CASE STUDIES

Listen in on Nick Greer’s inspiring journey, the visionary behind Built Bar, a brand that stands tall with over $100 million in revenue. This episode unravels Nick's early life in Arizona, marked by the trials and tribulations his family faced during financial downturns, and the profound influence of his father's entrepreneurial resilience. Nick opens up about the transformative experiences that shaped his path from a young entrepreneur mowing lawns to the CEO of a thriving company. Through stories of vulnerability, deep human connections, and the art of storytelling, he sheds light on the values that have guided his professional and personal growth. Nick's narrative is not only about achieving business success; it's a deeper exploration of overcoming adversity, the power of innovation, and the relentless pursuit of excellence, all while staying true to one's values and impacting lives positively. Join us to be inspired by the journey of a man who turned challenges into stepping stones, leading with heart and vision.

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 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 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.

JOIN US AS WE DIVE INTO THE EXTRAORDINARY JOURNEY OF TAYSOM HILL, AN ATHLETE WHOSE PATH FROM A SMALL TOWN IN IDAHO TO THE NFL IS A NARRATIVE OF DETERMINATION, OVERCOMING ADVERSITY, AND ACHIEVING GREATNESS AGAINST THE ODDS. HILL'S STORY IS NOT JUST ABOUT HIS SUCCESS AS A HIGH SCHOOL AND COLLEGE STAR, OR HIS DYNAMIC CAREER IN PROFESSIONAL SPORTS; IT'S A DEEPER LOOK INTO THE CHALLENGES HE FACED, INCLUDING NUMEROUS INJURIES AND THE RELENTLESS PURSUIT OF EXCELLENCE THROUGH EVERY SETBACK.

BEYOND HIS ATHLETIC ACHIEVEMENTS, DISCOVER THE ASPECT OF TAYSOM'S LIFE THAT REMAINS LARGELY OUT OF THE SPOTLIGHT: HIS REMARKABLE ACUMEN IN FINANCE AND BUSINESS, DEVELOPED THROUGH A RIGOROUS ACADEMIC JOURNEY AND PRACTICAL EXPERIENCE. THIS EPISODE SHINES A LIGHT ON THE MULTIDIMENSIONAL ASPECTS OF HIS LIFE, SHOWCASING HOW HIS BACKGROUND, FAMILY VALUES, AND EDUCATION HAVE EQUIPPED HIM WITH A UNIQUE SET OF SKILLS, MAKING HIM A TRUE OUTLIER IN THE WORLD OF PROFESSIONAL SPORTS.

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 Jason Chaffetz, former U.S. Congressman, Fox News contributor, and one-time BYU placekicker, for a candid and wide-ranging conversation on leadership, resilience, and navigating the arena of public service.

Jason opens up about his journey from a small-town California upbringing to earning a football scholarship at BYU, his formative years in business at Nu Skin, and the leap of faith that took him into politics. He reflects on the personal hardships that shaped his perspective, from losing his mother to cancer to working multiple jobs to support his family, and how those experiences instilled in him a relentless drive to “show up and outwork the competition.”

Together, they explore lessons learned from high-stakes moments in Congress, including overseeing investigations into Benghazi and the IRS, building unlikely friendships across party lines, and maintaining courage under intense public pressure. Jason also shares fascinating personal anecdotes about working with figures like Barack Obama, Donald Trump, and Elijah Cummings, offering rare insight into the human side of politics.

This conversation is packed with hard-won wisdom for anyone striving to lead with grit, principle, and purpose.

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, Casey sits down with Todd Pedersen, a visionary entrepreneur and a beacon of wisdom in both business and personal development. Todd shares his compelling journey, emphasizing the paramount importance of dreaming bigger, embracing the toughest challenges, and the indelible impact of nurturing deep, meaningful relationships. This conversation is a masterclass in understanding how true success is measured not just by financial achievements but by the richness of our connections with others and the pursuit of personal growth. Todd delves into the critical moments of his career, the principles he operates by, and the invaluable lessons learned from mentors and friendships that have stood the test of time. Listeners are invited to explore the depth of Todd's experiences, from the significance of mentorship to the relentless pursuit of potential and the courage to take bold risks. Whether you're a budding entrepreneur, a professional seeking to elevate your career, or anyone yearning for a life rich with purpose and connection, this episode offers timeless insights that inspire us to reflect on our own paths and the legacy we wish to leave behind.

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 Jim Herrmann, former BYU football captain, NFL player, entrepreneur, and business development leader at HGGC, for an inspiring conversation about resilience, reinvention, and the relationships that shape a meaningful career.

Jim reflects on his journey from a small-town kid in Wisconsin to winning a national championship at BYU, learning from legendary figures like Lavell Edwards and Jim McMahon, and navigating the highs and lows of a professional football career cut short by injury. He shares how those early lessons in discipline, perseverance, and leadership translated to the business world; from co-founding a pioneering SaaS company in the early days of the internet to building a career connecting people and creating value in private equity.

This episode dives deep into what it means to push through hardship, embrace new opportunities, and own your unique strengths. For entrepreneurs, athletes, and anyone seeking to grow through transition, Jim’s story is a masterclass in resilience, humility, and the power of relationships.

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 raw and powerful episode, Taz Murray, co-founder of Tru Fru, shares the real story behind building a frozen fruit empire

Success isn’t just about profit it’s about purpose.

It’s about knowing what you’re great at, owning what you’re not, and surrounding yourself with people who make you better.

It’s about taking risks, learning from loss, and building something that actually matters.

Rooted in faith, family, and fierce grit, this episode is a masterclass in entrepreneurship, partnership, and eternal perspective.

If you’ve ever wondered, “Am I building the right thing?” this conversation will help you answer that.

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 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 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.

This weeks Highlight Episode with Coach Diljeet Taylor

The most powerful leaders don’t just win they lift.

They see the one. They believe before belief exists.

They don’t just coach for results. They coach for transformation.

Diljeet Taylor’s story is one of bold choices, cultural courage, and relentless purpose.

From running her way out of expectation…

To building one of the most inspiring programs in the country at BYU…

She’s shown what it means to live a life of service, built on faith, grit, and heart.

If you’ve ever felt torn between who you are and who you're supposed to be…

If you've wondered if there's power in your story, even the painful parts…

This episode is for you.

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 dives into one of the most influential books of his life: The Richest Man in Babylon. More than a timeless parable about money, this solo reflection is a breakdown of the seven wealth-building principles that have quietly shaped Casey’s financial journey for over two decades.

From learning to pay yourself first and live below your means, to the wisdom of only investing with category experts, Casey shares why these simple yet powerful ideas remain the foundation of his personal and professional growth. He unpacks how early exposure to this book became the blueprint for disciplined wealth creation.

Through personal anecdotes, hard-earned lessons, and honest reflections on mistakes and milestones, Casey offers an inspiring framework for anyone seeking financial freedom and personal agency. Whether you’re just starting out or looking to realign with timeless truths, this episode is a compelling reminder that wealth is built not by luck, but by principle.

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.