We do our best to solve any issues and answer your questions in the shortest possible time frames but some delays are . Discovery Capital Partners - Independent, objective and intelligent John began his investment banking career with Donaldson, Lufkin & Jenrette (DLJ), and remained with DLJ until its sale to Credit Suisse in 2000. Dave holds an MBA from Kellogg School of Management, Northwestern University, and a Bachelor of Science degree from the United States Air Force Academy. We started ADC in 2016 to return to these roots and share our knowledge, relationships and capital to help these businesses grow and succeed. Cassandra has a proven track record of expertise in all verticals within marketing communications including print, marketing automation, email, social, SMS/MMS, web, SEO/SEM, customer journeys, content marketing, audience building, lead acquisition and data analytics. Discovery Capital manages venture capital investments in B.C.-based technology companies in the areas of information technology, communications, health & life sciences, and environmental & energy technologies. 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. 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. Trend Discovery Capital Management - Unicorn Nest 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 Learn More BC Discovery Fund (VCC) Inc. He and his wife, Mariel, have been married for 14 years and have three children. Cassandra is the Director of Marketing for Discovery Senior Living and an experienced leader in digital marketing, marketing communications, and campaign execution. 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. 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. HTZ Stock | News | HERTZ GLOBAL HOLDINGS Stock Price Today - Insider Mr. Costello is the Chief Financial Officer for Discovery Senior Living. We strive to make working with ADC collaborative, positive and enjoyable. The discovery team should ideally include people with diverse interests and specialties. We have assembled a leadership team with deep Mexico experience. 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. 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. We also reviewed 10 stocks billionaire Rob Citrone is selling. This "Tiger Cub" hedge funder owns nearly 10% of Compass Working at Discovery Capital Management | Glassdoor Discovery Capital Managers Ltd 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. Claire del Rosario-Bernabe is a T.O.P.S. 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. 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. His current corporate board of director positions include: Critical Alert Systems (Chairman) and VCC Optoelectronics. TEAM - Wolf Hill Capital 11,718.12. Hal led two initial public offerings, multiple secondary public equity and debt offerings and the issuance of private equity and syndicated private debt. Rob Citrone once worked as a portfolio manager at Fidelity Investments and Tiger Management before founding Discovery Capital. As the President of Discovery Development Group and Discovery Design Concepts, Akash leads the in-house development, construction and design division of the Discovery Senior Living organization. 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. Outside of work, Cindy enjoys spending time outdoors, enjoying the pool and walking the neighborhood with their 11-year-old Chihuahua, Gizmo. Prior to YapStone, Mike worked for twelve years as an investment banker with UBS and DLJ. Our flat senior management structure is specially designed to prioritize connectivity with the communities, and is a foundational aspect of our organization. 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. 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, in Economics. Additionally, Mr. Costello has worked as a consultant with companies such as the New York Times, Inc. to streamline efficiencies in finance and accounting operations through rigorous workflow analysis and identifying and implementing best practices. After 13 years as an executive director with Brookdale and Allegro, Joseph then became the Director of Operations for Hawthorne overseeing all Florida properties for almost 5 years. 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). Discovery Senior Living has assembled an Executive Leadership team with more than 100 years of collective experience in the seniors housing industry. Prior to RBC Capital Markets, Jeff was a Managing Director in UBS Leveraged Finance and Restructuring Groups. Now with Discovery Senior Living, her scope includes the full conceptualization and execution of new construction and large-scale renovation projects throughout Discovery-owned communities across the country. He was named Vice Chairman and CFO of The First American Corporation (NYSE:FAF), a $7 billion financial services and data company, in March 2006. Contact Email info@discoverycapital.com. Discovery Capital Management Sends Letter to Spirit Airlines - Yahoo! Billionaire Robert Citrone's Hedge Funds Hammered In March - Forbes She was appointed President in October 2012 and in this role she chairs a team that leads the strategic initiatives at the firm. 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. Highly visible and accessible, our company (and community) leaders maintain open-door policies, and promote autonomy and the continued pursuit of excellence and innovation. Team - Discovery Capital Partners 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. 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. He graduated Summa Cum Laude from St. Leo College earning a Bachelors Degree in Accounting and is a former Certified Public Accountant. He has a proven track record of delivering unique and timely funding options to provide liquidity for challenging middle market companies as well as individuals - developing innovative private capital sourcing solutions to complex investment issues, seeking value through bottom-up modeling, valuation, liquidity, and structure. That work led him to Chicago and a consulting position with Ernst & Youngs real estate technology practice. Scott Evans - Discovery Capital Management - Discap | ZoomInfo 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. Wealth Management Team. 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. 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. Discovery Capital Management Management | Discovery Capital Management Brian joined UBS from Donaldson Lufkin & Jenrette (DLJ) in 2001, following the sale of DLJ to Credit Suisse. About Baron Capital - Who We Are, Our Team, Our History, Our Philosophy 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. Performance She earned her MBA at Dartmouths Tuck School of Business and holds the Chartered Financial Analyst (CFA) designation. In 1994 he relocated to Tampa, Florida, where he went to work for Price Waterhouse providing research and analysis to the firms management. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics (NASDAQ: ITOS). . 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. Julie prides herself on strategic planning and driving results through creativity and collaboration alongside Senior Lifestyle Counselors and Executive Directors. At Metamor, Peter negotiated the companys $2.1 billion sale to PSINet in 2000. 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. From planning and executing mergers and acquisitions to redeveloping and converting senior apartment complexes to independent living, Nicole has been integral in bringing quality senior living to discerning seniors across multiple states and locales. He lives in Land O Lakes, Florida, and when he is not spending time with his wife and two children he is active in Tampas live music scene playing bass and guitar. The venture was found in North America in United States. Susan received an MBA from the Anderson School at UCLA and a BSBA from Washington University in St. Louis (John M. Olin School of Business). This will schedule a job to export all requested 13f holdings data for this filer. 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. 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. Marisa Crockett has been in senior living for almost two decades. In this role, he was responsible for development and implementation of strategic initiatives, portfolio valuation, risk management and investor reporting. We provide M&A, capital raising and restructuring advisory services to leading private and public companies. 2023 2024 2025; Revenue: 9,272 9,575 10,279 Dividend: 0.00 0.00 0.00 Dividend Yield (in %) - - - EPS She resides in Florida with her husband and son. In this article, we will be discussing the 10 best dividend stocks to buy according to Tiger Cub Rob Citrone. Before Salomon Brothers, Jeff worked with Deloitte & Touche as a Manager in their Restructuring Group. Laurent has been investing in private equity in technology and biotechnology for the past 15 years. Todd holds an A.B. He and his wife Virginie now reside in Los Angeles with their three children. It launches and manages hedge funds for its clients. Jason earned a Master of Business Administration from. Positive Experience. Download 13F Summary Hal also led more than $8 billion of private and public M&A transactions and successfully led a balance sheet restructuring that resulted in the equitization of more than $3 billion of debt. In 2022, she became Senior Vice President of Marketing and Product Development. Hes a multiple award winner best known for shaping the strategies, processes, and programs behind highly efficient and customer-focused communities. After leaving her home state of New York and moving to Florida, Ms. Thies entered seniors housing. Discovery Capital's annualized returns since 1999 is around 17%. We take pride in the depth and quality of our relationship network, and believe it is a core differentiator for our firm. ? Participants develop business and marketing plans, learn about legal and . Portfolio Gain +131.82%. Jeff was a Managing Director, Head of CME Leveraged Finance, and Head of the U.S. Restructuring Group at RBC Capital Markets from 2009 through 2016. 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. He is currently on the Board of Overseers for the University of Pennsylvania Library System. France 25 Rue Albert Pottier 25, Allonnes, Pays de la Loire, 49650, France. Activist shop Engaged Capital is raising money for a special-purpose vehicle that would aid its quest to take over a publicly traded nutrition and weight-loss company. ^ "A new Legend: Robert Citrone of Discovery Capital Management - Legends Fund". Discovery's point of difference starts with our team whose collective experience is global, extensive, and strategic. Fund of Funds. A sample of past director positions include: ExtruMed, Energy Solutions and Sirius Solutions. Adam's career has been entrenched in the natural resources sector where he has worked for Tier-1 mining firms and in . She began her career as a Registered Nurse and has multifaceted experience in clinical management, operations, and sales. from Yale University. He and his wife, Megan, have been married for 19 years and have three children. He also was awarded a Post-Baccalaureate Certification in Instructional Systems Development. dedicated management team has developed and operated more than 30 luxury communities worldwide spanning almost three decades . Rob Citrone's $2.4 billion . Number of Exits 12. 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). Robert Citrone - Wikipedia 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. 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. Discovery's investment was not previously reported, and the size of its stake is second only to SoftBank's, which owns nearly 35 percent of the brokerage. During this time, Avi executed numerous transactions including representing the NTI Group on its $182mm sale to Blackboard, Sigma Design on its $190 million acquisition of CopperGate Communications, Princeton Review on its $170 million acquisition of Penn Foster and various other M&A, debt and equity transactions. 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. Discovery Capital Management | Institutional Investor Additionally, he holds an Associates in Risk Management designation. Naval Academy, Hilary served as a logistician both on active and reserve duty before retiring as a Commander. 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. Description Provider of pool investment services and operates hedge fund sponsor. 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. Kevin Cohn has 25 years of successful executive, operational and finance experience leading private and public companies in the technology and business services sectors. Call directly or utilize our contact form below. Hedge Fund Manager. 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. Edward Eason MANAGING DIRECTOR After having grown up in Janesville, WI, Cassandra received her Bachelor of Science degree in Psychology at The Ohio State University. Dave brings to our organization extensive experience in developing and executing corporate strategic growth Initiatives and building high-performing teams. Alt Turnover is calculated by taking either the total MV of new purchases or Ryan graduated summa cum laude from Tulane University with a B.S. His two decades include 18 years with Chicago-based Vi where he was that organizations first Chief Information Officer before expanding his reach to lead traditional operations plus sales and marketing for their full continuum, luxury life plan communities. Performance numbers calculated through 2023-02-14. Frank was named CEO of the Information Solutions Group (now called CoreLogic) in January 2008. Robert Citrone's worst performance was in 2008 when he lost 33%. Baron is an asset management firm focused on delivering growth equity investment solutions. Robert Citrone's flagship Discover Global Opportunity Partners fund returned 27.5% in 2013. 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. 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. At YapStone, Mike was most recently General Manager (GM) of YapStone's vertical business operations. She began her career with J.P. Morgan where she oversaw top-tier and middle-market senior housing communities across multiple states, growing an affinity for the senior housing industry. He, his wife Sheila, and son Tyler, and live in Altadena, California. 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. He also has extensive transactional corporate finance experience in public and private financings involving debt and equity. Citrone's Discovery Capital Management is Compass' second-largest shareholder, with a 9.2 percent stake, according to Compass' S-1, filed this week ahead of its impending public offering.. Discovery Capital Management is based out of South Norwalk. In this article, we discuss the 10 best dividend stocks according to Tiger Cub Rob Citrone. Discovery Capital had more than $12 billion in AUM at the end of 2013. Investor Type Venture Capital. Our Team - mainstaycapital.com Herpain Urbis added retail investments and construction to its development business. Hedge Funder Robert Citrone Bet Big on Compass - The Real Deal National degree from Stanford University. and a top 10 holdings concentration of 63.31%. 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. 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. Kevin serves on the boards of directors of Genuent, Opptly and The Staffing Ninjas. Our expertise covers the entire continuum of resource discovery and development, mine-building, capital markets and business development. She and her husband, Jeff, have been married for 19 years and have two children. Prior to Materia, Todd was a senior investment banker at leading global firms in London, Hong Kong, and Los Angeles. Hal is an experienced C-Suite executive and entrepreneur with a track record of building and operating both private and public companies. 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. Discovery Bank employs 58 employees. Discovery Capital Management Reviews | Glassdoor Peter has spent over 35 years in the investment business, including work in growth equity, leveraged buyouts, turnarounds and recapitalizations. 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 . 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. 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. Firm Details for DISCOVERY CAPITAL MANAGEMENT, LLC, Location: Connecticut, AUM = 3746445165.00, Last Form ADV Filed : 20-October-2022, Officers: ERCEGOVIC, STEPHANIE . 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. Owned and governed solely by Indians, Paytm Payments Bank was launched on May 23, 2017. IAPD - Investment Adviser Public Disclosure - Homepage 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. Apply to Investment Banking Analyst, Returns Manager, Business Analyst and more! He also holds an MBA from the University of Chicagos Booth School of Business. From 2006 to 2011, Kevin was the Senior Vice President, CFO and Corporate Secretary of First Acceptance Corporation, an NYSE listed provider of insurance and related services with over $400 million in revenues, 1,400 employees and 400 locations throughout the U.S. 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.