Your plant, one of my favorites) is Bush Ivy (Fatshedera lizei). It is important to understand how it grows to use it correctly. Unlike other ivies, it does not have little roots that cling. It must be supported (espalied) on a wall, fence or pergola. As it matures in your zone it will send out branches that could be 12' long and it becomes very heavy so needs a strong support. It can be pruned back and controlled any time of the year. I have grown it on a fence using tiers of grape wire supended through screw eyes and the branches afixed to the wire with single wrap velcro. Also, the entrance to my garden in a former home was a strong arch with Bush Ivy secured to it. In the late winter you will note quite a bit of yellowing and dropping leaves. Normal situation not to worry about. Hopefully you can find a growing situation for this plant. It is a beauty.

I think #1 is Milo http://www.ctahr.hawaii.edu/forestry/trees/CommonTreesHI/CFT_Thespesia_populnea.pdf

You didn't say what yo are planning on using to repot. If you are getting bagged soil, get a bag of perlite. If you can get pumice easily, that would be great instead. Sift it using a kitchen sieve to get rid of the dust & smallest particles, and mix 50/50 with soil. Plant needs good drainage (all succulents do), and good light as mentioned.

Pachyphytum sp.