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Alternative Assets  + Latest News  |  January 27, 2023
ADISA Conference Insights: Investment Strategies in a Market Reversal (VIDEO)
By: Joe Palmisano

ADISA Announces 2023 Incoming President and Officers

The new ADISA (Alternative & Direct Investment Securities Association) board has chosen its officers for 2023. Michael Underhill, chief investment officer and CEO of Capital Innovations, was elected ADISA president and Jade Miller, president of capital markets at Bourne Financial Group, was elected president-elect and will serve as president in 2024. 

Underhill, who shared his thoughts about alternative assets, monetary policy and the economy with Connect Money last October at the ADISA Conference in Las Vegas, oversees the global equity investment strategies and leads the Investment Policy Group for Capital Innovations. 

Prior to co-founding the firm in 2007, Underhill was a vice president portfolio manager at AllianceBernstein and vice president and partner at Invesco. 

With nearly 10 years of alternative investment experience, Miller 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 joined Bourne Financial Group in March of 2018 to assist in its sales efforts. During that time Miller built the team and led the launch of eight Bourne senior housing offerings. 

Other officers selected included 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. 

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.