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Podcast

The PODfolio: Season 2

Institutional Investor Podcast Series

December 10, 2021

The second season of our podcast series that covers the hot topics that matter to institutional investors and their portfolios.

Included in this series:

Listen and subscribe to our PODfolio series:

Apple Podcasts YouTube Spotify

Episode 9: Music Industry vs Investment Industry


Nicolette DiMaggio, Founder of Stock Explore LLC, and Equity Research Associate at Willis Towers WatsonWill Rainey, Founder of Blue Tree Savings

Nicolette is a full-time Lead Investment Associate at Willis Towers Watson, focusing on researching equity opportunities for our institutional clients. She is also the founder of Stock Explore LLC. Will Rainey is the former Head of Investment Strategy in Asia at Willis Towers Watson, and now the founder of the financial education company, Blue Tree Savings. Both have written books aimed at teaching children about finance and investment.

To kick off Season 2, Nicolette and Will talk about the power of storytelling in explaining investment concepts within a professional setting. They also tell us about their children’s books - Nicolette’s Stock Explore and Will’s Grandpa’s Fortune Fables - and the wider work they are doing to educate children via Stock Explore LLC and Blue Tree Savings.

Episode 9: Music Industry vs Investment Industry
Listen to this episode on:

Apple Podcasts YouTube Spotify
Download the transcript

Episode 8: Solving the Rubik’s Cube (of sustainable investment)


Nicolette DiMaggio, Founder of Stock Explore LLC, and Equity Research Associate at Willis Towers WatsonWill Rainey, Founder of Blue Tree Savings

Nicolette is a full-time Lead Investment Associate at Willis Towers Watson, focusing on researching equity opportunities for our institutional clients. She is also the founder of Stock Explore LLC. Will Rainey is the former Head of Investment Strategy in Asia at Willis Towers Watson, and now the founder of the financial education company, Blue Tree Savings. Both have written books aimed at teaching children about finance and investment.

To kick off Season 2, Nicolette and Will talk about the power of storytelling in explaining investment concepts within a professional setting. They also tell us about their children’s books - Nicolette’s Stock Explore and Will’s Grandpa’s Fortune Fables - and the wider work they are doing to educate children via Stock Explore LLC and Blue Tree Savings.

Episode 8: Solving the Rubik’s Cube (of sustainable investment)
Listen to this episode on:

Apple Podcasts YouTube Spotify
Download the transcript

Episode 7: Skill vs luck – a new way of assessing performance


Nicolette DiMaggio, Founder of Stock Explore LLC, and Equity Research Associate at Willis Towers WatsonWill Rainey, Founder of Blue Tree Savings

Nicolette is a full-time Lead Investment Associate at Willis Towers Watson, focusing on researching equity opportunities for our institutional clients. She is also the founder of Stock Explore LLC. Will Rainey is the former Head of Investment Strategy in Asia at Willis Towers Watson, and now the founder of the financial education company, Blue Tree Savings. Both have written books aimed at teaching children about finance and investment.

To kick off Season 2, Nicolette and Will talk about the power of storytelling in explaining investment concepts within a professional setting. They also tell us about their children’s books - Nicolette’s Stock Explore and Will’s Grandpa’s Fortune Fables - and the wider work they are doing to educate children via Stock Explore LLC and Blue Tree Savings.

Episode 7: Skill vs luck – a new way of assessing performance
Listen to this episode on:

Apple Podcasts YouTube Spotify
Download the transcript

Episode 6: Crypto – not just price speculation and ape pictures


Nicolette DiMaggio, Founder of Stock Explore LLC, and Equity Research Associate at Willis Towers WatsonWill Rainey, Founder of Blue Tree Savings

Nicolette is a full-time Lead Investment Associate at Willis Towers Watson, focusing on researching equity opportunities for our institutional clients. She is also the founder of Stock Explore LLC. Will Rainey is the former Head of Investment Strategy in Asia at Willis Towers Watson, and now the founder of the financial education company, Blue Tree Savings. Both have written books aimed at teaching children about finance and investment.

To kick off Season 2, Nicolette and Will talk about the power of storytelling in explaining investment concepts within a professional setting. They also tell us about their children’s books - Nicolette’s Stock Explore and Will’s Grandpa’s Fortune Fables - and the wider work they are doing to educate children via Stock Explore LLC and Blue Tree Savings.

Episode 6: Crypto – not just price speculation and ape pictures
Listen to this episode on:

Apple Podcasts YouTube Spotify
Download the transcript

Episode 5: Speed Skating: Lessons for life & investment


Nicolette DiMaggio, Founder of Stock Explore LLC, and Equity Research Associate at Willis Towers WatsonWill Rainey, Founder of Blue Tree Savings

Nicolette is a full-time Lead Investment Associate at Willis Towers Watson, focusing on researching equity opportunities for our institutional clients. She is also the founder of Stock Explore LLC. Will Rainey is the former Head of Investment Strategy in Asia at Willis Towers Watson, and now the founder of the financial education company, Blue Tree Savings. Both have written books aimed at teaching children about finance and investment.

To kick off Season 2, Nicolette and Will talk about the power of storytelling in explaining investment concepts within a professional setting. They also tell us about their children’s books - Nicolette’s Stock Explore and Will’s Grandpa’s Fortune Fables - and the wider work they are doing to educate children via Stock Explore LLC and Blue Tree Savings.

Episode 5: Speed Skating: Lessons for life & investment
Listen to this episode on:

Apple Podcasts YouTube Spotify
Download the transcript

Episode 4: Index Tracking Does Not Equal Passive


Nicolette DiMaggio, Founder of Stock Explore LLC, and Equity Research Associate at Willis Towers WatsonWill Rainey, Founder of Blue Tree Savings

Nicolette is a full-time Lead Investment Associate at Willis Towers Watson, focusing on researching equity opportunities for our institutional clients. She is also the founder of Stock Explore LLC. Will Rainey is the former Head of Investment Strategy in Asia at Willis Towers Watson, and now the founder of the financial education company, Blue Tree Savings. Both have written books aimed at teaching children about finance and investment.

To kick off Season 2, Nicolette and Will talk about the power of storytelling in explaining investment concepts within a professional setting. They also tell us about their children’s books - Nicolette’s Stock Explore and Will’s Grandpa’s Fortune Fables - and the wider work they are doing to educate children via Stock Explore LLC and Blue Tree Savings.

Episode 4: Index Tracking Does Not Equal Passive
Listen to this episode on:

Apple Podcasts YouTube Spotify
Download the transcript

Episode 3: Heart vs Head: investment outlook for 2022


Nicolette DiMaggio, Founder of Stock Explore LLC, and Equity Research Associate at Willis Towers WatsonWill Rainey, Founder of Blue Tree Savings

Nicolette is a full-time Lead Investment Associate at Willis Towers Watson, focusing on researching equity opportunities for our institutional clients. She is also the founder of Stock Explore LLC. Will Rainey is the former Head of Investment Strategy in Asia at Willis Towers Watson, and now the founder of the financial education company, Blue Tree Savings. Both have written books aimed at teaching children about finance and investment.

To kick off Season 2, Nicolette and Will talk about the power of storytelling in explaining investment concepts within a professional setting. They also tell us about their children’s books - Nicolette’s Stock Explore and Will’s Grandpa’s Fortune Fables - and the wider work they are doing to educate children via Stock Explore LLC and Blue Tree Savings.

Episode 3: Heart vs Head: investment outlook for 2022
Listen to this episode on:

Apple Podcasts YouTube Spotify
Download the transcript

Episode 2: Festive Investment Quiz!


Nicolette DiMaggio, Founder of Stock Explore LLC, and Equity Research Associate at Willis Towers WatsonWill Rainey, Founder of Blue Tree Savings

Nicolette is a full-time Lead Investment Associate at Willis Towers Watson, focusing on researching equity opportunities for our institutional clients. She is also the founder of Stock Explore LLC. Will Rainey is the former Head of Investment Strategy in Asia at Willis Towers Watson, and now the founder of the financial education company, Blue Tree Savings. Both have written books aimed at teaching children about finance and investment.

To kick off Season 2, Nicolette and Will talk about the power of storytelling in explaining investment concepts within a professional setting. They also tell us about their children’s books - Nicolette’s Stock Explore and Will’s Grandpa’s Fortune Fables - and the wider work they are doing to educate children via Stock Explore LLC and Blue Tree Savings.

Episode 2: Festive Investment Quiz!
Listen to this episode on:

Apple Podcasts YouTube Spotify
Download the transcript

Episode 1: Let Me Tell You A Story


Nicolette DiMaggio, Founder of Stock Explore LLC, and Equity Research Associate at Willis Towers WatsonWill Rainey, Founder of Blue Tree Savings

Nicolette is a full-time Lead Investment Associate at Willis Towers Watson, focusing on researching equity opportunities for our institutional clients. She is also the founder of Stock Explore LLC. Will Rainey is the former Head of Investment Strategy in Asia at Willis Towers Watson, and now the founder of the financial education company, Blue Tree Savings. Both have written books aimed at teaching children about finance and investment.

To kick off Season 2, Nicolette and Will talk about the power of storytelling in explaining investment concepts within a professional setting. They also tell us about their children’s books - Nicolette’s Stock Explore and Will’s Grandpa’s Fortune Fables - and the wider work they are doing to educate children via Stock Explore LLC and Blue Tree Savings.

Episode 1: Let Me Tell You A Story
Listen to this episode on:

Apple Podcasts YouTube Spotify
Download the transcript

Bonus episode: Stock Explore bedtime story

In this episode

An excerpt from Nicolette DiMaggio’s book Stock Explore. Elle learns about her first stock with the help of Sam the magical owl. Later on her journey, Elle will go on to acquire five investment superpowers.

Bonus episode: Stock Explore bedtime story
Listen to this episode on:

Apple Podcasts YouTube Spotify
Download the transcript

Bonus episode: Grandpa’s Fortune Fables bedtime story

In this episode

An excerpt from Will Rainey’s book Grandpa’s Fortune Fables. Gail tells her new friend Boris one of her Grandpa’s stories to help him understand that earning money is not solely about working hard.

Bonus episode: Grandpa’s Fortune Fables bedtime story
Listen to this episode on:

Apple Podcasts YouTube Spotify
Download the transcript

Disclaimer

Willis Towers Watson has produced these podcasts for general information purposes only and they should not be considered a substitute for specific professional advice. In particular, their contents are not intended by Willis Towers Watson to be construed as the provision of investment, legal, accounting, tax or other professional advice or recommendations of any kind, or to form the basis of any decision to do or to refrain from doing anything. As such, these podcasts should not be relied upon for investment or other financial decisions and no such decisions should be taken on the basis of their contents without seeking specific advice.

Any commentary on investment managers or financial instruments in these podcasts are not intended to imply, nor should they be interpreted as conveying, any form of guarantee or assurance by Willis Towers Watson of the future performance of those investment managers or financial instruments.

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