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!
State of the Markets 2024: A Conversation with Dan Tolomay
In this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble are joined by Trust Company's chief investment officer, Dan Tolomay, to discuss the current state of the markets. Together, the trio explores market conditions, the impact of the Federal Reserve and China’s role in the global economy.Specifically, they discuss:Benefits of data-driven, long-term investing and the significant impact the top 10 S&P Index stocks had on its performance.The unpredictability and high valua...
7 Dec 2023
The Magic Behind A Christmas Carol: A Conversation with Ira David Wood III
In this festive edition of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Ira David Wood III, executive director of Theatre in the Park, as he prepares for his final year of portraying Ebenezer Scrooge in his very own musical adaptation of A Christmas Carol.Throughout the conversation, they discuss David's childhood memories in Enfield, North Carolina. They also delve into his extensive career as an author, actor, and producer and his work with Theatre in the Park—an org...
21 Nov 2023
The Power of Collaborative Giving: A Conversation with Gavin Stevens of The Alamance Community Foundation
In this episode of Trust Company Talks, we sat down with Gavin Stevens, executive director at Alamance Community Foundation (ACF), an organization dedicated to strengthening Alamance County through inspired and collaborative giving. The foundation was established in 1991 in Burlington, North Carolina, and, as a long-term partner, Trust Company of the South has had the pleasure of witnessing the organization's impact on the Alamance community first-hand.Throughout the conversation, they discus...
26 Oct 2023
Culture, Relationships and the Fiduciary Standard of Care: A Conversation with Dave Beischer
In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by special guest Dave Beischer, a Trust Company of the South board member and fifth-generation Durhamite, to share his family's experience as a client of Trust Company of the South for the past 26 years.The conversation centers on Dave's relationship with Trust Company, and how it evolved over the years from fiduciary services to wealth management, investments, tax strategies, risk management, corporate execu...
21 Sept 2023
Optimizing Portfolios in Unpredictable Times: A Conversation with Edward Saracino of Vanguard
In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Edward Saracino, senior portfolio specialist with Vanguard Financial Advisor Services, a longstanding investment partner of Trust Company of the South. During the conversation, Noble, Koonce and Saracino share insights on the current financial market, the pros and cons of different types of portfolio construction, and Vanguard's role as a resource to Trust Company clients.Some of the specific topics discus...
17 Aug 2023
Preserving Legacies: Navigating Trust and Estate Planning with Westray Veasey
In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief fiduciary counsel, Westray Veasey, J.D, to offer an inside look at the important role trust and estate planning plays help safeguard your wealth and ensure your legacy lasts for generations to come.During this episode, some of the topics listeners will learn about include:The path that led Westray to become an estate planning lawyerThe definition of estate planning an...
20 Jul 2023
Fighting for Justice: A Conversation with Chris Mumma from the NC Center on Actual Innocence
In this episode of Trust Company Talks, hosts Bill Noble and Burk Koontz are joined by Chris Mumma, the executive director of the North Carolina Center on Actual Innocence. During their conversation, Mumma shares her insightful journey from a career in finance to her current role, seeking justice for those wrongly imprisoned.During the episode, some of the topics listeners will learn about include:The factors that drew Mumma to the Center for Actual Innocence and its missionThe establishment ...
22 Jun 2023
The Inspiring Story of a True American Hero: A Conversation with Colonel Quincy Collins
For this special episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by former fighter pilot, prisoner of war, professional speaker and a true American hero (who also happened to be born on the Fourth of July): Colonel Quincy Collins. During this conversation, Noble and Koonce go beyond wealth, investments and estate planning to give listeners a taste of some of the remarkable clients we serve, which includes the Colonel. During this episode, some of the topics ...
18 May 2023
Trust Company Talks With Investment Strategist Burke Koonce
During this episode of Trust Company Talks, host Bill Noble sits down with his co-host and Trust Company of the South's investment strategist, Burke Koonce, to delve into the topic of investment strategy. However, their conversation doesn't stop there. Koonce also shares about his fascinating side hustle producing award-winning financial documentaries, which have gained recognition on popular streaming platforms like Netflix and HBO Max.While writing about investing strategy and producing fin...
20 Apr 2023
A Conversation with Outer Banks Community Foundation CEO Chris Sawin
Welcome to Trust Company Talks, the investing and wealth management podcast brought to you by Trust Company of the South. In this episode, hosts Bill Noble and Burke Koonce sit down with Chris Sawin, president and CEO of the Outer Banks Community Foundation (OBCF), to discuss all things community foundation-oriented. From the unique geographic region served by OBCF to their work in disaster relief, grantmaking, scholarships and nonprofit support, Sawin shares insights into the impa...
16 Mar 2023
A Conversation with Trust Company Chief Investment Officer Dan Tolomay
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 typi...
13 Feb 2023
A Conversation with Mark Roberts of Ironsides Asset Advisors
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 investi...
31 Jan 2023
A Conversation with Trust Company President and CEO Bill Smith
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 himse...
2 Mar 2022
Trust Company Talks with Dave Butler and Jack Nicholson of Dimensional Funds
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 ...
23 Feb 2022
Trust Company Talks with Special Guests Amy Risseeuw and Charles Shook
Bill Noble and Burke Koonce of Trust Company of the South are joined by mergers and acquisitions experts Amy Risseeuw of Wyrick Robbins and Charles Shook of Trestle Capital for a discussion of the current M&A landscape for small business owners. 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 mor...
4 Jan 2022
Trust Company Talks with Guests Nick Puleo and Jack Nicholson of Dimensional Funds
Bill Noble and Burke Koonce of Trust Company of the South are joined by their good friends Nick Puleo and Jack Nicholson of Dimensional Funds. 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 episode...
13 Sept 2021
Trust Company Talks with Guests Leland Little and Lauren Sanford of Leland Little Auctions
Bill Noble and Burke Koonce of Trust Company of the South are joined by their friends Leland Little and Lauren Sanford of Leland Little Auctions. 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 a...
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