embracing peace as the new frontier
for prudent investing by superfiduciary
stewards of society’s shared savings

all of the values 
we need to be valuing today
can be covered under the umbrella of Peace

The tilda, “~”, is used as a symbol for Peace as the new frontier.

Peace is identified as the new frontier because many of us share a growing sense that the human spirit is once again on the verge of breaking down, increasingly creating conditions that lead to non-peace.  One of the reasons for impending breakdown may be that we have lost, as a people, our sense of positive possibilities.  We no longer have a shared frontier towards which we can move with a purpose.  We need a new frontier.

What if we make Peace that new frontier?

The tilda is a good sign for Peace as that frontier, because the tilda indicates equity more as a form of rough equivalence – an unevenness that is not unfair – than the exacting logical or mathematical equality of the equals sign, “=”.

The red dot on the horizon represents a possibility that we have not yet fully explored.

There are always red dots of possibility out there on the horizon of our human way of being in the world. These dots are always changing, as times change, and we, as people, evolve prosperous adaptations to life’s constant change through inquiry, insight and the invention of new work that creates a new wealth of choices for how we can take the world about us as we find it, and change it to be more a way we choose it to be.

Invest In Peace focuses on “investment to redress the factors that undermine peace and prosperity”.
They “call upon individuals and organizations to collaborate in any way they can to invest in peace at three levels:
•the personal level, to support individuals’ development,
•community level to ensure shared security of basic needs
•national and global level, to remove underlying causes of stresses that cause suffering and conflict.
and make a start now in any way, small or large.”

evergreencore.org is starting now in a small way that we believe will grow into a large way by focusing on pensions and endowments – what we call superfiduciary stewards of society’s shared savings – who have a fiduciary duty that extends across the generations to pursue their fiduciary purpose to deliver income security for retirement, for education, for philanthropy and for our shared prosperity, forever, and are accountable to the people through the laws of fiduciary prudence.

We see in the happiness of cash flow a point of connection between enterprise and investment that is overlooked/underutilized for bringing people into conversation about contributing to the creation of conditions for peace through civic engagement in prudent stewardship by superfiduciaries.
Peace is one good consequence of civic engagement in prudent stewardship. There are many, many others.

The small story of cash flows as a point of conversation between people about peace through civic engagement in prudent stewardship quickly opens up into a very, very, very large story of how we can, should and do think about technology, the economy, education, opportunity, work, wealth, commerce, enterprise, finance, investment, people, place peace, prosperity, governance, history, art, equity and so much more.

evergreen core has packaged some key elements of this large and expansive story into six bundles that you can unpack as they become important to you…


The Happiness of Cash Flow Is The Pathway For Good Stewardship Investing In Peace




The Presently Popular Future Story Of Expansion Does Not Fit These Times In Which We Now Live


There Is Much Work To Be Done


Writing A New Future Story Of Design That Is Right For These Our Times


Restoring Integrity To All Of The Capitalisms
unbundle now
unbundle now
unbundle now
unbundle now
unbundle now
unbundle now

on your own, personal journey to discover your own personal right, responsibility, desire and ability to join the conversation about contributing to the creation of conditions for peace

join the conversation by joining 
Invest In Peace

civic engagement in adaptively evolving community standards for peace-aligned enterprise design through prudent stewardship investment decision-making

generating enough cash flow to support prudent stewardship, indefinitely, by investing in enterprise cash flow generation, directly

by riding the flourish and fade of popular choice
as times change and
 we, the people,
evolve prosperous adaptations to life’s constant changes


then you can help us create demand for the construction of fiduciary spaces as centers for peace-aligned enterprise design through prudent stewardship investment decision-making that adaptively evolves the right conditions for interpersonal peace and the personal pursuit of happiness in an economy that may be uneven but is not unfair, to you

or me


become a warrior for peace
and a reformer of prudence

join Invest In Peace


urban clusters

Can Rhode Island become the center of an urban cluster stretching from New Bedford to New London with regional uniqueness in ocean health and ocean energy, for global interconnectedness by design.

qualified, in part, by the unique history of this geography as the original Silicon Valley of a young industrial America…


managed transitions

Instead of turning Coal Country into the Next Detroit, can we create by design a managed transition from mining coal as a source of heat that powers our economy, but also upsets the balance between people and plenty to mining planetary heat direct from the source to power prosperity while protecting climate and ecology?



using technology to replace the textbook, not the teacher

artifact-based, algorithm-driven, inquiry-led learning over the Internet and Social Media for personal prosperity and global peace

check back for more on these and other core stories

Writing A New Narrative

The Swedish Sustainable Economy Foundation


SPINning the Possibilities

for prudent fiduciary stewardship of income security
as a framework for investing in global peace through local prosperity 


The most popular narrative for prosperity today is extractive. We call it Growth, but it is truly growth by taking.

This narrative of growth by taking fits well into a time of infinitely receding geophysical horizons, and an experience of there always being more lands out of which we can always take more stuff, and into which the consequences of our taking can disappear, without consequence.


Problem is, that is not our experience, and those are not our times. We have expanded so far West that we have met ourselves in the East. We ventured into Space in search of a New Frontier. When we got there, all we found was rocks. We are learning the wisdom in these words from Richard Trumka, President of the AFL-CIO,

“the earth is Planet A, and there is no Planet B”.


This implies that continued taking to fuel growth will not continue to produce prosperity. The consequences of our taking do not just disappear. They remain with us, and we must deal with them. (Truth is, the consequences of our taking have never just disappeared, and history is replete with examples of the non-peace that prevails when people take – from the planet, and also from each other – without regard for the consequences of their taking.)

We cannot continue to exhaust the earth, believing that there will be no consequences to us from that exhaustion. Or not caring what those consequences are because we see them falling on other people, or later times. Putting to one side reservations about the morality of willfully bequeathing to our children and our children’s children the consequences of our extractions today, the consequences of past extraction are with us now.  And though those consequences may be falling more heavily on people in some places than in others, the conditions of non-peace that are the harvest we reap when we sow the seeds of non-prosperity through reckless extraction has a way of spreading. Non-peace in one place spreads non-peace to many other places. Enough non-peace in some places spreads non-peace to all places.


This is creating the need that is also the opportunity to adaptively evolve a new narrative of prudent stewardship, of land and lives, that will deliver peace.

What are the plot points in this new narrative?

Who will be its main characters?

What will be its important actions?

What will it all mean?

Can we, the people, write such a new narrative, collaboratively and co-creatively, by design?

Exploring the Possibilities

Join us at Caux as we embark on an expedition of exploratory design to see if we cannot collaboratively co-create this new and needed narrative.

We begin by taking as our focus the looming problem of degrading lands, soils and peoples through extractive food and energy practices.  We explore their implications for global peace and intergenerational prosperity. We find hope-filled choices for regenerative agricultural and energy practices, and bold, innovative and practical answers to this great existential challenge of our time, How are we going to pay for this?

The first step towards creating an answer to this question, How?, is to find an answer to the question, Who?

This question is easy to answer. We already have vast amounts of the shared savings of society entrusted to fiduciary stewards of income security for retirement, for education, for philanthropy and for our shared future, forever, in our pensions and endowments

This can be the Who?

In our Peace Bank we are taking on deposit a growing portfolio of enterprising ideas fit to the function of adaptively evolving to be right for these, our times.  Many hoped-filled possibilities are being explored in a parallel track at the Caux Dialogue on Land Security.  These will be on display at a jointly attended event, the Edge Exhibition, where both the Investors Conference and the Dialogue will meet and mingle to push the envelope on regenerative techniques, technologies and practices.

These can give us the What?

The proven reliable Real Estate model of investing in enterprise cash flow generation give us the How?

At Caux, we will be taking this possibility into a fishbowl, where our panel of experts in land, energy, and fiduciary stewardship will explore this possibility.

Come watch, and join in.

join us on
an expedition of

exploratory design

“to boldly go where no one has gone before”

At evergreen core, we have made a long and lonely journey into the tedium and confusion of modern finance in search of the right narrowly technical answers to the expansively existential challenges of our times.

We are returned with a set of practical tools for effecting positive social change by adaptively evolving the right new social structures for recognizing the values that we, the people, need to be valuing today if we are to make for ourselves and our posterity a happy history of social peace through personal prosperity, locally and globally, in the 21st Century…and beyond.

There is this problem.

On our journey, we met many people who are passionate about the need to change the values we, as a global society, are valuing today in order to live well and pursue happiness in the current realities of these, our times.

It is now time to move the conversation beyond discussing values, to “boldly go where no one has gone before”, into an open-hearted, open-minded and open-handed inquiry into the social structures that society uses to recognize values through the actions we take, as people.

We must go with open eyes. Otherwise, what will we see?

On our journey we have learned that too many people who want to see change also limit themselves to seeing only the existing social structures of Family, Morality, Government, Money and the Markets as practical tools for change. These are the current structures of finance through which, we, as a society, choose which ideas for evolving prosperous adaptations to life’s constant changes can, should and will be evolved through enterprise.

Too few eyes are open to seeing the epoch-making changes unfolding in these our times that are creating a need that is also an opportunity for us to adaptively evolve new social structures of finance, properly modern value recognition structures that are collaboratively co-created by design to fit the functions of recognizing the values we need to be recognizing today.

And so too few can see that the new social structure of finance that we need already exists, scattered about in bits and pieces, to be sure, but ready to be pulled together to form a powerful new engine of global peace through local prosperity.

When people close our eyes, to look only at the memories from our past, we also close our hearts, our minds, and our hands to future possibilities.

We need Art to help us open people’s eyes, so that we can then open our own hearts, minds and hands.

triggering these three






seeing truly the function of finance/investment as a set of social structures through which we, as a society, recognize value in ideas for creating by design prosperous adaptations to life’s constant changes that can, should and will be evolved through enterprise

seeing truly how it is that the current portfolio of social structures for recognizing value in the design of enterprise through frameworks, processes, places and people for investment decision-making are designed to recognize the values they recognizing

seeing truly how it is that if we want to recognize different values through enterprise and investment, we need to design, build and begin using a new social structure of frameworks, processes, places and people for enterprise design through investment decision making that are purpose-built to recognize those values that we now want to be valuing

adaptively evolving a new social structure for enterprise design through investment decision-making frameworks, processes, places and people created by design to recognize the values that are right for our times

designing frameworks for cash flow sharing

designing processes for negotiating agreement

designing places for civic engagement

designing people for prudent stewardship

aggregating surpluses saved by individuals for a purpose

deploying those aggregations into enterprises that are fit to purpose

A movement towards civic engagement.

The standard plot points to an evergreen core story show new thinking about the value recognition functions of finance and a new social structure – new frameworks, processes, places and people – for recognizing the values we need to be recognizing as fit to the functions of our times.

There are many players in this new structure. Two are key. Superfiduciaries. And you.

“Superfiduciaries” is a word we use to dramatize the super powers and super duties of pensions and endowments, as stewards of society’s shared savings that are aggregated and maintained to provide income security for retirement, for education, for philanthropy and for our shared future, forever.  These stewards of society’s shared savings entrusted to their good judgment have a fiduciary duty under the law to be true to their fiduciary purposes.  They are important to this story because right now they are trapped inside the securities trading system.

You are important, because you are going to set them free. That’s what this expedition is all about.

To see how you can set our pensions and endowments free to be all they can be as superfiducaries, travel with us in your imagination to meet The Hypothetical Reasonable Man.

The Story of How YOU Set Our Superfiduciaries Free

Your story begins with an encounter.  You meet the Hypothetical Reasonable Man, who is telling you how he was strong and righteous at one time, a faithful keeper of the people’s trust.

The Hypothetical Reasonable Man is the guardian of fiduciary prudence, empowered through the force of law to keep our stewards true to the values of good stewardship. But, you will learn, he has been weakened and made ineffectual by a greedy and conniving band of self-proclaimed Masters of the Universe who hold this Hypothetical Reasonable Man hostage, bound up in an impenetrable web of incomprehensible theories that purport to support the rationality of speculation and the prudence of pensions gambling in the casino of securities trading.

The vast wealth aggregated in society’s shared savings became a strong lure for certain Speculators With Other People’s Money, who determined to take over control of these savings, and use them to generate speculative transaction volumes and speculative trading profits in the speculative securities trading markets; and to thereby make themselves the Masters of the Universe. These actors enlisted the help of wizards and magicians to cast a spell of seeming reasonableness over speculation through share trading, and seduced the law into believing that it did not need the antiquated standards of reasonable prudence. “All would be better”, they promised, “if the law embraced the new wisdom of Modern Portfolio Theory.”

And the law believed them.

This Hypothetical Reasonable Man will tell that
pretty much everything our pensions and endowments are doing as investors today was against the law 40 years ago.

And the Hypothetical Reasonable Man will ask you:

If it was not prudent 40 years ago,

why is it prudent today?

Have we really gotten that much wiser

in the ways of speculation?

fall in love
with the process
of seeing


imagining in words and pictures

– still, spoken and in motion –

the fiscal + physical impacts

of investment in enterprise

on society and prosperity

show us what can be before it even is

many experience finance today as just being about the numbers…evergreen makes finance about the future, not as the forward projection of an historical trend, but as a co-creative collaboration to see the possibilities that can be and figure out how we can make them into a happy history of having enough…

“seeing what can be before it even is” is the starting point for every evergreen adventure that then moves through words to numbers and on into history

we need Art   

to open our eyes,

so we can see where we are going,

not just where we have already been

help us give meaningful work to artists and storytellers creating posters and videos that tell the technically narrow story of evergreen enterprise design in existentially expansive ways, engaging people in conversation that uses emotional resonance to build a shared vocabulary for co-creative collaboration

click to choose a project to support


Chapter One.

A Journey Through History

As you leave the Hypothetical Reasonable Man to continue on your journey, you next meet a man of many years, but uncertain age, whose bright eyes and strong hand belie the whiteness of his hair and the length of his beard, leaving you to wonder how old he really is.

As day nears its end, you accept an invitation to sit with this man in the warmth of a bright fire, as fellow travelers at chance meetings sometimes do.  As you sit, you begin tell a story about your encounter with the Hypothetical Reasonable Man. A knowing smile comes over the wise and welcoming face of your just-met companion.  Inexplicably, a feeling comes over you that this is a man who has dug deep and traveled wide within the workings of the world, a man who has faced down many demons, has stood among the Masters of the Universe, and seen through the deceits of their wizards, a man who is immune to the spells that they spin, a man who will guide you, if you will follow him, on a difficult journey to an uncertain end.

And you are not sure how you feel about that.

The man begins to talk, about many things that feel to you at first strange, but as he talks they become more comfortable and familiar.  He talks bout the origins of endowments, the creation of fiduciary duty and the birth of the Hypothetical Reasonable Man. You listen as he tells you, almost as if he is speaking to himself, retracing in his own mind difficult steps taken on an ancient, tedious and lonely journey, about the Days of Chivalry, the titles of the landed aristocracy and the first Crusades, about aristocrats founding monasteries that became universities, about widows and orphans and irresponsible minors and the dead hand of tyrannical patriarchs reaching out from beyond the grave, about the Rule Against Perpetuities, and the invention of pensions in the Age of Retirement.  He talks, as if in conversation with himself, of how some say the Age of Retirement is nearing its end with the coming of Artificial Intelligence, and a new Age is beginning in which all work will be done by robots, and how these people say that in the new Age the wealth of society will be shared through a Universal Basic Income, because there will no longer be enough jobs for all the people to do.

And he will turn his gaze to look at you, and with piercing eyes he will tell you this truth that the Masters of the Universe do not want you to know.  He will tell you that pensions and endowments are not “investors” in the Speculator’s meaning of that word. He will tell you that they are, in truth and truly, aggregators with a purpose. It is this purpose that makes them powerful.  He will tell you to see them as powerful financial actors in their own right, competitors to the Speculators With Other People’s Money who have set themselves up to be the self-called Masters of the Universe.  He will tell you to see them for what they truly are, the most fearsome competitors our would-be Masters have ever known.  But they are trapped, as the Hypothetical Reasonable Man had told you, captured in a web of Modern Portfolio Theory, and tyrannized by a fear of falling prices, and an inability to get out.  And the Masters of the Universe are feeding off their fear.  And the shared savings of society entrusted to their good judgement are disappearing.


Chapter Two.

Designed for Another Time

“Getting out,” he explains, “is the sacred promise of the securities trading markets, a promise they deliver through the mechanism of the omni-present but ever-changing market clearing price.  In the Market, there will always a seller who will sell, and a buyer who will buy, but you can never know in advance the price at which the seller will sell, or the buyer will buy. Not because it is a secret. Because it is indeterminate, in a Heisenberg kind of way. It is created and recreated in each moment, from moment to moment, with no essential continuity, as each new trade gets made, reflecting the erratic and unpredictable movements of the herd of buyers and sellers around a market that is placing bets on where the herd is heading next.

“This market”, he continues, now speaking with the determined air of someone who knows, deeply and truly, but has grown accustomed to being dismissed because he does not repeat the received wisdom of the then-prevailing social convention, “was originally designed for us, as individuals, investing our own savings for our own account in pursuit of our own proper purposes. It was designed to enable us, as small, opportunistic and time-limited investors, to share in the wealth being created by the large and theoretically perpetual industrial enterprises of the Age of Economies of Scale. Through the market we share in this wealth creation indirectly and derivatively, because we cannot share directly. We are too small, and we do not have the time. This market is a design that is beautifully fit to this function of individuals participating derivatively in the wealth being created inside large industrial enterprise. It is a design that was authentically right for its times, in the 19th Century.

“But times have changed.  In the 20th Century, scale created retirement, and retirement created pensions. Vast aggregations of the savings of society came to be entrusted to stewards of pension plans that are designed to operate like life insurance in the obverse. Life insurance uses statistics and the Laws of Large Numbers to socialize the financial burdens of dying too soon among a statistically significant population of statistically similar policyholders. Pensions use statistics and the Laws of Large Numbers to socialize the financial burdens of not dying soon enough among a statistically significant population of statistically similar current and future retirees.

“There is this important difference,” he goes on, now speaking with an authority that comes from deep thought and powerful expertise, “Insurance caps its payouts. Pensions do not.  Pensions keep paying as long as retirees keep living.  To keep pensions paying, they need to keep earning.  A pension needs to invest the savings of society entrusted to its good judgement to generate enough cash flow through investment to keep its actuarial risk pool – the place where it keeps the Large Numbers that make it work – properly full and flowing, constantly, consistently, continuously and indefinitely.”


Chapter Three

From Function to Dysfunction

“This is important because it gives the lie to the Usurpers of fiduciary prudence.“

He pauses, to let that thought sink in.  It takes awhile. The importance of this point is not apparent to you.

After a few moments, he starts again, “The wizards who work for the Masters of the Universe tell us that pensions and endowments have to invest in growth.  But they do not.  They have to invest in cash flow.  It is the Masters of the Universe who need our pensions and endowments to invest in growth. So they can earn fees, and claim to be our masters.  Growth is important to the process of speculation in the markets over which the self-called Masters of the Universe are really the masters.  Growth is what speculators are speculating on, when they speculate in the securities trading markets. Technically, they are speculating on the future movement of future selling prices, which may be either up or down, but what makes the markets really work – what gives them the power to deliver on their sacred promise of instant liquidity and “getting out” – is movement UP.  That is, Growth. The well-known secret to success at securities trading is to buy low and sell high.  The joke here is that you cannot know if you have bought low until you find out whether or not you were able to sell high.  If most of the time it was the case that a seller could not sell high – thereby proving that they did not, in fact, buy low – then new buyers would not buy, so sellers would not be able to sell.  The market would freeze up.

“In order for the markets to work, share prices have to go up, and in order for prices to go up, the corporations that issue shares have to keep growing the cash flows they generate through commercial transactions in the real, physical economy.  Of course, they can and often do, also manipulate events to make it look like real earnings are growing, which is not good for us, or for our superfiduciaries. But one story at a time.

“Growth is essential to speculative trading.  Everything else will be tolerated by the Masters of the Universe if share prices are growing. Nothing else matters to these Masters if share prices are not.

“Growth is the one absolute good in the magical world of speculative trading that is ruled by the Masters of the Universe. In the real world, where you and I live, the value of growth is decidedly more relative.  What parent would want their child to never stop growing? In the real, physical world in which we both live, anything that never stops growing becomes a monster. Or a cancer.”

He goes on, now talking like a book. “The rhythms of prosperity in the physical world of human being is not the relentlessly mechanical growth along an historical trend line that speculators speculate on. It is the flourish and fade of popular choice, as times change, and we, the people, evolve prosperous adaptations to life’s constant changes. This is the rhythm our pensions must ride, if they are to be good stewards of our shared savings.  Endowments, also. Because although they are not so large, and therefor not so powerful, as pensions, endowments for education and for philanthropy are nonetheless stewards of society’s shared savings with a fiduciary duty to be true to their fiduciary purpose. “


Chapter Four

The Path to Prudent Stewardship

Another pause. Then he resumes. “It is said that cash flow is happiness for enterprise. We have seen that cash flow is happiness for good stewardship, as well.

“So now we can ask ourselves this question that needs to be answered.”

He pauses, fearing that the drama of what he is about to say may undercut his credibility, but knowing in his heart that, come what may, he must press on.

“This question is the single most important existential challenge we face in our times. If we answer it correctly, we will continue on towards a future filled with enough. If we do not….”

His voice trails off as his mind wanders. You can see that he is thinking it may not be wise at this time to share what he is thinking about what happens if not.

After a moment, he looks at you, directly in the eyes. He has summoned the courage to risk dismissal, scorn, ridicule and embarrassment.  He says, “This is the question. What is the most authentically prudent way to match the happiness of cash flow to good stewardship with the happiness of cash flow to enterprise?  Is it prudent to make that match indirectly and derivatively, by speculating on changes in future prices derived from expectations for future cash flow? Or is it more prudent to make the match more immediately, generating enough cash flow to support good stewardship, indefinitely, by sharing in enterprise cash flow generation, directly?

“What does the Law say in answer to this question?”, he asks. “Ah, yes,” he says, responding to his own question, his voice changing once again as he returns to the moment, and the circumstances of your encounter. “As we have learned, the Law cannot speak. It has lost its voice to that Usurper, Modern Portfolio Theory, who now speaks for it.  And MPT insists that it can make speculation properly prudent through the magic of diversification.”

“What shall we do? Shall we continue to let Modern Portfolio Theory speak for the Law, to set the standard for fiduciary prudence? Or shall we set the Law free, so he can speak for itself, from its own heart and with its own mind?”


Chapter Five

Your Time to Shine

After a moment you realize that this is not a rhetorical question.  The man is waiting for you to answer. You, personally and individually. You are stunned. What do you know about finance and investment and stewardship and fiduciaries?  You’re not even sure what “fiduciary” means (or how to spell it). You don’t know what to say. So much has been presented.  You have not had time to process. You sit silent, looking at the man, thinking about all that has just happened to fundamentally change your whole conception of society and the economy, of finance and prosperity.  In such a short period of time.

After awhile, he smiles, and looks away. You feel yourself released from the pressure to respond.  It is a relief, but also there is a desire now that has been kindled in your heart, and in your mind, and in your hands, to know more, and to take action. To set things right.

“Ah, well,” he says, “I see that you need time to think things through.  That is perhaps as it should be.  For me, I have already decided. This is my mission. I labor to set the Law free, to speak with its own heart, from its own mind, with its own hands.

“I need your help. The Law needs your help.”

“What?” you ask, half listening,  “The Law needs my help?”  You are still frantically processing all that is swirling around in your head.

“But how can I help the Law?”, you ask.

“Come with me.”, he answers. “I am going now to a fiduciary place, to join in a meeting of many minds, and we are going to work together in that safe space, co-creatively collaborating to set the Hypothetical Reasonable Man free, so he can put our stewards back on a path towards good stewardship, and they can put our economy back on a path towards a future prosperity of always having enough.

“There are powerful forces arrayed against us.  Our strength is in our numbers. If there are enough of us, we will prevail.

“We need your help to add to our numbers.

“Will you come?”, he asks.  “Will you join us, to be there and be counted?”

to understand how our stewards have become entangled in the tyranny of the trading tape, you might want to read Jon Lukomnik’s book

Jon and his co-author see what is not working.  They go on to examine various different ways in which we can “fix it”.  Evergreen core offers a different answer to this great existential challenge.   Because you cannot fix what is not broken.  You have to adaptively evolve to the change.

and you will see that you have the power to help our stewards escape the tyranny of the trading tape in which they are now entangled by joining the conversation to adaptively evolve the wisdom of

The Hypothetical Reasonable Man

as the community standard of prudence that guides the law of fiduciary duty

places to go to engage

patterns and words for collaboration

social structures of enterprise design through investment decision-making

see the different structures society uses to aggregate surpluses saved by individuals to form capital available for investment in enterprise and to deploy that capital in enterprises designed to value the values each aggregation system is designed to value

“faucets and drains” visual metaphor for society’s shared savings

see how society’s shared savings are aggregated and maintained to provide income security for retirement, for education, for opportunity and for our shared future, forever

the economy as an expansively evolving and adaptive network

when one imagines the economy as a network of connections between people in places, it quickly becomes obvious that the true pathway to prosperity lies in maintaining the integrity of this network

mapping the possibilities for prospering through technology

the future is filled with possibilities that cannot be calculated with precision, but the human world we make inside the world about us as we find it has a structure that gives structure to the economy and prosperity

making a happy history of prosperous adaptations to life’s constant changes

the economy evolves through change, and evolutionary adaptation to change, that is open-ended, ongoing, self-regenerating and in that sense, evergreen


every enterprise as a physical coming together of people to do work that creates surpluses for sharing with others through commercial exchange can be mapped onto this core design for identifying the connections required for property


every technology choice, and therefor, also, every enterprise organized to bring that choice to others, follows this core pattern of rising and then falling popularity over time, as times change, and we, the people, evolve prosperous adaptations to life’s constant changes


the cohesiveness of enterprise over time is maintained through the efforts that get expended to keep its knowledge, networks and routines for monetizing its unique artifacts balanced and aligned


negotiated agreements on sharing in cash flows empower evergreen stewardship investors to pursue good stewardship both fiscally and physically, infusing values into strategies through budgets on CAPEX and OPEX


the risk of an enterprise performance not satisfying modeled expectations increases over time, because times change, and the enterprise must adapt to changes that cannot be anticipated in ways that are not yet invented. so evergreen puts more of the risk on the investors in the early years, and shift that risk back to the enterprise leadership and team over time

enterprising ideas

something happened

the times are changing

inquiry leads to insight

conversation and engagement

the people like it

enterprise design

investment decision-making

execution and reporting

authoritative context

university faculty and distinguished guest lecturers study the context for the proposed adaptation, and share their findings with prospective investors and the interested public

student charettes
and salons

students lead participants and the public in exploring the possible fiscal and physical impacts of the proposed investment in enterprise on society and prosperity

confidential negotiations on flows and sharing

participants retreat to closed sessions to build the framework for agreement on strategies for generating cash flows, expectations for cash flow generation and priorities for sharing our cash flows if, when and as generated

contributing to good stewardship, fiscally and physically

public accountability focuses on how well the proposed investment fits within the overall fiduciary responsibilities of the investors

adaptively evolving

community standards of

prudent stewardship for

superfiduciary stewards

of society’s shared savings