- Economic Series
Rethinking Economics
Present Day Understanding of Economics
within a Threefold Society
Saturday, 19 at 10 am PDT
Come with questions to ask.
Talk will be recorded.
A Five Part Series Presented by:
Daniel Perez & Vincent Hayes of Threefold Capital Corp.
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.
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.
Who will benift from this series?
This series of presentations is for those who have an interest in the themes described, such as the connection between economics, human freedom, ethical individualism, and our soul life, as well as the broader spiritual dimensions of economic life. It’s also suited for individuals who are curious about exploring Rudolf Steiner’s economic insights or who have an interest in specific topics that will be covered throughout the series. Prior familiarity with Anthroposophical ideas is helpful but not required; anyone with an open mind and a willingness to engage with these concepts is welcome.
What will one learn?
Participants will explore the intersection of economics and spirituality, particularly through the lens of Rudolf Steiner’s economic lectures. They will learn how concepts like capital, labor and spirit or mind are integral to a healthy economy and ethical individualism. The course will also introduce spiritual perspectives on economic systems, movements, and challenges, while encouraging participants to rethink economics in a way that integrates both material and spiritual realities. Specific spiritual ideas and impulses from Steiner’s teachings will be discussed, providing participants with a deeper understanding of the spiritual forces at play in economic life.
What will you get from the series?
By the end of the course, participants should come away with a renewed and enriched understanding of economics, not just as a practical or political field, but as one connected to deeper spiritual realities. They will develop insights into how their personal and spiritual lives intersect with economic structures, and they will have new questions and perspectives to guide their thinking on economic issues. The ultimate goal is for participants to gain a more holistic, ethical, and spiritually informed approach to economic life, along with tools for navigating economic challenges with a deeper sense of purpose and understanding.
Meet your presenters
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.
At the heart of his financial efforts is an interest in philanthropy. In that capacity, he served as Chairman of the Board of the CFA, a non-profit focused on teacher training, and is a frequent speaker and writer on the Threefold Social Order, a philosophical approach to the financial interactions grounding society.
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 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.
Series Reading Material
Rethinking Economics
Rudolf Steiner gave this complex sequence of dense, subtle, multileveled lectures and seminars to students of economics in Dornach, Switzerland, during the summer of 1922. The course reflects a lifetime of thinking on the subject and marks the conclusion of his intense five-year period of activism in the service of social, political, and economic issues. During this time, which began as World War I was ending in 1917, he worked tirelessly to promote the cause of what he called “threefolding” (Dreigliederung), by which he meant rethinking the social order on the basis of clear separation and independence of the three fundamental spheres of activity that make up a society.
Rethink Economics Five Part Series Program Description
I. Foundational Concepts in Economics:
- 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.
II. Economic Interactions and Value:
- Why do the buyer and seller of a product both gain value in a fair purchase and sale?
- What are spiritual ideas around investments?
III. Wealth and Capital in Society:
- What are spiritual ideas around wealth transfer and inheritance?
- Why does capital “back up” and become congested and inefficient in land (real estate)?
IV. Cultural and Social Renewal:
- 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?
V. Associations and Cooperation:
- 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?
About Threefold Capital Corp.
Threefold Capital is dedicated to generating superior risk-adjusted returns for our investors through the strategic deployment of diverse fixed income relative value strategies in the market.
Threefold Capital Corp. runs an investment called Threefold Strategies Fund which provide consistent monthly returns, with low volatility and no correlation to the overall market. For more information visit: threefoldstrategies.com
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