A Primer on Venture Capital

Warren Lammert is an experienced finance professional who has worked as a chief investment officer at Granite Point Capital in Boston, Massachusetts, since 2004. Outside of his endeavors at Granite Point Capital, Warren Lammert possesses an interest in various aspects of the financial industry, such as venture capital.

A subset of private equity, venture capital represents a specific type of financing that investors offer to startups and other types of small businesses. Typically, venture capital is provided by investment banks, individual investors, and financial institutions. Venture capital funding has become a popular way for new companies to raise capital, particularly if they do not have access to bank loans or capital markets. In addition to providing funding for emerging companies, venture capitalists often draw on their experience to offer advice to entrepreneurs on managing new enterprises.

Venture capital traces its roots to the 19th century. After World War II, venture capital emerged as an industry. Georges Doriot, a former professor with the Harvard Business School, is frequently considered to the be the “Father of Venture Capital.” In 1946, he started the American Research and Development Corporation, which became the world’s first publicly owned venture capital firm.

Yale Hockey Players Earn Weekly Distinction in January

In addition to serving as a board member with Engage Therapeutics, Warren Lammert is the chief investment officer and CEO of the Boston, Massachusetts, firm Granite Point Capital. Warren Lammert holds a master's degree in economic history from the London School of Economics and Political Sciences and a bachelor's degree in economics from Yale University, where he played junior varsity hockey.

Although the Yale men's hockey team experienced a 7-0 loss to Harvard in January, it followed that up with back-to-back victories over Eastern College Athletic Conference (ECAC) rivals Union (5-0) and Rensselaer (4-1). Consequently, the team's goaltender Corbin Kaczperski and forward Curtis Hall were named ECAC Goalie of the Week and ECAC Player of the Week, respectively, for the week ending January 19.

Kaczperski stopped 48 of the 49 shots he faced in the back-to-back victories, while Hall scored four of Yale's nine goals and added an assist. Hall, who became the first Yale player to earn the weekly distinction in the 2019-20 season, had a team-leading 13 goals through the first 17 games of the season. Earlier in the year, the Boston Bruins draft pick represented the United States at the World Junior U-20 Championships and scored one goal in five games.

Three Featured Speakers at the 73rd CFA Institute Annual Conference

As the CEO and chief investment officer at Granite Point Capital, Warren Lammert leverages more than 35 years of experience to oversee investment activity for more than $250 million in client assets. In addition to his experience, Warren Lammert is a CFA® charterholder.

The CFA Society Atlanta will host the 73rd CFA Institute Annual Conference from May 17 to 20 at the Georgia World Congress Center. The four-day conference will focus on sustainable investment, capital markets, and tech, among other topics, and include the following three featured speakers:

1. Annie Duke - A renowned poker player, Duke is the author of the best-selling book Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts. She is also a co-founder of the nonprofit How I Decide, which works with youth to improve their decision-making skills.

2. Michael Lewis - A Bloomberg News columnist and New York Times best-selling author, Lewis has written more than 16 books on various subjects. These books include Moneyball, Flash Boys, and The New New Thing, which cover topics such as baseball and market value, Wall Street and frequency trading, and the growth of Silicon Valley as a hub for technology.

3. Laura Vanderkam - In addition to hosting the Before Breakfast podcast, Vanderkam has authored multiple books on productivity and time management. These include Off the Clock: Feel Less Busy While Getting More Done and I Know How She Does It: How Successful Women Make the Most of Their Time. Her TED talk, "How to Gain Control of Your Free Time," has more than 8 million views.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

The CFA Institute's Wealth Management 2020 Conference

The recipient of a master's degree in economic history from the London School of Economics and Political Sciences, Warren Lammert is an experienced financial executive who has served as the chief investment officer and CEO at Granite Point Capital since 2004. Supplementing his portfolio management experience, Warren Lammert holds membership with the CFA Institute.

The CFA Institute serves the core investment management industry and works to promote the highest standards of education, ethics, and professional excellence. In doing so, it offers opportunities for members to earn Continuing Education (CE) credits through webinars and at select conferences. One of its upcoming conferences is Wealth Management 2020: Skills and Strategies for Private Clients, which takes place from March 24-26 at The Westin Seattle in Seattle, Washington.

Hosted in conjunction with the CFA Society Seattle, the three-day conference focuses on topics such as client-relationship management, practice management, and financial planning. Attendees can earn up to 11 CE credits through sessions such as "The Future of Financial Advice," "Red Light, Green Light: Investment Risk Profiling for Smarty Pants," and "Beyond Wealth Management: Helping Clients in Distress." There's also an optional interactive post-conference workshop titled "Emotional Intelligence and Wealth Management," in which participants work in small groups to sharpen their communication skills.

A Primer on Investment Management

Financial Graphs
Photo by Lukas from Pexels

The founder of the Boston-based investment firm Granite Point Capital, Warren Lammert possesses more than 30 years of experience in the financial industry. Responsible for managing over $250 million in assets, Warren Lammert earned a BA in economics at Yale and an MS in economic history at the London School of Economics and Political Sciences. He continues to study economic theory and to expand his investment management experience.

While many people have heard the term “investment management,” not everyone knows exactly what it entails. More than just buying and selling assets, professional investment management requires deep financial knowledge and the ability to develop strategic short-term and long-term plans for portfolio holdings. In addition to developing and implementing portfolio strategies, investment managers must have experience in budgeting, tax services, banking, and more.

With a focus on the specific investment goals of clients, investment managers provide services such as retirement planning. Many investment managers also provide advisory services to help clients reach their financial goals.

Evan Smith Named Captain of Yale Men's Hockey Team

Evan Smith
Photo from: yalebulldogs.com

The recipient of a master's degree in economic history from the London School of Economics and Political Science, Warren Lammert has served as the CEO and chief investment officer at Granite Point Capital since 2004. Prior to earning his master's degree, Warren Lammert completed his bachelor's degree at Yale University, where he was a member of the school's junior varsity ice hockey team.

Last April, the Yale University men's hockey team named Evan Smith as its captain for the 2019-20 season. A 6-foot, 190-pound native of Ontario, Canada, Smith is embarking on his senior season at Yale, where he recorded a combined 42 points through 96 games in his first three seasons with the team. He finished fifth on the team in scoring last year with 15 points. The year prior, he scored 4 of his 10 goals in a single game against Princeton, becoming the first Yale player to achieve that distinction since Brian O'Neill in 2012.

Smith, who has captained multiple teams in the past, won two New England Championships at Salisbury School and reached the USHL Clark Cup finals with the Dubuque Fighting Saints before enrolling at Yale. He is joined at Yale by his identical twin brother Mitchell Smith, who has accumulated 24 points throughout 90 career games.

The NHL's Three Most Recent Hart Trophy Winners

Man holding a hockey stick
Photo by Samantha Gades on Unsplash

Warren Lammert is a Boston, Massachusetts-based financial executive who founded Granite Point Capital in 2004 and currently serves as its CEO and chief investment officer. Outside of his endeavors in the financial sphere, Mr. Lammert is the co-founder of the community website Epilepsy.com and the Epilepsy Therapy Project, both of which operate under the umbrella of the Epilepsy Foundation, of which he is a former chairman. In his free time, Warren Lammert enjoys playing and watching hockey.

The top individual prize in the National Hockey League (NHL), awarded to its most valuable player, is the Hart Memorial Trophy. Wayne Gretzky has won the award a league-best nine times, while Gordie Howe and Eddie Shore rank second and third with six and four trophies, respectively. Below are the three most recent recipients of the award:

1. Nikita Kucherov (2019) - A three-time NHL All-Star, Kucherov won the Hart Memorial Trophy in 2019 after finishing the season with 41 goals and 87 assists for a league-best 128 points. He also won the Art Ross Trophy and Ted Lindsay Award.

2. Taylor Hall (2018) - Hall won the Hart Memorial Trophy in his second season with the New Jersey Devils following a six-year stint with the Edmonton Oilers. He finished the 2017-18 season with 39 goals and 54 assists for 93 points in 76 games.

3. Connor McDavid (2017) - At just 20 years old, McDavid won the Hart Memorial Trophy after registering 100 points in 82 games. He also won his first of back-to-back Art Ross Trophies.