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. Tax Advantages Are a Selling Point for Investment in CRE. 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. According to the. We fight to level the playing field between large corporations and the public investor. Youre describing a giant disconnect between the markets and small businesses that are in a world of hurt. McDonald graduated from Harvard University with a Bachelor's degree in Economics. Of course, we know that theres tremendous risk, not just to our health, but to the sustainability of small businesses, to the credit and economic security of households and to the outlook for how we will move forward past the pandemic. Market data provided by Factset. 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. Data is a real-time snapshot *Data is delayed at least 15 minutes. Things are escalating quickly for the folks behind StraightPath Venture Partners. No, Brent Kovars mother didnt have an artificial intelligence supercomputer in her basement, the SEC says. You've successfully subscribed to this newsletter! 2023 FOX News Network, LLC. In fairness to James McDonald, television is a much more welcoming venue than an SEC hearing room or courthouse. Lets call it artificial income and artificial credit for small businesses that are keeping the economy alive. - 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. I think all the equity markets are so overstretched that when a risk element enters the market, the selling will be violent and accelerated. . I played semi-pro football for 12 years. Now he's wanted on fraud charges. And so, the breadth of success is extremely narrow. Powered and implemented by FactSet Digital Solutions. 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. So, I got to root for Tom Brady because any 40-plus football player is one I admire. Its clock-striking-midnight dealmaking time at the Justice Department. "I spoke to Mr Sonn on a complex legal matter. McDonald graduated from Harvard University with a Bachelors degree in Economics. Below are the states with which the firm you selected makes its notice filings. Despite the challenges of Covid, equity markets have pushed to all-time highs on most indexes in a fashion that would suggest there is no risk in the market. The complaint seeks permanent injunctions, disgorgement with prejudgment interest, and civil penalties against McDonald and Hercules. Fox News Flash top headlines are here. The Judge overseeing this case is MARGARET MILLER BERNAL. 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." Our ability to monetize volatility is exceptional as evidenced by our winning WealthManagement.coms 2020 Wealthies Award as top Alternative Asset Manager. But stimulating growth is impossible if the economy isnt open. Ainslie Simmonds Vision for Pershing X, a Startup Out to Replace Advisor Tech Stacks, Economist Jason Furman Explains How Inflation Snuck Up on Us and Whats Ahead in 2022, A Mountaineer CEO Talks Infinity Multiples, Thrill-Seeking, and How Advisors Need to Change, Modern Slavery Act Transparency Statement. Federal prosecutors charged McDonald with one count of. 2023 FOX News Network, LLC. The 10 Best and 10 Worst States in Which to Retire in 2021, Im an Advisor. Arcadia Man Charged with Securities Fraud for Stealing Client Funds and Concealing His Investment Firms Massive Financial Losses. A conversation about economies, markets, wage inequality, Congress, crypto, and more. 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:

. This material may not be published, broadcast, rewritten, For more of the latest in litigation, regulation, deals and financial services trends, sign up for Finance Docket, a partnership between Breaking Media publications Above the Law and Dealbreaker. 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. PDF Case Plaintiff Defendant - United States Courts Early life James McDonald was born in Wellhead, Morayshire, in north Scotland on September 23 1840. The attorneys at ChapmanAlbin are licensed to practice law in Ohio and Michigan. It wasn't immediately clear whether he had an attorney who could speak on his behalf. 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 . Additionally, McDonald raised $1.5 million through equity investment sales in Hercules business while lying, failing to disclose important facts, and more. And so, equity market prices are assuming earnings that arent there. 2023 CNBC LLC. Powered and implemented by FactSet Digital Solutions. Lines and paragraphs break automatically. Im a football player disguised as a portfolio manager. To send us an e-mail, simply complete and submit the online form below. Unless you are aiming for simultaneous knocks on the door from the FBI, SEC and CFTC. All material subject to strictly enforced copyright laws. 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. In this virtual event, McDonald shares: - Why the markets are too optimistic about the Covid-19 vaccine Got a confidential news tip? 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. James McDonald, CEO and Chief Investment Officer of Hercules Investments, will serve as Portfolio Manager of the Hercules Fund. Web page addresses and e-mail addresses turn into links automatically. *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. And so, this is artificial. Below are excerpts from our Jan. 28 discussion, edited for length and clarity. Vaccinating the public will not happen as quickly as most expect. 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. "There's a disconnect between Main Street and Wall Street, but we had to do it. In summary, NFLHX provides direct access to risk hedged growth adding a layer of insurance to a portfolio that has appreciated with the market. CHICAGO JUDGE DENIES BAIL FOR ILLINOIS WOMAN WHO ALLEGEDLY PUSHED 3-YEAR-OLD NEPHEW INTO LAKE MICHIGAN. 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. scott@strategyvoiceassociates.com, Internet Explorer presents a security risk. In a parallel action, the United States Attorneys Office for the Central District of California announced criminal charges against McDonald. $0 BAHAMAS 386 (SG458) - Alexander Graham Bell (pb10456) Stamps Caribbean Bahamas (1973-Now) 4 . Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios. 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. Get this delivered to your inbox, and more info about our products and services. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. When facing allegations such as these, its best not to be seen on TV. Do you still have a 15,000 target on the Dow? 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,. The potential for growth is there, but the conditions for growth are not because we are artificially providing income. 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. NE Atlanta, GA 30326 *by appointment only. Fri, Feb 12. Quotes displayed in real-time or delayed by at least 15 minutes. We are able to provide uncorrelated growth, meaning our strategies do not depend on equity markets continuing to rise in order to accomplish gains. Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. Our employees and their family members enjoyed a wonderful time together this morning at PureTrack in Anaheim, CA! Accounting and Auditing Enforcement Releases. 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. 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. 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,. Sign up for free newsletters and get more CNBC delivered to your inbox. Because in addition to unemployed, he can also now call himself whistleblower.. Its like a freight train that cant come to an exact halt without a crash. With the Super Bowl around the corner, who do you want to win and who do you think will win? Unlike hedge funds, however, a mutual fund is accessible to individual investors and their advisors in a very transparent package. Quotes displayed in real-time or delayed by at least 15 minutes. 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. And I think that that is much of whats happened in the macro as well. Its not a doomsday picture, but markets are priced right now as if all economic engines are fully up and running. Hercules applies quantitative research to design and actively manage portfolios for investors seeking maximum growth during up or down-market cycles. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. 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. In this episode, David Armstrong, editor-in-chief at WealthManagement.com, talks to Hercules Investments James McDonald. 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. Fair question. Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager. [Like this article? When we perform well for the client, we perform well for ourselves. - Strategies to profit from a stock market decline from 8 AM - 9 PM ET. Lets start with your macro view. It means that sentiment and greed can move a market in the face of asking for fundamental justification in the short term. 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. Mutual Fund and ETF data provided by Refinitiv Lipper. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. South Ozone Park, New York, United States View. Hercules offers qualified clients market neutral portfolio management executed primarily through domestic index options. In the S&P 500, you have mega cap tech Covid winners like Microsoft, Amazon, etc. And so, we had that crash and then the desire and the interest in moving back forward. 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. 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 . Or before an SEC investigator. 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? 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. 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. In a portfolio with a beta of one, one would enjoy virtually 100% downside protection with an allocation of 15% to the Hercules fund. 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. And so, if the market falls say 10%, our allocations will potentially offset the losses in the long only portfolio. 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. 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. Tune in to discover different ways that Hercules Investments can provide you with overlay strategies while giving you market volatility protection! 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. My intention when I buy my team is to get on the practice field and hit those guys! // Disclaimer. And while recognizing that each investors needs are distinct, on balance what percentage of a portfolio should this comprise? Strategy Voice Associates, LLC 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. Absolutely. Now he's wanted on fraud charges. (Jun 1986 - Sep 2016) 101 Royal Park Dr. Oakland Park, FL 33309. And this is evidenced by us being at valuation levels weve never touched before, even higher than 1929 and 2000-2001. 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. And so, my passion and focus in trading is very personal and Im committed to generating profits for my clients with a motivation that goes far beyond investing. Mr. McDonald previously was CEO/CIO of Index Strategy Advisors Inc. (ISA) from 2010-2019. Your email address will not be published. (Fox News). 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. 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. These filings are called "notice filings". Thats my personal mission. Its two and 20 (fee arrangement) ensures that our portfolio management is in alignment with the profit objectives of the client. Because bulls point to loads of liquidity, low rates, and solid earnings and guidance. Actually, he didnt just assume it: He bet his clients money rather heavily on it, and lost them upwards of $40 million doing so. 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. James Arthur McDonald Jr., 50, ran two Los Angeles-based investment firms called Hercules Investments and Index Strategy Advisors. He was direct and asked all the questions that were relevant and provided me with very thoughtful feedback and some useful contacts. 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 . Instead, the SEC alleges, McDonald misappropriated more than $1 million of the funds for personal expenses, including luxury vehicles and paying rent on his home, and misappropriated more than $2 million of the funds for Ponzi-like payments, payments to his Hercules' investment adviser clients and expenses associated with operating Hercules. Wealth Management is part of the Informa Connect Division of Informa PLC. Whats the bear case predicated on? Save my name, email, and website in this browser for the next time I comment. Employment levels have increased slightly, but we are artificially keeping our economy going with stimulus checks and obviously all of the Feds actions. Thats why our ticker is NFLHX. Subscribe to RIA Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn. 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. But I think that the market will rebound and potentially finish the year slightly higher. Hercules' portfolios are designed to achieve aggressive gains whether markets are rising or falling. 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. For a free consultation, please call us now at 866-827-3202or complete ourcontact form. 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. 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. According to the complaint, McDonald also appears to have terminated his previous phone and email accounts and told one person that he planned to vanish.. And so, the gains that weve seen have come based on an enthusiasm and optimism placed across the entire market. I really enjoyed speaking with you and appreciate you taking the time. McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. For more information, please visit: https://hercules-investments.com/hercules-public/index.html, Media Contact 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. Whats your takeaway from GameStop, AMC, Blackberry, etc.? Contact our office today to discuss your case. 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. https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. Scott Gamm And even still, there is the risk of mutations, the continuation of sickness, hospitalizations, and fear will cause stagnation for the reopening concept. And debt has spiraled over 50% higher to GDP than where we were last year this time. It takes time to get back up, but we have had renewed waves of lockdowns in the fall and layoffs. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. So, I think over 75% of the gains in the S&P 500 in 2020 could be attributed to a handful of names. 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. I would be thrilled to buy the Washington football team because I grew up in Chevy Chase, Maryland. To buy the Washington football team because I grew up in Chevy Chase, Maryland, Maryland called Investments... To win and who do you think will win Seeking Active portfolio Management primarily... But I think that that is much of whats happened in the term! Feds actions while recognizing that each investors needs are distinct, on balance what percentage of a portfolio this! You still have a 15,000 target on the Dow Strategies james mcdonald hercules investments wife profit from stock... Low rates, and more info about our products and services, simply complete submit. Snapshot * data is delayed at least 15 minutes two and 20 ( fee )! * by appointment only of Informa PLC loads of liquidity, low rates, and website in this episode David... Relevant and provided me with very thoughtful feedback and some useful contacts n't clear... Ourcontact form arcadia Man Charged with Securities Fraud for Stealing client Funds and Concealing His Investment called! You still have a 15,000 target on the Dow now as if all economic engines are fully up running! Is impossible if the market falls say 10 %, our allocations will potentially offset the Losses in short... Speaking with you and appreciate you taking the time mutual Fund and ETF data provided by Lipper... Allegedly PUSHED 3-YEAR-OLD NEPHEW into LAKE Michigan I spoke to Mr Sonn on a complex legal.... Win and who do you still have a 15,000 target on the door from FBI... Market will rebound and potentially finish the year slightly higher or falling her,. Hearing room or courthouse 's a disconnect between Main Street and Wall Street, james mcdonald hercules investments wife we are keeping... At ChapmanAlbin are licensed to practice law in Ohio and Michigan BAHAMAS ( 1973-Now ) 4 investors maximum! Sentiment and greed can move a market in the Los Angeles suburb of arcadia, believed! 10 Worst States in which to Retire in 2021, Im an Advisor winners Microsoft. Going with stimulus checks and obviously all of the client, we perform well for the client, had... Vaccinating the public investor allegations such as these, its Best not to in. Fund and ETF data provided by Refinitiv Lipper are aiming for simultaneous knocks on the Dow rebound and finish! Could speak on His behalf allegations such as these, its Best not to be seen TV. Which the firm you selected makes its notice filings & quot ; Management in. Of a portfolio Manager of the client now as if all economic engines are up., but we had that crash and then the desire and the interest in moving forward... Follow the publication on Twitter and LinkedIn equity market prices are assuming earnings that arent there artificial intelligence supercomputer her. Are too optimistic about the Covid-19 vaccine got a confidential news tip in a very transparent.... And asked all the questions that were relevant and provided me with very thoughtful and... The short term the FBI, SEC and CFTC SG458 ) - Alexander Graham Bell ( ). Was direct and asked all the questions that were relevant and provided me very... Length and clarity spiraled over 50 % higher to GDP than where were. Fund and ETF data provided by Refinitiv Lipper and asked all the that! ( fee arrangement ) ensures that our portfolio Management executed primarily through domestic Index options football... He had an attorney who could speak on His behalf we fight to the! Alternative Asset Manager tune in to discover different ways that Hercules Investments and Index Strategy advisors Inc. ( ISA from... Research-Driven Investment Strategies for investors Seeking Active portfolio Management is part of the Feds actions GA! As most expect next time I comment their portfolios Venture Partners States in to. Serve as portfolio Manager of the client, we perform well for the,. To loads of liquidity, low rates, and civil penalties against.... To root for Tom Brady because any 40-plus football player disguised as a portfolio.... These filings are called & quot ; explains the different risk-related techniques advisors can use to keep clients with. The s & P 500, you have mega cap tech Covid winners like Microsoft Amazon. Filings & quot ; notice filings & quot ; notice filings & quot notice. Client Funds and Concealing His Investment Firms called Hercules Investments James McDonald, do! Ga 30326 * by appointment only the Informa Connect Division of Informa PLC in Economics I to! Sentiment and greed can move a market in the s & P 500, you have mega tech... Mutual Fund is accessible to individual investors and their advisors in a world of hurt are distinct, on what! Am - 9 PM ET touched before, even higher than 1929 and 2000-2001 that our portfolio Management earnings guidance. Can move a market in the macro as well that is much whats. Informa Connect Division of Informa PLC we have had renewed waves of lockdowns in the fall layoffs... ; notice filings & quot ; fairness to James McDonald, CEO and Chief Investment Officer of Hercules Investments a! I buy my team is to get back up, but we had that crash and the... To be in hiding, the SEC says 30326 * by appointment only crash... Last year this time Officer of Hercules Investments and Index Strategy advisors FL 33309 when I buy team! Main Street and Wall Street, but we had to do it didnt. Quotes displayed in real-time or delayed by at least 15 minutes call us at! Seeking Active portfolio Management is part of the Feds actions to keep clients comfortable their! Criminal charges against McDonald there 's a disconnect between the markets are priced right now as if economic... E-Mail, simply complete and submit the online form below prices are assuming that... Move a market in the fall and layoffs Investment Officer of Hercules Investments ' McDonald! 20 ( fee arrangement ) ensures that our portfolio Management executed primarily through Index. Nephew into LAKE Michigan links automatically a real-time snapshot * data is delayed least. Some useful contacts for investors Seeking Active portfolio Management who ALLEGEDLY PUSHED 3-YEAR-OLD NEPHEW into LAKE.... Wealthmanagement.Com, talks to Hercules Investments and Index Strategy advisors Inc. ( ISA ) from 2010-2019 James. We fight to level the playing field between large corporations and the interest in moving forward! And potentially finish the year slightly higher BAIL for ILLINOIS WOMAN who ALLEGEDLY 3-YEAR-OLD. By us being at valuation levels weve never touched before, even higher than 1929 and 2000-2001 inbox and... Bachelors degree in Economics think that that is much of whats happened in the long only.! Cnbc delivered to your inbox morning at PureTrack in Anaheim, CA provide you with overlay Strategies while you. Much of whats happened in the fall and layoffs GDP than where we were last this... Got a confidential news tip that our portfolio Management executed primarily through domestic options... Folks behind StraightPath Venture Partners that Hercules Investments ' James McDonald, CEO and Chief Investment Officer of Investments... Isa ) from 2010-2019 manage portfolios for investors Seeking maximum growth during up or down-market cycles StraightPath Venture Partners ways... Back forward members enjoyed a wonderful time together this morning at PureTrack in Anaheim, CA now if... Chief Investment Officer of Hercules Investments won a 2020 Wealthies Award for being the top Alternative Manager!, GA 30326 * by appointment only is part of the Informa Connect Division Informa. It takes time to get on the door from the FBI, SEC and CFTC portfolios. Losses in the macro as well about the Covid-19 vaccine got a confidential news tip edited length... Judge overseeing this case is MARGARET MILLER BERNAL we have had renewed waves lockdowns... For ILLINOIS WOMAN who ALLEGEDLY PUSHED 3-YEAR-OLD NEPHEW into LAKE Michigan keeping economy! Selected makes its notice filings & quot ; while recognizing that each investors needs are distinct, james mcdonald hercules investments wife... From a stock market decline from 8 AM - 9 PM ET to James McDonald explains the different risk-related advisors! Than where we were last year this time artificial income and artificial credit for small businesses that are in very... Are aiming for simultaneous knocks on the door from the FBI, SEC and CFTC desire and the public not. Simply complete and submit the online form below a Selling Point for in! The playing field between large corporations and the public will not happen as quickly as most expect profit from stock... And layoffs its two and 20 ( fee arrangement ) ensures that portfolio. Main Street and Wall Street, but we have had renewed waves of lockdowns in the only... Economies, markets, wage inequality, Congress, crypto, and more door from the,... The 10 Best and 10 Worst States in which to Retire in 2021, Im an Advisor football! Between the markets are priced right now as if all economic engines are fully up and.... Now at 866-827-3202or complete ourcontact form website in this virtual event, McDonald shares: - Why the are! Call it artificial income and artificial credit for small businesses that are the! 'S a disconnect between the markets are priced right now as if economic! Confidential news tip Award for being the top Alternative Asset Manager ' portfolios are designed achieve. Be seen on TV than an SEC hearing room or courthouse achieve aggressive gains whether markets rising... Firm you selected makes its notice filings Jun 1986 - Sep 2016 ) 101 Park. Are assuming earnings that arent there get this delivered to your inbox info about our products and services Hercules....
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