CASE STUDIES
Download on the App Store
  • Favorites

    24

    Followers

  • Typical duration

    72 min

    per episode

Based on Podcast App listening data

CASE STUDIES episodes

  • Scott Peterson: The art of reinvention

    In today’s episode, we sit down with Scott Petersen, whose diverse journey spans from early entrepreneurial ventures to shaping future leaders in business. Discover how Scott, a serial entrepreneur and investor with a knack for recognizing opportunity, transitioned from his own successes, including spearheading a globally recognized entrepreneurship program at BYU, to focusing on mentoring young entrepreneurs. We delve into the significant moments of his career, his perspective on the role of mentorship, and his approach to navigating the complexities of success. Scott shares insights on the importance of resilience, the spiritual aspect of business, and why wealth should be viewed as a means to foster growth and contribute to society rather than an end goal. Listen in as Scott offers wisdom on living a life enriched by continuous learning, purposeful giving, and nurturing deep, meaningful 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.

    1 hr 6 min
  • Ty Mattingly: Choosing to lead a life dedicated to others

    IN THIS EPISODE, CASEY ENGAGES IN A POIGNANT DIALOGUE WITH TY MATTINGLY, EXPLORING THE ESSENCE OF A LONG TERM FRIENDSHIP, THE PROFOUND INFLUENCE OF UPBRINGING, AND THE IMPACT OF CHOOSING TO LEAD A LIFE DEDICATED TO OTHERS.

    AS NEIGHBORS AND CONFIDANTS, CASEY AND TY EXPLORE THEIR SHARED HISTORIES, FROM THEIR EARLY DAYS OF NEIGHBORLY SUPPORT TO TY'S SIGNIFICANT ACHIEVEMENTS AND CHOICES THAT HIGHLIGHT A LIFE BEYOND MERE PROFESSIONAL SUCCESS. TY OPENS UP ABOUT HIS EXPERIENCES GROWING UP IN A MILITARY FAMILY, THE UNEXPECTED PATHS TO PERSONAL FULFILLMENT, AND HIS COMMITMENT TO FAMILY, COMMUNITY, AND ACTS OF GENUINE KINDNESS.


    THIS EPISODE UNVEILS THE POWER OF STRONG BONDS, THE BEAUTY OF INVESTING IN FUTURE GENERATIONS, AND THE REMARKABLE DIFFERENCE ONE INDIVIDUAL CAN MAKE THROUGH LIVING WITH INTENTION AND COMPASSION. JOIN US FOR A CLOSE LOOK AT HOW PERSONAL VALUES, RESILIENCE, AND THE PURSUIT OF HAPPINESS SHAPE OUR LIVES AND LEAVE A LASTING LEGACY ON THOSE AROUND US.


    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.

    1 hr 9 min
  • Todd Pedersen: Importance of dreaming bigger

    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.

    1 hr 13 min
  • Brian Murphy: Building a multi-billion dollar advisory firm

    We’re excited to dive into this episode, where we explore the intricate balance between achieving success in business and cultivating a meaningful legacy. Our journey begins with an in-depth conversation with Brian Murphy, a seasoned investor and mentor, whose life story exemplifies the power of hard work, calculated risk-taking, and the profound impact of mentorship. Brian's narrative unfolds from his humble beginnings, through the challenges and triumphs of building a multi-billion dollar advisory firm, to his pivotal decision to prioritize giving back. Not only is this episode about financial success; it's about the lessons learned, the wisdom shared, and the legacy built through generosity and mentorship. Join us as we delve into stories of a remarkable individual who has not only succeeded in his professional life but has also made significant contributions to the lives of others, inspiring the next generation of leaders.


    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.

    1 hr 14 min
  • Taz Murray: His path to success building Tru Fru

    Join us on a captivating journey with Taz Murray, the entrepreneurial mastermind behind Tru Fru. He shares the remarkable story of transforming simple ideas into groundbreaking success. Taz delves into his early influences, including the unique incentive from his father that sparked his lifelong love for reading and learning. Discover the highs and lows of his entrepreneurial path, from the strategic maneuvers against competition in his father's lawn care equipment business to creating a niche in the frozen treat market with Tru Fru. Taz's tale is more than just about building businesses; it's about the power of perseverance, the importance of learning from failures, and the profound impact of mentors and personal development. Whether it was navigating through the challenges of seasonal business models, or pioneering a new category in the grocery aisles, Taz's journey is a testament to the spirit of innovation and the relentless pursuit of excellence. Dive into this inspiring episode and get an insider's look at the entrepreneurship playbook, filled with invaluable lessons on growth, branding, and creating a legacy that transcends the business world.


    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.

    1 hr 18 min
  • Dime Beauty: A skincare brand that's taken the beauty industry by storm

    Join us on an episode where we dive deep into the remarkable story of Dime Beauty, a skincare brand that's taken the beauty industry by storm. Listen to the founders, Ryan, Mitch, and Baylee, as they share their incredible journey from filling orders in their garage to becoming a staple in Ulta Beauty. Discover the power of passion, the importance of belief in oneself, and the undeniable impact of resilience in the face of adversity. This episode is not just a story about the success of a beauty brand but a testament to what's possible when you stay true to your vision and values, no matter the challenges. Whether you're an aspiring entrepreneur or someone looking for a dose of inspiration, this story of grit, and entrepreneurial spirit 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.

    1 hr 44 min
  • Brian Treu: Physical fitness, business success, and personal growth

    In this weeks episode, we sit down with Brian Treu, a remarkable entrepreneur whose story of captivates and motivates. Brian delves into his entrepreneurial venture, from starting with a profound realization in a doctor's office to building a thriving medical education business. With over 90 campuses across 40 states, his company provides critical training in medical procedures, significantly improving students' career prospects. Brian recounts the early days of his business, the fear and challenges he faced, and the pivotal moments that shaped his path to success.

    Listeners will get an intimate look at the sacrifices and hard work behind Brian's "overnight success," including his disciplined daily routines and the fear that once held him back. Through his story, we explore the importance of mentorship, discipline, and the relentless pursuit of growth, both personally and professionally. Brian's journey is a testament to the power of facing fears, embracing discipline, and the incredible impact of mentorship on achieving success. Join us as Brian shares the wisdom, struggles, and triumphs of his extraordinary life and career, offering invaluable insights for anyone looking to make meaningful changes in their own 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 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.

    1 hr 5 min
  • Jay Hill: Courage on and off the field

    In this episode, we offer an exclusive look into the life and career of Jay Hill, the dedicated Defensive Coordinator at Brigham Young University. Hill's journey from a young athlete in Lehi, Utah, to a key figure in BYU's coaching staff, encapsulates the essence of determination, leadership, and faith.

    Through an in-depth conversation, Hill reveals his early love for sports as an escape and a passion, his unexpected shift from aspiring medical professional to influential coach, and the milestones that have marked his career. He opens up about overcoming personal and professional hurdles, including his wife's battle with cancer, and how these experiences have fortified his resolve and approach to life and football.

    Gain insights into Hill's strategic contributions to BYU's football program, his philosophy on building a cohesive team culture, and his aspirations in the evolving landscape of college football. "Courage on the Field" is not just a story about football; it's about facing life's challenges with grace and emerging stronger. Join us for an inspirational exploration of Jay Hill's remarkable journey and his vision for the future of BYU football.


    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.

    1 hr 21 min
  • Diljeet Taylor: The acclaimed head women’s cross-country coach from BYU

    In this inspiring episode, we delve into the extraordinary life of Diljeet Yaylor, the acclaimed head women’s cross-country coach from Brigham Young University. Diljeet shares her remarkable story, starting from her roots in an immigrant family to becoming a beacon of inspiration in collegiate sports. her journey is a profound narrative of overcoming cultural and personal hurdles, demonstrating resilience, and empowering young women in athletics. we explore how Diljeet's unique coaching philosophy extends beyond the track, instilling confidence, fostering a sense of belonging, and nurturing dreams. her commitment to her athletes' personal and professional growth is a powerful reminder of the significant role mentors play in shaping lives. tune in for an episode that not only celebrates athletic achievements but also highlights the transformative influence of passion, empathy, and unwavering belief in potential.


    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.

    1 hr 27 min
  • Casey Baugh: The power of investing

    In this week's solo episode of Case Studies, Casey dives deep into the heart of investing, sharing a personal journey that unfolds the layers of financial wisdom accumulated over years. From childhood lessons on the value of money to pivotal real estate ventures and eye-opening conversations with successful investors, this episode is a blend of personal anecdotes and professional insights.


    Casey's narrative begins with a unique childhood incentive — earning money by reading books from a list curated by their father, instilling early the principles of wealth and success found in classics like "The Richest Man in Babylon" and "Rich Dad Poor Dad." This foundation laid the groundwork for a life dedicated to understanding and mastering the art of investing. Through stories of early real estate investments at the age of 17 to learning from the successes and failures of others, Casey reveals the guiding principles that have shaped their approach to building wealth.


    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.

    21 min

About CASE STUDIES

From the publisher's feed

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…

Best of CASE STUDIES

Ranked by our users in the last 21 days

More shows like CASE STUDIES

Better Than Happy by Jody Moore

Better Than Happy

5,663 Listeners

BYU Speeches by BYU Speeches

BYU Speeches

1,511 Listeners

Leading Saints Podcast by Leading Saints

Leading Saints Podcast

1,218 Listeners

Faith Matters by Faith Matters Foundation

Faith Matters

1,726 Listeners

All In by LDS Living

All In

6,465 Listeners

Mint Arrow Messages by PodcastOne

Mint Arrow Messages

1,571 Listeners

Don't Miss This Study by Grace Freeman Smith & David Butler

Don't Miss This Study

3,686 Listeners

Church News by Church News

Church News

906 Listeners

Unshaken Saints by Jared Halverson

Unshaken Saints

2,589 Listeners

followHIM by Hank Smith & John Bytheway

followHIM

10,753 Listeners

Come Back Podcast by Ashly Stone

Come Back Podcast

1,567 Listeners

Let’s Get Real with Stephen Jones by Scripture Central

Let’s Get Real with Stephen Jones

208 Listeners

Temples and Covenants by BYU Speeches

Temples and Covenants

192 Listeners

The Lizzy Jensen Show by Lizzy Jensen

The Lizzy Jensen Show

188 Listeners

Two Point Conversion with BYU Football: A Gospel Discussion Podcast by BYUradio

Two Point Conversion with BYU Football: A Gospel Discussion Podcast

222 Listeners