Personal Assistant

Today is Tuesday, May 19. Stale projects: UST Satellite System, Family Therapy — Danielle Situation, +5 more. 2 Slack captures waiting to process. 12 Personal tasks open.

Tasks

Work (1)

Create consolidated findings repository for Flows Attribution analysis

Due 2026-07-10

Personal (12)

Take next monthly Voyxact shot

Due 2026-06-06

Kalle: Create NCSA recruiting profile

Due 2026-06-07

Coordinate with NT coaches on on-water video filming for recruiting

Due 2026-06-07

Calyx: email CU Club Soccer to introduce himself and ask about tryouts/preseason

Calyx: open and set up SoFi account

Calyx: review CU Boulder clubs and student support services

Calyx: ROTC discussion and research (Army Golden Buffalo Battalion + AFROTC Det 105)

Re-evaluate SAT/ACT prep approach for Lina — back to the drawing board

Calyx: take CU math and english placement assessments

Calyx: determine if CU chemistry placement assessment is required

Calyx: lock credit at all three bureaus (Equifax, Experian, TransUnion)

Therapy - determine modality (ACT, Schema, DBT, MCT) and find provider

Active Projects

Kalle's College Rowing Recruitment

Personal

Manage the complete college rowing recruitment process for Kalle Hoover (Class of 2028) — school research, tiering, outreach, camps, mentor search, and communications

Updated: 2026-05-12

Next Actions:

  • Week 1: Lina sets up all 7 recruiting platforms per outreach/digital-presence-checklist.md (USRowing, Concept2, NCSA free, SportsRecruits, Rowing Recruit Portal, YouTube unlisted, rowing-specific Instagram)
  • Week 1: Shane extracts Midwest J8+ race clips from livestream → video-library/midwest-2026/

UST Satellite System

Work

Design a systematic UST trading approach to complement the Flow Strategy, combining trend following with month-end effects

Updated: 2026-03-19

Next Actions:

  • Supply background data and constraints
  • Define universe and signals

Calyx CU Boulder Prep (Fall 2026)

Personal

Coordinate the pre-arrival and freshman-year setup for Calyx at CU Boulder — academic posture, financial setup, identity/credit hygiene, club/ROTC exploration, and ongoing logistics through move-in and first semester.

Updated: 2026-05-19

Family Therapy — Danielle Situation

Personal

Find a therapist in Colorado Springs to help Shane, dad, and step-mom navigate how to handle Danielle (half-sister) — currently homeless, husband incarcerated, chronic job instability, substance abuse history, suspected untreated mental health/medical issues. Family needs professional guidance on boundaries, enabling vs. helping, and whether/how to intervene.

Updated: 2026-05-10

Next Actions:

  • NEXT: Call Will Walls (719) 362-0558 — ask about CRAFT group schedule and individual/family therapy availability
  • Call Steven Earll (719) 528-1929 — check availability and fit

Project Hawk

Personal

Manage dad's prostate cancer treatment and navigate Danielle's situation (homelessness, unemployment, potential drug use)

Updated: 2026-04-03

Next Actions:

  • Find family therapist to talk about Danielle
  • Talk to estate attorney to schedule time to work on dad's estate

Automated Portfolio Trading System

Personal

Build end-to-end autonomous trading system with production deployment, API execution via Alpaca, and automated reporting

Updated: 2026-03-19

Next Actions:

  • Create master blueprint document outlining all steps to live system
  • Set up Alpaca (or similar) API connection and authentication

Tarpeyo Clinical Deep Dive

Personal

Produce a rigorously cross-checked clinical research dossier on Tarpeyo (budesonide DR) to inform Shane's decision after likely Voyxact insurance denial, and to prepare informed questions for his nephrologist. Triple cross-check methodology: source-anchored writing + triangulation + independent two-pass verification.

Updated: 2026-05-12

Next Actions:

  • [done] Set up project folder structure
  • [done] Phase 1 - Primary research drafting (3 parallel Sonnet subagents: monograph base, efficacy/safety/RWE, Fabhalta comparator)

Flows Trade Strategy — Full History Attribution Analysis

Work

Conduct comprehensive return attribution analysis since fund inception to identify tenor-specific performance, auction vs wing day dynamics, return concentration patterns, and optimize strategy structure

Updated: 2026-03-19

Next Actions:

  • Pull full fund history data since inception
  • Replicate auction day vs wing day attribution analysis

Wealth Agent

Personal

Custom personal wealth management agent that provides consolidated wealth visibility across entities, estate plan intelligence, and tax planning/liability tracking as a complement to CPA

Updated: 2026-03-04

Next Actions:

  • Discuss ~$2.7M individually-titled accounts with Feinberg — retitle into trusts?
  • Confirm beneficiary designations on 3 retirement accounts (SEP, 401k, Composer IRA)

Claude Code - Phase 3 Use Cases & Documentation

Work

Document what's being built with Claude Code and identify potential Phase 3 use cases

Updated: 2026-03-19

Next Actions:

  • Discuss CC strategy with Ethan during Florida trip (March 10-13)
  • Inventory current CC utilization across team