Steve J. Fredricks

Compliance Officer at XAI MADISON EQUITY PREMIUM INCOME FUND

Miscellaneous

Finance

Technology Services

Profile

Mr. Steve J.
Fredricks is a Chief Compliance Officer & Chief Legal Officer at Madison Investment Holdings, Inc., a Chief Compliance Officer & Assistant Secretary at Madison Covered Call & Equity Strategy Fund, a Chief Compliance Officer & Assistant Secretary at Madison Funds and a Chief Compliance Officer & Assistant Secretary at Ultra Series Fund.
He is on the Board of Directors at ThreatBlockr, Inc. Mr. Fredricks was previously employed as a Chief Compliance Officer by Madison Strategic Sector Premium Fund and a Chief Compliance Officer & Senior Vice President by Jackson National Asset Management LLC.
He has a B.A. in economics and political science from Marquette University, a J.D.
from the Hamline University School of Law, attended the University of St. Thomas Graduate School of Business and completed an international law program at the University of Oslo School of Law.

Steve J. Fredricks active positions

Companies	Position	Start
XAI MADISON EQUITY PREMIUM INCOME FUND	Compliance Officer	01/01/2018
Ultra Series Fund Ultra Series Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Compliance Officer	01/01/2018
Madison Investment Holdings, Inc. Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investments seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm aims to provide clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. They create a combination of quantitative and qualitative tools to offer strategies that seek to participate in market appreciation during rising markets and that also protect principal during falling markets.	Compliance Officer	01/01/2018
Madison Funds Madison Funds Investment Trusts/Mutual FundsMiscellaneous Acts as umbrella fund	Compliance Officer	01/01/2018
Threater, Inc. Threater, Inc. Packaged SoftwareTechnology Services Operates as a cyber security platform for building and maintaining trust at scale	Director/Board Member	-

All active positions of Steve J. Fredricks

Former positions of Steve J. Fredricks

Companies	Position	End
Jackson National Asset Management LLC Jackson National Asset Management LLC Investment ManagersFinance JNAM is a manager-of-manager that engages the services of various sub-advisors to manage the investment activities of most of the separate investment portfolios (series) of the JNL Series Trust and the JNL Investors Series Trust, each a registered investment company.	Compliance Officer	01/01/2018
MADISON STRATEGIC SECTOR PREMIUM FUND	Compliance Officer	-

See the detail of Steve J. Fredricks's experience

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Steve J. Fredricks's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	7
Ultra Series Fund Ultra Series Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Madison Funds Madison Funds Investment Trusts/Mutual FundsMiscellaneous Acts as umbrella fund	Miscellaneous
Madison Investment Holdings, Inc. Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investments seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm aims to provide clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. They create a combination of quantitative and qualitative tools to offer strategies that seek to participate in market appreciation during rising markets and that also protect principal during falling markets.	Finance
Jackson National Asset Management LLC Jackson National Asset Management LLC Investment ManagersFinance JNAM is a manager-of-manager that engages the services of various sub-advisors to manage the investment activities of most of the separate investment portfolios (series) of the JNL Series Trust and the JNL Investors Series Trust, each a registered investment company.	Finance
Madison Strategic Sector Premium Fund Madison Strategic Sector Premium Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Threater, Inc. Threater, Inc. Packaged SoftwareTechnology Services Operates as a cyber security platform for building and maintaining trust at scale	Technology Services
Madison Covered Call & Equity Strategy Fund Madison Covered Call & Equity Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous