For the second consecutive year, Upwelling Capital Group is serving as a co-sponsor of Energy Game Change on December 5 and 6 in Houston, TX. A wide range of topics affecting the energy market will be discussed that impact investment in the energy industry. Various senior executives will participate, representing policymakers, investors, company management and […]
Joncarlo Mark will serve as a keynote speaker at Houlihan Lokey’s conference, Valuation Best Practices Roundtable for Fund Financial Executives, on Thursday, May 18, 2017 in San Francisco, CA. Joncarlo will be leading a discussion titled “Limited Partners Want More – The Burden of Diligence and Reporting Continues to Expand.” Blair Richardson, Senior Vice President of […]
Upwelling Capital Group will sponsor an important conference on the ever-changing energy market. More information available HERE
The AltExchange domain standards mark the industry’s first attempt to unify and codify the presentation of financial information by fund managers to Limited Partners (LPs) in an easily consumable format. Read the whole article HERE
With broad-based support, ILPA continues to set global standards and enhance transparency for Private Equity Industry with new fee reporting template: Read the article here: Press Release-Final
Joncarlo Mark will be the conference chairman and a panelist at CFOs and COOs Forum 2016 in New York City. The conference will take place January 27-28 2016, and more information is available HERE.
Joncarlo will speak on “Standardization of Private Equity Partnership Reporting through AltExchange Alliance” at the GAIMOps west coast conference on November 12, 2015. For more information, please see the attached schedule HERE.
The University of California, Davis, announced on September. 22 that its endowment fund has reached $1 billion in total assets. Read the press release HERE
The Institutional Limited Partners Association (ILPA) has recently stated in a press release that Private Equity reporting should be more uniform across industry. Click HERE to read the article
Altexchange Alliance has released version II of its data definitions for Portfolio Companies in an effort to continue standardizing private equity reporting. Membership has grown as additional technology providers and administrators join the platform. Read the entire press release HERE