On October 8-9, Upwelling is hosting a webinar covering a wide range of topics related to secondaries across the private markets. The webinar will feature secondaries experts in private equity, venture capital, real assets and private credit. Gathered will be a cross section of industry leaders who will share both GP and LP perspectives on […]
Upwelling Founder, Joncarlo Mark, joins a webinar panel titled “3 Ways LPs Are Increasing Scrutiny on VCs.” Hosted by private capital data analystics platform, Aumni, Mark joins a group of experienced LPs to discuss LP reporting best-practices, including changing LP demands as it relates to SEC Registration expectations, improved portfolio analytics, and more rigorous due […]
Upwelling shared insights with PEI’s Buyouts magazine into the alignment concerns faced by GPs and LPs during economic downturns, in particular when facing a reduction in carry and in clawback situations. “When events lead to unfavorable return outcomes, however, the hurdle rate becomes an impediment, driving misalignment. Unfortunately, such misalignment will be exacerbated today given […]
In an article published today by PEI, Joncarlo Mark provides perspective on current market conditions during COVID-19 crisis. Click here to read the article, ‘Most GPs are simply in fire control mode.”
Chicago Eye Institute (“CEI”) and Arbor Centers for EyeCare (“Arbor”), two of the leading ophthalmology practices serving the Chicago market have entered into a strategic partnership with MoonSail Capital, LLC (“MoonSail”) and Plenary Partners (“Plenary”). The parternship forms Ocular Partners, Inc. (“Ocular Partners” or the “Company”), and solidifies its place as the second largest ophthalmologist platform in […]
Chicago Eye Institute (“CEI”) and Arbor Centers for EyeCare (“Arbor”), two of the leading ophthalmology practices serving the Chicago market have entered into a strategic partnership with MoonSail Capital, LLC (“MoonSail”) and Plenary Partners (“Plenary”). The parternship forms Ocular Partners, Inc. (“Ocular Partners” or the “Company”), and solidifies its place as the second largest ophthalmologist platform in […]
On Tuesday, March 4, 2020, Joncarlo Mark (Founder) and Mike Dutton (Industry Advisor) will lead a discussion during the EMPEA | LAVCA Private Equity Masterclass in Association with ColCapital. The conference, taking place in Bogota, Clombia, serves as an opportunity for LATAM fund managers and investors to gain practical insights from EM PE practicitioners. The […]
The Private Equity Law Report (PELR) released an article highlighting Upwelling Capital’s white paper, “Watch Your Tail-End,” an analysis on tail-end funds. The article summarizes the findings of the report on whether investors might be better off selling their tail-end fund interests, even at a steep discount, and reinvesting the proceeds in a different fund. […]
Secondaries Investor featured Upwelling’s report in an article published on 5/30/19. Selling at a discount is better than holding tail-ends – report An analysis of private equity funds by Upwelling Capital shows holding funds for longer than 10 years brings more downside risk than upside potential. By Adam Le Limited partners could be better off […]
Upwelling released an in-depth research report which examines the performance of private equity funds operating beyond 10 years (“Tail-End Funds”). The report details key findings, such as: • On average, Tail-End Funds lose value, regardless of quartile ranking • The opportunity cost of holding Tail-End Funds is enormous • Stellar returns aren’t required to compensate […]