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© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 0
© 2014 AQAL Capital. Strictly Confidential.
WHAT ARE THE HIDDEN FORCES THAT
DETERMINE OUR FUTURE?
June 24th, 2014, MTG München
Dr. Mariana Bozesan, Ph.D., Diplom-Informatikerin
Investor, Entrepreneur, Philanthropist, Author
Club of Rome intl. full member
mariana@bozesan.com
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 2
THE FINANCIAL CONTEXT
The disaster of 2007/2008 nearly ruined the global economic system
– By Oct. 2008, about $25 trillion were obliterated from the value of stock markets
What started with an initial liquidity crisis lead to
– The disruption of capital flows
– The collapse of the “too big to fail” financial organizations incl. Lehman Bros., Fannie Mae, and
Freddy Mac
– Severe downturns in the global casino/stock markets world wide
– Currency crunches, failure of major businesses , global recession including the European sovereign-
debt crisis (Ireland, Portugal, Greece, Spain, Cyprus, etc.)
– LIBOR, Madoff scandals
– No end in sight!
Q: How sustainable are our financial and economic systems?
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 3
THE SOCIAL CONTEXT
Real estate bubble bursts, foreclosures, evictions (USA, Spain, Ireland, etc.)
Prolonged unemployment in most Western countries
– 7.6% USA, 12% in Europe on average
Increased inequality in the West
– USA with the “most millionaire households” in the world followed by Japan, China, UK, and
Germany
Growing health problems physically, mentally, emotionally
– Cancer, overweight, obesity, depression, asthma
Social unrests:
– Occupy movement, Spanish Indignados, Greek protest, Arab spring, Ucraine protests
 The worst social consequences since the Great Depression in the 1930s
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 4
THE ENVIRONMENTAL CONTEXT
We continue to emit twice as much CO2 in the atmosphere than can be absorbed
by our forests and oceans with disastrous consequences for the earth’s ecological
balance:
– Global warming at accelerated speed can lead up to 2-4 degrees Celsius in this century
– Ongoing droughts
Water is becoming more important than petrol
– Ongoing hurricanes, floods, rapid melting of polar ice caps lead to the raise of ocean
levels
– Irrecoverable loss of bio diversity
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 5
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 6
What is going on?
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 7
The quiet killer and the driving
force behind destruction
but also the GOOD is
Exponential Growth
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 8
Most decision makers
do not get it
until it is much
to late to respond
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 9
What is Exponential Growth?
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 10
The sage and the Indian king
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 11
THE SAGE AND THE INDIAN KING
8 > 1+2+4=7
32 > 1+2+4+8+16=31
On each new field, there are more grains
of rice than in all previous fields together
Exponential growth means that each
duplication contains a larger quantity of
things than all previous quantities taken
together
The last square would contain
9.223.372.036.854.780.000 grains of rice
that would cover the surface of today’s
India with more than 1 meter of rice
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 12
EXPONENTIAL POPULATION GROWTH
220.000 PEOPLE ARE BORN PER DAY (NET)
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 13
EXPONENTIAL ECONOMIC GROWTH
It took Europeans 1000 years, the UK 100 yrs., Germany 70 yrs., Japan 50 yrs., and
it took China only 6 years to double its economic output
China’s resource hunger is not only a media event
Its GDP has doubled 6 times since 1978
By 2017, it will need more resources and will produce more goods than in its entire history all together!
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 14
OUR TRUE PROBLEM: LACK OF AWARENESS REGARDING THE
IMPORTANCE OF EXPONENTIAL GROWTH
With every duplication, the quantity added is LARGER than the entire
compounded previous quantity
The megatrends in the 21st century are:
– Exponential population growth
– Exponential economic growth
– Exponential consumer growth: During the last 40 years, we added
3 additional Billion consumers
 We have reached our physical Limits to Growth on our planet
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 15
“Humanity is stupid enough not to
do what is perfectly doable”
to prevent disaster, Prof. Randers
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 16
Is that really true?
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 17
Maybe!
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 18
But, something good is also going on!
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 19
RATIONAL
INTELLIGENCE
THE
TRUE
- SCIENCE -
ENLIGHTENMENT ERA
DEMOCRACY
NATION STATES
MODERN MEDICINE
SPACE SHUTTLE
CIVIL RIGHTS & GREEN
MOVEMENT
FEMINISM
SOCIAL BUSINESS
CULTURAL CREATIVES:
25-30%
EMOTIONAL
ART, VALUES, MORALS,
ETHICS
THE
BEAUTIFUL
- ART -
INTEGRALLY ACTING HUMANS
INTEGRATING HUMANITY’S VALUE SPHERES
“DeMedici Effect” in the 21st century
THE
BEAUTIFUL
- ART -
THE
GOOD
- MORALS -
THE
TRUE
- SCIENCE -
EVOLUTION OF HUMAN CONSCIOUSNESS TO LATER STAGES OF
DEVELOPMENT
© 2014 AQAL Capital. All rights reserved. Strictly Confidential. 20
WE WILL CATCH THE BOAT

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There is hope

  • 1. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 0
  • 2. © 2014 AQAL Capital. Strictly Confidential. WHAT ARE THE HIDDEN FORCES THAT DETERMINE OUR FUTURE? June 24th, 2014, MTG München Dr. Mariana Bozesan, Ph.D., Diplom-Informatikerin Investor, Entrepreneur, Philanthropist, Author Club of Rome intl. full member mariana@bozesan.com
  • 3. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 2 THE FINANCIAL CONTEXT The disaster of 2007/2008 nearly ruined the global economic system – By Oct. 2008, about $25 trillion were obliterated from the value of stock markets What started with an initial liquidity crisis lead to – The disruption of capital flows – The collapse of the “too big to fail” financial organizations incl. Lehman Bros., Fannie Mae, and Freddy Mac – Severe downturns in the global casino/stock markets world wide – Currency crunches, failure of major businesses , global recession including the European sovereign- debt crisis (Ireland, Portugal, Greece, Spain, Cyprus, etc.) – LIBOR, Madoff scandals – No end in sight! Q: How sustainable are our financial and economic systems?
  • 4. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 3 THE SOCIAL CONTEXT Real estate bubble bursts, foreclosures, evictions (USA, Spain, Ireland, etc.) Prolonged unemployment in most Western countries – 7.6% USA, 12% in Europe on average Increased inequality in the West – USA with the “most millionaire households” in the world followed by Japan, China, UK, and Germany Growing health problems physically, mentally, emotionally – Cancer, overweight, obesity, depression, asthma Social unrests: – Occupy movement, Spanish Indignados, Greek protest, Arab spring, Ucraine protests  The worst social consequences since the Great Depression in the 1930s
  • 5. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 4 THE ENVIRONMENTAL CONTEXT We continue to emit twice as much CO2 in the atmosphere than can be absorbed by our forests and oceans with disastrous consequences for the earth’s ecological balance: – Global warming at accelerated speed can lead up to 2-4 degrees Celsius in this century – Ongoing droughts Water is becoming more important than petrol – Ongoing hurricanes, floods, rapid melting of polar ice caps lead to the raise of ocean levels – Irrecoverable loss of bio diversity
  • 6. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 5
  • 7. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 6 What is going on?
  • 8. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 7 The quiet killer and the driving force behind destruction but also the GOOD is Exponential Growth
  • 9. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 8 Most decision makers do not get it until it is much to late to respond
  • 10. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 9 What is Exponential Growth?
  • 11. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 10 The sage and the Indian king
  • 12. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 11 THE SAGE AND THE INDIAN KING 8 > 1+2+4=7 32 > 1+2+4+8+16=31 On each new field, there are more grains of rice than in all previous fields together Exponential growth means that each duplication contains a larger quantity of things than all previous quantities taken together The last square would contain 9.223.372.036.854.780.000 grains of rice that would cover the surface of today’s India with more than 1 meter of rice
  • 13. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 12 EXPONENTIAL POPULATION GROWTH 220.000 PEOPLE ARE BORN PER DAY (NET)
  • 14. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 13 EXPONENTIAL ECONOMIC GROWTH It took Europeans 1000 years, the UK 100 yrs., Germany 70 yrs., Japan 50 yrs., and it took China only 6 years to double its economic output China’s resource hunger is not only a media event Its GDP has doubled 6 times since 1978 By 2017, it will need more resources and will produce more goods than in its entire history all together!
  • 15. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 14 OUR TRUE PROBLEM: LACK OF AWARENESS REGARDING THE IMPORTANCE OF EXPONENTIAL GROWTH With every duplication, the quantity added is LARGER than the entire compounded previous quantity The megatrends in the 21st century are: – Exponential population growth – Exponential economic growth – Exponential consumer growth: During the last 40 years, we added 3 additional Billion consumers  We have reached our physical Limits to Growth on our planet
  • 16. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 15 “Humanity is stupid enough not to do what is perfectly doable” to prevent disaster, Prof. Randers
  • 17. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 16 Is that really true?
  • 18. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 17 Maybe!
  • 19. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 18 But, something good is also going on!
  • 20. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 19 RATIONAL INTELLIGENCE THE TRUE - SCIENCE - ENLIGHTENMENT ERA DEMOCRACY NATION STATES MODERN MEDICINE SPACE SHUTTLE CIVIL RIGHTS & GREEN MOVEMENT FEMINISM SOCIAL BUSINESS CULTURAL CREATIVES: 25-30% EMOTIONAL ART, VALUES, MORALS, ETHICS THE BEAUTIFUL - ART - INTEGRALLY ACTING HUMANS INTEGRATING HUMANITY’S VALUE SPHERES “DeMedici Effect” in the 21st century THE BEAUTIFUL - ART - THE GOOD - MORALS - THE TRUE - SCIENCE - EVOLUTION OF HUMAN CONSCIOUSNESS TO LATER STAGES OF DEVELOPMENT
  • 21. © 2014 AQAL Capital. All rights reserved. Strictly Confidential. 20 WE WILL CATCH THE BOAT

Notas do Editor

  1. The dominance of rational thought especially as manifested in science and academia as well as Industrial manufacturing and the rationalization of production. Capitalism, geared towards the calculated, systematic pursuit of profit. Codified law representing the rational organization of justice, nation state, bureaucracy, and separation between private and public spheres. Reason, especially as manifested in science and technology, promised control of nature and social equality. People on the early modern era were convinced that progress in science would bring the solution to all social ills. Unfortunately, differentiation led to the disassociation of the value spheres - As Max Weber called it the “disenchantment of the world” – the Great Next of Being was denied its validity (Wilber, 1998) – science became the new religion. Yet, we find the Great Next of Being in all societies and cultures around the world including in Plato’s Republic: the True the Good and the Beautiful Sir Karl Popper’s subjective, cultural, objective Juergen Habermas’ Validity Claims: subjective sincerity, inter-subjective justness, objective truth Lao Tzu, Confucius, and/or Immanuel Kant’s 3 Critiques: Pure Reason (objective science), Practical Reason (morals), Judgment (aesthetic judgment, art)