North 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 nation’s best-funded pension systems and the changes taking place within the Treasurer’s office.
Treasurer Briner’s career has included roles at Goldman Sachs, UNC Management Company, Morgan Creek Capital Management and Willett Advisors, where he served as the Co-CIO. He now oversees a broad range of state financial responsibilities, including the pension system, 401(k) program and State Health Plan.
In this conversation, Briner discusses the Investment Modernization Act, the move to a board-based investment structure and the work of building an investment program designed to meet North Carolina’s long-term obligations.
The conversation also covers:
- How North Carolina has maintained strong pension funding practices
- What changed under the Investment Modernization Act
- The investment decisions behind the state’s return target
- How AI is being introduced across the Treasurer’s office
- Why a long-term perspective matters for public pension systems
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.
