ILPA Releases Guidance on GP-led Secondary Transactions
Today, the Institutional Limited Partners Association (ILPA) released a Guidance on best practices for GP-led Secondary Transactions. The document, titled “GP-Led Secondary Fund Restructurings: Considerations for Limited Partners and General Partners,” addresses the growing number of such transactions and offers parameters for an efficient and transparent process. Upwelling is proud to have contributed insight to […]
Upwelling Capital Group Serves as Financial Advisor to Family Office in Holdco. Refinancing
PEI: Joncarlo Mark Provides Insight on how LPs can Assess GP Value Creation when Evaluating Managers
Everybody talks a good game, but what are GPs really doing to drive performance? LPs must be prepared to asked some tough questions. Joncarlo Mark provides insight on what to consider when selecting GPs to invest with in Private Equity International’s Operational Excellence Special Article. Read the article here.
Upwelling Capital Group to Co-Sponsor the Energy Game Change Conference
Upwelling Capital Group will co-sponsor the 2018 Privcap Game Change: Energy Conference for the second year in a row. The event will take place at the Houstonian Hotel in Houston from December 4-5. The premier energy event will host more than two hundred top senior private equity deal professionals, institutional investors and industry executives set […]
Joncarlo Mark a “Shark” at the 39th Annual California Hispanic Chambers of Commerce Convention
Upwelling Founder, Joncarlo Mark, will participate in this year’s California Hispanic Chambers of Commerce (CHCC) Statewide Convention as a “shark” during the conference’s “Hispanic Shark Tank” event. Joining Mark on the panel will be Jesus Arguelles, Founder of Arguelles Capital Advisory, and Carmen Palafox, Investment Partner at MiLA.vc. The event will be emceed by Eric […]
Upwelling Discusses Role in Complicated Fund Restructurings
Upwelling Capital Group Co-Sponsors Energy Game Change Conference
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 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 […]
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
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