Presentation to the Financial Planning Association about what money and investment means to the different value systems.

1. 11
The MEMEnomics Group
Redefining Capital for the Integral Age
A VALUE SYSTEMS VIEW ON WHAT LIES BEYOND
FINANCIAL SUCCESS
Said E. Dawlabani
Cultural economist, author & theorist
April 22, 2015
1

2. “When man is finally able to see himself and the world
around him with clear cognition, he finds a picture far more
pleasant. Visible in unmistakable clarity and devastating
detail is man’s failure to be what he might be and his misuse
of the world. This revelation causes him to leap out in search
for a way of life and a system of values, which will enable him
to be more than he has been. His values now are of a different
order from those at previous levels: They arise not from selfish
interest but from the recognition of the magnificence of
existence and the desire that it shall continue to be.”
--CLARE W. GRAVES
Developmental Psychologist
Author Of The Never Ending Quest
& The Levels Of Existence Theory
1
Redefining Capital for the Integral Age

3. Redefining Capital for the Integral Age
 Each level has its own set of morals, ethics,
beliefs, behaviors, codes of conduct,
worldviews and preferences.
1
 A hierarchically-ordered set of developmental levels.
 Entire system is self-organizing and
always open to change.
 Each level has its own unique
neurology, psychology and sociology.
 Life challenges force the movement
of an individual or a group to higher or
lower levels of existence in order to cope.
 Healthy individuals and cultures are those who
transcend lower order values, but include them
in their total mosaic of values.

4. “I call my model the Emergent
Cyclical, Double-helix Model
for adult bio-psycho-social
system development.”
“Just as genes are to biological
DNA, memes are to culture DNA.
They are ideas and behaviors,
that propagate themselves
through imitation.”
“I propose the existence of another kind of wave like meta-meme,
a systems or values meme that not only defines individuals, but
groups and cultures”
History of Value Systems, Memes, & VMEMEs
EXPLAINING THE VIRAL NATURE OF HOW IDEAS AND VALUES SPREAD
1
Evolutionary biologist
Richard Dawkins
The Selfish Gene, 1976
Developmental psychologist
Clare W. Graves, PhD.
The Futurist, 1974
Developmental Psychologist
Don Edward Beck, PhD.
Spiral Dynamics, 1996

6. GDP
GROWT
H
1

7. 1

8. FIRST
SECOND TIER VALUE-SYSTEMS
T H E M A G N I F I C E N C E O F E X I S T E N C E E
F I R S T T I E R VA L U E - S Y S T E M S
T H E S U B S I S T E N C E E T H I C
THE BIO-PSYCHO-SOCIAL MAP
OF THE HUMAN EXPERIENCE
Survival
Sense
Tribal
Order
Powerful
Self
Absolute
Order
Egalitarian
Order
Enterprising
Self
Integrated Self
TURQUOISE
2
3
4
5
6
7
8
1
1
Global Order

9. SURVIVAL SENSE: Automatic-instinctive.
8
7
6
5
TRIBAL ORDER: Kinship, Mystical, Family Bonds,
Loyalty to Chief.
POWERFUL SELF: Heroic, Impulsive, Exploitive,
Egocentric and Guilt-free.
ABSOLUTE ORDER: The One True Way. Law and
Order, Rigid Ideology, Discipline, Righteous Living.
GLOBAL ORDER: Holistic & intuitive. Meshing of
Mind & Spirit. Global Brain & Global Commons.
Interconnected, & interdependent
ENTERPRISING SELF: Strategic, competitive, driven,
scientific, self-reliant, manipulative, and risk-taking,
INTEGRATED SELF: Big Picture, complex systems,
multiple realities, functional & evolutionary
flows. Flexibility & spontaneity
EGALITARIAN ORDER: Seeks Peace and Consensus.
Humanitarian, Egalitarian, Harmonious and
Communitarian
THE EIGHT VALUE SYSTEMS
Summary, % Global Population & Organizational Structure
<1%
5%
10%
16%
22%
32%
15%
0%

10. Redefining Capital for the
Integral Age
How to Emerge From the Drudgery of
Mathematical Models
1

11. CURRENT VALUES & THE LIMITS OF FINANCIAL CAPITAL
5% <1% 5-7%
10% 3% 10-12%
16% 31% 50-55%
42% 12-15%
21% 4-7%
<2% 2-3%
69%
COMBINED
SYSTEMS
PERCENT
WORLD
POPULATION
PERCENT
CO2
FT. PRINT
PERCENT
GLOBAL
GDP
FINANCIALCAPITAL
HUMANCAPITAL
NATURALCAPITAL
1
TOWARDSMORECONSCIOUSCAPITAL

12. Hierarchical & Rigid Horizontal & Circular Functional & Distributed
Too Big to Fail best model
for cost & efficiency
Big is evil. Prefer small
& community -based
Size based on function. Failure
occurs naturally without affecting
the entire organism.
Concentrated Wealth Happiness trumps
wealth
Distributed opportunity for
Prosperity
Proprietary & Secretive We all share f(Collaborative & Open Source)
Manipulate to Succeed Deepen human bond Innovate & Disrupt
Wall Street
&
Private Equity
Mutually owned
enterprise. Local co -
ops, funders of web
1.0
Silicon Valley, Venture Capital,
Direct Investors with hands -on
knowledge. Crowd -funding
Subsistent –Exhaustible Partially sustainable Sustainable & Renewable
T R A N S I T I O N I N G C O P O R AT E VA L U E S T O M E E T
C A P I TA L N E E D S O F T H E I N T E G R A L A G E
THROUGH 6TH LEVEL
“EGALITARIAN” VALUES
(HUMAN CAPITAL)
TO 7TH LEVEL“BIG PICTURE”
FUNCTIONAL VALUES
(NATURAL CAPITAL)
1
FROM 5TH LEVEL
“STRATEGIC” VALUES
(FINANCIAL CAPITAL)

13. 1600’s 1800’s 1860’s 1920’s 1930’s 1940’s 1950’s 1960’s 1970’s 1980’s 1990’s 2000’s 2010’s 2020’s
The Fifth MEMEnomic Cycle
Sustainability Thru Functional Capitalism
Aligning the Healthy values of the
“Subsistent Ethic” Towards
Economic activities
for the Integral Age
LEVELOFVALUESYSTEMACTIVATION
WEST IS
HERE
T I M E O F A P P E A R A N C E O F L I F E C O N D I T I O N S
1

14. The MEMEnomics Platform for
Functional Capitalism
1. Defining Governance of the
Seventh Level System.
2. Moving the Digital Economy
to “Big Picture” values.
3. NATURAL CAPITAL and the Future
of Money.
4. The Distributed Intelligence Model
of the Third Industrial Revolution
5. Redefining Corporate Sustainability.
Redefining Capital For The Integral Age
1

15. Harper Reed
Technology Director
for President Obama’s
2 election campaigns
Elizabeth Warren
US Senator, Massachusetts
Outspoken critic of the
Banking industry
Paul Volcker
Past Fed Chairman
Head of President Obama’s
Chicago Group
David Stockman
Reagan’s Director of OMB
Outspoken critic of
Wall Street after being
an insider
The Winter of Our (political) Discontent
How to move Government from an arrested stage to a Functional state
(Governance)
1

16. Functionalizing the Bits & Bytes
of the Digital Economy
(information)
SIXTH LEVEL GREEN
(First Tier)
SEVENTH LEVEL YELLOW
(Second Tier)
Democratization of Information Functionalization of Knowledge
Big Data (raw and unstructured) Big-Picture Structured
Analytics
Digital-Virtual-App based
Digital-Mechanical-
Macroeconomic based
Proprietary to Information
Economy
Pervasive & Disruptive to all
economic sectors in accordance
with Big-Picture values
F
R
O
M
:
T
O :
1

17. Defining a Seventh Level
Financial System
Making Money Functional
(finance)
 CENTRAL BANKING
 From Centralized Fifth level values to Decentralized,
Industry-specific Seventh level values
 CURRENCY
 2008 Financial crisis proves money must remain a representative
of the Fourth level of values.
 Local & Global; The two different purposes of money.
 Index for Human Productive Output.
 CAPITAL MARKETS
 The Fallacy of Finance leading Productive Output: The Tail wagging
the Dog
 Regulation & Taxation.
1

18. Manufacturing Sector Designed
from the Seventh Level
(manufacturing)
The Only Sector in the West Ready for Structural Change
 Contributions of a SMART Government (this isn’t your dad’s OSHA)
 From Democratization to Functionalization of means of Production.
 Copying the Silicon Valley Model (Ecosystems & Research Clusters).
 Empowering a Third Industrial Revolution (Whole-Systems green energy)
 Creating Infrastructure for additive manufacturing/3-D printing.
1

19. Defining the Sustainable
Corporation
From Stockholders
to Stakeholders
(Corp.)
 The Founder-CEO ethic and Seventh Level Leadership. Beyond the
Quarterly Report
 Google’s Systemic Disruption. Setting the standard for the digital
economy.
 Whole Foods Market. Conscious Capitalism’s Whole Systems approach.
(Green teams in Yellow work environment creating a Yellow eco-system.
1

20. FIRST
TURQUOISE
1
VALUES VIEWS ON MONEY/INVESTMENT PHILOSOPHY FORMS OF INVESTMENT
TRIBAL
Kinship
Safety
CASH IS KEY TO KEEP FAMILY TOGETHER.Investment world
isscaryand troublesome. Barelymakingenoughtofeedand
shelterfamily.Alwayshelpextended family.The wholeclan
chipsinforessential rituals.Survival ispriorityaboveallelse.
Cashunderthemattress, ifanyleft.Entire
extended familysaves foryearstobuyacarora
truckorprimaryresidence tohousemany
generations.Haslittle conceptofmodernfinance.
HEROIC
Egocentric
Feudalistic
CASH IS KING.Shortterm,High-riskwithlittle/nomoneyoftheir
own.Createlotsofnoiseaboutnon-existingvaluetoresellASAP
forthehighestprofit.Amassasmuchstatusiconsaspossible.
Undergroundactivities.100%+financingdeals.
Littleunderstoodschemesthatpromiseextremely
hireturns. Biggesthouse.Biggestcar.Nosavings.
ABSOLUTIST
Rigid Ideology
Right vs. Wrong
Hard Work
LIFETIME ASSETS ARE BY-PRODUCT OF HARD WORK.
Investments are long term, safe, & conservative.Alwayssave
fora rainy day. Providingforfamilycomesfirst.Employer,
SocialSecurityand savings provide forgood retirement. Trust
the systemand my golden years will be taken care of.
Savings,CD’s,Treasuries, 401K,Blue-chips.Mutual
Fundswithlowbutconsistentreturns.Church-
sanctioned investments, the“rightcause”. Payoff
Primaryresidence beforeretirement.
STRATEGIC
(HEALTHY)
Innovative
Scientific
DIVERSITY IS KING.Constantly creatingand investing inNEW
INNOVATION. Alwaysseeking undervalued assetsthrough hard
research.Creating valuebybringing productsfromidea tothe
marketplace and investing inventures that dothesame.
Balancedportfolio:Short,Mid,& Longterm-Small,
Medium&LargeCapStocks.Bonds,RealEstate&
start-upventures.Lesscommodities& Risky
EmergingMarkets.DreamoftrulyGoldenYears.
STRATEGIC
(UNHEALTHY)
Manipulative
Exploitive
STRATEGIC EXPLOITATION IS KING. Exploit EXISTING
INNOVATION to maximize profit until A: The system
collapses, B: Stopped by regulators, C: Healthy ORANGE
produces a better product. Manipulate BLUE, use RED
to implement ugly deeds & avoid legal liability.
Highlyleveragedfinancialinstruments.Naked
trading.CommoditiesandFuturescontracts.
Sophisticated butlittleunderstoodcommercial
paperbuiltonvirtualvalue.(DERIVATIVES)
HUMANISTIC
Egalitarian
Sharing
COMMUNITY IS KING. Less ROI more ROC (Return on
Consciousness) Share the abundance through
democratizing of resources to insure everyone has a
healthy life free from poverty, starvation and inequities.
Championslocalbusiness. LessStockholding,more
Stake-holding.Localco-ops. Greenandrenewable
tech.Microlending. Sociallyresponsible Funds.
INTEGRAL
Functional
Adaptive
Instinctual
CAPITAL IS REPRESENTATIVE OF HUMAN PRODUCTIVE
OUTPUT.Guided by the PlatformforFunctional Capitalism.
Believesin distributedsystemsas the wayofthe future. Treats
People, Profitand Planet equally. Disruptsunhealthy “TooBig
ToFail”&closed-systementerprise. Efficiency, Functionality&
Sustainabilityat the coreofwhat createsfuture value.
Disruptive technologies that “do no evil”.
Enterprise that fully utilizes local resources.
The Stakeholder model. Distributed innovation
and learning systems. Places “The Care for the
Planet” and “BIG PICTURE” values through
functional systems & lean information.

21. The MEMEnomics Group
Said E. Dawlabani
Cultural economist, theorist & author
619-857-8157
se.dawlabani@memenomics.com
www.memenomics.com
1
Redefining Capital for the Integral Age
A VALUE SYSTEMS VIEW ON WHAT LIES BEYOND
FINANCIAL SUCCESS