The Allocator’s Atlas: No Country for Old Funds, a Discussion with Upwelling Capital Group

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:

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