergers and acquisitions, financing and board advisory mandates. In addition to his most recent role with Deloitte, Paul has over 14 years’ experience in the Canadian investment banking sector in progressively senior roles, providing advice on a range of strategic transactions and financing activities. Paul holds a Bachelor Commerce (Honours) from the University of Manitoba and an MBA from the Richard Ivey School of Business.