Peter earned his BA from the University of Pennsylvania in 1986 and an MBA from the University of Southern California in 1994. This will schedule a job to export all requested 13f holdings data for this filer. 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. 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. 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! Discap. 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? Ryan graduated summa cum laude from Tulane University with a B.S. Mr. Costello is the Chief Financial Officer for Discovery Senior Living. PDF Our leadership - Discovery containing a link to download the .zip file of the CSV file(s) you requested. The company was established in 1986 and is located in Port Coquitlam, British Columbia. Normally, the discovery team shall include the following: A project manager A UX/UI designer A technical expert/developer Project analyst Prior to joining Wedbush, Peter was a Managing Director of Alvin V. Shoemaker Investments, Inc. where he managed a family office and multiple investments. He also supports American Discoverys private equity fund with industry research, financial modeling and analysis, transaction execution, and ongoing operational support to portfolio companies. 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. Kevin serves on the boards of directors of Genuent, Opptly and The Staffing Ninjas. Mr. Costello brings a wide range of experience to Discovery beyond debits and credits. Rob Citrone is the Founder of Discovery Capital Management, a $2 billion global hedge fund investing across equities, fixed income, currencies, and rates with a focus on emerging markets. The split unlocked tremendous value with the combined market cap increasing over 120% with an annualized IRR of over 22%. She earned her MBA at Dartmouths Tuck School of Business and holds the Chartered Financial Analyst (CFA) designation. Working at Discovery Capital Management | Glassdoor She joined the company in 2001, where she was responsible for the leadership, strategic direction and new initiatives of Discovery Senior Living and its affiliated entities marketing and sales, as well as corporate and community branding, and increasing revenue and occupancy growth and overall census; ensuring all remain consistent with the companys vision; while holding the position of Senior Vice President of Marketing and Sales. Julie Thompson is an impassioned team builder and decorated sales leader whose 20 years of broader healthcare industry experience span sectors including senior living, home health and hospice care, and diagnostic testing. Peter has spent over 35 years in the investment business, including work in growth equity, leveraged buyouts, turnarounds and recapitalizations. Mr. Hutchinson is married with two sons and served in the U.S. Army from 1986 to 1994 including a tour during Desert Storm. Hedge Fund - Discovery Capital Management - Insider Monkey 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. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 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. ): 1.50% (excluding GST) of the Net Trust Value Participants develop business and marketing plans, learn about legal and . 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. His operating experience includes extensive merger & acquisition focus around strategy, contract negotiation, due diligence and integration. You are limited to the prior 8 quarters of 13F filings. Baron is an asset management firm focused on delivering growth equity investment solutions. Christian has worked in the Senior Living Industry for the past 20+ years in sales and business development. Greg has been a successful investment banker and franchise builder for more than 30 years with broad experience advising owners of middle market private companies, boards of directors of public companies, C-suite executives, private equity firms, charitable foundations, ERISA-covered trusts and Employee Stock Ownership Plans (ESOPs). These are a mix of hedge funds and private equity funds. Hedge Funder Robert Citrone Bet Big on Compass - The Real Deal National 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. Esplin has more than 30 years of experience in the mining industry including over two decades of executive and senior management roles at . Read employee reviews and ratings on Glassdoor to decide if Discovery Capital Management is right for you. 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. So too is a compensation structure that, throughout the Discovery Senior Living enterprise, is tied to data-driven performance metrics. A so-called Tiger cub who used to work for famed hedge fund manager Julian Robertson, Citrone started his Discovery Capital Management hedge fund firm in 1999 and the only serious down year for . Steve received a JD from the University of San Diego and a BS from the University of Arizona (Eller College of Management). Lisa Lacy has more than twenty years experience in human resources, with the majority specifically in the senior living industry. Call directly or utilize our contact form below. 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. OTC_start---0.060679912567139 OTC---0.00020289421081543 Pompan received his M.B.A. from New York University, Graduate School of Business Administration (Stern School of Business) and earned his B.A. 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. 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. Learn More BC Discovery Fund (VCC) Inc. Hedge Fund Manager. Discovery Capital Portfolio Investments, Discovery Capital Funds Fallen-star fund manager Neil Woodford has seemingly given up his attempt to return to the UK fund management market. He is responsible for leading the Australian Equities team, and is a Portfolio Manager focussed on large cap equities. The couple also have a daughter, Mackenzie, who recently graduated with honors from the University of Florida. 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. 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. In addition, Hal has served on the boards of a number of private companies, trade associations and non-profits. Nicole graduated with a Bachelors Degree in Psychology from Texas A&M University in College Station, and later received an MBA from Texas A&M-Corpus Christi. Our Team - mainstaycapital.com Discovery Capital Managers Ltd Mr. Costello managed the cash flows and cost reporting for the last four projects Aston developed. Now residing in Florida, she is a proud mother of three children, Hutch, Deegan and Havi. When away from work, youll find Nicole spending time with her husband and their two daughters. Discovery Capital Management, LLC SEC Registration Discovery Capital Management is a hedge fund founded by Robert Citrone. 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. 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. Awardee (The Outstanding Professional in Sales by the Sales & Marketing Executives International). This "Tiger Cub" hedge funder owns nearly 10% of Compass This is a unique website which will require a more modern browser to work! DISCOVERY SPECIAL OPPORTUNITIES III MASTER FUND, LTD. 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. Download 13F Summary He started his career at PriceWaterhouse, becoming a California CPA and then serving in the Corporate Restructuring practice, advising clients in bankruptcies, workouts and turnarounds. He also holds an MBA from the University of Chicagos Booth School of Business. email address below and choose 'Submit'. Discovery Capital Management, LLC is an investment firm providing advisory services for private funds and investors. 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. Earlier in his professional career, he worked as an architect before becoming Senior Design Manager at Perkins + Will, a position he held for more than 12 years. 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. He was also instrumental in the design, creation and implementation of an in-house Sales Contact Center, which launched in 2021. Kevin Cohn has 25 years of successful executive, operational and finance experience leading private and public companies in the technology and business services sectors. Jason is a Vice President at American Discovery Capital, where he focuses on the firms advisory assignments and principal investments across all industries. He also has extensive transactional corporate finance experience in public and private financings involving debt and equity. Ms. Thies graduated Cum Laude from Pace University, Lubin School of Business and holds a B.B.A. Mr. Jaako has extensive experience serving on the Boards of portfolio companies, and on the Boards of Canadian Exchanges, including; Toronto Stock Exchange, TSX Group, TMX Group, Inc., and TMX Group Limited, with subsidiaries Montreal Exchange, and TSX Venture Exchange. Discovery Capital Management LLC Company Profile | Norwalk, CT Jason earned a Master of Business Administration from Columbia Business School. Robert Citrone - Wikipedia In addition, Frank serves as the Chair of the Board of Directors of Junior Achievement of Southern California. Citrone's Discovery Capital Gained 4% in January on Market's Value Move Hedge Fund Kevin played Division One basketball at Texas State University. Joseph has dedicated his entire 26-year career to serving seniors. At UBS, Jeff was Head of Leveraged Finance and Restructuring for Technology, Media, and Telecommunication (TMT), and he was Head of the San Francisco office for his group. Ryan earned a B.S. In October 2014, TPG successfully completed the sale of Decision Insights business units. Discovery Capital Management Reviews | Glassdoor Please upgrade today! DISCOVERY GLOBAL PRIVATE INVESTMENTS, LTD. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics. Brian completed numerous mergers & acquisitions and a number of successful merchant banking transactions while at Moelis & Company, including UELS and North American Partners in Anesthesia (NAPA). DISCOVERY CAPITAL MANAGEMENT, LLC :: Connecticut (US) :: OpenCorporates He has been married to his wife Elizabeth since 1990 and they have three children. 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. Tisha has worked in the Senior Living Sales and Marketing Industry for the past 15+ years in several different demographics. Hal is an experienced C-Suite executive and entrepreneur with a track record of building and operating both private and public companies. 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. in Finance. for DISCOVERY CAPITAL MANAGEMENT, LLC, Top 20 equal-weighted holdings. Jeff holds an MBA from Harvard Business School and a B.A. 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. He obtained his Bachelors degree in Health Care Administration from the University of South Florida with a focus in gerontology and psychology. 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. Prior to joining Moelis & Company, Brian was Global Head of Technology Investment Banking at UBS Investment Bank, where he oversaw UBS technology investment banking business on a global basis with a focus on the following sectors: software, communications, internet, semiconductors, business services, and outsourced manufacturing and distribution. 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. As the first-ever Division President of TerraBella Senior Living, Dave Adams is responsible for driving operational performance and strategic growth of the TerraBella brand. Prior to joining UBS, Avi worked as a research analyst at William ONeil + Co. Avi earned a B.A. 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). He later served as Vice President at Harbor Retirement Associates and Vice President of Hospitality for True Connection Communities. He has established the west coast brands and built offices for two middle market investment banking firms. Richard served as the Executive Director of The Trace for six years before being promoted to Regional Director of Operations with Discovery. Number of Exits 12. Log in Online Banking Register Home Bank Medical aid More Health Cover Life insurance Investments Car and home insurance Vitality Travel Governance and Leadership How we are governed John began his investment banking career with Donaldson, Lufkin & Jenrette (DLJ), and remained with DLJ until its sale to Credit Suisse in 2000. Frank holds an MBA from the Fuqua School of Business at Duke University and a BS degree in Economics from Villanova University. Ms. Thies is a co-founder and Vice President of Guardians of Florida Animal Rescue, a non-profit animal rescue organization. . 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. His career started in paper sales before moving to the construction industry where he implemented cost accounting and estimating systems. 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. Joseph has been married for 27 years to his wife, Vanessa, and they have 3 children. In 1994 he relocated to Tampa, Florida, where he went to work for Price Waterhouse providing research and analysis to the firms management. 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%. 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). Popular Searches Quarterly NAV and investment commentary - coming soon. Discovery Capital Management, LLC - Rob Citrone - TipRanks 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. Discovery Capital Management employs 67 employees. Our flat senior management structure is specially designed to prioritize connectivity with the communities, and is a foundational aspect of our organization. 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. The company operates under an Investment Advisor (Unrestricted) License issued by the Financial Services Commission Republic of Mauritius - License No. Application. Prior to UBS, Jeff worked in Leveraged Finance at Morgan Stanley and Salomon Brothers. Heidi is a proud volunteer and contributor to multiple charitable and healthcare organizations. Subscribe to WhaleWisdom to view all filing data Tisha began her career as a Sales Director, promoted to a Selling Specialist Role and promoted to Regional Sales Director roles. Discovery Capital Management, LLC has not filed any forms with the SEC apart from initial company registration. 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. Richard is a veteran of the armed forces and as a Sergeant in the United States Air Force he received the Air Force Meritorious Service Medal for his work as an F-15 Crew Chief. The companies have been recognized for their exceptionalism and ingenuity and have received accolades and awards from numerous national organizations. DISCOVERY SPECIAL OPPORTUNITIES IV MASTER FUND, LTD. 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. Prior to attending HBS, he graduated Magna Cum Laude with a Bachelor of Arts Degree from the University of Utah in 1989. At YapStone, Mike was most recently General Manager (GM) of YapStone's vertical business operations. Launched in 1994, Deerfield Management Company is an investment firm dedicated to advancing healthcare through information, investment, and philanthropyall toward the end goal of cures for disease, improved quality of life, and reduced cost of care. . 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. Discovery Capital Management LLC | LinkedIn Prior to YapStone, Mike worked for twelve years as an investment banker with UBS and DLJ. While at Pace, she was a member of Alpha Chi Honor Society. 39 2015. [1]: to see more advanced email alert options such as selecting any type of 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 . We have assembled a leadership team with deep Mexico experience. Discovery Capital Management Corp - Company Profile and News ? Laurents investment approach has always been very entrepreneurial and focused on building relationships with the management in order to assist in building growth and value over the long term. He also provides leadership support for Discoverys operational divisions; Morada and TerraBella. He holds a B.S. Other relevant experience includes work at Price Waterhouse in the Corporate Finance and Recovery Group. 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. In addition to his operating experience, Hal has over 30 years of experience in capital markets transactions, M&A and restructuring. 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. Commercial (Office, Industrial/Logistics, Retail and Self-Storage), Commercial Mortgages and now Senior Living. The company provides its services in pooled investment vehicles. Trend Discovery Capital Management appeared to be the VC, which was created in 2011. Cindy proudly resides in Tampas beautiful Westchase community with her husband, John, and several four-legged family members. He developed a multitude of sales best practices and customer-focused programs, while designing and delivering sales education and leadership development programs. . Greg has an MBA in Finance from UCLA and graduated with a Bachelor of Arts degree in Economics from Stanford University. He and his wife Virginie now reside in Los Angeles with their three children. Discovery Capital Company Profile | Management and Employees List Executive & Leadership Coach and Trainer.<br>I partner with my clients to help them deal with their most challenging situations.<br><br>Expert in cultural transformation, change, and leadership.<br><br>Executive coaching supports the improvement, preparation, and integration of the skills you are working so hard to get.<br>If you value your time and want faster results than working on your own . He led the finance & accounting and corporate development functions, and also oversaw business development, legal, human resources, and operations.