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.

In this solo episode of Case Studies, Casey goes over what confidence really is and how it's actually built. Speaking directly to young professionals, entrepreneurs, and high performers, he challenges the common obsession with outcomes and comparison, and instead reframes success around process, standards, and controllable inputs.

Drawing on lessons from John Wooden and Brian Tracy, Casey explains why confidence is not something you affirm into existence, but something you earn through stacked evidence. Making and keeping commitments, tracking the right metrics, shrinking goals without lowering standards, and celebrating small wins are all part of the formula.

He also introduces the idea of emotional fitness, learning to interpret nerves, doubt, and fear as signals of growth rather than signs of weakness. This episode is a masterclass in shifting identity from proving yourself to improving daily, and a reminder that true confidence is built in the quiet, consistent reps long before the spotlight ever turns on.

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 week, Casey sits down with Blake Modersitzki and Chris Cooper, co-founders of Pelion Ventures, to explore their journey of building one of Utah’s most impactful venture capital firms. From their humble beginnings to managing over $500 million in their latest fund, Blake and Chris share the lessons, challenges, and triumphs that have shaped their lives and careers.

They reflect on the profound influence of mentors, the role of faith and family in guiding their decisions, and the importance of giving back to create a legacy of opportunity. With candor and humor, they dive into the realities of venture investing, navigating tough times, and fostering a culture of resilience and collaboration.

Packed with practical insights on leadership, generosity, and staying grounded in success, this episode offers inspiration for entrepreneurs, leaders, and anyone striving to make a meaningful impact. Don’t miss this heartfelt conversation about grit, gratitude, and building something that truly matters.

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

This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain 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 Lizzy Jensen for a powerful conversation about identity, ambition, and the freedom that comes from letting go of the need to prove yourself. A law school graduate, former school leader, and host of The Lizzy Jensen Show, Lizzy reflects on the subtle ways achievement and approval shaped her early decisions, and what it took to outgrow them.

Together, they unpack the defining pivots in her life, from walking away from traditional career paths to stepping down from leadership at the height of momentum. Lizzy shares the discipline behind her decision making process, including the journaling and prayer that guide her clarity, and the deep rooted question that came to her in two different dreams while hiking the Inca trail in Peru: What do you really want?

As a mother of five, she speaks candidly about balancing meaningful work with family life, modeling confidence for her daughters, and choosing alignment over applause. She also shares her vision of building a value driven media company designed to amplify stories that strengthen families and leaders.

This episode is a thoughtful blueprint for entrepreneurs and high performers ready to trade performance for purpose and build a life that reflects who they truly are.

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 week, Casey sits down with Mara Sundwall, a life coach, mentor, and advocate for personal growth who has profoundly impacted the lives of those she works with, including Casey’s own family. Mara’s journey is one of self-discovery, resilience, and an unwavering dedication to helping others uncover their potential and live in alignment with their values.

Mara dives into the principles of empathy-driven leadership, the importance of rewriting personal narratives, and how mental health can shape—and be shaped by—the stories we tell ourselves. She shares her insights on overcoming shame, embracing vulnerability, and building meaningful habits that foster personal growth and clarity.

With practical tools for navigating life’s challenges and a deeply compassionate approach to self-confrontation, this episode offers inspiration for anyone seeking to better understand themselves and create lasting positive change. Get ready to explore the power of truth, connection, and living with intention in this compelling conversation.

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 Amy Antonelli, CEO of HumanitarianXP, former Apple executive, and nonprofit trailblazer. From Silicon Valley to rural India, Amy’s unconventional path is shaped by faith, grit, and a calling to build something greater than herself. Today, her organization sends over 8,000 teens a year across the globe to serve, disconnect, and discover who they really are.

Amy unpacks the miracle-filled story behind HXP’s growth and its deeper mission: helping young people chase purpose instead of performance. Through hard labor, spiritual grounding, and intentional leadership, teens return from these trips transformed—and often redirected toward a more meaningful life.

She and Casey explore what it takes to lead with both excellence and empathy, run a nonprofit like a business, and stay spiritually aligned while scaling global impact. Amy’s journey is a powerful case study in living on mission and building organizations where faith fuels execution.

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 week, Casey sits down with Ted Broman, a serial entrepreneur, philanthropist, and a deeply driven leader whose life story is equal parts resilience and inspiration. From his unconventional upbringing in Salt Lake City to building multiple successful businesses, Ted’s journey is a testament to the power of grit, resourcefulness, and an unwavering commitment to growth.

Ted reflects on pivotal moments that shaped his path, including navigating family challenges, turning a small healthcare software company into a multi-million-dollar enterprise, and stewarding businesses with a mission to positively impact lives. He shares his philosophy on discipline, love, and accountability in leadership, as well as how faith and spirituality have guided his decisions and created a deeper sense of purpose.

With lessons on leadership, the human side of business, and finding abundance in adversity, this episode is packed with wisdom for aspiring entrepreneurs and leaders alike.

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

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

Past performance is not indicative 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 Jeremy Hammond; CEO/Founder of CLBR, serial entrepreneur, and operator behind multiple high-growth businesses. From bootstrapping at 21 with his brother Mike to executing multi-million dollar exits across industries, Jeremy’s track record is impressive, but what he shares here goes far deeper than deal terms or financial milestones.

Jeremy reflects candidly on the hidden cost of chasing success with a narrow focus. Early wins brought money, momentum, and recognition, but left other areas of life underdeveloped. After a tragic personal loss and a series of wake-up calls, he began a new journey: one centered on faith, intentional family leadership, and a more holistic definition of wealth.

He and Casey explore what it means to evolve as a man, a leader, and a mentor; to trade short term validation for long term legacy. Jeremy’s story is a compelling blueprint for high performers looking to recalibrate, reinvest in their relationships, and build a life where purpose leads profit.

This episode is an invitation to pause, zoom out, and ask: What am I actually building?

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 special release from The Harvard Collection on Case Studies, we sit down with Danesa Raghulal, a dynamic entrepreneur and leader of one of India’s most prominent food manufacturing companies. Danesa shares her inspiring journey of stepping into her family business at a young age and transforming it into a global player, known for products like bread, cakes, and the world’s largest production of plum cakes.

From navigating challenges as a young female leader in a male-dominated industry to balancing cultural traditions and modern business practices, Danesa’s story is one of resilience, innovation, and determination. She also reflects on her spiritual philosophies, the role of her family, and the unique dynamics of arranged marriage in India, all while leading a company.

Packed with lessons on leadership, cultural diversity, and personal growth, this conversation offers a fascinating glimpse into Danesa’s world and the legacy she’s building for future generations.

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

In this episode of Case Studies, Casey opens up in a rare solo conversation about the habits and reflections that have had the most profound impact on his life and leadership. Inspired by a powerful question posed at Harvard Business School; “Are you happy?” He unpacks what happiness really means and how it can be intentionally designed through daily discipline.

Drawing from Hal Elrod’s Miracle Morning framework, Casey shares the specific morning ritual that anchors his days and builds emotional strength: silence, affirmations, visualization, exercise, reading, and journaling. These practices, he explains, are more than productivity hacks, they’re tools for building clarity, identity, and momentum.

With relatable stories and practical insights, Casey challenges listeners to reflect on what makes them happy, what excites them, and how to build a life that reflects those truths. This episode is a timely reset for anyone looking to take more ownership over their energy, mindset, and outcomes in 2026.

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.