Trust Company Talks Trust Company of the South

In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief investment officer, Dan Tolomay, CFA, for a highly informative conversation about a wide range of investment topics and Dan’s tried and true history with our firm over numerous market cycles.
During this episode, listeners will also learn about:
Dan’s background and how he came to join our firmWhat having a CFA designation means and the process to obtain one A typical day as the CIO at Trust Company of the SouthOur unique approach to managing investment portfoliosHow tax harvesting funds can be an effective strategy during market volatilityOur long-standing partnership with Dimensional Fund AdvisorsOur investment philosophy and why it includes a global approach and alternativesThe role an investor’s behavior plays in the success of their portfolioHow Trust Company has evolved throughout the past fifteen years
This episode was originally recorded in December of 2022.
Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.

As volatility and uncertainty in the public markets persist, many investors are searching for new, or rather alternative, ways to diversify their portfolios. Amidst this backdrop, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by Mark Roberts, chief investment officer at Ironsides Asset Advisors, for a conversation about what's really happening in the world of private equity and alternative investing.
During this episode, listeners will learn about:
What makes an asset an alternative investmentThe difference between private equity and hedge fundsThe advantages of incorporating alternatives into traditional portfoliosHow private equity has evolved and what it means for investorsThe ways market volatility in the public sector impacts the private equity marketWhich types of investors may reap the most benefits from alternative investmentsThe minimal portfolio size to get exposure to these types of investments Opportunities and challenges in private equity today Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.

In this episode of our podcast series Trust Company Talks, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by our very own president and chief executive officer, William H. Smith. Together they discuss the history of Trust Company and what lies ahead for the firm and the clients and markets we serve. And as much as Bill Smith would have liked to avoid it, we did manage to get him to talk about himself just a little. During this episode, listeners will learn about:
 Bill Smith’s background that led him to the financial services industry and how he spends his time outside of the office, from family to philanthropy The history of Trust Company and how Smith’s family grew the firm to what it is today, while maintaining the firm culture of families serving familiesHow Trust Company helps its clients transfer their values – along with their assets – to future generationsSmith’s advice for up-and-coming business leaders
This episode was originally recorded in November of 2022.
Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.

In a special episode, Trust Company Talks co-host Bill Noble interviews his own co-host Burke Koonce about investment strategy and also the world of financial documentaries. 

Burke is the firm's investment strategist and he has an interesting side hustle. Burke is a producer of financial documentaries. His projects have appeared on Netflix and HBO Max. 

Writing about investing strategy and producing financial documentaries both draw on Burke's passion for storytelling. Both activities also involve the behavioral component of investing, which is arguably even more important than technical expertise over the long haul. 

 This was a really fun episode and we hope everyone enjoys it. 
Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.

Trust Company Talks hosts Bill Noble and Burke Koonce are joined by Trust Company's own Westray Veasey, Chief Fiduciary Officer, for a discussion of what's happening in the world of trust and estate planning. 
Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.

Bill Noble and Burke Koonce of Trust Company of the South are joined by Dave Butler and Jack Nicholson of Dimensional Fund Advisors for a discussion of what's happening in markets and how Dimensional is navigating market volatility. 
Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.