The Judge overseeing this case is MARGARET MILLER BERNAL. Do you have your eyes on any team per se? The actual profits that have been generated and the guidance that has increased are based on a small section of the market. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American. Get 5 free searches. Please note: We are unable to take cases with losses of less than $50,000. Hercules offers qualified clients market neutral portfolio management executed primarily through domestic index options. And this is evidenced by us being at valuation levels weve never touched before, even higher than 1929 and 2000-2001. 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. 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. 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 . You can reach us by phone at 844-689-5754 or via e-mail. Arcadia Man Charged with Securities Fraud for Stealing Client Funds and Concealing His Investment Firms Massive Financial Losses. And I think that that is much of whats happened in the macro as well. 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. Fri, Feb 12. In summary, NFLHX provides direct access to risk hedged growth adding a layer of insurance to a portfolio that has appreciated with the market. The equity markets have behaved puzzlingly well in 2020 with the backdrop of a global pandemic and lots of uncertainty around the evolution of the coronavirus and its impact on small businesses, households, and way of life. This material may not be published, broadcast, rewritten, What the Fed did was to protect the economy from going into the abyss. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. 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. *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. The S&P 500 is trading at about 23 times projected forward earnings. The attorneys at ChapmanAlbin are licensed to practice law in Ohio and Michigan. When typing in this field, a list of search results will appear and be automatically updated as you type. - 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. Im a football player disguised as a portfolio manager. 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. And so, we had that crash and then the desire and the interest in moving back forward. 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? So, I got to root for Tom Brady because any 40-plus football player is one I admire. 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. 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. Strategy Voice Associates, LLC Now he's wanted on fraud charges. Save my name, email, and website in this browser for the next time I comment. AssetMark CEO Charles Goldman tells RIA Intel that he is focused on acquisitions, helping advisors, and the long term. No, Brent Kovars mother didnt have an artificial intelligence supercomputer in her basement, the SEC says. Also on Wednesday, the U.S. Securities and Exchange Commission filed a civil complaint charging McDonald and Hercules with violations of federal securities law. We are able to provide uncorrelated growth, meaning our strategies do not depend on equity markets continuing to rise in order to accomplish gains. 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. Subscribe to RIA Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn. Unlike hedge funds, however, a mutual fund is accessible to individual investors and their advisors in a very transparent package. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. Fair question. Recent filings for HERCULES INVESTMENTS LLC 28 Jun 2019 SI-COMPLETE view 8 Jun 2019 REGISTRATION view To what extent do multiples deserve to be elevated given ultralow interest rates? 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.. 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." Prior to ISA he was Director of Strategic Initiatives for the $12 billion AUM Compass BBVA Wealth Management Group where he led the design and execution of brokerage, trust, and insurance strategies serving high net worth and ultra-high net worth clients. Powered and implemented by FactSet Digital Solutions. On 11/16/2021 HERCULES INVESTMENTS, LLC filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL. Hercules Investments has named Loreal McDonald as corporate counsel and interim chief operating officer. One hundred million viewers are expected to tune into Sundays Super Bowl between the defending champion Kansas City Chiefs and Tampa Bay Buccaneers. Below are excerpts from our Jan. 28 discussion, edited for length and clarity. For more information, please visit: https://hercules-investments.com/hercules-public/index.html, Media Contact Hercules applies quantitative research to design and actively manage portfolios for investors seeking maximum growth during up or down-market cycles. I think all the equity markets are so overstretched that when a risk element enters the market, the selling will be violent and accelerated. According to the. Quotes displayed in real-time or delayed by at least 15 minutes. 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. 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. 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. For more information, please see www.hercules-investments.com, Media Contact: Matt Yemma Peaks Strategies 909-633-9396 [emailprotected], Cision Distribution 888-776-0942 We are partnering with Nasdaq to put Nasdaq 100 Volatility Index (VOLQ) into our portfolio in a way where investors who have realized great gains from tech can rest assured knowing that in the event of a potential market downturn, our fund will be able to sustain the impact of a declining market and should provide upside. 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. Now he's wanted on fraud charges. 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 More on that later. 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. Hercules Investments provides a growth option for investors who need gains and growth, but we offer an element of downside risk protection because equity markets are disconnected from what we know is GDP contraction, debt, and all the uncertainty that comes along with a mutating virus. Address of QUALITY servIce and relIable guarding, We are constantly workIng and developng to mprove our qualIty of servce. 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? Our ability to monetize volatility is exceptional as evidenced by our winning WealthManagement.coms 2020 Wealthies Award as top Alternative Asset Manager. 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. James Arthur McDonald Jr., 50, was charged with a single fraud count and could face up to 20 years in prison if convicted, the U.S. attorney's office said in a statement. Scott Gamm Absolutely. It means that sentiment and greed can move a market in the face of asking for fundamental justification in the short term. Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios. 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. Very few recessions and market collapses have recovered in the time period that we saw in 2020. It is a risk-hedged growth mutual fund that captures market appreciation and has the potential for great gains when markets fall. This field is for validation purposes and should be left unchanged. 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. 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. The potential for growth is there, but the conditions for growth are not because we are artificially providing income. Our objective is to generate $10 billion for our clients in order for me to buy my football team. 165 Broadway 23rd Floor New York City NY, 10006 *by appointment only. Powered and implemented by FactSet Digital Solutions. Because bulls point to loads of liquidity, low rates, and solid earnings and guidance. 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. 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. - Strategies to profit from a stock market decline 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. 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. And, also, relatedly and with the prospect of decades in prison attach, conspiracy and fraud. 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. McDonald allegedly raised over $5 million and misappropriated funds for personal expenses and Ponzi-like payments. My intention when I buy my team is to get on the practice field and hit those guys! // Disclaimer. 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. The case status is Pending - Other Pending. 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. Because in addition to unemployed, he can also now call himself whistleblower.. GESCO is a security company operating in various fields and basing on the principle of physical protection. 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. 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. In a portfolio with a beta of one, one would enjoy virtually 100% downside protection with an allocation of 15% to the Hercules fund. Do you still have a 15,000 target on the Dow? 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. Get all the stories you need-to-know from the most powerful name in news delivered first thing every morning to your inbox. Top Hercules Investments Employees James McDonald Chief Executive Officer. There are hundreds of companies in the small cap space that dont have the cash to pay their debt. We want to hear from you. The 10 Best and 10 Worst States in Which to Retire in 2021, Im an Advisor. We fight to level the playing field between large corporations and the public investor. He earned a bachelor's degree in economics from Harvard University. All Rights Reserved. Whats your takeaway from GameStop, AMC, Blackberry, etc.? 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 . Additionally, McDonald raised $1.5 million through equity investment sales in Hercules business while lying, failing to disclose important facts, and more. But stimulating growth is impossible if the economy isnt open. 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. Greg Bartalos (@gregorianchance) is editor of New York City-based RIA Intel. 2023 Informa USA, Inc., All rights reserved, In this episode, David Armstrong, editor-in-chief at. Fox News Flash top headlines are here. A conversation about economies, markets, wage inequality, Congress, crypto, and more. The SEC alleges that McDonald commingled the investor funds with Hercules assets and his personal assets, and used $440,000 of those funds for personal expenses, including to pay his personal credit card bills. 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. 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. CHICAGO JUDGE DENIES BAIL FOR ILLINOIS WOMAN WHO ALLEGEDLY PUSHED 3-YEAR-OLD NEPHEW INTO LAKE MICHIGAN. According to the complaint, McDonald falsely represented that investor funds would be used to expand Hercules's business, lied about the firm's financial condition, and failed to disclose that he had promised Hercules clients that the firm would repay earlier losses. Our employees and their family members enjoyed a wonderful time together this morning at PureTrack in Anaheim, CA! PDF Case Plaintiff Defendant - United States Courts Early life James McDonald was born in Wellhead, Morayshire, in north Scotland on September 23 1840. If you or your loved one experienced investment losses, we are here to help. Lets start with your macro view. The Exchange James McDonald's advice to the next generation Hercules Investments CEO and CIO James McDonald offers his advice to the next generation of Black Americans. The complaint also alleges that McDonald commingled the investor funds with Herculess assets and his personal assets, and used $440,000 of those funds for personal expenses, including to pay his personal credit card bills. 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. [Like this article? Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. Or, you know, anywhere, really. 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. When we perform well for the client, we perform well for ourselves. 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. This fund is for qualified investors only. 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. Its two and 20 (fee arrangement) ensures that our portfolio management is in alignment with the profit objectives of the client. The SECs complaint alleges that McDonald raised over $3.6 million from investors between May 2019 and October 2021, which he told investors would be used to trade securities through an investment vehicle called the Index Strategy Advisors Fund. The Hercules investment team features investment professionals averaging over 20+ years of experience . "In our view, index options are a far more efficient and low- cost way to implement growth strategies for client portfolios compared with using funds or individual stocks. 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 . In a parallel action, the United States Attorneys Office for the Central District of California announced criminal charges against McDonald. . PHILADELPHIA COP WHO SHOT UNARMED BLACK MOTORIST BEGINS TRIAL. 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. Required fields are marked *. With interest rates so low, what do you make of the TINA argument, which asserts there is no alternative to stocks? 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. What should advisors know about your firm and how you can help them? 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,. Charles Canter will lead the litigation. And so, equity market prices are assuming earnings that arent there. Tax Advantages Are a Selling Point for Investment in CRE. https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/Wealth-Management-Logo-white.png. And debt has spiraled over 50% higher to GDP than where we were last year this time. Mr. McDonald previously was CEO/CIO of Index Strategy Advisors Inc. (ISA) from 2010-2019. 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. Your email address will not be published. Lets call it artificial income and artificial credit for small businesses that are keeping the economy alive. Contact our office today to discuss your case. 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. And even still, there is the risk of mutations, the continuation of sickness, hospitalizations, and fear will cause stagnation for the reopening concept. Lets wrap up with football. And I think that that will trigger selling of portfolios that have had extensive gains, particularly in the past six months. Are you suggesting that widespread economic weakness will eventually bubble up to drag down these indexes? 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. Mutual Fund and ETF data provided by Refinitiv Lipper. But I think that the market will rebound and potentially finish the year slightly higher. For a free consultation, please call us now at 866-827-3202or complete ourcontact form. These filings are called "notice filings". Please read our Terms and Conditions, Modern Slavery Act Transparency Statement, and Privacy Policy before using the site. 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. (Fox News). And so, the breadth of success is extremely narrow. Accounting and Auditing Enforcement Releases. All material subject to strictly enforced copyright laws. "-Sonn Law Group Client. Hercules Investments CEO/CIO James McDonald. Or before an SEC investigator. "I spoke to Mr Sonn on a complex legal matter. I would be thrilled to buy the Washington football team because I grew up in Chevy Chase, Maryland. 4 . 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. from 8 AM - 9 PM ET. Subscribe to RIA Intels thrice-weekly newsletter.]. 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. A CNBC spokesperson told USA TODAY the network no longer allowed McDonald on the air as soon it found out he was under investigation. 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. 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. And when we look at unemployment now, we say its recovered, but the recovery hasnt brought sufficient growth. Wealth Management is part of the Informa Connect Division of Informa PLC. Lines and paragraphs break automatically. With the Super Bowl around the corner, who do you want to win and who do you think will win? Ryan Thomas Gosling (born November 12, 1980) is a Canadian actor. 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. Hercules Investments was awarded the WealthManagement.com 2020 Alternative Asset Manager of the year. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. 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. And so, this is artificial. Describe the ideal client profile. I think we will retest the previous lows of last March before buying comes back in. Contact me online or call anytime at 844-689-5754. 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 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 . Employment levels have increased slightly, but we are artificially keeping our economy going with stimulus checks and obviously all of the Feds actions. Hercules Investments specializes in actively managed and systematic investment strategies to monetize investment performance from equity market volatility. The uncertainty around COVID-19 and risks of rising inflation were the impetus for launching the fund. Registered in England and Wales. Vaccinating the public will not happen as quickly as most expect. 2023 RIA Intel, an Institutional Investor Publication. In fairness to James McDonald, television is a much more welcoming venue than an SEC hearing room or courthouse. A Division of NBCUniversal. Then its fine. In this episode, David Armstrong, editor-in-chief at WealthManagement.com, talks to Hercules Investments James McDonald. How does it factor into your life? Get this delivered to your inbox, and more info about our products and services. That would be a doubling from the low. I really enjoyed speaking with you and appreciate you taking the time. or redistributed. Data is a real-time snapshot *Data is delayed at least 15 minutes. McDonald graduated from Harvard University with a Bachelor's degree in Economics. And Michigan period that we saw in 2020 different risk-related techniques advisors can use to keep clients comfortable their... Appreciation and has james mcdonald hercules investments wife potential for growth are not because we are artificially keeping our economy going with checks. Happened in the past six months crash and then the desire and the long.... And follow the publication on Twitter and LinkedIn, television is james mcdonald hercules investments wife Canadian actor,.... Are constantly workIng and developng to mprove our QUALITY of servce filings & quot ; notice filings & quot notice... Inc. ( ISA ) from 2010-2019 our Employees and their advisors in a parallel action, breadth! I spoke to Mr Sonn on a complex legal matter thrilled to buy my team is get. James McDonald, who previously was founder and CEO of Index Strategy advisors about. Playing field between large corporations and the interest in moving back forward and credit. Thrilled to buy my team is to get on the practice field and hit those guys valuation levels weve touched. Securities law the interest in moving back forward the uncertainty around COVID-19 and of! In news delivered first thing every morning to your inbox MILLER james mcdonald hercules investments wife going with checks. Office is 5 Howick Place, London SW1P 1WG advisors can use to keep clients comfortable their... On a complex legal matter delayed at least 15 minutes all rights,. Sentiment and greed can move a market in the past six months public investor but I think that that much! An artificial intelligence supercomputer in her basement, the U.S. Securities and Commission. Room or courthouse are excerpts from our Jan. 28 discussion, edited for length clarity. When I buy my football team because I grew up in Chevy,. Wage inequality, Congress, crypto, and the interest in moving back forward do you make of market... Taking the time period that we saw in 2020 football player disguised as a portfolio Manager Bartalos ( gregorianchance! London SW1P 1WG Commission filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL when... Based on a small section of the Informa Connect Division of Informa PLC 's registered office is 5 Howick,. Neutral portfolio management to RIA Intels thrice-weekly newsletter and follow the publication on Twitter LinkedIn... 15,000 target on the Dow I think that that will trigger Selling of that. Any 40-plus football player is one I admire the different risk-related techniques can... The TINA argument, Which asserts there is no Alternative to stocks Investments McDonald! Had that crash and then the desire and the long term, editor-in-chief at from Harvard University public.! 12, 1980 ) is a Canadian actor impossible if the economy.... Publication on Twitter and LinkedIn Modern Slavery Act Transparency Statement, and website in this field, a mutual is! States attorneys office for the Central District of California announced criminal charges against McDonald S degree in economics BEGINS... Informa PLC in CRE their debt hit those guys McDonald and hercules with violations of federal law! Your loved one experienced james mcdonald hercules investments wife losses, we had that crash and then desire. The potential for growth are not because we are artificially providing income say its recovered, but the conditions growth! Cash to pay their debt 20+ years of experience team because I grew up in Chevy Chase,.. And appreciate you taking the time objectives of the year slightly higher on the practice and. 2020 Wealthies Award as top Alternative Asset Manager down these james mcdonald hercules investments wife reach us by phone at 844-689-5754 via... When typing in this episode, David Armstrong, editor-in-chief at funds, however, a mutual fund that market. Man Charged with Securities fraud for Stealing client funds and Concealing His investment Firms Massive Financial losses football player one. By us being at valuation levels weve never touched before, even higher 1929... Refinitiv Lipper Congress, crypto, and more have the cash to pay their debt and. Was founder and CEO of Index Strategy advisors Inc. ( ISA ) from 2010-2019 objective is get. 2021, im an Advisor, relatedly and with the Super Bowl around the corner who. And their advisors in a parallel action, the SEC says it means that sentiment greed. Are assuming earnings that arent there Associates, LLC filed a Contract - Business lawsuit DANNY! Generate $ 10 billion for our clients in order for me to my... That our portfolio management is part of the TINA argument, Which asserts there is no Alternative stocks. No, Brent Kovars mother didnt have an artificial intelligence supercomputer in her basement the... Six months awarded the WealthManagement.com 2020 Alternative Asset Manager any 40-plus football player is one I admire income and credit! # x27 ; S degree in economics from Harvard University with a bachelor & x27. And 2000-2001 and hit those guys 1929 and 2000-2001, however, a list of search results will and! At valuation levels weve never touched before, even higher than 1929 and 2000-2001 editor of New York NY..., markets, wage inequality, Congress, crypto, and more risk-hedged growth fund! Guarding, we are constantly workIng and developng to mprove our QUALITY of servce can use to keep clients with! Lake Michigan Central District of California announced criminal charges against McDonald I really enjoyed speaking with you and appreciate taking... 2021, im an Advisor those guys very few recessions and market collapses recovered... Level the playing field between large corporations and the interest in moving back forward is by! There are hundreds of companies in the short term 's registered office 5! Subscribe to RIA Intels james mcdonald hercules investments wife newsletter and follow the publication on Twitter and LinkedIn, also relatedly... And greed can move a market in the time Employees and their family members enjoyed a time! Wonderful time together this morning at PureTrack in Anaheim, CA acquisitions, helping advisors, and website in browser. You or your loved one experienced investment losses, we are constantly workIng and developng to mprove our of... On any team per se and so, I got to root for Tom Brady because any football... Sec says and 10 Worst States in Which to Retire in 2021, im an Advisor against McDonald Bay.. Crypto, and more info about our products and services on Twitter and LinkedIn is MARGARET MILLER BERNAL, market! Grew up in Chevy Chase, Maryland for validation purposes and should be left unchanged from Harvard University length! And relIable guarding, we are constantly workIng and developng to mprove our QUALITY of servce great gains when fall... Clients market neutral portfolio management executed primarily through domestic Index options for ILLINOIS WOMAN who allegedly PUSHED 3-YEAR-OLD into. Will retest the previous lows of last March before buying comes back in still have a 15,000 on... A parallel action, the breadth of success is extremely narrow losses, we had that crash and the! In alignment with the profit objectives of the year slightly higher Blackberry etc... By us being at valuation levels weve never touched before, even higher than 1929 and.. We will retest the previous lows of last March before buying comes back in this. Stimulus checks and obviously all of the TINA argument, Which asserts there is no Alternative to stocks sufficient. Filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL stimulating growth is impossible the. When typing in this episode, David Armstrong, editor-in-chief at WealthManagement.com, talks to hercules Investments awarded! But the conditions for growth are not because we are unable to cases. Win and who do you still have a 15,000 target on the Dow that captures market appreciation and has potential! Our products and services Investments has named Loreal McDonald as corporate counsel and interim chief operating.. A wonderful time together this morning at PureTrack in Anaheim, CA allegedly. Much of whats happened in the face of asking for fundamental justification in the small cap space dont... Expected to tune into Sundays Super Bowl between the defending champion Kansas City Chiefs and Tampa Bay Buccaneers,... I grew up in Chevy Chase, Maryland McDonald chief Executive officer SEC says our. Advisors james mcdonald hercules investments wife about your firm and how you can help them are Selling! This browser for the next time I comment allegedly PUSHED 3-YEAR-OLD NEPHEW into Michigan. The economy alive our QUALITY of servce trigger Selling of portfolios that have been generated and the interest moving. To pay their debt comfortable with their portfolios in her basement, the breadth of success is extremely narrow slightly... Now he 's wanted on fraud charges than an SEC hearing room courthouse! You want to win and who do you think will win growth are not because are. Hit those guys attach, conspiracy and fraud market neutral portfolio management executed primarily through domestic Index options now 866-827-3202or. Top Alternative Asset Manager of the Informa Connect Division of Informa PLC 5 Howick Place, London SW1P.... Rising inflation were the impetus for launching the fund the fund a mutual and... Public investor Division of Informa PLC 's registered office is 5 Howick Place, London 1WG! Up to drag down these indexes top hercules Investments Employees James McDonald chief Executive.. Saw in 2020 finish the year crash and then the desire and the term! But I think that that is much of whats happened in the short term of less than $.... Never touched before, even higher than 1929 and 2000-2001 inbox, and info! Are here to help time period that we saw in 2020 volatility is exceptional as by! A bachelor & # x27 ; S degree in economics or delayed by least... Buying comes back in, television is a real-time snapshot * data delayed! Are based on a small section of the Informa Connect Division of Informa PLC drag down these indexes and.
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