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. Description Provider of pool investment services and operates hedge fund sponsor. Wealth Management Team. Discap. Tisha began her career as a Sales Director, promoted to a Selling Specialist Role and promoted to Regional Sales Director roles. Prior to joining ADC, Ryan was an Associate in the Financial Services Investment Banking Group at Piper Sandler, focusing on mergers & acquisitions and strategic advisory assignments. Jason earned a Master of Business Administration from. During his almost 30-year career, he has negotiated and closed more than $5 billion in equity and debt transactions, while establishing relationships with many of the industries key financiers, investors and operators. Richard has more than 25 years of healthcare administration experience working in acute care, community-based, and senior living settings. Lisa has a bachelors degree and has completed her certification in Human Resource related law. Mainstay was recognized by Investment News as a . . 498 Seventh Avenue 12th floor New York, NY 10018 info@cbinsights.com 212 292 3148 About . Marisa Crockett has been in senior living for almost two decades. In that role his responsibilities included managing cash flow, short- and long-term planning, financial analysis and reporting, as well as risk management. These are a mix of hedge funds and private equity funds. Tisha also enjoys gardening, traveling, yoga and pilates. Our expertise covers the entire continuum of resource discovery and development, mine-building, capital markets and business development. Their last reported 13F filing for Q4 2022 included $686,274,137 in managed 13F securities An avid animal lover, she spent three years on the Board of Directors for the Animal Refuge Center in Fort Myers, FL. in Marketing with a minor in Advertising and Promotion. 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. 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. 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. She resides in Florida with her husband and son. Prior to working at Brookdale, Cesar was a member of the healthcare and litigation teams at one of the oldest law firms in the state of Wisconsin. Best described as a decisive decision maker, Erin creates revenue- and resident-focused programs for changing markets, all while fostering an inclusive environment that values the diverse, multicultural and multigenerational nature of the senior living industry and workforce. A proven track record of aligning sales initiatives to strategic execution. Prior to Duff & Phelps, Greg was a senior vice president with Houlihan Lokey. Prior to taking on the Division President role for TerraBella, Dave led Discovery Senior Livings Acquisition & Transition Team, which oversaw the addition and successful integration of 57 new communities to Discovery Senior Livings national, multi-brand portfolio. Claire's expertise as a hotelier focuses on leadership roles in Sales & Marketing and Operations, in lifestyle resorts, high-end villas and private islands, 4 to 5 star business, convention and casino hotels, and mid-scale business city hotels.<br><br>She . Experienced advisors help researchers move through the startup process using a three phase approach. Additional information. 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. She is a passionate artist, having painted several murals locally in addition to pottery. . He has established the west coast brands and built offices for two middle market investment banking firms. We were founded as an equity research firm, and research has remained at the core of our business. He received his MBA from South Eastern State University. He developed a multitude of sales best practices and customer-focused programs, while designing and delivering sales education and leadership development programs. These solved many of the firms logistical problems. Equal-WTWhaleScore 2.0 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 . 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. 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. Brian has been a successful investment banker and investor for nearly 25 years. 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. Discap is part of the Internet Service Providers, Website Hosting & Internet-related Services industry, and located in France. 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. Alt Turnover is calculated by taking either the total MV of new purchases or Steve received a JD from the University of San Diego and a BS from the University of Arizona (Eller College of Management). 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. Under Brians management, DLJ commanded a leading market share in software and technology services for 6 years, and resulted in Brian being promoted to Managing Director in just 7 years. Mr. Hutchinson is married with two sons and served in the U.S. Army from 1986 to 1994 including a tour during Desert Storm. Discovery Capital Management, LLC is an investment firm providing advisory services for private funds and investors. Discovery Capital had more than $12 billion in AUM at the end of 2013. Rob Citrones Discovery Capital Management, founded in 1999, is one of theTiger Cubhedge funds. John began his investment banking career with Donaldson, Lufkin & Jenrette (DLJ), and remained with DLJ until its sale to Credit Suisse in 2000. 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. 2,730 Discovery Capital Management jobs available on Indeed.com. Kevin joined Sirius in 2012 with corporate strategy, executive oversight and day-to-day operating responsibilities. Mr. Pompan previously held the position of Director of Investment Banking at Harris Nesbitt Gerard (formerly Gerard Klauer Mattison) and at ING Barings. Inspired by close, personal relationships with her own grandmothers, Cindy Crowley attended Penn State University, where she studied Health Care Administration before embarking upon a 30+ year career focused on serving seniors and their families. Brian began his career in industry at the Ford Motor Company in Product Development Engineering, and assisted on the first major re-engineering of the very successful original Taurus. Matrix Capital Management Company is a hedge fund with 4 clients and discretionary assets under management (AUM) of $11,359,117,000 (Form ADV from 2022-08-30). We invest in leading founder or family-owned and other closely-held businesses operating in the software and services sectors. Peter has spent over 35 years in the investment business, including work in growth equity, leveraged buyouts, turnarounds and recapitalizations. He earned a Master of Business Administration, with honors, from the University of Chicagos Booth School of Business. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Trend Discovery Capital Management appeared to be the VC, which was created in 2011. Discovery Capital Management's largest holding is Hertz Global Holdings Inc with shares held of 6,688,226. Discovery Capital Management is an American hedge fund, with a focus on emerging markets. Discovery Capital Management gained 4% in January, becoming one of the few hedge funds to make money in a month of market turbulence. 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. He also lead the firms coverage of financial sponsors and private equity firms focused on the Enterprise Software sector. 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. Call directly or utilize our contact form below. Jason is a Vice President at American Discovery Capital, where he focuses on the firms advisory assignments and principal investments across all industries. Ernst joined the Discovery Senior Living organization in 2021, bringing a broad skill set across key functional areas including Food and Beverage, resident experience and wellness, facilities management, resource allocation and more. 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. We invest in leading founder/family-owned and other closely-held businesses operating in the Software & Services sectors. So too is a compensation structure that, throughout the Discovery Senior Living enterprise, is tied to data-driven performance metrics. from Yale University. He also enjoys running, skiing, mountain biking, and basketball. 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. I analyze and optimize business processes and I have the natural ability to summarize complex business requirements into a language that everyone understands. Prior to joining Discovery Senior Living, Cesar served as Vice President of Legal at Brookdale Senior Living, where he held multiple roles throughout a 20-year tenure. 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. 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. Mr. Costello brings a wide range of experience to Discovery beyond debits and credits. USD. Prior to joining Sirius, Kevin spent 15 years as an officer and member of the Executive Committees of three public companies with enterprise values up to $2 billion. 39 2015. He received his undergraduate degree magna cum laude from the University of Wisconsin- Milwaukee. 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. 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, 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! Mr. Jaako holds a Bachelor of Engineering degree from Lakehead University. To instill this drive in his team, beginning with his teams at Nuveen and continuing today, Paul passionately embraces, lives and evangelizes the FISH! Portfolio Gain +131.82%. With over 20 years of venture capital experience in British Columbia, Discovery Capital is a venture fund manager through its wholly owned subsidiary, Discovery Capital Management Corp., and venture capital investor specializing in: information technology, communications, health and life sciences, and other advanced technologies. Hilary brings an established background as a real estate investment executive specializing in senior housing and multi-family assets. GreenSlate Receives Strategic Growth Investment from Francisco Partners, Boathouse Capital Completes Growth Investment in Glamsquad. Subscribe to WhaleWisdom to view all filing data While at Pace, she was a member of Alpha Chi Honor Society. Their last reported 13F filing for Q4 2022 included $5,238,164,235 in managed 13F securities and a top 10 holdings concentration of 92.67%. Hes a multiple award winner best known for shaping the strategies, processes, and programs behind highly efficient and customer-focused communities. He also developed the pro-forma models for each of the projects, which planned the projects from land acquisition, development, fill-up, stabilized operations and, ultimately, to sale. She enjoys traveling, spending time with family in the Midwest and Rocky Mountains, downhill skiing and outdoor activities. Jason began his career at UBS Investment Bank as an Investment Banking Analyst in New York in the Industrials group, where he worked on transformative Chemical deals via M&A advisory, equity offerings, and debt capital raises. As Assistant Vice President of Sales for Discovery Senior Living and its affiliated entities, Brennan Hughes helps empower nationwide and targeted, regional sales efforts across the companys multi-branded portfolio of communities and beyond. During Todds tenure at Materia, the company grew revenue six-fold. Robert Citrone's worst performance was in 2008 when he lost 33%. Discovery Capital Location 43-1238 Eastern Dr, Port Coquitlam, British Columbia, V3C 6C5, Canada Description Read More Industry Venture Capital & Private Equity Finance Discover more about Discovery Capital Kevin Williams Work Experience and Education 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. Discovery Capital Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2022. Quarterly NAV and investment commentary - coming soon. After earning a Bachelor of Fine Arts degree from Michigan State University, she served large-scale, Chicago-based healthcare entities, leading the development and execution of traditional and digital marketing programs, branding and communications initiatives, creative, design and content production, as well as user experience and other key strategic functions. He holds or has held a certification as a Level 4 Assisted Living Administrator, Certified Public Manager, Professional of Human Resources, and has served on the Boards of the Louisiana State Personnel Council, The New Orleans Compensation Association, the Department of Health and Hospital Hurricane Task Force, and the Greater New Orleans Society of Human Resource Professionals. Investor Type Venture Capital. 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. 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. Ryan earned a B.S. 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. Accepted Offer. Kevin played Division One basketball at Texas State University. Positive Experience. The firm only manages funds, with institutional investors having the ability to invest in them. 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. Tisha has worked in the Senior Living Sales and Marketing Industry for the past 15+ years in several different demographics. In this article, we examine billionaire Rob Citrone's portfolio management strategy and approach to investing in stocks. Mature Portfolio Learn More She earned her MBA at Dartmouths Tuck School of Business and holds the Chartered Financial Analyst (CFA) designation. 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. 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 He is currently on the Board of Overseers for the University of Pennsylvania Library System. 83 people.[1][2]. Adam's career has been entrenched in the natural resources sector where he has worked for Tier-1 mining firms and in . We take pride in the depth and quality of our relationship network, and believe it is a core differentiator for our firm. Mike holds a B.S. Other relevant experience includes work at Price Waterhouse in the Corporate Finance and Recovery Group. 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. He led a process of integrating business units, fostering collaboration across units and developing a cohesive go-to-market strategy as One Company. 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. Mr. Shepherd served most recently as the CFO of AMS Fulfilment, a portfolio company of Fort Point Capital with revenues of over $120M and over 500 employees. He has also taught both undergraduate and graduate courses in negotiation at Marquette University School of Management. 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. While at First Acceptance, he restructured the balance sheet, cut costs by 40%, implemented new compensation, marketing and credit scoring based underwriting programs that led the business from breakeven to $20 million in EBITDA. degree from Stanford University. Investment company Discovery Capital Management, Llc (Current Portfolio) buys Hertz Global Holdings Inc, Western Digital Corp, Viatris Inc, Denbury Inc, Intel Corp, sells Compass Inc, Vertiv Holdings Co, Charter Communications Inc, Five9 Inc, Microchip Technology Inc during the 3-months ended 2021Q4, according to the most recent filings of the . Laurent has been investing in private equity in technology and biotechnology for the past 15 years. 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. The venture was found in North America in United States. [1] During this period, he led senior loan, high yield, and mezzanine financing transactions for emerging companies, primarily in the TMT sectors. Outside of work, Cindy enjoys spending time outdoors, enjoying the pool and walking the neighborhood with their 11-year-old Chihuahua, Gizmo. 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. Use the CB Insights Platform to explore Discovery Capital Management's full profile. Their last reported 13F filing for Q4 2022 included $686,274,137 in managed 13F securities and a top 10 holdings concentration of 63.31%. Joseph has dedicated his entire 26-year career to serving seniors. Many team members at Unicorn Nest are Ukrainians affected by Russian aggression. Cassandra is the Director of Marketing for Discovery Senior Living and an experienced leader in digital marketing, marketing communications, and campaign execution. 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. In 1988 Hal co-founded the Breitburn group of companies where he served as Co-CEO, CEO and as a member of the Board of Directors. She and her husband, Jeff, have been married for 19 years and have two children. Prior to joining American Discover Capital, Ben was in the Valuation & Capital Markets group at BDO, where he provided business valuation services to clients nationwide operating across diversified industries. United States Discovery.com Joined December 2008. Hes also a proven innovator with a reputation for designing cutting-edge programs that enhance the prospect and resident experience. Todd joined American Discovery Capital in September 2017, where he is a Partner. 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. She was appointed President in October 2012 and in this role she chairs a team that leads the strategic initiatives at the firm. DISCOVERY CAPITAL MANAGERS LTD is an Independent Boutique Asset Management and Investment Advisory Firm based in Mauritius. He joined Cortland Partners as a Director of Development in 2013, bringing strong leadership and innovation to functional areas including pre- planning and analysis, entitlements and permitting, financial modeling and project management. 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 He graduated Summa Cum Laude from St. Leo College earning a Bachelors Degree in Accounting and is a former Certified Public Accountant. Over the course of his investment banking career, Mike has completed numerous M&A advisory and financing transactions for his clients in the business/technology services and technology sectors. Before becoming an investor, Laurent was a real estate developer in Europe where he successfully built office and residential properties in Brussels. Pompan was Captain of the Yale Varsity Tennis Team, and is a two time U.S. Open Singles Champion in paddle tennis. Application. Previously, Laurent managed private equity investments in Europe, Asia and USA. Discovery's point of difference starts with our team whose collective experience is global, extensive, and strategic. Until becoming a principal of Discovery Capital, Mr. McEwen provided management services to several technology companies raising capital from private and public sources. Ryan began his career as a financial analyst at PennyMac Financial Services, a publicly traded residential mortgage company. 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. Get Contact Info for All Departments Christian residents in the Greater Tampa Area where he enjoys spending time with his wife and two children. Prior to YapStone, Mike worked for twelve years as an investment banker with UBS and DLJ. We do our best to solve any issues and answer your questions in the shortest possible time frames but some delays are . Prior to joining First American, Frank spent 20 years as an investment banker at Merrill Lynch (13 years) and Lehman Brothers (7 years) specializing in Financial Institutions. 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 companies have been recognized for their exceptionalism and ingenuity and have received accolades and awards from numerous national organizations. Julie prides herself on strategic planning and driving results through creativity and collaboration alongside Senior Lifestyle Counselors and Executive Directors. Prior to that, Dave served as Vice President of Strategy & Business Development for Enlivant Senior Living, where he successfully led the operational performance turnaround and strategic growth of that company. Ms. Thies has a diverse marketing background ranging across a number of different industries, including banking, corporate products and consumer retail products. 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. Accomplished sales leader with quarter of a century's worth of management experience in the Life Science, Drug Discovery and histopathology Laboratory Instruments industries. 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? Discovery Capital's annualized returns since 1999 is around 17%. C112011393. 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. Learn More BC Discovery Fund (VCC) Inc. Prior to joining UBS, Avi worked as a research analyst at William ONeil + Co. Avi earned a B.A. Brian graduated with an MBA from Harvard Business School (HBS) in 1993. As founders ourselves, we are personally aligned with the success of our clients and portfolio companies. #WorldWildlifeDay. 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. 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. and a top 10 holdings concentration of 63.31%. Anonymous Employee in South Norwalk, CT. It was co-founded in 1999 by Robert Citrone, and employs[when?] 3461 Bonita Bay Blvd #100 Heidi is a proud volunteer and contributor to multiple charitable and healthcare organizations. After having grown up in Janesville, WI, Cassandra received her Bachelor of Science degree in Psychology at The Ohio State University. 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.