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Category: News

ILPA Publishes Landmark Guidance on Private Equity Fee Reporting

Posted January 30, 2016September 7, 2016 staffupwellingLeave a commentPosted in News

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 to be Conference Chairman: CFOs and COO Forum 2016

Posted December 30, 2015September 7, 2016 staffupwellingLeave a commentPosted in News

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 to Speak at GAIMOps West Coast Conference

Posted October 10, 2015September 7, 2016 staffupwellingLeave a commentPosted in News

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.

UC Davis Endowment Reaches $1 Billion

Posted September 24, 2015September 7, 2016 staffupwellingLeave a commentPosted in News

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

ILPA Advocates for Uniform Private Equity Reporting

Posted September 3, 2015September 7, 2016 staffupwellingLeave a commentPosted in News

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 Updates Standards, Increases Membership

Posted February 11, 2015September 7, 2016 staffupwellingLeave a commentPosted in News

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

Joncarlo to Lead Discussion on Family Office Investments in Clean Energy

Posted July 24, 2014September 7, 2016 staffupwellingLeave a commentPosted in News

Joncarlo Mark will lead a discussion with leading family offices on investing in clean energy at the NextWave Greentech Investing conference. The event takes place August 5, 2014 in Meno Park, California. Fore More Information Click Here

ILPA, SunGard, PwC, and AlpInvest join AltExchange

Posted May 30, 2014September 7, 2016 staffupwellingLeave a commentPosted in News

ILPA, SunGard, PwC, and AlpInvest have all joined the AltExchange alliance. Click here to see the press release.

AltExchange Publishes PE Data Standard

Posted January 6, 2014September 7, 2016 staffupwellingLeave a commentPosted in News

Upwelling Capital Group is a founding member of AltExchange, which has recently published a new data reporting standard for the PE industry. Click HERE to read the entire article

Upwelling Announces the Hiring of Robert Rakowski

Posted October 16, 2013September 7, 2016 staffupwellingLeave a commentPosted in News

Upwelling Capital Group LLC has hired Robert Rakowski as a principal of the firm. Press Release

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UPWELLING CAPITAL GROUP LLC

2800 Fifth Street
Suite 120
Davis, CA 95618

(530) 758-7888
contact@upwellingcapital.com

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Upwelling Capital Group is a registered investment adviser that provides customized strategies and solutions to enhance the overall returns for premier alternative investors. Securities offered through Bridge Capital Associates, Inc., Member FINRA / SIPC

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