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 chartholder.
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.