ADISA Announces 2019 Board of Directors

Members of ADISA, a trade association representing the alternative and direct investment industry, have selected new directors for the 2019 board. The election occurs in the Fall, with each new director elected to a two-year term through 2020.

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

  • Brandon Balkman, Orchard Securities
  • Brian Buehler, Triton Pacific Securities
  • Sherri Cooke, AI Insight
  • John Grady, DLA Piper
  • Jean Merriman, The Strategic Financial Alliance (SFA)
  • Joe Michaletz, Discipline Advisors
  • Vali Nasr, Claraphi Advisory Network
  • Larry Sullivan, Passco Companies

They join the returning 2018 board members, who were elected last Fall to two-year terms, and include:

  • Greg Mausz, 2019 ADISA President, Preferred Apartment Communities
  • Keith Lampi, 2018 ADISA President, Inland Private Capital Corporation
  • Andrew Barnum, Cetera Financial Group
  • Catherine Bowman, The Bowman Law Firm
  • Mark Kosanke, Concorde Investment Services
  • Matt Malone, FS Investments
  • Ann Moore, International Assets Advisory
  • Kurt Tesh, Kalos Financial
  • Brad Updike, Mick | Law
  • Tom Voekler, Kaplan Voekler Cunningham & Frank
  • Darryl Steinhause of DLA Piper, who also serves as a non-voting, volunteer legal counsel.

The Alternative & Direct Investment Securities Association 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 more than 4,000 members.

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ADISA Announces 2018 President-Elect and Officers

ADISA, a trade association for the alternative and direct investment space, announced that its 2018 officers were selected at its first board of directors meeting of the year.

Keith Lampi of Inland Private Capital Corporation begins his term as the 2018 ADISA president (having been elected president-elect in 2017). Greg Mausz of Preferred Apartment Communities was elected as the 2018 president-elect and will serve as president in 2019.

The other ADISA officers selected were: Peter Magnuson of Ladenburg Thalman as vice president; Ann Moore of International Assets Advisory as secretary; and Mark Kosanke of Concorde Investment Services as treasurer.

John H. Grady of DLA Piper, ADISA’s 2017 president, will serve the board as its immediate past president. Also elected to a one-year term was Thomas Voekler of Kaplan Voekler Cunningham & Frank.

Additionally, ADISA’s slate of committee chairs was confirmed as follows: Conference Planning Committee – John Grady, DLA Piper; Publications & Standards Committee – Peter Magnuson, Ladenburg Thalman; Editorial Subcommittee – Brandon Raatikka, FactRight; Due Diligence & Emerging Product Committee – Brad Updike, Mick | Law; Membership & Marketing Committee and ADISA Foundation – Brandon Balkman, Orchard Securities; Education Committee – Brian Buehler, Triton Pacific Securities; Legislative & Regulatory Committee – Catherine Bowman, The Bowman Law Firm; and the Broker-Dealer Advisory Council co-chairs – Mike Bendix, DFPG Investments, Michael Miller, Sigma Financial Corporation, and Kurt Tesh, Kalos Financial.

The other ADISA 2018 board of directors are: Brandon Balkman, Orchard Securities; Andrew Barnum, Cetera Financial Group; Catherine Bowman, The Bowman Law Firm; Brian Buehler, Triton Pacific Securities; Austin Dutton, Bridge Valley Financial; Matt Malone, FS Investments; Vali Nasr, Claraphi Advisory Network; Larry Sullivan, Passco Companies; Kurt Tesh, Kalos Financial; and Brad Updike, Mick Law. Darryl Steinhause, DLA Piper, serves the board as its volunteer legal counsel.

The Alternative & Direct Investment Securities Association bills itself as the nation’s largest trade association representing the non-traded alternative investment space. ADISA’s 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 4,500 members.

Click here to visit The DI Wire directory page.