Upwelling – ReedSmith Webinar on GP Removal
On Wednesday, January 21st, Upwelling partners Joncarlo Mark and Eric Green joined ReedSmith LLP partners Ed Klees and Brendan Gallen in webinar titled, “GP Removal in Investment Funds.” The discussion provided an overview of the GP removal process, as well as reasons why an LP would pursue a replacement situation. Key points included the following: […]
Liquid Courage, Episode 3: Venture Capital Has an $8 Trillion Liquidity Problem
Upwelling is pleased to share the most recent episode of the Liquid Courage podcast series, “Venture Capital Has an $8 Trillion Liquidity Problem.” Joining Joncarlo Mark (Upwelling) and host, David Snow, the episode features Matthew Ahern from Knightsbridge Advisers LLC and Andy Nick from Piper Sandler. The speakers touch on the nuances of venture capital and the corresponding […]
Liquid Courage, Episode 2: Downmarket Continuation Vehicles Have Many Upsides
Upwelling is pleased to share the second episode of the Liquid Courage podcast series, “Downmarket Continuation Vehicles Have Many Upsides.” The episode features Ben Perl, Managing Director at Neuberger Berman and Global Co-Head of NB Secondary Private Equity, Andy Nick, Managing Director and Co-Head, Secondary Capital Advisory at Piper Sandler, Joncarlo Mark from Upwelling Capital Group, […]
Upwelling Research Highlighted in PEI Article
Upwelling Capital Group’s recent white paper, No Country for Old Funds, was recently featured by Private Equity International (PEI) in the article, “Shaking off the stragglers – LPs can benefit from offloading tail-end stakes early instead of holding them to maturity.” The article highlights Upwelling’s analysis of tail-end fund performance and determination that LPs are […]
Launch of new secondaries podcast: “Liquid Courage”
Upwelling is pleased to announce our new podcast series, Liquid Courage, produced in collaboration with David Snow and Piper Sandler’s Private Capital Advisory Group. The series will cover a wide range of topics tied to the secondary market with insight provided from industry leading guest speakers. For more information on the podcast, visit the Liquid […]
Upwelling Partners Featured on PitchBook’s Allocator Atlas Webinar
On Tuesday September 23rd, Upwelling’s Joncarlo Mark and Eric Green joined PitchBook’s Allocator’s webinar series to share insights from the recently published white paper, No Country for Old Funds. They discussed performance trends of tail-end private equity funds and the expanding role of the secondary market. To learn more and to watch the full recording, […]
The Allocator’s Atlas: No Country for Old Funds, a Pitchbook-Upwelling Webinar on PE Fund Performance
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 […]
MergerMarket highlights Upwelling research in recent article focused on tail-end fund secondaries
Upwelling Partner, Eric Green, was recently featured in MergerMarket’s article: “Tail-end secondaries surge as LPs step-up pursuit of liquidity in PE portfolios.” The article addresses recent activity in the secondary market, in particular tail-end funds, and the key decision factors that LPS face when considering a sale. Eric shared insights from Upwelling’s research report, “No […]
Axios: Private equity’s tail risk
Axios featured in a recent article, Upwelling’s latest white paper, “No Country for Old Funds.” In the article, Axios highlights key findings form the article, including: Read the full article here.
Upwelling Research Highlighted by PEI: LPs benefit from offloading tail-end stakes early – study
In a recent article, PEI highlighted key findings from Upwelling’s latest research report, “No Country for Old Funds“. PEI underscores that LPs benefit from selling tail-end funds early rather than holding them until they reach maturity. As noted in the article, “An LP that reinvests the proceeds into a first-quartile fund would see their portfolio […]
