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 with Mark Roberts, CIO at Ironsides Asset Advisors, to discuss how families can think about private portfolios in a changing market environment.

Mark shares lessons from decades in family office management and his recent governance work with North Carolina's public pension system, explaining how those experiences shape his approach to building customized portfolios for clients.

They cover:

• The case for smaller buyout managers and disciplined vintage pacing
• Interest rate impacts on private equity distributions
• The challenges of liquid alternatives and evergreen funds
• Pressures facing university endowments and venture allocations
• Aligning investment horizons with family objectives

The discussion shows how private investing, done with patience and purpose, can support a family's goals for decades.

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.