Rethinking Economics
Present Day Understanding of Economics
within a Threefold Society
5 PART SERIES
Presented by
Daniel Perez & Vincent Hayes
About the Series
This series of webinars is based on Rudolf Steiner’s economic lectures, as presented in his book of the same title. However, we will not follow the book chronologically. Instead, we will extract key spiritual ideas and impulses. While some prior exposure to Anthroposophical concepts around these topics is helpful, most discussions and presentations will have no prerequisites. We simply request open minds and goodwill.
Much like the question of human freedom, the economic domain is challenging to grasp. We live within its flows, currents, and uncertainties, often attributing political interpretations to related events. Yet, beneath our fears, needs, and desires lie spiritual realities and the interaction of spiritual beings, including the life of our own souls. How, then, do we navigate this complex domain? What questions do we carry? How are human freedom, ethical individualism, and our soul life connected to economic ideas? In rethinking economics, we begin a journey in search of answers.
Series is based on the Book "Rethinking Economics"
Rethinking Economics is essential reading for anyone who wants to understand the true nature of an economy and how it works. Steiner presents the basic elements of what it would take to create a just, socially responsible, and ecologically aware economy today.
About the Presenters
Daniel Perez
Daniel Perez has a career spanning engineering and finance, and is the Founder, Managing Principal, and CEO of Threefold Strategies Fund. Over the last 20 years, Daniel’s quantitative analysis background and focus on algorithm development have enabled strategic thinking in asset allocation and trading development. Following the 2008 financial crisis, Daniel partnered with Optimus Futures and AGN to provide investment algorithms for market analysis and risk controls. Drawing from prior decades of experience as a Principal Software Architect, he developed automated systems that optimized portfolio allocations and investment decisions, leading to the founding of Threefold Strategies Fund and Triform Capital, his family office organization.
Daniel holds a bachelor’s degree in electrical engineering from the University of Rochester and a Top-Secret clearance (TS/SCI) with the DoD where he worked on satellite electronic intelligence. His certifications include quantitative analysis, machine learning, and portfolio management and optimization.
Vincent Hayes
Vincent Hayes is a Founder, Managing Principal and Chief Investment Officer at Threefold Capital Corp. In his role he leads the portfolio management, allocation and research for the firm. Vincent publishes the firm’s monthly investor commentary report, and actively engages internal portfolio managers to assess portfolio construction optimization.
Prior to co-founding Threefold Capital, Vincent was Managing Director and Global Head of Family Office and International Wealth Management at Bank of New York Mellon Wealth Management. He has contributed his insights to publications and media such as Bloomberg, CNBC and FOX business news.
Vincent earned a Bachelors of Business Administration in finance an accounting from Western Michigan University’s Haworth College of Business. He has earned certifications from the University of Chicago in Private Wealth Management and Harvard University in Alternative Investments.
I. Foundational Concepts in Economics
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- INTRODUCTION
- What is capital?
- What are the three types of capital, and why is “gift” capital the most enlivening?
- Flow of values through the economy, products of labor, spirit or mind, and cooperation.
- QUESTIONS & ANSWERS
II. Economic Interactions and Value
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- RECAP + Q/A
- Why do the buyer and seller of a product both gain value in a fair purchase and sale?
- What are spiritual ideas around investments?
- QUESTIONS & ANSWERS
III. Wealth and Capital in Society
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- RECAP + Q/A
- What are spiritual ideas around wealth transfer and inheritance?
- Why does capital “back up” and become congested and inefficient in land (real estate)?
- QUESTIONS & ANSWERS
IV. Cultural and Social Renewal
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- RECAP + Q/A
- What creates a renewal of Cultural Life?
- Why do we tend to think in terms of Socialism as an answer for economic ailments and brotherhood?
- Why do we tend to think of Capitalism in terms of individual freedom?
- QUESTIONS & ANSWERS
V. Associations and Cooperation
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- RECAP + Q/A
- What are associations, and why do we struggle to form concepts around this idea?
- What is “stewardship” and how has this arisen in the modern age?
- QUESTIONS & ANSWERS
About Threefold Capital Corp.
Threefold Capital Corp and the related investment fund, Threefold Strategies Fund, were founded on the basis of providing human-centered, personalized and compelling investment opportunities. As philosophers and humanists, we strive to enable individuals and non-profits to benefit from our investment expertise, supported by our ethical ideals.
Threefold Strategies deploys fixed income strategies that we call “cash plus a premium” because we trade the most highly liquid assets in the market, treasuries. Our approach is founded upon protection of capital (risk) and yet outperformance of the traditional equity markets (return). Further information is available upon request for qualified investors.
For more information visit: threefoldstrategies.com
Legal Disclaimer: The information provided herein is for general informational purposes only and does not constitute financial, investment, legal, or other professional advice. Any investment strategies or recommendations mentioned are of a general nature and may not be suitable for individual circumstances. Before making any investment decisions, you should seek independent advice from a qualified professional. Past performance is not indicative of future results, and all investments carry risks, including loss of principal. The author and publisher are not responsible for any losses or damages arising from the use of this information.
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