News

Joncarlo Mark to Serve as Keynote Speaker at Houlihan Lokey Conference

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 […]

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Upwelling Capital Group Sponsors Energy Market Conference

Upwelling Capital Group will sponsor an important conference on the ever-changing energy market. More information available HERE

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AltExchange Alliance Standards To Include ILPA Fee Transparency Template

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

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ILPA Publishes Landmark Guidance on Private Equity Fee Reporting

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

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Joncarlo to be Conference Chairman: CFOs and COO Forum 2016

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.

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Joncarlo to Speak at GAIMOps West Coast Conference

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.

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UC Davis Endowment Reaches $1 Billion

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

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ILPA Advocates for Uniform Private Equity Reporting

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

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AltExchange Alliance Updates Standards, Increases Membership

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

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Joncarlo to Lead Discussion on Family Office Investments in Clean Energy

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

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