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 He began his senior housing industry career in 2001 with Brookdale Senior Living. Peter has a strong track record of backing successful entrepreneurs and working with them to make sure they have the necessary resources they need to succeed. IT Department. [1] Citrone's Discovery Capital Management is Compass' second-largest shareholder, with a 9.2 percent stake, according to Compass' S-1, filed this weekahead of its impending public offering. All text and design is copyright 2020 WhaleWisdom.com. 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. [2]: In 2022, she became Senior Vice President of Marketing and Product Development. You must have a subscription to view WhaleScore histories. 11150 Santa Monica Blvd.Suite 1425Los Angeles, CA 90025, American Discovery Advisors LLC is a member of FINRA/SIPC|Copyright 2023 American Discovery Advisors LLC. When completed, an email will be sent to the email address you specify Ryan began his career as a financial analyst at PennyMac Financial Services, a publicly traded residential mortgage company. DISCOVERY GLOBAL OPPORTUNITY MASTER FUND, LTD. 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. 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. 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 . degree from Stanford University. The Discovery Capital Management management team includes Charly Cui (Global Macro Pm), Alex Leung (Head Of Operations), and Alexei Druzhinin (Senior Trader). American Discovery Capital is an integrated, independent merchant banking firm based in Los Angeles, CA. Prior to Quanta Services, Peter served as Chairman of the Board, Chief Executive Officer and President at Metamor Worldwide, Inc., then an international, publicly traded IT consulting / staffing company. 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. Hes a multiple award winner best known for shaping the strategies, processes, and programs behind highly efficient and customer-focused communities. These solved many of the firms logistical problems. Their inclusion within the team depends on the kind of project and expertise they bring to the table. Mike holds a B.S. Laurent serves on the board of a number of private companies in the USA, and also serves on the board of Pacific Oak Strategic Opportunity REIT, a public non-traded REIT based in Los Angeles, California. Prior to American Discovery Capital, Avi was CFO of the Filo Group, a boutique wireless advisory firm where he was responsible for all aspects of the companys day-to-day financial operations as well as helping to develop new business strategies and initiatives. 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. Trend Discovery Capital Management appeared to be the VC, which was created in 2011. See the Top Performing Hedge-Funds > Rob Citrone . A relatively recent Florida transplant, she enjoys the active, outdoor lifestyle including health and fitness, yoga, the beach, and hosting friends and family. . In addition, Hal has served on the boards of a number of private companies, trade associations and non-profits. Greg has an MBA in Finance from UCLA and graduated with a Bachelor of Arts degree in Economics from Stanford University. DISCOVERY SPECIAL OPPORTUNITIES II MASTER, LP. Additionally, he holds an Associates in Risk Management designation. Peter spent a decade serving as a Trustee for Marlborough School in Los Angeles and is a pastTrustee for Kings Academy in Amman, Jordan. Prior to joining the Discovery organization, Akash served as Director of Development for Legacy Ventures, a role which saw him serve as project executive for multiple, large-scale builds under concurrent development. 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. Discovery Capital 2015 | Vancouver Web Design by, a commitment to value creation to drive profitable exit strategies, an extensive network of investment and industry contacts, a long standing presence in the BC technology community. 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. She is registered with FINRA as a General Securities Representative (Series 7, 79 and 63) and a General Securities Principal (Series 24). To instill this drive in his team, beginning with his teams at Nuveen and continuing today, Paul passionately embraces, lives and evangelizes the FISH! Her combined senior living, healthcare and real estate industry experience, and ability to leverage data-driven analysis and modern marketing technologies has empowered high-performance lead generation success and supported the continuing expansion of Discovery Senior Livings vast portfolio. 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. 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. DISCOVERY CAPITAL MANAGEMENT, LLC - Investment Adviser Firm Investment Adviser Public Disclosure Investment Adviser Search Investment Adviser Data Resources FORM ADV Registration/Reporting Status Part 2 Brochures View Form ADV By Section Accountant Surprise Examination Report Individual Firm at John has spent nearly 25 years as an investment banker and corporate finance consultant. MCP successor NexPhase Capital sold NAPA to American Securities in April 2016, realizing a 3.8x multiple and a 35% IRR on an initial equity check of $59 million. 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 . He also enjoys running, skiing, mountain biking, and basketball. Discovery Capital Management, LLC has not filed any forms with the SEC apart from initial company registration. 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. Mr. Cesar received his law degree and M.B.A. from Marquette University, graduating with several honors. Pompan received his M.B.A. from New York University, Graduate School of Business Administration (Stern School of Business) and earned his B.A. Discap is part of the Internet Service Providers, Website Hosting & Internet-related Services industry, and located in France. DISCOVERY GLOBAL PRIVATE INVESTMENTS, LTD. Discovery Capital is a venture capital firm specializing in early and growth stage investments. Discovery Senior Living has assembled an Executive Leadership team with more than 100 years of collective experience in the seniors housing industry. 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. He began his career at Warburg Paribas Becker, Drexel Burnham Lambert, and Bear, Stearns. divided by the total MV of the fund. His operating experience includes extensive merger & acquisition focus around strategy, contract negotiation, due diligence and integration. Legal Name Discovery Capital Management Corporation. Todd has over 25 years of experience as an investment banker, private equity investor, and as a senior operating executive. He has also taught both undergraduate and graduate courses in negotiation at Marquette University School of Management. is bringing you up close and personal with a fascinating species: the . Mr. Hutchinson is married with two sons and served in the U.S. Army from 1986 to 1994 including a tour during Desert Storm. Website: www.discoverycapital.com Employees (this site): Actual Employees (all sites): Actual Revenue: Modelled Year Started: Unlock full sales materials and reports Contacts Get in Touch with 1 Principals* and 20 Contacts Robert Citrone Member Contact 2 Contact 3 Contact 4 See All Contacts Dynamic search and list-building capabilities . . Prior to 1997, Kevin worked in various capacities in the audit practices of Ernst & Young and Arthur Andersen serving high growth clients in the technology, healthcare and business services sectors. 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). in Finance and an M.S. 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. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics. Discovery Capital Management gained 4% in January, becoming one of the few hedge funds to make money in a month of market turbulence. Discovery Capital Management is an American hedge fund, with a focus on emerging markets. He also holds an MBA from the University of Chicagos Booth School of Business. Get our editors daily picks straight in your inbox! From 2006 to 2011, Kevin was the Senior Vice President, CFO and Corporate Secretary of First Acceptance Corporation, an NYSE listed provider of insurance and related services with over $400 million in revenues, 1,400 employees and 400 locations throughout the U.S. 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. 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. View source version on businesswire.com: https://www . 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). Rob Citrones Discovery Capital Management is a Connecticut-based hedge fund that was co-founded by the billionaire Tiger Cub in 1999. Call directly or utilize our contact form below. He and his wife, Beth, have been married for over 20 years and have three children. Discovery Capital Management is a hedge fund company based in New York, NY. Discovery Capital Management, LLC is an investment firm providing advisory services for private funds and investors. He also managed the companys inter-disciplinary design and construction department. Rob is one of the longest standing managers in the space and the largest investor in his fund. Before he began his investment banking career, John spent four years as a consultant with Coopers & Lybrand in Boston, London UK, and Chicago, and was licensed as a Certified Public Accountant. Mr. Costello brings a wide range of experience to Discovery beyond debits and credits. He is an established real estate development executive with more than 20 years of experience directing from prospect to building closeout and activation a wide range of commercial, mixed-use and hospitality projects on behalf of prominent development groups. 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. 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. Most recently, he was a Partner at Moelis & Company and focused on clients in the technology and business services sector. 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. 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. Additionally, Mr. Costello has worked as a consultant with companies such as the New York Times, Inc. to streamline efficiencies in finance and accounting operations through rigorous workflow analysis and identifying and implementing best practices. Normally, the discovery team shall include the following: A project manager A UX/UI designer A technical expert/developer Project analyst 13F filing from DISCOVERY CAPITAL MANAGEMENT, LLC, enter your He also built the companys first Virtual Design & Construction Team. [1]: 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? Many team members at Unicorn Nest are Ukrainians affected by Russian aggression. He also was awarded a Post-Baccalaureate Certification in Instructional Systems Development. Prior to Materia, Todd was a senior investment banker at leading global firms in London, Hong Kong, and Los Angeles. She also led a portfolio of multi-family assets in the Mid-Atlantic from pre-construction through disposition. in Marketing with a minor in Advertising and Promotion. Ryan is an Associate at American Discovery Capital. Ms. Thies is a co-founder and Vice President of Guardians of Florida Animal Rescue, a non-profit animal rescue organization. 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. 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. Paul has 20 years of Real Estate finance, accounting and operations experience, spanning most Real Estate sectors, including Residential (Multifamily and Single-Family Rental). Peter has experience investing in a broad range of industries including: financial and business services, healthcare services, software and outsourcing. Founded in 1982, we have become known for our long-term, fundamental, active approach to growth investing. 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. Discovery Capital Management / $10.9 billion Location: South Norwalk, CT Founded: 1999 2016 Hedge Fund 100 Rank: No. Peter serves on the board of The Intersect Group, an investment of American Discovery Fund, L.P. Peter has 35 years of experience in I.T./business services and staffing industry leadership, corporate law, and private investing. Wealth Management Team. a $6 billion market capitalization public company, 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. Governor and leadership - Discovery FOR INDIVIDUALS FOR BUSINESS Already a member? While at UBS, he advised on some of the largest Capital Markets and M&A transactions in the Enterprise Software sector globally, including a $2.0 billion convertible bond offering for Symantec (Nasdaq: SYMC); a $600 million convertible bond offering for Business Objects SA (Nasdaq: BOBJ); the $745 million sale of Telelogic AB to IBM; the $400 million sale of SurfControl plc to Websense (Nasdaq: WBSN); the $350 million sale of Safeboot plc to McAfee (NYSE: MFE); and the $340 million acquisition by IBM of iLog Inc. His enterprise software coverage universe encompassed companies in the ERP, enterprise applications, SaaS, business intelligence and security subsectors, with a particular focus on high-growth, middle-market companies. Join the Discovery Capital Management team. She has held regional roles in both operations and sales for more than 15 years, overseeing multi-community portfolios. 83 people.[1][2]. 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. Lou graduated from Towson University with a Bachelor of Science in Business Administration and earned his M.B.A. from Loyola University of Maryland. Robert Citrone's flagship Discover Global Opportunity Partners fund returned 27.5% in 2013. In this article, we examine billionaire Rob Citrone's portfolio management strategy and approach to investing in stocks. Hughes holds a Bachelor of Science Degree from Albion College (1994) and a Masters from Western Michigan University (1996). Peter has spent over 35 years in the investment business, including work in growth equity, leveraged buyouts, turnarounds and recapitalizations. He obtained his Bachelors degree in Health Care Administration from the University of South Florida with a focus in gerontology and psychology. [1] [2] References [ edit] ^ "Robert Citrone". Through Mr. Hutchinsons leadership, the family of companies has achieved significant growth; more than tripling in size over the last five years and ranking amongst the top 10 operators in the country. He began his career in senior housing serving as a therapy aide in a nursing home at the age of 20. He graduated Summa Cum Laude from St. Leo College earning a Bachelors Degree in Accounting and is a former Certified Public Accountant. Bonita Springs, FL 34134, Severe Weather & Emergency Updates by Location, Senior Vice President of Marketing and Product Development, Regional Director of Sales, Discovery Commons National Brand, Discovery Senior Living Community Options. About Robert Citrone A so-called Tiger Cub who worked for famed hedge fund manager Julian Robertson, Citrone founded Discovery Capital Management in 1999. I love to connect with new people, assist startups, scale-ups, and privately driven companies in their digital transformation journey, from initial requirement discovery to implementation. The Discovery Bank management team includes Andre Scheepers (Chief Technology Officer), Sue Vyvyan-Day (Head of People: Discovery Bank), and Jacques Meyer (Head of Product) . Richard has more than 25 years of healthcare administration experience working in acute care, community-based, and senior living settings. Bill connects with the larger senior living industry through his work with the American Seniors Housing Association (ASHA) and Argentum. Frank joined the Decision Insight board and provided consulting services to TPG related to the U.S. Data business. 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. . GreenSlate Receives Strategic Growth Investment from Francisco Partners, Boathouse Capital Completes Growth Investment in Glamsquad. 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%. Discovery Capital Management is an American hedge fund, with a focus on emerging markets. In 2010, Cassandra shifted her efforts toward health care and has spent the last 10 years building global marketing and communication campaigns for a large medical device company. As founders ourselves, we are personally aligned with the success of our clients and portfolio companies. An avid animal lover, she spent three years on the Board of Directors for the Animal Refuge Center in Fort Myers, FL. A native of Cleveland, Ohio, Bill graduated magna cum laude from Hiram College with a degree in Business Management. 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. Cassandra is the Director of Marketing for Discovery Senior Living and an experienced leader in digital marketing, marketing communications, and campaign execution. Whalewisdom has at least 68 13F filings, 7 13D filings, and 49 13G filings. Until becoming a principal of Discovery Capital, Mr. McEwen provided management services to several technology companies raising capital from private and public sources. Discovery Capitals strength is based on: John McEwen co-founded Discovery Capital Corporation in 1986 and was its President and Co-CEO, and has been CEO of the Manager for over ten years. They collectively have substantive knowledge and skills applicable to our business, including in the areas of regulation, public accounting and financial reporting, finance, risk management, business development, technology, marketing, operations, strategic planning, management development and succession, compensation, corporate governance, 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.