Mature Portfolio Learn More 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. 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. In this article, we discuss the 5 best dividend stocks to buy according to Tiger Cub Rob Citrone. We provide M&A, capital raising and restructuring advisory services to leading private and public companies. 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. During his tenure at ADC, he and has advised numerous clients, across a broad range of industries, through mergers and acquisitions, debt and equity capital raises, and financial restructurings. In addition, Hal has served on the boards of a number of private companies, trade associations and non-profits. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. from Harvard University. 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). Request a demo. 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. Its investors include Softbank, Ant Financial, AGH Holdings, SAIF Partners, Berkshire Hathaway, T Rowe Price and Discovery Capital. Ryan is an Associate at American Discovery Capital. He is actively involved in the following associations: Executive Board Member of the American Seniors Housing Association; Chairman of The Seniors Housing Political Action Committee; Member of the American Seniors Housing Association Strategic Planning Committee; The Florida Council of 100; Endicott College Board of Trustees, Chairman of the Academic Affair Committee, Member of the Compensation Committee; Chair of the Hutchinson Family Sports Foundation and a Member of the ALOIS Society of the Alzheimers Association. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Never one to waste a moment of precious family time, she thoroughly enjoys exploring the country with her troupe, indulging in exotic dishes and making memories at every opportunity. 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. After leaving her home state of New York and moving to Florida, Ms. Thies entered seniors housing. It provides investments in public equity and fixed income markets across the globe. Robert Citrone's flagship Discover Global Opportunity Partners fund returned 27.5% in 2013. I analyze and optimize business processes and I have the natural ability to summarize complex business requirements into a language that everyone understands. 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 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. The couple also have a daughter, Mackenzie, who recently graduated with honors from the University of Florida. Prior to RBC Capital Markets, Jeff was a Managing Director in UBS Leveraged Finance and Restructuring Groups. As of December 2021, the firm manages more than $13 billion in assets. 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. Legal Name Discovery Capital Management Corporation. 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. Use the CB Insights Platform to explore Discovery Capital Management's full profile. Rob Citrone received a business degree from the Darden School at the University of Virginia. We strive to make working with ADC collaborative, positive and enjoyable. Rob Citrones Discovery Capital Management is a Connecticut-based hedge fund that was co-founded by the billionaire Tiger Cub in 1999. 39 2015. Discovery Capital Management / $10.9 billion Location: South Norwalk, CT Founded: 1999 2016 Hedge Fund 100 Rank: No. Mr. Costello graduated from Bentley College with a Bachelor of Science in Finance and was a member of the Phi Theta Kappa National Honor Fraternity. Other relevant experience includes work at Price Waterhouse in the Corporate Finance and Recovery Group. . In this article, we examine billionaire Rob Citrone's portfolio management strategy and approach to investing in stocks. Discovery Capital Management (DCM) is a Connecticut-based hedge fund manager established in August 1999 by Robert Citrone and Harry Krensky. Ryan began his career as a financial analyst at PennyMac Financial Services, a publicly traded residential mortgage company. Mr. McEwen holds a B.Comm. 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. Herpain Urbis added retail investments and construction to its development business. Only includes UK, France, Germany, Japan, and HKEX are presently being processed. in Finance. You can help Wikipedia by expanding it. He is directly responsible for sales strategies and leadership across both Discoverys National Brands and Regional Brands, which operate throughout the United States. 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. Firm Details for DISCOVERY CAPITAL MANAGEMENT, LLC, Location: Connecticut, AUM = 3746445165.00, Last Form ADV Filed : 20-October-2022, Officers: ERCEGOVIC, STEPHANIE . SOUTH NORWALK, CT Ryan earned a B.S. He and his wife, Beth, have been married for over 20 years and have three children. [1] Discovery Capital Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2022. Philosophy:Choose Your Attitude, Be There, Make Their Dayand Play! As Chief Operating Officer for Discovery Senior Living, Bill leads the corporate and regional teams who deliver the service, care, and enriching experiences that make up resident life in any of Discoverys brands. The company began to experience strong organic revenue and EBITDA growth in a down market. Wealth Management Team. A sample of past director positions include: ExtruMed, Energy Solutions and Sirius Solutions. Rob is one of the longest standing managers in the space and the largest investor in his fund. In this role, he was responsible for development and implementation of strategic initiatives, portfolio valuation, risk management and investor reporting. Hughes holds a Bachelor of Science Degree from Albion College (1994) and a Masters from Western Michigan University (1996). We also review billionaire Rob Citrone's top 10 stock picks. Now residing in Florida, she is a proud mother of three children, Hutch, Deegan and Havi. 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. See the Top Performing Hedge-Funds > Rob Citrone . Positive Experience. Ryan is a Associate at American Discovery Capital. Tony holds an MBA from the Stanford Graduate School of Management and a BA degree, cum laude, in Business Economics from UCLA. 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. Prior to ADC, Todd was CFO and VP, Strategy and Finance at Materia, Inc., an advanced materials and catalyst company in Pasadena, CA serving the energy, chemical processing, pharmaceutical, andbio-refinery sectors. . 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%. He received his MBA from South Eastern State University. Donna Boniello is an accomplished design expert with more than 25 years experience in residential kitchens and baths, multifamily communities and amenities, and project management service to large-scale and custom home builders. Lou Maranto is the Senior Vice President of Sales for Discovery Senior Living and its affiliated brands. In his current role as General Counsel, he manages legal and regulatory issues, licensing, employment and contract law, corporate compliance and other, key responsibilities for the Discovery Senior Living organization and its multi-brand portfolio of current and upcoming communities. Jeff holds an MBA from Harvard Business School and a B.A. Highly visible and accessible, our company (and community) leaders maintain open-door policies, and promote autonomy and the continued pursuit of excellence and innovation. He, his wife Sheila, and son Tyler, and live in Altadena, California. As founders ourselves, we are personally aligned with the success of our clients and portfolio companies. Rob Citrone's $2.4 billion . Mainstay was recognized by Investment News as a . Discovery Capital Management employs 67 employees. 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 . Paul has 20 years of Real Estate finance, accounting and operations experience, spanning most Real Estate sectors, including Residential (Multifamily and Single-Family Rental). During Todds tenure at Materia, the company grew revenue six-fold. UELS, acquired in July 2011 with an initial equity investment of $26.9 million, was sold to Norwest Equity Partners in August 2014. 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. 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. Discovery Capital Management's largest holding is Hertz Global Holdings Inc with shares held of 6,688,226. Management fees (p.a. He is the Founder and CEO of Teamtap, an EdTech startup that helps college students tap into the power of diverse teams by giving them the tools needed to supercharge project productivity.<br><br>Before founding Teamtap, Gustav was part . Awardee (The Outstanding Professional in Sales by the Sales & Marketing Executives International). Since then, Peter has been active with the University of the Pennsylvania in a variety of leadership roles. A proven track record of aligning sales initiatives to strategic execution. 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 . In his roles as part of the Investment Banking group at Piper Sandler, Ryan has assisted clients on ~$1 billion in M&A transactions and the issuance of over $1.5 billion of debt and equity capital. Steve began his career as an Analyst with American Discovery Capital in 2017 after working as an intern. 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. 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. 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. He graduated Summa Cum Laude from St. Leo College earning a Bachelors Degree in Accounting and is a former Certified Public Accountant. Naval Academy, Hilary served as a logistician both on active and reserve duty before retiring as a Commander. 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. 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. Trend Discovery Capital Management appeared to be the VC, which was created in 2011. 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. 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. She spent 14 years working for Marriott Senior Living Services as well as other, prominent senior living providers, and worked to open state-of-the-art Assisted Living and Memory Care communities in Florida, Atlanta, Louisiana and Texas. 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. He also was awarded a Post-Baccalaureate Certification in Instructional Systems Development. He merged his company Urbis Development with Herpain to form Herpain Urbis. 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. Mr. Cesar received his law degree and M.B.A. from Marquette University, graduating with several honors. Please upgrade today! Discovery Capital Management, LLC has not filed any forms with the SEC apart from initial company registration. 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. Innate . Application. Citrone, likeDavid Tepper, owns a piece of Pittsburgh Steelers. in Accountancy from the University of Houston. Contact Email info@discoverycapital.com. DISCOVERY SPECIAL OPPORTUNITIES II MASTER, LP. Dave holds an MBA from Kellogg School of Management, Northwestern University, and a Bachelor of Science degree from the United States Air Force Academy. 11,718.12. 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. Frank holds an MBA from the Fuqua School of Business at Duke University and a BS degree in Economics from Villanova University. Read employee reviews and ratings on Glassdoor to decide if Discovery Capital Management is right for you. 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). We also reviewed 10 stocks billionaire Rob Citrone is selling. He has advised companies on numerous corporate finance transactions, including equity, debt, and M&A, and has broad experience across clean technology, tech-enabled business services, telecom, media & entertainment, healthcare, consumer, and industrials throughout North America, Europe, Asia, and Africa. Timothy Cesar is a prominent healthcare law specialist and popular presenter at national healthcare seminars. Lou graduated from Towson University with a Bachelor of Science in Business Administration and earned his M.B.A. from Loyola University of Maryland. Over the course of his career Hal has built a number of companies, the largest of which was a private company, Breitburn, that he co-founded and subsequently took public, which grew from $0 to over $1 billion of annual EBITDA under his leadership. She is a passionate artist, having painted several murals locally in addition to pottery. 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. 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. He received a B.B.A with emphases in Finance and Accounting. Steve received a JD from the University of San Diego and a BS from the University of Arizona (Eller College of Management). 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). ? Discovery Capital Management Corp - Company Profile and News - Bloomberg Markets Bloomberg Sign In Subscribe Live Now Bloomberg TV+ Bloomberg UK A weekly deep dive into the biggest economic,. from Yale University. He was instrumental in building ING Barings West Coast presence, facilitating over $2 billion in equity financings, recapitalizations and mergers and acquisitions.Mr. Tisha has extensive experience in multi-site sales management, training and development, growing sales teams and growing occupancy. She moved to Southwest Florida shortly thereafter in 1998. We started ADC in 2016 to return to these roots and share our knowledge, relationships and capital to help these businesses grow and succeed. He is also a board observer for The Intersect Group and a fund advisor to the Semcap Food and Nutrition Fund. 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. ? We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Prior to joining Moelis &Co., John spent ten years at UBS Investment Bank where he was a Managing Director and Global Head of Software Investment Banking, as well as the Head of the Los Angeles office. Peter previously was a Partner with the law firm Cochran, Rooke and Craft LLP, and was also Executive Vice President, Secretary, and a Director of Xpedior, Inc. Peter has served on 5 public boards and 4 boards of private equity portfolio companies. His career started in paper sales before moving to the construction industry where he implemented cost accounting and estimating systems. Prior to attending HBS, he graduated Magna Cum Laude with a Bachelor of Arts Degree from the University of Utah in 1989. 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.. Richard prides himself on his accessibility to residents, their families and the community on matters of senior care and advocacy. 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. 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. 83 people. Our expertise covers the entire continuum of resource discovery and development, mine-building, capital markets and business development. 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. Trevor graduated from Howard L. Hawks Business School at the University of Nebraska in 2021. The financial advisor has billions of dollars in assets under management (AUM). He earned a Master of Business Administration, with honors, from the University of Chicagos Booth School of Business. The agency targeted real estate brokerages and their agents and focused on marketing strategies for lead generation and management. 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. You can view more information on Discovery Capital Management including private fund info, contact info, top management and executives, website, email addresses, and more below: Discovery Capital Management, LLC. 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. 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? degree from the University of British Columbia. We invest in leading founder or family-owned and other closely-held businesses operating in the software and services sectors. 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. He later served as Vice President at Harbor Retirement Associates and Vice President of Hospitality for True Connection Communities. 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. Performance Ranked #132 out of 483 Hedge Fund Managers. Lisa Lacy has more than twenty years experience in human resources, with the majority specifically in the senior living industry. 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. In this article, we will take a look at the 10 stocks that billionaire Rob Citrone is buying. 2023 2024 2025; Revenue: 9,272 9,575 10,279 Dividend: 0.00 0.00 0.00 Dividend Yield (in %) - - - EPS Discovery Capital Management manages venture capital investments in British Columbia-based technology companies in the areas of information technology, communications, health & life sciences, and environmental & energy technologies. 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. Greg has an MBA in Finance from UCLA and graduated with a Bachelor of Arts degree in Economics from Stanford University. Many team members at Unicorn Nest are Ukrainians affected by Russian aggression. In 1993, Mr. Ammann joined Founders Asset Management LLC, in Denver, CO where he held the following positions until leaving the firm in 2004. He began his professional career by serving more than 9 years as an officer in the US Air Force Special Operations Command, leading multiple Special Tactic Teams (Combat Control/Pararescue) through numerous deployments throughout Southwest Asia, Europe and Northern Africa. Trevor is a Junior Analyst at American Discovery Capital. Fallen-star fund manager Neil Woodford has seemingly given up his attempt to return to the UK fund management market. Well-versed in strategic planning, leadership and financial analysis, and a graduate of the U.S. In the highly competitive Real Estate industry it is essential that the Real Estate professional doesnt just meet the needs of its Capital Partnersinstead they must Make Their Day and continuously improve. Esplin has more than 30 years of experience in the mining industry including over two decades of executive and senior management roles at . Retrieved May 1, 2017. The split unlocked tremendous value with the combined market cap increasing over 120% with an annualized IRR of over 22%. He also enjoys running, skiing, mountain biking, and basketball. Many of our senior professionals have been colleagues for a decade or more, demonstrating the cohesiveness that is central to our partnership approach.