CASE STUDIES

Zack Andersen started as a 15-year-old fridge stocker and car detailer, got paid to read books, and turned that habit into a 7-figure career by age 23. Casey sits down with Zack to trace the blueprint behind that transformation, from door-to-door sales to managing teams to a life he once couldn't imagine.

Their conversation covers role models, momentum, and the discipline of not quitting when accounts aren't closing and the weather turns cold. Zack's formula: get clear on what you want, find people who've already done it, extract their blueprint, refuse to stop.

What emerges is a story less about talent and more about identity, habit, and compounding effort over a decade. A masterclass in the quiet mechanics behind big outcomes.

[00:00] Introducing Zack Andersen and Today's the Day
[02:27] Wrapping Three Seasons of the Podcast
[02:53] An Improbable 18-Year Friendship
[03:16] Meeting at the Dunns' House
[06:24] Casey's Own God Moments with Alex
[15:16] Why This Story Deserves a Scientific Breakdown
[18:31] The Porsche, the Books, and the Hook
[22:00] Chaos as Fuel, Not Excuse
[27:09] The $100 Book Habit Explained
[31:38] Tasting Success on a Vegas Flight
[38:29] The Brutal First Summer Selling
[42:24] Locked Out in Spain, Told No
[48:08] You Can't Beat Someone Who Won't Quit
[1:02:04] The Blueprint: Clarity, Examples, Never Quit
[1:31:40] Zack's Future Top Ten Dreams

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 “Sandlot Partners”) 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.

Casey goes solo in this episode of Case Studies to talk about the tool that has quietly rewritten how he leads, invests, and communicates: artificial intelligence. Casey has always leaned on soft skills, people, strategy, hard work, while depending on others to fill the gaps in hard skills like finance, accounting, and writing. Over the past year that dependency has disappeared.

He walks through real examples from his own life: rebuilding class presentations for his course, restructuring his family office's balance sheet, sharpening his writing despite a lifelong struggle with it, and gaining access to expert-level advice on demand. The throughline is pattern recognition, a concept Casey borrows from Tony Robbins, and how AI accelerates the process of identifying, copying, and eventually creating your own patterns of success.

[00:00] The AI Arms Race Nobody Can Ignore
[01:21] Hard Skills Versus Soft Skills
[02:20] Henry Ford And Commoditized Expertise
[03:20] Rebuilding My BYU Class Deck
[05:33] Family Office Strategy At Home
[06:40] Sensitivity Analysis On Sensitive Decisions
[07:41] Learning Accounting Without An Accounting Degree
[08:50] Banking Relationships Reimagined With AI
[09:40] Repositioning Our Balance Sheet
[10:10] Becoming A Ten Times Better Partner
[10:30] Writing As A New Strength
[12:00] Tony Robbins And Pattern Recognition
[13:00] Fewer People, More Productivity
[14:20] The Greatest Year To Be Alive

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 "Sandlot Partners") 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 turns the microphone around and becomes the subject, sitting down with Dan Snow to unpack the lessons behind a life built on discipline, learning, and quiet compounding. From selling satellite systems in Des Moines to losing everything he'd earned in a single month, Casey traces the moments that shaped his belief in economic self-reliance and lifelong education, formal or otherwise.

The conversation moves through Casey's investment philosophy at Sandlot Partners, his take on specialization over well-roundedness, and the deals that taught him to bet on track record and trajectory. It closes on something deeper: faith, marriage, and the deliberate work behind a 22-year partnership with Chelsea Baugh.

This is a conversation about growth as identity, not achievement. Entrepreneurs and leaders will walk away rethinking what it actually takes to build something, and someone, worth keeping.

[00:00] Growing Together Or Growing Apart
[00:55] Education Versus Hustle
[02:45] Teaching Entrepreneurship At BYU
[04:05] Dropping Out To Sell
[06:00] The Dignity Of Self-Reliance
[08:36] Losing It All In 2008
[10:58] Committing To Lifelong Learning
[12:55] The Accounting Insecurity
[15:25] Strengths Over Well-Rounded
[17:52] Coach Pope And Trajectory
[21:28] What Makes A Great Founder
[26:00] Character Versus Competency
[28:00] Life Happening For You
[41:53] Faith On The Periphery
[47:22] What He Loves About Chelsea Baugh

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, 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.

Chelsea Baugh returns for her third conversation on Case Studies, this time as a recent BYU MBA graduate, mother of five, and the one running the Baugh Family Foundation and family office. In this episode of Case Studies, Chelsea traces the winding path that led her back to school at forty, from a spiritual nudge to write scripture study posts, to a rejected application, to an unexpected pivot into business.

She talks candidly about imposter syndrome, rewriting her own story, and why motherhood may be the best leadership training there is. The conversation turns to marriage, twenty-one years of it, and the quiet discipline of staying close through disruption.

Chelsea also shares the vision behind Sandlot Impact, the new philanthropic arm she's building inside Sandlot Partners. A conversation about growth, identity, and the courage to jump into the unknown.

[00:00] Three Years of Case Studies
[00:42] Coming Out of the MBA Fog
[03:24] The Spiritual Nudge Toward Growth
[06:20] Nicole's Nudge and a Dissertation
[08:32] Rejected, Then a New Challenge
[11:31] Calling Chad, Chasing Near Eastern Studies
[13:33] Pivoting to the MBA
[15:22] Rewriting Her Own Story
[19:06] BYU, Mike Drake, and a Changed Brain
[22:20] Confidence Two Years Later
[24:11] Turning 41 and the Puzzle Coming Together
[28:36] Twenty-One Years of Marriage
[41:08] Twenty-One Years of Motherhood
[45:26] Building Sandlot Impact
[51:17] The iHub Fellowship and Corbin's Gift

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.