Archive for December, 2005

Reflecting on 2005 - Q2

Thursday, December 29th, 2005

April:

  • Work at Pantheon continues positively and Jim starts openly questioning my move to China, saying that there’s plenty of money to be made in New York (true) and that the company is clearly on the rise (also true).
  • I have an interesting dinner with John Probandt, discussing the way he’s done business there, aspects of Chinese culture, my plans, and the possibility of working together on projects there - I recommend Del Frisco’s.
  • Great first Seder at cousin Paula’s house. It’s good to get a bigger group of the family together than usual.
  • Great second Seder at Jim’s house where they’re slightly more reform than we are, in a good way.
  • Elsewhere,

May:

  • Jim continues to try to convince me not to go to China, to stay at Pantheon, and finally makes me an offer I couldn’t refuse. I will stay at Pantheon but continue to seek development and acquisition opportunities in China with trips out every two months or so… at least that is the plan.
  • I see Star Wars: Episode III at a 4:40am show in Times Square - it doesn’t disappoint but by the time we’re done with breakfast at Blue Fin, I’m a few minutes late for work despite getting up at 3am. The film has a record opening day gross of $50mm.
  • Ken, Jim, and I represent Pantheon at ICSC in Las Vegas - a fantastic trip, meet a ton of great people and have a great time.
  • Elsewhere,
    • The Downing Street Memo is first published and shown to the public - the document is an internal British government memo explaining their belief that the Bush Administration has sought a way to justify a war in Iraq to the U.S. population and the world since before it entered office;
    • Lenovo acquires IBM’s PC business - the Chinese start their assault on U.S. brand names as they attempt (and succeed at) going up the profitability curve from manufacturer to design and retailing;
    • North Korea fires another test missile into the Sea of Japan - a country displays a continuing weapons program but talk of war by the U.S. is extremely soft compared to that towards Iraq in 2003;

June:

  • I start off the month with my first due diligence trip to Santa Fe, New Mexico. The property looks all right but the deal doesn’t. Santa Fe was great and I look forward to going back.
  • From Santa Fe, I go for a quick visit to Rancho Palos Verdes to see Chaz. He doesn’t move much, his neck is locked in place with a hard collar and he can barely move his right arm but it’s good to see him.
  • The Annual Weekend of Burgers and Beer is, as usual, a success. Jon Wanderer, Chris Szczepanski, Matt Marinzoli and I go back to Matt’s house in Barnegat, NJ. [reminder not to bring more than one change of clothes next year because they’re worthless.]
  • Elsewhere,
    • Apple announces that it will switch to Intel CPU’s from IBM - after bluffing this move for a long time, it came as a small surprise to me and I think it will be interesting to see its effects over the coming years;
    • Michael Jackson is found not guilty on all counts - and so was O.J. I have to admit we did take a break to watch on TV from work; and
    • The U.S. Supreme Court decides in favor of MGM in the MGM v Grokster trial - this is bad news for innovation and innovators.

Reflecting on 2005 - Q1

Thursday, December 29th, 2005

About to leave for a New Year’s weekend trip - one night in Massachusetts and two in Vermont at Sugarbush - so it’s time to reflect before the year is through. It’s been a crazy year.

January:

February:

  • Art Chang throws in a very positive curve ball by deciding it was time for him to leave which basically forced me out of a job. This was somewhat surprising as I had been assured I could stay on, but in the end it saved me from wasting three or four months of my life.
  • A few days later, after discussing my ideal internship to prepare me for moving to China, Art introduces me to Jim Runsdorf and Ken Cohen at Pantheon Properties. Pantheon and the opportunity fit the ideal: a small development firm where I could get involved in the entire deal process from sourcing to close to asset/property management and everything in between.
  • I leave GT Advisory and begin at Pantheon on February 15th.
  • I grew up asking my dad, a commercial and industrial broker, all kinds of questions about the real estate business never thinking I would be working in the industry. Based on that small platform, my somewhat-more-formal education in the business was exponential.
  • The work environment is comfortable while encouraging ambition. If you get stressed out, there’s a hatchet and some wood to take it out on; there’s the terrace for an outdoor meeting or late afternoon drink. It’s a tight-knit group and a great place to be.
  • Elsewhere,

Scary US Voting Facts

Tuesday, December 27th, 2005

20 Amazing Facts About Voting In The United States
By Bob Rowe

This is the stuff revolutions are made of.

Bin Laden vs. US

Tuesday, December 27th, 2005

Fear destroys what bin Laden could not - Robert Steinback

If, back in 2001, anyone had told me that four years after bin Laden’s attack our president would admit that he broke U.S. law against domestic spying and ignored the Constitution — and then expect the American people to congratulate him for it — I would have presumed the girders of our very Republic had crumbled.

Blog Thoughts

Monday, December 26th, 2005

Organizing my thoughts and trying to figure out what I want to make this thing work. This is an email I sent to Zach on December 21st explaining what/where my thoughts were:

Things I want to be able to do:

  • Categories
  • Lists (books, movies, music, links, etc.)
  • Non-blog pages
  • Maybe RSS (I think mostly so that I can have it on my individualized Google page so that it will remind me to post)
  • Would love to be able to use a toolbar to highlight text on a page and automatically blog it with the link the way you can with blogger. I know WordPress can use the blogger API but I’m not sure if you can do this. Any ideas?
  • Get rid of comment spam
  • Stat tracking – click throughs, page visits, etc.
  • I’m sure I’m missing some stuff but that’s basically where it starts.

As a programmer, I don’t think I want to be locked into one of the hosted solutions, with blogger being the obvious choice. I’d also like to be able to easily throw up non-blog pages w/o it being a big deal.

Of the software packages, I’m heavily leaning towards WordPress right now – flexibility, ease of setup and open source all key.

I’m very comfortable in a unix/linux environment and have practically zero experience with windows servers so my choice there is pretty easy. Also, I have no PHP or ASP experience right now so I’m going to be learning one either way. This is also a reason not to pick WordPress (coded in PHP) but I’ll learn.

The WYSIWYG packages and “you don’t need to ever touch the code” stuff doesn’t really entice me even though I don’t see myself doing a lot of coding for a while.

MT is enticing and I have a feeling that I would have chosen it had I started two years ago or so. I didn’t research the project enough to know everything that’s going on with it right now but it looks like the free version is no longer being updated and it’s not open source. I also read that it can be more difficult to setup.

As far as hosting goes, I’m looking at the most basic plans on DreamHost and MediaTemple but haven’t gotten tremendously far in that research. GoDaddy somewhat scares me. Shared hosting is obviously more than fine with me.

Since then, Performancing released their fantastic Firefox extension which solves the “blogger API” / toolbar problem discussed above and I settled on DreamHost and WordPress. One holdup was that I decided to wait for the WordPress 2.0 release to avoid any upgrade issues since it was only a couple days away anyway. So far so good…