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

Leadership reflections and organizational progress

• Significant progress made since CEO appointment, including expansion from seven to eight strategies with the Qualitas acquisition.

• Focus on maintaining strong investment performance and building robust enabling functions across finance, operations, strategy, and client solutions.

• Assembled a world-class senior leadership team and transitioned to a majority independent board.

• Enhanced governance and compliance, including preparations for 404(b) standards and new technology and HR leadership.

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

Market positioning and growth opportunities

• Middle and lower-middle market targeted for its less competitive, more fragmented environment and higher historical returns.

• Lower multiples and less leverage in target markets create more value creation opportunities and resilience to rate cycles.

• Broader opportunity for outperformance due to wider return dispersion and ability to select top managers.

Client engagement and product innovation

• Growth strategy includes deepening relationships with nearly 5,000 LPs and expanding cross-strategy participation.

• Leveraging integrated CRM data to identify and pursue tailored cross-selling opportunities.

• Targeting larger global clients and developing new fund structures, such as evergreen funds and insurance wrappers, to meet diverse client needs.

• Prioritizing high-ROI opportunities and considering partnerships for broader retail distribution rather than building it in-house.