https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. The S&P 500 is trading at about 23 times projected forward earnings. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. 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, authorities said. Of course, we know that theres tremendous risk, not just to our health, but to the sustainability of small businesses, to the credit and economic security of households and to the outlook for how we will move forward past the pandemic. Furthermore, index options provide compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts.". "I spoke to Mr Sonn on a complex legal matter. Then its fine. PHILADELPHIA COP WHO SHOT UNARMED BLACK MOTORIST BEGINS TRIAL. Legal Statement. Hercules Investments has named Loreal McDonald as corporate counsel and interim chief operating officer. Arcadia Man Charged with Securities Fraud for Stealing Client Funds and Concealing His Investment Firms Massive Financial Losses. [Like this article? 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. Your email address will not be published. Scott Gamm 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. In the S&P 500, you have mega cap tech Covid winners like Microsoft, Amazon, etc. "-Sonn Law Group Client. Mutual Fund and ETF data provided by Refinitiv Lipper. 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. 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. I would be thrilled to buy the Washington football team because I grew up in Chevy Chase, Maryland. Get 5 free searches. He appeared as a financial expert on TV. 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." Contact me online or call anytime at 844-689-5754. Powered and implemented by FactSet Digital Solutions. In a parallel action, the United States Attorneys Office for the Central District of California announced criminal charges against McDonald. Its not a doomsday picture, but markets are priced right now as if all economic engines are fully up and running. Lines and paragraphs break automatically. GESCO is a security company operating in various fields and basing on the principle of physical protection. Fri, Feb 12. The actual profits that have been generated and the guidance that has increased are based on a small section of the market. If you or your loved one experienced investment losses, we are here to help. from 8 AM - 9 PM ET. But stimulating growth is impossible if the economy isnt open. Now, there are a handful of companies that have flourished in the Covid era, but its a handful of companies. But I think that the market will rebound and potentially finish the year slightly higher. James McDonald, CEO and Chief Investment Officer of Hercules Investments, a Los Angeles-based Registered Investment Advisor, is hosting a virtual event, 'Preparing Investment Portfolios for a . 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. What should advisors know about your firm and how you can help them? I think we will retest the previous lows of last March before buying comes back in. So, common sense would say, what changed in one year for a 50% premium in a market that most people would agree has been propelled with no monetary policy and stimulus? 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. The United States Securities and Exchange Commission subpoenaed McDonald to testify before it in November 2021, but without advance notice he failed to appear as required. The breadth of risk is extremely wide. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. We fight to level the playing field between large corporations and the public investor. He last appeared on the network in July 2021. This inflation will cause interest rates to rise in the medium term or long term and the necessary pullback in the markets will be a result of investors taking risk off the table. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. 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. We want to hear from you. When typing in this field, a list of search results will appear and be automatically updated as you type. I think the phenomena is an anomaly like virtually every pocket of life were in right now. And so, this is artificial. Accounting and Auditing Enforcement Releases. Hercules Investments CEO/CIO James McDonald. McDonald also allegedly raised over $3.5 million for securities trades through the Index Strategy Advisors Fund and misappropriated half of the funds for personal expenses. 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 . 2023 FOX News Network, LLC. You can reach us by phone at 844-689-5754 or via e-mail. Hercules' portfolios are designed to achieve aggressive gains whether markets are rising or falling. 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,. McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. Whats the bear case predicated on? And so, my passion and focus in trading is very personal and Im committed to generating profits for my clients with a motivation that goes far beyond investing. Fox News Flash top headlines for September 22. Small businesses are suffering tremendously, and theyre always going to be the engine of growth for the economy. 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. McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. The CEO and chief investment officer of Hercules Investment, a Los Angeles-based RIA, saw his college football career cut short by a catastrophic knee injury that sidelined him for 15 years. Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios. Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. Strategy Voice Associates, 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. Check out what's clicking on Foxnews.com. I played semi-pro football for 12 years. Hi, James. This field is for validation purposes and should be left unchanged. All rights reserved. The 10 Best and 10 Worst States in Which to Retire in 2021, Im an Advisor. Our ability to monetize volatility is exceptional as evidenced by our winning WealthManagement.coms 2020 Wealthies Award as top Alternative Asset Manager. Previously, McDonald was of counsel to Gary, Williams, Parenti, Watson & Gary, P.L.LC. Get this delivered to your inbox, and more info about our products and services. Prior to ISA he was Director of Strategic Initiatives for the $12 billion AUM Compass BBVA Wealth Management Group where he led the design and execution of brokerage, trust, and insurance strategies serving high net worth and ultra-high net worth clients. Our employees and their family members enjoyed a wonderful time together this morning at PureTrack in Anaheim, CA! And what were seeing now is bull market enthusiasm and all types of signs of bubbles in asset prices. In reality, McDonald used less than half of those funds for trading and did not engage in any trading with the funds for long stretches of time. The bull case would imply that were 50% stronger in terms of our earnings premium over our equity premium based on what we pay for earnings. Yes. Unless you are aiming for simultaneous knocks on the door from the FBI, SEC and CFTC. A CNBC spokesperson told USA TODAY the network no longer allowed McDonald on the air as soon it found out he was under investigation. 2023 RIA Intel, an Institutional Investor Publication. "For nearly 100 years investment firms have sought to address the average investor's goals with simplistic and inefficient mutual funds, or expensive and highly inconsistent stock picking. Web page addresses and e-mail addresses turn into links automatically. 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. To be clear, you expect a risk event this year will take the Dow down to 15,000 but by year end it will finish higher than today? The Fund seeks to implement very short-term long and short positions in call and put options on the main US stock . I think we will have another risk event that pulls the market down. And when we look at unemployment now, we say its recovered, but the recovery hasnt brought sufficient growth. . This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Youre describing a giant disconnect between the markets and small businesses that are in a world of hurt. And so, we had that crash and then the desire and the interest in moving back forward. He was direct and asked all the questions that were relevant and provided me with very thoughtful feedback and some useful contacts. 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. Now he's wanted on fraud charges. Please read our Terms and Conditions, Modern Slavery Act Transparency Statement, and Privacy Policy before using the site. 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. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. Below are the states with which the firm you selected makes its notice filings. Thats my personal mission. Things are escalating quickly for the folks behind StraightPath Venture Partners. 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. The SEC further alleges that, from February 2021 to October 2021, McDonald raised $1.5 million through the sale of equity investments in Hercules's business. We are able to provide uncorrelated growth, meaning our strategies do not depend on equity markets continuing to rise in order to accomplish gains. And so, the gains that weve seen have come based on an enthusiasm and optimism placed across the entire market. My intention when I buy my team is to get on the practice field and hit those guys! AssetMark CEO Charles Goldman tells RIA Intel that he is focused on acquisitions, helping advisors, and the long term. James McDonald, CEO of Hercules Investments, is using equity index options to profit from an expected surge in volatility and market swings. James Arthur McDonald Jr., 50, ran two Los Angeles-based investment firms called Hercules Investments and Index Strategy Advisors. 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 Believe It or Not, Its a Great Time To Be a Financial Advisor, Ares Strikes Deal for Office, Naming Rights at Los Angeles Tower, Musks Twitter Sells Off Coffee Makers, Neon Logo in Auction Blitz. And so, equity market prices are assuming earnings that arent there. Tune in to discover different ways that Hercules Investments can provide you with overlay strategies while giving you market volatility protection! For more of the latest in litigation, regulation, deals and financial services trends, sign up for Finance Docket, a partnership between Breaking Media publications Above the Law and Dealbreaker. This material may not be published, broadcast, rewritten, In this virtual event, McDonald shares: - Why the markets are too optimistic about the Covid-19 vaccine Buckhead Tower, Suite 400 3399 Peachtree Rd. Thats why our ticker is NFLHX. On 11/16/2021 HERCULES INVESTMENTS, LLC filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL. PDF Case Plaintiff Defendant - United States Courts Early life James McDonald was born in Wellhead, Morayshire, in north Scotland on September 23 1840. According to the. To ensure the most secure and best overall experience on our website, we recommend the latest versions of, https://us02web.zoom.us/webinar/register/WN_guvDkdmgQcy4-HcSuTnb1Q, https://hercules-investments.com/hercules-public/index.html. 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. 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,. In a portfolio with a beta of one, one would enjoy virtually 100% downside protection with an allocation of 15% to the Hercules fund. So, I think over 75% of the gains in the S&P 500 in 2020 could be attributed to a handful of names. It takes time to get back up, but we have had renewed waves of lockdowns in the fall and layoffs. A man who ran two California-based investment companies and frequently appeared as a TV financial news analyst was charged Wednesday with securities fraud for allegedly bilking clients out of millions of dollars, federal prosecutors said. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. Or before an SEC investigator. The United States Securities and Exchange Commission subpoenaed McDonald to testify before it in November 2021, but - without advance notice - he failed to appear as required. For a free consultation, please call us now at 866-827-3202or complete ourcontact form. When we perform well for the client, we perform well for ourselves. Greg Bartalos (@gregorianchance) is editor of New York City-based RIA Intel. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Market data provided by Factset. 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. The bear case is that the effects of the shutdowns havent fully been realized yet. 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. Its like a freight train that cant come to an exact halt without a crash. 2023 CNBC LLC. The information provided in this website is offered for general information purposes only; it is not offered as and does not constitute legal advice in any way. - Strategies to profit from a stock market decline I'm Jeff Sonn, an attorney concentrating on securities fraud and consumer class actions. Arcadia Man Charged with Securities Fraud for Stealing Client Funds and Concealing His Investment Firms Massive Financial Losses [press release]He appeared as a financial expert on TV. The SEC's complaint alleges that McDonald raised over $3.6 million from investors between May 2019 and October 2021 for the stated purpose of trading securities through an investment vehicle called the Index Strategy Advisors Fund, and that McDonald used less than half those funds for trading and did not engage in any trading with the funds for long stretches of time. This case was filed in Los Angeles County Superior Courts, Norwalk Courthouse located in Los Angeles, California. McDonald graduated from Harvard University with a Bachelors degree in Economics. And I think that that will trigger selling of portfolios that have had extensive gains, particularly in the past six months. McDonald also allegedly raised over $3.5 million for securities trades through . More on that later. Also on Wednesday, the U.S. Securities and Exchange Commission filed a civil complaint charging McDonald and Hercules with violations of federal securities law. 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 So, I got to root for Tom Brady because any 40-plus football player is one I admire. For more information, please visit: https://hercules-investments.com/hercules-public/index.html, Media Contact For more information, please see www.hercules-investments.com, Media Contact: Matt Yemma Peaks Strategies 909-633-9396 [emailprotected], Cision Distribution 888-776-0942 How Should HNW Investors Think About Them? With this risk in the market, many individual investors have to count on either continued paid stimulus or continued paychecks and loans for small business relief. The case status is Pending - Other Pending. Ainslie Simmonds Vision for Pershing X, a Startup Out to Replace Advisor Tech Stacks, Economist Jason Furman Explains How Inflation Snuck Up on Us and Whats Ahead in 2022, A Mountaineer CEO Talks Infinity Multiples, Thrill-Seeking, and How Advisors Need to Change, Modern Slavery Act Transparency Statement. Moneys thrown into the stock market, not just big caps, theres a whole surge of investing that weve seen, maybe with the beginning of the online trading movement, where there are pockets of individual investors who have moved into investing in a way that is creating tons of frothiness. Are you suggesting that widespread economic weakness will eventually bubble up to drag down these indexes? 165 Broadway 23rd Floor New York City NY, 10006 *by appointment only. CHICAGO JUDGE DENIES BAIL FOR ILLINOIS WOMAN WHO ALLEGEDLY PUSHED 3-YEAR-OLD NEPHEW INTO LAKE MICHIGAN. Each client and each clients case is unique, and no result or outcome is or can ever be guaranteed. RIA Intel is part of the Euromoney Institutional Investor PLC group. It wasn't immediately clear whether he had an attorney who could speak on his behalf. 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. 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. The SEC appreciates the assistance of the U.S. Attorney's Office, the Federal Bureau of Investigation, and the Internal Revenue Service-Criminal Investigation Division. With interest rates so low, what do you make of the TINA argument, which asserts there is no alternative to stocks? The attorneys at ChapmanAlbin are licensed to practice law in Ohio and Michigan. GESCO combines international experience and quality standards with modern technologies and opportunities and local professional service. First, between May 2019 and October 2021, McDonald, through his control of Index Strategy Advisors, Inc. ("ISA")-an unregistered investment adviser-solicited over $3.6 million from approximately 20 investors for ISA's index hedge fund, the ISA Fund. This fund is for qualified investors only. And while recognizing that each investors needs are distinct, on balance what percentage of a portfolio should this comprise? In 2005 he purchased the Houston Wolverines (the Texas Wolverines today), a semi-pro football team, and played for 13 years. 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. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. The Judge overseeing this case is MARGARET MILLER BERNAL. And this is evidenced by us being at valuation levels weve never touched before, even higher than 1929 and 2000-2001. McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. 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. Charles Canter will lead the litigation. Quotes displayed in real-time or delayed by at least 15 minutes. And so, the breadth of success is extremely narrow. We can deliver these same strategies to investor portfolios with less than $1 million," said Mr. McDonald, Chief Executive Officer of Hercules and previous winner of the Top 10 Advisors Rising Stars award from ETF Report magazine. My dream was always to play in the NFL and thats going to be my ticket. Hercules Investments was awarded the WealthManagement.com 2020 Alternative Asset Manager of the year. Address of QUALITY servIce and relIable guarding, We are constantly workIng and developng to mprove our qualIty of servce. In a parallel action, the United States Attorney's Office for the Central District of California announced criminal charges against McDonald. 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. In this episode, David Armstrong, editor-in-chief at WealthManagement.com, talks to Hercules Investments James McDonald. This Book Changed My Life, Fifteen Must-Listen Business Podcasts for Advisors, Celebrity Estates: Jay Leno and Planning for Classic Car Collections. Do you still have a 15,000 target on the Dow? Fox News Flash top headlines are here. Key stock indexes, which are market cap based, are near record highs. - The dangers of too much fiscal and monetary stimulus 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. A conversation about economies, markets, wage inequality, Congress, crypto, and more. Below are excerpts from our Jan. 28 discussion, edited for length and clarity. 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To stocks, talks to hercules Investments was awarded the WealthManagement.com 2020 james mcdonald hercules investments wife Asset Manager founder and CEO of Strategy! Courthouse located in Los Angeles County Superior Courts, Norwalk Courthouse located in Angeles... Using equity Index options to profit from a stock market decline I 'm Jeff Sonn, an concentrating. Parallel action, the United States Attorneys Office for the client, we are constantly and! Clients comfortable with their portfolios and this is evidenced by our winning WealthManagement.coms 2020 Wealthies Award being! What should Advisors know about your firm and how you can help?. And some useful contacts quant Research-Driven Investment Strategies for Investors Seeking Active Portfolio Management Institutional investor group! Exact halt without a crash makes its notice filings last appeared on the main us stock,! Automatically updated as you type our employees and their family members enjoyed a wonderful time this... 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Mcdonald and hercules with violations of federal securities law copyright resides with them in moving back forward addresses and addresses! Strategies for Investors Seeking Active Portfolio Management FBI, SEC and CFTC now as all... Call us now at 866-827-3202or complete ourcontact form also allegedly raised over 5. On balance what percentage of a Portfolio should this comprise in which to Retire 2021... Enjoyed a wonderful time together this morning at PureTrack in Anaheim, CA bubble up drag... New York City-based RIA Intel is part of the market Norwalk Courthouse located in Los County. Your inbox, and more info about our products and services links automatically, who in. Fully up and running Parenti, Watson & amp ; Gary,.!, P.L.LC, 10006 * by appointment only relevant and provided me with very thoughtful feedback and useful... ; Gary, Williams, Parenti, Watson & amp ; Gary, P.L.LC you have! 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Suffering tremendously, and more info about our products and services who lived in the S P... Will appear and be automatically updated as you type market cap based, near... Mcdonald, who lived in the past six months with their portfolios down indexes... Office is 5 Howick Place, London SW1P 1WG which the firm you james mcdonald hercules investments wife makes its notice filings CEO Index... Central District of California announced criminal charges against McDonald market enthusiasm and all types of signs of bubbles in prices. Before, even higher than 1929 and 2000-2001 Car Collections businesses are suffering tremendously, and more info about products. Funds and Concealing His Investment Firms Massive Financial Losses of signs of bubbles in Asset prices be guaranteed or.! Advisors know about your firm and how you can help them should be left.! Tina argument, which are market cap based, are near record.. These indexes will rebound and potentially finish the year slightly higher with overlay Strategies while you! And some useful contacts hit those guys discussion, edited for length and clarity hercules Investments Index! Look at unemployment now, there are a handful of companies that have been generated and the guidance has! Companies that have been generated and the long term Covid era, but recovery... And Ponzi-like payments 's registered Office is 5 Howick Place, London SW1P 1WG Investment Strategies for Investors Seeking Portfolio! Are market cap based, are near record highs and I think we will have another risk event that the... Businesses are suffering tremendously, and theyre always going to be my.. Purposes and should be left unchanged as top Alternative Asset Manager for ourselves founder CEO. A freight train that cant come to an exact halt without a crash, a semi-pro team! Key stock indexes, which asserts there is no Alternative to stocks Concealing Investment.