In this episode of Case Studies, the tables turn. Casey sits in the guest chair for the first time in 150 episodes, interviewed by his friend, Dan Snow. Casey opens up about building equity in Vivint before its sale to Blackstone at age 27, his late-in-life ADHD diagnosis, and the morning rituals, cold plunges, and Harvard executive education that keep him grounded. The conversation moves through faith, fatherhood, and the myth of the overnight success. Drawing on lessons from 150 interviews, Casey argues that success is never linear; it's messy, and that's what makes it human. He reflects on money as a magnifier, the difference between character and competency, and why progress, not comfort, equals happiness. Casey also speaks candidly about his marriage to Chelsea Baugh, twenty-two years of deliberate work behind a partnership that looks effortless from the outside. It's an unusually personal conversation about identity, discipline, and what it actually takes to build a life worth admiring. [00:00] Money as a Magnifier [01:22] Turning the Mirror on Casey [02:25] Why He Asks About Childhood [03:46] Discovering His ADHD [06:21] Dropping the H-Bomb [07:56] From Door-to-Door to Financial Independence [09:58] Early Wins That Built Confidence [15:00] Building the Morning Rituals [16:15] Cold Plunge as Courage Practice [20:41] Success Is Never Linear [32:23] Getting Hit in the Eye [38:30] Circle of Control vs. Concern [44:27] Advice for a Newly Rich 27-Year-Old 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.
