Well-versed in strategic planning, leadership and financial analysis, and a graduate of the U.S. He also built the companys first Virtual Design & Construction Team. In this article, we discuss the 10 best dividend stocks according to Tiger Cub Rob Citrone. degree from the University of British Columbia. Yarra Capital Management - Yarra Private Capital Discovery Fund About the team: Paytm Payments Bank is India's mobile-first bank with zero balance-zero digital transaction charge accounts. The company was established in 1986 and is located in Port Coquitlam, British Columbia. Kevin is a licensed CPA and received a B.S. 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. Easy Interview. 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. Prior to UBS, Jeff worked in Leveraged Finance at Morgan Stanley and Salomon Brothers. She also served as Senior National Account Director and Vice President of Partner Success for Caring.com for five years (2014-2019). She earned her MBA at Dartmouths Tuck School of Business and holds the Chartered Financial Analyst (CFA) designation. Todd holds an A.B. Discovery Capital Management Jobs, Employment | Indeed.com GreenSlate Receives Strategic Growth Investment from Francisco Partners, Boathouse Capital Completes Growth Investment in Glamsquad. 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. DISCOVERY CAPITAL MANAGEMENT, LLC Company Number 0619488 Status Active Incorporation Date 26 April 1999 (almost 24 years ago) Company Type LLC Jurisdiction Connecticut (US) Registered Address 20 MARSHALL ST STE 310 SOUTH NORWALK 06854 CT United States Agent Name MICHAEL TARCZALI Agent Address United States Discovery.com Joined December 2008. Innate . 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. 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. Prior to joining American Discovery in 2021, Tony spent the last 14 years serving in CFO positions at private equity owned companies in diverse industries, including third-party fulfillment, B2B media, environmental services, IT services, contract manufacturing, flooring supplies, printer supplies, restaurant, broadcasting, retail, and distribution. DISCOVERY SPECIAL OPPORTUNITIES II MASTER, LP. 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. 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. At YapStone, Mike was most recently General Manager (GM) of YapStone's vertical business operations. Rob Citrone established Discovery Capital Management in 1999, which is a hedge fund that invests in emerging markets. He also holds an MBA from the University of Chicagos Booth School of Business. Previously, Laurent managed private equity investments in Europe, Asia and USA. Discap. Hal graduated with a degree in Petroleum Engineering (with distinction) from Stanford University. Tonys experience also includes 8 years as an investment banker at Trinity Capital (4 years) and Barrington Associates (4 years), specializing in sell-side M&A and capital raising for lower middle market companies located primarily in Southern California. Consistently develop, execute and manage successful selling strategies to increase product sales, market share and profitability. As an industry leader in seniors housing, Discovery Senior Living currently operates both National Brands and Regionals brands across the United States primarily throughout the Midwest, Mid-Atlantic, Southeast and Southern United States. She is registered with FINRA as a General Securities Representative (Series 7, 79 and 63) and a General Securities Principal (Series 24). Todd has over 25 years of experience as an investment banker, private equity investor, and as a senior operating executive. 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. In addition, Hal has served on the boards of a number of private companies, trade associations and non-profits. Discovery Capital Management's largest holding is Hertz Global Holdings Inc with shares held of 6,688,226. email address below and choose 'Submit'. Only includes UK, France, Germany, Japan, and HKEX are presently being processed. This article about a financial services corporation of the United States is a stub. As a Partner and Managing Director at Moelis & Company, he was responsible for leading the firms global investment banking activities in the Enterprise Software sector, which included relationship management with private equity firms and hedge funds focused on the Enterprise Software sector and providing M&A and capital markets advice to leading software companies. He obtained his Bachelors degree in Health Care Administration from the University of South Florida with a focus in gerontology and psychology. The firm only manages funds, with institutional investors having the ability to invest in them. [2]: to see more advanced email alert options such as selecting any type of For over two decades, our Founding Partners have advised middle-market clients, private equity firms, and large domestic and international corporations on hundreds of the largest and most prominent M&A, capital markets and restructuring transactions representing tens of billions of dollars of transaction value. We have helped create value in over 300 early-stage technology companies by providing proven expertise in strategic planning, management development, innovative financing strategies, corporate governance, and positioning for liquidity. 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. Jeff Gelles has been a senior leveraged finance and financial restructuring professional for over 25 years. About Baron Capital - Who We Are, Our Team, Our History, Our Philosophy Donna heads up the multiple design teams tasked with intermingling current and emerging aesthetics while also preserving architectural and regional design character, maximizing functional space across residences and common areas, and providing warmth and home-like comfort and convenience for discerning, upscale seniors. Cristina Azinhal - Corporate Trainer & Coach - Aptar | LinkedIn 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. He has been married to his wife Elizabeth since 1990 and they have three children. From 2013-2015, Avi served as Senior Portfolio Manager for Wireless Capital Partners, a Blackstone portfolio company focused on telecom related real estate. Yarra Capital Management - Our Investment Team 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. DISCOVERY GLOBAL PRIVATE INVESTMENTS, LTD. DISCOVERY CAPITAL MANAGEMENT, LLC | Form ADV - RADiENT Governor and leadership - Discovery or to simply have an email sent to you whenever we receive a new [1] Peter earned his BA from the University of Pennsylvania in 1986 and an MBA from the University of Southern California in 1994. In this article, we will take a look at the 10 stocks that billionaire Rob Citrone is buying. 58 2016 Capital: $11 billion 2015 Hedge Fund 100 Rank: No. 83 people. There, he was responsible for the creation of a legal department and risk management best practice programs, all while managing the companys litigation and claims. About Our Firm | American Discovery Capital Prior to joining American Discovery Capital, Ryan was in the Financial Advisory group at Weaver CPA Firm, where he provided business valuation services to clients nationwide operating across diversified industries. Bruce Pompan has over 30 years experience as an investment banker providing sell-side and buy-side mergers and acquisitions advisory services, arranging private placements and structuring recapitalizations for closely-held companies. 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. MATRIX CAPITAL MANAGEMENT COMPANY, LP Top 13F Holdings - WhaleWisdom.com 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. 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). Mr. Jensen has cultivated extensive relationships with broad-based network of Wall Street, Silicon Valley, regional family offices, and other lesser-known funding sources including early founders in private equity, distressed debt / high yield / bankruptcy funds and venture capital. 11,718.12. Peter started his career as a corporate attorney and clerked for the Honorable Federal District Judge George Cire of the Southern District of Texas. Their last reported 13F filing for Q4 2022 included $686,274,137 in managed 13F securities It was also at Price Waterhouse where Mr. Costello began building complex financial models and database applications. Get Contact Info for All Departments. 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. He also supports American Discoverys private equity fund with industry research, financial modeling and analysis, transaction execution, and ongoing operational support to portfolio companies. Paytm - Product Management (Business Product) - Associate Vice Robert Citrone - Forbes Prior to becoming a Founding Partner of ADC, Frank spent the previous 10 years in senior management positions at firms engaged in the Data and Analytics and Mortgage Services industries. He led the finance & accounting and corporate development functions, and also oversaw business development, legal, human resources, and operations. 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. from Yale University. Anthony (Tony) Shepherd serves as the CFO of American Discoverys private equity fund entities as well as the broker-dealer, American Discovery Advisors. 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. Ms. Thies graduated Cum Laude from Pace University, Lubin School of Business and holds a B.B.A. 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. 13F filing from DISCOVERY CAPITAL MANAGEMENT, LLC, enter your Alt Turnover is calculated by taking either the total MV of new purchases or Most recently at Healthpeak Properties, Hilary oversaw a variety of SHOP and NNN relationships, including one with Discovery Senior Living. Additionally, he holds an Associates in Risk Management designation. Discovery Capital Management is an American hedge fund, with a focus on emerging markets. Description Provider of pool investment services and operates hedge fund sponsor. Whalewisdom has at least 68 13F filings, 7 13D filings, and 49 13G filings. 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. Hughes began her current role with Discovery Senior Living in October 2021, and in the 15 years prior, held multiple sales and operations leadership roles with premier senior living provider organizations including Brookdale, Horizon Bay, and Emeritus. 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. After obtaining his degree in Hospitality Management and Tourism from HLT Semmering in his native Austria, Gottfried worked in management roles at several 4- and 5-star hotels in Austria, Switzerland, and the UK. 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. 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. 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. 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 Management - Wikipedia Lisa has a bachelors degree and has completed her certification in Human Resource related law. 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. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Dave brings to our organization extensive experience in developing and executing corporate strategic growth Initiatives and building high-performing teams. 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. He has established the west coast brands and built offices for two middle market investment banking firms. 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. He also was awarded a Post-Baccalaureate Certification in Instructional Systems Development. 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 2000 Mr. Costello joined Discoverys predecessor, Aston Care Systems, Inc. while the Aston Gardens portfolio was in development. Laurent went to the Solvay Business School at the University of Brussels, Belgium. 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. In 2011, Frank assumed the additional role of Executive Chairman at DataQuick, the companys provider of U.S. property data and analytics. 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. SOUTH NORWALK, CT Tisha resides in Virginia where she enjoys spending time with her husband, family, friends and four dogs. 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). Brian graduated with an MBA from Harvard Business School (HBS) in 1993. Discovery Capital Management (DCM) is a Connecticut-based hedge fund manager established in August 1999 by Robert Citrone and Harry Krensky. The companies have been recognized for their exceptionalism and ingenuity and have received accolades and awards from numerous national organizations. Discovery Capital Management is based out of South Norwalk. Mr. Pompan previously held the position of Director of Investment Banking at Harris Nesbitt Gerard (formerly Gerard Klauer Mattison) and at ING Barings. Prior to Materia, Todd was a senior investment banker at leading global firms in London, Hong Kong, and Los Angeles. IAPD - Investment Adviser Public Disclosure - Homepage Charles Cook, formerly Vice-President and Chief Financial Officer of Discovery Capital, has served as Vice President and Chief Financial Officer of the Manager for over ten years. In 1993, Mr. Ammann joined Founders Asset Management LLC, in Denver, CO where he held the following positions until leaving the firm in 2004. 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. 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. . 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. 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. 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. Laurent has been investing in private equity in technology and biotechnology for the past 15 years. Forbes.com. 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. Jason earned a Master of Business Administration from Columbia Business School. 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. In that role, he led in the planning, from-scratch development and ultimate execution of Anthology Senior Living, the companys Senior Living Property Management company, taking the startup from initial concept to full operations and managing more than $950 million in assets across 11 states within the first two years. Investment Team Client Team Dion Hershan EXECUTIVE CHAIRMAN AND HEAD OF AUSTRALIAN EQUITIES Dion is Executive Chairman and Head of Australian Equities. OriginalWhaleScore IT Department. 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. PDF Our leadership - Discovery Trend Discovery Capital Management - Unicorn Nest About Us | Discovery Capital He earned a Master of Business Administration, with honors, from the University of Chicagos Booth School of Business. Robert K. Citrone (born 1964) is an American billionaire hedge fund manager, the co-founder of Discovery Capital Management, and minority owner of the Pittsburgh Steelers. 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. He also has extensive transactional corporate finance experience in public and private financings involving debt and equity. All rights reserved. Before becoming Global Head of Technology Investment Banking, Brian ran the technology and business services vertical within the broader group. Rob Citrones Discovery Capital Management, founded in 1999, is one of theTiger Cubhedge funds. 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. In his current role as General Counsel, he manages legal and regulatory issues, licensing, employment and contract law, corporate compliance and other, key responsibilities for the Discovery Senior Living organization and its multi-brand portfolio of current and upcoming communities. He is directly responsible for sales strategies and leadership across both Discoverys National Brands and Regional Brands, which operate throughout the United States. Discovery Capital Management Sends Letter to Spirit Airlines - Yahoo! in Finance. It launches and manages hedge funds for its clients. Performance numbers calculated through 2023-02-14. Gustav Sletten Larsson holds a BS in Business Administration with a concentration in Entrepreneurship and New Venture Management from Northeastern University. He and his wife, Virginie, have been married for 20 years and have three children. Most recently, Joseph served as the Chief Operating Officer for Mainstay Senior Living, where he provided operational oversight and strategic vision for 27 communities in 5 states. DISCOVERY GLOBAL OPPORTUNITY PARTNERS, LP. The Breitburn group was comprised primarily of Breitburn Energy Partners LP (NASDAQ: BBEP), a publicly traded MLP, and Pacific Coast Energy Holdings, a private partnership which was the sponsor of Pacific Coast Oil Trust (NYSE: ROYT), a publicly traded royalty trust. 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. Discovery Capital Management | Institutional Investor We invest in leading founder or family-owned and other closely-held businesses operating in the software and services sectors. A graduate of Pace University in New York, she began her career in the New York tri-state area before serving a 12-year tenure with nationally renowned Spectrum/Skanska and WCI Communities when it entered the Northeast market. Mike holds a B.S. He began his career in Boston in the property & casualty insurance industry where he gained proficiency in many of the nuances of risk management. Application. Citrone's Discovery Capital Gained 4% in January on Market's Value Move Ms. Thies has a diverse marketing background ranging across a number of different industries, including banking, corporate products and consumer retail products. 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 MCP successor NexPhase Capital sold NAPA to American Securities in April 2016, realizing a 3.8x multiple and a 35% IRR on an initial equity check of $59 million. in finance and accounting from Indiana University. In that role his responsibilities included managing cash flow, short- and long-term planning, financial analysis and reporting, as well as risk management. Julie prides herself on strategic planning and driving results through creativity and collaboration alongside Senior Lifestyle Counselors and Executive Directors. Discovery Capital Partners with emerging high-growth companies, providing access to capital markets and specialist investment banking advice. Tisha has extensive experience in multi-site sales management, training and development, growing sales teams and growing occupancy. You must have a subscription to view WhaleScore histories. He has worked extensively with employee owned companies and led the sale of employee owned Rainbow Environmental Services to Republic Services. He enjoys playing golf, skiing and snowboarding, and spending time at Southern California beaches. ? a $6 billion market capitalization public company, Jason studied at the NYU Stern School of Business and the Ross School of Business at the University of Michigan, where he graduated with Distinction and earned a Bachelor of Business Administration in Finance and Accounting. 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 :: Connecticut (US) :: OpenCorporates John has spent nearly 25 years as an investment banker and corporate finance consultant. He served as an Analyst, Human Resource Director, Administrative Director 5, and Deputy Executive Director with various Louisiana State Agencies, including the Louisiana Health Care Authority, LSU Medical Center, Medical Center of New Orleans, University Hospital and the Louisiana Department of Health and Hospitals. Contact Email info@discoverycapital.com. Prior to Duff & Phelps, Greg was a senior vice president with Houlihan Lokey. Founded in 1982, we have become known for our long-term, fundamental, active approach to growth investing. Prior to joining UBS, Avi worked as a research analyst at William ONeil + Co. Avi earned a B.A.

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