Alternative Investments: Beyond The Ordinary
Alternative Investments: Beyond The Ordinary
Alternative investments can play a strategic role in a well-rounded portfolio by offering diversification and access to opportunities beyond traditional stocks and bonds. Join our panel of industry professionals as they discuss the evolving landscape of alternative investments, current trends, and key considerations for investors. Gain valuable insights into opportunities beyond the ordinary.
Panelists
Moderator
Donna Lowry is an award-winning journalist who combines a passion for storytelling and a desire to empower others with communication and critical thinking skills surrounding political, educational, and financial issues.
Through her firm, Donna Lowry Communications, she provides consulting, writing, and producing services for educational, media, professional, and business outlets.
Donna serves as host/producer for several programs, including Lawmakers on Georgia Public Broadcasting.
Donna is an eight-time Emmy award winner, a three-time national Gabriel Award recipient, and has garnered honors from countless organizations, including the National Association of Black Journalists, Atlanta Association of Black Journalists, Georgia Associated Press, Society of Professional Journalists, Georgia Association of Educators (GAE), and the Professional Association of Georgia Educators (PAGE).
Her media peers inducted Donna into the prestigious NATAS Southeast Silver Circle to recognize her lasting contributions to the broadcast industry.
Donna has a master's in Journalism from Northwestern University and a Bachelor's in Mass Communications and Administration and Management from Chatham University.
Her professional affiliations include the Atlanta Press Club, the Atlanta Association of Black Journalists, the National Association of Black Journalists, and the Southeastern Chapter of the National Academy of Television Arts and Sciences (NATAS SE).
In her 15th year as a Girl Scout Leader, Donna has led girls ranging in age from kindergarten through 12th grade. Her community service affiliations also include Magnolia (GA) Chapter of Links, Inc., and Nu Lambda Omega Chapter of Alpha Kappa Alpha Sorority, Incorporated.
Donna and her husband, Army Major (Ret) Bennet W. Reid, Jr., are the parents of three daughters.
Retired Alabama Securities Commission (ASC) Director, Part-time Consultant to the ASC, Expert Witness in Securities Litigation Matters
Joseph Borg retired as the Alabama Securities Commission (ASC) Director in May 2023. He has served as the ASC Director since 1994. Borg now serves as a part-time consultant to the ASC and as an expert witness in securities litigation matters. Borg served as the only three term President of the North American Securities Administrators Association (NASAA). He served as a member on the NASAA Board of Directors, as Chair of the International Committee, Chair of Enforcement, Ombudsman and in several other capacities. He is currently a member of the Board of Directors and Treasurer of the National White Collar Crime Center (NW3C). He has also served as a member of the SIPC Modernization Task Force and the FINRA Dispute Resolution Task Force.
He has previously testified before various committees of the U.S. Senate and U.S. House of Representatives including testimony on such areas as Microcap Fraud; Criminal Elements in the Financial Markets; Information Sharing among Financial Regulatory Agencies; Risks Posed to Everyday Investors from IPOs in Private Equity and Hedge Funds; Illegal Investment Sales Practices Victimizing Senior Citizens; and SIPA and SIPC Modernization. Borg last testified (June 2018) before the U.S. House Financial Services Committee, Capital Markets Subcommittee hearing entitled “Ensuring Effectiveness, Fairness, and Transparency in Securities Law Enforcement.”
Borg served as a U.S. delegate to an Intergovernmental Expert Group for the United Nations Commission on International Trade and Law (UNCITRAL).
Borg previously served as in-house corporate counsel to First Alabama Bank (n/k/a Regions Bank, 1979-1984) and has been an adjunct professor of law at Faulkner University Jones School of Law teaching securities law and banking (1982-2002), and has been a Partner in the Montgomery law firm of Capouano, Wampold, Prestwood & Sansone (1984-1994).
He is admitted to practice in Alabama, Florida, New York, U.S. Federal District Courts in Alabama and Florida, the 5th and 11th Circuit Courts of Appeal and the U.S. Supreme Court.
Chief Operating Officer & Senior Managing Director, Skyway Capital Markets
Greg Mausz serves as Chief Operating Officer and Senior Managing Director. In his role, Mausz is responsible for continuing to enhance Skyway’s infrastructure, oversee due diligence and work with quality asset managers to develop alternative investments for distribution to the independent broker dealer and registered investment advisor (RIA) community.
Mausz has more than 27 years of experience and has been focused on the alternative investment universe since 2000. He has worked for a variety of firms ranging from independent brokers, RIAs to third-party due diligence and multiple alternative sponsors. Collectively he has led more than $12 billion in capital raising for a diverse mixture of products including public and private REITs, BDCs, Preferred Stock, and fund offerings across a mix of asset classes which include real estate, private equity, credit and energy.
Greg Mausz is an industry veteran and has been active with the Institute for Portfolio Alternatives (IPA) for years and has served on the Alternative and Direct Investment Securities Association (ADISA) Board of Directors since 2016. He has worked in all areas of the capital markets including executive leadership, sales, operations, product formation, and due diligence.
Mausz holds a bachelor’s degree from Samford University, an MBA for Kennesaw State University and holds FINRA Series 7, 24 66 and 79 securities licenses and the Behavioral Financial Advisor (BFA) designation.