The company operates under an Investment Advisor (Unrestricted) License issued by the Financial Services Commission Republic of Mauritius - License No. A passionate and high-energy sales coach and developer, she works alongside communities and Senior Lifestyle Counselors throughout the Florida region in an effort to make upscale, amenity-rich senior living openly available to the growing senior population. Discovery Capital Management employs 67 employees. Equal-WTWhaleScore 2.0 Moelis Capital Partners (MCP) realized gross proceeds of $149 million (including dividends), equating to a 4.0x multiple of invested capital and a 75% IRR. Erin holds a Masters of Arts in Multicultural/Organizational Communication and Bachelor of Arts in Liberal Studies from DePaul University, where she has also served as an Adjunct Professor for that institutions College of Communications. She has one son and on weekends you can find her enjoying her time in the sun by the beach, lake, or pool you may even catch her paddle boarding or wakeboarding when she gets the chance! 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. The Discovery Bank management team includes Andre Scheepers (Chief Technology Officer), Sue Vyvyan-Day (Head of People: Discovery Bank), and Jacques Meyer (Head of Product) . In this article, we will be discussing the 10 stocks that billionaire Rob Citrone is selling. 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. Positive Experience. The companies have been recognized for their exceptionalism and ingenuity and have received accolades and awards from numerous national organizations. Join the Discovery Capital Management 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. He is responsible for leading the Australian Equities team, and is a Portfolio Manager focussed on large cap equities. Before joining Wireless Capital Partners, Avi was a Director in UBS Investment Banks Global Technology Group. 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. Before joining the Discovery team, Dave was a Senior Vice President of Operations Support for CA Ventures Senior Living division. 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. 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. Discovery Capital Management, LLC - Rob Citrone - TipRanks Pompan was Captain of the Yale Varsity Tennis Team, and is a two time U.S. Open Singles Champion in paddle tennis. Discovery Capital Management is a hedge fund founded by Robert Citrone. In addition to providing capital for growth and/or founder liquidity, we tap into our deep industry experience, operational know-how and an extensive network of professional relationships to help our partner firms maximize value and ultimately realize a successful exit outcome for themselves, their shareholders and their employees. Under Brians management, DLJ commanded a leading market share in software and technology services for 6 years, and resulted in Brian being promoted to Managing Director in just 7 years. Popular Searches He has been married to his wife Elizabeth since 1990 and they have three children. 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. C112011393. 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%. While at Pace, she was a member of Alpha Chi Honor Society. Investment Advisor Prior to Quanta Services, Peter served as Chairman of the Board, Chief Executive Officer and President at Metamor Worldwide, Inc., then an international, publicly traded IT consulting / staffing company. Performance 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. Discovery Capital Management LLC Company Profile | Norwalk, CT You are limited to the prior 8 quarters of 13F filings. ? Peter spent a decade serving as a Trustee for Marlborough School in Los Angeles and is a pastTrustee for Kings Academy in Amman, Jordan. Hal graduated with a degree in Petroleum Engineering (with distinction) from Stanford University. 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. Ryan is a Associate at American Discovery Capital. 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. A native of Cleveland, Ohio, Bill graduated magna cum laude from Hiram College with a degree in Business Management. In 2011, Frank assumed the additional role of Executive Chairman at DataQuick, the companys provider of U.S. property data and analytics. Employees at Discovery Capital Management LLC Jenny Stahn Client Services at Discovery Mallory Close Head of Investor Relations & Marketing at Discovery Capital Sammy Acebal Treasurer at. 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 . Discovery Capital Management Management | Discovery Capital Management He and his wife, Megan, have been married for 19 years and have three children. Tisha has extensive experience in multi-site sales management, training and development, growing sales teams and growing occupancy. 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? National Sales Manager & Business Development - LinkedIn 39 2015. Mr. Costello is the Chief Financial Officer for Discovery Senior Living. Rob Citrones Discovery Capital Management, founded in 1999, is one of theTiger Cubhedge funds. She joined the company in 2001, where she was responsible for the leadership, strategic direction and new initiatives of Discovery Senior Living and its affiliated entities marketing and sales, as well as corporate and community branding, and increasing revenue and occupancy growth and overall census; ensuring all remain consistent with the companys vision; while holding the position of Senior Vice President of Marketing and Sales. The agency targeted real estate brokerages and their agents and focused on marketing strategies for lead generation and management. Discovery Capital Management Corp - Company Profile and News - Bloomberg Markets Bloomberg Sign In Subscribe Live Now Bloomberg TV+ Bloomberg UK A weekly deep dive into the biggest economic,. The process took 1 day. 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 GLOBAL PRIVATE INVESTMENTS, LTD. OriginalWhaleScore This "Tiger Cub" hedge funder owns nearly 10% of Compass ^ "A new Legend: Robert Citrone of Discovery Capital Management - Legends Fund". Discovery Capital Management's largest holding is Hertz Global Holdings Inc with shares held of 6,688,226. In 2010, Cassandra shifted her efforts toward health care and has spent the last 10 years building global marketing and communication campaigns for a large medical device company. A sample of past director positions include: ExtruMed, Energy Solutions and Sirius Solutions. An experienced corporate strategist and implementer, Heidi has been developing marketing, sales and creative strategies for highly matrixed healthcare, real estate, tech enterprises and nonprofit organizations for over twenty years. Todd holds an A.B. The company has expanded to include an array of living options which include: senior apartments, independent living in both multi-apartment and villa environments, supervised independent living, personal care, assisted living and memory care. He has expansive experience with multi-site management, new construction, acquisitions and mergers, establishing culture, growing sales talent and strategic sales. We have assembled a leadership team with deep Mexico experience. He also holds an MBA from the University of Chicagos Booth School of Business. Esplin has more than 30 years of experience in the mining industry including over two decades of executive and senior management roles at . Lisa Lacy has more than twenty years experience in human resources, with the majority specifically in the senior living industry. This article about a financial services corporation of the United States is a stub. 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, Llc Ct 13F-HR Manager Holdings February 2023 in Finance and an M.S. DISCOVERY SPECIAL OPPORTUNITIES III MASTER FUND, LTD. He developed a multitude of sales best practices and customer-focused programs, while designing and delivering sales education and leadership development programs. 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. 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. His current corporate board of director positions include: Critical Alert Systems (Chairman) and VCC Optoelectronics. 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. Jason is a Vice President at American Discovery Capital, where he focuses on the firms advisory assignments and principal investments across all industries. Ernst joined the Discovery Senior Living organization in 2021, bringing a broad skill set across key functional areas including Food and Beverage, resident experience and wellness, facilities management, resource allocation and more. IT Department. All rights reserved. We provide M&A, capital raising and restructuring advisory services to leading private and public companies. DISCOVERY SPECIAL OPPORTUNITIES IV MASTER FUND, LTD. Citrone's Discovery Capital Gained 4% in January on Market's Value Move View source version on businesswire.com: https://www . 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 . Edward Eason MANAGING DIRECTOR 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. Peter holds a J.D. Prior to joining Discovery, Lous 10 years in the senior living industry were spent in various sales leadership positions with Erickson Senior Living including Sales Director, Director of Sales Education and Talent Development and Senior Director, Sales Operations. 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. Prior to joining Lombard Odier, Mr. Pauley worked as a fundamental research analyst at Moore Capital Management from 2008-2009 and Discovery Capital Management from 2007-2008. in Business Administration with a concentration in Finance from the University of Southern California, Marshall School of Business in 2019. Phone Number 604 662 3457. He served as an advisory board member of the National Research Council IRAP program. DISCOVERY CAPITAL MANAGEMENT, LLC Top 13F Holdings - WhaleWisdom.com He has established the west coast brands and built offices for two middle market investment banking firms. In this article, we examined billionaire Rob Citrone's portfolio management strategy and approach to investing in stocks. Laurent has been investing in private equity in technology and biotechnology for the past 15 years. 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. Steve began his career as an Analyst with American Discovery Capital in 2017 after working as an intern. for DISCOVERY CAPITAL MANAGEMENT, LLC, Top 20 equal-weighted holdings. 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. In addition, Frank serves as the Chair of the Board of Directors of Junior Achievement of Southern California. Scott Evans - Discovery Capital Management - Discap | ZoomInfo He most recently was an Executive Director and Co-Head of Business/Technology Services Investment Banking at UBS Investment Bank, responsible for leading UBS's investment banking activities for the firm's business/technology services clients. In 1993, Mr. Ammann joined Founders Asset Management LLC, in Denver, CO where he held the following positions until leaving the firm in 2004. She also led a portfolio of multi-family assets in the Mid-Atlantic from pre-construction through disposition. Her responsibilities also include analyzing and refining sales best practices, helping develop and implement customer incentive and team member training programs, and launching initiatives designed to build census and meet occupancy goals at the community, brand portfolio, regional and national levels. Among the many industries Greg has served are aerospace & defense, automotive, distribution, manufacturing, consumer products, construction, agriculture, and specialty chemicals. I love to connect with new people, assist startups, scale-ups, and privately driven companies in their digital transformation journey, from initial requirement discovery to implementation. SOUTH NORWALK, CT 58 2016 Capital: $11 billion 2015 Hedge Fund 100 Rank: No. Mr. Jensen is a graduate of Claremont McKenna College, and is completing his Masters of Science in Finance at the University of Oklahoma, Michael Price School of Business. Anthony (Tony) Shepherd serves as the CFO of American Discoverys private equity fund entities as well as the broker-dealer, American Discovery Advisors. Richard has more than 25 years of healthcare administration experience working in acute care, community-based, and senior living settings. Discovery Capital's annualized returns since 1999 is around 17%. He previously held the position of Senior Vice President of Finance, Accounting and Information Technology and managed the treasury and IT operations for over a decade. Forbes.com. IAPD - Investment Adviser Public Disclosure - Homepage Kevin serves on the boards of directors of Genuent, Opptly and The Staffing Ninjas. We invest in leading founder/family-owned and other closely-held businesses operating in the Software & Services sectors. partnerships, and patents to help your team find their next technology solution. Retrieved May 1, 2017. He later served as Vice President at Harbor Retirement Associates and Vice President of Hospitality for True Connection Communities. Tisha began her career as a Sales Director, promoted to a Selling Specialist Role and promoted to Regional Sales Director roles. When completed, an email will be sent to the email address you specify Prior to joining Discovery Capital, Mr. Cook had over 10 years of investment banking experience in advising public and private companies. The discovery team should ideally include people with diverse interests and specialties. Participants develop business and marketing plans, learn about legal and . 2023 2024 2025; Revenue: 9,272 9,575 10,279 Dividend: 0.00 0.00 0.00 Dividend Yield (in %) - - - EPS Ryan began his career as a financial analyst at PennyMac Financial Services, a publicly traded residential mortgage company. DISCOVERY SPECIAL OPPORTUNITIES III, LTD. 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). Laurent previously served on the Board of Trustees of the Museum of Contemporary Arts (MOCA) in Los Angeles and as an advisor to Ullens Center for Contemporary Arts in Beijing. Frank led significant institutional change initiatives at FAF, including restructuring the balance sheet, selling underperforming businesses, cutting corporate costs and developing the plan to split the company into two pieces. Discovery Capital Management, - GuruFocus.com This will schedule a job to export all requested 13f holdings data for this filer. Accomplished sales leader with quarter of a century's worth of management experience in the Life Science, Drug Discovery and histopathology Laboratory Instruments industries. Company | Discovery Land Company In addition to his senior living career, Joseph has served on the board of multiple professional associationsFlorida Assisted Living Association, Florida Health Care Association and Florida Senior Living Association. 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. It was co-founded in 1999 by Robert Citrone, and employs [when?] degree from Stanford University. Jason earned a Master of Business Administration from Columbia Business School. You can help Wikipedia by expanding it. He enjoys playing golf, skiing and snowboarding, and spending time at Southern California beaches. She participated with the RafiKi Collaborative in Kenya as an Educator/Evaluator for an HIV/AIDS capacity building workshop. 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. He was instrumental in building ING Barings West Coast presence, facilitating over $2 billion in equity financings, recapitalizations and mergers and acquisitions.Mr. . Easy Interview. Discovery Capital Management has met the qualifications for inclusion in our WhaleScore system. She has successfully executed a diverse range of transactions including leveraged buyouts, management buyouts, growth recapitalizations and dividend recapitalizations across a wide variety of industries. Bill connects with the larger senior living industry through his work with the American Seniors Housing Association (ASHA) and Argentum. 11,718.12. Discovery Capital has made venture capital investments in B.C.-based technology companies in the areas of information technology, communications, health & life sciences, and environmental & energy technologies. A proven track record of aligning sales initiatives to strategic execution. He joined Cortland Partners as a Director of Development in 2013, bringing strong leadership and innovation to functional areas including pre- planning and analysis, entitlements and permitting, financial modeling and project management. 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. 228 Followers. He has a broad range of industry expertise, particularly in business and consumer services, healthcare services, technology, communications, technology, and digital media.Prior to becoming a partner at American Discovery Capital, Bruce Pompan was the founder of Clear Capital Advisors, a leading M&A advisory serving the middle market for over a decade. Dave also brings to the Discovery enterprise an extensive and unique set of experiences from outside the senior living industry, having spent time successfully growing a software startup company, and serving as a Strategy Consultant with McKinsey & Company, where he specialized In Operations and Organizational Strategy client engagements. Discovery Capital Management - Wikipedia 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. Please help to demonstrate the notability of the topic by citing, notability guidelines for companies and organizations, Learn how and when to remove this template message, "A new Legend: Robert Citrone of Discovery Capital Management - Legends Fund", https://en.wikipedia.org/w/index.php?title=Discovery_Capital_Management&oldid=1020953258, This page was last edited on 2 May 2021, at 01:35. Over the span of his career, Jeff has completed over 225 transactions raising more than $175 billion in capital and restructuring more than $50 billion in securities. Discovery Capital Managers Ltd Hilary brings an established background as a real estate investment executive specializing in senior housing and multi-family assets. USD. From 1997 to 2001, Kevin served as the Vice President, Corporate Development and CAO, for Metamor Worldwide, a Nasdaq listed global IT consulting company with approximately $1.2 billion in revenues and 6,000 employees. He is a Certified Public Accountant (inactive) and is registered with FINRA as a General Securities Representative (Series 7 and 63) and a General Securities Principal (Series 24).Mr. Project Discovery Phase - 6 Key Steps to Follow in 2023 Prior to RBC Capital Markets, Jeff was a Managing Director in UBS Leveraged Finance and Restructuring Groups. Discovery Silver Corp. | Management Prior to taking on the Division President role for TerraBella, Dave led Discovery Senior Livings Acquisition & Transition Team, which oversaw the addition and successful integration of 57 new communities to Discovery Senior Livings national, multi-brand portfolio. Ms. Thies is a co-founder and Vice President of Guardians of Florida Animal Rescue, a non-profit animal rescue organization.
