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. In this article, we examine billionaire Rob Citrone's portfolio management strategy and approach to investing in stocks. Peter earned his BA from the University of Pennsylvania in 1986 and an MBA from the University of Southern California in 1994. Discovery Land Company was founded in 1994 by Michael S. Meldman and specializes in building luxurious private golf and residential vacation communities for families across America, Mexico, the Caribbean and Europe. [2]: 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. 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. Kevin played Division One basketball at Texas State University. In that role his responsibilities included managing cash flow, short- and long-term planning, financial analysis and reporting, as well as risk management. An avid animal lover, she spent three years on the Board of Directors for the Animal Refuge Center in Fort Myers, FL. 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. How do I update this listing? He and his wife, Virginie, have been married for 20 years and have three children. He has also served his local community by providing individuals with personal financial management training and coaching. Christian has worked in the Senior Living Industry for the past 20+ years in sales and business development. 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. Tisha has worked in the Senior Living Sales and Marketing Industry for the past 15+ years in several different demographics. In this article, we discuss the 10 best dividend stocks according to Tiger Cub Rob Citrone. Retrieved May 1, 2017. Prior to joining the Discovery organization, Akash served as Director of Development for Legacy Ventures, a role which saw him serve as project executive for multiple, large-scale builds under concurrent development. 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. In 1994 he relocated to Tampa, Florida, where he went to work for Price Waterhouse providing research and analysis to the firms management. Use the CB Insights Platform to explore Discovery Capital's full . Request a demo. 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. Location. We started ADC in 2016 to return to these roots and share our knowledge, relationships and capital to help these businesses grow and succeed. in Business Administration with a concentration in Finance from the University of Southern California, Marshall School of Business in 2019. To instill this drive in his team, beginning with his teams at Nuveen and continuing today, Paul passionately embraces, lives and evangelizes the FISH! 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 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. Esplin has more than 30 years of experience in the mining industry including over two decades of executive and senior management roles at . He merged his company Urbis Development with Herpain to form Herpain Urbis. -71.46 -0.61%. Ranked #132 out of 483 Hedge Fund Managers. Rob Citrone once worked as a portfolio manager at Fidelity Investments and Tiger Management before founding Discovery Capital. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics (NASDAQ: ITOS). Herpain Urbis added retail investments and construction to its development business. 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. Phone Number 604 662 3457. Our flat senior management structure is specially designed to prioritize connectivity with the communities, and is a foundational aspect of our organization. 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. Tisha resides in Virginia where she enjoys spending time with her husband, family, friends and four dogs. Manage team of twenty with responsibility for financial and business operations functions for Corporate Technology, including monthly close, financial/capital budgeting and forecasting, service . Each brings poise, passion and intensity, and together, they nurture and uphold a culture of innovation, accountability and high performance. 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. Mr. McEwen holds a B.Comm. Contact Email info@discoverycapital.com. Glassdoor has 3 Discovery Capital Management reviews submitted anonymously by Discovery Capital Management employees. Earlier in his career, Peter identified growth opportunities and invested capital for Hanover Energy, a merchant bank focused on buyouts in the energy industry and controlled by William E. Simon & Sons. Adam is a founder and Managing Director of Discovery Capital Partners and specialises in strategic corporate advice including mergers and acquisitions, public listings and equity funding to private and public companies. 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. 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. 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). In addition to his operating experience, Hal has over 30 years of experience in capital markets transactions, M&A and restructuring. She is a passionate artist, having painted several murals locally in addition to pottery. 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. The discovery team should ideally include people with diverse interests and specialties. Experienced advisors help researchers move through the startup process using a three phase approach. Mr. Pompan previously held the position of Director of Investment Banking at Harris Nesbitt Gerard (formerly Gerard Klauer Mattison) and at ING Barings. Well-traveled and multi-talented, Gottfried partook in several overseas bartending competitions and was the winner of Goldenes Reindl, a national cooking competition held in Vienna, Austria. Prior to UBS, Jeff worked in Leveraged Finance at Morgan Stanley and Salomon Brothers. It was also at Price Waterhouse where Mr. Costello began building complex financial models and database applications. We strive to make working with ADC collaborative, positive and enjoyable. A native of Cleveland, Ohio, Bill graduated magna cum laude from Hiram College with a degree in Business Management. Lisa has a bachelors degree and has completed her certification in Human Resource related law. Early on in her career, Cassandra was recognized by Gulf Shore Business Magazine as one of Southwest Floridas 40 under 40 top Professionals for starting her own successful digital marketing agency at just 23 years old. 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 manages venture capital investments in British Columbia-based technology companies in the areas of information technology, communications, health & life sciences, and environmental & energy technologies. Positive Experience. DISCOVERY GLOBAL OPPORTUNITY MASTER FUND, LTD. Discovery Capital Management employs 67 employees. 13F filing from DISCOVERY CAPITAL MANAGEMENT, LLC, enter your Ryan earned a B.S. Discovery Capital Partners with emerging high-growth companies, providing access to capital markets and specialist investment banking advice. Prior to RBC Capital Markets, Jeff was a Managing Director in UBS Leveraged Finance and Restructuring Groups. 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. Dave holds an MBA from Kellogg School of Management, Northwestern University, and a Bachelor of Science degree from the United States Air Force Academy. 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. for DISCOVERY CAPITAL MANAGEMENT, LLC, Top 20 equal-weighted holdings. 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: and a top 10 holdings concentration of 63.31%. They collectively have substantive knowledge and skills applicable to our business, including in the areas of regulation, public accounting and financial reporting, finance, risk management, business development, technology, marketing, operations, strategic planning, management development and succession, compensation, corporate governance, He is responsible for leading the Australian Equities team, and is a Portfolio Manager focussed on large cap equities. Now residing in Florida, she is a proud mother of three children, Hutch, Deegan and Havi. Jason earned a Master of Business Administration from. 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. 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. He is also a board observer for The Intersect Group and a fund advisor to the Semcap Food and Nutrition Fund. 11,718.12. Before that, he specialized in leveraged & acquisition finance and financial sponsor coverage for Morgan Stanley, and in various roles for CSFB and prior to its acquisition, Donaldson, Lufkin & Jenrette (DLJ). 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. Hedge Fund Manager. His current corporate board of director positions include: Critical Alert Systems (Chairman) and VCC Optoelectronics. I am tech-savvy and fascinated to learn . 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. A CIO role for a multi-state contractor was his last stop before jumping to seniors housing. As founders ourselves, we are personally aligned with the success of our clients and portfolio companies. Peter previously was a Partner with the law firm Cochran, Rooke and Craft LLP, and was also Executive Vice President, Secretary, and a Director of Xpedior, Inc. Peter has served on 5 public boards and 4 boards of private equity portfolio companies. 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. 58 2016 Capital: $11 billion 2015 Hedge Fund 100 Rank: No. Awardee (The Outstanding Professional in Sales by the Sales & Marketing Executives International). 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. In the highly competitive Real Estate industry it is essential that the Real Estate professional doesnt just meet the needs of its Capital Partnersinstead they must Make Their Day and continuously improve. 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. Based in Connecticut, Discovery Capital focuses on liquidity, valuation multiples, past and potential growth in picking stocks and has a focus on technology, services, basic materials and financial sectors. You can help Wikipedia by expanding it. 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. Having served multiple roles including Executive Director, Operations Development Director, Vice President of Sales and Regional Vice President of Operations and Sales, Cindy brings a diverse and extensive skill set to the Discovery Senior Living organization and its growing community portfolio. Discovery Capital Management / $10.9 billion Location: South Norwalk, CT Founded: 1999 2016 Hedge Fund 100 Rank: No. Jason is an Analyst at American Discovery Capital. We invest in leading founder/family-owned and other closely-held businesses operating in the Software & Services sectors. Fund of Funds. Investor Type Venture Capital. Fallen-star fund manager Neil Woodford has seemingly given up his attempt to return to the UK fund management market. Ms. Thies has a diverse marketing background ranging across a number of different industries, including banking, corporate products and consumer retail products. Laurent has been investing in private equity in technology and biotechnology for the past 15 years. 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. DISCOVERY GLOBAL OPPORTUNITY PARTNERS, LP. 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. Discovery Capital Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2022. Robert Citrone's worst performance was in 2008 when he lost 33%. Trend Discovery Capital Management appeared to be the VC, which was created in 2011. Trevor graduated from Howard L. Hawks Business School at the University of Nebraska in 2021. The company provides its services in pooled investment vehicles. Rob Citrone's $2.4 billion . He received a B.B.A with emphases in Finance and Accounting. 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. Since then, Peter has been active with the University of the Pennsylvania in a variety of leadership roles. As such, he maintained a dual focus on raising capital for communication, media, and entertainment (CME) companies as well as advising companies facing capital structure difficulties. In 2000 Mr. Costello joined Discoverys predecessor, Aston Care Systems, Inc. while the Aston Gardens portfolio was in development. 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. He has extensive experience serving on the Boards of portfolio companies, was former Chair of the Operating Committee of the Vancouver Enterprise Forum and is an active member of B.C.s technology and investment communities. Fund Facts. This will schedule a job to export all requested 13f holdings data for this filer. Robert Citrone's flagship Discover Global Opportunity Partners fund returned 27.5% in 2013. Forbes.com. Mr. Jaako holds a Bachelor of Engineering degree from Lakehead University. containing a link to download the .zip file of the CSV file(s) you requested. She moved to Southwest Florida shortly thereafter in 1998. 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. 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. Prior to joining Moelis &Co., John spent ten years at UBS Investment Bank where he was a Managing Director and Global Head of Software Investment Banking, as well as the Head of the Los Angeles office. the MV of securities sold, whichever is less, 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. Philosophy:Choose Your Attitude, Be There, Make Their Dayand Play! 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. Additional information. Perhaps most of all, they diligently uphold the values that built this company, and confidently see us forward in support of our residents and vision for the future. These are a mix of hedge funds and private equity funds. Timothy Cesar is a prominent healthcare law specialist and popular presenter at national healthcare seminars. He is the Founder and CEO of Teamtap, an EdTech startup that helps college students tap into the power of diverse teams by giving them the tools needed to supercharge project productivity.<br><br>Before founding Teamtap, Gustav was part . Sirius has 200 plus professionals and has delivered services to clients in 45 countries with headquarters in Houston and offices in Dallas, New York and London. in Business Administration from Southern Methodist University. She began her career as a Registered Nurse and has multifaceted experience in clinical management, operations, and sales. Discovery Capital is a venture capital firm specializing in early and growth stage investments. Lisa Lacy has more than twenty years experience in human resources, with the majority specifically in the senior living industry. 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 also managed the companys inter-disciplinary design and construction department. His extensive experience over 26 years in various operational roles has prepared him well for the RVP role at Discovery. 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. Mature Portfolio Learn More Mature Portfolio Learn More She enjoys traveling, spending time with family in the Midwest and Rocky Mountains, downhill skiing and outdoor activities. Brian graduated with an MBA from Harvard Business School (HBS) in 1993. DISCOVERY GLOBAL PRIVATE INVESTMENTS, LTD. 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. Jeff Gelles has been a senior leveraged finance and financial restructuring professional for over 25 years. We provide M&A, capital raising and restructuring advisory services to leading private and public companies. DCM focuses on multi-asset class investing across global financial markets and uses a combination of global macro and equity long/short strategies to identify investment opportunities.