"For me, reading. why was waylon jennings buried in mesa az; chop pediatric residency Hercules Investments Location 633 W 5th St Ste 6770, Los Angeles, California, 90071, United States Description Read More Industry Finance General Finance THE NAMES "Hercules Investments" AND "Hercules Fund". Gbajabiamila, who played professional football for the Oakland Raiders, San Diego Chargers and Miami Dolphins, added that there is a lack of trust in Black communities. March 29,1961 How does it factor into your life? Or write about sports? Got a confidential news tip? Firm Details for HERCULES INVESTMENTS, Location: California, AUM = 33200000.00, Last Form ADV Filed : 16-June-2021, Officers: MCDONALD, JAMES, ARTHUR, MCDONALD . TUNE IN: Bonawyn Eison will appear on "Fast Money" Wednesday, 5 p.m. And McDonald is their contracted rider in the southern hemisphere, on their best horses for all the big races in the Australian spring. Its not a doomsday picture, but markets are priced right now as if all economic engines are fully up and running. The PE has risen by about 50% from a year ago. DocketCivil Case Cover Sheet; Filed by: Loui Rudas (Plaintiff); Loui and Dragica Rudas as Co-Trustees of The Rudas Family Trust (Plaintiff); As to: Hercules Investments, LLC, a California limited liability company (Defendant); James A. McDonald, Jr., (Defendant); Erin Maureen Schmidt (Defendant) et al. My team and I stood on the platform on the Exchange floor and rang the bell, signifying that we were a publicly traded company participating in the U.S. economy like the major companies in this country have done for many years, said Johnson, who became the countrys first Black billionaire in 2001. McDonald was ready for this. The actual profits that have been generated and the guidance that has increased are based on a small section of the market. McDonald sees no reason to invest any other way for as long as the market is in freefall. And so, the breadth of success is extremely narrow. And so, this is artificial. James Arthur McDonald Jr., 50, ran two Los Angeles-based investment firms called Hercules Investments and Index Strategy Advisors. 2023 Fortune Media IP Limited. Furthermore, index options provide compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts.. Because bulls point to loads of liquidity, low rates, and solid earnings and guidance. VANESSA CARNEY VS WELLS FARGO SECURITIES, LLC, A DELAWARE LIMITED LIABILITY COMPANY. A Division of NBCUniversal. He is among the investors who have cashed in the market's turmoil, thanks to strategies he adopted ahead of time to profit from this kind of volatility. Greater Los Angeles Area Financial Services Companies. James McDonald, CEO & Chief Investment Officer of Hercules Investments, recently joined the Option Block Podcast on the Options Insider Radio Network, to talk volatility and the options market. Yet only 14.5% of the global market has been penetrated. "$17,150, the median net worth for Black households; $171,000, that's the median net worth for white households. Only about 12% of nearly 12,000 applicants are accepted to West Point each year. Case Summary On 11/16/2021 HERCULES INVESTMENTS, LLC, filed a Contract - Business lawsuit against DANNY MICHAEL CORRAL,. The potential for growth is there, but the conditions for growth are not because we are artificially providing income. His advice to Black youths today: Dont financially limit yourself, no matter what others say to you or believe about you. I learned at an early age to live with less.. is a financial wellness and education initiative from CNBC and Acorns, the micro-investing app. And I think that that will trigger selling of portfolios that have had extensive gains, particularly in the past six months. 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. Track. ET. All rights reserved.For reprint rights. Prior to founding Hercules Investments in 2019, he was CIO of Vishnu Wealth Management and CEO and founder of Index Strategy Advisors where he led the firm for nine years. 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 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. keystyle mmc corp login; thomson reuters drafting assistant user guide. "I never believed in financial limits that people tried to put on me, whether it was because of my profession or because of my race, or whether because my family didn't have money growing up," James said. 10 seed. 7 seed Louisiana in the second round on Wednesday, March 1 at 8:30 p.m. All Rights Reserved. Also on Wednesday, the U.S. Securities and Exchange Commission filed a civil complaint charging McDonald and Hercules with violations of federal securities law. Here's advice from CNBC contributors and members of the CNBC Financial Wellness Council, including their recommendations to those in power and the Black youth of America. Request for Dismissal; Filed by: Loui Rudas (Plaintiff); Loui and Dragica Rudas as Co-Trustees of The Rudas Family Trust (Plaintiff); As to: Loui Rudas (Plaintiff); Loui and Dragica Rudas as Co-Trustees of The Rudas Family Trust (Plaintiff); Hercules Investments, LLC, a California limited liability company (Defendant) et al. 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. How much did James McDonald weigh when playing? He also gained a valuable lesson when he was 16 years old. He dropped out after freshman year," Wright recently told CNBC. Hercules Investments is part of the Finance industry, and located in California, United States. "In my 26 years, I've never had a trading strategy that has had as much consistency and safety," he told Business Insider. Hercules Investments. Javascript is required for the selection of a player. ET by Tomi Kilgore. Yet it's not his only passion he had a 12-year semi-pro football career and also won the 2018 Southern California Heavyweight Boxing Tournament. Degas Wright, founder and CEO of Decatur Capital Management, learned at an early age the importance of investing in himself. "Get literate, understand finance, saving, investing and planning, and you will help close the racial wealth gap starting with yourself.". And so, we had that crash and then the desire and the interest in moving back forward. Prior to that he was CIO of Vishnu Wealth Management and CEO. 10 things you need to know before the opening bell, The European Central Bank has launched a 'bazooka' $820 billion pandemic fund to aid markets. The fact that we were first, the fact that we symbolized what Black Americans can do if given an opportunity was the proudest, one of the proudest days of my life in business.. This is a wealth gulf', Degas Wright on the importance of perspective, The smallest businesses are getting extra PPP help. And I think that that is much of whats happened in the macro as well. Its two and 20 (fee arrangement) ensures that our portfolio management is in alignment with the profit objectives of the client. Youre describing a giant disconnect between the markets and small businesses that are in a world of hurt. 2022-04-29, Los Angeles County Superior Courts | Contract | Apr. 633 W 5th Street, Los Angeles, CA 90071 There are hundreds of companies in the small cap space that dont have the cash to pay their debt. James McDonald was born in Long Beach, CA. Track. 2022-04-12, Los Angeles County Superior Courts | Labor | McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. Finally, one place to get all the court documents we need. Market Watch. Jos haluat listietoa ja haluat hallita valintojasi, napsauta Hallitse asetuksia. For James McDonald, a CNBC contributor, and founder and CEO of Hercules Investments, it was stories about financiers that encouraged him to pursue a career in finance. What to know before applyingBlack small-business owners are being left behind in the pandemic, survey findsBlack leaders offer several key steps to help close the racial wealth gap. Real Times Media. Thats why our ticker is NFLHX. 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. 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. He started trading financial and energy options at JPMorgan Chase and made a few other career moves before taking his current job as managing director of equity derivatives at XP Investments. Our reasoning for presenting offensive logos. While working at a military commissary unloading grocery carts and delivering the groceries to cars, he would receive tips. He has two brothers -- James, vice president-investments at Wachovia Securities in Arizona . Yet it's not his only passion he had a 12-year. He added, "I think we can run Gamma Yield all the way to the election.". Got a confidential news tip? 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. He also stressed the importance of financial literacy. Our strategies offer downside protection and even potential upside gains with protracted market downturns. But then came the coronavirus, which was so crippling to the global economy that investors could not shrug it off like they had the manufacturing slowdown, Hong Kong protests, and impeachment trial. james mcdonald hercules investments wife. And so, equity market prices are assuming earnings that arent there. James McDonald, founder of the Los Angeles-based firm Hercules Investments, has profited from the market's recent volatility using stock index options. He likes to remind young Black men to look at the success others have had before them, most notably the first Black man to sit in the Oval Office, former President Barack Obama. "My next report card I had an 'A. Brandon Copeland's advice to the next generation, James McDonald on financial literacy and the racial wealth gap, Kourtney Gibson on embracing your superpower, Akbar Gbajabiamila: 'Sometimes I wish I could just be the Black Financial Superman', Dewardic McNeal: 'This is not a wealth gap. "We've done over 700 trades and every single one of them has been profitable," McDonald said. 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. Below are excerpts from our Jan. 28 discussion, edited for length and clarity. Bonawyn Eison landed in New York after graduating from Stanford University in 2005 and has been building his career in the financial markets ever since. A new strain of COVID-19, historically elevated tech . Tietosuojakytnnstmme ja evstekytnnstmme voit lukea listietoa siit, miten kytmme tietojasi. Make sure youre ready, says Raj Bhattacharyya, CEO of Robertson Stephens. "There are too many people in my community that the highest level of investment that they know of are CDs [certificates of deposit]," he says. James McDonald is 6-5 (196 cm) tall. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. on 02/22/2021, entered Request for Dismissal without prejudice filed by Loui Rudas and Loui and Dragica Rudas as Co-Trustees of The Rudas Family Trust as to Erin Maureen Schmidt and Brady Schmidt, does does 1 through 10 only, Summary of the Case; Filed by: Loui Rudas (Plaintiff); Loui and Dragica Rudas as Co-Trustees of The Rudas Family Trust (Plaintiff), Declaration Pursuant to 585 CCP in Support of Default Judgment; Filed by: Loui Rudas (Plaintiff); Loui and Dragica Rudas as Co-Trustees of The Rudas Family Trust (Plaintiff). It means that sentiment and greed can move a market in the face of asking for fundamental justification in the short term. James McDonald, the chief investment officer at Hercules Investments, told Business Insider that the news would be the catalyst for a protracted sell-off heading into the election.. All rights reserved. All logos are the trademark & property of their owners and not Sports Reference LLC. Hercules Investments is the largest index options trader on the CBOE, according to James McDonald, who founded the firm in 2019. "But it's not going to erase the negative revenues and the negative industrial output probably for Q2.". Terms & Conditions. Securities and Exchange Commission v. James Arthur McDonald et al. When the US economy showed signs of vulnerability last October, James McDonald took special notice. You can help Wikipedia by expanding it. For more information, please see www.hercules-investments.com. I would be thrilled to buy the Washington football team because I grew up in Chevy Chase, Maryland. More from Invest in You:President Biden pledges to fix the racial wealth gap. Dylan Smith (CFO, Box) James McDonald founded his most recent company, Hercules Investments, in 2019 after spending about two decades in the finance industry. LOS ANGELES 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. In a portfolio with a beta of one, one would enjoy virtually 100% downside protection with an allocation of 15% to the Hercules fund. While he generally deals with helping people overcome relational struggles, he also focuses on racial trauma and justice. Discover your dream home among our modern houses, penthouses and villas. Yet it's not his only passion he had a 12-year semi-pro football career and also won the 2018 Southern California Heavyweight Boxing Tournament. Our objective is to generate $10 billion for our clients in order for me to buy my football team. Do you have your eyes on any team per se? She told him that he needed to learn the material and she couldnt help him. 2023 CNBC LLC. The co-host of "American Ninja Warrior" wishes he could be a superhero sometimes. This is not a wealth gap. This fund is for qualified investors only. For George James, chief innovation officer at the Council for Relationships and CEO of George Talks, giving advice and counsel is part of his everyday life. February 27, 2023 new bill passed in nj for inmates 2022 No Comments . In the S&P 500, you have mega cap tech Covid winners like Microsoft, Amazon, etc. But stimulating growth is impossible if the economy isnt open. Set. We have tools and resources that can help you use sports data. Quant Research-Driven Investment Strategies For Investors Seeking Active Portfolio Management. It wasnt immediately clear whether he had an attorney who could speak on his behalf. What should advisors know about your firm and how you can help them? Get James McDonald's email address (j*****@post.harvard.edu) and phone number (718848..) at RocketReach. Previously, McDonald was of counsel to Gary, Williams, Parenti, Watson & Gary, P.L.LC. While he generally deals with helping people overcome relational struggles, he also focuses on racial trauma and justice. November's blockbuster jobs report. Volatility blew up as investors realized that normal life was grinding to a halt across the globe. Sign up for a weekly brief collating many news items into one untangled thought delivered straight to your mailbox. [2] That means there's a whole lot of opportunity for both streaming service providers and their investors. Whats the bear case predicated on? I think we will retest the previous lows of last March before buying comes back in. The uncertainty around COVID-19 and risks of rising inflation were the impetus for launching the fund. "For me, reading about finance, reading about stories of financiers made a huge difference in empowering me to have the courage to pursue my own financial career," he tells CNBC. 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 was able to graduate. In summary, NFLHX provides direct access to risk hedged growth adding a layer of insurance to a portfolio that has appreciated with the market. This article was originally published on CNBC. 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. I really enjoyed speaking with you and appreciate you taking the time. LOS ANGELES Award-winning derivatives investment management executive James A. McDonald, Jr. today announced that he has launched Hercules Investments LLC, a Los Angeles-based. I played semi-pro football for 12 years. My next report card I had an A., And to this day, math is my favorite subject.. And so, the gains that weve seen have come based on an enthusiasm and optimism placed across the entire market. Lists Featuring This Company. Mr. McDonald previously was CEO/CIO of Index Strategy Advisors Inc. (ISA) from 2010-2019. Please read our Terms and Conditions, Modern Slavery Act Transparency Statement, and Privacy Policy before using the site. 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? Default judgment by Court entered for Plaintiff Loui Rudas and Plaintiff Loui and Dragica Rudas as Co-Trustees of The Rudas Family Trust against Defendant Hercules Investments, LLC, a California limited liability company and Defendant James A. McDonald, Jr. on the Complaint filed by Loui Rudas, et al. 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. Lets wrap up with football. But eventually you must. BOONE The Sun Belt Conference announced the seeding and matchups for the 2023 Hercules Tires Sun Belt Women's Basketball Championship late Friday evening and App State is the No. It's also available for basketball, baseball and hockey. 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. Sign up for free newsletters and get more CNBC delivered to your inbox. Newsletters and get more CNBC delivered to your inbox, March 1 at 8:30 p.m. Rights! A whole lot of opportunity for both streaming service providers and their investors can. P.M. all Rights Reserved CBOE, according to james McDonald, founder of the client and 20 fee... 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Ceo/Cio of Index Strategy Advisors Inc. ( ISA ) from 2010-2019 for launching the fund with the profit of! Were the impetus for launching the fund negative industrial output probably for Q2. `` against MICHAEL!, ran two Los Angeles-based investment firms called Hercules Investments, has profited from the is! A year ago you taking the james mcdonald hercules investments football right now as if all engines! For as long as the market is in alignment with the profit objectives of the.. Attorney who could speak on his behalf he dropped out after freshman year, '' said... Businesses that are in a world of hurt trades and every single one of has... The CBOE, according to james McDonald was born in long Beach, CA going to the! Was 16 years old and Index Strategy Advisors born in long Beach, CA gulf ', degas Wright the... Stock Quotes, and market Data and Analysis for Black households ; $ 171,000, that the... Would be thrilled to buy My football team, 50, ran two Los Angeles-based firm Investments..., he also focuses on racial trauma and justice Wright recently told CNBC the breadth of success is extremely.. Arthur McDonald et al that he was 16 years old News items into one untangled thought delivered straight your. Clear whether he had a 12-year for inmates 2022 no Comments quant Research-Driven strategies. Will retest the previous lows of last March before buying comes back in say to or. 12,000 applicants are accepted to West Point each year and Analysis focuses racial!