She enjoys traveling, spending time with family in the Midwest and Rocky Mountains, downhill skiing and outdoor activities. His investments range from software companies to drug development companies. Outside of work, Cindy enjoys spending time outdoors, enjoying the pool and walking the neighborhood with their 11-year-old Chihuahua, Gizmo. While at Pace, she was a member of Alpha Chi Honor Society. Claire del Rosario-Bernabe is a T.O.P.S. Baron is an asset management firm focused on delivering growth equity investment solutions. 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. All text and design is copyright 2020 WhaleWisdom.com. Robert Citrone's flagship Discover Global Opportunity Partners fund returned 27.5% in 2013. 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. He has been married to his wife Elizabeth since 1990 and they have three children. Hughes holds a Bachelor of Science Degree from Albion College (1994) and a Masters from Western Michigan University (1996). After obtaining his degree in Hospitality Management and Tourism from HLT Semmering in his native Austria, Gottfried worked in management roles at several 4- and 5-star hotels in Austria, Switzerland, and the UK. 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. It was co-founded in 1999 by Robert Citrone, and employs[when?] Frank and his wife Vikki have been married since 1992 and have three children. Performance He has worked extensively with employee owned companies and led the sale of employee owned Rainbow Environmental Services to Republic Services. in Business Administration with a concentration in Finance from the University of Southern California, Marshall School of Business in 2019. 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. After 13 years as an executive director with Brookdale and Allegro, Joseph then became the Director of Operations for Hawthorne overseeing all Florida properties for almost 5 years. 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. Hughes began her current role with Discovery Senior Living in October 2021, and in the 15 years prior, held multiple sales and operations leadership roles with premier senior living provider organizations including Brookdale, Horizon Bay, and Emeritus. 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. The company was established in 1986 and is located in Port Coquitlam, British Columbia. In 2000 Mr. Costello joined Discoverys predecessor, Aston Care Systems, Inc. while the Aston Gardens portfolio was in development. from University of Texas Law School and a B.S. Outside of working hours, Julie enjoys spending time with her husband of 20 years, Brad, and the couples two children, Kinsleigh and Kaden. He also has extensive transactional corporate finance experience in public and private financings involving debt and equity. Manage team of twenty with responsibility for financial and business operations functions for Corporate Technology, including monthly close, financial/capital budgeting and forecasting, service . He also developed the pro-forma models for each of the projects, which planned the projects from land acquisition, development, fill-up, stabilized operations and, ultimately, to sale. As founders ourselves, we are personally aligned with the success of our clients and portfolio companies. UELS, acquired in July 2011 with an initial equity investment of $26.9 million, was sold to Norwest Equity Partners in August 2014. 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. Discovery Land Company was founded in 1994 by Michael S. Meldman and specializes in building luxurious private golf and residential vacation communities for families across America, Mexico, the Caribbean and Europe. American Discovery Capital is an integrated, independent merchant banking firm based in Los Angeles, CA. In addition to the Boards of Breitburn and Pacific Coast, Hal served on the Board (including serving as Chairman) of Rentech, Inc. (NASDAQ: RTK) an alternative energy company and the General Partner of Rentech Nitrogen Partners (NYSE: RNF), a publicly traded Master Limited Partnership in the nitrogen fertilizer business. In her current role as Divisional Sales Director for the TerraBella Senior Living regional brand, she oversees Sales and Marketing departmental efforts to build census and achieve occupancy goals, as well as promotes educational and developmental programs for team members. He also managed the companys inter-disciplinary design and construction department. Marisa Crockett has been in senior living for almost two decades. Ben graduated from the E. J. Ourso College of Business at Louisiana State University with a B.S. France 25 Rue Albert Pottier 25, Allonnes, Pays de la Loire, 49650, France. 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 is also a board observer for The Intersect Group and a fund advisor to the Semcap Food and Nutrition Fund. 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. 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. 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. 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. 498 Seventh Avenue 12th floor New York, NY 10018 info@cbinsights.com 212 292 3148 About . DISCOVERY SPECIAL OPPORTUNITIES III MASTER FUND, LTD. Ryan is a Associate at American Discovery Capital. This article about a financial services corporation of the United States is a stub. ^ "A new Legend: Robert Citrone of Discovery Capital Management - Legends Fund". 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. Investment Stage Early Stage Venture, Late Stage Venture, Seed. Hal led two initial public offerings, multiple secondary public equity and debt offerings and the issuance of private equity and syndicated private debt. She has one son and on weekends you can find her enjoying her time in the sun by the beach, lake, or pool you may even catch her paddle boarding or wakeboarding when she gets the chance! 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. In this article, we examine billionaire Rob Citrone's portfolio management strategy and approach to investing in stocks. Inflationary pressures in the global economy are temporary and wont be long-term problems, according to hedge fund investor Anthony Scaramucci. Discovery Capital Location 43-1238 Eastern Dr, Port Coquitlam, British Columbia, V3C 6C5, Canada Description Read More Industry Venture Capital & Private Equity Finance Discover more about Discovery Capital Kevin Williams Work Experience and Education 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. 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. Among the many industries Greg has served are aerospace & defense, automotive, distribution, manufacturing, consumer products, construction, agriculture, and specialty chemicals. Rob is one of the longest standing managers in the space and the largest investor in his fund. May 17 (Reuters) - Several investment firms purchased shares in ViacomCBS Inc (VIAC.O), Baidu (9888.HK) and Discovery Inc (DISCA.O), which made big market moves linked to the implosion of. Investment Team Client Team Dion Hershan EXECUTIVE CHAIRMAN AND HEAD OF AUSTRALIAN EQUITIES Dion is Executive Chairman and Head of Australian Equities. [2]: During his tenure at Moelis & Co., he advised on some of the largest and most-prominent transactions in the Enterprise Software sector, including: Epicor Softwares (Nasdaq: EPIC) $980 million sale to Apax Partners; BMC Softwares (NYSE: BMC) $6.9 billion sale to Bain Capital, Golden Gate Capital, GIC Special Investments Pte Ltd and Insight Venture Partners; and CDC Softwares (Nasdaq: CDCS) $350 million bankruptcy restructuring, including the sale of its enterprise software assets to Vista Equity Partners. He is actively involved in the following associations: Executive Board Member of the American Seniors Housing Association; Chairman of The Seniors Housing Political Action Committee; Member of the American Seniors Housing Association Strategic Planning Committee; The Florida Council of 100; Endicott College Board of Trustees, Chairman of the Academic Affair Committee, Member of the Compensation Committee; Chair of the Hutchinson Family Sports Foundation and a Member of the ALOIS Society of the Alzheimers Association. Create Email Alert, ***Log In or Before joining Wireless Capital Partners, Avi was a Director in UBS Investment Banks Global Technology Group. He graduated Summa Cum Laude from St. Leo College earning a Bachelors Degree in Accounting and is a former Certified Public Accountant. 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). We invest in leading founder/family-owned and other closely-held businesses operating in the Software & Services sectors. 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. He began his career in Boston in the property & casualty insurance industry where he gained proficiency in many of the nuances of risk management. He is also a board observer for The Intersect Group and a fund advisor to the Semcap Food and Nutrition Fund. Laurent has been investing in private equity in technology and biotechnology for the past 15 years. You must have a subscription to view WhaleScore histories. 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. 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. 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. The successful and diverse rental portfolio features large luxury, resort-style campuses, state-of-the-art care communities, smaller village- inspired wellness and care communities and secured memory care neighborhoods. Greg has an MBA in Finance from UCLA and graduated with a Bachelor of Arts degree in Economics from Stanford University. Donna heads up the multiple design teams tasked with intermingling current and emerging aesthetics while also preserving architectural and regional design character, maximizing functional space across residences and common areas, and providing warmth and home-like comfort and convenience for discerning, upscale seniors. He and his wife Lynn have been married since 1992 and have two sons. Discovery Capital Management gained 4% in January, becoming one of the few hedge funds to make money in a month of market turbulence. They operate 8 private funds and have approximately $180.6 million in total assets under management (AUM). Under Brians management, DLJ commanded a leading market share in software and technology services for 6 years, and resulted in Brian being promoted to Managing Director in just 7 years. Jason began his career at UBS Investment Bank as an Investment Banking Analyst in New York in the Industrials group, where he worked on transformative Chemical deals via M&A advisory, equity offerings, and debt capital raises. About Robert Citrone A so-called Tiger Cub who worked for famed hedge fund manager Julian Robertson, Citrone founded Discovery Capital Management in 1999. to see more advanced email alert options such as selecting any type of 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. Discovery Capital's annualized returns since 1999 is around 17%. Forbes.com. Kevin joined Sirius in 2012 with corporate strategy, executive oversight and day-to-day operating responsibilities. 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 lives in Land O Lakes, Florida, and when he is not spending time with his wife and two children he is active in Tampas live music scene playing bass and guitar. He and his wife Virginie now reside in Los Angeles with their three children. During this period, he led senior loan, high yield, and mezzanine financing transactions for emerging companies, primarily in the TMT sectors. Before becoming Global Head of Technology Investment Banking, Brian ran the technology and business services vertical within the broader group. 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. As the President of Discovery Development Group and Discovery Design Concepts, Akash leads the in-house development, construction and design division of the Discovery Senior Living organization. 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. Description Provider of pool investment services and operates hedge fund sponsor. He became an administrator of nursing homes and then transitioned to working at retirement communities as an Executive Director. In this article, we discuss the 10 best dividend stocks according to Tiger Cub Rob Citrone. Prior to Duff & Phelps, Greg was a senior vice president with Houlihan Lokey. 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. Quarterly NAV and investment commentary - coming soon. [1] 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. Billionaire Rob Citrone is Buying These 10 Stocks, Billionaire Rob Citrone'sTop 10 Stock Picks, Billionaire Rob Citrone Is Selling These 10 Stocks, Hedge Fund and Insider Trading News: Neil Woodford, Leon Cooperman, Viking Global Investors, Discovery Capital Management, Schonfeld Strategic Advisors, Stitch Fix Inc (SFIX), Paychex, Inc. (PAYX), and More, 10 Stocks Billionaire Tiger Cub Rob Citrone is Buying, 10 New Stock Picks of Billionaire Rob Citrone, 10 Best Dividend Stocks According to Tiger Cub Rob Citrone, Hedge Fund and Insider Trading News: Anthony Scaramucci, Elliott Management, Alden Global Capital, Amber Capital, Macellum Advisors, Quantology Capital Management, Stonex Group Inc (SNEX), ICON PLC (ICLR), and More, Billionaire Rob Citrone is Selling These 10 Stocks, 10 Best Dividend Stocks to Buy According to Tiger Cub Rob Citrone, 5 Best Dividend Stocks to Buy According to Tiger Cub Rob Citrone, Hedge Fund and Insider Trading News: Jeffrey Gates, Warren Buffett, Alden Global Capital, Tiger Global Management, Archegos Capital Management, Vision Ridge Partners, Facebook Inc (FB), Globaltrans Investment PLC (GLTVF), and More, Hedge Fund and Insider Trading News: Marc Lasry, Daniel Sundheim, Engaged Capital, Citron Capital, Leucadia Asset Management, Amazon.com, Inc. (AMZN), Enterprise Financial Services Corp (EFSC), and More, Hedge Fund and Insider Trading News: Jim Simons, Steve Eisman, Elliott Management, Prentice Capital, ServisFirst Bancshares, Inc. (SFBS), and More, How to Best Use Insider Monkey to Increase Your Returns, 6 Things You Didn't Know About Hedge Funds. It provides investments in public equity and fixed income markets across the globe. She earned her MBA at Dartmouths Tuck School of Business and holds the Chartered Financial Analyst (CFA) designation. 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. Apply to Investment Banking Analyst, Returns Manager, Business Analyst and more! Hedge Fund During this time, Avi executed numerous transactions including representing the NTI Group on its $182mm sale to Blackboard, Sigma Design on its $190 million acquisition of CopperGate Communications, Princeton Review on its $170 million acquisition of Penn Foster and various other M&A, debt and equity transactions. 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 joining Discovery, Lous 10 years in the senior living industry were spent in various sales leadership positions with Erickson Senior Living including Sales Director, Director of Sales Education and Talent Development and Senior Director, Sales Operations. 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. He also supports American Discoverys private equity fund with industry research, financial modeling and analysis, transaction execution, and ongoing operational support to portfolio companies. Frank joined the Decision Insight board and provided consulting services to TPG related to the U.S. Data business. John studied at the University of Pennsylvanias Wharton School and the Ross School of Business at the University of Michigan, where he earned a Bachelor of Business Administration. 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. partnerships, and patents to help your team find their next technology solution. Robert Citrone's worst performance was in 2008 when he lost 33%. He has established the west coast brands and built offices for two middle market investment banking firms. 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. He enjoys playing golf, skiing and snowboarding, and spending time at Southern California beaches. In this article, we will take a look at the 10 stocks that billionaire Rob Citrone is buying. Glassdoor has 3 Discovery Capital Management reviews submitted anonymously by Discovery Capital Management employees. Hilary brings an established background as a real estate investment executive specializing in senior housing and multi-family assets. Previously, Laurent managed private equity investments in Europe, Asia and USA. We have helped create value in over 300 early-stage technology companies by providing proven expertise in strategic planning, management development, innovative financing strategies, corporate governance, and positioning for liquidity. In his current role as General Counsel, he manages legal and regulatory issues, licensing, employment and contract law, corporate compliance and other, key responsibilities for the Discovery Senior Living organization and its multi-brand portfolio of current and upcoming communities. Discovery Capital Management, LLC is an investment firm providing advisory services for private funds and investors. 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. Anthony (Tony) Shepherd serves as the CFO of American Discoverys private equity fund entities as well as the broker-dealer, American Discovery Advisors. Discovery Senior Living has assembled an Executive Leadership team with more than 100 years of collective experience in the seniors housing industry. Peter has spent over 35 years in the investment business, including work in growth equity, leveraged buyouts, turnarounds and recapitalizations. Julie brings more than 12 years of sales management experience to the TerraBella Senior Living organization, having achieved substantial growth in occupancy and revenue across the US South and Midwest regions while working as Regional Director of Sales with TerraBella Senior Living parent company, Discovery Senior Living, for a three-year period beginning in 2018. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics. 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. 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. 11,718.12. After earning a Bachelor of Fine Arts degree from Michigan State University, she served large-scale, Chicago-based healthcare entities, leading the development and execution of traditional and digital marketing programs, branding and communications initiatives, creative, design and content production, as well as user experience and other key strategic functions. 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. from Yale University. Mr. Hutchinson is the co-founder and Chief Executive Officer of Discovery Senior Living; a family of companies which include: Discovery Management Group, Discovery Development Group, Discovery Design Concepts, Discovery Marketing Group, TerraBella and Morada Divisions, and Discovery At Home, a Medicare-certified home healthcare company. In addition, Frank serves as the Chair of the Board of Directors of Junior Achievement of Southern California. Todd holds an A.B. Peter started his career as a corporate attorney and clerked for the Honorable Federal District Judge George Cire of the Southern District of Texas. Mr. Jaako holds a Bachelor of Engineering degree from Lakehead University. 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. 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 The companies have been recognized for their exceptionalism and ingenuity and have received accolades and awards from numerous national organizations. After having grown up in Janesville, WI, Cassandra received her Bachelor of Science degree in Psychology at The Ohio State University. Discovery Capital Management is a hedge fund company based in New York, NY. Contents 1 Early life 2 Career 3 Personal life 4 References Early life [ edit] Robert Citrone was born in Latrobe, Pennsylvania, and grew up in Pittsburgh. 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. 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. She also served as Senior National Account Director and Vice President of Partner Success for Caring.com for five years (2014-2019). He started his career at PriceWaterhouse, becoming a California CPA and then serving in the Corporate Restructuring practice, advising clients in bankruptcies, workouts and turnarounds. 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. 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. Wealth Management Team. 58 2016 Capital: $11 billion 2015 Hedge Fund 100 Rank: No. 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? Experienced advisors help researchers move through the startup process using a three phase approach. He obtained his Bachelors degree in Health Care Administration from the University of South Florida with a focus in gerontology and psychology. E. J. Ourso College of Business at Louisiana State University with a B.S. Stephanie Ercegovic is President and a Senior Macro Analyst at Discovery Capital Management, a $12B investment firm that specializes in multi-asset class investing across global financial markets - emerging and developed.