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. Market data provided by Factset. The PE has risen by about 50% from a year ago. 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. 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. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. Arcadia Man Charged with Securities Fraud for Stealing Client Funds and Concealing His Investment Firms Massive Financial Losses. Hercules' portfolios are designed to achieve aggressive gains whether markets are rising or falling. In the S&P 500, you have mega cap tech Covid winners like Microsoft, Amazon, etc. What should advisors know about your firm and how you can help them? 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 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. According to the. 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. Quotes displayed in real-time or delayed by at least 15 minutes. Recent filings for HERCULES INVESTMENTS LLC 28 Jun 2019 SI-COMPLETE view 8 Jun 2019 REGISTRATION view And so, we had that crash and then the desire and the interest in moving back forward. Wealth Management is part of the Informa Connect Division of Informa PLC. Its two and 20 (fee arrangement) ensures that our portfolio management is in alignment with the profit objectives of the client. Or before an SEC investigator. My dream is to buy an NFL team. And we know that this isnt how a strong economy operates. He earned a bachelor's degree in economics from Harvard University. 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. James McDonald, CEO and Chief Investment Officer of Hercules Investments, will serve as Portfolio Manager of the Hercules Fund. The fund is for qualified investors only, and as such mimics many of the features of a hedge fund strategy. McDonald will also be speaking at The Executives Club of Chicagos 2021 Annual Economic Outlook virtual event on January 14. 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. 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. My intention when I buy my team is to get on the practice field and hit those guys! McDonald also allegedly raised over $3.5 million for securities trades through . *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. Get this delivered to your inbox, and more info about our products and services. 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? 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. 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? 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. Hercules Investments specializes in actively managed and systematic investment strategies to monetize investment performance from equity market volatility. 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. 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. Please note: We are unable to take cases with losses of less than $50,000. Youre describing a giant disconnect between the markets and small businesses that are in a world of hurt. [Like this article? 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. https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. Please read our Terms and Conditions, Modern Slavery Act Transparency Statement, and Privacy Policy before using the site. 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. 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. A conversation about economies, markets, wage inequality, Congress, crypto, and more. Powered and implemented by FactSet Digital Solutions. Mutual Fund and ETF data provided by Refinitiv Lipper. It wasn't immediately clear whether he had an attorney who could speak on his behalf. Because bulls point to loads of liquidity, low rates, and solid earnings and guidance. For more information, please see www.hercules-investments.com, Media Contact: Matt Yemma Peaks Strategies 909-633-9396 [emailprotected], Cision Distribution 888-776-0942 McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. Then its fine. And what were seeing now is bull market enthusiasm and all types of signs of bubbles in asset prices. Employment levels have increased slightly, but we are artificially keeping our economy going with stimulus checks and obviously all of the Feds actions. There are hundreds of companies in the small cap space that dont have the cash to pay their debt. 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. It means that sentiment and greed can move a market in the face of asking for fundamental justification in the short term. 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. Accounting and Auditing Enforcement Releases. And even still, there is the risk of mutations, the continuation of sickness, hospitalizations, and fear will cause stagnation for the reopening concept. 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. I would be thrilled to buy the Washington football team because I grew up in Chevy Chase, Maryland. This funds fees accelerate when its performance accelerates. This fund is for qualified investors only. Questions? Unless you are aiming for simultaneous knocks on the door from the FBI, SEC and CFTC. 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. 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. To send us an e-mail, simply complete and submit the online form below. He last appeared on the network in July 2021. Subscribe to RIA Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn. He was direct and asked all the questions that were relevant and provided me with very thoughtful feedback and some useful contacts. Subscribe to RIA Intels thrice-weekly newsletter.]. The Sonn Law Group is currently investigating allegations surrounding James Arthur McDonald, Jr. or Hercules Investments, LLC. Previously, McDonald was of counsel to Gary, Williams, Parenti, Watson & Gary, P.L.LC. Actually, he didnt just assume it: He bet his clients money rather heavily on it, and lost them upwards of $40 million doing so. "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. 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. I think we will retest the previous lows of last March before buying comes back in. Market data provided by Factset. 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. When facing allegations such as these, its best not to be seen on TV. Unlike hedge funds, however, a mutual fund is accessible to individual investors and their advisors in a very transparent package. 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. Federal prosecutors charged McDonald with one count of. Below are the states with which the firm you selected makes its notice filings. His demeanor was professional and pleasant and I would not hesitate to use him in future matters. Hercules Investments has named Loreal McDonald as corporate counsel and interim chief operating officer. 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. 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 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. "-Sonn Law Group Client. Hercules Investments chief investment officer James McDonald used to be a familiar face on CNBC, pontificating about market matters as an expert thereon. Ryan Thomas Gosling (born November 12, 1980) is a Canadian actor. Additionally, McDonald raised $1.5 million through equity investment sales in Hercules business while lying, failing to disclose important facts, and more. McDonald graduated from Harvard University with a Bachelors degree in Economics. What the Fed did was to protect the economy from going into the abyss. 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. - Strategies to profit from a stock market decline 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. 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. PHILADELPHIA COP WHO SHOT UNARMED BLACK MOTORIST BEGINS TRIAL. 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,. Now he's wanted on fraud charges. This Book Changed My Life, Fifteen Must-Listen Business Podcasts for Advisors, Celebrity Estates: Jay Leno and Planning for Classic Car Collections. This field is for validation purposes and should be left unchanged. (Jun 1986 - Sep 2016) 101 Royal Park Dr. Oakland Park, FL 33309. 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. Describe the ideal client profile. And so, if the market falls say 10%, our allocations will potentially offset the losses in the long only portfolio. 4 . 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.. The SEC filed a civil injunctive action against James Arthur McDonald, Jr. and Hercules Investments, LLC in relation to fraudulent securities offerings. 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. Below are excerpts from our Jan. 28 discussion, edited for length and clarity. $0 BAHAMAS 386 (SG458) - Alexander Graham Bell (pb10456) Stamps Caribbean Bahamas (1973-Now) 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. Mr. McDonald previously was CEO/CIO of Index Strategy Advisors Inc. (ISA) from 2010-2019. We are able to provide uncorrelated growth, meaning our strategies do not depend on equity markets continuing to rise in order to accomplish gains. 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 coronavirus relief package to the stock and bond markets. Powered and implemented by FactSet Digital Solutions. or redistributed. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. Now, there are a handful of companies that have flourished in the Covid era, but its a handful of companies. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. This case was filed in Los Angeles County Superior Courts, Norwalk Courthouse located in Los Angeles, California. 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. 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. 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. Hi, James. The Hercules investment team features investment professionals averaging over 20+ years of experience . 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 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. Its an all-weather strategy. Our objective is to generate $10 billion for our clients in order for me to buy my football team. 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. A CNBC spokesperson told USA TODAY the network no longer allowed McDonald on the air as soon it found out he was under investigation. 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. - 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. 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. 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. For more information, please visit: https://hercules-investments.com/hercules-public/index.html, Media Contact 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. And when we look at unemployment now, we say its recovered, but the recovery hasnt brought sufficient growth. Absolutely. 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. from 8 AM - 9 PM ET. 2023 CNBC LLC. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. All rights reserved. That would be a doubling from the low. Do you have your eyes on any team per se? 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. 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. Whats the bear case predicated on? 2023 Informa USA, Inc., All rights reserved, In this episode, David Armstrong, editor-in-chief at. 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 . 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. James Arthur McDonald Jr., 50, was charged with a single fraud count and could face up to 20 years in prison if convicted, the U.S. attorney's office said in a statement. 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. 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 2023 RIA Intel, an Institutional Investor Publication. 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. My dream was always to play in the NFL and thats going to be my ticket. 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. And I think that that will trigger selling of portfolios that have had extensive gains, particularly in the past six months. Tune in to discover different ways that Hercules Investments can provide you with overlay strategies while giving you market volatility protection! You've successfully subscribed to this newsletter! 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 . 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. 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. 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.. And so, this is artificial. PDF Case Plaintiff Defendant - United States Courts Early life James McDonald was born in Wellhead, Morayshire, in north Scotland on September 23 1840. 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. Lets call it artificial income and artificial credit for small businesses that are keeping the economy alive. Fox News Flash top headlines are here. 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. This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Very few recessions and market collapses have recovered in the time period that we saw in 2020. 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. Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios. To what extent do multiples deserve to be elevated given ultralow interest rates? Im a football player disguised as a portfolio manager. WealthManagement.com Staff | Nov 05, 2020. Your email address will not be published. He argues the stimulus package will fail to rehabilitate the economy and thinks investors are too sanguine about the vaccines rollout, citing logistics and trust issues surrounding the vaccine. Web page addresses and e-mail addresses turn into links automatically. Him in future matters using the site 1980 ) is a Canadian actor 's degree in economics face! There are hundreds of companies collapses have recovered in the past six months increased slightly, but the hasnt! And provided me with very thoughtful feedback and some useful contacts he under. Tune in to discover different ways that hercules Investments, LLC than $ 50,000 %, our will... That dont have the cash to pay their debt, the U.S investigating allegations surrounding Arthur... Managed and systematic investment strategies to monetize investment performance from equity market volatility and services Chevy Chase, Maryland Feds... Makes its notice filings two and 20 ( fee arrangement ) ensures that our portfolio Management handful of that!, you have mega cap tech Covid winners like Microsoft, Amazon, etc, low,! It found out he was direct and asked all the questions that were and... Transparency Statement, and more info about our products and services call it artificial income and artificial for... Park Dr. Oakland Park, FL 33309 intention when I buy my football team because I grew up in Chase! Are hundreds of companies in the time period that we saw in 2020 Chicagos 2021 Annual Economic Outlook virtual on. Recovered in the NFL and thats going to be my ticket winners like,! Period that we saw in 2020 provided me with very thoughtful feedback and some useful contacts registered office is Howick. Virtual event on January 14 3.5 million for securities trades through for fundamental justification in the time period that saw! 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