BOSTON, MA | AUG 4-5, 2018
SCHEDULE OF EVENTS
BOSTON RED SOX vs NEW YORK YANKEES
SUNDAY, AUGUST 5, 2018
Excitement is in the air. Today is the start of the 4 game series between 2 of the best teams in MLB and perennial fierce rivals. The Sox are 5.5 games up and both teams are on pace for 100+ wins and potential record breaking seasons. Boston is the best team in baseball right now but the intensity is heating up in Beantown as the Yankees are in town and we come down towards the final home stretch. Sunday’s weather is expected to be a beautiful 85 degrees during the day and in the low 70’s at game time; perfect summer weather for a tour of Boston on the Duck Boats, lunch on the water and for soaking in the magic of Fenway Park. And to top it off, David Price is most likely pitching for the Sox on Sunday!
For those coming on Saturday, it is expected to rain during the day but clear up by night time. Jennifer and I will arrive at the Taj around 4pm and the plan is leave the hotel around 7pm. We’ll walk to Abe & Louie’s just up the street for cocktails & dinner.
For those coming on Sunday, we’ll be at Legal Seafood (Harborside location) from 1pm till approximately 3 so if you get in on time please meet us there. Otherwise, the plan is to leave the Taj around 4:45pm to venture over to Fenway Park for the tour of the facility, batting practice with on field access, and dinner & drinks in the suite.
Again, the hope is to have a fun, relaxing, and casual weekend so please come prepared to have a blast. Please click the following link to access a schedule of events with pertinent details and the client roster for the weekend: Red Sox Weekend Booklet.
If you have any questions, my cell phone is 214-766-5283 and Jennifer’s is 214-354-6820. Safe travels and see you in Boston.
Standings
as of August 3
All,
We look forward to seeing you in Boston and delighted you are able to join us. With the trip about a week away, we would like to provide a rundown of the pertinent details. The weather is expected to be in the low to mid 80’s during the day and low 70’s at night. This will be a fun casual event so please pack your casual attire (shorts, t-shirts, jeans whatever). Our goal is for you to enjoy a relaxing weekend and take in all that Boston has to offer.
Saturday, August 4th:
3:00 pm Check into hotel – Taj Boston, 15 Arlington St, Boston, MA 02116 - Phone: (617) 536-5700. Reservations are made for each of you under your own names. And for Sunday only if you are joining us on Sunday. The hotel is adjacent to the Boston Public Gardens, Copley Square and the base of Newbury Street (Rodeo Drive of the East) for those of you that owe your wives a small present after the weekend getaway.
7:15 pm Dinner at Abe & Louie’s Boston, 793 Boylston St, Boston, MA 02116 – Phone: (617) 536-6300. 5 minute walk from the hotel.
Sunday, August 5th:
11:00 am Duck Boat Tour – Starts at the Prudential Center - 53 Huntington Ave, Boston, MA 02199. We need to be there 15 mins early and it’s a 10-15 min walk from the hotel.
1:00 pm Lunch at Legal Seafood - 270 Northern Ave, Boston, MA 02210. Phone: (617) 477-2900. For those flying in on Sunday we’ll see you there, feel free to come straight from Logan airport.
4:45 pm Depart from Taj to Fenway Park for batting practice and tour of the ballpark. As some of you may already know Sam Kennedy, the President and CEO of the Red Sox, is my childhood friend is the so we will be on the field for BP and most likely have an opportunity to catch some pop ups in the outfield if you like.
7:00 pm Gourmet dinner to be served in Gosling’s Dark ‘N Stormy Boardroom Suite, I would imagine Sam will be stopping by.
8:05 pm Game Time – Red Sox vs Yankees – we will watch the game from the Boardroom Suite. Here’s what happened last time they played: Red Sox Yankees April 2018
Monday, August 6th:
12:00 pm Check Out time at the Taj and fly home
Gentlemen,
To the right is the itinerary for the Boston Red Sox weekend. At your earliest convenience please let me know who is flying in on Saturday and who is just coming on Sunday. The hotel needs a head count for each night so please let me know your intentions.
ITINERARY BOSTON
SATURDAY, AUGUST 4
JASON & JENNIFER ARRIVE - CHECK INTO TAJ HOTEL 15 ARLINGTON ST - BOSTON, MA 02116
DINNER AT ABE & LOUIE’S BOSTON 793 BOYLSTON ST - BOSTON, MA 02116
SUNDAY, AUGUST 5
DUCK BOAT TOUR
LUNCH AT LEGAL SEA FOODS HARBORSIDE
FENWAY PARK - BATTING PRACTICE & BALLPARK TOUR
DINNER SERVED IN GOSLING’S DARK ‘N STORMY BOARDROOM SUITE
GAME TIME - RED SOX VS YANKEES
MONDAY, AUGUST 6 7:15PM 11:00AM 1:00PM 5:00PM 7:00PM 8:05PM 12:45PM 3:30PM
JASON & JENNIFER FLY BACK TO DALLAS
All,
I want to cordially invite you to a private event Jennifer and I will be hosting on August 4th and 5th in Boston for a small intimate group of special clients. We have a luxury box for the Boston Red Sox vs the hated New York Yankees Sunday night at Legendary Fenway Park. We will also have a dinner on Saturday night, for those who can escape for 2 nights, and will provide accommodations in Boston for 2 nights at the Taj which is the historic former Ritz Carlton Hotel at the Boston Commons. We hope you can make both the dinner and the game but if you can only come Sunday for the game that’s fine as well. Everything will be provided except for airfare. Please let me know if you are able to join us!
SUNDAY, AUGUST 5, 2018 @ 8:05PM
LEGENDARY FENWAY PARK
HOTEL ACCOMMODATIONS PROVIDED AUGUST 4 & 5, 2018
PRIVATE CLIENT EVENT HOSTED BY JASON VITORINO & JENNIFER PIERSON
CLIENT ROSTER & BIOS
SUNDAY, AUGUST 5, 2018
Mark Billeaud
Partner at Summit Real Estate Group
St. Louis, MO summitstl.com
L. Mark Billeaud is a Partner of Summit Real Estate Group and manages multiple aspects related to fund’s investments, inclusive of deal sourcing, acquisition review and asset management.
Mr. Billeaud has been in the commercial real estate business since 1989 with a broad background in development, leasing, acquisitions, dispositions and construction. Prior to joining Summit, Mr. Billeaud was a partner with Maune Development Company in St. Louis which developed and acquired a portfolio of 1 million square feet and $55 million in value in a five year period.
Before joining Maune, Mr. Billeaud was Vice President of the St. Louis Industrial Business Unit of Duke Realty (NYSE: DRE). During his six years at Duke, Mr. Billeaud was involved in the leasing, acquisition and development of an industrial portfolio that eventually grew to over 4.25 million square feet.
Prior to Duke Realty, Mr. Billeaud was a Vice President with Trammell Crow Company in its St. Louis office, involved with general brokerage, office and industrial product leasing, and investment sales. Mr. Billeaud’s career in real estate includes lease transactions totaling over $335 million since 1998 and acquisitions and development totaling over $250 million since 1998.
Mr. Billeaud is on the board of Jubilee Christian Development Corporation, (JCDC) a St. Louis inner city non profit organization. JCDC works with men of the community to bridge the cultural poverty gap by helping to build character and life skills through the company sponsored businesses of commercial lawn care and residential rehab and construction. Mr. Billeaud offers his commercial real estate expertise and guidance to JCDC board members and clients in these two businesses.
Mr. Billeaud received a Bachelor of Science in Finance from Ohio State University.
Experience
Summer Real Estate Group
Partner
April 2009–Present
St. Louis, MO
Maune Development Company
Partner
2003-2009
St. Louis, MO
Duke Realty Corporation Vice President
1998-2003
St. Louis, MO
Trammell Crow Company Vice President
1995-1998
St. Louis, MO
Education
The Ohio State University Bachelor of Science, Finance 1984-1989
Stuart Brackenridge
Senior Vice President of Acquisitions at Westwood Financial Dallas, TX westfin.com
Stuart Brackenridge serves as the Senior Vice President of Acquisitions at Westwood Financial. In his role, Brackenridge has overseen the expansion of the company’s retail portfolio and spearheaded strategic acquisitions in top metropolitan markets throughout the nation
Brackenridge brings over 25 years of real estate investment expertise, specifically in grocery-anchored shopping centers. Prior to Westwood, Brackenridge served in acquisitions and development roles at Regency Centers for 20 years, where he was responsible for sourcing, underwriting and closing core grocery-anchored retail centers across the country. He will divide his time between Westwood’s Dallas and Los Angeles offices, but will be based in Dallas.
Brackenridge holds a bachelor’s degree in management from the University of North Texas and holds an MBA in real estate from Texas A&M University.
Experience
Westwood Financial
Senior Vice President - Acquisitions
May 2017–Present
Trademark Property Company
Acquisitions - Contract
July 2016-Feb 2017
Regency Center
Vice President of Transactions
2007-February 2016
Vice President Investment Services
2001-2007
Project Manager
1999-2001
Acquisition Analysis
1997-1999
Education
Texas A&M University
Master Degree, Real Estate 1991-1993
University of North Texas Management 1984-1989
Robert Dorazil
President at United Commercial Development
Dallas, TX
ucdcorp.com
United Commercial Development, founded in 1988, has acquired or developed approximately five (5) million square feet of retail shopping centers. We specialize in grocery anchored shopping center development with our main focus being the Dallas/Fort Worth metroplex.
United Commercial Development has emerged as one of the leading commercial developers in the Dallas/Fort Worth area. The combined experience of the United Commercial Development team led by principal and president Robert Dorazil has engaged the company in various successful projects.
Experience
United Commercial Development
President
Jan 2008-Present
Rosebriar Holdings Corporation
President
Apr 1994-Jan 2008
Education
University of Texas at Austin
Gary Dragul
GDA Real Estate Services
Denver, CO
gdarealestateservices.com
Gary Dragul is the President and Founder of GDA Real Estate Services, LLC, a commercial real estate acquisitions company in Greenwood Village, Colorado, that acquired and actively works on day to day leasing for over 84 properties in Arizona, California, Colorado, Oregon, Washington, South Carolina, Ohio, Georgia, Kansas, Missouri and Texas. In 2007, GDA acquired approximately $200 million of shopping centers and subsequently $150 million of Shopping Centers in 2008. During the past twelve months, GDA acquired approximately $64 million and historically has purchased 10 – 15 shopping centers every year. Gary has been involved in the commercial real estate business for 27 years, closing transactions in excess of 1.5 billion dollars.
Gary Dragul graduated from The University of Denver in Denver, Colorado in 1984 with a degree in finance. Gary is married to his high school sweetheart Shelly and they have three wonderful children — Sam, Spencer and Charli.
Dan Lovitz
Senior Vice President of Acquisitions at VEREIT Scottsdale, AZ vereit.com
Dan Lovitz serves as Senior Vice President of Acquisitions at VEREIT, Inc. In this role, his responsibilities include managing the singletenant retail acquisition efforts of multiple owned and managed real estate portfolios by building and maintaining strong relationships within the industry. Prior to joining the firm, Mr. Lovitz served as Senior Vice President, Acquisitions at Agree Realty Corporation, where he was responsible for sourcing and negotiating all company acquisitions nationwide. Mr. Lovitz has also served as Senior Director of Cole Real Estate Investments and Acquisition Manager at Equity One, Inc. Mr. Lovitz has more than 11 years of commercial real estate experience and has completed more than $2 billion in commercial real estate transactions. Mr. Lovitz earned a Bachelor of Science degree in regional development with a minor in urban planning from the University of Arizona.
Experience
VEREIT, Inc.
Senior Vice President - Acquisitions
May 2016–Present Scottsdale, AZ
Senior Director of Acquisitions
Dec 2011-Nov 2014 South FL
Agree Realty Company
Senior Vice President - Acquisitions
Nov 2014-May 2016 Bloomfield Hills, MI
Equity One, Inc
Acquisitions Manager
Oct 2009-Dec 2011 Miami, FL
Cole Capital Senior Acquisitions Associate June 2005-Oct 2009 Phoenix
Education
University of Arizona Regional Development & Commercial Real Estate 2000-2004
Ryan Price
Chief Financial Officer at Firebird Restaurant Group
Colleyville, TX firebirdrg.com
Ryan Price has returned to the Firebird Restaurant Group as Chief Financial Officer. Ryan started his career in commercial banking in 2004. He worked with Karns Commercial Real Estate (KCRE) to finance the acquisition of the Burleson El Fenix property, the opening of the Meso Maya at Preston and Forest, and the acquisition of Sunrise Mexican Foods. He originally joined the Firebird team in July 2011 as an Asset Manager for KCRE. During his tenure at Firebird, Ryan assisted in the acquisition of the Akard properties, a portion of the land around the downtown El Fenix, and the redevelopment of Faith Village in Wichita Falls.
Experience
Firebird Restaurant Group
Chief Financial Officer
Dec 2017–Present
Dallas/Fort Worth, TX
Patterson Foods
Texas Meat Packers
Chief Financial Officer
Nov 2014-Present
Dallas/Fort Worth, TX
Karns Commercial Real Estate
Vice President - Asset Management
Jul 2011-Oct 2014
Dallas, TX
El Fenix/Firebird Restaurant Group
Corporate Finance
Jul 2011-Oct 2014
Dallas, TX
Northstar Bank of Texas
Assistant Vice President
Aug 2010-Jul 2011
Denton, TX
Park Cities Bank
Senior Credit Analyst
Jan 2010-Sep 2010
First National Bank Southwest
Commercial Lender
Feb 2006-Oct 2009
Colonial Bank
Senior Credit Analyst
Aug 2005-Feb 2006
Frost Bank
Associate Relationship Manager
May 2004-Jun 2005
Education
University of Texas at Arlington BBA, Finance 1999-2004
Don Provost
Alberta Development Partners, LLC
Denver, CO albdev.com
Donald G. Provost is the founding principal of Alberta Development Partners, LLC. Mr. Provost has more than 19 years of real estate experience with his efforts focused on retail, mixed-use land development and master-planned communities. Mr. Provost leads the team on the execution of current projects and the creation of new opportunities. He focuses primarily on capital formation, entitlements, anchor tenant leasing, acquisition and disposition, and financial and market analysis for real estate investments. He has secured debt and equity financing from both institutional and private equity sources for retail, office and land development transactions.
Mr. Provost is actively involved in the International Council of Shopping Centers where he serves as Western Division Vice President and Trustee, as well as the Urban Land Institute and the National Association of Industrial and Office Properties.
Tony Ramji
President & CEO at Victory Real Estate Group
Dallas, TX victoryrealestategroup.com
Tony Ramji is founder and CEO of Victory Real Estate Group, one of the most active and largest commercial development and investment firms in the Dallas-Fort area. Under Mr. Ramji’s leadership, the firm annually leads dozen of major developments throughout Dallas-Fort Worth.
Mr. Ramji has more than two decades of experience successfully building companies from the ground up. Prior to founding Victory Real Estate Group, Mr. Ramji launched a retail concept in Dallas and successfully grew the company to more than 120 locations across the eastern region of the United States. Additionally, he has led international business development representing clients in prestigious financial epicenters such as Dubai, Abu Dhabi and London. Mr. Ramji sits on the executive board of the Dallas Golden Investment Club (DGIC), a non-profit investors association. Mr. Ramji is also a member of the Tiger 21, an elite group of peerto-peer, high net worth investors. He resides in Dallas and dedicates his spare time to his family, as well as supporting Arie’s Piece, a non-profit organization committed to helping families with autistic children.
Experience
Victory Real Estate Group
President & CEO
Jan 2005-Present
Main Street Construction
President & CEO
Jan 2012-Aug 2015
Zoom Dry Cleaning
President & CEO
Jan 2011-Aug 2015
Education
University of Texas at Arlington BBA 1991-1994
Scott D Remphrey
President at the Brytar Companies Dallas, TX brytarcompanies.com
Since founding Brytar, Inc in 1996, Scott Remphrey has invested his time extensively to further strengthen his initial goal of serving client, investor and tenant interests throughout the entire process of acquisition, development of and completion of each unique project by imparting his extensive real estate experience and commitment to excellence.
Prior to the Commercial Real Estate business, Scott was a highly rated Sales Representative/Executive for International Business Machines (IBM) Office Products Division after graduation from SMU in 1979.
As a leader in the commercial real estate industry, Scott has been active in the National and Texas Association of Realtors, the North Texas Commercial Association of Realtors (NTCAR), the Urban Land Institute, the National Association of Industrial and Office Parks (NAIOP) and the International Council of Shopping Centers (ICSC). His community involvement is no less extensive. He currently serves on the Board of Directors for the Clayton Dabney Foundation for Kids with Cancer (and was
Experience
The Brytar Company
President/Principle
1996–Present
Dallas/Fort Worth, TX
Southwest Properties Group
Executive Vice President
1989-1997 IBM Marketing Rep Dec 1979-Jun 1983
awarded the exclusive ‘Apex Award’ and the ‘Gift of Giving Back’ awards) and also serves on the Board of the Texas NF (Neurofibromatosis Foundation) and has been the successful sitting Chairman for Dining Out in Dallas since 2008 which is NF’s biggest fundraiser. Scott is also a past Board member of the SMU Mustang Club, a committee member with Special Olympics and previously has been involved with additional fundraising efforts for the YMCA, St. Rita School, Christ
The King School, Bishop Lynch High School and the Susan G. Komen Breast Cancer Foundation.
Scott has recently also been involved civically as a selected member on the Mayor of Dallas Downtown Preservation Solutions Task Force. Preservation Texas awarded Scott and the Task Force with the 2016 prestigious ‘Preservation Texas Alamo Award’. Scott also currently serves as a select member on the Downtown Dallas Preservation Solution’s Committee. Scott has also served for the past 2 years on the Chad Morris/Jerry Levias SMU Golf Classic Football Fund Committee for fund raising for the SMU football team.
Scott is a 1979 graduate of SMU with a BBA, and is married to Laurin, with two children, Bryan and Tara (the source of the name Brytar).
Education
Southern Methodist University
BBA, Business/Psychology 1977-1979
Alan Shor
Co-founder and President at The Retail Connection, L.P. Dallas, TX theretailconnection.net
Alan P. Shor, a co-founder of The Retail Connection, L.P. in January, 2004, serves as its President and Co-Chairman of the Board of Directors. Alan is involved in the strategic direction and day-to-day operations of the company and also leads its investment and merchant banking business. He is an operating partner with Parallel Investment Partners, a leading private equity firm in the retail investment space. Alan was formerly a Board member of Teavana Holdings and is currently a member of the Board of Directors of Mealey’s Furniture, Inc., a regional furniture store chain and USA Discounters Inc., a national retailer uniquely positioned to serve military and government employees. He also serves on the advisory board for European Wax Center.
Prior to launching The Retail Connection, Alan served as President, Chief Operating Officer and a member of the Board of Zale Corporation, North America’s largest specialty retailer of fine jewelry with 2,300 retail locations throughout the United States, Canada, and Puerto Rico. Alan joined Zale in 1995 as its Senior Vice President, General Counsel and Secretary. Prior to joining Zale, he spent 12 years with Troutman Sanders, an international law firm, where he built a strong track
Experience
The Retail Connection, L.P.
Co-Founder & President
Sep 2003-Present Dallas, TX
Zale Corporation
President/Board Member
1995-2003
Troutman Sanders LLP
Managing Partner
Nov 1993-Jul 1995
Washington, DC
Partner/Attorney Sep 1983-Nov 1993 Atlanta, GA
record of advising the senior management teams of Fortune 1000 companies. Alan was the Managing Partner of the firm’s Washington, D.C. office at the time of his departure.
Alan is active in a number of professional and charitable organizations and is an adjunct professor at the Edwin L. Cox School of Business, Southern Methodist University. He is a member of the World President’s Organization, National Retail Federation and International Council of Shopping Centers. Alan served on the Board of Directors of UPLIFT Education, a charter school initiative and was the Chairman of the Board of Directors for the Aaron Family JCC from 2009-2011.
Alan graduated with honors from both the University of Georgia and University of Georgia School of Law.
Education
University of Georgia School of Law
1980-1983
University of Georgia
1976-1980
Jason Vitorino
Jason Vitorino, Managing Parter at STRIVE, focuses exclusively on retail investment sales, including both single-tenant and multi-tenant properties throughout Texas and the Southwest. Jason has closed 715+ transactions valued nearly $3 Billion in sales, consistently ranking him among the top agents in Texas and throughout the country.
Previously a Senior Vice President for a publicly traded firm, Jason consistently ranked in the top 1% company wide. During his tenure he earned 7 Chairman Club Awards, 12 National Achievement Awards and 13 consecutive Sales Recognition Awards.
Jason grew up in Boston and graduated from the University of Maine with a Bachelor of Business Administration, with an emphasis in Finance. In 1999, he was the assistant captain of the NCAA Division I National Champion UMaine hockey team. Jason and his wife Alisa enjoy traveling, trying new restaurants, and dining with friends. They reside in Plano, TX and have three children; two young daughters and a son: Skylar Gisele, Taylor Isabela, and Hudson Cristiano.
Jennifer Pierson
Jennifer Pierson, Managing Partner of STRIVE, began her career in Arizona while in school at Arizona State University obtaining her degree in Real Estate Finance. She then went on to spend 21 years as an investment sales professional at CBRE. Jennifer was named ‘Rookie of the Year’ her first year at CBRE and was a Top 20 Producer in Dallas/ Fort Worth virtually every year after that. She was also ranked as a Top 200 Producer nationally as well as a member of the Colbert Coldwell Circle, an honor reserved for the top 1% of sales professionals at CBRE.
From 2010-2013, Jennifer was asked to lead the United States Private Capital Investment Group at CBRE with more than 300 brokers across the country reporting to her. She did this while maintaining her investment sales practice. During her tenure as Managing Director of the Private Capital Group, Ms. Pierson exceeded performance expectations in both recruiting and revenue growth, as well as continuing to be a top performer in her investment sales business.
In 2015 Jennifer made the decision to fulfill a lifelong goal of owning and operating her own retail investment firm. Pierson Retail Advisors helped property owners and investors achieve maximum value in the disposition of their commercial real estate assets. She since has merged companies with another dominant company in the market, The Vitorino Group, led by Jason Vitorino. Together Jason, Jennifer and their teammates are a force to be reckoned with in the DFW market place and call themselves STRIVE.
Jennifer loves to ski, paint, travel and spend time with her friends and family. Jennifer lives in Dallas with her husband and two children, Creighton and Lucy.
