CASE STUDIES

Casey Baugh

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 clues that lead to success in both business and life. In this podcast, we'll delve into the physical, mental, emotional, and spiritual dimensions of success. Through in-depth conversations and personal stories, we aim to dig up the valuable clues that success has left behind, providing you with the insights and wisdom you need to thrive in every aspect of your life. Our goal is not just to celebrate success but to dissect it, to understand the principles and practices that have led to exceptional achievements. By listening to the stories of those who've paved the way, you'll gain practical knowledge that you can apply to your own journey. Join me on this exciting journey of discovery and personal growth as we decode the mysteries of success together. Thanks for being part of it! Hosted on Acast. See acast.com/privacy for more information.

  1. há 5 dias

    Todd Miller: His Mindset Behind Creating A Championship Culture

    In this week's episode, Casey sits down with Todd Miller, longtime BYU Golf coach, mentor, and son of golf legend Johnny Miller, for a conversation about leadership, faith, mentorship, and the principles that shape championship culture. Todd shares the lessons passed down through generations of his family, the mindset that has guided his life and career, and why developing people will always matter more than developing players. From growing up alongside one of golf's greatest champions to coaching All-Americans and PGA Tour professionals, Todd reflects on the importance of character, conviction, and creating an environment where people can reach their full potential. Together, Casey and Todd explore what separates great competitors from great leaders, the power of authentic mentorship, and why success is ultimately measured by the lives you influence, not the trophies you collect. [00:00] No success can compensate for failure at home [00:25] Welcome back to Case Studies [00:59] Coming to golf later in life [02:55] Growing up a Miller in golf's shadow [04:33] Time with Dad after the tour [06:00] Grandpa Miller building champions [08:46] Four brothers, four All-Americans [16:26] BYU golf as a family forever [20:30] Faith in the Miller household [34:23] Choosing a mission over golf [44:47] Building a coaching career on conviction [57:03] Twenty years building BYU golf [1:07:00] Caddying Carson's eagle at the US Am [1:12:56] The future of BYU golf The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. Hosted on Acast. See acast.com/privacy for more information.

  2. 22 de jul.

    Brian Murphy: Turning Broken Deals Into Billion-Dollar Structures

    Brian Murphy spent thirty years building Portfolio Advisors from a bare office with no furniture into a firm that raised roughly $90 billion and delivered an 18.4% compounded return to its clients. In this episode of Case Studies, Brian sits down with Casey to trace that arc, from selling bootleg fireworks as a kid to restructuring a broken $395 million portfolio at twenty-nine years old, and ultimately building one of the most creative fund structures in private equity. The conversation moves well beyond deal mechanics. Brian unpacks the mindset behind solving problems no one else would touch, the discipline of building partnerships instead of hierarchies, and why he and his wife, Louise, chose to fund college educations for the children of their employees rather than keep more for themselves. [00:00] Introducing Brian Murphy [02:15] Childhood hustles and mopeds [05:35] Born with the entrepreneurial bug [13:26] Painting crews and street credit [20:36] Landing at Columbia Business School [25:04] Restructuring, Blackstone, and Gibson Greetings [33:21] Founding Portfolio Advisors [43:09] Ninety billion and an 18.4% return [45:33] Sharing equity with employees [52:00] The scholarship gift to staff [1:13:31] The Murphy family bank [1:29:56] Lessons from every market crash The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. Hosted on Acast. See acast.com/privacy for more information.

  3. 15 de jul.

    Adam Edmunds: Why High Performers Secretly Struggle With Feeling Enough

    In this episode of Case Studies, Casey sits down with Adam Edmunds, CEO of Entrada and former executive behind companies like Podium, Allegiance, and SilentWhistle, for an honest conversation about ambition, identity, and the emotional weight that often comes with high performance. Adam opens up about the hidden struggle behind outward success; building and selling companies, chasing relevance, and quietly battling depression while leading at the highest levels of Utah tech. He reflects on the pressure to prove himself, the danger of tying self-worth to achievement, and the wake up call that forced him to reevaluate everything from leadership to relationships to personal fulfillment. The conversation explores entrepreneurship, product-market fit, burnout, divorce, fatherhood, reinvention, and what it means to build a life rooted in gratitude instead of validation. Adam also shares lessons from scaling Entrata into one of the most important software companies in the country and why creating meaningful impact now matters more to him than titles or recognition. The information in this communication is provided for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to invest in any fund or security. This communication is not intended to provide, and should not be relied upon as, tax, legal, investment, accounting, or financial advice. Recipients should consult their own tax, legal, accounting, and other professional advisors regarding any potential investment in a fund or security. This communication does not constitute an offer to sell or a solicitation of an offer to buy any interest in a pooled investment vehicle sponsored by Sandlot Partners, LLC (“Sandlot”) or any of its affiliates (“Fund”). Any such offer or solicitation will be made only by means of each respective Fund’s confidential Private Placement Memorandum (“PPM”), Limited Partnership Agreement, Subscription Documents, and other operative documents (collectively, the “Offering Documents”), which contain material information not included herein and which supersede this communication in its entirety. Past performance is not indicative of future results. There can be no assurance that any Fund will achieve comparable results or implement its strategy successfully. All investing involves risk, including the loss of principal. Each Fund typically invests in illiquid projects that cannot be quickly sold or converted to cash. As a result, investors may not be able to access their capital when desired. Additional risks associated with an investment in a Fund, as well as important information about Sandlot Partners and its personnel, are described in detail in the Offering Documents and in Sandlot Partners’ Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov. Both the Offering Documents and Form ADV should be read carefully and should serve as the sole basis for any decision to invest in each respective Fund. Certain statements, testimonials, or endorsements included in this communication may have been provided by clients or non-clients of Sandlot. The individuals or entities providing such statements did not receive direct cash compensation from Sandlot in connection with the statements or endorsements. In certain circumstances, Sandlot or its affiliates may have provided indirect economic benefits or other consideration to such persons or entities, including through business relationships, investments, portfolio company relationships, or other arrangements. Hosted on Acast. See acast.com/privacy for more information.

  4. 5 de jul.

    Jeanette Bennett: Highlight Episode

    In this episode of Case Studies, Casey sits down with Jeanette Bennett – award-winning journalist, founder of Utah Valley Magazine, and now a rising leader in commercial real estate; for a compelling conversation about reinvention, resilience, and the power of quiet ambition. Jeanette opens up about her early days growing up in Idaho, her fierce internal drive that led her to become valedictorian, and how motherhood sparked the entrepreneurial fire that would define her career. With no outside funding, she sold her home to launch her first magazine; a move that would go on to shape the voice of Utah’s business community for over two decades. They explore the realities of building a company from scratch, navigating gender dynamics in leadership, and what it looks like to gracefully transition into a new chapter of influence and impact. Through it all, Jeanette reflects on listening as a superpower, the art of celebrating others, and the quiet strength it takes to lead with both confidence and humility. This conversation is packed with insight for anyone building a business, a life, or both. 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.

  5. 1 de jul.

    David Butler: Faith, the Cosmos, and the Road to Jerusalem

    In this episode of Case Studies, Casey welcomes back David Butler for the first of a four-part series exploring faith ahead of a group pilgrimage to Jerusalem. David, who leads pilgrimage experiences to the Holy Land, joins Casey to unpack what it means to know God more deeply, starting with creation itself. The conversation moves from a desert night in the Sahara staring through a telescope at two billion solar systems, to the story of Job being pointed toward the stars, to why scripture's purpose isn't a history lesson but a portrait of God's character. David and Casey talk about the strange comfort of feeling small against something vast, why the wealthy and powerful become less accessible while God becomes more so, and how a friend's grief after unexpected loss became an unexpected testimony of connection beyond death. They also get personal, about the pull toward something bigger than daily life, the discipline of belief that lets you actually move forward instead of staying stuck in fear, and what it's like walking through the literal places where these ancient stories happened. David closes by sharing how listeners can put together their own custom trip to experience it firsthand. 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.

  6. 24 de jun.

    Doug Cartwright: Stage 4 Brain Cancer and the Power of Hope

    In this episode of Case Studies, Casey sits back down with Doug Cartwright; entrepreneur, author, speaker, and longtime friend; for one of the most personal and powerful conversations ever shared on the show. After being diagnosed with stage 4 glioblastoma, an aggressive and incurable form of brain cancer, Doug opens up about the months leading to his diagnosis, the emotional weight of confronting mortality, and the perspective shift that followed.   Together, they explore faith, friendship, resilience, and the surprising gifts that can emerge from life’s most difficult challenges. Doug shares how his relationship with God has deepened, why relationships have become his highest priority, and how a renewed sense of urgency has sharpened his appreciation for everyday moments. He also discusses the cutting edge treatment options he is pursuing, including a groundbreaking CAR-T clinical trial at the University of Pennsylvania, and the resourcefulness required to keep fighting when the odds are stacked against him.   To support Doug’s treatment, medical expenses, and clinical trial journey, you can donate here: gofund.me/0ef9a2dae  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.

  7. 21 de jun.

    Taylor Randall: Highlight Episode

    In this episode of Case Studies, Casey sits down with Taylor Randall, the 17th president of the University of Utah and former dean of the David Eccles School of Business. With a background as a distinguished economist and academic leader, Taylor brings deep insight into what it takes to lead major institutions through growth, innovation, and cultural transformation. He shares the leadership principles that guided his decade-long transformation of the Eccles School into a nationally recognized and fast growing business program, and discusses how those same values now shape his presidency at the University of Utah. The conversation explores how to build momentum in complex systems, why fast decision making matters, and how to lead with both humility and urgency in high stakes environments. Casey and Taylor unpack topics ranging from academic innovation and public university strategy to entrepreneurship, economics, and the future of higher education. 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.

Trailer

Sobre

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 clues that lead to success in both business and life. In this podcast, we'll delve into the physical, mental, emotional, and spiritual dimensions of success. Through in-depth conversations and personal stories, we aim to dig up the valuable clues that success has left behind, providing you with the insights and wisdom you need to thrive in every aspect of your life. Our goal is not just to celebrate success but to dissect it, to understand the principles and practices that have led to exceptional achievements. By listening to the stories of those who've paved the way, you'll gain practical knowledge that you can apply to your own journey. Join me on this exciting journey of discovery and personal growth as we decode the mysteries of success together. Thanks for being part of it! Hosted on Acast. See acast.com/privacy for more information.

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