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. South Ozone Park, New York, United States View. Any reference to past cases or successes made herein should not be construed as a guarantee of any future outcome. 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. CHICAGO--(BUSINESS WIRE)--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 2021 Stock Market Crash, on Thursday, January 14, 2021 at 3pm EST. 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. McDonald graduated from Harvard University with a Bachelors degree in Economics. And I think that that is much of whats happened in the macro as well. To what extent do multiples deserve to be elevated given ultralow interest rates? Federal prosecutors charged McDonald with one count of. McDonald, who faces up to 20 years imprisonment if convicted, is believed to be in hiding, the U.S. Attorneys office said in a news release. 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. 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. 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. That would be a doubling from the low. This field is for validation purposes and should be left unchanged. And even still, there is the risk of mutations, the continuation of sickness, hospitalizations, and fear will cause stagnation for the reopening concept. Sign up for free newsletters and get more CNBC delivered to your inbox. 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. Also on Wednesday, the U.S. Securities and Exchange Commission filed a civil complaint charging McDonald and Hercules with violations of federal securities law. Hercules Investments CEO/CIO James McDonald. Quotes displayed in real-time or delayed by at least 15 minutes. He last appeared on the network in July 2021. The Hercules Fund aims to generate positive returns during times of rising and falling stock markets. How does it factor into your life? AssetMark CEO Charles Goldman tells RIA Intel that he is focused on acquisitions, helping advisors, and the long term. We deliver these strategies through NFLHX. But stimulating growth is impossible if the economy isnt open. And so, this is artificial. I think we will retest the previous lows of last March before buying comes back in. A frequent lecturer and conference speaker, he is a nationally-recognized expert on the topics of macroeconomics, event-driven investing, growth investing, portfolio construction, index investing, exchange-traded funds, digital currencies, and index . We want to hear from you. I played semi-pro football for 12 years. 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 Market data provided by Factset. 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. Very few recessions and market collapses have recovered in the time period that we saw in 2020. Get 5 free searches. https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. In a portfolio with a beta of one, one would enjoy virtually 100% downside protection with an allocation of 15% to the Hercules fund. This Book Changed My Life, Fifteen Must-Listen Business Podcasts for Advisors, Celebrity Estates: Jay Leno and Planning for Classic Car Collections. If you or your loved one experienced investment losses, we are here to help. Tax Advantages Are a Selling Point for Investment in CRE. 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. This case was filed in Los Angeles County Superior Courts, Norwalk Courthouse located in Los Angeles, California. 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. 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,. 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. His demeanor was professional and pleasant and I would not hesitate to use him in future matters. The actual profits that have been generated and the guidance that has increased are based on a small section of the market. 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. This fund is for qualified investors only. 2023 RIA Intel, an Institutional Investor Publication. This field is for validation purposes and should be left unchanged. For more information, please see www.hercules-investments.com, Media Contact: Matt Yemma Peaks Strategies 909-633-9396 [emailprotected], Cision Distribution 888-776-0942 Or, you know, anywhere, really. Below are excerpts from our Jan. 28 discussion, edited for length and clarity. Our strategies offer downside protection and even potential upside gains with protracted market downturns. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. 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. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. 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. Required fields are marked *. According to the. He was direct and asked all the questions that were relevant and provided me with very thoughtful feedback and some useful contacts. Greg Bartalos (@gregorianchance) is editor of New York City-based RIA Intel. GESCO is a security company operating in various fields and basing on the principle of physical protection. 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. Buckhead Tower, Suite 400 3399 Peachtree Rd. 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. 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. 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. More on that later. 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 uncertainty around COVID-19 and risks of rising inflation were the impetus for launching the fund. So, I got to root for Tom Brady because any 40-plus football player is one I admire. Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios. 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. I would be thrilled to buy the Washington football team because I grew up in Chevy Chase, Maryland. Hi, James. Previously, McDonald was of counsel to Gary, Williams, Parenti, Watson & Gary, P.L.LC. These filings are called "notice filings". The potential for growth is there, but the conditions for growth are not because we are artificially providing income. 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 . The S&P 500 is trading at about 23 times projected forward earnings. On 11/16/2021 HERCULES INVESTMENTS, LLC filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL. Number 8860726. 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. Its an all-weather strategy. And this is evidenced by us being at valuation levels weve never touched before, even higher than 1929 and 2000-2001. For more information, please visit: https://hercules-investments.com/hercules-public/index.html, Media Contact But I think that the market will rebound and potentially finish the year slightly higher. Meanwhile, sophisticated investors including institutional firms, insurance companies, and ultra-high net worth individuals have sought higher returns during growth phases and greater protection during recessionary phases by utilizing derivatives, particularly options," said James McDonald, who also serves as the firm's Chief Investment Officer. Accounting and Auditing Enforcement Releases. Powered and implemented by FactSet Digital Solutions. 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. Furthermore, index options provide compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts.". The Sonn Law Group is currently investigating allegations surrounding James Arthur McDonald, Jr. or Hercules Investments, LLC. Things are escalating quickly for the folks behind StraightPath Venture Partners. CHICAGO JUDGE DENIES BAIL FOR ILLINOIS WOMAN WHO ALLEGEDLY PUSHED 3-YEAR-OLD NEPHEW INTO LAKE MICHIGAN. 2023 FOX News Network, LLC. Address of QUALITY servIce and relIable guarding, We are constantly workIng and developng to mprove our qualIty of servce. In this virtual event, McDonald shares: - Why the markets are too optimistic about the Covid-19 vaccine Thats why our ticker is NFLHX. James Arthur McDonald Jr., 50, was charged with one count of fraud for bilking clients out of millions of dollars on Sept. 21, 2022. from 8 AM - 9 PM ET. Please note: We are unable to take cases with losses of less than $50,000. Describe the ideal client profile. Are you suggesting that widespread economic weakness will eventually bubble up to drag down these indexes? 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.. Lets call it artificial income and artificial credit for small businesses that are keeping the economy alive. This material may not be published, broadcast, rewritten, or redistributed. "I spoke to Mr Sonn on a complex legal matter. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Hercules Investments has named Loreal McDonald as corporate counsel and interim chief operating officer. Please read our Terms and Conditions, Modern Slavery Act Transparency Statement, and Privacy Policy before using the site. 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