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He became an administrator of nursing homes and then transitioned to working at retirement communities as an Executive Director. for DISCOVERY CAPITAL MANAGEMENT, LLC, Top 20 equal-weighted holdings. 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. We also reviewed 10 stocks billionaire Rob Citrone is selling. We take pride in the depth and quality of our relationship network, and believe it is a core differentiator for our firm. 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. from University of Texas Law School and a B.S. 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! 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. 2023 2024 2025; Revenue: 9,272 9,575 10,279 Dividend: 0.00 0.00 0.00 Dividend Yield (in %) - - - EPS Founded in 1982, we have become known for our long-term, fundamental, active approach to growth investing. In 1993, Mr. Ammann joined Founders Asset Management LLC, in Denver, CO where he held the following positions until leaving the firm in 2004. Before joining the Discovery team, Dave was a Senior Vice President of Operations Support for CA Ventures Senior Living division. Rob Citrone once worked as a portfolio manager at Fidelity Investments and Tiger Management before founding Discovery Capital. Ms. Thies graduated Cum Laude from Pace University, Lubin School of Business and holds a B.B.A. All rights reserved. Ms. Thies has a diverse marketing background ranging across a number of different industries, including banking, corporate products and consumer retail products. degree from Stanford University. Peter spent a decade serving as a Trustee for Marlborough School in Los Angeles and is a pastTrustee for Kings Academy in Amman, Jordan. Bonita Springs, FL 34134, Severe Weather & Emergency Updates by Location, Senior Vice President of Marketing and Product Development, Regional Director of Sales, Discovery Commons National Brand, Discovery Senior Living Community Options. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics. 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. He and his wife, Virginie, have been married for 20 years and have three children. This is a unique website which will require a more modern browser to work! He began his career in senior living as a sales associate, promoted to a sales director and promoted to various regional and divisional leadership roles. Mr. Cesar received his law degree and M.B.A. from Marquette University, graduating with several honors. Ryan earned a B.S. in Economics. S&P 500WhaleScore Esplin has more than 30 years of experience in the mining industry including over two decades of executive and senior management roles at . Harry Jaako co-founded Discovery Capital Corporation in 1986 and was its Chairman and Co-CEO, and has been President of the Manager for over ten years. Mr. McEwen holds a B.Comm. We are a cohesive, experienced, and well-connected team that enjoys working with growing companies and their management teams to achieve successful outcomes on transactions of critical importance. 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). Retrieved May 1, 2017. He was also instrumental in the design, creation and implementation of an in-house Sales Contact Center, which launched in 2021. From 2004-2007, Mr. Pauley worked as an Associate at Ivy Asset Management, a Fund of Hedge Funds and began his career at Lincoln Financial. Christian residents in the Greater Tampa Area where he enjoys spending time with his wife and two children. 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. We invest in leading founder or family-owned and other closely-held businesses operating in the software and services sectors. He and his wife, Megan, have been married for 19 years and have three children. 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. He is an established real estate development executive with more than 20 years of experience directing from prospect to building closeout and activation a wide range of commercial, mixed-use and hospitality projects on behalf of prominent development groups. 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? From 2013-2015, Avi served as Senior Portfolio Manager for Wireless Capital Partners, a Blackstone portfolio company focused on telecom related real estate. 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. 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. 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. John began his investment banking career with Donaldson, Lufkin & Jenrette (DLJ), and remained with DLJ until its sale to Credit Suisse in 2000. He enjoys playing golf, skiing and snowboarding, and spending time at Southern California beaches. Jeff Gelles has been a senior leveraged finance and financial restructuring professional for over 25 years. Rob Citrone's $2.4 billion . He and his wife, Mariel, have been married for 14 years and have three children. He also managed the companys inter-disciplinary design and construction department. 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. or to simply have an email sent to you whenever we receive a new Kevin is a licensed CPA and received a B.S. Joseph has been married for 27 years to his wife, Vanessa, and they have 3 children. So too is a compensation structure that, throughout the Discovery Senior Living enterprise, is tied to data-driven performance metrics. 11,718.12. Trevor is a Junior Analyst at American Discovery Capital. Discovery Capital Management is based out of South Norwalk. We started ADC in 2016 to return to these roots and share our knowledge, relationships and capital to help these businesses grow and succeed. Wealth Management Team. Investment Advisor He, his wife Sheila, and son Tyler, and live in Altadena, California. 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. John has spent nearly 25 years as an investment banker and corporate finance consultant. Jeff holds an MBA from Harvard Business School and a B.A. Tisha began her career as a Sales Director, promoted to a Selling Specialist Role and promoted to Regional Sales Director roles. He began his career in senior housing serving as a therapy aide in a nursing home at the age of 20. He received his undergraduate degree magna cum laude from the University of Wisconsin- Milwaukee. Kevin played Division One basketball at Texas State University. He also provides leadership support for Discoverys operational divisions; Morada and TerraBella. He led the finance & accounting and corporate development functions, and also oversaw business development, legal, human resources, and operations. 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. 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. in finance and accounting from Indiana University. 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. 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. When away from work, youll find Nicole spending time with her husband and their two daughters. Lou Maranto is the Senior Vice President of Sales for Discovery Senior Living and its affiliated brands. Positive Experience. is bringing you up close and personal with a fascinating species: the . He also built the companys first Virtual Design & Construction Team. 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. In this article, we will be discussing the 10 stocks that billionaire Rob Citrone is selling. Erin recently worked as Vice President of Sales for a prominent, luxury senior living provider, a role in which she focused sales efforts in order to grow census and revenue, and cultivate a 15% occupancy gain. 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. 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. 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. 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. Peter has spent over 35 years in the investment business, including work in growth equity, leveraged buyouts, turnarounds and recapitalizations. Prior to YapStone, Mike worked for twelve years as an investment banker with UBS and DLJ. 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. 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. Additionally, he holds an Associates in Risk Management designation. Prior to joining American Discovery Capital, Susan was a Director at Clear Capital Advisors, a leading M&A advisory firm serving the middle market for over a decade. Easy Interview. In 2022, she became Senior Vice President of Marketing and Product Development. Peter has a strong track record of backing successful entrepreneurs and working with them to make sure they have the necessary resources they need to succeed. 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. 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. 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. from Yale University. DISCOVERY SPECIAL OPPORTUNITIES III, LTD. He also supports American Discoverys private equity fund with industry research, financial modeling and analysis, transaction execution, and ongoing operational support to portfolio companies. 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. In this article, we examined billionaire Rob Citrone's portfolio management strategy and approach to investing in stocks. We invest in leading founder/family-owned and other closely-held businesses operating in the Software & Services sectors. Description Provider of pool investment services and operates hedge fund sponsor. His investments range from software companies to drug development companies. Only includes UK, France, Germany, Japan, and HKEX are presently being processed. Prior to joining UBS, Avi worked as a research analyst at William ONeil + Co. Avi earned a B.A. While at DLJ, he completed M&A transactions, private equity investments, IPO and other equity offerings, and leveraged buyouts for high-growth companies and LBO sponsors in a wide variety of sectors, including Technology, Business Services, Media, Financial Services and Wireless Communications. DISCOVERY GLOBAL OPPORTUNITY MASTER FUND, LTD. Use the CB Insights Platform to explore Discovery Capital's full . Todd has over 25 years of experience as an investment banker, private equity investor, and as a senior operating executive. Pompan was Captain of the Yale Varsity Tennis Team, and is a two time U.S. Open Singles Champion in paddle tennis. 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. Among the many industries Greg has served are aerospace & defense, automotive, distribution, manufacturing, consumer products, construction, agriculture, and specialty chemicals. We also review billionaire Rob Citrone's top 10 stock picks. A CIO role for a multi-state contractor was his last stop before jumping to seniors housing. 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. Fund Facts. 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. Brian has been a successful investment banker and investor for nearly 25 years. Having held positions in business development, operations, management, sales and strategic marketing, she utilizes quantitative and qualitative research methods and critical thinking and analysis to develop brand awareness, create efficiencies and cost savings, increase revenue streams, and provide strategic and tactical support to Discovery communities. 83 people.[1][2]. in Business Administration from Southern Methodist University. #WorldWildlifeDay. We have decades of transactional, operational, capital markets and private equity experience, including as Global Heads of leading businesses at some of the worlds preeminent financial institutions. Dave brings to our organization extensive experience in developing and executing corporate strategic growth Initiatives and building high-performing teams. As founders ourselves, we are personally aligned with the success of our clients and portfolio companies. Discovery Senior Living has assembled an Executive Leadership team with more than 100 years of collective experience in the seniors housing industry. Until becoming a principal of Discovery Capital, Mr. McEwen provided management services to several technology companies raising capital from private and public sources. containing a link to download the .zip file of the CSV file(s) you requested. At Metamor, Peter negotiated the companys $2.1 billion sale to PSINet in 2000. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. He has expansive experience with multi-site management, new construction, acquisitions and mergers, establishing culture, growing sales talent and strategic sales. 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. Our expertise covers the entire continuum of resource discovery and development, mine-building, capital markets and business development. 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. 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. We team from different jurisdiction thus resulting in having appropriate experience to set up, manage and administer investment fund (RADIANCE MINING FUND; investment opportunities arising in the Mining Industry). We have assembled a leadership team with deep Mexico experience. Mr. Hutchinson is married with two sons and served in the U.S. Army from 1986 to 1994 including a tour during Desert Storm. 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. Prior to Materia, Todd was a senior investment banker at leading global firms in London, Hong Kong, and Los Angeles. Discovery's point of difference starts with our team whose collective experience is global, extensive, and strategic. I analyze and optimize business processes and I have the natural ability to summarize complex business requirements into a language that everyone understands. Previously, Laurent managed private equity investments in Europe, Asia and USA. Anonymous Employee in South Norwalk, CT. Cindy proudly resides in Tampas beautiful Westchase community with her husband, John, and several four-legged family members. 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. Portfolio Gain +131.82%. They love spending time as a family going to the beach, hiking and serving in their local church. 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. Hedge Fund Manager. I am tech-savvy and fascinated to learn . Hal graduated with a degree in Petroleum Engineering (with distinction) from Stanford University. 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. 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). 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. Phone Number 604 662 3457. Discovery Capital Management, LLC. In addition, Frank serves as the Chair of the Board of Directors of Junior Achievement of Southern California. 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. Robert Citrone's worst performance was in 2008 when he lost 33%. Ryan is a Associate at American Discovery Capital. Kevin joined Sirius in 2012 with corporate strategy, executive oversight and day-to-day operating responsibilities. In this role Paul led the transformation of Nuveens Real Estate systems and processes, including creation of industry-first Property Management and Data Governance programs that transformed the Owner-Property Manager relationship while producing $250 Million of incremental Total Returns for investors. Discovery Capital Management, LLC has not filed any forms with the SEC apart from initial company registration. Other relevant experience includes work at Price Waterhouse in the Corporate Finance and Recovery Group. 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. 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. 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. 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. 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. Contents 1 Early life 2 Career 3 Personal life 4 References Early life [ edit] Robert Citrone was born in Latrobe, Pennsylvania, and grew up in Pittsburgh. Since then, Peter has been active with the University of the Pennsylvania in a variety of leadership roles. You can help Wikipedia by expanding it. Hal Washburn serves as a Senior Advisor to American Discovery Capital where he is involved in principal investing for the firms current private equity fund, American Discovery Fund II. A native of South Georgia, Julie is a proud graduate of Georgia Southern University, and earned a Bachelor of Science in Public Relations in 2001. to see more advanced email alert options such as selecting any type of From 2012 to 2017 Kevin was a Board Member, Executive Vice President and COO of Sirius Solutions (Sirius), a consulting firm providing financial advisory, technology and performance improvement solutions. Tisha has extensive experience in multi-site sales management, training and development, growing sales teams and growing occupancy. Discovery Capital's strength is based on: - a commitment to value creation to drive profitable exit strategies - an extensive network of investment and industry contacts - strong deal flow of business plans - a long standing presence in the BC technology community About the Team John McEwen CEO of the Manager 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. Before becoming Global Head of Technology Investment Banking, Brian ran the technology and business services vertical within the broader group. He is passionate about building financial models for complex investment scenarios where liquidity has been difficult to secure and intermediate to long term values can be realized; finding deep value situations with huge market potential; and proposing realistic funding opportunities to institutional investment partners. 498 Seventh Avenue 12th floor New York, NY 10018 info@cbinsights.com 212 292 3148 About . While at Sirius, Kevin redesigned and implemented the corporate strategy and aligned the service offerings, organizational structure, talent acquisition, sales and compensation programs along with onboarding key executive team members resulting in restored double-digit revenue growth and annual growth over 100 percent in EBITDA to approximately $10 million. He has worked extensively with employee owned companies and led the sale of employee owned Rainbow Environmental Services to Republic Services. Additional information. The Discovery Launchpad is a startup incubator and program of formal coaching for UMN researchers interested in forming a startup company to commercialize new technology. 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. 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. degree from the University of British Columbia. He received his MBA from South Eastern State University. Performance numbers calculated through 2023-02-14. 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. Metamor was successfully sold to PSINet in 2000 for $2.1 billion. Firm Details for DISCOVERY CAPITAL MANAGEMENT, LLC, Location: Connecticut, AUM = 3746445165.00, Last Form ADV Filed : 20-October-2022, Officers: ERCEGOVIC, STEPHANIE . . Mr. Jensen has been Managing Partner of Jensen Capital Partners since 1996 and joined ADC in 2020 as a Senior Advisor. Brian graduated with an MBA from Harvard Business School (HBS) in 1993. Legal Name Discovery Capital Management Corporation. 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) . He is responsible for leading the Australian Equities team, and is a Portfolio Manager focussed on large cap equities. Julie brings more than 12 years of sales management experience to the TerraBella Senior Living organization, having achieved substantial growth in occupancy and revenue across the US South and Midwest regions while working as Regional Director of Sales with TerraBella Senior Living parent company, Discovery Senior Living, for a three-year period beginning in 2018. In this role, he was responsible for development and implementation of strategic initiatives, portfolio valuation, risk management and investor reporting. 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.