World Model · podcast knowledge graph

E379: Why Great Investment Firms Eventually Stop Performing

2026-05-29 · 37 min · episode 379 · 9 entities

episode page audio

Asserted relationships

  • → hosted by David Weisburd person
    0.55
    evidence rules-v5
    Feed author/publisher: David Weisburd
  • → works at Ridgepost Capital company
    0.50
    evidence rules-v5
    CEO of Ridgepost Capital
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

Entities found in this episode

companys 4

  • mentioned Ridgepost Capital company
    0.62
    evidence rules-v5
    CEO of Ridgepost Capital
  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • works at Ridgepost Capital company
    0.50
    evidence rules-v5
    CEO of Ridgepost Capital
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business

concepts 3

persons 2

  • mentioned David Weisburd person
    0.70
    evidence rules-v5
    Feed author/publisher: David Weisburd
  • hosted by David Weisburd person
    0.55
    evidence rules-v5
    Feed author/publisher: David Weisburd
Episode description as stored
What if the biggest problem in asset management today isn’t investment performance—but misalignment between managers and the investors they serve? In this episode, I sit down with Luke Sarsfield, Chairman and CEO of Ridgepost Capital, to discuss how incentive structures shape long-term outcomes in private markets. Luke explains why Ridgepost leaves most carried interest with underlying managers, how alignment creates better LP relationships, and why middle market specialists can offer diversification that many large-cap private portfolios lack. We also explore long-term thinking, public versus private market pressures, culture, mentorship, and why compounding relationships may be the most valuable asset in investing.