ADISA Announces 2023 President-Elect and Officers

Logo PR Newswire
PR Newswire

INDIANAPOLIS, Jan. 25, 2023 /PRNewswire/ -- At its first board meeting of the year, the new ADISA (the Alternative & Direct Investment Securities Association) board, elected by the membership in late 2022, selected its 2023 officers. Michael Underhill of Capital Innovations begins his term as the 2023 ADISA president, and Jade Miller of Bourne Financial Group was elected as the 2023 president-elect and will serve as president in 2024.

The other ADISA officers selected were: John Grady of ABR Dynamic Funds as vice president; Catherine Bowman of The Bowman Law Firm as secretary; and Mark Kosanke of Concorde Investment Services as treasurer.

Serving as ADISA's 2023 president, Michael Underhill is chief investment officer and CEO of Capital Innovations, where he is responsible for overseeing global equity investment strategies and leads Capital Innovations' Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Capital Innovations believes will influence investment opportunities. Prior to co-founding Capital Innovations in 2007, Underhill was a vice president portfolio manager at AllianceBernstein and a vice president and partner at Invesco in the financial institutions asset management division where he was responsible for over $8 billion in assets.

Jade Miller, president of capital markets at Bourne Financial Group, is responsible for structuring the Bourne investment programs; sourcing equity with broker-dealer, registered investment advisor, and institutional relationships; and managing sales efforts across all offerings and distribution operations. Miller has nearly a decade of experience in alternative investment distributions and has successfully launched and closed 10 private placement offerings. Miller began her career in 2013 as a junior planner with Ameriprise Financial, where she was introduced to alternative investments. Miller joined CNL Securities in 2014 on the sales desk and was involved in raising over $1 billion in equity across multiple asset structures and asset classes, including senior housing and private equity. Miller's experience also includes a year in the private equity space focusing on middle-market debt and the quick service restaurant industry. Miller joined Bourne Financial Group in March of 2018 to assist in BFG sales efforts and since then has built the sales team and led the launch of eight Bourne senior housing offerings. She earned a Bachelor of Science in finance and economics from the University of Alabama. She holds series 7 and 63 licenses.

John Grady serves as ABR Dynamic Funds' chief operating officer and general counsel. The firm is a registered investment advisor and manages several private funds, mutual funds and UCITS sub-funds using proprietary, volatility-focused strategies. Prior to joining ABR Dynamic Funds, Grady was a partner at Practus LLP and DLA Piper LLP. Before that, he held various positions with industry leading firms focused on managed futures, real estate and other alternative assets and strategies.

Catherine Bowman founded The Bowman Law Firm in 2008 in order to conduct due diligence on public and private securities offerings ranging in size to several billion dollars on behalf of independent broker-dealers, investment advisers, and other financial professionals. Bowman also provides consulting on broker-dealer regulatory and compliance matters; researching '33 Act and '34 Act laws and regulations, broker-dealer regulations and state securities laws and regulations; contract negotiation and drafting; as well as providing expert witness services. Prior to founding The Bowman Law Firm, Bowman was chief compliance officer, senior vice president and corporate counsel for CNL Securities Corp., and started her law career more than 25 years ago at Gray, Harris & Robinson, focusing on corporate and securities law practice for publicly held and privately held clients.

Mark Kosanke, CPA, has nearly 30 years of securities industry experience. He is one of the founders of Concorde Investment Services (CIS), a Michigan-based securities broker-dealer firm and is a current owner of Concorde Holdings, CIS's parent company. He is president of Concorde Financial Group, which operates as an investment and asset management firm. Prior to Concorde he was at the Detroit office of Price Waterhouse where he concentrated on audit, taxes, and real estate. Kosanke is active in strategic tax planning and investment portfolio design with over $200 million in assets under management. He is recognized nationally for his proficiency in the 1031 exchange area.

The other ADISA 2023 board of directors are: Angela Barbera, NexPoint Securities; Sherri Cooke, iCapital; Mat Dellorso, WealthForge; Matthew Iak, U.S. Energy Development Corporation; Karlton Kleis, Arete Wealth Management; Sylvia Kwan, ElleVest; Stephen Lovell, Lovell Wealth Management; Greg Mausz, Skyway Capital Markets; Ann Moore, International Assets Advisory; David Pittman, Cottonwood Residential; Jeff Shafer, CommonGood Capital; Amanda Teeple, CoastalOne; Brad Updike, Mick | Law; and David Wilson, Equifinancial. Darryl Steinhause of DLA Piper also serves as a non-voting, volunteer legal counsel and Thomas Voekler of KVCF provides volunteer hospitality legal counsel.

ABOUT ADISA
The Alternative & Direct Investment Securities Association is 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 5,000 members who are key decision makers, representing more than 220,000 professionals throughout the nation – including sponsor members who have raised in excess of $200 billion in equity and serve more than 1 million investors. ADISA is a 501(c)(6) non-profit organization, registered to lobby, and also has a related 501(c)(3) charitable non-profit (ADISA Foundation) assisting with scholarships and educational efforts.

Contact: Jill Swartz
Spotlight Marketing Communications
jill@spotlightmarcom.com
949.427.1389

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/adisa-announces-2023-president-elect-and-officers-301730869.html

SOURCE ADISA

Logo PR Newswire
Peter Sefzik, Senior Executive Vice President, Chief Banking Officer; Megan Crespi, Senior Executive Vice President, Chief Operating Officer; and Megan...

Logo American Banker
Business / FinanceBy Ebrima Santos Sanneh2023-01-25 18:55:45
WASHINGTON After a year when crypto tanked and regulators have become increasingly skeptical of bank-fintech partnerships, observers say the prospects of new...

Logo PR Newswire
AutoPress Release2023-01-24 13:30:00
PLYMOUTH, Mich., Jan. 24, 2023 /PRNewswire/ -- Adient (NYSE: ADNT), a global leader in automotive seating, today announced that Raymond L. Conner will not...

Logo PR Newswire
ST. LOUIS, Jan. 24, 2023 /PRNewswire/ -- Martin J. Lyons Jr., president and CEO of Ameren Corp. (NYSE:AEE) and Michael L. Moehn, executive vice president and...

Logo Benzinga
Business / FinanceBy Business Wire2023-01-25 14:21:00
WebBank is pleased to announce the appointment of Eraj Asadi as Senior Vice President Head of Asset Finance. Eraj joined WebBank in May 2022, bringing 30+...

Logo GlobeNewswire
The Nominating Committee of AB Industrivrden proposes re-election of board members Pr Boman, Christian Caspar, Marika Fredriksson, Bengt Kjell, Fredrik...

Logo PR Newswire
JUNO BEACH, Fla., Jan. 25, 2023 /PRNewswire/ -- NextEra Energy, Inc. (NYSE: NEE) today announced that Eric Silagy, chairman, president and chief executive...

Logo GlobeNewswire
Intermediate Capital Group plc (the C ompany or ICG ) Board Update The Board of ICG announces that Kathryn Purves, Non-Executive Director of the Company,...

Logo EIN Presswire
Sinha brings decades of high growth experience that will accelerate eHealth Technologies next phase, to be the worlds leading health care & analytics...

Logo NewsFileCorp
Press Release2023-01-25 16:54:00
Toronto, Ontario--(Newsfile Corp. - January 25, 2023) - Advance United Holdings Inc. (CSE: AUHI) (OTCQB: AUHIF) (FSE: 9I0) (the "Company" or "Advance...

Logo EIN Presswire
PoliticsPress Release2023-01-25 13:00:25
Eastnets CEO receives audience with UAE Minister of Economy and has discussions with Middle Eastern leaders on the role of secure technology Being able to...

Logo PR Newswire
Law Enforcement Credit Union anticipates continued success with highly experienced executive VAN NUYS, Calif., Jan. 25, 2023 /PRNewswire/ -- Los Angeles...

Logo Benzinga
Business / FinanceBy Pr Newswire2023-01-25 11:30:00
The International Association of Registered Financial Consultants (IARFC) announces the re-election of Robert Laraia, RFC to a second term on the US Chapter...

Logo PR Newswire
TechnologyPress Release2023-01-25 15:55:00
Jenny Lindqvist is appointed Senior Vice President, and Head of Market Area Europe & Latin America, effective as of February 1, 2023 Becomes member of...

Logo PR Newswire
NASHVILLE, Tenn., Jan. 25, 2023 /PRNewswire/ -- AllianceBernstein L.P. and AllianceBernstein Holding L.P. (NYSE: AB) today announced that Fourth Quarter 2022...

Logo PR Newswire
EconomyPress Release2023-01-25 10:00:00
Brandon Wesson Joins Leadership Team CHANDLER, Ariz., Jan. 25, 2023 /PRNewswire/ -- AvAir is pleased to announce that Brandon Wesson has been promoted to...

Logo CNBC
PoliticsBy Jeff Cox2023-01-25 15:05:16
Key Points Federal Reserve Vice Chair Lael Brainard is considered a leading candidate to succeed National Economic Council Director Brian Deece when he...

Logo American Banker
Business / FinanceBy Ken Mc Carthy2023-01-24 20:56:58
Los Angeles Police Federal Credit Union hired John Roemer as its new president and CEO, effective Jan. 23. Roemer replaces Ed Hada, who is retiring after...

Logo PR Newswire
BOCA RATON, Fla., Jan. 25, 2023 /PRNewswire/ -- Anna Zuckerman Luxury, LLC, a competitive leader in demi-fine jewelry, today announced that Leena...

Logo PR Newswire
TechnologyPress Release2023-01-25 13:00:00
RESTON, Va., Jan. 25, 2023 /PRNewswire/ -- Leidos (NYSE: LDOS), a FORTUNE® 500 science and technology leader, today announced Srini N. Iyer as the company's...