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In this 20th edition of YourStake Your Story, we welcome Angela Barbash, a trailblazer in values-driven investing joins host and YourStake co-founder Gabe Rissman.
Angela, a mom-anthropologist, entrepreneur, and unabashed challenger of the status quo, and the founder of ReValue, a values-driven investment firm, dives into her story of transitioning from traditional financial advisement to pioneering socially responsible and impact investing. She discusses her early dissatisfaction with the incongruences in traditional finance and how the 2008 financial crisis, alongside movements like Occupy Wall Street and the Tea Party, highlighted the collective desire for a shift towards regenerative economic systems.
Angela and Gabe explore key topics, such as the importance of aligning investments with personal values, the challenges and strategies of moving assets from public markets to impactful community investments, and the process of educating and guiding investors through this transition. They delve into the founding vision of ReValue, its growth over a decade, and its success in fostering a cross-class investing environment that emphasizes community impact and regenerative finance.
"The founding vision was an employee-owned firm that would help people align their finances with their values specifically to help them do that alignment in the public markets but help them divest into the community impact markets. That was the original vision and 10 years later that's what we're doing." - Angela
As a parting thought for the end of the episode, Angela envisions the future of investing as one driven by curiosity and the ambition to solve societal issues. She metaphorically describes the journey as "hospicing the old while midwifing the new," emphasizing the need to embrace change and the unknown with both caution and awe. This episode serves as a potent reminder to financial advisors of the transformative power of impact investing and the importance of adapting to the evolving landscape of finance to meet the demands of today's values-driven investors.
Key topics they discussed:
- Aligning Investments with Personal Values: Angela emphasizes the significance of investors ensuring their portfolios reflect their ethical and moral beliefs, fostering a more meaningful connection with their financial decisions.
- Challenges and Strategies in Community Investing: The conversation delves into the practicalities of shifting assets from traditional public markets to community-focused, impactful investments, highlighting both obstacles and effective approaches.
- Educating Investors on Impact Investing: Angela and Gabe discuss the critical role of education in facilitating investors' transitions towards impact investing, including overcoming skepticism and building trust in the viability of socially responsible investments.
- Vision and Growth of ReValue: Angela shares the founding principles of ReValue, its evolution over ten years, and its success in creating an inclusive investing environment that prioritizes community impact and supports economic regeneration.
Watch the full episode below:
About ReValue Investments
Revalue is a home for people passionate about cultivating an abundance mindset in service of community resilience and future generations. We are financial navigators, connecting people to their purpose by crafting values-aligned financial plans and creative educational programming in partnership with those we serve.
About Angela Barbash, CSRIC, Co-Founder, and CEO
In addition to leading Revalue in her role as CEO, Angela leverages her nearly 20 years as a financial advisor to help clients achieve their goals while feeling cared for at the same time. She is a mom and a nature lover and can often be found somewhere enjoying the endless wonders of life.
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