Les Stelmach
Board Chair @Management Employees Pension Plan
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WORK HISTORY
Board Chair @Management Employees Pension Plan
EDUCATION
University of Alberta
Bachelor of Commerce - BCom, Finance
Concordia University of Edmonton
Biology; Pre-Business
ABOUT LES STELMACH
Investment professional with 25 years of experience (sell-side and buy-side) in Investment Research and Portfolio Management. Extensive expertise in managing fundamental equity portfolios, with a focus on Canadian, U.S, dividend, and energy stocks. Skilled in optimizing separately managed accounts (SMAs) across portfolio management, tax, and execution. Possesses a deep understanding of fundamental equity risk metrics, including alpha, beta, and upside/downside capture. Proven track record in board governance with pension funds and philanthropic organizations. Career Highlights: • Reinvigorated underperforming equity strategy by leading a strategic marketing roadshow and enhancing portfolio positioning, driving strong absolute and relative performance, safeguarding key client assets, and earning featured speaking roles at flagship investment events. • Transformed fund performance by persuading management to adjust yield target, enhancing risk-return metrics and achieving 4-5 star ratings post changes. • Served as ESG lead for client engagements and represented firm on Franklin Templeton\'s Sustainability & Stewardship Council, influencing corporate policy, positioning, and resource allocation. • Drove ESG-led business growth by launching a high-impact Sustainability Report, resulting in new institutional capital from a European insurer aligned with Net Zero investment mandates • Spearheaded energy sector research and created sophisticated valuation models for E&P firms, pipelines, and integrated energy players, enhancing alpha generation and client confidence. Mentored colleagues on financial modelling techniques and portfolio management considerations. • At BMO, built go-to franchise for Royalty & Income Trust sector coverage in Canada by splitting primary sector coverage and farming out additional coverage to industry analysts, resulting in becoming a top bank-owned dealer for research and investment banking business. Team twice awarded all-star ranking by the Brendan Wood International survey of institutional investors. • Experienced public speaker and presenter
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