discovery capital management team

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. ? Lou graduated from Towson University with a Bachelor of Science in Business Administration and earned his M.B.A. from Loyola University of Maryland. Investment Advisor He began his senior housing industry career in 2001 with Brookdale Senior Living. Hughes holds a Bachelor of Science Degree from Albion College (1994) and a Masters from Western Michigan University (1996). She was appointed President in October 2012 and in this role she chairs a team that leads the strategic initiatives at the firm. Christian has worked in the Senior Living Industry for the past 20+ years in sales and business development. 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,. 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 is also a board observer for The Intersect Group and a fund advisor to the Semcap Food and Nutrition Fund. View source version on businesswire.com: https://www . The venture was found in North America in United States. As of December 2021, the firm manages more than $13 billion in assets. Hedge Fund He enjoys playing golf, skiing and snowboarding, and spending time at Southern California beaches. We provide M&A, capital raising and restructuring advisory services to leading private and public companies. He and his wife, Beth, have been married for over 20 years and have three children. Discovery Capital Management, Llc Ct 13F-HR Manager Holdings February 2023 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). 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. Richard has more than 25 years of healthcare administration experience working in acute care, community-based, and senior living settings. He merged his company Urbis Development with Herpain to form Herpain Urbis. I am tech-savvy and fascinated to learn . 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. 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. 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. Kevin played Division One basketball at Texas State University. in Finance. Peter has spent over 35 years in the investment business, including work in growth equity, leveraged buyouts, turnarounds and recapitalizations. 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. In addition to his senior living career, Joseph has served on the board of multiple professional associationsFlorida Assisted Living Association, Florida Health Care Association and Florida Senior Living Association. Mr. Pompan previously held the position of Director of Investment Banking at Harris Nesbitt Gerard (formerly Gerard Klauer Mattison) and at ING Barings. This "Tiger Cub" hedge funder owns nearly 10% of Compass Stephanie Ercegovic | about.me Peter earned his BA from the University of Pennsylvania in 1986 and an MBA from the University of Southern California in 1994. 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. In addition to providing capital for growth and/or founder liquidity, we tap into our deep industry experience, operational know-how and an extensive network of professional relationships to help our partner firms maximize value and ultimately realize a successful exit outcome for themselves, their shareholders and their employees. Tonys experience also includes 8 years as an investment banker at Trinity Capital (4 years) and Barrington Associates (4 years), specializing in sell-side M&A and capital raising for lower middle market companies located primarily in Southern California. Kevin is a licensed CPA and received a B.S. Frank and his wife Vikki have been married since 1992 and have three children. 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. 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. Mr. Costello managed the cash flows and cost reporting for the last four projects Aston developed. 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. While at Wireless Capital, he was involved with the Companys sale to Melody Capital Partners, its acquisition of CCGs ground lease portfolio and the $150mm securitization of its ground leases portfolio. Accomplished sales leader with quarter of a century's worth of management experience in the Life Science, Drug Discovery and histopathology Laboratory Instruments industries. 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 a broad range of industry expertise, particularly in business and consumer services, healthcare services, technology, communications, technology, and digital media.Prior to becoming a partner at American Discovery Capital, Bruce Pompan was the founder of Clear Capital Advisors, a leading M&A advisory serving the middle market for over a decade. Pompan received his M.B.A. from New York University, Graduate School of Business Administration (Stern School of Business) and earned his B.A. Prior to Duff & Phelps, Greg was a senior vice president with Houlihan Lokey. Paul was responsible for Client Accounting for 2 large, sophisticated investment firms, delivering timely and accurate financial reporting for 9 Funds, for Lease Accounting, ensuring Resident Ledger integrity throughout the Lease lifecycle, and for its Corporate Accounting and Budgeting and Forecasting. Ms. Thies graduated Cum Laude from Pace University, Lubin School of Business and holds a B.B.A. Most recently, Jason worked at Los Angeles based CloudKitchens, where he partnered with Sales and Product teams to scale Software Sales teams globally and streamline Software Product for Food Delivery during the Covid Pandemic. About the team: Paytm Payments Bank is India's mobile-first bank with zero balance-zero digital transaction charge accounts. Peter began his career as an analyst in the Merrill Lynch Capital Markets Group. Phone Number 604 662 3457. He holds a B.S. It was co-founded in 1999 by Robert Citrone, and employs [when?] Kevin Cohn has 25 years of successful executive, operational and finance experience leading private and public companies in the technology and business services sectors. Discovery Capital Management - CB Insights Discovery Capital Management Review | SmartAsset.com Discovery Bank Management Team | Org Chart - RocketReach or to simply have an email sent to you whenever we receive a new From 2001 to 2006, Kevin was the Vice President, Finance for BindView Development, a Nasdaq listed global IT security software provider that was successfully sold to Symantec in 2006 for $209 million. 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. Easy Interview. At Deloitte, he provided financial and operational restructuring advisory services to troubled middle-market companies, and his transaction experience included both out-of-court and in-court reorganizations. 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. 83 people. Mr. Jensen has been Managing Partner of Jensen Capital Partners since 1996 and joined ADC in 2020 as a Senior Advisor. Rob Citrone's $2.4 billion . . He graduated Summa Cum Laude from St. Leo College earning a Bachelors Degree in Accounting and is a former Certified Public Accountant. She participated with the RafiKi Collaborative in Kenya as an Educator/Evaluator for an HIV/AIDS capacity building workshop. PDF Our leadership - Discovery C112011393. As founders ourselves, we are personally aligned with the success of our clients and portfolio companies. Glassdoor has 3 Discovery Capital Management reviews submitted anonymously by Discovery Capital Management employees. Discovery Capital from University of Texas Law School and a B.S. Mr. Costello is the Chief Financial Officer for Discovery Senior Living. 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. Whalewisdom has at least 68 13F filings, 7 13D filings, and 49 13G filings. 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. Prior to UBS, Jeff worked in Leveraged Finance at Morgan Stanley and Salomon Brothers. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Outside of work, Cindy enjoys spending time outdoors, enjoying the pool and walking the neighborhood with their 11-year-old Chihuahua, Gizmo. Since joining the company in 2019, he is focused on attracting leaders and building the culture that will satisfy our residents, inspire our team members, and ensure maximum value for our capital partners. Edward Eason MANAGING DIRECTOR During this period, he led senior loan, high yield, and mezzanine financing transactions for emerging companies, primarily in the TMT sectors. Startup Support | Office of the Vice President for Research 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. 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. Tisha also enjoys gardening, traveling, yoga and pilates. GOTTFRIED Ernst is an established operations executive with 20+ years of experience within the hospitality and senior living industries. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics (NASDAQ: ITOS). 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. 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. Cristina Azinhal - Corporate Trainer & Coach - Aptar | LinkedIn 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. She is a graduate of Argentums inaugural LEAD Program, a Certified Direct Marketing Professional, and multiple national award winner for outstanding media and specialized print publications. 2023 2024 2025; Revenue: 9,272 9,575 10,279 Dividend: 0.00 0.00 0.00 Dividend Yield (in %) - - - EPS The company provides its services in pooled investment vehicles. He also built the companys first Virtual Design & Construction Team. 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. His extensive experience over 26 years in various operational roles has prepared him well for the RVP role at Discovery. 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). Our Team - mainstaycapital.com Before shifting his career focus to Real Estate as Vice President Controller of publicly-traded Multifamily REIT Summit Properties (acquired by Camden Property Trust NYSE: CPT), Paul began his career with PricewaterhouseCoopers and then moved to the semiconductor industry in Controllership and FP&A roles with Photronics, growing revenues from $30 million to >$400 million to become the worlds 3rd largest Photomask manufacturer. 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. The companies have been recognized for their exceptionalism and ingenuity and have received accolades and awards from numerous national organizations. September 20th, 2022 - Hedge Fund Analysis Hedge Funds News, July 13th, 2022 - Hedge Funds Insider Trading, December 9th, 2021 - Hedge Funds Insider Trading, April 2nd, 2021 - Hedge Funds Insider Trading, February 5th, 2020 - Hedge Funds Insider Trading, October 28th, 2019 - Hedge Funds Insider Trading. GreenSlate Receives Strategic Growth Investment from Francisco Partners, Boathouse Capital Completes Growth Investment in Glamsquad. 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. At DLJ, Brian co-founded the firms technology group and worked on a number of significant IPOs, high-yield, merger & acquisition and merchant banking transactions primarily in the technology sector. She is registered with FINRA as a General Securities Representative (Series 7, 79 and 63) and a General Securities Principal (Series 24). Discap is part of the Internet Service Providers, Website Hosting & Internet-related Services industry, and located in France. About Robert Citrone A so-called Tiger Cub who worked for famed hedge fund manager Julian Robertson, Citrone founded Discovery Capital Management in 1999. Rob Citrone once worked as a portfolio manager at Fidelity Investments and Tiger Management before founding Discovery Capital. DISCOVERY GLOBAL CITIZENS MASTER FUND, LTD. 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. Discovery Capital Management employs 67 employees. 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. Adam is a founder and Managing Director of Discovery Capital Partners and specialises in strategic corporate advice including mergers and acquisitions, public listings and equity funding to private and public companies. 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. 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. Todd holds an A.B. Before Salomon Brothers, Jeff worked with Deloitte & Touche as a Manager in their Restructuring Group. Jason graduated with honors from the Paul Merage School of Business at the University of California, Irvine. 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. She enjoys traveling, spending time with family in the Midwest and Rocky Mountains, downhill skiing and outdoor activities. It was co-founded in 1999 by Robert Citrone, and employs[when?] Todd joined American Discovery Capital in September 2017, where he is a Partner. 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. 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). Ben is an Analyst at American Discovery Capital. With over 20 years as an ambitious and highly-strategic marketing professional with an entrepreneurial spirit, Cassandra has applied her creativity and innovative marketing skills across several industries with a focus on real estate technology and most recently health care. Learn More BC Discovery Fund (VCC) Inc. 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. Each brings poise, passion and intensity, and together, they nurture and uphold a culture of innovation, accountability and high performance. Early on in her career, Cassandra was recognized by Gulf Shore Business Magazine as one of Southwest Floridas 40 under 40 top Professionals for starting her own successful digital marketing agency at just 23 years old. Lous leadership lead the sales department to full occupancy recovery; reached in June 2021 from February 2020 pre-pandemic levels; a feat very few senior living operators were able to achieve within that timing. 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. An experienced corporate strategist and implementer, Heidi has been developing marketing, sales and creative strategies for highly matrixed healthcare, real estate, tech enterprises and nonprofit organizations for over twenty years. He is directly responsible for sales strategies and leadership across both Discoverys National Brands and Regional Brands, which operate throughout the United States. He received his Bachelors of Science in Management with a concentration in Human Resources from the University of New Orleans where he was a Board Member of Alpha Theta Epsilon Honor Society and was elected to the Student Government Association as a member of the House of Representatives. Discovery Capital Management Sends Letter to Spirit Airlines - Yahoo! In addition to his operating experience, Hal has over 30 years of experience in capital markets transactions, M&A and restructuring. 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 also holds an MBA from the University of Chicagos Booth School of Business. John began his investment banking career with Donaldson, Lufkin & Jenrette (DLJ), and remained with DLJ until its sale to Credit Suisse in 2000. We invest in leading founder/family-owned and other closely-held businesses operating in the Software & Services sectors. Many of our senior professionals have been colleagues for a decade or more, demonstrating the cohesiveness that is central to our partnership approach. Laurent went to the Solvay Business School at the University of Brussels, Belgium. 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. Trevor is a Junior Analyst at American Discovery Capital. Hal is an experienced C-Suite executive and entrepreneur with a track record of building and operating both private and public companies. He served as an advisory board member of the National Research Council IRAP program. It launches and manages hedge funds for its clients. dedicated management team has developed and operated more than 30 luxury communities worldwide spanning almost three decades . She and her husband, Jeff, have been married for 19 years and have two children. 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. At Trinity Capital, Tony served simultaneously as an SVP investment banker as well as the CFO, CCO and FinOp and held Series 7, 24, 28 and 63 licenses. in Business Administration with concentrations in Finance and Economics. 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. Peter holds a J.D. 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. The Discovery Capital Management management team includes Charly Cui (Global Macro Pm), Alex Leung (Head Of Operations), and Alexei Druzhinin (Senior Trader). A sample of past director positions include: ExtruMed, Energy Solutions and Sirius Solutions. His current corporate board of director positions include: Critical Alert Systems (Chairman) and VCC Optoelectronics. He, his wife Sheila, and son Tyler, and live in Altadena, California. The couple also have a daughter, Mackenzie, who recently graduated with honors from the University of Florida. In this article, we examined billionaire Rob Citrone's portfolio management strategy and approach to investing in stocks. 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. DISCOVERY SPECIAL OPPORTUNITIES II MASTER, LP. 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. Discovery Capital Company Profile | Management and Employees List View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Discovery Capital Management, LLC. Before joining the Discovery team, Dave was a Senior Vice President of Operations Support for CA Ventures Senior Living division. 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. Awardee (The Outstanding Professional in Sales by the Sales & Marketing Executives International). Discovery Capital Management is an American hedge fund, with a focus on emerging markets. Consistently develop, execute and manage successful selling strategies to increase product sales, market share and profitability. Discovery Capital Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2022. 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. in Marketing with a minor in Advertising and Promotion. Bill connects with the larger senior living industry through his work with the American Seniors Housing Association (ASHA) and Argentum. He has established the west coast brands and built offices for two middle market investment banking firms. 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. Company | Discovery Land Company 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? During Todds tenure at Materia, the company grew revenue six-fold. Billionaire Robert Citrone's Hedge Funds Hammered In March - Forbes The company was established in 1986 and is located in Port Coquitlam, British Columbia. Rob is one of the longest standing managers in the space and the largest investor in his fund. 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. 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. In that role, he led in the planning, from-scratch development and ultimate execution of Anthology Senior Living, the companys Senior Living Property Management company, taking the startup from initial concept to full operations and managing more than $950 million in assets across 11 states within the first two years. Use the CB Insights Platform to explore Discovery Capital Management's full profile. Manage team of twenty with responsibility for financial and business operations functions for Corporate Technology, including monthly close, financial/capital budgeting and forecasting, service .