james mcdonald hercules investments wife

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. 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? There are hundreds of companies in the small cap space that dont have the cash to pay their debt. And what were seeing now is bull market enthusiasm and all types of signs of bubbles in asset prices. PHILADELPHIA COP WHO SHOT UNARMED BLACK MOTORIST BEGINS TRIAL. Registered in England and Wales. Vaccinating the public will not happen as quickly as most expect. Your email address will not be published. But stimulating growth is impossible if the economy isnt open. We are partnering with Nasdaq to put Nasdaq 100 Volatility Index (VOLQ) into our portfolio in a way where investors who have realized great gains from tech can rest assured knowing that in the event of a potential market downturn, our fund will be able to sustain the impact of a declining market and should provide upside. The S&P 500 is trading at about 23 times projected forward earnings. Save my name, email, and website in this browser for the next time I comment. This Book Changed My Life, Fifteen Must-Listen Business Podcasts for Advisors, Celebrity Estates: Jay Leno and Planning for Classic Car Collections. 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. Greg Bartalos (@gregorianchance) is editor of New York City-based RIA Intel. Scott Gamm I played semi-pro football for 12 years. Additionally, McDonald raised $1.5 million through equity investment sales in Hercules business while lying, failing to disclose important facts, and more. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. 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. Lets wrap up with football. And so, equity market prices are assuming earnings that arent there. "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. And this is evidenced by us being at valuation levels weve never touched before, even higher than 1929 and 2000-2001. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. His demeanor was professional and pleasant and I would not hesitate to use him in future matters. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. 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. Powered and implemented by FactSet Digital Solutions. Unlike hedge funds, however, a mutual fund is accessible to individual investors and their advisors in a very transparent package. For more information, please visit: https://hercules-investments.com/hercules-public/index.html, Media Contact This field is for validation purposes and should be left unchanged. 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? Strategy Voice Associates, LLC Thats my personal mission. This field is for validation purposes and should be left unchanged. Contact me online or call anytime at 844-689-5754 SEC Charges James Arthur McDonald, Jr. and His SEC-Registered Investment Adviser Firm, Hercules Investments, LLC with Offering Fraudulent Securities Sonn Law Staff Oct 05, 2022 Posted in Investment Loss Investigations # James Arthur McDonald Jr. . 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. 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. Or before an SEC investigator. The Hercules investment team features investment professionals averaging over 20+ years of experience . The SECs complaint charges McDonald 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. 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,. If markets rise, our fund is managed to match or exceed that growth based on our ability to go long or short with index options. James McDonald, CEO of Hercules Investments, is using equity index options to profit from an expected surge in volatility and market swings. 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. Mutual Fund and ETF data provided by Refinitiv Lipper. PDF Case Plaintiff Defendant - United States Courts Early life James McDonald was born in Wellhead, Morayshire, in north Scotland on September 23 1840. 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 Hercules Fund aims to generate positive returns during times of rising and falling stock markets. Mr. McDonald previously was CEO/CIO of Index Strategy Advisors Inc. (ISA) from 2010-2019. 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. 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. - The dangers of too much fiscal and monetary stimulus Its clock-striking-midnight dealmaking time at the Justice Department. And I think that that is much of whats happened in the macro as well. Tune in to discover different ways that Hercules Investments can provide you with overlay strategies while giving you market volatility protection! The breadth of risk is extremely wide. 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. And so, we had that crash and then the desire and the interest in moving back forward. And so, this is artificial. Federal prosecutors charged McDonald with one count of. - Why volatility as an asset class is key for 2021, Its important for investors to be prepared for stock market volatility, as the economic outlook remains fragile in 2021, McDonald said. And, also, relatedly and with the prospect of decades in prison attach, conspiracy and fraud. He earned a bachelor's degree in economics from Harvard University. Each client and each clients case is unique, and no result or outcome is or can ever be guaranteed. McDonald graduated from Harvard University with a Bachelors degree in Economics. Hercules applies quantitative research to design and actively manage portfolios for investors seeking maximum growth during up or down-market cycles. 2023 Informa USA, Inc., All rights reserved, In this episode, David Armstrong, editor-in-chief at. Market data provided by Factset. 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. In this virtual event, McDonald shares: - Why the markets are too optimistic about the Covid-19 vaccine Because bulls point to loads of liquidity, low rates, and solid earnings and guidance. Contact our office today to discuss your case. Web page addresses and e-mail addresses turn into links automatically. In a parallel action, the United States Attorneys Office for the Central District of California announced criminal charges against McDonald. Are you suggesting that widespread economic weakness will eventually bubble up to drag down these indexes? 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. McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. 2023 CNBC LLC. McDonald will also be speaking at The Executives Club of Chicagos 2021 Annual Economic Outlook virtual event on January 14. 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. Our objective is to generate $10 billion for our clients in order for me to buy my football team. Hercules Investments CEO/CIO James McDonald. Hercules Investments was awarded the WealthManagement.com 2020 Alternative Asset Manager of the year. And so, if the market falls say 10%, our allocations will potentially offset the losses in the long only portfolio. Actually, he didnt just assume it: He bet his clients money rather heavily on it, and lost them upwards of $40 million doing so. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. "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. Because in addition to unemployed, he can also now call himself whistleblower.. 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. 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. 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. This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. I would be thrilled to buy the Washington football team because I grew up in Chevy Chase, Maryland. 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 Hercules Investments specializes in actively managed and systematic investment strategies to monetize investment performance from equity market volatility. 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. $0 BAHAMAS 386 (SG458) - Alexander Graham Bell (pb10456) Stamps Caribbean Bahamas (1973-Now) For a free consultation, please call us now at 866-827-3202or complete ourcontact form. With interest rates so low, what do you make of the TINA argument, which asserts there is no alternative to stocks? "-Sonn Law Group Client. You can reach us by phone at 844-689-5754 or via e-mail. Its an all-weather strategy. 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. We deliver these strategies through NFLHX. 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. How Hercules Investments capitalizes on systematic volatility; The companys risk-hedging technique designed to help financial advisors and clients; How James McDonalds firm helps financial advisors grow their prospects; Hercules Investments ideal client as those who got aggressive growth goals; Allowed HTML tags:


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