Carl M. Pelland, CFA
Senior Portfolio Manager, Fixed Income and Co-Head, Corporate Bonds

Carl co-leads the firm’s corporate bond strategy and heads the Montréal corporate bond team. In that capacity, he actively participates in the elaboration of the Active Duration strategy and contributes to its implementation. Carl also participates in the management of portfolios for insurance clients with asset/liability and regulatory capital conscious frameworks.

Member of:

  • Investment Committee

Career:

  • Addenda Capital: Senior Portfolio Manager, Fixed Income and Co-Head, Corporate Bonds (since 2018); Portfolio Manager, Corporate Bonds (2009-2018)
  • Desjardins Global Asset Management: Analyst, Corporate Credit (2006-2009)
  • Cristallin Management: Assistant Vice-President, Portfolio Management (2005)
  • CDP Capital: various roles (1996-2004), including Manager of a diversified tactical derivatives portfolio
Education:
  • Master's degree in Finance from Université de Sherbrooke
  • Honours Bachelor of Commerce in Finance and International Management from the University of Ottawa
  • Completed the Canadian Futures Exam from the Canadian Securities Institute
  • Chartered Financial Analyst (CFA®) designation