Trust Company Talks

Featured Episode

Private Investing Today: A Conversation with Mark Roberts of Ironsides Asset Advisors

In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Mark Roberts, CIO at Ironsides Asset Advisors, to discuss how families can think about private portfolios in a changing market environment.

Play Now

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 individuals and the institutional investors with a particular focus on wealth management.

Episode 38

Private Investing Today: A Conversation with Mark Roberts of Ironsides Asset Advisors

Trust Company Talks

Private Investing Today: A Conversation with Mark Roberts of Ironsides Asset Advisors

Understanding the One Big Beautiful Bill: A Conversation with Jonathan Henry

Financial Planning for Newlyweds: A Conversation with Lindsey Stetson

Clay Young on Fixed Income, Tax Strategy and Technology’s Role in Bond Portfolios

Financial Roadmap for Young Adults: A Conversation with Trust Company’s Joseph Aulisi

What’s Fueling the Triangle’s Growth? A Conversation with Sougata Mukherjee of the Triangle Business Journal

Through the Noise: Special Market Update with Trust Company’s CEO and CIO

Venture Capital and Private Markets: A Conversation with Ted Clark and Jon Terbell of FourBridge Partners

Planning Beyond the Numbers: Jay Eich on Wealth, Tax and Family Decisions

Planning for What Could Happen: Dan Tolomay’s Perspective on Opportunities, Challenges & Market Outlook in 2025

Building a Brighter Future: Trina Fullard on Charlotte Rescue Mission’s Impact

Advocating for the Innocent: Bonus Episode with Chris Mumma

Rebuilding after the Storms: Next Steps with Ben Teague of Biltmore Farms

Markets are Not Political: A Conversation with Jake DeKinder of Dimensional Fund Advisors

Selling a Family Business: A Conversation with Charles Shook and Leah Jane Barnwell

Insights into Today’s Financial Landscape: A Conversation with Our CIO Dan Tolomay

The Difference Between Good and Great with Legendary Broadcaster, Mick Mixon

Planning for Perpetuity: A Conversation with Trust Company’s CEO, Bill Smith

Navigating the M&A Landscape: A Conversation with Thomas Lyon & Mark Phillips

Storytelling in Business: A Conversation with Dr. Heidi Schultz

Breaking Barriers in Finance and Politics: A Conversation with Janet Cowell

Tax Time: A Conversation with Chris Sutherland, CPA

The State of the Markets 2024: A Conversation with Dan Tolomay

The Magic Behind A Christmas Carol: A Conversation with Ira David Wood III

The Power of Collaborative Giving: A Conversation with Gavin Stevens of The Alamance Community Foundation

Culture, Relationships and the Fiduciary Standard of Care: A Conversation with Dave Beischer

Optimizing Portfolios in Unpredictable Times: A Conversation with Edward Saracino of Vanguard

Preserving Legacies: Navigating Trust and Estate Planning with Westray Veasey

Fighting for Justice: A Conversation with Chris Mumma

The Inspiring Story of a True American Hero: A Conversation with Colonel Quincy Collins

Trust Company Talks With Investment Strategist Burke Koonce

A Conversation with Outer Banks Community Foundation CEO Chris Sawin

A Conversation with Trust Company Chief Investment Officer Dan Tolomay

A Conversation with Mark Roberts of Ironsides Asset Advisors

A Conversation with Trust Company President and CEO Bill Smith

Trust Company Talks with Dave Butler and Jack Nicholson of Dimensional Funds

Trust Company Talks with Special Guests Amy Risseeuw and Charles Shook

Trust Company Talks with Guests Nick Puleo and Jack Nicholson of Dimensional Funds

Trust Company Talks with Guests Leland Little and Lauren Sanford of Leland Little Auctions

Where to Listen