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discovery capital management team
discovery capital management team
Rob Citrone established Discovery Capital Management in 1999, which is a hedge fund that invests in emerging markets. We have decades of combined investment, advisory and operational experience with leading global firms. He holds multiple, professional certifications, is a Registered Architect, member of the American Institute of Architects, and is LEED- accredited by the US Green Building Council. Stephanie Ercegovic is President and a Senior Macro Analyst at Discovery Capital Management, a $12B investment firm that specializes in multi-asset class investing across global financial markets - emerging and developed. E. J. Ourso College of Business at Louisiana State University with a B.S. Join the Discovery Capital Management team. This article about a financial services corporation of the United States is a stub. Peter serves on the board of The Intersect Group, an investment of American Discovery Fund, L.P. Peter has 35 years of experience in I.T./business services and staffing industry leadership, corporate law, and private investing. She also led a portfolio of multi-family assets in the Mid-Atlantic from pre-construction through disposition. He and his wife, Virginie, have been married for 20 years and have three children. In 1994 he relocated to Tampa, Florida, where he went to work for Price Waterhouse providing research and analysis to the firms management. To instill this drive in his team, beginning with his teams at Nuveen and continuing today, Paul passionately embraces, lives and evangelizes the FISH! Investor Type Venture Capital. That work led him to Chicago and a consulting position with Ernst & Youngs real estate technology practice. DISCOVERY CAPITAL MANAGEMENT, LLC - Investment Adviser Firm Investment Adviser Public Disclosure Investment Adviser Search Investment Adviser Data Resources FORM ADV Registration/Reporting Status Part 2 Brochures View Form ADV By Section Accountant Surprise Examination Report Individual Firm at Performance SEC form, multiple filers or classes of filers, and much more.***. We started ADC in 2016 to return to these roots and share our knowledge, relationships and capital to help these businesses grow and succeed. 83 people.[1][2]. Tony holds an MBA from the Stanford Graduate School of Management and a BA degree, cum laude, in Business Economics from UCLA. Julie Thompson is an impassioned team builder and decorated sales leader whose 20 years of broader healthcare industry experience span sectors including senior living, home health and hospice care, and diagnostic testing. Greg has an MBA in Finance from UCLA and graduated with a Bachelor of Arts degree in Economics from Stanford University. How do I update this listing? Their last reported 13F filing for Q4 2022 included $686,274,137 in managed 13F securities and a top 10 holdings concentration of 63.31%. Tisha began her career as a Sales Director, promoted to a Selling Specialist Role and promoted to Regional Sales Director roles. Discovery Capital Management, LLC is an investment manager based in South Norwalk, Connecticut that was founded by Robert Citrone in 1999. We team from different jurisdiction thus resulting in having appropriate experience to set up, manage and administer investment fund (RADIANCE MINING FUND; investment opportunities arising in the Mining Industry). 228 Followers. Kevin Cohn has 25 years of successful executive, operational and finance experience leading private and public companies in the technology and business services sectors. Mr. Costello is the Chief Financial Officer for Discovery Senior Living. She also served as Senior National Account Director and Vice President of Partner Success for Caring.com for five years (2014-2019). She is registered with FINRA as a General Securities Representative (Series 7, 79 and 63) and a General Securities Principal (Series 24). Well-versed in strategic planning, leadership and financial analysis, and a graduate of the U.S. ? Before becoming an investor, Laurent was a real estate developer in Europe where he successfully built office and residential properties in Brussels. He led a process of integrating business units, fostering collaboration across units and developing a cohesive go-to-market strategy as One Company. Kevin is a licensed CPA and received a B.S. He has also served his local community by providing individuals with personal financial management training and coaching. His hedge funds tend to make macro. Alt Turnover is calculated by taking either the total MV of new purchases or Rob Citrone once worked as a portfolio manager at Fidelity Investments and Tiger Management before founding Discovery Capital. Application. He has a proven track record of delivering unique and timely funding options to provide liquidity for challenging middle market companies as well as individuals - developing innovative private capital sourcing solutions to complex investment issues, seeking value through bottom-up modeling, valuation, liquidity, and structure. Ms. Thies graduated Cum Laude from Pace University, Lubin School of Business and holds a B.B.A. Anthony (Tony) Shepherd serves as the CFO of American Discoverys private equity fund entities as well as the broker-dealer, American Discovery Advisors. All text and design is copyright 2020 WhaleWisdom.com. Through Mr. Hutchinsons leadership, the family of companies has achieved significant growth; more than tripling in size over the last five years and ranking amongst the top 10 operators in the country. Their last reported 13F filing for Q4 2022 included $686,274,137 in managed 13F securities Fund Facts. Peter started his career as a corporate attorney and clerked for the Honorable Federal District Judge George Cire of the Southern District of Texas. This will schedule a job to export all requested 13f holdings data for this filer. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. While at DLJ, he completed M&A transactions, private equity investments, IPO and other equity offerings, and leveraged buyouts for high-growth companies and LBO sponsors in a wide variety of sectors, including Technology, Business Services, Media, Financial Services and Wireless Communications. There, over a 15-year tenure, he held multiple leadership positions and ultimately became the companys Vice President overseeing all aspects of Food and Beverage operations for more than 600 locations. Whalewisdom has at least 68 13F filings, 7 13D filings, and 49 13G filings. Laurent has been investing in private equity in technology and biotechnology for the past 15 years. Jason earned a Master of Business Administration from. Prior to joining Sirius, Kevin spent 15 years as an officer and member of the Executive Committees of three public companies with enterprise values up to $2 billion. Discovery's point of difference starts with our team whose collective experience is global, extensive, and strategic. Before joining the Discovery team, Dave was a Senior Vice President of Operations Support for CA Ventures Senior Living division. From 2001 to 2006, Kevin was the Vice President, Finance for BindView Development, a Nasdaq listed global IT security software provider that was successfully sold to Symantec in 2006 for $209 million. Discovery Invest and Employee Benefits DR JONATHAN BROOMBERG Chief Executive Officer: Discovery Health JOHN ROBERTSON Executive Director (retired effective 31 August 2018) The detailed curricula vitae of our leadership team can be found in the Governance Report on www.discovery.co.za. . . Frank and his wife Vikki have been married since 1992 and have three children. She is a graduate of Argentums inaugural LEAD Program, a Certified Direct Marketing Professional, and multiple national award winner for outstanding media and specialized print publications. We strive to make working with ADC collaborative, positive and enjoyable. She continues to serve the industry with cutting-edge marketing, while developing creative marketing and operational programs, innovative community clubhouses and apartments spaces and exceptional resident experiences for the companys newest product line called Experiential Living Communities. These creative marketing strategies and innovative ideas have propelled Discovery Senior Living to become a leader in the industry. The process took 1 day. Discovery Capital Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2022. Prior to Bridge, Paul invested 11 years in developing and optimizing the Commercial Real Estate and Multifamily platform for Nuveen Real Estates >$100 Billion global Real Estate portfolio as Managing Director Head of Financial Operations, Global Real Estate and Alternative Investments. In his current role, he leverages expert knowledge and prior experience to navigate critical operations challenges including technology and systems integrations, local, state and federal regulatory compliance, budgeting and forecasting and managing operating costs. You must have a subscription to view WhaleScore histories. His current corporate board of director positions include: Critical Alert Systems (Chairman) and VCC Optoelectronics. 11,718.12. All rights reserved. Best described as a decisive decision maker, Erin creates revenue- and resident-focused programs for changing markets, all while fostering an inclusive environment that values the diverse, multicultural and multigenerational nature of the senior living industry and workforce. Timothy Cesar is a prominent healthcare law specialist and popular presenter at national healthcare seminars. Ryan is a Associate at American Discovery Capital. Discovery Capital had more than $12 billion in AUM at the end of 2013. Prior to 1997, Kevin worked in various capacities in the audit practices of Ernst & Young and Arthur Andersen serving high growth clients in the technology, healthcare and business services sectors. We provide M&A, capital raising and restructuring advisory services to leading private and public companies. Brian began his career in industry at the Ford Motor Company in Product Development Engineering, and assisted on the first major re-engineering of the very successful original Taurus. As the President of Discovery Development Group and Discovery Design Concepts, Akash leads the in-house development, construction and design division of the Discovery Senior Living organization. Ranked #132 out of 483 Hedge Fund Managers. Lous leadership lead the sales department to full occupancy recovery; reached in June 2021 from February 2020 pre-pandemic levels; a feat very few senior living operators were able to achieve within that timing. During Kevins tenure, Metamor executed over 60 acquisitions globally with aggregate transaction values in excess of $1 billion, raised $190 million through the IPO of 20 percent of its wholly-owned subsidiary Xpedior, divested three business units for $685 million and completed three financing transactions raising over $700 million. Since then, Peter has been active with the University of the Pennsylvania in a variety of leadership roles. Website: www.discoverycapital.com Employees (this site): Actual Employees (all sites): Actual Revenue: Modelled Year Started: Unlock full sales materials and reports Contacts Get in Touch with 1 Principals* and 20 Contacts Robert Citrone Member Contact 2 Contact 3 Contact 4 See All Contacts Dynamic search and list-building capabilities DISCOVERY SPECIAL OPPORTUNITIES III, LTD. In this article, we will be discussing the 10 stocks that billionaire Rob Citrone is selling. Management fees (p.a. Jeff holds an MBA from Harvard Business School and a B.A. He has over thirty years experience in advising technology companies, managing technology funds, in sourcing, analyzing and closing venture capital investment opportunities, and corporate finance transactions. Tisha has worked in the Senior Living Sales and Marketing Industry for the past 15+ years in several different demographics. Please upgrade today! About the team: Paytm Payments Bank is India's mobile-first bank with zero balance-zero digital transaction charge accounts. He also enjoys running, skiing, mountain biking, and basketball. Cindy proudly resides in Tampas beautiful Westchase community with her husband, John, and several four-legged family members. Jason earned a Master of Business Administration from Columbia Business School. Awardee (The Outstanding Professional in Sales by the Sales & Marketing Executives International). In 2010, Frank began consulting for TPG Capital and later that year TPG acquired the data businesses of Macdonald Dettwiler (MDA) and rebranded the company Decision Insight. David is also ranked by Forbes as one of the "Top 100 Wealth Advisors" in the country. Baron is an asset management firm focused on delivering growth equity investment solutions. Brian graduated with an MBA from Harvard Business School (HBS) in 1993. OriginalWhaleScore Herpain Urbis added retail investments and construction to its development business. Create Email Alert, ***Log In or He has also taught both undergraduate and graduate courses in negotiation at Marquette University School of Management. in Business Administration with a concentration in Finance from the University of Southern California, Marshall School of Business in 2019. Nicole is also a Certified Dementia Practitioner and was honored as Volunteer of the Year from the Alzheimers Association in San Antonio and South Texas in 2014. Prior to that, Dave served as Vice President of Strategy & Business Development for Enlivant Senior Living, where he successfully led the operational performance turnaround and strategic growth of that company. Rob is one of the longest standing managers in the space and the largest investor in his fund. We provide advisory services to leading privately owned and publicly-traded companies, including corporate sales, divestitures, mergers, acquisitions, joint venture/partnerships, restructuring and private and public capital solutions. His vision of developing a business culture of innovation, integrity and creativity, while being analytically driven, has pushed the company to the leading edge of the industry, redefining seniors housing along the way. France 25 Rue Albert Pottier 25, Allonnes, Pays de la Loire, 49650, France. He is currently on the Board of Overseers for the University of Pennsylvania Library System. Most recently, he was a Partner at Moelis & Company and focused on clients in the technology and business services sector. As previously announced, Discovery President and CEO David Zaslav will lead WBD with a best-in-class management team and operational and creative leadership from both companies. . Paul was responsible for Client Accounting for 2 large, sophisticated investment firms, delivering timely and accurate financial reporting for 9 Funds, for Lease Accounting, ensuring Resident Ledger integrity throughout the Lease lifecycle, and for its Corporate Accounting and Budgeting and Forecasting. Portfolio Gain +131.82%. John studied at the University of Pennsylvanias Wharton School and the Ross School of Business at the University of Michigan, where he earned a Bachelor of Business Administration. In this article, we will be discussing the 10 best dividend stocks to buy according to Tiger Cub Rob Citrone. In 1988 Hal co-founded the Breitburn group of companies where he served as Co-CEO, CEO and as a member of the Board of Directors. Trevor is a Junior Analyst at American Discovery Capital. From 2004-2007, Mr. Pauley worked as an Associate at Ivy Asset Management, a Fund of Hedge Funds and began his career at Lincoln Financial. Peter has experience investing in a broad range of industries including: financial and business services, healthcare services, software and outsourcing. Use the CB Insights Platform to explore Discovery Capital Management's full profile. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics (NASDAQ: ITOS). I analyze and optimize business processes and I have the natural ability to summarize complex business requirements into a language that everyone understands. Christian has worked in the Senior Living Industry for the past 20+ years in sales and business development. 2023 2024 2025; Revenue: 9,272 9,575 10,279 Dividend: 0.00 0.00 0.00 Dividend Yield (in %) - - - EPS He received his Bachelors of Science in Management with a concentration in Human Resources from the University of New Orleans where he was a Board Member of Alpha Theta Epsilon Honor Society and was elected to the Student Government Association as a member of the House of Representatives. From 2000 to 2004, he was Co-Portfolio Manager for Dreyfus Premier Enterprise Fund, and from 1998 to 2004, he was head of Founders' micro-, small- and mid-cap growth team. Mr. Jaako has extensive experience serving on the Boards of portfolio companies, and on the Boards of Canadian Exchanges, including; Toronto Stock Exchange, TSX Group, TMX Group, Inc., and TMX Group Limited, with subsidiaries Montreal Exchange, and TSX Venture Exchange. Use the CB Insights Platform to explore Discovery Capital's full . While at Pace, she was a member of Alpha Chi Honor Society. Prior to Duff & Phelps, Greg was a senior vice president with Houlihan Lokey. At DLJ, Brian co-founded the firms technology group and worked on a number of significant IPOs, high-yield, merger & acquisition and merchant banking transactions primarily in the technology sector. The new company's Board of Directors will consist of 13 members, seven initially appointed by AT&T, including the chairperson of the board; Discovery has designated . Discovery Capital Management is an American hedge fund, with a focus on emerging markets. Jason graduated with honors from the Paul Merage School of Business at the University of California, Irvine. Well-versed in project management, analytics, cost control and financial analysis, Akash earned a Bachelor of Architecture in his native India before completing his Masters of Architecture at the University of Florida and MBA studies at Emory University in Atlanta. Retrieved May 1, 2017. You can view more information on Discovery Capital Management including private fund info, contact info, top management and executives, website, email addresses, and more below: Ryan began his career as a financial analyst at PennyMac Financial Services, a publicly traded residential mortgage company. Phone Number 604 662 3457. Hal also served on the Board of Directors of Jones Energy (NYSE: JONE), a publicly traded oil & gas company with operations in Texas and Oklahoma. Greg has been a successful investment banker and franchise builder for more than 30 years with broad experience advising owners of middle market private companies, boards of directors of public companies, C-suite executives, private equity firms, charitable foundations, ERISA-covered trusts and Employee Stock Ownership Plans (ESOPs). Sorry, no results has been found matching your query. Additionally, he was responsible for constructing the pro forma financial models for all new projects and he worked closely with the CFO on all major financing transactions. As founders ourselves, we are personally aligned with the success of our clients and portfolio companies. From planning and executing mergers and acquisitions to redeveloping and converting senior apartment complexes to independent living, Nicole has been integral in bringing quality senior living to discerning seniors across multiple states and locales. After earning a Bachelor of Fine Arts degree from Michigan State University, she served large-scale, Chicago-based healthcare entities, leading the development and execution of traditional and digital marketing programs, branding and communications initiatives, creative, design and content production, as well as user experience and other key strategic functions. The successful and diverse rental portfolio features large luxury, resort-style campuses, state-of-the-art care communities, smaller village- inspired wellness and care communities and secured memory care neighborhoods. While at UBS, he advised on some of the largest Capital Markets and M&A transactions in the Enterprise Software sector globally, including a $2.0 billion convertible bond offering for Symantec (Nasdaq: SYMC); a $600 million convertible bond offering for Business Objects SA (Nasdaq: BOBJ); the $745 million sale of Telelogic AB to IBM; the $400 million sale of SurfControl plc to Websense (Nasdaq: WBSN); the $350 million sale of Safeboot plc to McAfee (NYSE: MFE); and the $340 million acquisition by IBM of iLog Inc. His enterprise software coverage universe encompassed companies in the ERP, enterprise applications, SaaS, business intelligence and security subsectors, with a particular focus on high-growth, middle-market companies. The firm only manages funds, with institutional investors having the ability to invest in them. I applied through other source. In addition to the Boards of Breitburn and Pacific Coast, Hal served on the Board (including serving as Chairman) of Rentech, Inc. (NASDAQ: RTK) an alternative energy company and the General Partner of Rentech Nitrogen Partners (NYSE: RNF), a publicly traded Master Limited Partnership in the nitrogen fertilizer business. Mr. Shepherd served most recently as the CFO of AMS Fulfilment, a portfolio company of Fort Point Capital with revenues of over $120M and over 500 employees. He was co-head of the firm's Private Equity Fund and initiatives for 14 years. Discovery Capital is part of the Venture Capital & Private Equity industry, and located in Canada. Dave brings to our organization extensive experience in developing and executing corporate strategic growth Initiatives and building high-performing teams. Bonita Springs, FL 34134, Severe Weather & Emergency Updates by Location, Senior Vice President of Marketing and Product Development, Regional Director of Sales, Discovery Commons National Brand, Discovery Senior Living Community Options. ? During his tenure at Moelis & Co., he advised on some of the largest and most-prominent transactions in the Enterprise Software sector, including: Epicor Softwares (Nasdaq: EPIC) $980 million sale to Apax Partners; BMC Softwares (NYSE: BMC) $6.9 billion sale to Bain Capital, Golden Gate Capital, GIC Special Investments Pte Ltd and Insight Venture Partners; and CDC Softwares (Nasdaq: CDCS) $350 million bankruptcy restructuring, including the sale of its enterprise software assets to Vista Equity Partners. 58 2016 Capital: $11 billion 2015 Hedge Fund 100 Rank: No. Scott Evans has been working as a Discovery Capital Management at Discap for 10 years. He has been married to his wife Elizabeth since 1990 and they have three children. He started his career at PriceWaterhouse, becoming a California CPA and then serving in the Corporate Restructuring practice, advising clients in bankruptcies, workouts and turnarounds. During his tenure at ADC, he and has advised numerous clients, across a broad range of industries, through mergers and acquisitions, debt and equity capital raises, and financial restructurings. C112011393. Having held positions in business development, operations, management, sales and strategic marketing, she utilizes quantitative and qualitative research methods and critical thinking and analysis to develop brand awareness, create efficiencies and cost savings, increase revenue streams, and provide strategic and tactical support to Discovery communities. In this role, Mike worked with YapStone's founder and CEO to develop growth strategies for YapStone's vertical businesses, including RentPayment and VacationRentPayment, and oversaw the implementation and coordination of these strategies across sales, business development, marketing, customer support, product development and recruiting/HR. Request a demo. Kevin joined Sirius in 2012 with corporate strategy, executive oversight and day-to-day operating responsibilities. While at Wireless Capital, he was involved with the Companys sale to Melody Capital Partners, its acquisition of CCGs ground lease portfolio and the $150mm securitization of its ground leases portfolio. In his current role with Discovery, Akashs experience with different building types and talent for facilitating creative building solutions to projects with complex programmatic needs, site requirements and financial structures is crucial for continually advancing new construction and remodeling initiatives which span our multi-brand, national and regional community portfolio each year. in Business Administration from Southern Methodist University. In 2011, Frank assumed the additional role of Executive Chairman at DataQuick, the companys provider of U.S. property data and analytics. September 20th, 2022 - Hedge Fund Analysis Hedge Funds News, July 13th, 2022 - Hedge Funds Insider Trading, December 9th, 2021 - Hedge Funds Insider Trading, April 2nd, 2021 - Hedge Funds Insider Trading, February 5th, 2020 - Hedge Funds Insider Trading, October 28th, 2019 - Hedge Funds Insider Trading. Discovery Capital Management, LLC is an investment firm providing advisory services for private funds and investors. We have assembled a leadership team with deep Mexico experience. His operating experience includes extensive merger & acquisition focus around strategy, contract negotiation, due diligence and integration. At Trinity Capital, Tony served simultaneously as an SVP investment banker as well as the CFO, CCO and FinOp and held Series 7, 24, 28 and 63 licenses. Inflationary pressures in the global economy are temporary and wont be long-term problems, according to hedge fund investor Anthony Scaramucci. Now residing in Florida, she is a proud mother of three children, Hutch, Deegan and Havi. As of December 2021, the firm manages more than $13 billion in assets. She began her career as a Registered Nurse and has multifaceted experience in clinical management, operations, and sales. Lisa Lacy has more than twenty years experience in human resources, with the majority specifically in the senior living industry. It launches and manages hedge funds for its clients. The company began to experience strong organic revenue and EBITDA growth in a down market. A native of South Georgia, Julie is a proud graduate of Georgia Southern University, and earned a Bachelor of Science in Public Relations in 2001. Highly visible and accessible, our company (and community) leaders maintain open-door policies, and promote autonomy and the continued pursuit of excellence and innovation. In her current role as Divisional Sales Director for the TerraBella Senior Living regional brand, she oversees Sales and Marketing departmental efforts to build census and achieve occupancy goals, as well as promotes educational and developmental programs for team members. Prior to joining Discovery, Paul was Senior Vice President of Accounting & Finance at Bridge Homes, a Single-Family Rental Asset Management and Property Management firm launched in November 2016 and now managing > 4,600 properties across 13 Markets in 11 States. Wealth Management Team. Adam's career has been entrenched in the natural resources sector where he has worked for Tier-1 mining firms and in . When completed, an email will be sent to the email address you specify Get Contact Info for All Departments. He was also instrumental in the design, creation and implementation of an in-house Sales Contact Center, which launched in 2021. Discovery Capital has continued its successful track record in venture capital investment and fund management through the BC Discovery Fund. Early in his career, he honed his investment skills by engaging with some of the most prominent value, distressed, special situation, and fixed income investors at the time including Mutual Shares, Kayne Anderson, Odyssey Partners, 61 Associates, Mercury Investments, Great Pacific Capital, Patricof & Co., and others. In this role, he was responsible for development and implementation of strategic initiatives, portfolio valuation, risk management and investor reporting. degree from Stanford University. Hes also a proven innovator with a reputation for designing cutting-edge programs that enhance the prospect and resident experience. DISCOVERY SPECIAL OPPORTUNITIES III MASTER FUND, LTD. Its investors include Softbank, Ant Financial, AGH Holdings, SAIF Partners, Berkshire Hathaway, T Rowe Price and Discovery Capital. It was here that he discovered the tremendous positive impact those serving seniors make and developed a passion for the industry. With Discovery, Hughes applies her breadth of experience and forward-thinking mindset to nurture and further advance a centralized sales culture thats at the leading edge of the seniors housing industry. Apply to Investment Banking Analyst, Returns Manager, Business Analyst and more! Launched in 1994, Deerfield Management Company is an investment firm dedicated to advancing healthcare through information, investment, and philanthropyall toward the end goal of cures for disease, improved quality of life, and reduced cost of care. Muncie Mall Easter Bunny, Articles D
Rob Citrone established Discovery Capital Management in 1999, which is a hedge fund that invests in emerging markets. We have decades of combined investment, advisory and operational experience with leading global firms. He holds multiple, professional certifications, is a Registered Architect, member of the American Institute of Architects, and is LEED- accredited by the US Green Building Council. Stephanie Ercegovic is President and a Senior Macro Analyst at Discovery Capital Management, a $12B investment firm that specializes in multi-asset class investing across global financial markets - emerging and developed. E. J. Ourso College of Business at Louisiana State University with a B.S. Join the Discovery Capital Management team. This article about a financial services corporation of the United States is a stub. Peter serves on the board of The Intersect Group, an investment of American Discovery Fund, L.P. Peter has 35 years of experience in I.T./business services and staffing industry leadership, corporate law, and private investing. She also led a portfolio of multi-family assets in the Mid-Atlantic from pre-construction through disposition. He and his wife, Virginie, have been married for 20 years and have three children. In 1994 he relocated to Tampa, Florida, where he went to work for Price Waterhouse providing research and analysis to the firms management. To instill this drive in his team, beginning with his teams at Nuveen and continuing today, Paul passionately embraces, lives and evangelizes the FISH! Investor Type Venture Capital. That work led him to Chicago and a consulting position with Ernst & Youngs real estate technology practice. DISCOVERY CAPITAL MANAGEMENT, LLC - Investment Adviser Firm Investment Adviser Public Disclosure Investment Adviser Search Investment Adviser Data Resources FORM ADV Registration/Reporting Status Part 2 Brochures View Form ADV By Section Accountant Surprise Examination Report Individual Firm at Performance SEC form, multiple filers or classes of filers, and much more.***. We started ADC in 2016 to return to these roots and share our knowledge, relationships and capital to help these businesses grow and succeed. 83 people.[1][2]. Tony holds an MBA from the Stanford Graduate School of Management and a BA degree, cum laude, in Business Economics from UCLA. Julie Thompson is an impassioned team builder and decorated sales leader whose 20 years of broader healthcare industry experience span sectors including senior living, home health and hospice care, and diagnostic testing. Greg has an MBA in Finance from UCLA and graduated with a Bachelor of Arts degree in Economics from Stanford University. How do I update this listing? Their last reported 13F filing for Q4 2022 included $686,274,137 in managed 13F securities and a top 10 holdings concentration of 63.31%. Tisha began her career as a Sales Director, promoted to a Selling Specialist Role and promoted to Regional Sales Director roles. Discovery Capital Management, LLC is an investment manager based in South Norwalk, Connecticut that was founded by Robert Citrone in 1999. We team from different jurisdiction thus resulting in having appropriate experience to set up, manage and administer investment fund (RADIANCE MINING FUND; investment opportunities arising in the Mining Industry). 228 Followers. Kevin Cohn has 25 years of successful executive, operational and finance experience leading private and public companies in the technology and business services sectors. Mr. Costello is the Chief Financial Officer for Discovery Senior Living. She also served as Senior National Account Director and Vice President of Partner Success for Caring.com for five years (2014-2019). She is registered with FINRA as a General Securities Representative (Series 7, 79 and 63) and a General Securities Principal (Series 24). Well-versed in strategic planning, leadership and financial analysis, and a graduate of the U.S. ? Before becoming an investor, Laurent was a real estate developer in Europe where he successfully built office and residential properties in Brussels. He led a process of integrating business units, fostering collaboration across units and developing a cohesive go-to-market strategy as One Company. Kevin is a licensed CPA and received a B.S. He has also served his local community by providing individuals with personal financial management training and coaching. His hedge funds tend to make macro. Alt Turnover is calculated by taking either the total MV of new purchases or Rob Citrone once worked as a portfolio manager at Fidelity Investments and Tiger Management before founding Discovery Capital. Application. He has a proven track record of delivering unique and timely funding options to provide liquidity for challenging middle market companies as well as individuals - developing innovative private capital sourcing solutions to complex investment issues, seeking value through bottom-up modeling, valuation, liquidity, and structure. Ms. Thies graduated Cum Laude from Pace University, Lubin School of Business and holds a B.B.A. Anthony (Tony) Shepherd serves as the CFO of American Discoverys private equity fund entities as well as the broker-dealer, American Discovery Advisors. All text and design is copyright 2020 WhaleWisdom.com. Through Mr. Hutchinsons leadership, the family of companies has achieved significant growth; more than tripling in size over the last five years and ranking amongst the top 10 operators in the country. Their last reported 13F filing for Q4 2022 included $686,274,137 in managed 13F securities Fund Facts. Peter started his career as a corporate attorney and clerked for the Honorable Federal District Judge George Cire of the Southern District of Texas. This will schedule a job to export all requested 13f holdings data for this filer. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. While at DLJ, he completed M&A transactions, private equity investments, IPO and other equity offerings, and leveraged buyouts for high-growth companies and LBO sponsors in a wide variety of sectors, including Technology, Business Services, Media, Financial Services and Wireless Communications. There, over a 15-year tenure, he held multiple leadership positions and ultimately became the companys Vice President overseeing all aspects of Food and Beverage operations for more than 600 locations. Whalewisdom has at least 68 13F filings, 7 13D filings, and 49 13G filings. Laurent has been investing in private equity in technology and biotechnology for the past 15 years. Jason earned a Master of Business Administration from. Prior to joining Sirius, Kevin spent 15 years as an officer and member of the Executive Committees of three public companies with enterprise values up to $2 billion. Discovery's point of difference starts with our team whose collective experience is global, extensive, and strategic. Before joining the Discovery team, Dave was a Senior Vice President of Operations Support for CA Ventures Senior Living division. From 2001 to 2006, Kevin was the Vice President, Finance for BindView Development, a Nasdaq listed global IT security software provider that was successfully sold to Symantec in 2006 for $209 million. Discovery Invest and Employee Benefits DR JONATHAN BROOMBERG Chief Executive Officer: Discovery Health JOHN ROBERTSON Executive Director (retired effective 31 August 2018) The detailed curricula vitae of our leadership team can be found in the Governance Report on www.discovery.co.za. . . Frank and his wife Vikki have been married since 1992 and have three children. She is a graduate of Argentums inaugural LEAD Program, a Certified Direct Marketing Professional, and multiple national award winner for outstanding media and specialized print publications. We strive to make working with ADC collaborative, positive and enjoyable. She continues to serve the industry with cutting-edge marketing, while developing creative marketing and operational programs, innovative community clubhouses and apartments spaces and exceptional resident experiences for the companys newest product line called Experiential Living Communities. These creative marketing strategies and innovative ideas have propelled Discovery Senior Living to become a leader in the industry. The process took 1 day. Discovery Capital Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2022. Prior to Bridge, Paul invested 11 years in developing and optimizing the Commercial Real Estate and Multifamily platform for Nuveen Real Estates >$100 Billion global Real Estate portfolio as Managing Director Head of Financial Operations, Global Real Estate and Alternative Investments. In his current role, he leverages expert knowledge and prior experience to navigate critical operations challenges including technology and systems integrations, local, state and federal regulatory compliance, budgeting and forecasting and managing operating costs. You must have a subscription to view WhaleScore histories. His current corporate board of director positions include: Critical Alert Systems (Chairman) and VCC Optoelectronics. 11,718.12. All rights reserved. Best described as a decisive decision maker, Erin creates revenue- and resident-focused programs for changing markets, all while fostering an inclusive environment that values the diverse, multicultural and multigenerational nature of the senior living industry and workforce. Timothy Cesar is a prominent healthcare law specialist and popular presenter at national healthcare seminars. Ryan is a Associate at American Discovery Capital. Discovery Capital had more than $12 billion in AUM at the end of 2013. Prior to 1997, Kevin worked in various capacities in the audit practices of Ernst & Young and Arthur Andersen serving high growth clients in the technology, healthcare and business services sectors. We provide M&A, capital raising and restructuring advisory services to leading private and public companies. Brian began his career in industry at the Ford Motor Company in Product Development Engineering, and assisted on the first major re-engineering of the very successful original Taurus. As the President of Discovery Development Group and Discovery Design Concepts, Akash leads the in-house development, construction and design division of the Discovery Senior Living organization. Ranked #132 out of 483 Hedge Fund Managers. Lous leadership lead the sales department to full occupancy recovery; reached in June 2021 from February 2020 pre-pandemic levels; a feat very few senior living operators were able to achieve within that timing. During Kevins tenure, Metamor executed over 60 acquisitions globally with aggregate transaction values in excess of $1 billion, raised $190 million through the IPO of 20 percent of its wholly-owned subsidiary Xpedior, divested three business units for $685 million and completed three financing transactions raising over $700 million. Since then, Peter has been active with the University of the Pennsylvania in a variety of leadership roles. Website: www.discoverycapital.com Employees (this site): Actual Employees (all sites): Actual Revenue: Modelled Year Started: Unlock full sales materials and reports Contacts Get in Touch with 1 Principals* and 20 Contacts Robert Citrone Member Contact 2 Contact 3 Contact 4 See All Contacts Dynamic search and list-building capabilities DISCOVERY SPECIAL OPPORTUNITIES III, LTD. In this article, we will be discussing the 10 stocks that billionaire Rob Citrone is selling. Management fees (p.a. Jeff holds an MBA from Harvard Business School and a B.A. He has over thirty years experience in advising technology companies, managing technology funds, in sourcing, analyzing and closing venture capital investment opportunities, and corporate finance transactions. Tisha has worked in the Senior Living Sales and Marketing Industry for the past 15+ years in several different demographics. Please upgrade today! About the team: Paytm Payments Bank is India's mobile-first bank with zero balance-zero digital transaction charge accounts. He also enjoys running, skiing, mountain biking, and basketball. Cindy proudly resides in Tampas beautiful Westchase community with her husband, John, and several four-legged family members. Jason earned a Master of Business Administration from Columbia Business School. Awardee (The Outstanding Professional in Sales by the Sales & Marketing Executives International). In 2010, Frank began consulting for TPG Capital and later that year TPG acquired the data businesses of Macdonald Dettwiler (MDA) and rebranded the company Decision Insight. David is also ranked by Forbes as one of the "Top 100 Wealth Advisors" in the country. Baron is an asset management firm focused on delivering growth equity investment solutions. Brian graduated with an MBA from Harvard Business School (HBS) in 1993. OriginalWhaleScore Herpain Urbis added retail investments and construction to its development business. Create Email Alert, ***Log In or He has also taught both undergraduate and graduate courses in negotiation at Marquette University School of Management. in Business Administration with a concentration in Finance from the University of Southern California, Marshall School of Business in 2019. Nicole is also a Certified Dementia Practitioner and was honored as Volunteer of the Year from the Alzheimers Association in San Antonio and South Texas in 2014. Prior to that, Dave served as Vice President of Strategy & Business Development for Enlivant Senior Living, where he successfully led the operational performance turnaround and strategic growth of that company. Rob is one of the longest standing managers in the space and the largest investor in his fund. We provide advisory services to leading privately owned and publicly-traded companies, including corporate sales, divestitures, mergers, acquisitions, joint venture/partnerships, restructuring and private and public capital solutions. His vision of developing a business culture of innovation, integrity and creativity, while being analytically driven, has pushed the company to the leading edge of the industry, redefining seniors housing along the way. France 25 Rue Albert Pottier 25, Allonnes, Pays de la Loire, 49650, France. He is currently on the Board of Overseers for the University of Pennsylvania Library System. Most recently, he was a Partner at Moelis & Company and focused on clients in the technology and business services sector. As previously announced, Discovery President and CEO David Zaslav will lead WBD with a best-in-class management team and operational and creative leadership from both companies. . Paul was responsible for Client Accounting for 2 large, sophisticated investment firms, delivering timely and accurate financial reporting for 9 Funds, for Lease Accounting, ensuring Resident Ledger integrity throughout the Lease lifecycle, and for its Corporate Accounting and Budgeting and Forecasting. Portfolio Gain +131.82%. John studied at the University of Pennsylvanias Wharton School and the Ross School of Business at the University of Michigan, where he earned a Bachelor of Business Administration. In this article, we will be discussing the 10 best dividend stocks to buy according to Tiger Cub Rob Citrone. In 1988 Hal co-founded the Breitburn group of companies where he served as Co-CEO, CEO and as a member of the Board of Directors. Trevor is a Junior Analyst at American Discovery Capital. From 2004-2007, Mr. Pauley worked as an Associate at Ivy Asset Management, a Fund of Hedge Funds and began his career at Lincoln Financial. Peter has experience investing in a broad range of industries including: financial and business services, healthcare services, software and outsourcing. Use the CB Insights Platform to explore Discovery Capital Management's full profile. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics (NASDAQ: ITOS). I analyze and optimize business processes and I have the natural ability to summarize complex business requirements into a language that everyone understands. Christian has worked in the Senior Living Industry for the past 20+ years in sales and business development. 2023 2024 2025; Revenue: 9,272 9,575 10,279 Dividend: 0.00 0.00 0.00 Dividend Yield (in %) - - - EPS He received his Bachelors of Science in Management with a concentration in Human Resources from the University of New Orleans where he was a Board Member of Alpha Theta Epsilon Honor Society and was elected to the Student Government Association as a member of the House of Representatives. From 2000 to 2004, he was Co-Portfolio Manager for Dreyfus Premier Enterprise Fund, and from 1998 to 2004, he was head of Founders' micro-, small- and mid-cap growth team. Mr. Jaako has extensive experience serving on the Boards of portfolio companies, and on the Boards of Canadian Exchanges, including; Toronto Stock Exchange, TSX Group, TMX Group, Inc., and TMX Group Limited, with subsidiaries Montreal Exchange, and TSX Venture Exchange. Use the CB Insights Platform to explore Discovery Capital's full . While at Pace, she was a member of Alpha Chi Honor Society. Prior to Duff & Phelps, Greg was a senior vice president with Houlihan Lokey. At DLJ, Brian co-founded the firms technology group and worked on a number of significant IPOs, high-yield, merger & acquisition and merchant banking transactions primarily in the technology sector. The new company's Board of Directors will consist of 13 members, seven initially appointed by AT&T, including the chairperson of the board; Discovery has designated . Discovery Capital Management is an American hedge fund, with a focus on emerging markets. Jason graduated with honors from the Paul Merage School of Business at the University of California, Irvine. Well-versed in project management, analytics, cost control and financial analysis, Akash earned a Bachelor of Architecture in his native India before completing his Masters of Architecture at the University of Florida and MBA studies at Emory University in Atlanta. Retrieved May 1, 2017. You can view more information on Discovery Capital Management including private fund info, contact info, top management and executives, website, email addresses, and more below: Ryan began his career as a financial analyst at PennyMac Financial Services, a publicly traded residential mortgage company. Phone Number 604 662 3457. Hal also served on the Board of Directors of Jones Energy (NYSE: JONE), a publicly traded oil & gas company with operations in Texas and Oklahoma. Greg has been a successful investment banker and franchise builder for more than 30 years with broad experience advising owners of middle market private companies, boards of directors of public companies, C-suite executives, private equity firms, charitable foundations, ERISA-covered trusts and Employee Stock Ownership Plans (ESOPs). Sorry, no results has been found matching your query. Additionally, he was responsible for constructing the pro forma financial models for all new projects and he worked closely with the CFO on all major financing transactions. As founders ourselves, we are personally aligned with the success of our clients and portfolio companies. From planning and executing mergers and acquisitions to redeveloping and converting senior apartment complexes to independent living, Nicole has been integral in bringing quality senior living to discerning seniors across multiple states and locales. After earning a Bachelor of Fine Arts degree from Michigan State University, she served large-scale, Chicago-based healthcare entities, leading the development and execution of traditional and digital marketing programs, branding and communications initiatives, creative, design and content production, as well as user experience and other key strategic functions. The successful and diverse rental portfolio features large luxury, resort-style campuses, state-of-the-art care communities, smaller village- inspired wellness and care communities and secured memory care neighborhoods. While at UBS, he advised on some of the largest Capital Markets and M&A transactions in the Enterprise Software sector globally, including a $2.0 billion convertible bond offering for Symantec (Nasdaq: SYMC); a $600 million convertible bond offering for Business Objects SA (Nasdaq: BOBJ); the $745 million sale of Telelogic AB to IBM; the $400 million sale of SurfControl plc to Websense (Nasdaq: WBSN); the $350 million sale of Safeboot plc to McAfee (NYSE: MFE); and the $340 million acquisition by IBM of iLog Inc. His enterprise software coverage universe encompassed companies in the ERP, enterprise applications, SaaS, business intelligence and security subsectors, with a particular focus on high-growth, middle-market companies. The firm only manages funds, with institutional investors having the ability to invest in them. I applied through other source. In addition to the Boards of Breitburn and Pacific Coast, Hal served on the Board (including serving as Chairman) of Rentech, Inc. (NASDAQ: RTK) an alternative energy company and the General Partner of Rentech Nitrogen Partners (NYSE: RNF), a publicly traded Master Limited Partnership in the nitrogen fertilizer business. Mr. Shepherd served most recently as the CFO of AMS Fulfilment, a portfolio company of Fort Point Capital with revenues of over $120M and over 500 employees. He was co-head of the firm's Private Equity Fund and initiatives for 14 years. Discovery Capital is part of the Venture Capital & Private Equity industry, and located in Canada. Dave brings to our organization extensive experience in developing and executing corporate strategic growth Initiatives and building high-performing teams. Bonita Springs, FL 34134, Severe Weather & Emergency Updates by Location, Senior Vice President of Marketing and Product Development, Regional Director of Sales, Discovery Commons National Brand, Discovery Senior Living Community Options. ? During his tenure at Moelis & Co., he advised on some of the largest and most-prominent transactions in the Enterprise Software sector, including: Epicor Softwares (Nasdaq: EPIC) $980 million sale to Apax Partners; BMC Softwares (NYSE: BMC) $6.9 billion sale to Bain Capital, Golden Gate Capital, GIC Special Investments Pte Ltd and Insight Venture Partners; and CDC Softwares (Nasdaq: CDCS) $350 million bankruptcy restructuring, including the sale of its enterprise software assets to Vista Equity Partners. 58 2016 Capital: $11 billion 2015 Hedge Fund 100 Rank: No. Scott Evans has been working as a Discovery Capital Management at Discap for 10 years. He has been married to his wife Elizabeth since 1990 and they have three children. He started his career at PriceWaterhouse, becoming a California CPA and then serving in the Corporate Restructuring practice, advising clients in bankruptcies, workouts and turnarounds. During his tenure at ADC, he and has advised numerous clients, across a broad range of industries, through mergers and acquisitions, debt and equity capital raises, and financial restructurings. C112011393. Having held positions in business development, operations, management, sales and strategic marketing, she utilizes quantitative and qualitative research methods and critical thinking and analysis to develop brand awareness, create efficiencies and cost savings, increase revenue streams, and provide strategic and tactical support to Discovery communities. In this role, Mike worked with YapStone's founder and CEO to develop growth strategies for YapStone's vertical businesses, including RentPayment and VacationRentPayment, and oversaw the implementation and coordination of these strategies across sales, business development, marketing, customer support, product development and recruiting/HR. Request a demo. Kevin joined Sirius in 2012 with corporate strategy, executive oversight and day-to-day operating responsibilities. While at Wireless Capital, he was involved with the Companys sale to Melody Capital Partners, its acquisition of CCGs ground lease portfolio and the $150mm securitization of its ground leases portfolio. In his current role with Discovery, Akashs experience with different building types and talent for facilitating creative building solutions to projects with complex programmatic needs, site requirements and financial structures is crucial for continually advancing new construction and remodeling initiatives which span our multi-brand, national and regional community portfolio each year. in Business Administration from Southern Methodist University. In 2011, Frank assumed the additional role of Executive Chairman at DataQuick, the companys provider of U.S. property data and analytics. September 20th, 2022 - Hedge Fund Analysis Hedge Funds News, July 13th, 2022 - Hedge Funds Insider Trading, December 9th, 2021 - Hedge Funds Insider Trading, April 2nd, 2021 - Hedge Funds Insider Trading, February 5th, 2020 - Hedge Funds Insider Trading, October 28th, 2019 - Hedge Funds Insider Trading. Discovery Capital Management, LLC is an investment firm providing advisory services for private funds and investors. We have assembled a leadership team with deep Mexico experience. His operating experience includes extensive merger & acquisition focus around strategy, contract negotiation, due diligence and integration. At Trinity Capital, Tony served simultaneously as an SVP investment banker as well as the CFO, CCO and FinOp and held Series 7, 24, 28 and 63 licenses. Inflationary pressures in the global economy are temporary and wont be long-term problems, according to hedge fund investor Anthony Scaramucci. Now residing in Florida, she is a proud mother of three children, Hutch, Deegan and Havi. As of December 2021, the firm manages more than $13 billion in assets. She began her career as a Registered Nurse and has multifaceted experience in clinical management, operations, and sales. Lisa Lacy has more than twenty years experience in human resources, with the majority specifically in the senior living industry. It launches and manages hedge funds for its clients. The company began to experience strong organic revenue and EBITDA growth in a down market. A native of South Georgia, Julie is a proud graduate of Georgia Southern University, and earned a Bachelor of Science in Public Relations in 2001. Highly visible and accessible, our company (and community) leaders maintain open-door policies, and promote autonomy and the continued pursuit of excellence and innovation. In her current role as Divisional Sales Director for the TerraBella Senior Living regional brand, she oversees Sales and Marketing departmental efforts to build census and achieve occupancy goals, as well as promotes educational and developmental programs for team members. Prior to joining Discovery, Paul was Senior Vice President of Accounting & Finance at Bridge Homes, a Single-Family Rental Asset Management and Property Management firm launched in November 2016 and now managing > 4,600 properties across 13 Markets in 11 States. Wealth Management Team. Adam's career has been entrenched in the natural resources sector where he has worked for Tier-1 mining firms and in . When completed, an email will be sent to the email address you specify Get Contact Info for All Departments. He was also instrumental in the design, creation and implementation of an in-house Sales Contact Center, which launched in 2021. Discovery Capital has continued its successful track record in venture capital investment and fund management through the BC Discovery Fund. Early in his career, he honed his investment skills by engaging with some of the most prominent value, distressed, special situation, and fixed income investors at the time including Mutual Shares, Kayne Anderson, Odyssey Partners, 61 Associates, Mercury Investments, Great Pacific Capital, Patricof & Co., and others. In this role, he was responsible for development and implementation of strategic initiatives, portfolio valuation, risk management and investor reporting. degree from Stanford University. Hes also a proven innovator with a reputation for designing cutting-edge programs that enhance the prospect and resident experience. DISCOVERY SPECIAL OPPORTUNITIES III MASTER FUND, LTD. Its investors include Softbank, Ant Financial, AGH Holdings, SAIF Partners, Berkshire Hathaway, T Rowe Price and Discovery Capital. It was here that he discovered the tremendous positive impact those serving seniors make and developed a passion for the industry. With Discovery, Hughes applies her breadth of experience and forward-thinking mindset to nurture and further advance a centralized sales culture thats at the leading edge of the seniors housing industry. Apply to Investment Banking Analyst, Returns Manager, Business Analyst and more! Launched in 1994, Deerfield Management Company is an investment firm dedicated to advancing healthcare through information, investment, and philanthropyall toward the end goal of cures for disease, improved quality of life, and reduced cost of care.

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