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. or to simply have an email sent to you whenever we receive a new The financial advisor has billions of dollars in assets under management (AUM). Hal led two initial public offerings, multiple secondary public equity and debt offerings and the issuance of private equity and syndicated private debt. ^ "A new Legend: Robert Citrone of Discovery Capital Management - Legends Fund". 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. 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. Susan has over 20 years of experience in investment banking and corporate finance advising middle market and entrepreneur-led companies on mergers and acquisitions, debt and equity capital raises, and financial restructurings. Tisha began her career as a Sales Director, promoted to a Selling Specialist Role and promoted to Regional Sales Director roles. 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. We invest in leading founder or family-owned and other closely-held businesses operating in the software and services sectors. Firm Details for DISCOVERY CAPITAL MANAGEMENT, LLC, Location: Connecticut, AUM = 3746445165.00, Last Form ADV Filed : 20-October-2022, Officers: ERCEGOVIC, STEPHANIE . Prior to joining Discovery, Paul was Senior Vice President of Accounting & Finance at Bridge Homes, a Single-Family Rental Asset Management and Property Management firm launched in November 2016 and now managing > 4,600 properties across 13 Markets in 11 States. In this role, Mike worked with YapStone's founder and CEO to develop growth strategies for YapStone's vertical businesses, including RentPayment and VacationRentPayment, and oversaw the implementation and coordination of these strategies across sales, business development, marketing, customer support, product development and recruiting/HR. Investment Team Client Team Dion Hershan EXECUTIVE CHAIRMAN AND HEAD OF AUSTRALIAN EQUITIES Dion is Executive Chairman and Head of Australian Equities. He holds a B.S. United States Discovery.com Joined December 2008. While at Pace, she was a member of Alpha Chi Honor Society. 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. 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 are a cohesive, experienced, and well-connected team that enjoys working with growing companies and their management teams to achieve successful outcomes on transactions of critical importance. 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. Its investors include Softbank, Ant Financial, AGH Holdings, SAIF Partners, Berkshire Hathaway, T Rowe Price and Discovery Capital. Claire's expertise as a hotelier focuses on leadership roles in Sales & Marketing and Operations, in lifestyle resorts, high-end villas and private islands, 4 to 5 star business, convention and casino hotels, and mid-scale business city hotels.<br><br>She . Call directly or utilize our contact form below. Get Contact Info for All Departments. in Economics. 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. partnerships, and patents to help your team find their next technology solution. 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. . In 1988 Hal co-founded the Breitburn group of companies where he served as Co-CEO, CEO and as a member of the Board of Directors. He is directly responsible for sales strategies and leadership across both Discoverys National Brands and Regional Brands, which operate throughout the United States. 39 2015. DISCOVERY GLOBAL OPPORTUNITY MASTER FUND, LTD. She is a passionate artist, having painted several murals locally in addition to pottery. Request a demo. John began his investment banking career with Donaldson, Lufkin & Jenrette (DLJ), and remained with DLJ until its sale to Credit Suisse in 2000. Edward Eason MANAGING DIRECTOR Brian joined UBS from Donaldson Lufkin & Jenrette (DLJ) in 2001, following the sale of DLJ to Credit Suisse. Discap is part of the Internet Service Providers, Website Hosting & Internet-related Services industry, and located in France. We also reviewed 10 stocks billionaire Rob Citrone is selling. Retrieved May 1, 2017. Jeff holds an MBA from Harvard Business School and a B.A. Discovery Capital Management has met the qualifications for inclusion in our WhaleScore system. Peter earned his BA from the University of Pennsylvania in 1986 and an MBA from the University of Southern California in 1994. A proven track record of aligning sales initiatives to strategic execution. Mr. Pompan previously held the position of Director of Investment Banking at Harris Nesbitt Gerard (formerly Gerard Klauer Mattison) and at ING Barings. He holds an M.B.A. from the University of British Columbia and is a CPA, CMA. 83 people.[1][2]. 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. After leaving her home state of New York and moving to Florida, Ms. Thies entered seniors housing. Kevin serves on the boards of directors of Genuent, Opptly and The Staffing Ninjas. ): 1.50% (excluding GST) of the Net Trust Value Discovery Capital Management, LLC has not filed any forms with the SEC apart from initial company registration. Before becoming Global Head of Technology Investment Banking, Brian ran the technology and business services vertical within the broader group. Prior to attending HBS, he graduated Magna Cum Laude with a Bachelor of Arts Degree from the University of Utah in 1989. Timothy Cesar is a prominent healthcare law specialist and popular presenter at national healthcare seminars. Previously Mr. Pompan served for over seven years as Managing Director at Cappello Capital, a boutique investment bank in the Los Angeles area. Erin holds a Masters of Arts in Multicultural/Organizational Communication and Bachelor of Arts in Liberal Studies from DePaul University, where she has also served as an Adjunct Professor for that institutions College of Communications. That work led him to Chicago and a consulting position with Ernst & Youngs real estate technology practice. 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. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Prior to joining UBS, Avi worked as a research analyst at William ONeil + Co. Avi earned a B.A. Discovery Capital Management is a hedge fund founded by Robert Citrone. Now residing in Florida, she is a proud mother of three children, Hutch, Deegan and Havi. His investments range from software companies to drug development companies. 58 2016 Capital: $11 billion 2015 Hedge Fund 100 Rank: No. 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. DISCOVERY GLOBAL PRIVATE INVESTMENTS, LTD. He also has extensive transactional corporate finance experience in public and private financings involving debt and equity. 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. The split unlocked tremendous value with the combined market cap increasing over 120% with an annualized IRR of over 22%. Ms. Thies graduated Cum Laude from Pace University, Lubin School of Business and holds a B.B.A. While at Sirius, Kevin redesigned and implemented the corporate strategy and aligned the service offerings, organizational structure, talent acquisition, sales and compensation programs along with onboarding key executive team members resulting in restored double-digit revenue growth and annual growth over 100 percent in EBITDA to approximately $10 million. From 2013-2015, Avi served as Senior Portfolio Manager for Wireless Capital Partners, a Blackstone portfolio company focused on telecom related real estate. We team from different jurisdiction thus resulting in having appropriate experience to set up, manage and administer investment fund (RADIANCE MINING FUND; investment opportunities arising in the Mining Industry). 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. Their last reported 13F filing for Q4 2022 included $686,274,137 in managed 13F securities 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. 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. 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. Joseph has been married for 27 years to his wife, Vanessa, and they have 3 children. Peter has spent over 35 years in the investment business, including work in growth equity, leveraged buyouts, turnarounds and recapitalizations. Herpain Urbis added retail investments and construction to its development business. Fallen-star fund manager Neil Woodford has seemingly given up his attempt to return to the UK fund management market. Pompan received his M.B.A. from New York University, Graduate School of Business Administration (Stern School of Business) and earned his B.A. 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%. She is registered with FINRA as a General Securities Representative (Series 7, 79 and 63) and a General Securities Principal (Series 24). Hedge Fund In October 2014, TPG successfully completed the sale of Decision Insights business units. Many team members at Unicorn Nest are Ukrainians affected by Russian aggression. Prior to joining American Discovery Capital, Ryan was in the Financial Advisory group at Weaver CPA Firm, where he provided business valuation services to clients nationwide operating across diversified industries. in Business Administration with concentrations in Finance and Economics. email address below and choose 'Submit'. 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.. Tisha resides in Virginia where she enjoys spending time with her husband, family, friends and four dogs. We provide M&A, capital raising and restructuring advisory services to leading private and public companies. 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. 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. In addition to his activities advising companies as an investment banker, he has led the administrative functions and has been actively involved with several fund investments, including SmartBug Media, Majestic Realty, and Entertainment Partners. He and his wife Virginie now reside in Los Angeles with their three children. 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. Since then, Peter has been active with the University of the Pennsylvania in a variety of leadership roles. Well-versed in project management, analytics, cost control and financial analysis, Akash earned a Bachelor of Architecture in his native India before completing his Masters of Architecture at the University of Florida and MBA studies at Emory University in Atlanta. Discovery's investment was not previously reported, and the size of its stake is second only to SoftBank's, which owns nearly 35 percent of the brokerage. 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. Frank currently serves on the Boards of Real Matters, Inc. (TSE: REAL) and American Pain Consortium Holdings. Lisa has a bachelors degree and has completed her certification in Human Resource related law. Jason is a Vice President at American Discovery Capital, where he focuses on the firms advisory assignments and principal investments across all industries. Peter spent a decade serving as a Trustee for Marlborough School in Los Angeles and is a pastTrustee for Kings Academy in Amman, Jordan. He was co-head of the firm's Private Equity Fund and initiatives for 14 years. As of December 2021, the firm manages more than $13 billion in assets. SOUTH NORWALK, CT 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. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics. Mr. Jaako holds a Bachelor of Engineering degree from Lakehead University. Location. Mr. Costello managed the cash flows and cost reporting for the last four projects Aston developed. He enjoys playing golf, skiing and snowboarding, and spending time at Southern California beaches. The company provides its services in pooled investment vehicles. Easy Interview. She began her career with J.P. Morgan where she oversaw top-tier and middle-market senior housing communities across multiple states, growing an affinity for the senior housing industry. He has established the west coast brands and built offices for two middle market investment banking firms. 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. The venture was found in North America in United States. 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. About Robert Citrone A so-called Tiger Cub who worked for famed hedge fund manager Julian Robertson, Citrone founded Discovery Capital Management in 1999. 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. While at First Acceptance, he restructured the balance sheet, cut costs by 40%, implemented new compensation, marketing and credit scoring based underwriting programs that led the business from breakeven to $20 million in EBITDA. He also built the companys first Virtual Design & Construction Team. Julie prides herself on strategic planning and driving results through creativity and collaboration alongside Senior Lifestyle Counselors and Executive Directors. A sample of past director positions include: ExtruMed, Energy Solutions and Sirius Solutions. His extensive experience over 26 years in various operational roles has prepared him well for the RVP role at Discovery. With Discovery, Hughes applies her breadth of experience and forward-thinking mindset to nurture and further advance a centralized sales culture thats at the leading edge of the seniors housing industry. He led the finance & accounting and corporate development functions, and also oversaw business development, legal, human resources, and operations. containing a link to download the .zip file of the CSV file(s) you requested. Read employee reviews and ratings on Glassdoor to decide if Discovery Capital Management is right for you. Robert K. Citrone (born 1964) is an American billionaire hedge fund manager, the co-founder of Discovery Capital Management, and minority owner of the Pittsburgh Steelers. He began his career at Warburg Paribas Becker, Drexel Burnham Lambert, and Bear, Stearns. Naval Academy, Hilary served as a logistician both on active and reserve duty before retiring as a Commander. View source version on businesswire.com: https://www . Lisa Lacy has more than twenty years experience in human resources, with the majority specifically in the senior living industry. She earned her MBA at Dartmouths Tuck School of Business and holds the Chartered Financial Analyst (CFA) designation. 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. 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. Mr. Costello is the Chief Financial Officer for Discovery Senior Living. Kevin joined Sirius in 2012 with corporate strategy, executive oversight and day-to-day operating responsibilities. ? S&P 500WhaleScore from Yale University. #WorldWildlifeDay. from Harvard University. Having served multiple roles including Executive Director, Operations Development Director, Vice President of Sales and Regional Vice President of Operations and Sales, Cindy brings a diverse and extensive skill set to the Discovery Senior Living organization and its growing community portfolio. Kevin played Division One basketball at Texas State University. Rob Citrone once worked as a portfolio manager at Fidelity Investments and Tiger Management before founding Discovery Capital. Prior to RBC Capital Markets, Jeff was a Managing Director in UBS Leveraged Finance and Restructuring Groups. 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. Ben is an Analyst at American Discovery Capital. At YapStone, Mike was most recently General Manager (GM) of YapStone's vertical business operations. Experienced advisors help researchers move through the startup process using a three phase approach. 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. [1]: During this period, he led senior loan, high yield, and mezzanine financing transactions for emerging companies, primarily in the TMT sectors. 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.