On Tuesday, September 23rd, Upwelling Partners Joncarlo Mark and Eric Green will be featured on PitchBook’s Allocators Atlas Series.
The webinar will focus on the topics of private equity tail-end fund performance and the implications of holding versus rebalancing older or underperforming portfolios. Drawing from findings in Upwelling’s recent white paper, “No Country for Old Funds.”
Agenda Details:
- Tuesday, September 23, 2025
- Time: 11:00 AM ET
- Registration Link
Topics:
- NAV accumulation across PE portfolios
- Tail-end dynamics and liquidity trends
- The role of continuation vehicles
Speakers:
- Hilary Wiek, CFA CAI – Senior Strategist, Pitchbook
- Zane Carmean, CFA, CAIA – Director, Quantitative Research, Pitchbook
- Joncarlo Mark – Partner, Upwelling
- Eric Green – Partner, Upwelling
