JAMES A MCDONALD JR Agent Address 1718 HARRIMAN LN, REDONDO BEACH, CA, 90278 Directors / Officers JAMES A MCDONALD JR, agent Registry Page https://bizfileonline.sos.ca.gov/sear. This field is for validation purposes and should be left unchanged. For more information, please visit: https://hercules-investments.com/hercules-public/index.html, Media Contact McDonald was CEO of Index Strategy Advisors from 2010 until 2019, when he founded Hercules, which offers market neutral portfolio management, while specializing in high-growth equity index options for clients. I use this blog to bring attention to regulatory filings involving financial advisors, current events in securities and cases in the financial services industry, and to help investors understand their rights and options for financial recovery. 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 because of the COVID-19 pandemic and the results of the U.S. presidential election, the U.S. attorney's office said. PHILADELPHIA COP WHO SHOT UNARMED BLACK MOTORIST BEGINS TRIAL. But stimulating growth is impossible if the economy isnt open. And so, if the market falls say 10%, our allocations will potentially offset the losses in the long only portfolio. For a free consultation, please call us now at 866-827-3202or complete ourcontact form. Im going to play on my own team and practice. Lets call it artificial income and artificial credit for small businesses that are keeping the economy alive. 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. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. 2023 FOX News Network, LLC. With only a few times in history have we had a gap even approaching these levels of GDP growth, equity market prices, corporate profits, equity market prices and PE ratios. Do you have your eyes on any team per se? And, also, relatedly and with the prospect of decades in prison attach, conspiracy and fraud. Subscribe to RIA Intels thrice-weekly newsletter.]. Fair question. Hercules Investments has named Loreal McDonald as corporate counsel and interim chief operating officer. Questions? Fox News Flash top headlines for September 22. And debt has spiraled over 50% higher to GDP than where we were last year this time. Thats why our ticker is NFLHX. Employment levels have increased slightly, but we are artificially keeping our economy going with stimulus checks and obviously all of the Feds actions. For more information, please see www.hercules-investments.com, Media Contact: Matt Yemma Peaks Strategies 909-633-9396 [emailprotected], Cision Distribution 888-776-0942 He was direct and asked all the questions that were relevant and provided me with very thoughtful feedback and some useful contacts. 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,. 2023 RIA Intel, an Institutional Investor Publication. Hercules Investments specializes in actively managed and systematic investment strategies to monetize investment performance from equity market volatility. In 2005 he purchased the Houston Wolverines (the Texas Wolverines today), a semi-pro football team, and played for 13 years. Describe the ideal client profile. With interest rates so low, what do you make of the TINA argument, which asserts there is no alternative to stocks? All rights reserved. Its like a freight train that cant come to an exact halt without a crash. (Jun 1986 - Sep 2016) 101 Royal Park Dr. Oakland Park, FL 33309. The Fund seeks to implement very short-term long and short positions in call and put options on the main US stock . Founded on May 26, 2005, GESCO provides private and corporate security services in various regions of the country including Baku, in accordance with the requirements of ISO 9001, ISO 14001, ISO 45001. Despite the challenges of Covid, equity markets have pushed to all-time highs on most indexes in a fashion that would suggest there is no risk in the market. "-Sonn Law Group Client. We had to save the economy from going off the cliff with us not being able to operate as normal," McDonald said. The S&P 500 is trading at about 23 times projected forward earnings. McDonald graduated from Harvard University with a Bachelors degree in Economics. Lets wrap up with football. How does it factor into your life? Whats your takeaway from GameStop, AMC, Blackberry, etc.? Powered and implemented by FactSet Digital Solutions. Please read our Terms and Conditions, Modern Slavery Act Transparency Statement, and Privacy Policy before using the site. Hercules Investments chief investment officer James McDonald used to be a familiar face on CNBC, pontificating about market matters as an expert thereon. And weve seen, recent examples of how the concentrated energy of small investors can make headlines. Our specialization in volatility is what sets us apart because there are many funds and strategies which offer potential gains in a declining market, but as passive indexes or passive strategy, they are bound to lose money when markets are flat or rising. // Disclaimer. We fight to level the playing field between large corporations and the public investor. The Hercules investment team features investment professionals averaging over 20+ years of experience . Hercules offers qualified clients market neutral portfolio management executed primarily through domestic index options. Youre describing a giant disconnect between the markets and small businesses that are in a world of hurt. Check out what's clicking on Foxnews.com. My dream was always to play in the NFL and thats going to be my ticket. The bear case is that the effects of the shutdowns havent fully been realized yet. 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 . And so, the gains that weve seen have come based on an enthusiasm and optimism placed across the entire market. The equity markets have behaved puzzlingly well in 2020 with the backdrop of a global pandemic and lots of uncertainty around the evolution of the coronavirus and its impact on small businesses, households, and way of life. 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 . It is a risk-hedged growth mutual fund that captures market appreciation and has the potential for great gains when markets fall. You've successfully subscribed to this newsletter! To what extent do multiples deserve to be elevated given ultralow interest rates? Mr. McDonald previously was CEO/CIO of Index Strategy Advisors Inc. (ISA) from 2010-2019. James McDonald, CEO and Chief Investment Officer of Hercules Investments, will serve as Portfolio Manager of the Hercules Fund. On 11/16/2021 HERCULES INVESTMENTS, LLC filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL. Hercules CEO, CNBC Pundit 'In Hiding' Amid Securities Fraud Charges James Arthur McDonald Jr. appears to be on the lam as he faces as much as 20 years in prison for allegedly defrauding. According to the. Fri, Feb 12. And I think that that will trigger selling of portfolios that have had extensive gains, particularly in the past six months. 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. My intention when I buy my team is to get on the practice field and hit those guys! I think we will have another risk event that pulls the market down. More on that later. McDonald, who graduated from Harvard University with an economics degree, expects the Dow will tumble more than 50% to 15,000, a prediction he has made several times since March 2020, before surging to new highs this year. [Like this article? "Robust, quant driven investment strategies are typically only available to Ultra High Net Worth individuals and families with $25 million or more to invest. McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. Now, there are a handful of companies that have flourished in the Covid era, but its a handful of companies. Are you suggesting that widespread economic weakness will eventually bubble up to drag down these indexes? NE Atlanta, GA 30326 *by appointment only. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. According to the complaint, McDonald also appears to have terminated his previous phone and email accounts and told one person that he planned to vanish.. The actual profits that have been generated and the guidance that has increased are based on a small section of the market. In the S&P 500, you have mega cap tech Covid winners like Microsoft, Amazon, etc. GESCO is a security company operating in various fields and basing on the principle of physical protection. $0 BAHAMAS 386 (SG458) - Alexander Graham Bell (pb10456) Stamps Caribbean Bahamas (1973-Now) We want to hear from you. Greg Bartalos (@gregorianchance) is editor of New York City-based RIA Intel. According to the complaint, McDonald falsely represented that investor funds would be used to expand Hercules's business, lied about the firm's financial condition, and failed to disclose that he had promised Hercules clients that the firm would repay earlier losses.
[email protected], Internet Explorer presents a security risk. What the Fed did was to protect the economy from going into the abyss. To send us an e-mail, simply complete and submit the online form below. McDonald will also be speaking at The Executives Club of Chicagos 2021 Annual Economic Outlook virtual event on January 14. The complaint also alleges that McDonald commingled the investor funds with Herculess assets and his personal assets, and used $440,000 of those funds for personal expenses, including to pay his personal credit card bills. Which was great for McDonald, because he apparently really muffed the market response to a Joe Biden victory over Donald Trump two years ago: He assumed that the ousting of an incompetent demagogue would tank things. Small businesses are suffering tremendously, and theyre always going to be the engine of growth for the economy. The Hercules Fund aims to generate positive returns during times of rising and falling stock markets. The SEC alleges that McDonald commingled the investor funds with Hercules assets and his personal assets, and used $440,000 of those funds for personal expenses, including to pay his personal credit card bills. The SEC further alleges that, from February 2021 to October 2021, McDonald raised $1.5 million through the sale of equity investments in Herculess business. Mutual Fund and ETF data provided by Refinitiv Lipper. 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. In a portfolio with a beta of one, one would enjoy virtually 100% downside protection with an allocation of 15% to the Hercules fund. Contact me online or call anytime at 844-689-5754. We deliver these strategies through NFLHX. This funds fees accelerate when its performance accelerates. And while recognizing that each investors needs are distinct, on balance what percentage of a portfolio should this comprise? I think the phenomena is an anomaly like virtually every pocket of life were in right now. Our employees and their family members enjoyed a wonderful time together this morning at PureTrack in Anaheim, CA! The Exchange James McDonald's advice to the next generation Hercules Investments CEO and CIO James McDonald offers his advice to the next generation of Black Americans. The Sonn Law Group is currently investigating allegations surrounding James Arthur McDonald, Jr. or Hercules Investments, LLC. Quotes displayed in real-time or delayed by at least 15 minutes. The SEC filed a civil injunctive action against James Arthur McDonald, Jr. and Hercules Investments, LLC in relation to fraudulent securities offerings. 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. It means that sentiment and greed can move a market in the face of asking for fundamental justification in the short term. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. So, I got to root for Tom Brady because any 40-plus football player is one I admire. Unless you are aiming for simultaneous knocks on the door from the FBI, SEC and CFTC. Required fields are marked *. 2023 CNBC LLC. The SEC's complaint, which was filed in the Central District of California, charges McDonald and Hercules with violating the antifraud provisions of Section 17(a) of the Securities Act of 1933, Section 10(b) of the Securities Exchange Act of 1934 and Rule 10b-5 thereunder, and Sections 206(1) and 206(2) of the Investment Advisers Act of 1940.
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