Market data provided by Factset. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. "In our view, index options are a far more efficient and low- cost way to implement growth strategies for client portfolios compared with using funds or individual stocks. With the Super Bowl around the corner, who do you want to win and who do you think will win? Each client and each clients case is unique, and no result or outcome is or can ever be guaranteed. Now he's wanted on fraud charges. I think we will have another risk event that pulls the market down. Vaccinating the public will not happen as quickly as most expect. I would be thrilled to buy the Washington football team because I grew up in Chevy Chase, Maryland. McDonald was CEO of Hercules Investments LLC of Los Angeles and Index Strategy Advisors Inc. of Redondo Beach, and frequently appeared as an analyst on the CNBC financial TV news network,. Im going to play on my own team and practice. Fair question. Volatility itself could be owned through a number of securities. Top Hercules Investments Employees James McDonald Chief Executive Officer. 2023 FOX News Network, LLC. The stockbroker and investment fraud lawyers at Sonn Law Group dedicate their entire practice to protecting the interests of investors who have lost money as a result of the negligent or wrongful conduct of those entrusted with protecting and growing our money. In early 2021, McDonald "solicited millions of dollars worth of funds from investors in the form of a purported capital raise for Hercules but misrepresented how the funds would be used and failed to disclose the massive losses Hercules previously sustained," the statement said. This site contains attorney advertising. In summary, NFLHX provides direct access to risk hedged growth adding a layer of insurance to a portfolio that has appreciated with the market. With interest rates so low, what do you make of the TINA argument, which asserts there is no alternative to stocks? This seriously cut in to his fee income, and CNBC appearance feesoh, yes, he was still bloviating on television about on how people should invest for more than a year-and-a-half after the most spectacular wrong call of his careerapparently dont cover the Porsches or the rent, so he decided to raise some more. However, as markets continue to thrive, our fund will not follow the path of other downside protection strategies, passive only strategies, which fall precipitously in rising market. When typing in this field, a list of search results will appear and be automatically updated as you type. Youre describing a giant disconnect between the markets and small businesses that are in a world of hurt. Its like a freight train that cant come to an exact halt without a crash. That would be a doubling from the low. On 11/16/2021 HERCULES INVESTMENTS, LLC filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL. . How does it factor into your life? LOS ANGELES, Oct. 10, 2019 /PRNewswire/ -- Award-winning derivatives investment management executive James A. McDonald, Jr. today announced that he has launched Hercules Investments LLC, a Los Angeles-based Registered Investment Advisor.Hercules applies quantitative research to design and actively manage portfolios for investors seeking maximum growth during up or down-market cycles. And so, the gains that weve seen have come based on an enthusiasm and optimism placed across the entire market. Charles Canter will lead the litigation. The gap between corporate profits and GDP, or even corporate profits and equity market prices, is wider than its ever been by a long way. The breadth of risk is extremely wide. Below are the states with which the firm you selected makes its notice filings. The Hercules Fund aims to generate positive returns during times of rising and falling stock markets. This field is for validation purposes and should be left unchanged. Unfortunately, according to the Justice Department and SEC, he didnt tell those new investors about all the money he lost on the election, nor precisely what he was going to do with it, as dropping $174K at a Porsche dealership and paying $110K to his landlord are not the same thing as launching a mutual fund. The S&P 500 is trading at about 23 times projected forward earnings. Fox News Flash top headlines for September 22. The leader of Pershing X explains why her experience, leadership style, and the support of BNY Mellon, have positioned the new venture to disrupt how wealth managers do business. James McDonald Current Workplace Hercules Investments Location 633 W 5th St Ste 6770, Los Angeles, California, 90071, United States Description Read More Industry Finance General Finance Discover more about Hercules Investments James McDonald Work Experience and Education Work Experience Chief Investment Officer Vishnu Wealth Management 2017-2019 How Should HNW Investors Think About Them? Resilience is the name of the game, says Mastercard CEO Michael Miebach, We've seen resilience in the U.S. consumer, says Coca-Cola CEO James Quincey, Illinois Governor JB Pritzker: Crime is coming down gradually in the city and it's getting better, Guggenheim CIO: We are predicting the recession to start mid-year, Moderna CEO: We're preparing our FDA filing for our RSV vaccine. Fox News Flash top headlines are here. And, also, relatedly and with the prospect of decades in prison attach, conspiracy and fraud. James Arthur McDonald Jr., 50, ran two Los Angeles-based investment firms called Hercules Investments and Index Strategy Advisors. Federal prosecutors charged McDonald with one count of. Additionally, McDonald raised $1.5 million through equity investment sales in Hercules business while lying, failing to disclose important facts, and more. The Securities and Exchange Commission today announced the filing of a civil injunctive action against James Arthur McDonald, Jr. and his SEC-registered investment adviser firm, Hercules Investments, LLC in connection with two fraudulent securities offerings. Whats your takeaway from GameStop, AMC, Blackberry, etc.? Now he's wanted on fraud charges. And we know that this isnt how a strong economy operates. The fund is for qualified investors only, and as such mimics many of the features of a hedge fund strategy. What the Fed did was to protect the economy from going into the abyss. Our objective is to generate $10 billion for our clients in order for me to buy my football team. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. The complaint also charges McDonald with violating Section 206(4) of the Advisers Act and Rule 206(4)-8 thereunder, which prohibit certain transactions by investment advisers. Web page addresses and e-mail addresses turn into links automatically. Of course, like most of the people brought on by CNBC to explain how the market will react to certain things (like talking heads on any subject on any 24-hour news channel), being generally right about those things was not a booking requirement. In late 2020, McDonald lost between $30 million and $40 million of Hercules client money after adopting "a risky short position" based on his wrong prediction that the stock market would drop. Having traded more than $10 billion worth of options in his 26-year career, McDonald says speculative excess is rampant, citing bitcoin, the SPAC boom, Reddit/GameStop, and elevated valuations. Greg Bartalos (@gregorianchance) is editor of New York City-based RIA Intel. Subscribe to RIA Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn. 165 Broadway 23rd Floor New York City NY, 10006 *by appointment only. McDonald falsely represented that investor funds would be used to expand Herculess business, lied about the firms financial condition, and failed to disclose that he had promised Hercules clients that the firm would repay earlier losses. Whats the bear case predicated on? Prosecutors allege that McDonald concealed massive financial losses from some clients and used some investment money for personal expenses, spending some of it at a Porsche dealership and on a website that sells designer menswear. There are hundreds of companies in the small cap space that dont have the cash to pay their debt. PHILADELPHIA COP WHO SHOT UNARMED BLACK MOTORIST BEGINS TRIAL. McDonald will discuss why investors should be prepared for a looming 2021 stock market crash, after an unprecedented stock market surge since the March 2020 Covid-19-driven stock market lows. A conversation about economies, markets, wage inequality, Congress, crypto, and more. Got a confidential news tip? Today, James not only discusses all things volatility but also explains different risk-related techniques professionals can use to keep clients comfortable with their portfolios in the market.. $0 BAHAMAS 386 (SG458) - Alexander Graham Bell (pb10456) Stamps Caribbean Bahamas (1973-Now) Fri, Feb 12. Key stock indexes, which are market cap based, are near record highs. The SEC filed a civil injunctive action against James Arthur McDonald, Jr. and Hercules Investments, LLC in relation to fraudulent securities offerings. McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. And while recognizing that each investors needs are distinct, on balance what percentage of a portfolio should this comprise? Contact our office today to discuss your case. By Greg Bartalos February 05, 2021 James McDonald (Courtesy photo) One hundred million viewers are expected to tune into Sunday's Super Bowl between the defending champion Kansas City Chiefs and Tampa . Furthermore, index options provide compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts.". Scott Gamm LOS ANGELES, Oct. 10, 2019 /PRNewswire/ -- Award-winning derivatives investment management executive James A. McDonald, Jr. today announced that he has launched Hercules Investments LLC, a Los Angeles-based Registered Investment Advisor. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. We are able to provide uncorrelated growth, meaning our strategies do not depend on equity markets continuing to rise in order to accomplish gains. James McDonald from Hercules Investments and James Camp, Eagle Asset Management director of strategic income and managing director of fixed income, discuss the impact of the $1.9 trillion. We do this because we invest in index options, which give us the flexibility to purchase contracts that rise in value when markets fall and to own very misunderstood and often overlooked asset class volatility. Its not a doomsday picture, but markets are priced right now as if all economic engines are fully up and running. Market data provided by Factset. On September 21, 2022, the SEC announced charges against James Arthur McDonald, Jr. and his SEC-registered investment adviser firm, Hercules Investments, LLC in connection with two fraudulent securities offerings. James McDonald from Hercules Investments, and James Camp, Eagle Asset Management director of strategic income and managing director of fixed income, join 'The Exchange' to discuss the impact . The attorneys at ChapmanAlbin are licensed to practice law in Ohio and Michigan. When facing allegations such as these, its best not to be seen on TV. Or before an SEC investigator. Covid-19 continues to spread rapidly and the vaccine rollout has been slower-than-expected, which is a worrisome combination for the economy and the stock market., The discussion will be streamed via Zoom at this link: https://us02web.zoom.us/webinar/register/WN_guvDkdmgQcy4-HcSuTnb1Q. I think we will retest the previous lows of last March before buying comes back in. The affidavit of service states that the summons and complaint were served on James McDonald by service to Beatriz Lima, "as person in charge of the place of business / authorized to accept service on behalf of Hercules Investments, LLC, a California limited liability company at 1718 18 Harriman Lane, #A, Redondo Beach, CA 90278." 2023 FOX News Network, LLC. Buckhead Tower, Suite 400 3399 Peachtree Rd. "These are incredibly uncertain times for the stock market and for investors," said James. His demeanor was professional and pleasant and I would not hesitate to use him in future matters. Small businesses that are in a world of hurt right now as if all economic engines are fully and! Cap based, are near record highs philadelphia COP who SHOT UNARMED BLACK MOTORIST BEGINS TRIAL $... Quant Research-Driven investment Strategies for investors, james mcdonald hercules investments wife quot ; said James ) is editor of York! 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