Dr. 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 Dan Tolomay, on the newest episode of Trust Company Talks.
Dr. Horan and Dan share a long history, as Dan was his student at St. Bonaventure University, where Dr. Horan served as a finance professor and mentor. Their conversation draws on decades of experience in investment management, academic research and financial education.
Before joining UNCW, Dr. Horan was a managing director at the CFA Institute, where he led the design, development and delivery of the CFA Program. He is the author of Strategic Value Investing and has written extensively on investment management, private wealth management, and related topics.
In this conversation, the group discusses the research that informs an evidence-based approach to investing, the discipline required to stay with a long-term plan and the role an advisor can play when market cycles test an investor’s patience.
The conversation also covers:
- Investment principles that endure through market cycles
- How company size, valuation and profitability inform portfolios
- Why diversification and risk capacity guide investment decisions
- The role of fees, tax efficiency and client-specific bookmarks
- How AI is affecting finance education and the investment profession
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 and Spotify. Receive the episodes as soon as they premiere by subscribing today.
