ADISA Announces Results of 2026 Board Elections
The Alternative & Direct Investment Securities Association, i.e., ADISA – which labels itself the nation’s largest trade association serving the alternative investments and securities industry – announced the results of its 2026 board elections. ADISA conducts democratic elections hosted by a neutral online vendor, and the elections are open to all member categories with a maximum of three votes per firm.
ADISA’s members are typically involved in non-traded real estate investment trusts, business development companies, master limited partnerships and private and public funds, 1031 exchange programs, energy and oil and gas interests, equipment leasing programs, or other alternative and direct investment offerings.
The six newly elected, or re-elected, board directors are as follows.
- Amy Arnold, Concorde Investment Management
- Jessica Correnti, Capital Square
- Christy Hutchison, Shopoff Realty Investments
- Kyle Kadish, IBN Financial Services
- Mark Kosanke, Concorde Asset Management
- Brad Updike, Mick Law
Additionally, three directors-at-large were appointed.
- Matt Fries, Cetera Financial Group
- Peter Magnuson, Osaic
- Aaron Pollak,co Holdings
They join the returning 2025 board members, who were elected or appointed last fall to two-year terms. They are as follows.
- Matthew Iak, 2025-26 president, U.S. Energy Development Corporation
- Joanna Venetch, 2026 president-elect, Hana Solutions
- Jake Heidkamp, FactRight
- Rajeev Kotyan, Innovative Advisory Group
- Sylvia Kwan, Ellevest
- Greg Mausz, Skyway Capital Markets
- Katie Shook, Eagle Point Credit Management
- Michael Underhill, Capital Innovations
- David Wilson, Equifinancial
Thomas Voekler, who will join Passco Companies later in December, will serve as non-voting, volunteer general legal counsel, taking over from long time counsel Darryl Steinhause. Brandon Balkman of Net Lease Capital Advisors continues to serve as president of ADISA’s 501(c)3 Foundation.
ADISA board elections occur in the fall; each new director was elected to a two-year term through 2027. At the first board meeting of 2026 in January, the board will elect its 2026 officers.
Like years past, ADISA’s latest appointees are engaged in numerous activities across the industry. For example:
- Hear from Updike during AltsWire’s upcoming Dec. 3 webinar on energy investing; and
- We recently sat down with Arnold for our “Five Questions for…” series. She discussed how the independent broker-deal channel is influencing innovation and increasing access to alts.
For more ADISA news, please visit their directory page.
