Ridgepost Capital (RPC) Barclays 23rd Annual Global Financial Services Conference summary

Leadership reflections and organizational progress

• Nearly two years into the CEO's tenure, the firm has expanded from seven to eight strategies, notably through the Qualitas acquisition.

• Focused on maintaining strong investment performance and building out four spheres of excellence: finance, operations, strategy/business development, and client solutions.

• Enhanced governance with a majority independent board and a world-class senior leadership team.

• Integrated CRM systems and improved data infrastructure to deepen client relationships and support capital formation.

• Emphasis on execution and accountability following strategic and structural enhancements.

Market positioning and growth opportunities

• Middle and lower-middle market segments are favored due to less competition, more opportunities, and lower leverage compared to upper markets.

• Historical returns in these segments have outperformed upper markets by 200-300 basis points on average.

• The firm leverages its scale and expertise to select top managers and generate superior returns.

AUM growth strategy and client engagement

• Targeting $50 billion AUM by 2029, growth will come from both deepening relationships with existing LPs and attracting new, larger global clients.

• Less than 5% of LPs currently invest across multiple strategies, presenting a significant cross-selling opportunity.

• Integrated CRM enables tailored outreach to expand client engagement across the platform.

• New product development includes evergreen funds and other vehicles to meet diverse client needs.