News

Upwelling releases updated research report re-examining the performance of Tail-End Funds

Upwelling has released an updated research report re-examining private equity performance of “Tail-End Funds” (funds operating beyond 10 years). Some of the key highlights and affirmations of the previous study include the following: Tail-end funds, on average, do not appreciate regardless of strategy $140 million – the opportunity cost of holding $1 billion in tail-end […]

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Upwelling Associate shares the benefits of his UC Davis MBA experience

In a recently published blog, “Advice and Network Paved My Way to New Finance Career”, Upwelling Associate Jesse Rodriguez shares his story on how he transitioned into a new career during his time at the UC Davis Graduate School of Management. Rodriguez shares, “The GSM has always boasted a close-knit, strong alumni network, but I […]

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Joncarlo Mark to Provide a Perspective on Institutional Investing in Mexico

On Tuesday, April 27, Joncarlo Mark will participate on a panel discussing institutional private equity investment strategies in Mexico. The panel is part of”CUMBRE de Capital Privado”, the largest private equity conference in Mexico which is hosted by AMEXCAP, the Mexican Private Equity and Venture Capital Association. Click on the following link to see more […]

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Joncarlo Mark to lead conversations on Middle Market PE

Upwelling Founder, Joncarlo Mark, will take part as moderator in two panels during a two-day online conference on February 9 & 10 focused on the State of Middle Market Private Equity. The conference is organized by Carmo Connect and provides a quality space for industry professionals to connect and properly network. During his first panel, […]

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Joncarlo Mark joins SuperTechnology N.A. panel on GP management in a digital world

Joncarlo Mark will join a panel on the current state of GP management as the industry continues to navigate through the challenges of the COVID-19 pandemic. The panel, titled “GPs originating, diligencing and managing companies digitally,” is part of a two-day SuperTechnology North America conference on February 2-3, 2021.

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Upwelling Hosts Conference on Secondaries

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 […]

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Joncarlo Mark joins panel to discuss LP reporting best practices in VC

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 […]

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Upwelling feature in Buyouts (a PEI publication): How do we get out of this misaligned mess?

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 […]

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PEI interview with Joncarlo Mark – Impact of COVID-19 on PE market

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.”  

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Muzinich: Strategic Investment in Arbor Centers for EyeCare and Chicago Eye Institute Completed

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 […]

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