CASE STUDIES
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CASE STUDIES episodes

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

    In this episode of Case Studies, Casey sits down with Lynn Perry, founder of Central Milling, for a deeply meaningful conversation on excellence, faith, and building a business that truly serves people.


    Lynn shares how a simple idea rooted in chemical-free farming evolved into a nine-figure organic flour business over four decades, but what stands out is not the scale, it's the intention behind it. From obsessing over product quality to creating flour tailored for world-class bakers, Lynn reveals how a commitment to craftsmanship turned a commodity into something extraordinary.


    The conversation takes a powerful turn as Lynn reflects on a life-changing experience with his daughter that reshaped his perspective on leadership, service, and purpose. That mindset ultimately influenced one of his proudest decisions, implementing an ESOP that created life changing wealth for employees across the company.


    This episode is for leaders and entrepreneurs on building with heart, leading with principle, and proving that true success comes from creating value far beyond yourself.


    The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security.

    This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative 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 48 min
  • Bonnie H. Cordon: Highlight Episode

    In this episode of Case Studies, Casey sits down with Bonnie Cordon - former General Young Women President, current president of Southern Virginia University, and a lifelong champion of potential - for a deeply moving conversation about faith, leadership, and the life-changing impact of simple belief.


    Bonnie shares the formative experiences of her childhood in Idaho Falls, where lessons in responsibility and resilience were woven into farm chores and family life. She reflects on pivotal moments - from a life-altering interaction with Elder L. Tom Perry to navigating unexpected career opportunities at Oracle - that taught her the transformative power of showing up for others. Together, Casey and Bonnie explore how small acts of kindness, persistence, and seeing the best in people can ripple through generations.


    This inspiring conversation is packed with wisdom for entrepreneurs, leaders, and high performers seeking to build a legacy of influence rooted not in titles, but in genuine connection, service, and faith.


    The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security.

    This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which 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.

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

    In this episode of Case Studies, Casey sits down with Shauna Smith, co-founder and powerhouse operator behind Savory Fund, for a deeply personal and insightful conversation on resilience, leadership, and building something meaningful from the ground up.


    Shauna shares her journey from a challenging childhood in the South to becoming a central force in scaling over 50 Kneaders Bakery locations and helping build one of the most respected restaurant investment platforms in the country. Along the way, she opens up about stepping into responsibility at a young age, navigating family adversity, and how those early experiences shaped her grit and perspective.


    Together, she and Casey explore what it really takes to operate at a high level, from executing vision and building teams to making hard decisions and learning from failure. Shauna also reflects on her role in growing brands like Swig and Mo’ Bettahs, her “no A-hole policy,” and why culture and character matter more than anything in business.


    This episode is a masterclass for leaders and entrepreneurs on ownership, humility, and the power of doing hard things well.


    The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security.

    This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, 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
  • Corinne Stokoe: Highlight Episode

    In this episode of Case Studies, Casey sits down with Corinne Stokoe, founder of Mint Arrow and a trailblazer in the influencer marketing space. Corinne shares her unconventional path from competitive pianist to entrepreneur, revealing how discipline, faith, and adaptability shaped her journey.


    She dives into the early days of blogging, the evolution of digital marketing, and how she built one of the most successful affiliate-driven businesses in the industry. Casey and Corinne discuss the power of personal connection in a world dominated by AI, the realities of running a personal brand, and the importance of knowing when to pivot.


    Corinne also opens up about the role of faith in her career, how she integrates business with purpose, and why embracing authenticity has been the key to her success. Whether you’re an entrepreneur, content creator, or simply looking for inspiration, this conversation is packed with valuable insights on resilience, reinvention, and building a lasting impact.


    The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security.

    This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information 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.

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

    In this episode of Case Studies, Casey sits down with Lloyd Roberts, co-founder of LoanPro and serial entrepreneur who has helped launch more than a dozen companies, including a billion-dollar fintech platform built alongside his brothers in Utah. But Lloyd’s story goes far beyond business success; it is a powerful exploration of urgency, perspective, and what it really means to live a fulfilling life.


    Born with cystic fibrosis and told early on that his time might be limited, Lloyd developed a mindset that shaped everything from how he approached failure to how he built businesses. He shares the lessons learned from starting 17 companies, bootstrapping their ventures without outside capital, and eventually partnering with a growth equity firm to scale LoanPro into a major fintech platform.


    The conversation then turns to the insight that changed Lloyd’s life: realizing that financial success alone doesn’t produce fulfillment. Today he teaches a simple but powerful framework built around gratitude, growth, and giving; a formula he now shares through his book, speaking, and retreats. Together, Casey and Lloyd unpack how entrepreneurs can pursue success while building a life of meaning, impact, and intentional living.


    Learn more about Lloyd’s book:

    https://gcubedformula.com/book/


    The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security.

    This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). 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 19 min
  • Matt Clayton: Highlight Episode

    What if the future of education isn’t bigger—but smaller, more personal, and radically student-driven?

    In this episode of Case Studies, Casey Baugh sits down with Matt Clayton, founder of Slope School, to explore how traditional schools are being disrupted by a new, human-centered model. From working at Goldman Sachs to studying under Clayton Christensen, Matt shares how autonomy, real-world learning, and community are transforming how kids learn.


    You’ll hear why Slope School focuses on mastery over credentials, how AI is accelerating student growth, and why building identity is the most important part of education. This episode is packed with insights for parents, educators, and entrepreneurs who care about the next generation.


    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.

    29 min
  • Sharon Eubank: Leading Global Relief Efforts From Faith to the United Nations

    In this episode of Case Studies, Casey sits down with Sharon Eubank, Director of Humanitarian Services for The Church of Jesus Christ of Latter-day Saints and former global advocate at forums like the United Nations and the G20 Interfaith Forum. Sharon shares the unlikely path that led her from a shy girl growing up in Bountiful, Utah to speaking on some of the world’s most influential stages.


    Through stories of a life shaped by faith, entrepreneurship, public service, and global humanitarian work, Sharon reflects on the mentors, risks, and defining moments that built her leadership philosophy. She discusses lessons from serving a mission in Finland, working in the U.S. Senate, running a small business, and eventually overseeing humanitarian initiatives impacting millions across the globe.


    Throughout the conversation, Casey and Sharon explore the power of loving people, leading with humility, and building trust across cultures, especially in complex regions like the Middle East. Sharon also shares how real leadership often means stepping into roles you don’t feel fully qualified for and growing into them through service.


    Sharon’s new book, Doing Small Things with Great Love, is available here:

    https://www.amazon.com/Doing-Small-Things-Great-Love/dp/1639934286


    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 31 min
  • Jeremy Andrus: Highlight Episode

    In this episode of Case Studies, Casey sits down with Jeremy Andrus, CEO of Traeger Grills, to discuss the hard-earned lessons that shaped his career—from losing everything in a day trading disaster to rebuilding with grit and vision.

     

    Jeremy shares the pivotal role of culture in business, the mental shift that helped him embrace failure, and the personal habits that keep him grounded amid challenges. With insights on navigating growth, leading through tough times, and balancing ambition with family, this conversation offers a candid look at the mindset behind long-term success.


    Discover how Jeremy went from nearly losing everything to building two iconic brands, the key to creating strong company culture, and why embracing challenges is the path to success.


    The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security.

    This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain 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.

    41 min
  • Dan Hardle: Why He Reinvested Everything Instead of Upgrading His Life

    In this episode of Case Studies, Casey sits down with Dan Hardle, founder and CEO of Agent Boost Marketing, for a candid conversation about discipline, delayed gratification, and the long game of wealth building.


    Before the transaction, before the scale, before the family office, there were years of uncertainty. A short sale. Medical debt. Utilities shut off. Three kids at home. And a decision that would define everything that followed. Instead of upgrading his lifestyle as income grew, Dan chose to reinvest. Again and again. While others consumed, he compounded.


    Dan walks through the psychology behind living lean, the courage it took to walk away from stability, and why betting on himself with no safety net ultimately built a far bigger life. He and Casey unpack the tension between identity and ownership, what changes after selling a company, and how to transition from operator to capital allocator without losing who you are.


    This episode is a powerful reminder that real wealth is built quietly, patiently, and long before anyone notices.


    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 38 min
  • Kenny Cox: Highlight Episode

    In this episode of Case Studies, Casey Baugh sits down with longtime friend and business leader Kenny Cox. From early entrepreneurial failures to two decades of success at Vivint, Kenny shares the lessons that shaped his career. They discuss leadership, delegation, investing, and the impact of faith and family in building a meaningful life.


    This conversation is packed with insights on resilience, financial growth, and the mindset of top performers.


    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.

    37 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…

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