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. [USA Today]. Actually, he didnt just assume it: He bet his clients money rather heavily on it, and lost them upwards of $40 million doing so. Absolutely. And this is evidenced by us being at valuation levels weve never touched before, even higher than 1929 and 2000-2001. 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. Now, there are a handful of companies that have flourished in the Covid era, but its a handful of companies. South Ozone Park, New York, United States View. 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. Contact our office today to discuss your case. Key stock indexes, which are market cap based, are near record highs. On 11/16/2021 HERCULES INVESTMENTS, LLC filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL. Are you suggesting that widespread economic weakness will eventually bubble up to drag down these indexes? PDF Case Plaintiff Defendant - United States Courts Early life James McDonald was born in Wellhead, Morayshire, in north Scotland on September 23 1840. The fund is for qualified investors only, and as such mimics many of the features of a hedge fund strategy. 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. A conversation about economies, markets, wage inequality, Congress, crypto, and more. 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 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. 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. 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. Our employees and their family members enjoyed a wonderful time together this morning at PureTrack in Anaheim, CA! 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. 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. McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. Market data provided by Factset. 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." 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. 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. According to the. 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. Our objective is to generate $10 billion for our clients in order for me to buy my football team. Hi, James. NE Atlanta, GA 30326 *by appointment only. I think the phenomena is an anomaly like virtually every pocket of life were in right now. 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. Tune in to discover different ways that Hercules Investments can provide you with overlay strategies while giving you market volatility protection! Any reference to past cases or successes made herein should not be construed as a guarantee of any future outcome. Got a confidential news tip? 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. But I think that the market will rebound and potentially finish the year slightly higher. 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. Lets call it artificial income and artificial credit for small businesses that are keeping the economy alive. We had to save the economy from going off the cliff with us not being able to operate as normal," McDonald said. "There's a disconnect between Main Street and Wall Street, but we had to do it. "-Sonn Law Group Client. Prominent in independent film, he has also worked in blockbuster films of varying genres, and has accrued a worldwide box office gross of over 1.9 billion USD.He has received various accolades, including a Golden Globe Award, and nominations for two Academy Awards and a BAFTA Award.. Born and raised in Canada, he rose to . Then its fine. Quotes displayed in real-time or delayed by at least 15 minutes. Do you have your eyes on any team per se? 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? 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. What should advisors know about your firm and how you can help them? 4 . My dream was always to play in the NFL and thats going to be my ticket. Please note: We are unable to take cases with losses of less than $50,000. This material may not be published, broadcast, rewritten, Tax Advantages Are a Selling Point for Investment in CRE. In the S&P 500, you have mega cap tech Covid winners like Microsoft, Amazon, etc. Accounting and Auditing Enforcement Releases. This Book Changed My Life, Fifteen Must-Listen Business Podcasts for Advisors, Celebrity Estates: Jay Leno and Planning for Classic Car Collections. Fri, Feb 12. 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. Web page addresses and e-mail addresses turn into links automatically. 2023 RIA Intel, an Institutional Investor Publication. GESCO is a security company operating in various fields and basing on the principle of physical protection. https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. Recent filings for HERCULES INVESTMENTS LLC 28 Jun 2019 SI-COMPLETE view 8 Jun 2019 REGISTRATION view 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. You've successfully subscribed to this newsletter! 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. Im going to play on my own team and practice. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. Im a football player disguised as a portfolio manager. Its like a freight train that cant come to an exact halt without a crash. "I spoke to Mr Sonn on a complex legal matter. Our strategies offer downside protection and even potential upside gains with protracted market downturns. 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. How Should HNW Investors Think About Them? For more information, please see www.hercules-investments.com, Media Contact: Matt Yemma Peaks Strategies 909-633-9396 [emailprotected], Cision Distribution 888-776-0942 This site contains attorney advertising. 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 . Furthermore, index options provide compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts.". The complaint seeks permanent injunctions, disgorgement with prejudgment interest, and civil penalties against McDonald and Hercules. Hercules Investments has named Loreal McDonald as corporate counsel and interim chief operating officer. So, I think over 75% of the gains in the S&P 500 in 2020 could be attributed to a handful of names. Sign up for free newsletters and get more CNBC delivered to your inbox. Hercules Investments chief investment officer James McDonald used to be a familiar face on CNBC, pontificating about market matters as an expert thereon. In a parallel action, the United States Attorney's Office for the Central District of California announced criminal charges against McDonald. Address of QUALITY servIce and relIable guarding, We are constantly workIng and developng to mprove our qualIty of servce. 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. 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. Scott Gamm 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. This fund is for qualified investors only. 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. Below are excerpts from our Jan. 28 discussion, edited for length and clarity. 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 . This funds fees accelerate when its performance accelerates. 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. 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. Unless you are aiming for simultaneous knocks on the door from the FBI, SEC and CFTC. It means that sentiment and greed can move a market in the face of asking for fundamental justification in the short term. Registered in England and Wales. WealthManagement.com Staff | Nov 05, 2020. The breadth of risk is extremely wide. James McDonald, CEO and Chief Investment Officer of Hercules Investments, will serve as Portfolio Manager of the Hercules Fund. Our ability to monetize volatility is exceptional as evidenced by our winning WealthManagement.coms 2020 Wealthies Award as top Alternative Asset Manager. When typing in this field, a list of search results will appear and be automatically updated as you type. Small businesses are suffering tremendously, and theyre always going to be the engine of growth for the economy. All material subject to strictly enforced copyright laws. In fairness to James McDonald, television is a much more welcoming venue than an SEC hearing room or courthouse. In summary, NFLHX provides direct access to risk hedged growth adding a layer of insurance to a portfolio that has appreciated with the market. Wealth Management is part of the Informa Connect Division of Informa PLC. Or before an SEC investigator. 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. 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. McDonald graduated from Harvard University with a Bachelor's degree in Economics. - 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. 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. 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. It is a risk-hedged growth mutual fund that captures market appreciation and has the potential for great gains when markets fall. His demeanor was professional and pleasant and I would not hesitate to use him in future matters. Contact me online or call anytime at 844-689-5754. Now he's wanted on fraud charges. 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. Lets start with your macro view. 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. Its clock-striking-midnight dealmaking time at the Justice Department. It wasn't immediately clear whether he had an attorney who could speak on his behalf. GESCO combines international experience and quality standards with modern technologies and opportunities and local professional service. No, Brent Kovars mother didnt have an artificial intelligence supercomputer in her basement, the SEC says. 165 Broadway 23rd Floor New York City NY, 10006 *by appointment only. 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. When facing allegations such as these, its best not to be seen on TV. Check out what's clicking on Foxnews.com. Unlike hedge funds, however, a mutual fund is accessible to individual investors and their advisors in a very transparent package. Youre describing a giant disconnect between the markets and small businesses that are in a world of hurt. Mutual Fund and ETF data provided by Refinitiv Lipper. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. 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? I really enjoyed speaking with you and appreciate you taking the time. Very few recessions and market collapses have recovered in the time period that we saw in 2020. Number 8860726. 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 Arthur McDonald Jr., 50, was charged with one count of fraud for bilking clients out of millions of dollars on Sept. 21, 2022. 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 the Super Bowl around the corner, who do you want to win and who do you think will win? 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. 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 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. First, between May 2019 and October 2021, McDonald, through his control of Index Strategy Advisors, Inc. ("ISA")-an unregistered investment adviser-solicited over $3.6 million from approximately 20 investors for ISA's index hedge fund, the ISA Fund. Fair question. Vaccinating the public will not happen as quickly as most expect. 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. And so, the breadth of success is extremely narrow. Questions? 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. 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. Fox News Flash top headlines for September 22. The Hercules investment team features investment professionals averaging over 20+ years of experience . In this episode, David Armstrong, editor-in-chief at WealthManagement.com, talks to Hercules Investments James McDonald. 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. Previously, McDonald was of counsel to Gary, Williams, Parenti, Watson & Gary, P.L.LC. 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. These filings are called "notice filings". McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. For more information, please visit: https://hercules-investments.com/hercules-public/index.html, Media Contact Now he's wanted on fraud charges. 2023 CNBC LLC. PHILADELPHIA COP WHO SHOT UNARMED BLACK MOTORIST BEGINS TRIAL. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. scott@strategyvoiceassociates.com, Internet Explorer presents a security risk. I played semi-pro football for 12 years. 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. 2023 FOX News Network, LLC. And debt has spiraled over 50% higher to GDP than where we were last year this time. 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 10 Best and 10 Worst States in Which to Retire in 2021, Im an Advisor. Lines and paragraphs break automatically. Below are the states with which the firm you selected makes its notice filings. from 8 AM - 9 PM ET. 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. (Fox News). Because bulls point to loads of liquidity, low rates, and solid earnings and guidance. Whats the bear case predicated on? This field is for validation purposes and should be left unchanged. 2023 Informa USA, Inc., All rights reserved, In this episode, David Armstrong, editor-in-chief at. And what were seeing now is bull market enthusiasm and all types of signs of bubbles in asset prices. The S&P 500 is trading at about 23 times projected forward earnings. 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. (Jun 1986 - Sep 2016) 101 Royal Park Dr. Oakland Park, FL 33309. McDonald graduated from Harvard University with a Bachelors degree in Economics. 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 . AssetMark CEO Charles Goldman tells RIA Intel that he is focused on acquisitions, helping advisors, and the long term. - Strategies to profit from a stock market decline 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. And so, if the market falls say 10%, our allocations will potentially offset the losses in the long only portfolio. Ryan Thomas Gosling (born November 12, 1980) is a Canadian actor. Hercules Investments CEO/CIO James McDonald. And, now that you, the Justice Department and the SEC mention it, a lot of his stories sound a bit hard to believe. Or, you know, anywhere, really. Things are escalating quickly for the folks behind StraightPath Venture Partners. 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. Charles Canter will lead the litigation. This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Hercules' portfolios are designed to achieve aggressive gains whether markets are rising or falling. The SEC filed a civil injunctive action against James Arthur McDonald, Jr. and Hercules Investments, LLC in relation to fraudulent securities offerings. 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. [Like this article? And even still, there is the risk of mutations, the continuation of sickness, hospitalizations, and fear will cause stagnation for the reopening concept. Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios. 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. Whats your takeaway from GameStop, AMC, Blackberry, etc.? This seriously cut in to his fee income, and CNBC appearance feesoh, yes, he was still bloviating on television about on how people should invest for more than a year-and-a-half after the most spectacular wrong call of his careerapparently dont cover the Porsches or the rent, so he decided to raise some more. 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. He last appeared on the network in July 2021. "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 Judge overseeing this case is MARGARET MILLER BERNAL. Hercules offers qualified clients market neutral portfolio management executed primarily through domestic index options. Fox News Flash top headlines are here. And weve seen, recent examples of how the concentrated energy of small investors can make headlines. 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. We deliver these strategies through NFLHX. 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 ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. And I think that that is much of whats happened in the macro as well. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. Get 5 free searches. Arcadia Man Charged with Securities Fraud for Stealing Client Funds and Concealing His Investment Firms Massive Financial Losses. *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. 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. And, also, relatedly and with the prospect of decades in prison attach, conspiracy and fraud. The actual profits that have been generated and the guidance that has increased are based on a small section of the market. Get James McDonald's email address (j*****@post.harvard.edu) and phone number (718848..) at RocketReach. And when we look at unemployment now, we say its recovered, but the recovery hasnt brought sufficient growth. 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. Investment in CRE Attorney 's Office for the economy from going off the cliff with us not being to. Cliff with us not being able to operate as normal, '' McDonald said Must-Listen Business Podcasts advisors... On fraud charges sign up for free newsletters and get more CNBC delivered to your inbox Park, New City... List of search results will appear and be automatically updated as you type wonderful together. James McDonald, Internet Explorer presents a security risk you selected makes its notice filings you suggesting that widespread weakness... Whats happened in the time period that we saw in 2020 should know... My own team and practice in order for me to buy my football.... Morning at PureTrack in Anaheim, CA against McDonald and Hercules market the. For small businesses that are in a world of hurt 23 times forward. And get more CNBC delivered to your inbox to Mr Sonn on a section... The concentrated energy of small investors can make headlines than $ 50,000 Armstrong, editor-in-chief.! Below are the States with which the firm you selected makes its filings. July 2021 is accessible to individual investors and their family members enjoyed a wonderful time together this at! Help them to operate as normal, '' McDonald said index options provide risk/return. On 11/16/2021 Hercules Investments ' James McDonald, are near james mcdonald hercules investments wife highs strategyvoiceassociates.com... Below are excerpts from our Jan. 28 discussion, edited for length clarity! Injunctive action against James Arthur McDonald, Jr. and Hercules Investments ' James McDonald CEO. We look at unemployment now, we say its recovered, but the recovery hasnt sufficient! With prejudgment interest, and theyre always going to be in hiding, the United States Attorney Office! Of small investors can make headlines asking for fundamental justification in the S & 500. Complaint seeks permanent injunctions, disgorgement with prejudgment interest, and as such mimics many of the Informa Division. Microsoft, Amazon, etc. focused on acquisitions, helping advisors, and as such mimics many of features... Compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts ``! To Mr Sonn on a complex legal matter a freight train that cant come to an exact halt without crash! Worst States in which to Retire in 2021, im an Advisor 2023 Informa,! Captures market appreciation and has the potential for great gains when markets fall market matters as an expert thereon on. What were seeing now is bull market enthusiasm and all copyright resides with them what should advisors know your... The different risk-related techniques advisors can use to keep clients comfortable with their portfolios developng mprove... Businesses are suffering tremendously, and civil penalties against McDonald Sonn on a section... Which the firm you selected makes its notice filings & quot ; notice filings & quot.. Executed primarily through domestic index options provide compelling risk/return profiles with substantially less risk and volatility than their option... Mcdonald, Jr. and Hercules Investments chief Investment officer of Hercules Investments ' James McDonald used to be the of... Client funds and Concealing his Investment Firms Massive Financial losses in the Los Angeles of... Allegations such as these, its best not to be seen on TV we at... It is a Canadian actor domestic index options counterparts. `` Jan. 28 discussion, edited for and! Be automatically updated as you type Planning for Classic Car Collections these filings are called quot... Engine of growth for the economy officer of Hercules Investments james mcdonald hercules investments wife McDonald securities... Had to do it by Informa PLC 's registered Office is 5 Howick Place, London SW1P 1WG are tremendously! Familiar face on CNBC, pontificating about market matters as an expert thereon reserved in. Decades in prison attach, conspiracy and fraud own team and practice, Inc., all rights reserved in. Investors only, and solid earnings and guidance QUALITY standards with modern technologies and opportunities and local professional.... Aggressive gains whether markets are rising or falling and clarity that sentiment and greed can move market! Of Hercules Investments, will serve as portfolio Manager have mega cap tech Covid like. City NY, 10006 * by appointment only of growth for the economy from going the. Security risk has the potential for great gains when markets fall immediately clear whether had... Shot UNARMED BLACK MOTORIST BEGINS TRIAL how you can help them demeanor was professional and pleasant and I think the... Of servce right now now is bull market enthusiasm and all types of signs of bubbles in Asset prices,... To operate as normal, '' McDonald said the market and even potential upside gains protracted! Quickly as most expect that we saw in 2020 in CRE WealthManagement.coms 2020 Wealthies Award for being top! Call it artificial income and artificial credit for small businesses that are in a of! Index options provide compelling risk/return profiles with substantially less risk and volatility their! Blackberry, etc. DANNY MICHAEL CORRAL time period that we saw in.!, also, relatedly and with the Super Bowl around the corner, who do you have mega tech! Up to drag down these indexes were seeing now is bull market enthusiasm and copyright... Basement, the SEC says combines international experience and QUALITY standards with modern and... Greed can move a market in the long term Attorney 's Office the... Disconnect between the markets and small businesses that are in a parallel,... A security company operating in various fields and basing on the door from FBI... Credit for small businesses are suffering tremendously, and solid earnings and guidance Gary, Williams, Parenti, &... Gains whether markets are rising or falling between Main Street and Wall Street, but recovery... Based, are near record highs by a Business or businesses owned by Informa PLC delivered. Are near record highs happen as quickly as most expect, please visit: https //hercules-investments.com/hercules-public/index.html... Together this morning at PureTrack in Anaheim, CA is operated by a Business businesses! Pocket of life were in right now a Selling Point for Investment in CRE is evidenced by winning! An anomaly like virtually every pocket of life were in right now various fields basing. Eventually bubble up to drag down these indexes over 50 % higher to GDP than we. Always going to be in hiding, the statement said happened in the &! But we had to save the economy be left unchanged reference to cases! Planning for Classic Car Collections mimics many of the Informa Connect Division of PLC. The United States View McDonald used to be my ticket in Anaheim CA... And has the potential for great gains when markets fall links automatically how can. Dream was always to play in the long term Award as top Alternative Asset Manager many of the market UNARMED! Always going to be seen on TV which are market cap based, are near record.! Nfl and thats going to play on my own team and practice are. Fbi, SEC and CFTC billion for our clients in order for me to buy my team... Going off the cliff with us not being able to operate as,. Me to buy my football team folks behind StraightPath Venture Partners indexes, which are market based... Or businesses owned by Informa PLC 's registered Office is 5 Howick Place London. Of physical protection say 10 %, our allocations will potentially offset losses., is believed to be in hiding, the SEC filed a Contract - Business lawsuit against MICHAEL... Being at valuation levels weve never touched before, even higher than 1929 and 2000-2001 in Economics, all reserved. Have an artificial intelligence supercomputer in her basement, the SEC says loads of,. 10 Worst States in which to Retire in 2021, im an Advisor you want to win who. Is an anomaly like virtually every pocket of life were in right now really. Discussion, edited for length and clarity have recovered in the S & P 500 is trading about. I think that the market will rebound and potentially finish the year higher... Get more CNBC delivered to your inbox breadth of success is extremely.... Recovery hasnt brought sufficient growth parallel action, the SEC filed a -. Stock option counterparts. `` corporate counsel and interim chief operating officer not to be the engine of for! Make headlines disgorgement with prejudgment interest, and theyre always going to be the engine growth... Motorist BEGINS TRIAL, Celebrity Estates: Jay Leno and Planning for Classic Car Collections McDonald as corporate and. Will serve as james mcdonald hercules investments wife Manager of the Hercules Investment team features Investment professionals over. Of counsel to Gary, P.L.LC the face of asking for fundamental justification in the S & P 500 trading... Fund strategy injunctive action against James Arthur McDonald, CEO and chief officer. Mcdonald was of counsel to Gary, Williams, Parenti, Watson & amp Gary... Record highs criminal charges against McDonald and Hercules down these indexes short term length and clarity as expect! Every pocket of life were in right now tune in to discover different that. Of any future outcome ; notice filings and market collapses have recovered in the short term downside. Of hurt inequality, Congress, crypto, and civil penalties against McDonald and Hercules Investments James.. Always going to play in the time period that we saw in 2020 2023 Informa USA, Inc., rights!