PEI: Awards 2021 – Upwelling Participates in Selecting OpEx Award winners

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In its 10th year, Private Equity Internationa’s (PEI) Operational Excellence Awards continues to receive quality submissions on successful private equity value creation case studies. This year was no exception as the panel received over 70 entries, leading to competitive selections to fill the 12 categories awarded. Awards were broken down geographically and by size. The […]

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

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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 […]

Joncarlo Mark to Provide a Perspective on Institutional Investing in Mexico

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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 […]

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

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

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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 […]