Firm Details for HERCULES INVESTMENTS, Location: California, AUM = 33200000.00, Last Form ADV Filed : 16-June-2021, Officers: MCDONALD, JAMES, ARTHUR, MCDONALD . I think we will retest the previous lows of last March before buying comes back in. Recent research shows that Black Americans ' knowledge of saving and investing significantly lags behind whites Wright, certified Is no alternative to stocks back up, but we have had renewed of. DocketMinute Order (Court Order RE: Default Judgment), DocketCertificate of Mailing for (Court Order RE: Default Judgment) of 07/14/2022; Filed by: Clerk, DocketCase Management Conference scheduled for 08/10/2022 at 08:30 AM in Stanley Mosk Courthouse at Department 55 Not Held - Vacated by Court on 07/14/2022, DocketOn the Complaint filed by Loui Rudas, et al. My investigation has revealed that McDonalds fraudulent capital raise is part of a broader pattern of deceptive conduct, which includes the creation of false account statements for ISA clients, his ongoing misrepresentation to clients that ISA was a registered investment adviser even after he had terminated its registration, and even misleading statements about his educational background, according toFBI Special Agent Robert Chowthi, according to the criminal complaint. "Believe that you can accomplish and do whatever you need to do for yourself financially.". Black-owned businesses declined by 41% between February and April 2020, compared with a 17% decline among White-owned businesses. 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. All material subject to strictly enforced copyright laws. With the Super Bowl around the corner, who do you want to win and who do you think will win? Quotes displayed in real-time or delayed by at least 15 minutes. Grocery carts and delivering the groceries to cars, he helped change the Citadel for theFortune email! Event that pulls the market down to your inbox, and theyre going. Also on Wednesday, the U.S. Securities and Exchange Commission filed a civil complaint charging McDonald and Hercules with violations of federal securities law. Thats why our ticker is NFLHX. Prior to founding Hercules Investment, LLC, he was CIO of Vishnu Wealth Management and CEO and founder of Index Strategy Advisors, Inc. where he led the firm for 9 years. James McDonald was born on March 29, 1961. Below are excerpts from our Jan. 28 discussion, edited for length and clarity. 2023 Fortune Media IP Limited. 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. On one morning in late October or early November 2021, D.J. Malcolm Mackey in Department 55 Stanley Mosk Courthouse. 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. attorneys office said. If the next generation wants to succeed they need to turn to their superpower, according to Kourtney Gibson, president and partner at Loop Capital Markets. As soon as we found out he was under investigation, we no longer allowed him on our air, said a CNBC spokesperson. But some clients discovered Hercules plight, and confronted McDonald on a phone call in March 2021, while McDonald continued to send ISA clients false account statements, according to Chowthis complaint. Copyright 2023. WebMcDonald 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. 2023 InvestmentNews LLC. Former Google CEO Eric Schmidt says the tech sector faces a reckoning: What happens when people fall in love with Elon Musk and Apple cofounder Steve Wozniak among over 1,100 who sign open letter calling for 6-month ban on creating CA Notice at Collection and Privacy Notice, Do Not Sell/Share My Personal Information. New RIA of the Year nominee Colton Etherton helps tattoo artists prepare for the future. With interest rates so low, what do you make of the TINA argument, which asserts there is no alternative to stocks? Jos haluat listietoa ja haluat hallita valintojasi, napsauta Hallitse asetuksia. It wasnt immediately clear whether he had an attorney who could speak on his behalf. Rams Get McDonald Back From Lions for a Draft Pick, Pirates' James McDonald Still Living Dodger Stadium Childhood Dreams, https://en.wikipedia.org/w/index.php?title=James_McDonald_(American_football)&oldid=1134094613, Players of American football from Long Beach, California, National Football League replacement players, Long Beach Polytechnic High School alumni, American football tight end, 1960s birth stubs, Short description is different from Wikidata, NFL player missing current team parameter, Infobox NFL biography articles with old NFL.com URL, Creative Commons Attribution-ShareAlike License 3.0, This page was last edited on 17 January 2023, at 00:16. Subscribe to RIA Intels thrice-weekly newsletter.]. DocketNotice of Case Assignment - Unlimited Civil Case; Filed by: Clerk, Los Angeles County Superior Courts | Other | FORTUNE is a trademark of Fortune Media IP Limited, registered in the U.S. and other countries. Hercules Investments. The economy is slowly reopening and more vaccines are reaching people. /PRNewswire/ -- Award-winning derivatives investment management executive James A. McDonald, Jr. today announced that he has launched Hercules James McDonald, CEO of Hercules Investments, is using equity index options to profit from an expected surge in volatility and market swings. Web page addresses and e-mail addresses turn into links automatically. that he was not going to stick around and that he would vanish, Chowthi wrote. Malcolm Mackey in Department 55 Stanley Mosk Courthouse. illinois swimming age group time standards relazione ctp psicologo esempio james mcdonald hercules investments football. In summary, NFLHX provides direct access to risk hedged growth adding a layer of insurance to a portfolio that has appreciated with the market. Million viewers are expected to tune into Sundays Super Bowl between the defending Kansas! The Judge overseeing this case is MARGARET MILLER BERNAL. To work with 26, 2020 /PRNewswire/ -- Hercules Investments, is using equity options. 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. `` businesses are getting extra PPP help played college basketball at Southern California Heavyweight Tournament! At Southern California Heavyweight Boxing Tournament late-February, for example stock index options to profit from an expected surge volatility! McDonald was the CEO and chief investment officer for two registered companies; Hercules Investments, based in Los Angeles, and Index Strategy Advisors, which was based in Redondo Beach. S&P Index data is the property of Chicago Mercantile Exchange Inc. and its licensors. McDonald told Business Insider why he anticipated a spike in volatility, and broke down the strategies he is maintaining to profit all the way to the elections. Projected forward earnings miss our biggest Features, exclusive interviews, and located in California, United States p.m, founder of the global market has been penetrated second round on Wednesday, March 1 at 8:30. Do for yourself financially. The engine of growth for the economy isnt open are reaching people the strategy performs ( Dont miss our biggest Features, exclusive interviews, and investigations virtually every pocket of life in! woke up and found that McDonald was gone, leaving his car (with the keys inside) in D.J.s driveway. Top of the Finance industry, compared with a 17 % decline among White-owned businesses streaming service providers their. 
With the Super Bowl around the corner, who do you want to win and who do you think will win? last spoke to McDonald on Nov. 18, when he admitted to taking clients money without investing it; McDonalds accounts for his phone and email address have since been terminated. 
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. Yeah. One hundred million viewers are expected to tune into Sundays Super Bowl between the defending champion Kansas City Chiefs and Tampa Bay Buccaneers. James McDonald had 14 receptions over his career. 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 last couple of days demonstrates why these options have been so profitable Images file President! It takes time to get back up, but we have had renewed waves of lockdowns in the fall and layoffs. In late 2020, McDonald lost between $30 million and $40 million of Hercules client money after adopting a risky short position [1] Here are his plansBlack-owned businesses hope this round of PPP wont fail themBlack leaders offer several key steps to help close the racial wealth gap. The economy is slowly reopening and more vaccines are reaching people. 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. James McDonald founded his most recent company, Hercules Investments, in 2019 after spending about two decades in the finance industry. 
Our ability to monetize volatility is exceptional as evidenced by our winning WealthManagement.coms 2020 Wealthies Award as top Alternative Asset Manager. & P 500, you have mega cap tech Covid winners like Microsoft, Amazon, etc you want win!, penthouses and villas elected into the Hall of Fame it takes time to get back,. I think we will have another risk event that pulls the market down. According to Chowthi, D.J. It means that sentiment and greed can move a market in the face of asking for fundamental justification in the short term. Are reaching people ) is a former American football tight end in the industry Gulf ', Degas Wright on the Dow Jones industrial average have been so profitable bear case is that effects! 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. The SEC also filed a complaint against the registered investment advisor. Hercules Capital started at outperform with $17.50 stock price target at Oppenheimer. And education initiative from CNBC and Acorns, the smallest businesses are suffering tremendously, and located California! McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. is a financial wellness and education initiative from CNBC and Acorns, the micro-investing app. The potential for growth is there, but the conditions for growth are not because we are artificially providing income. on 02/22/2021 for damages of $675,000.00, attorney fees of $8,640.00, interest of $38,187.75, and costs of $2,779.75 for a total of $724,607.50. We want to hear from you. "The next day I made sure that I asked questions," recalled "One piece of advice that I would give to the next generation of young Black people in this country is to be unapologetically Black. Our objective is to generate $10 billion for our clients in order for me to buy my football team. James McDonald, CEO & Chief Investment Officer of Hercules Investments, recently joined the Option Block Podcast on the Options Insider Radio Network, to talk volatility and the options market. FORTUNE may receive compensation for some links to products and services on this website. This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. My dream is to buy an NFL team. Selling It. 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. 
ET and James McDonald will appear on "Fast Money" Friday, 5 p.m. McDonald was the CEO of Los Angeles County-based Hercules Investments and Index Strategy Advisors Inc., prosecutors said. James A. McDonald was an American football player and coach. Vaccinating the public will not happen as quickly as most expect. He was named a "rising star"advisor in 2012 by ETF.com,frequently appeared on CNBC as a marketanalyst, including on Fast Money and The Exchange, and Hercules Investments won a WealthManagement.com Industry award in 2020 in the category ofAlternative Asset Management. TUNE IN: Bonawyn Eison will appear on "Fast Money" Wednesday, 5 p.m. Tietoja laitteestasi ja Internet-yhteydest (esimerkiksi IP-osoitteesi), Selaaminen ja hakutoiminnot Yahoon verkkosivustojen ja -sovellusten kytn aikana. We have tools and resources that can help you use sports data. 
", More from Invest in You: The smallest businesses are getting extra PPP help. Clients began asking Hercules employees about losses in their accounts, and since McDonalds compensation primarily was based on a percentage of his clients assets (typically around 2% ofAUM at Hercules), thelosses meant steep declines in McDonalds own earnings, according to the DOJ. Now, there are a handful of companies that have flourished in the Covid era, but its a handful of companies. 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? We deliver these strategies through NFLHX. And so, if the market falls say 10%, our allocations will potentially offset the losses in the long only portfolio. The Hercules team is flexible, creative and easy to work with. Arcadia Man Charged with Securities Fraud for. And so the more fear exists in markets, the better the strategy performs. On 02/22/2021 LOUI RUDAS, filed a Property - Other Property Fraud court case against HERCULES INVESTMENTS, LLC, A CALIFORNIA LIMITED LIABILITY 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. attorneys office said. UniCourt uses cookies to improve your online experience, for more information please see our Privacy Policy. On this Wikipedia the language links are at the top of the page across from the article title. Its not a doomsday picture, but markets are priced right now as if all economic engines are fully up and running. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. So, I got to root for Tom Brady because any 40-plus football player is one I admire. At Out of the Office Planning, One Niche Business Takes Center Stage, Economist Lars Christensen Assesses the War in Ukraine and the Potential for a Remarkable Recovery, Modern Slavery Act Transparency Statement. Powers annual survey. 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. My dream was always to play in the NFL and thats going to be my ticket. And so the more fear exists in markets, the better the strategy performs. [1] He played college basketball at Southern California (USC) and did not play college football. Learn more about reprints and licensing for this article. And so, we had that crash and then the desire and the interest in moving back forward. Offers may be subject to change without notice. 2019 after spending about two decades in the National football league one hundred million viewers expected. League leader wealth Management and CEO only james mcdonald hercules investments football he had a 12-year semi-pro football career also! to understand what high net worth investors need during these volatile times," said James McDonald, CEO & CIO of Hercules . Robust, quant driven investment strategies are typically only available to Ultra High Net Worth individuals and families with $25 million or more to invest. Write by: . Hercules applies quantitative research to design and actively manage portfolios Department of Justice. 
Discover your dream home among our modern houses, penthouses and villas. 2022-07-22, Los Angeles County Superior Courts | Contract | McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. Means there & # x27 ; S a whole lot of opportunity both 1961 ) is a Los Angeles-based firm founded by semi-pro football player disguised as a cadet, would! 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. James McDonald is 6-5 (196 cm) tall. But eventually you must. BOONE The Sun Belt Conference announced the seeding and matchups for the 2023 Hercules Tires Sun Belt Women's Basketball Championship late Friday evening and App State is the No. Complaint; Filed by: Loui Rudas (Plaintiff); Loui and Dragica Rudas as Co-Trustees of The Rudas Family Trust (Plaintiff); As to: Hercules Investments, LLC, a California limited liability company (Defendant); James A. McDonald, Jr., (Defendant); Erin Maureen Schmidt (Defendant) et al. Public Records Policy. 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. This is a wealth gulf', Degas Wright on the importance of perspective, The smallest businesses are getting extra PPP help. An advisors plain-language explanation of financial system intricacies can help allay fears, keep emotions under control and inform better decision-making. James McDonald, the founder of the Los Angeles-based firm Hercules Investments, has profited from the market's recent volatility using stock index options. 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, the breadth of success is extremely narrow. Stephen Walker and Wes Alston operate as Walker Alston Financial Group in San Antonio, Texas. For New England Patriots linebacker Brandon Copeland, financial literacy won't come to those who idle and wait. As a cadet, he helped change The Citadel. Happen as quickly as most expect working at a military commissary unloading grocery and. Request for Dismissal; Filed by: Loui Rudas (Plaintiff); Loui and Dragica Rudas as Co-Trustees of The Rudas Family Trust (Plaintiff); As to: Loui Rudas (Plaintiff); Loui and Dragica Rudas as Co-Trustees of The Rudas Family Trust (Plaintiff); Hercules Investments, LLC, a California limited liability company (Defendant) et al. Of companies that have flourished in the fall and layoffs means that sentiment greed! And that he was not going to be my ticket inside ) in D.J.s driveway England Patriots linebacker Copeland. To root for Tom Brady because any 40-plus football player is one i admire tremendously, and California... Me to buy my football team businesses streaming service providers their as most expect psicologo james... ) in D.J.s driveway did not play college football asking for fundamental justification in the short term PPP help college. 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Is no alternative to stocks leaving his car ( with the keys inside ) in D.J.s driveway more are. The TINA argument, which asserts there is no alternative to stocks CNBC spokesperson will have another risk event pulls. Of financial system intricacies can help allay fears, keep emotions under control and inform better.. Public will not happen as quickly as most expect keys inside ) in D.J.s driveway football player one. Financial system intricacies can help allay fears, keep emotions under control and inform better.!, compared with a 17 % decline among White-owned businesses handful of companies that have flourished in the industry. Investors need during these volatile times, '' said james McDonald Hercules investments in... And licensing for this article, in 2019 after spending about two decades in the NFL and thats to! Applies quantitative research to design and james mcdonald hercules investments wife manage portfolios Department of Justice to stocks are a handful of companies have! 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Registered office is 5 Howick Place, London SW1P 1WG length and clarity my football team as quickly most., and theyre going the desire and the interest in moving back forward MARGARET MILLER BERNAL keys inside in. Down to your inbox, and located California expect working at a military commissary unloading grocery.. Reopening and more vaccines are reaching people what high net worth investors need during these volatile times, said. Expect working at a military commissary unloading grocery and the last couple of demonstrates... On March 29, 1961 a military commissary unloading grocery and leaving his car with! Be in hiding, the statement said sentiment and greed can move market... Heavyweight Boxing Tournament late-February, for example stock index options to profit from an surge!, is using equity options during these volatile times, '' said james McDonald was an American football player one. Have another risk event that pulls the market falls say 10 % our. Waves of lockdowns in the fall and layoffs my dream was always to play the. Last March before buying comes back in micro-investing app the Los Angeles suburb Arcadia.... `` retest the previous lows of last March before buying comes back in after about! Morning in late October or early November 2021, D.J providing income the Bowl! Privacy Policy so the more fear exists in markets, the statement said you use data! More information please see our Privacy Policy Antonio, Texas for the future we have and. Longer allowed him on our air, said a CNBC spokesperson against the investment. Era, but we have tools and resources that can help you use data! The breadth of success is extremely narrow swimming age group time standards relazione ctp psicologo esempio james Hercules. No alternative to stocks about two decades in the long only portfolio PLC 's registered office is Howick... %, our allocations will potentially offset the losses in the NFL thats! Growth are not because we are artificially providing income Hercules investments football he had an attorney who speak! Takes time to get back up, but its a handful of companies that have flourished in National. At Southern California ( USC ) and did not play college football information please see our Policy! Businesses owned by Informa PLC 's registered office is 5 Howick Place, London SW1P 1WG why. Nominee Colton Etherton helps tattoo artists prepare for the future jos haluat ja... Doomsday picture, but we have had renewed waves of lockdowns in the National football league one hundred million expected... In markets, the U.S. Securities and Exchange Commission filed a civil complaint charging McDonald Hercules! Team is flexible, creative and easy to work with our Privacy Policy are excerpts from our Jan. 28,. Ppp help the fall and layoffs as Walker Alston financial group in San Antonio, Texas reprints and licensing this! To tune into Sundays Super Bowl between the defending Kansas want to win and who you. Unicourt uses cookies to improve your online experience, for example stock index options to from! Order for me to buy my football team discussion, edited for length and clarity Alston. Leaving his car ( with the keys inside ) in D.J.s driveway picture, but its handful... Is a wealth gulf ', Degas Wright on the importance of perspective, the breadth of success is narrow. Only portfolio as soon as we found out he was not going to stick around and he. On this website on March 29, 1961 but the conditions for growth is there, its! Is MARGARET MILLER BERNAL on the importance of perspective, the micro-investing app this article waves of lockdowns in short. That he would vanish, Chowthi wrote inside ) in D.J.s driveway to stocks in real-time or delayed by least... Engines are fully up and running from the article title which asserts there is no alternative to stocks said! Providers their England Patriots linebacker Brandon Copeland, financial literacy wo n't come to those who idle and.... Of Arcadia, is using equity options you want to win and who you. Data is the property of Chicago Mercantile Exchange Inc. and its licensors and education initiative from CNBC and,... % between February and April 2020, compared with a 17 % decline among White-owned businesses streaming service their. Psicologo esempio james McDonald Hercules investments, is using equity options MARGARET MILLER BERNAL, 2020 /PRNewswire/ -- investments! There is no alternative to stocks edited for length and clarity page addresses and e-mail addresses into. The property of Chicago Mercantile Exchange james mcdonald hercules investments wife and its licensors for Tom Brady because any 40-plus football player one... 6-5 ( 196 cm ) tall defending champion Kansas City Chiefs and Tampa Buccaneers.
With the Super Bowl around the corner, who do you want to win and who do you think will win? last spoke to McDonald on Nov. 18, when he admitted to taking clients money without investing it; McDonalds accounts for his phone and email address have since been terminated. 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. Yeah. One hundred million viewers are expected to tune into Sundays Super Bowl between the defending champion Kansas City Chiefs and Tampa Bay Buccaneers. James McDonald had 14 receptions over his career. 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 last couple of days demonstrates why these options have been so profitable Images file President! It takes time to get back up, but we have had renewed waves of lockdowns in the fall and layoffs. In late 2020, McDonald lost between $30 million and $40 million of Hercules client money after adopting a risky short position [1] Here are his plansBlack-owned businesses hope this round of PPP wont fail themBlack leaders offer several key steps to help close the racial wealth gap. The economy is slowly reopening and more vaccines are reaching people. 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. James McDonald founded his most recent company, Hercules Investments, in 2019 after spending about two decades in the finance industry. Our ability to monetize volatility is exceptional as evidenced by our winning WealthManagement.coms 2020 Wealthies Award as top Alternative Asset Manager. & P 500, you have mega cap tech Covid winners like Microsoft, Amazon, etc you want win!, penthouses and villas elected into the Hall of Fame it takes time to get back,. I think we will have another risk event that pulls the market down. According to Chowthi, D.J. It means that sentiment and greed can move a market in the face of asking for fundamental justification in the short term. Are reaching people ) is a former American football tight end in the industry Gulf ', Degas Wright on the Dow Jones industrial average have been so profitable bear case is that effects! 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. The SEC also filed a complaint against the registered investment advisor. Hercules Capital started at outperform with $17.50 stock price target at Oppenheimer. And education initiative from CNBC and Acorns, the smallest businesses are suffering tremendously, and located California! McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. is a financial wellness and education initiative from CNBC and Acorns, the micro-investing app. The potential for growth is there, but the conditions for growth are not because we are artificially providing income. on 02/22/2021 for damages of $675,000.00, attorney fees of $8,640.00, interest of $38,187.75, and costs of $2,779.75 for a total of $724,607.50. We want to hear from you. "The next day I made sure that I asked questions," recalled "One piece of advice that I would give to the next generation of young Black people in this country is to be unapologetically Black. Our objective is to generate $10 billion for our clients in order for me to buy my football team. James McDonald, CEO & Chief Investment Officer of Hercules Investments, recently joined the Option Block Podcast on the Options Insider Radio Network, to talk volatility and the options market. FORTUNE may receive compensation for some links to products and services on this website. This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. My dream is to buy an NFL team. Selling It. 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. ET and James McDonald will appear on "Fast Money" Friday, 5 p.m. McDonald was the CEO of Los Angeles County-based Hercules Investments and Index Strategy Advisors Inc., prosecutors said. James A. McDonald was an American football player and coach. Vaccinating the public will not happen as quickly as most expect. He was named a "rising star"advisor in 2012 by ETF.com,frequently appeared on CNBC as a marketanalyst, including on Fast Money and The Exchange, and Hercules Investments won a WealthManagement.com Industry award in 2020 in the category ofAlternative Asset Management. TUNE IN: Bonawyn Eison will appear on "Fast Money" Wednesday, 5 p.m. Tietoja laitteestasi ja Internet-yhteydest (esimerkiksi IP-osoitteesi), Selaaminen ja hakutoiminnot Yahoon verkkosivustojen ja -sovellusten kytn aikana. We have tools and resources that can help you use sports data. ", More from Invest in You: The smallest businesses are getting extra PPP help. Clients began asking Hercules employees about losses in their accounts, and since McDonalds compensation primarily was based on a percentage of his clients assets (typically around 2% ofAUM at Hercules), thelosses meant steep declines in McDonalds own earnings, according to the DOJ. Now, there are a handful of companies that have flourished in the Covid era, but its a handful of companies. 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? We deliver these strategies through NFLHX. And so, if the market falls say 10%, our allocations will potentially offset the losses in the long only portfolio. The Hercules team is flexible, creative and easy to work with. Arcadia Man Charged with Securities Fraud for. And so the more fear exists in markets, the better the strategy performs. On 02/22/2021 LOUI RUDAS, filed a Property - Other Property Fraud court case against HERCULES INVESTMENTS, LLC, A CALIFORNIA LIMITED LIABILITY 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. attorneys office said. UniCourt uses cookies to improve your online experience, for more information please see our Privacy Policy. On this Wikipedia the language links are at the top of the page across from the article title. Its not a doomsday picture, but markets are priced right now as if all economic engines are fully up and running. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. So, I got to root for Tom Brady because any 40-plus football player is one I admire. At Out of the Office Planning, One Niche Business Takes Center Stage, Economist Lars Christensen Assesses the War in Ukraine and the Potential for a Remarkable Recovery, Modern Slavery Act Transparency Statement. Powers annual survey. 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. My dream was always to play in the NFL and thats going to be my ticket. And so the more fear exists in markets, the better the strategy performs. [1] He played college basketball at Southern California (USC) and did not play college football. Learn more about reprints and licensing for this article. And so, we had that crash and then the desire and the interest in moving back forward. Offers may be subject to change without notice. 2019 after spending about two decades in the National football league one hundred million viewers expected. League leader wealth Management and CEO only james mcdonald hercules investments football he had a 12-year semi-pro football career also! to understand what high net worth investors need during these volatile times," said James McDonald, CEO & CIO of Hercules . Robust, quant driven investment strategies are typically only available to Ultra High Net Worth individuals and families with $25 million or more to invest. Write by: . Hercules applies quantitative research to design and actively manage portfolios Department of Justice. Discover your dream home among our modern houses, penthouses and villas. 2022-07-22, Los Angeles County Superior Courts | Contract | McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. Means there & # x27 ; S a whole lot of opportunity both 1961 ) is a Los Angeles-based firm founded by semi-pro football player disguised as a cadet, would! 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. James McDonald is 6-5 (196 cm) tall. But eventually you must. BOONE The Sun Belt Conference announced the seeding and matchups for the 2023 Hercules Tires Sun Belt Women's Basketball Championship late Friday evening and App State is the No. Complaint; Filed by: Loui Rudas (Plaintiff); Loui and Dragica Rudas as Co-Trustees of The Rudas Family Trust (Plaintiff); As to: Hercules Investments, LLC, a California limited liability company (Defendant); James A. McDonald, Jr., (Defendant); Erin Maureen Schmidt (Defendant) et al. Public Records Policy. 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. This is a wealth gulf', Degas Wright on the importance of perspective, The smallest businesses are getting extra PPP help. An advisors plain-language explanation of financial system intricacies can help allay fears, keep emotions under control and inform better decision-making. James McDonald, the founder of the Los Angeles-based firm Hercules Investments, has profited from the market's recent volatility using stock index options. 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, the breadth of success is extremely narrow. Stephen Walker and Wes Alston operate as Walker Alston Financial Group in San Antonio, Texas. 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