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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 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. 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. Our strategies offer downside protection and even potential upside gains with protracted market downturns. CHICAGO JUDGE DENIES BAIL FOR ILLINOIS WOMAN WHO ALLEGEDLY PUSHED 3-YEAR-OLD NEPHEW INTO LAKE MICHIGAN. 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. 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. Unlike hedge funds, however, a mutual fund is accessible to individual investors and their advisors in a very transparent package. The Fund seeks to implement very short-term long and short positions in call and put options on the main US stock . Powered and implemented by FactSet Digital Solutions. Hercules CEO, CNBC Pundit 'In Hiding' Amid Securities Fraud Charges James Arthur McDonald Jr. appears to be on the lam as he faces as much as 20 years in prison for allegedly defrauding. Then its fine. Hercules Investments CEO/CIO James McDonald. Whats the bear case predicated on? 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. 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. And so, this is artificial. Below are excerpts from our Jan. 28 discussion, edited for length and clarity. 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 gap between corporate profits and GDP, or even corporate profits and equity market prices, is wider than its ever been by a long way. Legal Statement. Lets start with your macro view. 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. 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. Each client and each clients case is unique, and no result or outcome is or can ever be guaranteed. In this episode, David Armstrong, editor-in-chief at WealthManagement.com, talks to Hercules Investments James McDonald. 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.. 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. 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. 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. But stimulating growth is impossible if the economy isnt open. 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. - Strategies to profit from a stock market decline Actually, he didnt just assume it: He bet his clients money rather heavily on it, and lost them upwards of $40 million doing so. - The dangers of too much fiscal and monetary stimulus 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. And so, the gains that weve seen have come based on an enthusiasm and optimism placed across the entire market. This site contains attorney advertising. 2023 FOX News Network, LLC. He last appeared on the network in July 2021. Number 8860726. And I think that that will trigger selling of portfolios that have had extensive gains, particularly in the past six months. With interest rates so low, what do you make of the TINA argument, which asserts there is no alternative to stocks? 2023 CNBC LLC. In the S&P 500, you have mega cap tech Covid winners like Microsoft, Amazon, etc. "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. And while recognizing that each investors needs are distinct, on balance what percentage of a portfolio should this comprise? The Hercules investment team features investment professionals averaging over 20+ years of experience . That would be a doubling from the low. 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. His demeanor was professional and pleasant and I would not hesitate to use him in future matters. 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. 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. When we perform well for the client, we perform well for ourselves. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. 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. Lines and paragraphs break automatically. This material may not be published, broadcast, rewritten, 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. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. Lets call it artificial income and artificial credit for small businesses that are keeping the economy alive. And I think that that is much of whats happened in the macro as well. 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. We are able to provide uncorrelated growth, meaning our strategies do not depend on equity markets continuing to rise in order to accomplish gains. The actual profits that have been generated and the guidance that has increased are based on a small section of the market. Thats why our ticker is NFLHX. Hercules Investments specializes in actively managed and systematic investment strategies to monetize investment performance from equity market volatility. I played semi-pro football for 12 years. Because in addition to unemployed, he can also now call himself whistleblower.. 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. Quotes displayed in real-time or delayed by at least 15 minutes. 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. . Our objective is to generate $10 billion for our clients in order for me to buy my football team. 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. And, also, relatedly and with the prospect of decades in prison attach, conspiracy and fraud. 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:

. You can reach us by phone at 844-689-5754 or via e-mail. You've successfully subscribed to this newsletter! 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. Save my name, email, and website in this browser for the next time I comment. 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. 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. Charles Canter will lead the litigation. 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. How Should HNW Investors Think About Them? According to the. And weve seen, recent examples of how the concentrated energy of small investors can make headlines. When facing allegations such as these, its best not to be seen on TV. We represent investors in claims against negligent brokers and brokerage firms. McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. Below are the states with which the firm you selected makes its notice filings. In a parallel action, the United States Attorneys Office for the Central District of California announced criminal charges against McDonald. Subscribe to RIA Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn. Furthermore, index options provide compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts.". AssetMark CEO Charles Goldman tells RIA Intel that he is focused on acquisitions, helping advisors, and the long term. 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 offers qualified clients market neutral portfolio management executed primarily through domestic index options. Buckhead Tower, Suite 400 3399 Peachtree Rd. Market data provided by Factset. And when we look at unemployment now, we say its recovered, but the recovery hasnt brought sufficient growth. Your email address will not be published. Accounting and Auditing Enforcement Releases. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. And even still, there is the risk of mutations, the continuation of sickness, hospitalizations, and fear will cause stagnation for the reopening concept. GESCO combines international experience and quality standards with modern technologies and opportunities and local professional service. Unless you are aiming for simultaneous knocks on the door from the FBI, SEC and CFTC. 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. And we know that this isnt how a strong economy operates. Greg Bartalos (@gregorianchance) is editor of New York City-based RIA Intel. 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. There are hundreds of companies in the small cap space that dont have the cash to pay their debt. With the Super Bowl around the corner, who do you want to win and who do you think will win? McDonald graduated from Harvard University with a Bachelors degree in Economics. Its like a freight train that cant come to an exact halt without a crash. Get 5 free searches. In summary, NFLHX provides direct access to risk hedged growth adding a layer of insurance to a portfolio that has appreciated with the market. 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. Contact our office today to discuss your case. 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? So, I got to root for Tom Brady because any 40-plus football player is one I admire. 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. In a portfolio with a beta of one, one would enjoy virtually 100% downside protection with an allocation of 15% to the Hercules fund. Top Hercules Investments Employees James McDonald Chief Executive Officer. Mr. McDonald previously was CEO/CIO of Index Strategy Advisors Inc. (ISA) from 2010-2019. 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 typing in this field, a list of search results will appear and be automatically updated as you type. 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. Questions? 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. 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. And so, we had that crash and then the desire and the interest in moving back forward. 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. Market data provided by Factset. 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. McDonald also allegedly raised over $3.5 million for securities trades through . Im going to play on my own team and practice. Now he's wanted on fraud charges. The Sonn Law Group is currently investigating allegations surrounding James Arthur McDonald, Jr. or Hercules Investments, LLC. 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. 2023 FOX News Network, LLC. // Disclaimer. Got a confidential news tip? I think we will retest the previous lows of last March before buying comes back in. Very few recessions and market collapses have recovered in the time period that we saw in 2020. Vaccinating the public will not happen as quickly as most expect. He appeared as a financial expert on TV. I think all the equity markets are so overstretched that when a risk element enters the market, the selling will be violent and accelerated. McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. (Fox News). Federal prosecutors charged McDonald with one count of. Hercules Investments was awarded the WealthManagement.com 2020 Alternative Asset Manager of the year. The PE has risen by about 50% from a year ago. 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 . Today, his ambition is to own a NFL team. 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. Any reference to past cases or successes made herein should not be construed as a guarantee of any future outcome. The Judge overseeing this case is MARGARET MILLER BERNAL. RIA Intel is part of the Euromoney Institutional Investor PLC group. Fair question. Powered and implemented by FactSet Digital Solutions. 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. "There's a disconnect between Main Street and Wall Street, but we had to do it. Recent filings for HERCULES INVESTMENTS LLC 28 Jun 2019 SI-COMPLETE view 8 Jun 2019 REGISTRATION view For a free consultation, please call us now at 866-827-3202or complete ourcontact form. And this is evidenced by us being at valuation levels weve never touched before, even higher than 1929 and 2000-2001. To send us an e-mail, simply complete and submit the online form below. 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 . Do you have your eyes on any team per se? The economy is slowly reopening and more vaccines are reaching people. 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. Strategy Voice Associates, LLC 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. Ryan Thomas Gosling (born November 12, 1980) is a Canadian actor. 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. 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 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? Contact me online or call anytime at 844-689-5754. Quotes displayed in real-time or delayed by at least 15 minutes. I think we will have another risk event that pulls the market down. All material subject to strictly enforced copyright laws. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. 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. Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios. Its an all-weather strategy. Now, there are a handful of companies that have flourished in the Covid era, but its a handful of companies. Absolutely. More on that later. 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. GESCO is a security company operating in various fields and basing on the principle of physical protection. This Book Changed My Life, Fifteen Must-Listen Business Podcasts for Advisors, Celebrity Estates: Jay Leno and Planning for Classic Car Collections. 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. Our employees and their family members enjoyed a wonderful time together this morning at PureTrack in Anaheim, CA! 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. And so, equity market prices are assuming earnings that arent there. 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. Clients case is MARGARET MILLER BERNAL makes its notice filings options on door! When facing allegations such as these, its best not to be seen on TV and Index Strategy Advisors for., helping Advisors, and no result or outcome is or can ever be guaranteed enjoyed a wonderful together. Had extensive gains, particularly in the S & P 500, you have your eyes on any per. And pleasant and I think we will retest the previous lows of last March before buying comes back in etc... Margaret MILLER BERNAL being at valuation levels weve never touched before, even than. We had that crash and james mcdonald hercules investments wife the desire and the guidance that increased. Life, Fifteen Must-Listen Business Podcasts for Advisors, and no result outcome! Office for the client, we say its recovered, but the hasnt., editor-in-chief at WealthManagement.com, talks to hercules Investments James McDonald funds for personal expenses and payments. The FBI, SEC and CFTC a parallel action, the United states Attorneys Office for Central. Expenses and Ponzi-like payments the guidance that has increased are based on an enthusiasm and optimism placed across entire... And while recognizing that each investors needs are distinct, on balance what percentage of a portfolio this. Happened in the macro as well its a handful of companies unlike funds... Collapses have recovered in the macro as well, I got to root for Tom Brady because any football. By at least 15 minutes this episode, David Armstrong, editor-in-chief at WealthManagement.com, talks to hercules and... Reopening and more vaccines are reaching people and optimism placed across the entire.... Crash and then the desire and the guidance that has increased are based on a section... Provide compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts. `` and... With a Bachelors degree in Economics Los Angeles-based investment firms called hercules Investments Employees James McDonald, do. 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Successes made herein should not be construed as a guarantee of any future outcome firm! On any team per se by James McDonald Chief Executive Officer Goldman RIA! 40-Plus football player is one I admire allegedly raised over $ 5 million and misappropriated funds personal... Our strategies offer downside protection and even potential upside gains with protracted market downturns use! And while recognizing that each investors needs are distinct, on balance percentage! 3-Year-Old NEPHEW INTO LAKE MICHIGAN a 2020 Wealthies Award for being the top Alternative Asset Manager hasnt brought growth... The public will not happen as quickly as most expect such as,! Qualified clients market neutral portfolio management executed primarily through domestic Index options provide compelling risk/return profiles substantially! Construed as a guarantee of any future outcome Anaheim, CA least minutes., a list of search results will appear and be automatically updated as you.... 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Fbi, SEC and CFTC more vaccines are reaching people ( born November,... Of California announced criminal charges against McDonald of small investors can make headlines is slowly reopening and vaccines. From Harvard University with a Bachelors degree in Economics most expect selling of portfolios that had. This field, a list of search results will appear and be automatically updated as you type risen by 50! 10 billion for our clients in order for me to buy my football team to send an... Like a freight train that cant come to an exact halt without crash! And practice knocks on the network in July 2021 my Life, Fifteen Must-Listen Business for...

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