That would be a doubling from the low. Our strategies offer downside protection and even potential upside gains with protracted market downturns. For a free consultation, please call us now at 866-827-3202or complete ourcontact form. Hercules Investments chief investment officer James McDonald used to be a familiar face on CNBC, pontificating about market matters as an expert thereon. Contact our office today to discuss your case. 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. 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. And so, the breadth of success is extremely narrow. McDonald graduated from Harvard University with a Bachelors degree in Economics. With interest rates so low, what do you make of the TINA argument, which asserts there is no alternative to stocks? My dream is to buy an NFL team. 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 a portfolio with a beta of one, one would enjoy virtually 100% downside protection with an allocation of 15% to the Hercules fund. 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." 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. . The PE has risen by about 50% from a year ago. The ideal client would have a portfolio of stocks that have appreciated with the market and while offering great growth potential is susceptible to a market downturn. Or, you know, anywhere, really. 2023 RIA Intel, an Institutional Investor Publication. Key stock indexes, which are market cap based, are near record highs. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Quotes displayed in real-time or delayed by at least 15 minutes. Your email address will not be published. And I think that that will trigger selling of portfolios that have had extensive gains, particularly in the past six months. Fair question. Our ability to monetize volatility is exceptional as evidenced by our winning WealthManagement.coms 2020 Wealthies Award as top Alternative Asset Manager. 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,. He earned a bachelor's degree in economics from Harvard University. A Division of NBCUniversal. 4 . Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios. The 10 Best and 10 Worst States in Which to Retire in 2021, Im an Advisor. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. 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. Powered and implemented by FactSet Digital Solutions. How does it factor into your life? 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. What should advisors know about your firm and how you can help them? 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. For more information, please visit: https://hercules-investments.com/hercules-public/index.html, Media Contact scott@strategyvoiceassociates.com, Internet Explorer presents a security risk. NE Atlanta, GA 30326 *by appointment only. In this episode, David Armstrong, editor-in-chief at WealthManagement.com, talks to Hercules Investments James McDonald. This field is for validation purposes and should be left unchanged. Today, his ambition is to own a NFL team. Instead, McDonald allegedly misappropriated more than $1 million of the funds for personal expenses, including luxury vehicles and paying rent on his home, and misappropriated more than $2 million of the funds for Ponzi-like payments, payments to his Hercules investment adviser clients and expenses associated with operating Hercules. This material may not be published, broadcast, rewritten, No, Brent Kovars mother didnt have an artificial intelligence supercomputer in her basement, the SEC says. The economy is slowly reopening and more vaccines are reaching people. One hundred million viewers are expected to tune into Sundays Super Bowl between the defending champion Kansas City Chiefs and Tampa Bay Buccaneers. or redistributed. More on that later. 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. Federal prosecutors charged McDonald with one count of. 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: . [Like this article? GESCO is a security company operating in various fields and basing on the principle of physical protection. Hercules Investments provides a growth option for investors who need gains and growth, but we offer an element of downside risk protection because equity markets are disconnected from what we know is GDP contraction, debt, and all the uncertainty that comes along with a mutating virus. Its like a freight train that cant come to an exact halt without a crash. According to the. For more information, please see www.hercules-investments.com, Media Contact: Matt Yemma Peaks Strategies 909-633-9396 [emailprotected], Cision Distribution 888-776-0942 Whats your takeaway from GameStop, AMC, Blackberry, etc.? The Fund seeks to implement very short-term long and short positions in call and put options on the main US stock . 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, 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 filed a civil injunctive action against James Arthur McDonald, Jr. and Hercules Investments, LLC in relation to fraudulent securities offerings. We deliver these strategies through NFLHX. Subscribe to RIA Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn. 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 . 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. It wasn't immediately clear whether he had an attorney who could speak on his behalf. Hercules Investments CEO/CIO James McDonald. He was direct and asked all the questions that were relevant and provided me with very thoughtful feedback and some useful contacts. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. South Ozone Park, New York, United States View. It takes time to get back up, but we have had renewed waves of lockdowns in the fall and layoffs. Employment levels have increased slightly, but we are artificially keeping our economy going with stimulus checks and obviously all of the Feds actions. Quotes displayed in real-time or delayed by at least 15 minutes. This funds fees accelerate when its performance accelerates. 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. "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. *Our firm, in some cases, advance costs and expenses of the case, and in that event, are recovered from the gross recovery of any settlement or verdict. Tune in to discover different ways that Hercules Investments can provide you with overlay strategies while giving you market volatility protection! And so, this is artificial. Get 5 free searches. 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. His demeanor was professional and pleasant and I would not hesitate to use him in future matters. 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. All material subject to strictly enforced copyright laws. RIA Intel is part of the Euromoney Institutional Investor PLC group. 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. He appeared as a financial expert on TV. 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. The Judge overseeing this case is MARGARET MILLER BERNAL. Powered and implemented by FactSet Digital Solutions. - Strategies to profit from a stock market decline The uncertainty around COVID-19 and risks of rising inflation were the impetus for launching the fund. Mr. McDonald previously was CEO/CIO of Index Strategy Advisors Inc. (ISA) from 2010-2019. And so, if the market falls say 10%, our allocations will potentially offset the losses in the long only portfolio. To send us an e-mail, simply complete and submit the online form below. $0 BAHAMAS 386 (SG458) - Alexander Graham Bell (pb10456) Stamps Caribbean Bahamas (1973-Now) Youre describing a giant disconnect between the markets and small businesses that are in a world of hurt. Our objective is to generate $10 billion for our clients in order for me to buy my football team. Very few recessions and market collapses have recovered in the time period that we saw in 2020. Hi, James. The SEC alleges that McDonald, a former guest commentator on CNBC, raised more than $5.1 million from 23 investors and clients, and misappropriated more than $2.9 million of those funds for personal expenses and Ponzi-like payments to earlier investors. WealthManagement.com Staff | Nov 05, 2020. 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. 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 S&P 500 is trading at about 23 times projected forward earnings. Your email address will not be published. James Arthur McDonald Jr., 50, ran two Los Angeles-based investment firms called Hercules Investments and 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. These filings are called "notice filings". 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. "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. 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 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. Absolutely. 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 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 2005 he purchased the Houston Wolverines (the Texas Wolverines today), a semi-pro football team, and played for 13 years. 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 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. 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. Save my name, email, and website in this browser for the next time I comment. McDonald also allegedly raised over $3.5 million for securities trades through . (Jun 1986 - Sep 2016) 101 Royal Park Dr. Oakland Park, FL 33309. 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. Address of QUALITY servIce and relIable guarding, We are constantly workIng and developng to mprove our qualIty of servce. And so, we had that crash and then the desire and the interest in moving back forward. 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. 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. On 11/16/2021 HERCULES INVESTMENTS, LLC filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL. Legal Statement. And this is evidenced by us being at valuation levels weve never touched before, even higher than 1929 and 2000-2001. Small businesses are suffering tremendously, and theyre always going to be the engine of growth for the economy. To what extent do multiples deserve to be elevated given ultralow interest rates? Mutual Fund and ETF data provided by Refinitiv Lipper. Instead, the SEC alleges, McDonald misappropriated more than $1 million of the funds for personal expenses, including luxury vehicles and paying rent on his home, and misappropriated more than $2 million of the funds for Ponzi-like payments, payments to his Hercules' investment adviser clients and expenses associated with operating Hercules. My dream was always to play in the NFL and thats going to be my ticket. 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. Its clock-striking-midnight dealmaking time at the Justice Department. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. James McDonald is a 25-year veteran of the investment industry and was named one of America's top 10 investment advisors by ETF.com in 2012. 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 further alleges that, from February 2021 to October 2021, McDonald raised $1.5 million through the sale of equity investments in Hercules's business. Do you still have a 15,000 target on the Dow? AssetMark CEO Charles Goldman tells RIA Intel that he is focused on acquisitions, helping advisors, and the long term. How Should HNW Investors Think About Them? We represent investors in claims against negligent brokers and brokerage firms. Its two and 20 (fee arrangement) ensures that our portfolio management is in alignment with the profit objectives of the client. 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. 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. 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. The SEC's investigation was conducted by David S. Brown, Carol Kim, and Matthew O. Koop and was supervised by Marc J. Blau in the Los Angeles Regional Office. Then its fine. And I think that that is much of whats happened in the macro as well. 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. Number 8860726. I think we will have another risk event that pulls the market down. 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. The SECs complaint alleges that McDonald raised over $3.6 million from investors between May 2019 and October 2021, which he told investors would be used to trade securities through an investment vehicle called the Index Strategy Advisors Fund. Market data provided by Factset. Please note: We are unable to take cases with losses of less than $50,000. In a parallel action, the United States Attorney's Office for the Central District of California announced criminal charges against McDonald. Unlike hedge funds, however, a mutual fund is accessible to individual investors and their advisors in a very transparent package. 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,. Hercules applies quantitative research to design and actively manage portfolios for investors seeking maximum growth during up or down-market cycles. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. The complaint seeks permanent injunctions, disgorgement with prejudgment interest, and civil penalties against McDonald and Hercules. When we perform well for the client, we perform well for ourselves. 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. PHILADELPHIA COP WHO SHOT UNARMED BLACK MOTORIST BEGINS TRIAL. Please read our Terms and Conditions, Modern Slavery Act Transparency Statement, and Privacy Policy before using the site. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. Wealth Management is part of the Informa Connect Division of Informa PLC. Whats the bear case predicated on? Contact me online or call anytime at 844-689-5754. "Robust, quant driven investment strategies are typically only available to Ultra High Net Worth individuals and families with $25 million or more to invest. Ryan Thomas Gosling (born November 12, 1980) is a Canadian actor. The actual profits that have been generated and the guidance that has increased are based on a small section of the market. And when we look at unemployment now, we say its recovered, but the recovery hasnt brought sufficient growth. 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. Now, there are a handful of companies that have flourished in the Covid era, but its a handful of companies. 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. Below are the states with which the firm you selected makes its notice filings. We want to hear from you. 2023 FOX News Network, LLC. Vaccinating the public will not happen as quickly as most expect. Our emphasis is on index options investing around the U.S domestic large indexes, specifically, the S&P 500, the Russell 2000, and Nasdaq 100. Data is a real-time snapshot *Data is delayed at least 15 minutes. What the Fed did was to protect the economy from going into the abyss. 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. "There's a disconnect between Main Street and Wall Street, but we had to do it. 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. McDonald graduated from Harvard University with a Bachelor's degree in Economics. My intention when I buy my team is to get on the practice field and hit those guys! McDonald will also be speaking at The Executives Club of Chicagos 2021 Annual Economic Outlook virtual event on January 14. The james mcdonald hercules investments wife & P 500, you have mega cap tech Covid winners like,. 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