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Paul Anthony Lefurgey
Directeur/Membre du Conseil chez
XAI MADISON EQUITY PREMIUM INCOME FUND
Profil
Paul Anthony Lefurgey currently works at Ultra Series Fund, as Vice President from 2009, Madison Funds, as Vice President from 2009, Madison Investment Holdings, Inc., as Co-Head of Investments from 2023, and XAI Madison Equity Premium Income Fund, as Trustee & Vice President from 2021.
Mr. Lefurgey also formerly worked at Madison Scottsdale LC, as Executive Director & Head of Fixed Income, MEMBERS Capital Advisors, Inc., as Head of Fixed Income from 2003 to 2005, Duff & Phelps Investment Management Co., as Head of Fixed Income, Madison Asset Management LLC, as Co-Head of Investments from 2022 to 2024, Madison Strategic Sector Premium Fund, as Vice President from 2010 to 2018, and Madison Investment Advisors LLC, as Co-Head of Investments & Executive Committee from 2022 to 2024.
Mr. Lefurgey received his undergraduate degree in 1987 from Michigan State University.
Postes actifs de Paul Anthony Lefurgey
| Sociétés | Poste | Début |
|---|---|---|
| XAI MADISON EQUITY PREMIUM INCOME FUND | Directeur/Membre du Conseil | 01/01/2021 |
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. | Directeur/Membre du Conseil | - |
Madison Funds
 Madison Funds Investment Trusts/Mutual FundsMiscellaneous Acts as umbrella fund | Corporate Officer/Principal | 01/01/2009 |
Ultra Series Fund
 Ultra Series Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | 01/01/2009 |
Anciens postes connus de Paul Anthony Lefurgey
| Sociétés | Poste | Fin |
|---|---|---|
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance MAM seeks to offer their clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation. | Directeur Général | 29/01/2024 |
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance MIA seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm is a bottom-up stock-picker, focused on high-quality consistent growth companies trading at reasonable valuations. They aim to outperform the market indices through a market cycle while taking less risk. MIA employs a top-down investment process that focuses on capital preservation through active management of the following key fixed income risks: duration posture, yield curve positioning, industry/sector allocation, quality and security selection. | Directeur Général | 01/02/2022 |
| MADISON STRATEGIC SECTOR PREMIUM FUND | Corporate Officer/Principal | 01/01/2018 |
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus. | Head-Fixed Income Invts | 31/10/2005 |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps provides specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions. Their investment strategies include global listed infrastructure, global listed real estate, MLPs & Energy, international equities, investment grade fixed income and domestic securities. In the portfolio construction process, the firm utilizes top-down macro considerations with fundamental bottom-up company research analysis. | Head-Fixed Income Invts | - |
Formation de Paul Anthony Lefurgey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
60
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
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 |
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus. | Finance |
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 |
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps provides specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions. Their investment strategies include global listed infrastructure, global listed real estate, MLPs & Energy, international equities, investment grade fixed income and domestic securities. In the portfolio construction process, the firm utilizes top-down macro considerations with fundamental bottom-up company research analysis. | Finance |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance MAM seeks to offer their clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation. | Finance |
Madison Strategic Sector Premium Fund
 Madison Strategic Sector Premium Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance MIA seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm is a bottom-up stock-picker, focused on high-quality consistent growth companies trading at reasonable valuations. They aim to outperform the market indices through a market cycle while taking less risk. MIA employs a top-down investment process that focuses on capital preservation through active management of the following key fixed income risks: duration posture, yield curve positioning, industry/sector allocation, quality and security selection. | Finance |
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 |
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Madison Scottsdale LC
 Madison Scottsdale LC Investment ManagersFinance Madison Scottsdale specializes in managing the assets of insurance companies. The firm employs a proactive investment management approach that addresses issues that continually confront their clients such as tax issues, impact of market-to-market securities and risk-based capital. They develop customized investment programs based on each client's individual needs and circumstances. Madison Scottsdale's primary objective is to protect and grow their clients' assets. Madison Scottsdale's fixed-income strategy is to determine the overall direction of interest rates and position durations accordingly. They analyze the yield curve to determine the most advantageous portfolio construction. The firm determines the relative attractiveness of corporate versus government and/or government agency securities. Based on these results, Madison Scottsdale adjusts durations/maturities when conditions indicate and shorten portfolio exposure when necessary to preserve capital. When investing in equities and ETFs, the firm employs a GARP strategy that seeks to invest companies that have had consistent growth and which demonstrate sustainable future growth. They look for companies that they believe have underappreciated future growth prospects, are currently out-of-favor due to a short term, correctable problem or are transforming into a faster growth, higher margin business model. Madison Scottsdale believes the stocks of these issuers have a blend of both value and growth potential. In addition, if appropriate for a client, they may invest client assets in portfolios of ETFs that they believe will provide the equity exposure and diversification suitable for the client. | Finance |
