CATEGORY: Trust

May 9, 2013: Delta Trust & UALR Students Attend Buffett’s BRK Meeting

Every year Delta Trust, along with three of UALR’s brightest economic or finance students, heads north to hear the Oracle of Omaha, Mr. Warren Buffett. This trip is part of an independent study program that teaches the investment philosophy of Warren Buffett, analyzes the history and success of Berkshire Hathaway and ultimately concludes with a trip [...]

: Tactical Allocation Update | Sean Barron

The trust department recently updated our strategic asset allocation (for more detail on our asset management process, click here). Equity returns of the major regions continue to differentiate from each other – with U.S. Equities up 9.6%, Developed ex-U.S. Equities up only 3.8% and Emerging Market Equities down 3.4%. Most developed markets continue to experience [...]

May 8, 2013: Tom Gayner’s 4 Main Investment Principles | Sean Barron

This past weekend, I was in Omaha for the Berkshire Hathaway Annual Shareholder Meeting. After the BRK meeting, I attended an YPO event and got to hear Tom Gayner, President and Chief Investment Officer of Markel. Mr. Gayner spoke at Delta Trust’s Investment Outlook Conference in 2011, and he is often thought of as the new Buffett of Virginia. [...]

Feb 27, 2013: Tactical Allocation Update | Sean Barron

The trust department (following Northern Trust’s recommendation) recently updated our strategic asset allocation (for more detail on our asset management process, click here). The world has become more global and fiscal policies play a much larger role than they ever have in the past. Risk assets (global developed equity, emerging markets, real estate, natural resources, [...]

Jan 10, 2013: Deferring Taxes & Capital Gains | Sean Barron

Capital gains taxes are rising to 20% on wage earners making $400,000 ($450,000 married couples) – what effect will this have on after-tax wealth. In November 2012, Sean Barron, portfolio manager at Delta Trust, wrote an interesting article that explores the value of tax deferrals on capital gains. Click here to read Sean’s article, Ignoring [...]

Jul 16, 2012: Demographic Changes, Financial Markets and the Economy | Sean Barron

Sean Barron, Portfolio Manager at Delta Trust, examines Financial Analysts Journal’s recent article, Demographic Changes, Financial Markets, and the Economy.

Jun 19, 2012: Today’s Tax Market And The European Financial Crisis | Sean Barron

Sean Barron, Portfolio Manager with Delta Trust & Bank, sat down with Roby Brock of Talk Business to discuss today’s tax market and the financial crisis occurring in Europe.

Jun 5, 2012: Comments on Potential Tax Changes | Sean Barron

After reading Andy Friedman’s warning that Dividend Stocks are Headed for Trouble, Sean Barron, Portfolio Manager at Delta Trust & Bank, explains how he sees potential tax changes effecting the stock market.

May 10, 2012: CAEC | Michael Graham

Dee Davenport, Senior Vice President and Trust Officer at Delta Trust, is attending the Central Arkansas Estate Council’s presentation on May 10, 2012. Michael Graham, Senior Lawyer of The Graham Law Firm in Dallas, is the guest speaker and is presenting Not Again! What is the Plan Between Now and December 31, 2012.

May 9, 2012: CFA Institute Annual Conference | Day 3

Sean Barron, Portfolio Manager at Delta Trust and CFA Institute Member, attended the CFA Institute Annual Conference on May 6-9 in Chicago. The conference focused on the risk, opportunities, and challenges facing the global investment profession. This conference rotates continents each year and is one of the investment industry’s largest and longest running educational gatherings of investment professionals.

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