Master Organizer

Last sync: 2026-05-12 19:31

• Execute CVS strategy discussions to unlock development potential

  Shoppes at San Felipe
  ✓
• Negotiate REA with adjacent Regency Centers (Whole Foods)

  Shoppes at San Felipe
  ✓
• Continue debt market process with Walker and Dunlop

  Shoppes at San Felipe
  ✓
• Send full deal materials (OM, rent roll, underwriting) to Connor Wiginton & William Hepner at JP Morgan

  Shoppes at San Felipe
  ✓
• Send deal deck and underwriting materials to Trey Dempsey

  Shoppes at San Felipe
  ✓
• Send investment link with password to Cliff Platt

  Shoppes at San Felipe
  ✓
• Send presentation deck, website link, and one-pager to Elie Korkmaz (Entrust)

  Shoppes at San Felipe
  ✓
• Email website password for deal materials to Raj/JD (Sorani)

  Shoppes at San Felipe
  ✓
• Share Schwab platform info with James Pappas (JCP Investment Management)

  Shoppes at San Felipe
  ✓
• Send deal details to Josh Moore (Schwab)

  Shoppes at San Felipe
  ✓
• Send updated presentation link (new domain) to George Vincent

  Shoppes at San Felipe
  ✓
• Connect Tim (George's partner) with Park City contact Jeremy K (YPO)

  Networking
  ✓
• Consolidate presentation materials: bio pages, registered advisor section, team qualifications, structure diagram

  Wolf Creek / GP Fund
  ✓
• Schedule weekly property tour for committee before school year ends

  Awty School
  ✓
• Share weekly property information packet with full committee

  Awty School
  ✓
• Prepare 1-2 slides for board update on weekly property opportunity

  Awty School
  ✓
• Draft board presentation slides for May 14 meeting

  HoS Search Committee
  ✓
• Send calendar invite to Hesam (Gmail)

  HoS Search Committee
  ✓
• Forward middle school departure announcement to Lucy Hayes

  HoS Search Committee
  ✓
• Connor Wiginton & William Hepner (JP Morgan): review deal materials, identify family office clients

  waitingShoppes at San Felipe
  ✓
• Trey Dempsey (Silver Cap): review materials and provide feedback within days

  waitingShoppes at San Felipe
  ✓
• Mason Powell (Morgan Stone Hill): share deal with partner Ari, follow up in 1-2 weeks

  waitingShoppes at San Felipe
  ✓
• Elie Korkmaz (Entrust Global): review materials and decide (deadline May 7 — OVERDUE)

  waitingShoppes at San Felipe
  ✓
• Raj Inamdar (Sorani): send CrowdStreet contact information

  waitingShoppes at San Felipe
  ✓
• Kunal Patel (Schwab): provide Schwab custody platform setup materials

  waitingShoppes at San Felipe
  ✓
• Josh Moore (Schwab): introduce Justin to alternative investment platform team lead

  waitingShoppes at San Felipe
  ✓
• Brent Hodges (Upperline): discuss deal with Spencer, follow up with questions in 2 weeks

  waitingShoppes at San Felipe
  ✓
• Sullivan Brothers: provide indication of interest within 2 weeks (~May 20)

  waitingShoppes at San Felipe
  ✓
• Alec Miller (Red Starr): review materials, send questions via Jordan Brustein

  waitingShoppes at San Felipe
  ✓
• Maconda: schedule operational roles discussion with Murphy John within one week

  waitingAwty School
  ✓
• George Vincent: loop Tim into email communications

  waitingNetworking
  ✓
• Search Committee: post updated roadmap to Google Docs for committee comments

  waitingHoS Search Committee
  ✓
• Search Committee: confirm Brown Foundation space availability with Anne

  waitingHoS Search Committee
  ✓