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 (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 Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements.

Hosted on Acast. See acast.com/privacy for more information.

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 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 Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements.

Hosted on Acast. See acast.com/privacy for more information.

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 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 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 Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements.

Hosted on Acast. See acast.com/privacy for more information.

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 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 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 Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements.

Hosted on Acast. See acast.com/privacy for more information.

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 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 Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund.

Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements.

In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements.

Hosted on Acast. See acast.com/privacy for more information.

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 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 Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund.

Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements.

In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements.

Hosted on Acast. See acast.com/privacy for more information.

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 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 Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund.

Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements.

In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements.

Hosted on Acast. See acast.com/privacy for more information.

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 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 Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund.

Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements.

In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements.

Hosted on Acast. See acast.com/privacy for more information.

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 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 Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund.

Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements.

In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements.

Hosted on Acast. See acast.com/privacy for more information.

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 (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 Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund.

Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements.

In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements.

Hosted on Acast. See acast.com/privacy for more information.