Secondaries Investor Features Upwelling Report on “Tail-End” Funds Performance

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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 Releases Research on Tail-End Funds

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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 […]

ILPA Releases Guidance on GP-led Secondary Transactions

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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 […]

PEI: Joncarlo Mark Provides Insight on how LPs can Assess GP Value Creation when Evaluating Managers

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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.

Joncarlo Mark a “Shark” at the 39th Annual California Hispanic Chambers of Commerce Convention

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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 Capital Group Co-Sponsors Energy Game Change Conference

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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

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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 […]