Alt Turnover is calculated by taking either the total MV of new purchases or Company | Discovery Land Company 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. TEAM - RK Capital Management, LLC He also has extensive transactional corporate finance experience in public and private financings involving debt and equity. Discovery Capital Management's largest holding is Hertz Global Holdings Inc with shares held of 6,688,226. 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. Before joining Wireless Capital Partners, Avi was a Director in UBS Investment Banks Global Technology Group. 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. He has worked extensively with employee owned companies and led the sale of employee owned Rainbow Environmental Services to Republic Services. 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. Video by Haddad Fares (IG: finnwoodsx) Every creature, from the mighty predators that roam the lands to the humble barnacle anchored to a whale's back, plays an essential role in keeping our world wild. As founders ourselves, we are personally aligned with the success of our clients and portfolio companies. American Discovery Capital is an integrated, independent merchant banking firm based in Los Angeles, CA. He was named Vice Chairman and CFO of The First American Corporation (NYSE:FAF), a $7 billion financial services and data company, in March 2006. Prior to attending HBS, he graduated Magna Cum Laude with a Bachelor of Arts Degree from the University of Utah in 1989. in Finance. 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. Peter has spent over 35 years in the investment business, including work in growth equity, leveraged buyouts, turnarounds and recapitalizations. She is registered with FINRA as a General Securities Representative (Series 7, 79 and 63) and a General Securities Principal (Series 24). He was co-head of the firm's Private Equity Fund and initiatives for 14 years. 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. Ben graduated from the E. J. Ourso College of Business at Louisiana State University with a B.S. Discovery (@Discovery) / Twitter Discovery Capital has continued its successful track record in venture capital investment and fund management through the BC Discovery Fund. A proven track record of aligning sales initiatives to strategic execution. Jason graduated with honors from the Paul Merage School of Business at the University of California, Irvine. Alfred S Byington - Director, Program Manager Strategic - LinkedIn Peter started his career as a corporate attorney and clerked for the Honorable Federal District Judge George Cire of the Southern District of Texas. Firm Details for DISCOVERY CAPITAL MANAGEMENT, LLC, Location: Connecticut, AUM = 3746445165.00, Last Form ADV Filed : 20-October-2022, Officers: ERCEGOVIC, STEPHANIE . 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. Get our editors daily picks straight in your inbox! He and his wife, Virginie, have been married for 20 years and have three children. 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. Ms. Thies has a diverse marketing background ranging across a number of different industries, including banking, corporate products and consumer retail products. All text and design is copyright 2020 WhaleWisdom.com. He has also served his local community by providing individuals with personal financial management training and coaching. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 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. 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. Hedge Fund These are a mix of hedge funds and private equity funds. Our flat senior management structure is specially designed to prioritize connectivity with the communities, and is a foundational aspect of our organization. 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. Project Discovery Phase - 6 Key Steps to Follow in 2023 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. As previously announced, Discovery President and CEO David Zaslav will lead WBD with a best-in-class management team and operational and creative leadership from both companies. There, he was responsible for the creation of a legal department and risk management best practice programs, all while managing the companys litigation and claims. He has also taught both undergraduate and graduate courses in negotiation at Marquette University School of Management. Discovery Senior Living has assembled an Executive Leadership team with more than 100 years of collective experience in the seniors housing industry. We started ADC in 2016 to return to these roots and share our knowledge, relationships and capital to help these businesses grow and succeed. She was appointed President in October 2012 and in this role she chairs a team that leads the strategic initiatives at the firm. Laurent sold his shares in the group after moving to the USA in 2011. 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. Discovery Capital Management is an American hedge fund, with a focus on emerging markets. Rob Citrone is an American hedge fund manager who in 1999 co-founded Discovery Capital Management, a hedge fund that focuses its investments on emerging markets and has a Q3 13F portfolio worth $1 . 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. He is a Certified Public Accountant (inactive) and is registered with FINRA as a General Securities Representative (Series 7 and 63) and a General Securities Principal (Series 24).Mr. Application. 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. 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. 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. email address below and choose 'Submit'. 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. Get Contact Info for All Departments. 228 Followers. Prior to RBC Capital Markets, Jeff was a Managing Director in UBS Leveraged Finance and Restructuring Groups. . [1] Discovery Capital Managers Ltd During Kevins tenure, Metamor executed over 60 acquisitions globally with aggregate transaction values in excess of $1 billion, raised $190 million through the IPO of 20 percent of its wholly-owned subsidiary Xpedior, divested three business units for $685 million and completed three financing transactions raising over $700 million. The firm only manages funds, with institutional investors having the ability to invest in them. He is also a board observer for The Intersect Group and a fund advisor to the Semcap Food and Nutrition Fund. Now with Discovery Senior Living, her scope includes the full conceptualization and execution of new construction and large-scale renovation projects throughout Discovery-owned communities across the country. 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. Erin Miller brings over 20 years of experienced leadership in the senior living industry to her role as Regional Vice President, Portfolio Manager. Prior to joining Wedbush, Peter was a Managing Director of Alvin V. Shoemaker Investments, Inc. where he managed a family office and multiple investments. Christian has worked in the Senior Living Industry for the past 20+ years in sales and business development. 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. Innate . He served as an advisory board member of the National Research Council IRAP program. She also led a portfolio of multi-family assets in the Mid-Atlantic from pre-construction through disposition. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Rob is one of the longest standing managers in the space and the largest investor in his fund. Discovery Capital Partners - Independent, objective and intelligent 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 . Peter has served in various executive capacities at four publicly traded companies and has represented I.T./business services and staffing companies in the private practice of law. 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. Mature Portfolio Learn More Adam's career has been entrenched in the natural resources sector where he has worked for Tier-1 mining firms and in . Mature Portfolio Learn More Paul has 20 years of Real Estate finance, accounting and operations experience, spanning most Real Estate sectors, including Residential (Multifamily and Single-Family Rental). Most recently, Peter was a Managing Director at Wedbush Capital Partners. Each brings poise, passion and intensity, and together, they nurture and uphold a culture of innovation, accountability and high performance. Discovery Capital Management Reviews | Glassdoor Discovery Capital - Crunchbase Investor Profile & Investments DISCOVERY CAPITAL MANAGEMENT, LLC Top 13F Holdings - WhaleWisdom.com We invest in leading founder or family-owned and other closely-held businesses operating in the software and services sectors. 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. She participated with the RafiKi Collaborative in Kenya as an Educator/Evaluator for an HIV/AIDS capacity building workshop. In 2011, Frank assumed the additional role of Executive Chairman at DataQuick, the companys provider of U.S. property data and analytics. When completed, an email will be sent to the email address you specify 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 He is passionate about building financial models for complex investment scenarios where liquidity has been difficult to secure and intermediate to long term values can be realized; finding deep value situations with huge market potential; and proposing realistic funding opportunities to institutional investment partners. Frank was named CEO of the Information Solutions Group (now called CoreLogic) in January 2008. Use the CB Insights Platform to explore Discovery Capital Management's full profile. Prior to UBS, Jeff worked in Leveraged Finance at Morgan Stanley and Salomon Brothers. 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. Prior to joining Discovery Capital, Mr. Cook had over 10 years of investment banking experience in advising public and private companies. Their inclusion within the team depends on the kind of project and expertise they bring to the table. 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 was also instrumental in the design, creation and implementation of an in-house Sales Contact Center, which launched in 2021. 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. 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. He developed a multitude of sales best practices and customer-focused programs, while designing and delivering sales education and leadership development programs. Investor Type Venture Capital. PDF Our leadership - Discovery 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. He is directly responsible for sales strategies and leadership across both Discoverys National Brands and Regional Brands, which operate throughout the United States. Robert Citrone - Forbes We do our best to solve any issues and answer your questions in the shortest possible time frames but some delays are . He previously held the position of Senior Vice President of Finance, Accounting and Information Technology and managed the treasury and IT operations for over a decade. It was co-founded in 1999 by Robert Citrone, and employs [when?] ? Rob Citrones Discovery Capital Management, founded in 1999, is one of theTiger Cubhedge funds. to see more advanced email alert options such as selecting any type of He also lead the firms coverage of financial sponsors and private equity firms focused on the Enterprise Software sector. Consistently develop, execute and manage successful selling strategies to increase product sales, market share and profitability. Prior to joining American Discovery Capital, Susan was a Director at Clear Capital Advisors, a leading M&A advisory firm serving the middle market for over a decade. Prior to YapStone, Mike worked for twelve years as an investment banker with UBS and DLJ. Jason studied at the NYU Stern School of Business and the Ross School of Business at the University of Michigan, where he graduated with Distinction and earned a Bachelor of Business Administration in Finance and Accounting. Whalewisdom has at least 68 13F filings, 7 13D filings, and 49 13G filings. You are limited to the prior 8 quarters of 13F filings. 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. Before Salomon Brothers, Jeff worked with Deloitte & Touche as a Manager in their Restructuring Group. 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). 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. TEAM - Wolf Hill Capital Tisha also enjoys gardening, traveling, yoga and pilates. 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? 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%. 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. 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. Most recently at Healthpeak Properties, Hilary oversaw a variety of SHOP and NNN relationships, including one with Discovery Senior Living. We also review billionaire Rob Citrone's top 10 stock picks. The company operates under an Investment Advisor (Unrestricted) License issued by the Financial Services Commission Republic of Mauritius - License No. DISCOVERY CAPITAL MANAGERS LTD is an Independent Boutique Asset Management and Investment Advisory Firm based in Mauritius. All rights reserved.|Privacy Policy, Previously, Laurent managed private equity investments in Europe, Asia and USA. After having grown up in Janesville, WI, Cassandra received her Bachelor of Science degree in Psychology at The Ohio State University. 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. Anthony (Tony) Shepherd serves as the CFO of American Discoverys private equity fund entities as well as the broker-dealer, American Discovery Advisors. 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). Ryan is a Associate at American Discovery Capital. 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. He led a process of integrating business units, fostering collaboration across units and developing a cohesive go-to-market strategy as One Company. He obtained his Bachelors degree in Health Care Administration from the University of South Florida with a focus in gerontology and psychology. Discovery Capital Management LLC Company Profile | Norwalk, CT We have assembled a leadership team with deep Mexico experience. the MV of securities sold, whichever is less, 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.. He was most recently the Global Co-Head of the Renewable & Environmental Finance Group at Standard Chartered Bank, coordinating the banks clean technology efforts in Asia, the Middle East, and Africa. Ben is an Analyst at American Discovery Capital. Citrone's Discovery Capital Gained 4% in January on Market's Value Move DISCOVERY GLOBAL OPPORTUNITY PARTNERS, LP. Awardee (The Outstanding Professional in Sales by the Sales & Marketing Executives International). Brian graduated with an MBA from Harvard Business School (HBS) in 1993. Since then, Peter has been active with the University of the Pennsylvania in a variety of leadership roles. He holds a B.S. 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. Ryan earned a B.S. He also managed the companys inter-disciplinary design and construction department. for Q4 2022: commodity pool operator or commodity trading advisor, Percentage of assets under management,Performance-based fees, DISCOVERY CAPITAL MANAGEMENT HOLDING CO., LP, LIMITED PARTNER DISCOVERY CAPITAL MANAGEMENT HOLDING CO., LP, MANAGING MEMBER DISCOVERY CAPITAL MANAGEMENT HOLDING CO. GP, LLC, DISCOVERY CAPITAL MANAGEMENT HOLDING CO. GP, LLC, GENERAL PARTNER DISCOVERY CAPITAL MANAGEMENT HOLDING CO., LP, Master Fund 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. Well-versed in strategic planning, leadership and financial analysis, and a graduate of the U.S. Discovery Capital Management Review | SmartAsset.com Manage team of twenty with responsibility for financial and business operations functions for Corporate Technology, including monthly close, financial/capital budgeting and forecasting, service . 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. She also served as a Peer Mentor for DePaul University: International Students and as a volunteer leader for Ready, Set, Ride providing equine therapy for special needs children. Activist shop Engaged Capital is raising money for a special-purpose vehicle that would aid its quest to take over a publicly traded nutrition and weight-loss company. 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. That work led him to Chicago and a consulting position with Ernst & Youngs real estate technology practice. In his current role, he leverages expert knowledge and prior experience to navigate critical operations challenges including technology and systems integrations, local, state and federal regulatory compliance, budgeting and forecasting and managing operating costs. 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. Under Hals leadership the Breitburn group grew from a startup with two California oil fields to two primary entities that employed over 1000 personnel and produced more than 60,000 barrels of oil equivalent per day (BOE/D) from more than 10,000 oil and gas wells across 13 states. Baron is an asset management firm focused on delivering growth equity investment solutions. Discovery Capital Management - Wikipedia Tisha resides in Virginia where she enjoys spending time with her husband, family, friends and four dogs. 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.