She started her career in the high yield department of Bankers Trust and Bank of America, followed by senior level roles at several Southern California boutique investment banks. He is responsible for leading the Australian Equities team, and is a Portfolio Manager focussed on large cap equities. Baron is an asset management firm focused on delivering growth equity investment solutions. 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. During Brians tenure, he expanded the business by over 100 bankers and reached a record level of $300 million of revenue in 2007, when it was recognized as the fastest-growing industry group throughout UBS on a global basis. Prior to joining American Discovery Capital, Jason scaled multiple Silicon Valley, NYC, and China based Software and Technology Startups operating within Mobility, FoodTech, Logistics, and Supply Chain industries. Discovery Capital Management's largest holding is Hertz Global Holdings Inc with shares held of 6,688,226. [1] [2] References [ edit] ^ "Robert Citrone". He obtained his Bachelors degree in Health Care Administration from the University of South Florida with a focus in gerontology and psychology. Equal-WTWhaleScore 2.0 Retrieved May 1, 2017. She was appointed President in October 2012 and in this role she chairs a team that leads the strategic initiatives at the firm. Discovery Capital Management, LLC. TEAM - Wolf Hill Capital Paul Rozelle joined Discovery Senior Living as its Chief Accounting Officer, with responsibility for all financial accounting, reporting and analysis, as well as its centralized billing and payable functions, for Discoverys Communities, with its multiple Capital Partners and for its Corporate entities. I analyze and optimize business processes and I have the natural ability to summarize complex business requirements into a language that everyone understands. Heidi is actively involved in the Inaugural American Seniors Housing Associations Sales & Marketing Committee that launched in 2021, and a former Argentum Sales and Marketing Executive Roundtable member. Following UBS, Jason worked as an Investment Associate at Allianz Capital Partners, where he invested into a generalist portfolio of Private Equity and Venture Capital funds for Allianzs global $10b fund of funds. She is a member of the Society of Human Resource Management (SHRM) and has obtained the credentials as a Senior Professional in Human Resources (SPHR) and Senior Certified Professional (SHRM-SCP). I am tech-savvy and fascinated to learn . Discovery Capital Management, Llc Ct 13F-HR Manager Holdings February 2023 Discovery Capital Managers Ltd Jason is a Vice President at American Discovery Capital, where he focuses on the firms advisory assignments and principal investments across all industries. Discovery Capital Management is a hedge fund founded by Robert Citrone. Discovery Capital Management has met the qualifications for inclusion in our WhaleScore system. Over the course of his career Hal has built a number of companies, the largest of which was a private company, Breitburn, that he co-founded and subsequently took public, which grew from $0 to over $1 billion of annual EBITDA under his leadership. Highly visible and accessible, our company (and community) leaders maintain open-door policies, and promote autonomy and the continued pursuit of excellence and innovation. Christian residents in the Greater Tampa Area where he enjoys spending time with his wife and two children. Frank was named CEO of the Information Solutions Group (now called CoreLogic) in January 2008. Wealth Management Team. Application. Quarterly NAV and investment commentary - coming soon. USD. DISCOVERY CAPITAL MANAGEMENT, LLC :: Connecticut (US) :: OpenCorporates Laurents investment approach has always been very entrepreneurial and focused on building relationships with the management in order to assist in building growth and value over the long term. [1] Todd holds an A.B. Rob Citrones Discovery Capital Management is a Connecticut-based hedge fund that was co-founded by the billionaire Tiger Cub in 1999. Erin recently worked as Vice President of Sales for a prominent, luxury senior living provider, a role in which she focused sales efforts in order to grow census and revenue, and cultivate a 15% occupancy gain. Discovery Silver Corp. | Management Mr. Costello graduated from Bentley College with a Bachelor of Science in Finance and was a member of the Phi Theta Kappa National Honor Fraternity. He is an impassioned food and wine enthusiast as well as an avid tennis player and skier who in his leisure time enjoys domestic and international travel, hiking, kayaking and living an active lifestyle. See the Top Performing Hedge-Funds > Rob Citrone . Well-versed in strategic planning, leadership and financial analysis, and a graduate of the U.S. 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. Startup Support | Office of the Vice President for Research Prior to joining Wedbush, Peter was a Managing Director of Alvin V. Shoemaker Investments, Inc. where he managed a family office and multiple investments. 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 GLOBAL CITIZENS MASTER FUND, LTD. Rob Citrone is an American hedge fund manager who in 1999 co-founded Discovery Capital Management, a hedge fund that focuses its investments on emerging markets and has a Q3 13F portfolio worth $1 . Prior to his role as GM, Mike served as SVP of Business Development for YapStone, responsible for YapStone's M&A strategy and the development of strategic partnerships and major client accounts. Most recently at Healthpeak Properties, Hilary oversaw a variety of SHOP and NNN relationships, including one with Discovery Senior Living. E. J. Ourso College of Business at Louisiana State University with a B.S. Before he began his investment banking career, John spent four years as a consultant with Coopers & Lybrand in Boston, London UK, and Chicago, and was licensed as a Certified Public Accountant. in Business Administration with concentrations in Finance and Economics. Jeff Gelles has been a senior leveraged finance and financial restructuring professional for over 25 years. He began his professional career by serving more than 9 years as an officer in the US Air Force Special Operations Command, leading multiple Special Tactic Teams (Combat Control/Pararescue) through numerous deployments throughout Southwest Asia, Europe and Northern Africa. When she isnt boating or enjoying the outdoors with her husband and her dogs, she can be found rescuing animals, volunteering and fighting for animal rights. Ranked #132 out of 483 Hedge Fund Managers. She is registered with FINRA as a General Securities Representative (Series 7, 79 and 63) and a General Securities Principal (Series 24). He was instrumental in building ING Barings West Coast presence, facilitating over $2 billion in equity financings, recapitalizations and mergers and acquisitions.Mr. 58 2016 Capital: $11 billion 2015 Hedge Fund 100 Rank: No. While at Pace, she was a member of Alpha Chi Honor Society. Mr. Costello is the Chief Financial Officer for Discovery Senior Living. Joseph has been married for 27 years to his wife, Vanessa, and they have 3 children. Ms. Thies has a diverse marketing background ranging across a number of different industries, including banking, corporate products and consumer retail products. 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: Team - Discovery Capital Partners Brian joined DLJ as an Associate in 1993 and interned for the firm during the summer of 1992. Working at Discovery Capital Management | Glassdoor the MV of securities sold, whichever is less, Experienced advisors help researchers move through the startup process using a three phase approach. We also review billionaire Rob Citrone's top 10 stock picks. Contents 1 Early life 2 Career 3 Personal life 4 References Early life [ edit] Robert Citrone was born in Latrobe, Pennsylvania, and grew up in Pittsburgh. Discovery Capital 2015 | Vancouver Web Design by, a commitment to value creation to drive profitable exit strategies, an extensive network of investment and industry contacts, a long standing presence in the BC technology community. in Marketing with a minor in Advertising and Promotion. Phone Number 604 662 3457. Video by Haddad Fares (IG: finnwoodsx) Every creature, from the mighty predators that roam the lands to the humble barnacle anchored to a whale's back, plays an essential role in keeping our world wild. and a top 10 holdings concentration of 63.31%. Rob Citrone's $2.4 billion . in Accountancy from the University of Houston. 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. Legal Name Discovery Capital Management Corporation. Location. Forbes.com. Peter was previously CEO and President ofASGN, Incorporated(NYSE: ASGN),a $6 billion market capitalization public company,where he oversaw ASGNs growth into the largest provider of staffing services in the technology, creative, healthcare technology, and life sciences sectors. Discovery Capital had more than $12 billion in AUM at the end of 2013. TEAM - RK Capital Management, LLC Now in his 20th year in the industry, Bill works with his peers on Discoverys Senior Team as they push the organizations growth forward while meeting challenges like workforce management, aging assets, regulatory compliance, financingand a once-in-a-century pandemic. Trend Discovery Capital Management - Unicorn Nest The split unlocked tremendous value with the combined market cap increasing over 120% with an annualized IRR of over 22%. Mr. McEwen holds a B.Comm. Cassandra is the Director of Marketing for Discovery Senior Living and an experienced leader in digital marketing, marketing communications, and campaign execution. I applied through other source. in Business Administration with a concentration in Finance from the University of Southern California, Marshall School of Business in 2019. ? Consistently develop, execute and manage successful selling strategies to increase product sales, market share and profitability. She moved to Southwest Florida shortly thereafter in 1998. OTC_start---0.060679912567139 OTC---0.00020289421081543 . 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. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. And throughout the 20 years that followed, shes held a variety of additional titles, having worked in skilled nursing, admissions, marketing, and sales leadership capacities before being appointed Regional Vice President of Operations. David Kudla has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past fourteen years, and in the top 25 the past nine years. 11,718.12. Awardee (The Outstanding Professional in Sales by the Sales & Marketing Executives International). A so-called Tiger cub who used to work for famed hedge fund manager Julian Robertson, Citrone started his Discovery Capital Management hedge fund firm in 1999 and the only serious down year for . Commercial (Office, Industrial/Logistics, Retail and Self-Storage), Commercial Mortgages and now Senior Living. He is actively involved in the following associations: Executive Board Member of the American Seniors Housing Association; Chairman of The Seniors Housing Political Action Committee; Member of the American Seniors Housing Association Strategic Planning Committee; The Florida Council of 100; Endicott College Board of Trustees, Chairman of the Academic Affair Committee, Member of the Compensation Committee; Chair of the Hutchinson Family Sports Foundation and a Member of the ALOIS Society of the Alzheimers Association. His current corporate board of director positions include: Critical Alert Systems (Chairman) and VCC Optoelectronics. Prior to American Discovery Capital, Avi was CFO of the Filo Group, a boutique wireless advisory firm where he was responsible for all aspects of the companys day-to-day financial operations as well as helping to develop new business strategies and initiatives. Pompan received his M.B.A. from New York University, Graduate School of Business Administration (Stern School of Business) and earned his B.A. . Management fees (p.a. Since joining the company in 2019, he is focused on attracting leaders and building the culture that will satisfy our residents, inspire our team members, and ensure maximum value for our capital partners. Jason is an Analyst at American Discovery Capital. Discovery Senior Living has assembled an Executive Leadership team with more than 100 years of collective experience in the seniors housing industry. He also holds an MBA from the University of Chicagos Booth School of Business. 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. It was also at Price Waterhouse where Mr. Costello began building complex financial models and database applications. S&P 500WhaleScore Steve began his career as an Analyst with American Discovery Capital in 2017 after working as an intern. Get our editors daily picks straight in your inbox! Before joining the Discovery team, Dave was a Senior Vice President of Operations Support for CA Ventures Senior Living division. -71.46 -0.61%. In this article, we will be discussing the 10 stocks that billionaire Rob Citrone is selling. for DISCOVERY CAPITAL MANAGEMENT, LLC, Top 20 equal-weighted holdings. Discovery Capital Management Fund Manager Profile | Preqin We have decades of transactional, operational, capital markets and private equity experience, including as Global Heads of leading businesses at some of the worlds preeminent financial institutions. Laurent serves on the board of a number of private companies in the USA, and also serves on the board of Pacific Oak Strategic Opportunity REIT, a public non-traded REIT based in Los Angeles, California. Mr. Jaako holds a Bachelor of Engineering degree from Lakehead University. Peter holds a J.D. He became an administrator of nursing homes and then transitioned to working at retirement communities as an Executive Director. 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. 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. A sample of past director positions include: ExtruMed, Energy Solutions and Sirius Solutions. We are a cohesive, experienced, and well-connected team that enjoys working with growing companies and their management teams to achieve successful outcomes on transactions of critical importance. He began his career in Boston in the property & casualty insurance industry where he gained proficiency in many of the nuances of risk management. 228 Followers. in Finance. Prior to joining Discovery Senior Living, Cesar served as Vice President of Legal at Brookdale Senior Living, where he held multiple roles throughout a 20-year tenure. Bill connects with the larger senior living industry through his work with the American Seniors Housing Association (ASHA) and Argentum. In this article, we discuss the 5 best dividend stocks to buy according to Tiger Cub Rob Citrone. Scott Evans has been working as a Discovery Capital Management at Discap for 10 years. He is directly responsible for sales strategies and leadership across both Discoverys National Brands and Regional Brands, which operate throughout the United States. In his roles as part of the Investment Banking group at Piper Sandler, Ryan has assisted clients on ~$1 billion in M&A transactions and the issuance of over $1.5 billion of debt and equity capital. The discovery team should ideally include people with diverse interests and specialties. Yarra Capital Management - Yarra Private Capital Discovery Fund 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 At UBS, Jeff was Head of Leveraged Finance and Restructuring for Technology, Media, and Telecommunication (TMT), and he was Head of the San Francisco office for his group. Prior to joining American Discover Capital, Ben was in the Valuation & Capital Markets group at BDO, where he provided business valuation services to clients nationwide operating across diversified industries. As the first-ever Division President of TerraBella Senior Living, Dave Adams is responsible for driving operational performance and strategic growth of the TerraBella brand. Sorry, no results has been found matching your query. He holds an M.B.A. from the University of British Columbia and is a CPA, CMA. Adam's career has been entrenched in the natural resources sector where he has worked for Tier-1 mining firms and in . DISCOVERY SPECIAL OPPORTUNITIES III MASTER FUND, LTD. degree from the University of British Columbia. Mr. Costello managed the cash flows and cost reporting for the last four projects Aston developed. Yarra Capital Management - Our Investment Team Before becoming Global Head of Technology Investment Banking, Brian ran the technology and business services vertical within the broader group. DISCOVERY CAPITAL MANAGERS LTD is an Independent Boutique Asset Management and Investment Advisory Firm based in Mauritius. Erin Miller brings over 20 years of experienced leadership in the senior living industry to her role as Regional Vice President, Portfolio Manager. Ryan graduated summa cum laude from Tulane University with a B.S. These are a mix of hedge funds and private equity funds. 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. Hal graduated with a degree in Petroleum Engineering (with distinction) from Stanford University. Tisha has worked in the Senior Living Sales and Marketing Industry for the past 15+ years in several different demographics. Tisha resides in Virginia where she enjoys spending time with her husband, family, friends and four dogs. Prior to ASGN, Peter held a variety of leadership positions (including Chief Operating Officer) at Quanta Services, a $15.5 billion market capitalized, publicly held provider of specialized contracting services for the electric and gas utility, cable, and telecommunications industries. Jason began his career at UBS Investment Bank as an Investment Banking Analyst in New York in the Industrials group, where he worked on transformative Chemical deals via M&A advisory, equity offerings, and debt capital raises. Metamor was successfully sold to PSINet in 2000 for $2.1 billion. Trend Discovery Capital Management appeared to be the VC, which was created in 2011. Discovery Capital Management is a hedge fund with 22 clients and discretionary assets under management (AUM) of $3,746,445,165 (Form ADV from 2022-10-20). Todd joined American Discovery Capital in September 2017, where he is a Partner. Peter has spent over 35 years in the investment business, including work in growth equity, leveraged buyouts, turnarounds and recapitalizations. Peter started his career as a corporate attorney and clerked for the Honorable Federal District Judge George Cire of the Southern District of Texas. DISCOVERY CAPITAL MANAGEMENT, LLC Top 13F Holdings - WhaleWisdom.com 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. Discovery Capital info@discoverycapital.com 604-683-3000 About Us BC Discovery Fund For Entrepreneurs Historical Funds Contact Meet Discovery Capital Serving BC Since 1986 Learn More Seeking Tomorrow's Technology Winners Are You a BC Based Technology Venture? She spent 14 years working for Marriott Senior Living Services as well as other, prominent senior living providers, and worked to open state-of-the-art Assisted Living and Memory Care communities in Florida, Atlanta, Louisiana and Texas. Only includes UK, France, Germany, Japan, and HKEX are presently being processed. Most recently he founded and directed the growth of the LA office of Stout, growing the office to a 25 person team and heading the firms Aerospace and Defense investment banking. It provides investments in public equity and fixed income markets across the globe. Kevin joined Sirius in 2012 with corporate strategy, executive oversight and day-to-day operating responsibilities. Throughout our professional careers, we have enjoyed the energy, camaraderie and feeling of pride working closely with founder-owners to grow their businesses and create successful outcomes for their families, shareholders and employees. Before shifting his career focus to Real Estate as Vice President Controller of publicly-traded Multifamily REIT Summit Properties (acquired by Camden Property Trust NYSE: CPT), Paul began his career with PricewaterhouseCoopers and then moved to the semiconductor industry in Controllership and FP&A roles with Photronics, growing revenues from $30 million to >$400 million to become the worlds 3rd largest Photomask manufacturer. Some of his transactions include the sale of Softkinetic (a 3D and motion capture company) to Sony, and the investment by Kayne Partners in Source Intelligence (a SaaS platform that maps and analyzes supply chains for its customers). We strive to make working with ADC collaborative, positive and enjoyable. Inspired by close, personal relationships with her own grandmothers, Cindy Crowley attended Penn State University, where she studied Health Care Administration before embarking upon a 30+ year career focused on serving seniors and their families. We invest in leading founder or family-owned and other closely-held businesses operating in the software and services sectors. She participated with the RafiKi Collaborative in Kenya as an Educator/Evaluator for an HIV/AIDS capacity building workshop. He also enjoys running, skiing, mountain biking, and basketball. to see more advanced email alert options such as selecting any type of 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. Hedge Fund Hedge Fund Manager. Firm Details for DISCOVERY CAPITAL MANAGEMENT, LLC, Location: Connecticut, AUM = 3746445165.00, Last Form ADV Filed : 20-October-2022, Officers: ERCEGOVIC, STEPHANIE . Prior to Materia, Todd was a senior investment banker at leading global firms in London, Hong Kong, and Los Angeles. Mr. Costello brings a wide range of experience to Discovery beyond debits and credits. About Robert Citrone A so-called Tiger Cub who worked for famed hedge fund manager Julian Robertson, Citrone founded Discovery Capital Management in 1999. During this period, he led senior loan, high yield, and mezzanine financing transactions for emerging companies, primarily in the TMT sectors. Discovery Capital Portfolio Investments, Discovery Capital Funds American Discovery Capital is an integrated, independent merchant banking firm based in Los Angeles, CA. With over 20 years of venture capital experience in British Columbia, Discovery Capital is a venture fund manager through its wholly owned subsidiary, Discovery Capital Management Corp., and venture capital investor specializing in: information technology, communications, health and life sciences, and other advanced technologies. In addition to his activities advising companies as an investment banker, he has led the administrative functions and has been actively involved with several fund investments, including SmartBug Media, Majestic Realty, and Entertainment Partners. Now residing in Florida, she is a proud mother of three children, Hutch, Deegan and Havi. email address below and choose 'Submit'. Among the many industries Greg has served are aerospace & defense, automotive, distribution, manufacturing, consumer products, construction, agriculture, and specialty chemicals. Peter has served in various executive capacities at four publicly traded companies and has represented I.T./business services and staffing companies in the private practice of law. Discovery Capital Management LLC | LinkedIn 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. 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. Lou joined Discovery Senior Living in 2018 and during that time the company experienced unprecedented growth; more than doubling its unit count and number of communities. At YapStone, Mike was most recently General Manager (GM) of YapStone's vertical business operations. Create Email Alert, ***Log In or The company began to experience strong organic revenue and EBITDA growth in a down market. Discovery Capital IAPD - Investment Adviser Public Disclosure - Homepage Peter earned his BA from the University of Pennsylvania in 1986 and an MBA from the University of Southern California in 1994. Brian graduated with an MBA from Harvard Business School (HBS) in 1993. Citrone's Discovery Capital Gained 4% in January on Market's Value Move Rob Citrone once worked as a portfolio manager at Fidelity Investments and Tiger Management before founding Discovery Capital. This "Tiger Cub" hedge funder owns nearly 10% of Compass Herpain Urbis added retail investments and construction to its development business. 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. 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.