Chordata's Radical Reinvention of Investment

V.3, N.17

My first deep dive into local investment began a decade ago when I received a contract from Chelsea Green to write “Local Dollars, Local Sense.” The book required interviews with dozens of practitioners in the field, and I hired a recent Princeton graduate, Kate Poole, after being introduced by Schumacher Center’s Susan Witt. Kate was a Godsend and undertook amazing research and interviews. That effort was pivotal for both of us. For me, it ultimately culminated in The Main Street Journal. For her, it led to a journey into the world of investment advising and her co-founding Chordata Capital. This week’s issue of the MSJ Extra! features a conversation with Kate and her work partner, Tiffany Brown.

This issue also includes the latest lists of local investments and community investment funds that you can support with a few clicks of your mouse.

~ Michael Shuman, Publisher

Chordata Capital is at the cutting edge of mission-driven investment advising. Founded by Kate Poole and Tiffany Brown, the company now helps 40 individuals and families invest more than $150 million in businesses, projects, and people that can address racial and social inequity in the country. Below we explore the company’s origins, practices, and plans.