Trust Company Talks
by Trust Company of the South
Latest episode
Evidence-Based Investing: What the Research Tells Us with Dr. Steve…
Evidence-Based Investing: What the Research Tells Us with Dr. Steve…
About this podcast
Trust Company Talks is an investing and wealth management podcast brought to you by Trust Company of the South. Hosted by Bill Noble and Burke Koonce, Trust Company Talks features guests discussing a wide range of topics of interest for individual and institutional investors with a particular focus on wealth management. Enjoy!
Episodes
The newest 20 of 51 episodes
- Evidence-Based Investing: What the Research Tells Us with Dr. Steve Horan · 1 h 1 min · Episode 50Dr. Steve Horan, Professor of Finance at the University of North Carolina Wilmington, joins hosts Bill Noble and Burke Koonce, along with Trust Company's Chief Investment Officer…
- Modernizing North Carolina's Investment Strategy: A Conversation with North Carolina State Treasurer Brad Briner · 47 min · Episode 49North Carolina State Treasurer Brad Briner joins hosts Bill Noble and Burke Koonce on the newest episode of Trust Company Talks to discuss the work of managing one of the…
- Why Your Outdated Estate Plan Could Be Costing Your Family: A Conversation with Westray Veasey and Chris Hewitt · 52 min · Episode 48Many people created their estate plan years ago and haven't touched it since. But estate planning law has changed dramatically in that time. The estate tax exemption alone has…
- Protecting Digital Assets in Estate Planning: A Conversation with Hannah Baublitz · 46 min · Episode 47Most people spend hours crafting a will or revising a trust. However, very few have given a moment's thought to what happens to their email, photos, social media accounts or…
- A Navy SEAL Commander on Leading People Well: A Conversation with Rear Admiral (retired) Jamie Sands · 1 h 13 min · Episode 46Most leadership lessons don't arrive when things are going well. Jamie Sands has carried that view for the better part of three decades, and the moments that made him a better…
- The Difference Between Service and Hospitality: A Conversation with Van Eure · 54 min · Episode 45There's a question every long-running business has to answer: How do you keep doing the work well, year after year, after the founders are gone, the industry has changed and…
- How to Think About Alternatives Today: A Conversation with Greg Brown · 53 min · Episode 44Every investor who considers alternatives is eventually faced with the same question: Is the added complexity worth it? The honest answer depends on what part of the category…
- Foundations, Endowments and How to Run Them: A Conversation with Walker Douglas · 36 min · Episode 43The assets inside a foundation or endowment were never meant to be spent all at once. They exist to support a mission today and keep supporting it decades from now, which means…
- What the Tax Law Changed and What It Didn't: A Conversation with Chris Sutherland · 38 min · Episode 42The estate tax exemption is now the highest it's ever been. For a lot of families, that's created a sense of breathing room. Chris Sutherland, senior wealth advisor and principal…
- Volatility Travels in Packs: A Conversation with Dan Tolomay on the 2026 Outlook · 34 min · Episode 412025 rewarded equity investors, but it was not a straight line. In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South…
- Housing, Rates and the Affordability Squeeze: A Conversation with Jim Parrott · 49 min · Episode 40If it feels like housing has become a harder math problem, you're not imagining it. Prices moved up, rates followed and the homes that used to serve first-time buyers and move-up…
- From AI Stocks to Crypto: A Conversation with Wes Crill of Dimensional Fund Advisors · 33 min · Episode 39AI headlines, meme stocks, crypto and mega-cap tech have all been front and center this year. For long-term investors, the harder question is what actually deserves a place in a…
- Private Investing Today: A Conversation with Mark Roberts of Ironsides Asset Advisors · 50 min · Episode 38Private investing looks very different depending on where you sit, whether that be from the state pension board or in a family office. In this episode of Trust Company Talks…
- Understanding the One Big Beautiful Bill: A Conversation with Jonathan Henry · 38 min · Episode 37Tax rules shape real-life decisions, from how families give, to how business owners structure cash flow and the way parents save for a child's future. In this episode of Trust…
- Financial Planning for Newlyweds: A Conversation with Lindsey Stetson · 31 min · Episode 36Marriage brings plenty of new beginnings, and finances are no exception. In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Lindsey Stetson…
- Clay Young on Fixed Income, Tax Strategy and Technology's Role in Bond Portfolios · 56 min · Episode 35Smart fixed income management can make the difference between weathering market uncertainty and getting caught off guard. In this episode of Trust Company Talks, hosts Bill…
- Financial Roadmap for Young Adults: A Conversation with Trust Company's Joseph Aulisi · 38 min · Episode 34Good habits start early, especially when it comes to money. In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Joseph Aulisi, CFP and wealth…
- What’s Fueling the Triangle’s Growth? A Conversation with Sougata Mukherjee of the Triangle Business Journal · 37 min · Episode 33What's really driving growth in the Triangle? And what does the future hold for one of the Southeast's fastest-growing regions? In the latest episode of Trust Company Talks…
- Through the Noise: Special Market Update with Trust Company's CEO and CIO · 34 min · Episode 32Volatility has returned to the markets in full force. With abrupt tariff announcements, policy reversals and a 10% market rally following a sharp decline, investors have been…
- Venture Capital and Private Markets: A Conversation with Ted Clark and Jon Terbell of FourBridge Partners · 1 h 5 min · Episode 31Venture capital plays a distinct role in investment strategies, offering access to high-growth opportunities outside of traditional public markets. In the latest episode of Trust…
