We provide M&A, capital raising and restructuring advisory services to leading private and public companies. She is registered with FINRA as a General Securities Representative (Series 7, 79 and 63) and a General Securities Principal (Series 24). You must have a subscription to view WhaleScore histories. in Business Administration from Southern Methodist University. 83 people. Discovery Capital Management (DCM) is a Connecticut-based hedge fund manager established in August 1999 by Robert Citrone and Harry Krensky. Commercial (Office, Industrial/Logistics, Retail and Self-Storage), Commercial Mortgages and now Senior Living. is bringing you up close and personal with a fascinating species: the . Frank joined the Decision Insight board and provided consulting services to TPG related to the U.S. Data business. to see more advanced email alert options such as selecting any type of Prior to Materia, Todd was a senior investment banker at leading global firms in London, Hong Kong, and Los Angeles. 58 2016 Capital: $11 billion 2015 Hedge Fund 100 Rank: No. Hal also led more than $8 billion of private and public M&A transactions and successfully led a balance sheet restructuring that resulted in the equitization of more than $3 billion of debt. Consistently develop, execute and manage successful selling strategies to increase product sales, market share and profitability. Experienced advisors help researchers move through the startup process using a three phase approach. 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, 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 Top 13F Holdings - WhaleWisdom.com About the team: Paytm Payments Bank is India's mobile-first bank with zero balance-zero digital transaction charge accounts. Richard has more than 25 years of healthcare administration experience working in acute care, community-based, and senior living settings. You can view more information on Discovery Capital Management including private fund info, contact info, top management and executives, website, email addresses, and more below: He, his wife Sheila, and son Tyler, and live in Altadena, California. Discovery Capital Management is an American hedge fund, with a focus on emerging markets. in Marketing with a minor in Advertising and Promotion. It was co-founded in 1999 by Robert Citrone, and employs [when?] About Our Firm | American Discovery Capital Rob Citrone established Discovery Capital Management in 1999, which is a hedge fund that invests in emerging markets. The firm only manages funds, with institutional investors having the ability to invest in them. Ms. Thies has a diverse marketing background ranging across a number of different industries, including banking, corporate products and consumer retail products. He also managed the companys inter-disciplinary design and construction department. About Us | Discovery Capital Use the CB Insights Platform to explore Discovery Capital Management's full profile. Get our editors daily picks straight in your inbox! With over 20 years of venture capital experience in British Columbia, Discovery Capital is a venture fund manager through its wholly owned subsidiary, Discovery Capital Management Corp., and venture capital investor specializing in: information technology, communications, health and life sciences, and other advanced technologies. 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. in Finance and an M.S. 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. Mr. Jaako holds a Bachelor of Engineering degree from Lakehead University. He is an impassioned food and wine enthusiast as well as an avid tennis player and skier who in his leisure time enjoys domestic and international travel, hiking, kayaking and living an active lifestyle. SEC form, multiple filers or classes of filers, and much more.***. DISCOVERY GLOBAL OPPORTUNITY PARTNERS, LP. Discap. Kevin Cohn has 25 years of successful executive, operational and finance experience leading private and public companies in the technology and business services sectors. Discovery Capital Management, Llc Ct (1389507) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Saturday, December 31, 2022 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. Location. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics (NASDAQ: ITOS). Mike holds a B.S. 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. Owned and governed solely by Indians, Paytm Payments Bank was launched on May 23, 2017. In this role, he was responsible for development and implementation of strategic initiatives, portfolio valuation, risk management and investor reporting. The process took 1 day. Discovery Capital has made venture capital investments in B.C.-based technology companies in the areas of information technology, communications, health & life sciences, and environmental & energy technologies. 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. Discovery Capital Management, LLC SEC Registration Create Email Alert, ***Log In or The venture was found in North America in United States. 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. 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. Robert Citrone - Forbes His career started in paper sales before moving to the construction industry where he implemented cost accounting and estimating systems. Discovery Capital - Crunchbase Investor Profile & Investments Now residing in Florida, she is a proud mother of three children, Hutch, Deegan and Havi. Mature Portfolio Learn More UELS, acquired in July 2011 with an initial equity investment of $26.9 million, was sold to Norwest Equity Partners in August 2014. Paytm - Product Management (Business Product) - Associate Vice 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. Trevor is a Junior Analyst at American Discovery Capital. C112011393. Download 13F Summary 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. 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. She participated with the RafiKi Collaborative in Kenya as an Educator/Evaluator for an HIV/AIDS capacity building workshop. 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. 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. Discovery Capital Management is a hedge fund company based in New York, NY. Matrix Capital Management Company is a hedge fund with 4 clients and discretionary assets under management (AUM) of $11,359,117,000 (Form ADV from 2022-08-30). #WorldWildlifeDay. Their last reported 13F filing for Q4 2022 included $686,274,137 in managed 13F securities Lou joined Discovery Senior Living in 2018 and during that time the company experienced unprecedented growth; more than doubling its unit count and number of communities. Trend Discovery Capital Management appeared to be the VC, which was created in 2011. I am tech-savvy and fascinated to learn . This will schedule a job to export all requested 13f holdings data for this filer. In 2000 Mr. Costello joined Discoverys predecessor, Aston Care Systems, Inc. while the Aston Gardens portfolio was in development. For over two decades, our Founding Partners have advised middle-market clients, private equity firms, and large domestic and international corporations on hundreds of the largest and most prominent M&A, capital markets and restructuring transactions representing tens of billions of dollars of transaction value. In this article, we will be discussing the 10 best dividend stocks to buy according to Tiger Cub Rob Citrone. 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. Hedge Fund 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. 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 supports American Discoverys private equity fund with industry research, financial modeling and analysis, transaction execution, and ongoing operational support to portfolio companies. 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. 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. in Business Economics from the University of California, Los Angeles. Before joining the Discovery team, Dave was a Senior Vice President of Operations Support for CA Ventures Senior Living division. Sign-up Joseph has been married for 27 years to his wife, Vanessa, and they have 3 children. Innate . This "Tiger Cub" hedge funder owns nearly 10% of Compass 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. 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). In his free time, he and his wife enjoy leading active lifestyles, traveling and spending time with their dog. Participants develop business and marketing plans, learn about legal and . Mr. Jensen has been Managing Partner of Jensen Capital Partners since 1996 and joined ADC in 2020 as a Senior Advisor. He is the Founder and CEO of Teamtap, an EdTech startup that helps college students tap into the power of diverse teams by giving them the tools needed to supercharge project productivity.<br><br>Before founding Teamtap, Gustav was part . Hedge Fund Manager. Perhaps most of all, they diligently uphold the values that built this company, and confidently see us forward in support of our residents and vision for the future. Tisha has extensive experience in multi-site sales management, training and development, growing sales teams and growing occupancy. Cindy proudly resides in Tampas beautiful Westchase community with her husband, John, and several four-legged family members. John began his investment banking career with Donaldson, Lufkin & Jenrette (DLJ), and remained with DLJ until its sale to Credit Suisse in 2000. Todd has over 25 years of experience as an investment banker, private equity investor, and as a senior operating executive. 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. It was co-founded in 1999 by Robert Citrone, and employs[when?] Cristina Azinhal - Corporate Trainer & Coach - Aptar | LinkedIn He enjoys playing golf, skiing and snowboarding, and spending time at Southern California beaches. During this period, he led senior loan, high yield, and mezzanine financing transactions for emerging companies, primarily in the TMT sectors. 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. 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. As an industry leader in seniors housing, Discovery Senior Living currently operates both National Brands and Regionals brands across the United States primarily throughout the Midwest, Mid-Atlantic, Southeast and Southern United States. Mr. Costello brings a wide range of experience to Discovery beyond debits and credits. She also led a portfolio of multi-family assets in the Mid-Atlantic from pre-construction through disposition. Governor and leadership - Discovery FOR INDIVIDUALS FOR BUSINESS Already a member? 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. [1]: He also was awarded a Post-Baccalaureate Certification in Instructional Systems Development. France 25 Rue Albert Pottier 25, Allonnes, Pays de la Loire, 49650, France. 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. Before becoming an investor, Laurent was a real estate developer in Europe where he successfully built office and residential properties in Brussels. He most recently was an Executive Director and Co-Head of Business/Technology Services Investment Banking at UBS Investment Bank, responsible for leading UBS's investment banking activities for the firm's business/technology services clients. Ryan graduated summa cum laude from Tulane University with a B.S. Notable investments include those in MedApps (sold to Alere) and in iTeos Therapeutics. 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. 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. He has extensive experience serving on the Boards of portfolio companies, was former Chair of the Operating Committee of the Vancouver Enterprise Forum and is an active member of B.C.s technology and investment communities. Frank and his wife Vikki have been married since 1992 and have three children. Only includes UK, France, Germany, Japan, and HKEX are presently being processed. He holds or has held a certification as a Level 4 Assisted Living Administrator, Certified Public Manager, Professional of Human Resources, and has served on the Boards of the Louisiana State Personnel Council, The New Orleans Compensation Association, the Department of Health and Hospital Hurricane Task Force, and the Greater New Orleans Society of Human Resource Professionals. A graduate of Pace University in New York, she began her career in the New York tri-state area before serving a 12-year tenure with nationally renowned Spectrum/Skanska and WCI Communities when it entered the Northeast market. 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. Learn More BC Discovery Fund (VCC) Inc. He also provides leadership support for Discoverys operational divisions; Morada and TerraBella. 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. Baron is an asset management firm focused on delivering growth equity investment solutions. 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. In 2011, Frank assumed the additional role of Executive Chairman at DataQuick, the companys provider of U.S. property data and analytics. He has expansive experience with multi-site management, new construction, acquisitions and mergers, establishing culture, growing sales talent and strategic sales. in Economics. During his almost 30-year career, he has negotiated and closed more than $5 billion in equity and debt transactions, while establishing relationships with many of the industries key financiers, investors and operators. 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. Prior to joining First American, Frank spent 20 years as an investment banker at Merrill Lynch (13 years) and Lehman Brothers (7 years) specializing in Financial Institutions. Discovery Senior Living has assembled an Executive Leadership team with more than 100 years of collective experience in the seniors housing industry. 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. 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. He began his career at Warburg Paribas Becker, Drexel Burnham Lambert, and Bear, Stearns. Laurent went to the Solvay Business School at the University of Brussels, Belgium. DISCOVERY CAPITAL MANAGEMENT, LLC Company Number 0619488 Status Active Incorporation Date 26 April 1999 (almost 24 years ago) Company Type LLC Jurisdiction Connecticut (US) Registered Address 20 MARSHALL ST STE 310 SOUTH NORWALK 06854 CT United States Agent Name MICHAEL TARCZALI Agent Address Prior to attending HBS, he graduated Magna Cum Laude with a Bachelor of Arts Degree from the University of Utah in 1989.