Alexander Lupachev @Lupachev

Director at Siguler Guff linkedin.com/in/lupachev Dubai, United Arab Emirates Joined July 2009

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Dubai Media Office @DXBMediaOffice

5 months ago

UAE President and Hamdan bin Mohammed 📍 Dubai Mall 🕘 9:00 PM | 2 March 2026 Close to the people. Steady in leadership.

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Ahmed Khalifa @_A_khalifa

5 months ago

Our president Now in Dubai Mall What a leader 🇦🇪

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As the resident of the UAE, I am truly impressed by the professionalism and effectiveness of the government of this country. Its defence capabilities, its communication style and the ability to operate under unprecedented pressure are world class. Thank you for protecting us!

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Alexander Lupachev @Lupachev

7 months ago

The Harvard Krokodiloes a capella singers had a blast in Dubai. Many thanks to the Harvard Club of the UAE!

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Alexander Lupachev @Lupachev

7 months ago

Merry Christmas my friends!

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Alexander Lupachev @Lupachev

7 months ago

The first oil well in the Arabian Peninsula, established in 1932 in Jabal Ad Dukhan in Bahrain. And the rest is history!

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Alexander Lupachev @Lupachev

8 months ago

Starlink in the air! Broadband internet makes Air Baltic great again!

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Alexander Lupachev @Lupachev

8 months ago

Pearls, oil, then ideas Caravans turn into roads Future finds a home Happy 54th to the UAE!

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Alexander Lupachev @Lupachev

9 months ago

Traditionally puzzling front page of The Economist. Buckle up!

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Alexander Lupachev @Lupachev

11 months ago

Done! It's been a long and bumpy ride to the IPO. Congratulations to Eric Baker and the team!

NYSE 🏛 @NYSE

11 months ago

From the front row to the Trading Floor. The largest secondary ticketing marketplace in the world takes center stage at NYSE! @StubHub | $STUB | #StubHubIPO

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Alexander Lupachev @Lupachev

12 months ago

am.jpmorgan.com/us/en/asset-ma…

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Alexander Lupachev @Lupachev

12 months ago

AI eating the job market? Not yet - says the recent report from JP Morgan. - AI adoption is very early: less than 10% of companies use AI in business, and less than 1% do this seriously - AI functionality is in its infancy: the most advanced AI agents automate ~ 20 mins of work

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Alexander Lupachev @Lupachev

a year ago

You never know

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Alexander Lupachev @Lupachev

a year ago

(5) AI wave: 44% of portfolio companies are working toward implementing AI strategies, but only 15% are actively using AI today. Public market valuations for AI-focused companies are double those of private equity, with IT multiples at 20x in public markets vs. 10x in private

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Alexander Lupachev @Lupachev

a year ago

Hamilton Lane, one of the leading private equity advisers, just published one of the most comprehensive reviews of the state of private markets - equity, credit, real estate and infra. A true treasure trove of data and insights, 120 pages long! explore.hamiltonlane.com/2025-market-ov…

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Alexander Lupachev @Lupachev

a year ago

(4) Evergreen Funds Growth: evergreen funds grew to $700 billion in AUM in 2024, representing 5% of the private markets. They are projected to grow at a 30% annual rate to reach 20% of private markets AUM by 2035. Sequoia pioneered this trend in 2021

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Alexander Lupachev @Lupachev

a year ago

(3) Fundraising Decline: global private markets fundraising fell to $856 billion in 2024, down from $1.79 trillion in 2021. The $10B+ fund category now represents 30% of fundraising, up from 10% in 2010. Fund investors need capital return from older funds before committing to new

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Alexander Lupachev @Lupachev

a year ago

(2) Liquidity Crisis: distribution levels in 2024 are at 23% of NAV, the lowest since the GFC. It now takes an average of 5.5 years to harvest a fully invested fund, with venture/growth funds taking up to 20 (!) years from inception to full liquidation

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Alexander Lupachev @Lupachev

a year ago

TLTR: (1) Private Equity Underperformance: although PE remains one of the best asset classes on 10+ years horizon, the last 2.5 years were brutal: cumulative returns from Q1 2022 to Q3 2024 were -10%, compared to +20% for the S&P 500