Casey Baugh

CASE STUDIES

A Entrepreneurship , Business and Education podcast

About the show

Welcome to Case Studies with Casey Baugh. Join me as we explore the lives of inspirational individuals, and uncover the secrets to their success. For two decades, I've been on a mission to find the clues that lead to success in both business and life. In this podcast, we'll delve into the physical, mental, emotional, and spiritual dimensions of success. Through in-depth conversations and personal stories, we aim to dig up the valuable clues that success has left behind, providing you with the insights and wisdom you need to thrive in every aspect of your life. Our goal is not just to celebrate success but to dissect it, to understand the principles and practices that have led to exceptional achievements. By listening to the stories of those who've paved the way, you'll gain practical knowledge that you can apply to your own journey. Join me on this exciting journey of discovery and personal growth as we decode the mysteries of success together. Thanks for being part of it! Hosted on Acast. See acast.com/privacy for more information.

Newest episodes

A Journey To Jerusalem And The Search For A Deeper Faith

Nov 11, 2026 43 min

In this episode of Case Studies, Casey and Nathaniel Olsen set aside their planned conversation to talk about a trip they just took together: a week in Jerusalem with David Butler. Casey’s earlier episode with Butler is the most-watched in the show’s history. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s I...

Building An $800 Million Lending Business On Trust And Grit

Nov 4, 2026 1 hr 50 min

Rocky Derrick built Taylor Derrick Capital from an $800,000 fund into an $800+ million private lending platform, but the real story isn't the balance sheet. In this episode of Case Studies, Rocky sits down with Casey to unpack the partnership that made it possible, the sudden loss of his co-founder, and the grinding, invisible years that came before any of it looked like success. This conversation is for entrepreneurs and leaders who understand that real success is rarely linear. It's a reminder that discipline, humility, and relationships, not luck, are what actually build something lasting. [00:00] Welcome, Rocky Derrick [01:12] Life Today at Taylor Derrick Capital [04:01] Inside the Lending Business [08:12] Win-Win: The Borrower Relationship [13:06] Choosing Loyal Capital Over Institutions [17:05] Brazil, the U, and a New Direction [19:41] Choosing USC's MRED Program [24:46] A Clear Answer in the Night [29:18] Building a High-Rise in Vegas [33:54] The Mezzanine Lender's Call [39:00] Meeting Mark Taylor [53:00] Fired, Humbled, and Betting on Himself [1:01:47] Launching Taylor Derrick Capital [1:09:00] Losing Mark, Carrying the Weight [1:14:04] Lessons on Partnership and Leadership [1:30:15] AI, Efficiency, and the Future [1:46:15] Faith, Family, and Grace The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or s...

Walking Away From Easy Money to Build Something Real

Oct 28, 2026 1 hr 35 min

In this episode of Case Studies, Casey sits down with Kevin Galbasini, co-founder of a skilled nursing company that has grown to 10 facilities and roughly 1,500 employees, with zero debt and no outside investors. After becoming the top loan officer at Eric Kendall’s mortgage company during the early-2000s boom, he walked away from the industry, earned a master’s in real estate development at USC, and graduated straight into the 2008 crash. A prayer on a long drive home led him into nursing homes, where he spent four years learning the business before leaving a comfortable role at Plum Healthcare to start his own. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sol...

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All episodes

The newest 50 of 230 episodes

A Journey To Jerusalem And The Search For A Deeper Faith

Nov 11, 2026 43 min

Building An $800 Million Lending Business On Trust And Grit

Nov 4, 2026 1 hr 50 min

Walking Away From Easy Money to Build Something Real

Oct 28, 2026 1 hr 35 min

How a 21-Year-Old Gained Decades of Wisdom in a Single Year

Oct 21, 2026 1 hr 29 min

In this episode of Case Studies, Casey sits down with Eli Morgan, a 21-year-old BYU student building an AI business, who took Casey up on an unusual challenge: listen to every episode of the podcast and earn an hour-long sauna session. Eli did more than listen. Across 135 hours, through pneumonia, a leave of absence, and the hardest year of his life, he catalogued every lesson, read a book a week from guest recommendations, and put the principles to work. The result is a rare look at pattern recognition in action. Eli and Casey unpack the ideas that surfaced again and again: massive action, building the rejection muscle, Sunday planning, the seasons of life, giving before you have much, faith, and investing in the goose rather than chasing golden eggs. Casey shares why time has become his scarcest resource, and why the mentors who shape us most may never know our names. It's proof that wisdom compounds. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past pe...

Brent Bohn: Highlight Episode

Oct 13, 2026 1 hr 10 min

In this engaging conversation, Casey Baugh sits down with Brent Bohn, an entrepreneur and leader in the McDonald’s franchise system, to explore his journey of building a high-performing organization rooted in excellence, innovation, and family values. Brent opens up about the lessons he’s learned through decades of leadership, from navigating the challenges of running a business to fostering a culture of growth and opportunity. He shares inspiring stories of elevating team members from entry-level roles to leadership positions, embodying the belief that no dream is out of reach with the right support and determination. Touching on themes of resilience, authenticity, and continuous improvement, Brent reflects on the pivotal moments that shaped his career and personal life, including the importance of vulnerability in leadership and balancing ambition with kindness. His insights are a powerful reminder that success is built not just on results, but on the people you empower along the way. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material informatio...

Why Resources Are Never the Problem, Resourcefulness Is

Oct 7, 2026 13 min

In this episode of Case Studies, Casey goes solo on resourcefulness, a theme he first absorbed from Tony Robbins, who used a rare seventeen minutes on a TED stage to make one point: resources are never the problem, a lack of resourcefulness is. Casey pairs it with Harvard's definition of entrepreneurship, the pursuit of opportunity without regard to resources currently controlled. He shares this in real time, drawn from the largest deal his firm has ever pursued, one that nearly collapsed when the bank backing it withdrew its financing a week before closing. Casey walks through the mindset that got him through it: refusing to quit, choosing to believe hard moments are happening for him rather than to him, and treating every setback as simply another problem to solve. He breaks down why better questions produce better answers, borrowing Robert Kiyosaki's contrast between "I can't afford it" and "how can I afford it," and shows how the constraints from his own financing crisis ultimately won him a far better price. Casey closes with a simple reminder: resourcefulness is a muscle, not a trait, and it only grows through action. Entrepreneurs facing their own resource gaps will find a practical playbook. Hosted on Acast. See acast.com/privacy for more information.

Casey Baugh: Betting on Trajectory Instead of Presentation

Sep 30, 2026 15 min

In this episode of Case Studies, Casey goes solo to unpack what he calls the opportunity muscle, the ability to spot potential that everyone else walks past. Drawing on lessons from his mentor Todd Pedersen and patterns across more than 150 guest conversations, Casey shares the five-part framework he uses to evaluate any opportunity: character, competency, track record, trajectory, and resourcefulness. He explains why he bets on trajectory over presentation every time, and why the best opportunities rarely arrive polished. Casey walks through real examples from his own investing career, including a behavioral health acquisition built on trust rather than a flashy pitch, and an early bet on David Neeleman's Breeze Airways during COVID, when nearly every industry headwind hit at once. He also makes a case for concentration over scattered effort: saying no to good options clears the runway for great ones. Casey closes with four practical questions listeners can answer today to name their single biggest opportunity, find the person who can accelerate it, and take a first step within 24 hours. Entrepreneurs and investors chasing their next big opportunity will leave with a sharper filter for where to spend their time, money, and energy. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot” or “Sandlot Partners”) or any of its affiliates (“Fund”). Any such offer or solic...

How BYU Recruits With Radical Honesty and Accountability in the NIL Era

Sep 23, 2026 1 hr 12 min

In this episode of Case Studies, the conversation with Fesi Sitake continues as BYU's wide receivers coach traces the climb from an $8,000 assistant's salary to the center of one of college football's most talked-about programs. Fesi Sitake walks Casey through the years that shaped his craft: rebuilding a winless Weber State into a playoff team, becoming an offensive coordinator at thirty, and joining Kalani Sitake's staff at BYU through the criticism, the COVID season, and the leap into the Big 12. The heart of the conversation is how he recruits. Fesi explains why he leads with radical honesty and accountability rather than promises, how he reads a player's character beneath the stats, and why culture outlasts NIL money when the two collide. He and Casey dig into loyalty, staying committed to the process without being attached to results, and the belief in yourself that every hard decision demands. This episode is a candid look at building people, not just teams. Leaders, recruiters, and anyone developing talent under pressure will find it essential. Hosted on Acast. See acast.com/privacy for more information.

How Fresh Starts and Faith Rebuilt a Broken Kid Into an All-American

Sep 16, 2026 1 hr 36 min

In part one of this episode, Casey sits down with Fesi Sitake, wide receivers coach at BYU and a rare figure who has spent his entire coaching career without ever leaving Utah. Fesi's story is not just a football story; it is a study in how a person rebuilds themselves. He walks through a childhood shaped by poverty, a home with more than twenty relatives under one roof, the slow loss of his mother to a rare genetic disease, and the quiet mentors who refused to let him disappear. What emerges is a conversation about reinvention. Fesi shares how deliberate fresh starts, a transformative mission, and an All-American career at Southern Utah taught him that joy is a matter of focus, not circumstance. He and Casey explore the culture Kalani Sitake has built at BYU, why loyalty and love outlast pressure, and how leaders stay humble and hungry without letting their past define them. The result is a masterclass in resilience and self-belief. Anyone carrying a hard story who wants to turn it into fuel will find this hour unforgettable. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot” or “Sandlot Partners”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collect...

From Homeless Teen to Turnaround CEO Trusted With Companies in Crisis

Sep 9, 2026 1 hr 12 min

Delyle Bloomquist grew up homeless at times, without food, in a family torn apart by divorce and financial stress. In this episode of Case Studies, he tells Casey how a bishop's quiet decision to enroll him in a mission, and a mission president's insistence he apply to college, redirected the entire trajectory of his life. Delyle unpacks the career that followed: leading turnarounds for global chemical businesses, running Tata's chemical division, and serving as CEO of Rainier Advanced Materials. He explains why equity has to cascade past the C-suite, why crisis reveals who truly runs toward the fire, and why divine providence only shows up after you've done everything within your own power. A conversation about resourcefulness, resilience, and the small acts that quietly change a life. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC ("Sandlot" or "Sandlot Partners") or any of its affiliates ("Fund"). Any such offer or solicitation will be made only by means of each respective Fund's confidential Private Placement Memorandum ("PPM"), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the "Offering Documents"), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achie...

Zack Andersen on Why You Can't Beat Someone Who Simply Refuses to Quit

Sep 2, 2026 1 hr 34 min

Zack Andersen started as a 15-year-old fridge stocker and car detailer, got paid to read books, and turned that habit into a 7-figure career by age 23. Casey sits down with Zack to trace the blueprint behind that transformation, from door-to-door sales to managing teams to a life he once couldn't imagine. Their conversation covers role models, momentum, and the discipline of not quitting when accounts aren't closing and the weather turns cold. Zack's formula: get clear on what you want, find people who've already done it, extract their blueprint, refuse to stop. What emerges is a story less about talent and more about identity, habit, and compounding effort over a decade. A masterclass in the quiet mechanics behind big outcomes. [00:00] Introducing Zack Andersen and Today's the Day [02:27] Wrapping Three Seasons of the Podcast [02:53] An Improbable 18-Year Friendship [03:16] Meeting at the Dunns' House [06:24] Casey's Own God Moments with Alex [15:16] Why This Story Deserves a Scientific Breakdown [18:31] The Porsche, the Books, and the Hook [22:00] Chaos as Fuel, Not Excuse [27:09] The $100 Book Habit Explained [31:38] Tasting Success on a Vegas Flight [38:29] The Brutal First Summer Selling [42:24] Locked Out in Spain, Told No [48:08] You Can't Beat Someone Who Won't Quit [1:02:04] The Blueprint: Clarity, Examples, Never Quit [1:31:40] Zack's Future Top Ten Dreams The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investmen...

How AI Erased My Biggest Skill Gaps in One Year

Aug 26, 2026 17 min

Casey goes solo in this episode of Case Studies to talk about the tool that has quietly rewritten how he leads, invests, and communicates: artificial intelligence. Casey has always leaned on soft skills, people, strategy, hard work, while depending on others to fill the gaps in hard skills like finance, accounting, and writing. Over the past year that dependency has disappeared. He walks through real examples from his own life: rebuilding class presentations for his course, restructuring his family office's balance sheet, sharpening his writing despite a lifelong struggle with it, and gaining access to expert-level advice on demand. The throughline is pattern recognition, a concept Casey borrows from Tony Robbins, and how AI accelerates the process of identifying, copying, and eventually creating your own patterns of success. [00:00] The AI Arms Race Nobody Can Ignore [01:21] Hard Skills Versus Soft Skills [02:20] Henry Ford And Commoditized Expertise [03:20] Rebuilding My BYU Class Deck [05:33] Family Office Strategy At Home [06:40] Sensitivity Analysis On Sensitive Decisions [07:41] Learning Accounting Without An Accounting Degree [08:50] Banking Relationships Reimagined With AI [09:40] Repositioning Our Balance Sheet [10:10] Becoming A Ten Times Better Partner [10:30] Writing As A New Strength [12:00] Tony Robbins And Pattern Recognition [13:00] Fewer People, More Productivity [14:20] The Greatest Year To Be Alive The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation o...

Casey Baugh: Selling, Suffering, and the Discipline Behind a Life Worth Building (Part Two)

Aug 19, 2026 57 min

In this episode of Case Studies, Casey turns the microphone around and becomes the subject, sitting down with Dan Snow to unpack the lessons behind a life built on discipline, learning, and quiet compounding. From selling satellite systems in Des Moines to losing everything he'd earned in a single month, Casey traces the moments that shaped his belief in economic self-reliance and lifelong education, formal or otherwise. The conversation moves through Casey's investment philosophy at Sandlot Partners, his take on specialization over well-roundedness, and the deals that taught him to bet on track record and trajectory. It closes on something deeper: faith, marriage, and the deliberate work behind a 22-year partnership with Chelsea Baugh. This is a conversation about growth as identity, not achievement. Entrepreneurs and leaders will walk away rethinking what it actually takes to build something, and someone, worth keeping. [00:00] Growing Together Or Growing Apart [00:55] Education Versus Hustle [02:45] Teaching Entrepreneurship At BYU [04:05] Dropping Out To Sell [06:00] The Dignity Of Self-Reliance [08:36] Losing It All In 2008 [10:58] Committing To Lifelong Learning [12:55] The Accounting Insecurity [15:25] Strengths Over Well-Rounded [17:52] Coach Pope And Trajectory [21:28] What Makes A Great Founder [26:00] Character Versus Competency [28:00] Life Happening For You [41:53] Faith On The Periphery [47:22] What He Loves About Chelsea Baugh The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to...

Casey Baugh: Why Success Is Messy and Progress Equals Happiness

Aug 12, 2026 52 min

In this episode of Case Studies, the tables turn. Casey sits in the guest chair for the first time in 150 episodes, interviewed by his friend, Dan Snow. Casey opens up about building equity in Vivint before its sale to Blackstone at age 27, his late-in-life ADHD diagnosis, and the morning rituals, cold plunges, and Harvard executive education that keep him grounded. The conversation moves through faith, fatherhood, and the myth of the overnight success. Drawing on lessons from 150 interviews, Casey argues that success is never linear; it's messy, and that's what makes it human. He reflects on money as a magnifier, the difference between character and competency, and why progress, not comfort, equals happiness. Casey also speaks candidly about his marriage to Chelsea Baugh, twenty-two years of deliberate work behind a partnership that looks effortless from the outside. It's an unusually personal conversation about identity, discipline, and what it actually takes to build a life worth admiring. [00:00] Money as a Magnifier [01:22] Turning the Mirror on Casey [02:25] Why He Asks About Childhood [03:46] Discovering His ADHD [06:21] Dropping the H-Bomb [07:56] From Door-to-Door to Financial Independence [09:58] Early Wins That Built Confidence [15:00] Building the Morning Rituals [16:15] Cold Plunge as Courage Practice [20:41] Success Is Never Linear [32:23] Getting Hit in the Eye [38:30] Circle of Control vs. Concern [44:27] Advice for a Newly Rich 27-Year-Old The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not const...

Chelsea Baugh: On Spiritual Nudges, Business School, and Leading With Purpose

Aug 5, 2026 55 min

Chelsea Baugh returns for her third conversation on Case Studies, this time as a recent BYU MBA graduate, mother of five, and the one running the Baugh Family Foundation and family office. In this episode of Case Studies, Chelsea traces the winding path that led her back to school at forty, from a spiritual nudge to write scripture study posts, to a rejected application, to an unexpected pivot into business. She talks candidly about imposter syndrome, rewriting her own story, and why motherhood may be the best leadership training there is. The conversation turns to marriage, twenty-one years of it, and the quiet discipline of staying close through disruption. Chelsea also shares the vision behind Sandlot Impact, the new philanthropic arm she's building inside Sandlot Partners. A conversation about growth, identity, and the courage to jump into the unknown. [00:00] Three Years of Case Studies [00:42] Coming Out of the MBA Fog [03:24] The Spiritual Nudge Toward Growth [06:20] Nicole's Nudge and a Dissertation [08:32] Rejected, Then a New Challenge [11:31] Calling Chad, Chasing Near Eastern Studies [13:33] Pivoting to the MBA [15:22] Rewriting Her Own Story [19:06] BYU, Mike Drake, and a Changed Brain [22:20] Confidence Two Years Later [24:11] Turning 41 and the Puzzle Coming Together [28:36] Twenty-One Years of Marriage [41:08] Twenty-One Years of Motherhood [45:26] Building Sandlot Impact [51:17] The iHub Fellowship and Corbin's Gift The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or...

Todd Miller: His Mindset Behind Creating A Championship Culture

Jul 29, 2026 1 hr 19 min

In this week's episode, Casey sits down with Todd Miller, longtime BYU Golf coach, mentor, and son of golf legend Johnny Miller, for a conversation about leadership, faith, mentorship, and the principles that shape championship culture. Todd shares the lessons passed down through generations of his family, the mindset that has guided his life and career, and why developing people will always matter more than developing players. From growing up alongside one of golf's greatest champions to coaching All-Americans and PGA Tour professionals, Todd reflects on the importance of character, conviction, and creating an environment where people can reach their full potential. Together, Casey and Todd explore what separates great competitors from great leaders, the power of authentic mentorship, and why success is ultimately measured by the lives you influence, not the trophies you collect. [00:00] No success can compensate for failure at home [00:25] Welcome back to Case Studies [00:59] Coming to golf later in life [02:55] Growing up a Miller in golf's shadow [04:33] Time with Dad after the tour [06:00] Grandpa Miller building champions [08:46] Four brothers, four All-Americans [16:26] BYU golf as a family forever [20:30] Faith in the Miller household [34:23] Choosing a mission over golf [44:47] Building a coaching career on conviction [57:03] Twenty years building BYU golf [1:07:00] Caddying Carson's eagle at the US Am [1:12:56] The future of BYU golf The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer...

Brian Murphy: Turning Broken Deals Into Billion-Dollar Structures

Jul 22, 2026 1 hr 41 min

Brian Murphy spent thirty years building Portfolio Advisors from a bare office with no furniture into a firm that raised roughly $90 billion and delivered an 18.4% compounded return to its clients. In this episode of Case Studies, Brian sits down with Casey to trace that arc, from selling bootleg fireworks as a kid to restructuring a broken $395 million portfolio at twenty-nine years old, and ultimately building one of the most creative fund structures in private equity. The conversation moves well beyond deal mechanics. Brian unpacks the mindset behind solving problems no one else would touch, the discipline of building partnerships instead of hierarchies, and why he and his wife, Louise, chose to fund college educations for the children of their employees rather than keep more for themselves. [00:00] Introducing Brian Murphy [02:15] Childhood hustles and mopeds [05:35] Born with the entrepreneurial bug [13:26] Painting crews and street credit [20:36] Landing at Columbia Business School [25:04] Restructuring, Blackstone, and Gibson Greetings [33:21] Founding Portfolio Advisors [43:09] Ninety billion and an 18.4% return [45:33] Sharing equity with employees [52:00] The scholarship gift to staff [1:13:31] The Murphy family bank [1:29:56] Lessons from every market crash The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such...

Adam Edmunds: Why High Performers Secretly Struggle With Feeling Enough

Jul 15, 2026 1 hr 21 min

In this episode of Case Studies, Casey sits down with Adam Edmunds, CEO of Entrata and former executive behind companies like Podium, Allegiance, and SilentWhistle, for an honest conversation about ambition, identity, and the emotional weight that often comes with high performance. Adam opens up about the hidden struggle behind outward success; building and selling companies, chasing relevance, and quietly battling depression while leading at the highest levels of Utah tech. He reflects on the pressure to prove himself, the danger of tying self-worth to achievement, and the wake up call that forced him to reevaluate everything from leadership to relationships to personal fulfillment. The conversation explores entrepreneurship, product-market fit, burnout, divorce, fatherhood, reinvention, and what it means to build a life rooted in gratitude instead of validation. Adam also shares lessons from scaling Entrata into one of the most important software companies in the country and why creating meaningful impact now matters more to him than titles or recognition. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (c...

David Butler: Why Every Culture on Earth Points Back to God

Jul 8, 2026 1 hr 28 min

In this episode of Case Studies, Casey sits down again with David Butler, a teacher of world religions and guide of immersive faith based trips, for the second installment of their four part series. The discussion moves from the Maasai tribes of Tanzania to a mosque in Turkey to the streets of first century Jerusalem, tracing a consistent idea. Across every culture, language, and tradition, people are reaching for the same thing. David unpacks why grace only exists in a messy world, why failure is often the doorway rather than the disqualifier, and why Jesus's ministry ran on a kind of inefficiency that modern leaders are trained to avoid: one-on-one presence over scale. For founders and leaders who default to optimization, this is a case for slowing down, sitting with the outlier, and finding meaning in what looks unproductive. David also shares how to join him on a future Jerusalem trip. This episode is for anyone rethinking how faith, leadership, and human connection intersect, especially those wrestling with how ambition and presence coexist. Connect with David on Instagram at @mrdavebutler, or sign up to be notified about upcoming trips here Hosted on Acast. See acast.com/privacy for more information.

Jeanette Bennett: Highlight Episode

Jul 5, 2026 1 hr 38 min

In this episode of Case Studies, Casey sits down with Jeanette Bennett – award-winning journalist, founder of Utah Valley Magazine, and now a rising leader in commercial real estate; for a compelling conversation about reinvention, resilience, and the power of quiet ambition. Jeanette opens up about her early days growing up in Idaho, her fierce internal drive that led her to become valedictorian, and how motherhood sparked the entrepreneurial fire that would define her career. With no outside funding, she sold her home to launch her first magazine; a move that would go on to shape the voice of Utah’s business community for over two decades. They explore the realities of building a company from scratch, navigating gender dynamics in leadership, and what it looks like to gracefully transition into a new chapter of influence and impact. Through it all, Jeanette reflects on listening as a superpower, the art of celebrating others, and the quiet strength it takes to lead with both confidence and humility. This conversation is packed with insight for anyone building a business, a life, or both. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents,...

David Butler: Faith, the Cosmos, and the Road to Jerusalem

Jul 1, 2026 1 hr 31 min

In this episode of Case Studies, Casey welcomes back David Butler for the first of a four-part series exploring faith ahead of a group pilgrimage to Jerusalem. David, who leads pilgrimage experiences to the Holy Land, joins Casey to unpack what it means to know God more deeply, starting with creation itself. The conversation moves from a desert night in the Sahara staring through a telescope at two billion solar systems, to the story of Job being pointed toward the stars, to why scripture's purpose isn't a history lesson but a portrait of God's character. David and Casey talk about the strange comfort of feeling small against something vast, why the wealthy and powerful become less accessible while God becomes more so, and how a friend's grief after unexpected loss became an unexpected testimony of connection beyond death. They also get personal, about the pull toward something bigger than daily life, the discipline of belief that lets you actually move forward instead of staying stuck in fear, and what it's like walking through the literal places where these ancient stories happened. David closes by sharing how listeners can put together their own custom trip to experience it firsthand. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confid...

Doug Cartwright: Stage 4 Brain Cancer and the Power of Hope

Jun 24, 2026 56 min

In this episode of Case Studies, Casey sits back down with Doug Cartwright; entrepreneur, author, speaker, and longtime friend; for one of the most personal and powerful conversations ever shared on the show. After being diagnosed with stage 4 glioblastoma, an aggressive and incurable form of brain cancer, Doug opens up about the months leading to his diagnosis, the emotional weight of confronting mortality, and the perspective shift that followed. Together, they explore faith, friendship, resilience, and the surprising gifts that can emerge from life’s most difficult challenges. Doug shares how his relationship with God has deepened, why relationships have become his highest priority, and how a renewed sense of urgency has sharpened his appreciation for everyday moments. He also discusses the cutting edge treatment options he is pursuing, including a groundbreaking CAR-T clinical trial at the University of Pennsylvania, and the resourcefulness required to keep fighting when the odds are stacked against him. To support Doug’s treatment, medical expenses, and clinical trial journey, you can donate here: gofund.me/0ef9a2dae The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnersh...

Taylor Randall: Highlight Episode

Jun 21, 2026 1 hr 10 min

In this episode of Case Studies, Casey sits down with Taylor Randall, the 17th president of the University of Utah and former dean of the David Eccles School of Business. With a background as a distinguished economist and academic leader, Taylor brings deep insight into what it takes to lead major institutions through growth, innovation, and cultural transformation. He shares the leadership principles that guided his decade-long transformation of the Eccles School into a nationally recognized and fast growing business program, and discusses how those same values now shape his presidency at the University of Utah. The conversation explores how to build momentum in complex systems, why fast decision making matters, and how to lead with both humility and urgency in high stakes environments. Casey and Taylor unpack topics ranging from academic innovation and public university strategy to entrepreneurship, economics, and the future of higher education. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersed...

Heather & Don Van Boerum: How Losing Everything Taught Us What We Had

Jun 17, 2026 1 hr 27 min

In this episode of Case Studies, Casey sits down with Heather and Don Van Boerum — a Utah couple whose ordinary trip to Costco became a moment that divided their lives into before and after — for an honest conversation about trauma, faith, marriage, and what it means to find joy on the other side of the unthinkable. Heather opens up about losing both legs below the knee in a parking lot accident just days before Christmas, navigating 14-plus hours of surgery, and the quiet spiritual premonition she'd had only a week before it happened. Don, a trauma surgeon who has spent his career walking into the worst moments of strangers' lives, reflects on what it was like to jump into the back of an ambulance and realize it was his wife — and the dark night he spent wandering back to the Costco parking lot wondering if they'd made the wrong call. This episode is a powerful listen for anyone navigating hardship, anyone who's ever questioned whether faith holds up under real pressure, and anyone who needs a reminder that the richest lives are rarely the ones that went according to plan. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operat...

Dan Snow: Highlight Episode

Jun 14, 2026 1 hr 45 min

In this episode of Case Studies, Casey sits down with Dan Snow, Berkeley PhD and Harvard Business School professor turned BYU educator; for a thoughtful conversation on identity, reinvention, and choosing a life of deep purpose over conventional success. Dan shares his journey from the factory floors of Ford to the lecture halls of Harvard, and why he ultimately walked away from the elite academic path to teach and mentor at BYU. With rare humility and clarity, he unpacks the quiet courage it takes to start over, the challenges of being “the outsider,” and what it means to build a life that actually aligns with your values. They explore leadership, legacy, and how the most meaningful growth often comes from embracing discomfort. Whether it’s navigating faith in unfamiliar environments or making high stakes career pivots, Dan’s story is a powerful reminder that status isn’t the goal, impact is. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance...

Casey Baugh: The Million-Dollar Investment Most People Ignore”

Jun 10, 2026 15 min

In this solo episode of Case Studies, Casey explores one of the most influential principles of his life: keeping learning ahead of earning. Drawing from more than two decades of intentional self-education and over a million dollars invested in personal development, he shares why the greatest asset anyone can build is their own ability to create value. Casey reflects on the mentors, books, seminars, and experiences that shaped his career, from early lessons in sales and leadership to executive education at Harvard Business School and transformational experiences with Tony Robbins. Along the way, he unpacks the concept of human life value, the power of Kaizen and continuous improvement, and why the habit of learning matters far more than any individual investment. Casey challenges listeners to think differently about personal growth and success. He makes the case that the highest-return investment is rarely a stock, a business, or a market opportunity; it’s the commitment to continuously develop new skills, expand knowledge, and increase your ability to create value. For entrepreneurs, leaders, and high performers, this episode offers a practical framework for building a life of momentum, opportunity, and long-term fulfillment through intentional learning. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or...

Chris Crittenden: Highlight Episode

Jun 7, 2026 1 hr 20 min

In this episode, Casey sits down with Chris Crittenden, entrepreneur, educator, and co-founder of Sandbox, for a conversation on courage, innovation, and rethinking what education should be. From selling a startup to Walmart to leading at BYU and now building Sandbox into a movement across multiple universities, Chris shares why closing doors and going deep often leads to the greatest returns. He and Casey explore the flaws of traditional higher education, the trap of chasing prestige, and the power of learning by doing. Chris outlines how Sandbox is equipping students to launch real companies while reshaping themselves in the process. Their discussion dives into resilience, resourcefulness, and why the greatest opportunities often lie off the beaten path. This episode is both a critique of the old system and a vision for a new one, where students learn through building, failure is embraced as part of the process, and desire becomes the ultimate differentiator. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and...

Mel Torrie: The 25-Year Overnight Success Behind Autonomous Robotics

Jun 3, 2026 1 hr 0 min

In this episode of Case Studies, Casey sits down with Mel Torrie, founder and CEO of Autonomous Solutions, for a remarkable conversation on entrepreneurship, faith, resilience, and building one of the world’s leading autonomous robotics companies from the ground up. Raised on a farm in Canada as the oldest of nine children, Mel shares how long days driving tractors inspired a vision that would eventually lead him to pioneer autonomous technology across agriculture, mining, construction, and logistics. What began as a university research project at Utah State evolved into a 25 year journey filled with setbacks, near-bankruptcies, massive technological breakthroughs, and partnerships with companies like John Deere and SoftBank. Mel opens up about the painful lessons that shaped his leadership style, why he rejected fear based leadership culture, and how humility became the foundation of his company’s success. He also shares the deeply personal story of losing his son during one of the darkest seasons of his business career, and how faith carried him through unimaginable adversity. This episode is a powerful masterclass on endurance, optimism, leadership, and believing in a future no one else can yet see. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respectiv...

Matt Mathison: Highlight Episode

May 31, 2026 1 hr 7 min

In this episode, Casey sits down with entrepreneur and investor Matt Mathison to explore how truth, resilience, and purpose define what it really means to thrive. From Wall Street highs to a public collapse, Matt shares how radical transparency, discipline, and faith shaped his comeback and his creation of Allevio, a healthcare platform designed to “empower healing anywhere.” He unpacks the Thrive Playbook — a practical framework of market tailwinds, operational systems, and maniacal cashflow discipline — showing how great leaders and businesses thrive by aligning people, purpose, and profit. Matt’s story reveals that thriving isn’t about avoiding pain, but transforming it into clarity and action. For entrepreneurs and high performers, this episode delivers raw lessons on leadership, marriage, and mindset — from rebuilding after loss to creating daily rhythms that keep priorities straight. Through it all, Matt models how truth and love, in business and life, create the foundation for lasting success. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain mater...

Jimmy Rex: The Hidden Formula Behind Networking, Wealth, and Fulfillment

May 27, 2026 1 hr 31 min

In this episode of Case Studies, Casey sits down with entrepreneur, investor, podcast host, and We Are The They founder Jimmy Rex for a candid conversation about reinvention, resilience, and the power of meaningful community. Jimmy reflects on the highs and lows that shaped his journey, from losing money in failed ventures during his early twenties to becoming one of Utah’s top real estate agents and selling around 3,000 homes. He shares the mindset shifts that helped him survive the 2008 housing crash, why taking action matters more than avoiding failure, and how relentless self-investment transformed every area of his life. Casey and Jimmy also dive into the loneliness many men quietly experience, the importance of vulnerability, and how We Are The They became a powerful brotherhood designed to help men build deeper friendships, stronger self-awareness, and more purposeful lives. Throughout the conversation, Jimmy opens up about wealth, networking, mentorship, and why the greatest investment anyone can make is becoming the asset themselves. This episode is packed with hard-earned lessons for entrepreneurs, leaders, and anyone searching for more connection, clarity, and fulfillment. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidenti...

David Butler: Highlight Episode

May 24, 2026 1 hr 42 min

In this episode of Case Studies, Casey sits down with David Butler, teacher, author, and tour leader, for a thoughtful conversation on faith, imagination, and what it means to believe in a God bigger than we often dare to picture. David shares his story of growing up in Texas, teaching seminary and institute, and navigating a faith journey shaped by encounters with world religions, moments of doubt, and unexpected experiences in places like China and Rome that reshaped his view of God’s reach. He reflects on why the opposite of faith is not doubt but false certainty, and how embracing questions can actually deepen trust. Together, they explore themes of sin and repentance through fresh lenses, the importance of language in shaping our spiritual lives, and why patience, curiosity, and humility matter in both leadership and discipleship. David also opens up about leading “holy envy” tours, posting weekly reflections that serve as “church” for many, and walking through personal loss while holding onto hope. This conversation is an invitation to entrepreneurs, leaders, and seekers alike to expand their perspective, embrace the tension of growth, and live with more wonder, courage, and compassion. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s c...

Mark Durham: Revitalizing Cities, Building Businesses, and a Life of Quiet Persistence

May 20, 2026 50 min

In this episode of Case Studies, Casey sits down with entrepreneur, philanthropist, and community builder Mark Durham for a powerful conversation on persistence, faith, leadership, and creating meaningful impact over a lifetime. Mark shares the journey from winning state debate championships and pursuing art on a scholarship at the University of Utah, to building and selling successful businesses, leading a mission in Tokyo, and eventually launching initiatives that are transforming cities across Utah. Through stories of entrepreneurship, painful setbacks, grit-filled seasons of debt, and moments of spiritual clarity, Mark reveals how faith quietly shaped every major decision in his life. Casey and Mark explore what it means to build businesses with strong culture, why persistence matters more than talent, and how true leadership comes from empowering great people. They also dive into the vision behind My Hometown and City Strong Foundation, organizations focused on revitalizing communities through education, service, housing, and neighborhood transformation. This episode is a masterclass on long-term thinking, stewardship, and the compounding power of consistent service over time. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential...

Jeff Mendez: Highlight Episode

May 17, 2026 1 hr 42 min

In this episode of Case Studies, Casey sits down with Jeff Mendez, a builder, leader, and operator who led a 5,000-person sales force and helped generate over $2 Billion in commissions. His track record has made him one of the most respected operators in the door-to-door industry. Jeff reflects on his early life in Puerto Rico and the Dominican Republic, sharing how his father’s bold conversion story and a childhood shaped by grit and cultural pride gave him a lasting sense of identity. He walks through his corporate start at Walmart, the discovery that entrepreneurship was his true path, and the moment he chose conviction over comfort. That choice launched an 18-year run at the center of Vivint’s rise. With sharp insight and zero pretense, Jeff breaks down the principles behind his success: operational excellence, relentless value creation, and why energy, not capital, is the true currency of entrepreneurship. This is a conversation for builders, leaders, and anyone ready to stop playing small and start building something real. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Doc...

Chris Lee: Why Hitting Rock Bottom Made Him a More Impactful Entrepreneur

May 13, 2026 1 hr 14 min

In this episode of Case Studies, Casey sits down with Chris Lee; entrepreneur, investor, and founder of Next Level Pros - for a conversation about resilience, reinvention, family, and the lessons that only come from taking big swings in life and business. Chris opens up about the early ambition that drove him into entrepreneurship, the painful collapse of his first company, filing bankruptcy, and discovering that rock bottom was not nearly as devastating as he once feared. He shares hard-earned lessons on partnerships, leadership, culture, and why belief is often the greatest competitive advantage an entrepreneur can have. Casey and Chris also dive into fatherhood, criticism, faith, personal growth, and the tension between building something meaningful and slowing down enough to enjoy life. From raising five kids to building businesses, hobby farming, and mentoring entrepreneurs, Chris reflects on the deeper purpose behind success and the responsibility leaders have to truly impact people. This episode is packed with insight for entrepreneurs, builders, and anyone learning how to navigate failure without losing belief in themselves. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Par...

James Clarke: Highlight Episode

May 10, 2026 1 hr 33 min

In this episode of Case Studies, Casey sits down with James Clarke - founder of Clearlink and managing partner at Clarke Capital - for an intimate look into the hard-won lessons behind a life of entrepreneurship, stewardship, and service. From his roots as a farm kid in Rexburg, Idaho to helming billion-dollar exits, James opens up about the foundational values instilled in him by family, mentors, and faith. He shares what it really means to lead with “labor and honor,” the ethos he now passes on to his children. Through raw reflections on early failures, pivotal pivots, and defining moments - including a highly publicized company controversy - James offers powerful insights on integrity, resilience, and staying the course. Casey and James explore themes of earned success, navigating public scrutiny, the difference between operators and investors, and why meaningful relationships matter more than ever in business. This is a thoughtful and inspiring episode for anyone building something that matters. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain materi...

Kip Sheppard: From Zero to 35,000 Units in Affordable Housing

May 6, 2026 1 hr 15 min

In this episode of Case Studies, Casey sits down with Kip Sheppard, a leader in affordable housing development whose career spans more than three decades and over 35,000 units built nationwide. What begins as a conversation about Kip’s early life and church mission experience in Germany quickly evolves into a masterclass on discipline, resilience, and long-term value creation. Kip shares how foundational experiences like athletics, faith, and his time as an accountant shaped his approach to business, teaching him that mastering the language of business is essential to building anything meaningful. He reflects on pivotal relationships with mentors and the defining partnership with Dell Loy Hansen, which ultimately launched a career built on innovation within the low income housing tax credit space. Casey and Kip explore lessons from navigating the 2008 financial crisis, the power of attention to detail, and why consistency, integrity, and showing up on time remain the ultimate competitive advantages. At its core, this episode is about building more than real estate; it is about building a life centered on family, purpose, and lasting impact. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Lim...

Nate Randle: Highlight Episode

May 3, 2026 1 hr 24 min

In this episode of Case Studies, Casey sits down with Nate Randle, CEO of Gabb and former executive at Nike, Vivint, Qualtrics, and the Utah Jazz, to unpack a lifetime of lessons in resilience, leadership, and personal growth. From navigating childhood adversity to steering major brands through crisis, Nate shares how his experiences shaped his leadership philosophy and deepened his commitment to supporting others. They discuss his journey from Nike Golf to running a high-growth company, the importance of authenticity in leadership, and the power of relationships in business. Nate also opens up about overcoming personal hardships, including a powerful story of forgiveness that changed his life. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of pri...

Spencer Cook: Turning Desperation Into a Multimillion Dollar VR Breakthrough

Apr 29, 2026 1 hr 13 min

In this episode of Case Studies, Casey sits down with Spencer Cook, co-founder of Continuum and creator of the breakout VR game UG, for a candid conversation on resilience, risk, and the long road to meaningful success in the virtual reality gaming industry. Spencer shares the six-year journey behind building UG into one of the top-performing titles on MetaQuest, unpacking the lessons learned through failed VR games, missed payroll, and the pressure of leading a startup through uncertainty. From experimenting with augmented reality and VR development to finally achieving product market fit in the gaming space, his story highlights what it really takes to build a successful VR game and scale a business in an emerging market. Together, Spencer and Casey explore entrepreneurship, leadership under pressure, and the mindset required to fail forward. They also dive into VR game design, monetization strategy, and how community-driven gameplay helped UG become a breakout success. This episode is a must-listen for entrepreneurs, founders, and anyone interested in VR gaming, startups, and building something meaningful through persistence and smart pivots. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”)...

Justin Juntunen: Highlight Episode

Apr 26, 2026 1 hr 6 min

In this episode of Case Studies, Casey sits down with Justin Juntunen - founder of Cedar and Stone Sauna - to explore why the ancient practice of sauna bathing is finding new life in the heart of modern wellness. What starts as a conversation about custom craftsmanship and cardiovascular benefits quickly unfolds into something deeper: a dialogue on slowing down, creating meaning, and pursuing a business with soul. Justin shares his journey from building saunas with his grandfather in Minnesota to leading a company that crafts world-class sauna experiences, from private homes to luxury resorts. More than just heat and steam, his mission is about reconnecting people to their bodies, their breath, and each other. Together, they unpack the science, cultural traditions, and spiritual rituals behind the sauna movement, and why it's resonating with high performers and families alike. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative...

Seth Jenson: From Oxford to UVU, Designing the Future of Entrepreneurship

Apr 22, 2026 1 hr 21 min

In this episode of Case Studies, Casey sits down with Seth Jenson, Executive Director of the Baugh Entrepreneurship Institute at UVU, to explore what it really takes to build a world-class program from the ground up. Fresh off a PhD at Oxford and a global study of elite innovation ecosystems, Seth shares how he was given a blank canvas to reimagine entrepreneurship education and why outcomes, not optics, became his north star. Together, they unpack the power of experiential learning, the importance of industry-specific pathways, and how UVU is helping students graduate not just with degrees, but with revenue-generating businesses. Seth also breaks down the mindset shift required to see entrepreneurship as a skillset, not a title, and why resourcefulness is the ultimate advantage. The conversation expands into the future of higher education, the disruptive force of AI, and what institutions must do to stay relevant in a rapidly changing world. For entrepreneurs, builders, and leaders, this episode offers a compelling look at how the next generation is being equipped to create value at scale. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents,...

Stephen M.R. Covey: Highlight Episode

Apr 19, 2026 1 hr 44 min

In this episode of Case Studies, Casey is joined by Stephen M.R. Covey; bestselling author of The Speed of Trust and one of today’s most respected thinkers on leadership and credibility. Together, they explore the one leadership trait that multiplies everything it touches; and the silent killer when it’s missing: trust. Stephen reveals why trust isn’t just a soft skill, but the core of every high-performing team and thriving organization. He breaks down his legendary Four Cores of Credibility; integrity, intent, capabilities, and results; and shows how this framework can diagnose and transform relationships, leadership effectiveness, and organizational culture. From elite sports to billion-dollar businesses to moments of parenting and personal growth, Stephen and Casey unpack how trust scales performance, attracts talent, and builds enduring influence. They also dive deep into stories from Stephen’s upbringing as the son of Stephen R. Covey; giving a behind-the-scenes look at the principles that shaped a global legacy. If you lead, influence, or build; this conversation will challenge and elevate how you think about the most underestimated force in leadership. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Mem...

Brigham Taylor: From No Clear Path to Shaping Some of Hollywood’s Biggest Films

Apr 15, 2026 1 hr 30 min

In this episode of Case Studies, Casey sits down with Brigham Taylor, longtime Disney film executive and producer behind iconic films like Pirates of the Caribbean, Tron Legacy, and The Jungle Book, for a thoughtful conversation on building a career without a clear roadmap. Brigham shares how an uncertain start at BYU, paired with a deep love for film, led him to pursue opportunities others might overlook. Through early scrappy work, curiosity, and a willingness to stay close to the action, he found himself inside Disney, learning the business from the ground up and eventually helping shape some of the most successful films of a generation. Casey and Brigham explore the role of timing, trust, and relationships in career growth, and why being prepared matters more than having a perfect plan. They also reflect on the mindset required to navigate high-stakes creative environments and evolve beyond a single chapter of success. This episode is a powerful lesson in embracing the unknown and building something meaningful over time. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documen...

Jason Van Camp: Highlight Episode

Apr 12, 2026 40 min

In this episode of Case Studies, Casey sits down with Jason Van Camp - West Point graduate, Army Ranger, Green Beret, and founder of Warrior Rising - for an unforgettable deep dive into resilience, leadership, and building a life of purpose through discomfort. Jason shares his journey from a football scholarship at West Point to the front lines of Iraq, revealing what it takes to endure the most elite military training in the world, and how those lessons translate far beyond the battlefield. From Ranger School to Special Forces selection, Jason unpacks the physical and emotional challenges that tested his resolve, the power of expectation management, and the surprising leadership truths he learned in combat. They explore how to lead under pressure, why discomfort is essential for growth, and what it really means to earn trust. Jason also opens up about life after the military, managing health challenges, and how service to others gave him new purpose through Warrior Rising. This episode is a masterclass for entrepreneurs, leaders, and anyone striving to operate with more grit, loyalty, and conviction. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription...

Ty Williams: Why the Best Leaders Never Stop Recreating Themselves

Apr 8, 2026 1 hr 34 min

In this episode of Case Studies, Casey sits back down with Ty Williams, senior executive at Sunrun and one of the most respected leaders in the direct sales industry, for a deeper, more evolved conversation on leadership, reinvention, and staying relevant in a rapidly changing world. Ty shares how his thinking has sharpened through new challenges at scale, from navigating executive leadership to preparing for massive shifts in technology, energy, and the workforce. He introduces the idea of “sales craft” as something far greater than performance, a framework for life built on adaptability, judgment, and continuous growth. Together, he and Casey explore why comfort is often the biggest threat to long term success, how great leaders consistently recreate themselves, and what it means to operate with urgency in moments that truly matter. Ty also opens up about his obsession with optionality, his fear of stagnation, and the internal standard of always “impressing yourself.” This episode targets entrepreneurs and leaders who want to evolve with intention, embrace change, and refuse to settle at any stage of the journey. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement...

Stan Ricks: Highlight Episode

Apr 5, 2026 27 min

Casey Baugh sits down with investor and serial entrepreneur Stan Ricks to unpack a lifetime of hard-won wisdom. From navigating the 2008 housing crash to hitchhiking across Africa, Stan’s story is a masterclass in resilience, risk-taking, and long-term thinking. Learn how integrity, relationships, and adaptability built a career that thrived through multiple economic cycles. Stan offers real-world insights into investing, entrepreneurship, and what it takes to lead through chaos with courage and clarity. Whether you’re an aspiring entrepreneur, seasoned investor, or simply navigating uncertain times—this episode delivers. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be qu...

Lynn Perry: Turning Obsession With Excellence Into a $130M+ Annual Business

Mar 31, 2026 1 hr 47 min

In this episode of Case Studies, Casey sits down with Lynn Perry, founder of Central Milling, for a deeply meaningful conversation on excellence, faith, and building a business that truly serves people. Lynn shares how a simple idea rooted in chemical-free farming evolved into a nine-figure organic flour business over four decades, but what stands out is not the scale, it's the intention behind it. From obsessing over product quality to creating flour tailored for world-class bakers, Lynn reveals how a commitment to craftsmanship turned a commodity into something extraordinary. The conversation takes a powerful turn as Lynn reflects on a life-changing experience with his daughter that reshaped his perspective on leadership, service, and purpose. That mindset ultimately influenced one of his proudest decisions, implementing an ESOP that created life changing wealth for employees across the company. This episode is for leaders and entrepreneurs on building with heart, leading with principle, and proving that true success comes from creating value far beyond yourself. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative docum...

Bonnie H. Cordon: Highlight Episode

Mar 29, 2026 31 min

In this episode of Case Studies, Casey sits down with Bonnie Cordon - former General Young Women President, current president of Southern Virginia University, and a lifelong champion of potential - for a deeply moving conversation about faith, leadership, and the life-changing impact of simple belief. Bonnie shares the formative experiences of her childhood in Idaho Falls, where lessons in responsibility and resilience were woven into farm chores and family life. She reflects on pivotal moments - from a life-altering interaction with Elder L. Tom Perry to navigating unexpected career opportunities at Oracle - that taught her the transformative power of showing up for others. Together, Casey and Bonnie explore how small acts of kindness, persistence, and seeing the best in people can ripple through generations. This inspiring conversation is packed with wisdom for entrepreneurs, leaders, and high performers seeking to build a legacy of influence rooted not in titles, but in genuine connection, service, and faith. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which c...

Shauna Smith: The Operator Behind Savory’s Billion-Dollar Vision

Mar 25, 2026 1 hr 18 min

In this episode of Case Studies, Casey sits down with Shauna Smith, co-founder and powerhouse operator behind Savory Fund, for a deeply personal and insightful conversation on resilience, leadership, and building something meaningful from the ground up. Shauna shares her journey from a challenging childhood in the South to becoming a central force in scaling over 50 Kneaders Bakery locations and helping build one of the most respected restaurant investment platforms in the country. Along the way, she opens up about stepping into responsibility at a young age, navigating family adversity, and how those early experiences shaped her grit and perspective. Together, she and Casey explore what it really takes to operate at a high level, from executing vision and building teams to making hard decisions and learning from failure. Shauna also reflects on her role in growing brands like Swig and Mo’ Bettahs, her “no A-hole policy,” and why culture and character matter more than anything in business. This episode is a masterclass for leaders and entrepreneurs on ownership, humility, and the power of doing hard things well. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, S...

Corinne Stokoe: Highlight Episode

Mar 22, 2026 31 min

In this episode of Case Studies, Casey sits down with Corinne Stokoe, founder of Mint Arrow and a trailblazer in the influencer marketing space. Corinne shares her unconventional path from competitive pianist to entrepreneur, revealing how discipline, faith, and adaptability shaped her journey. She dives into the early days of blogging, the evolution of digital marketing, and how she built one of the most successful affiliate-driven businesses in the industry. Casey and Corinne discuss the power of personal connection in a world dominated by AI, the realities of running a personal brand, and the importance of knowing when to pivot. Corinne also opens up about the role of faith in her career, how she integrates business with purpose, and why embracing authenticity has been the key to her success. Whether you’re an entrepreneur, content creator, or simply looking for inspiration, this conversation is packed with valuable insights on resilience, reinvention, and building a lasting impact. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information...

Lloyd Roberts: The Billion-Dollar Founder Who Cracked the Code to a Fulfilling Life

Mar 18, 2026 1 hr 18 min

In this episode of Case Studies, Casey sits down with Lloyd Roberts, co-founder of LoanPro and serial entrepreneur who has helped launch more than a dozen companies, including a billion-dollar fintech platform built alongside his brothers in Utah. But Lloyd’s story goes far beyond business success; it is a powerful exploration of urgency, perspective, and what it really means to live a fulfilling life. Born with cystic fibrosis and told early on that his time might be limited, Lloyd developed a mindset that shaped everything from how he approached failure to how he built businesses. He shares the lessons learned from starting 17 companies, bootstrapping their ventures without outside capital, and eventually partnering with a growth equity firm to scale LoanPro into a major fintech platform. The conversation then turns to the insight that changed Lloyd’s life: realizing that financial success alone doesn’t produce fulfillment. Today he teaches a simple but powerful framework built around gratitude, growth, and giving; a formula he now shares through his book, speaking, and retreats. Together, Casey and Lloyd unpack how entrepreneurs can pursue success while building a life of meaning, impact, and intentional living. Learn more about Lloyd’s book: https://gcubedformula.com/book/ The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”)....

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A Journey To Jerusalem And The Search For A Deeper Faith

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Podcast details

Created by: Casey Baugh
Status: Active
Latest episode: Nov 11, 2026
Episodes: 230
Release period: Weekly
Avg. episode length: 1 hr 1 min
Explicit: No
Language: English

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