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Hosted by Trust Company of the South · EN-US · 48 episodes
Established thought leaders with verified media credentials.
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!
Trust Company of the South hosts Trust Company Talks, a business show with 48 episodes published.
Most people spend hours crafting a will or revising a trust. However, very few have given a moment's thought to what happens to their email, photos, social media accounts or cryptocurrency when they pass away. That overs
Most leadership lessons don't arrive when things are going well. Jamie Sands has carried that view for the better part of three decades, and the moments that made him a better leader were rarely the comfortable ones. On
There's a question every long-running business has to answer: How do you keep doing the work well, year after year, after the founders are gone, the industry has changed and customer expectations have only climbed? Few r
Every investor who considers alternatives is eventually faced with the same question: Is the added complexity worth it? The honest answer depends on what part of the category you're talking about, how you access it and w
The assets inside a foundation or endowment were never meant to be spent all at once. They exist to support a mission today and keep supporting it decades from now, which means the way those assets are managed carries re
The estate tax exemption is now the highest it's ever been. For a lot of families, that's created a sense of breathing room. Chris Sutherland , senior wealth advisor and principal in Trust Company's Charlotte office, wou
2025 rewarded equity investors, but it was not a straight line. In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce are joined by Trust Company of the South Chief Investment Officer Dan Tolomay to
If it feels like housing has become a harder math problem, you're not imagining it. Prices moved up, rates followed and the homes that used to serve first-time buyers and move-up families are not being built in the same
AI headlines, meme stocks, crypto and mega-cap tech have all been front and center this year. For long-term investors, the harder question is what actually deserves a place in a disciplined portfolio. In a new episode of
Private investing looks very different depending on where you sit, whether that be from the state pension board or in a family office. In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down w
Tax rules shape real-life decisions, from how families give, to how business owners structure cash flow and the way parents save for a child's future. In this episode of Trust Company Talks , hosts Bill Noble and Burke K
Marriage brings plenty of new beginnings, and finances are no exception. In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down with Lindsey Stetson, CFP®, wealth advisor in our Charlotte off
Smart fixed income management can make the difference between weathering market uncertainty and getting caught off guard. In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce are joined by Clay Youn
Good habits start early, especially when it comes to money. In this episode of Trust Company Talks , hosts Bill Noble and Burke Koonce sit down with Joseph Aulisi, CFP and wealth advisor at Trust Company of the South, to
What's really driving growth in the Triangle? And what does the future hold for one of the Southeast's fastest-growing regions? In the latest episode of Trust Company Talks , Bill Noble and Burke Koonce speak with Sougat
Volatility has returned to the markets in full force. With abrupt tariff announcements, policy reversals and a 10% market rally following a sharp decline, investors have been left searching for clarity. In a special epis
Venture capital plays a distinct role in investment strategies, offering access to high-growth opportunities outside of traditional public markets. In the latest episode of Trust Company Talks , Bill Noble and Burke Koon
On this episode of Trust Company Talks , Bill Noble and Burke Koonce are joined by Senior Wealth Advisor and Principal, Jay Eich, to discuss tax strategy, estate planning and how the Trust Company team in Charlotte works
In the latest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sat down with Chief Investment Officer Dan Tolomay, CFA to discuss the highlights of 2024 and the outlook for 2025. Reflecting on a strong y
In this episode of Trust Company Talks , Bill Noble and Burke Koonce welcome Trina Fullard, CEO of Charlotte Rescue Mission, to share her inspiring journey and the impactful work of the organization. Trina describes how
Greg Brown
Van and Kay Weatherspoon Distinguished Professor of Finance · University of North Carolina Kenan-Flagler Business School
1 appearance on this show
Mark Roberts
Canine Nutritionist and Mid-Distance Musher · Peter Wolfe Chapter of the North Country Trail
1 appearance on this show
Bill Smith
graphic designer and art director · Club 39 Live Studio Recording
2 appearances on this show
Mark Phillips
Former Her Majesty's Inspector, Senior HMI, Ofsted's National Lead for Music · 11 Tribes Venture Capital
1 appearance on this show
Janet Cowell
Mayor of Raleigh · Dix Park Conservancy
1 appearance on this show
Jack Nicholson
three-time Oscar-winner · Dimensional Funds
2 appearances on this show
Dave Butler
editor-in-chief · Plain and Precious Publishing
1 appearance on this show
Wes Crill
Dimensional Fund Advisors
1 appearance on this show
Jake DeKinder
Dimensional Fund Advisors
1 appearance on this show
Dan Tolomay
Trust Company
1 appearance on this show
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Trust Company Talks is hosted by Trust Company of the South. The show is categorised under business (investing) and has published 48 episodes.
Trust Company Talks has published 48 episodes.
Trust Company Talks regularly covers business, investing. It sits in the business category, with a investing focus.
Trust Company Talks is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Trust Company Talks hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Trust Company Talks average 44 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Trust Company Talks's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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