ADISA Announces 2018 President-Elect and Officers

Feb 21, 2018

At its first Board meeting of the year, the new ADISA (the Alternative & Direct Investment Securities Association) Board, elected by the membership in late 2017, selected its 2018 officers. Keith Lampi of Inland Private Capital Corporation begins his term as the 2018 ADISA president (having been elected president-elect in 2017), and 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.
Serving as ADISA’s 2018 President, Keith Lampi is President of Inland Private Capital Corporation (IPCC). Throughout his 15 year tenure, Lampi has helped to shape IPCC into a market leader in the private real estate securities industry. Lampi received his bachelor degree in economics from the University of Illinois at Urbana-Champaign.  
Greg Mausz is currently Executive Vice President of Operations and Due Diligence for Preferred Apartment Communities. Most recently Mausz held the role of Managing Director of Cape Securities and Cape Investment Advisory, a nationally ranked independent broker-dealer and SEC-registered RIA. He has spent 20 years in the financial services industry, serving in various leadership roles that resulted in raising over $8 billion in investor capital. Mausz received a B.S. in business management from Samford University and a MBA from Kennesaw State University.  He holds active Series 7, 24, 63, 65 and 79 securities registrations and is insurance licensed.  
Peter Magnuson is the Director of Due Diligence for Ladenburg Thalman Incorporated in Omaha, Nebraska. Magnuson has worked in the investment management and due diligence for 13 years. He is a graduate of Creighton University’s Master’s of Finance and Investment Management program and received his bachelors of Business Administration from Concordia University, Seward, Nebraska.  
Ann Moore is the Director of National Sales/Due Diligence Officer at International Assets Advisory. She received her Bachelor of Science Degree in Microbiology from Brigham Young University in 1987. Moore began her professional career in 1988 as an underwriter for a large Insurance Company in Salt Lake City, Utah. In May 2008, Moore joined International Assets Advisory LLC and shortly thereafter became Chief Compliance Officer for International Assets Advisory, LLC. In May 2014, Moore was promoted to National Sales Manager where she has invigorated the firms recruiting efforts to attract wire-house, regional, RIAs, and fee-only advisors to IAA’s independent network. Moore currently holds her Series 7 Registered Representative, Series 3 Commodity Broker, Series 65/63 Advisory and State, Series 24 General Principal, Series 30 Commodity Branch Office Manager and a Series 79 Investment Banking Representative.
Mark Kosanke, CPA, is a founding partner of the Concorde Financial Group of Companies, which includes Concorde Financial Group. Kosanke has more than 33 years of accounting, tax and operations experience, and more than 25 years of securities experience in both equities and real estate.  
John H. Grady is a partner with the law firm of DLA Piper. He concentrates his practice on publicly offered and privately placed investment funds, as well as investment advisers, broker-dealers and others in the financial services industry. Prior to joining DLA Piper, he was affiliated with Aretec Corporation, the parent company of Cetera Financial Group, and while there he helped form and operate the ARC Income Funds complex. Grady graduated magna cum laude from Colgate University, and received his J.D. from the University of Pennsylvania Law School.  
Thomas Voekler is the managing partner at Kaplan Voekler Cunningham & Frank. His practice focuses primarily on corporate finance, public and private securities offerings, private equity and corporate governance issues, with a particular focus on real estate investment trusts (REITs), 1031 syndications (DSTs/TICs) and private placements of real estate investments.  
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.