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How I Invest with David Weisburd

How I Invest with David Weisburd

E379: Why Great Investment Firms Eventually Stop Performing

How I Invest with David Weisburd · May 29, 2026 · 36:57

0:0036:57

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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.

Episodes: How I Invest with David Weisburd

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