Home News ADISA Names 2020 Board of Directors

ADISA Names 2020 Board of Directors

The Alternative & Direct Investment Securities Association (ADISA), a trade association representing the alternative and direct investment space, announced the 2020 directors for its board.

The Alternative & Direct Investment Securities Association (ADISA), a trade association representing the alternative and direct investment space, announced the 2020 directors for its board, as selected by its members.

ADISA holds democratic elections, hosted by a neutral online vendor, which are open to all member categories (with a maximum of three votes per firm). ADISA board elections occur in the fall; each new director was elected to a two-year term through 2021.

The eight newly elected (or re-elected) directors are:

Catherine Bowman, The Bowman Law Firm

David Johan, Legacy Wealth Management

Nati Kiferbaum, Inland Private Capital Corporation

Mark Kosanke, Concorde Investment Services

Matthew Malone, FS Investments

Ann Moore, International Assets Advisory

Brad Updike, Mick|Law

Thomas Voekler, Kaplan Voekler Cunningham & Frank.

The newly elected directors join the returning 2018 board members, who were elected last fall to two-year terms, and include:

Larry Sullivan, 2020 ADISA President, Passco Companies

Greg Mausz, 2019 ADISA President, Preferred Apartment Communities

Brandon Balkman, Orchard Securities

Brian Buehler, Triton Pacific Securities

Sherri Cooke, AI Insight

John Grady, Practus

Jean Merriman, Strategic Financial Alliance

Joe Michaletz, Discipline Advisors

Vali Nasr, Claraphi Advisory Network

Darryl Steinhause of DLA Piper also serves as non-voting, volunteer legal counsel.

“I could not be more pleased with the composition and diversity of the 2020 board of directors,” said Sullivan. “A full extent of constituents is well represented, which emphasizes the value in ADISA’s process of holding open and inclusive elections as the key driver of the formation of its leadership.”

ADISA bills itself as the nation’s largest trade association representing the non‐traded alternative investment space. Its members are typically involved in non-traded real estate investment trusts, business development companies, master limited partnerships and private and public funds (LPs/LLCs), 1031 exchange programs (DSTs/TICs), energy and oil and gas interests, equipment leasing programs, or other alternative and direct investment offerings. The association was founded in 2003 and has approximately 5,000 members.

Click here to visit The DI Wire directory sponsor page.