Volatility blew up as investors realized that normal life was grinding to a halt across the globe. Weve excelled at some of the largest financial institutions and weve generated billions in those areas of finance that are most complex, McDonald said. I played semi-pro football for 12 years. Rams Get McDonald Back From Lions for a Draft Pick, Pirates' James McDonald Still Living Dodger Stadium Childhood Dreams, https://en.wikipedia.org/w/index.php?title=James_McDonald_(American_football)&oldid=1134094613, Players of American football from Long Beach, California, National Football League replacement players, Long Beach Polytechnic High School alumni, American football tight end, 1960s birth stubs, Short description is different from Wikidata, NFL player missing current team parameter, Infobox NFL biography articles with old NFL.com URL, Creative Commons Attribution-ShareAlike License 3.0, This page was last edited on 17 January 2023, at 00:16. In a portfolio with a beta of one, one would enjoy virtually 100% downside protection with an allocation of 15% to the Hercules fund. View history James Zell McDonald (born March 29, 1961) is a former American football tight end in the National Football League. Federal prosecutors charged McDonald with one count of. 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. 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. "We've done over 700 trades and every single one of them has been profitable," McDonald said. While he generally deals with helping people overcome relational struggles, he also focuses on racial trauma and justice. james mcdonald hercules investments wife. Hercules Investments was founded by James McDonald, who previously was founder and CEO of Index Strategy Advisors. The potential for growth is there, but the conditions for growth are not because we are artificially providing income. Javascript is required for the selection of a player. James McDonald has not been elected into the Hall of Fame. I would be thrilled to buy the Washington football team because I grew up in Chevy Chase, Maryland. 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. Also on Wednesday, the U.S. Securities and Exchange Commission filed a civil complaint charging McDonald and Hercules with violations of federal securities law. 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. 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. Vaccinating the public will not happen as quickly as most expect. There is nothing like self-empowerment: Feeling like you have the tools within yourself to kind of move forward, said Bonawyn Eison of XP Investments. Unlike hedge funds, however, a mutual fund is accessible to individual investors and their advisors in a very transparent package. I would highly recommend them for any growth company looking for capital. Instead of focusing on what you may need or think you can't have, find out what it is you truly want in your life and work tirelessly towards that goal, he advised. New RIA of the Year nominee Colton Etherton helps tattoo artists prepare for the future. SIMPLY PUT - where we join the dots to inform and inspire you. Furthermore, index options provide compelling risk/return profiles with substantially less risk and volatility than their stock option counterparts.. Yet it's not his only passion he had a 12-year. 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). CNBC spoke with Black leaders about their advice for the next generation, as well as their defining career moments and lessons theyve learned. Yet at the same time, people of color are facing an outsized financial hit from the coronavirus pandemic. Hercules has been a great partner for Box since 2008. All rights reserved. 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. His advice to Black youths today: Don't financially limit yourself, no matter what others say to you or believe about you. How does it factor into your life? All Rights Reserved. While he generally deals with helping people overcome relational struggles, he also focuses on racial trauma and justice. "We have not had a single loser because of this environment and it makes no sense to do anything else at this point. Subscribe to RIA Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn. It wasnt immediately clear whether he had an attorney who could speak on his behalf. Mr. McDonald previously was CEO/CIO of Index Strategy Advisors Inc. (ISA) from 2010-2019. We are able to provide uncorrelated growth, meaning our strategies do not depend on equity markets continuing to rise in order to accomplish gains. Lululemon is among the founding sponsors of the Canadian Journalism Foundation's Black Journalism Fellowship. Our reasoning for presenting offensive logos. In celebration of Black History Month,CNBC Invest in Youis featuring weekly stories from CNBC contributors and members of theFinancial Wellness Council, including the lessons they've learned growing up, their advice to Black youth, their inspirations and how they are working to close the racial wealth gap. Wright is the founder and CEO of Decatur Capital Management. And the best part of all, documents in their CrowdSourced Library are FREE! (No Ratings Yet) 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. Tietoja laitteestasi ja Internet-yhteydest (esimerkiksi IP-osoitteesi), Selaaminen ja hakutoiminnot Yahoon verkkosivustojen ja -sovellusten kytn aikana. Instead, it is something people need to seek out. ', "And to this day, math is my favorite subject.". on 02/22/2021 for damages of $675,000.00, attorney fees of $8,640.00, interest of $38,187.75, and costs of $2,779.75 for a total of $724,607.50. He hopes those who aspire to become successful adopt the mindset that they have limitless possibilities. And McDonald is their contracted rider in the southern hemisphere, on their best horses for all the big races in the Australian spring. The ideal client would have a portfolio of stocks that have appreciated with the market and while offering great growth potential is susceptible to a market downturn. Gibson currently is a board member for Canada-based athletic apparel brand Lululemon. What to know before applying, Black small-business owners are being left behind in the pandemic, survey finds, Black leaders offer several key steps to help close the racial wealth gap, Money 101 is an 8-week learning course to financial freedom, delivered weekly to your inbox, Here's the credit score you need to buy a home, New cars are still selling for over MSRP. UniCourt uses cookies to improve your online experience, for more information please see our Privacy Policy. 'There are no limits. Also, the Cboe Volatility Index (VIX) was near historic lows, showing that investors expected the good times to persist. Its not a doomsday picture, but markets are priced right now as if all economic engines are fully up and running. Hercules Investments Chief Executive Officer James McDonald expects additional declines in tech stocks and the broader equity market. Hercules Investments is the largest index options trader on the CBOE, according to James McDonald, who founded the firm in 2019. VS PIER ASSET MANAGEMENT LLC, ET AL. It's up to you to use it," she says. The pandemic has widened the gap between Black-owned businesses and their white counterparts. The underlying ETF's price went from about $11 as the S&P 500 peaked on Feb. 19 to above $126 on Wednesday - a gain of more than 1,050%. 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. If the next generation wants to succeed they need to turn to their superpower, according to Kourtney Gibson, president and partner at Loop Capital Markets. Consequently, these options have become more valuable to account for the wide range of possibilities that traders are pricing in for the future. My dream is to buy an NFL team. But buying index call options should remain profitable all the way through the election because smaller pockets of volatility are likely. Yet it's not his only passion he had a 12-year. He then started The RLJ Companies, which is headquartered in Bethesda, Maryland, and invests in diverse businesses. He is now shifting to what he calls a Gamma Yield strategy that's designed to take advantage of excess volatility and fear in the market. Ventured Growth, Episode 19: Cleantech 2.0. The Mountaineers will take on No. Below are excerpts from our Jan. 28 discussion, edited for length and clarity. James Arthur McDonald Jr., 50, ran two Los Angeles-based investment firms called Hercules Investments and Index Strategy Advisors. The CEO and chief investment officer of Hercules Investment, a Los Angeles-based RIA, saw his college football career cut short by a catastrophic knee injury that sidelined him for 15 years. Salesforce is paying Matthew McConaughey reported $10 million a year for creative help despite laying off 8,000 Once a saver, always a saver: Warren Buffett says generational wealth isnt what it used to be in his annual letter CA Notice at Collection and Privacy Notice, Do Not Sell/Share My Personal Information. [1] He played college basketball at Southern California (USC) and did not play college football. We spoke with Black leaders about their advice for the next generation, as well as their defining career moments and lessons they've learned. 2022-04-29, Los Angeles County Superior Courts | Contract | 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. When the US economy showed signs of vulnerability last October, James McDonald took special notice. As of January, the unemployment rate for Black Americans was at 9.2% compared to 5.7% for white Americans, according to data from the Federal Reserve Bank of St. Louis. "There is nothing like self-empowerment: Feeling like you have the tools within yourself to kind of move forward," said Eison, who credits his mother for helping shape him into the man he is today. 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. Market Watch. And so the more fear exists in markets, the better the strategy performs. Whether you're a curious investor or a successful start-up seeking VC financing, Hercules Capital is for you. Do you have your eyes on any team per se? Join our linker program. "We've got to tear down that wall. It is your superpower, it can be your superpower. 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. Prior to that he was CIO of Vishnu Wealth Management and CEO. Our ability to monetize volatility is exceptional as evidenced by our winning WealthManagement.coms 2020 Wealthies Award as top Alternative Asset Manager. Yahoo Finance's Alexis Christoforous and Brian Sozzi speak with James McDonald, CEO of Hercules Investments, about the latest market moves. With the Super Bowl around the corner, who do you want to win and who do you think will win? Use of this site constitutes acceptance of our Terms of Use and Privacy Policy | CA Notice at Collection and Privacy Notice| Do Not Sell/Share My Personal Information| Ad Choices This case was filed in Los Angeles County Superior Courts, Stanley Mosk Courthouse located in Los Angeles, California. "These are incredibly uncertain times for the stock market and for investors," said James. 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. Tietosuojakytnnstmme ja evstekytnnstmme voit lukea listietoa siit, miten kytmme tietojasi. And so, this is artificial. 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. Hercules portfolios are designed to achieve aggressive gains whether markets are rising or falling. inLong Beach,CA, Weighted Career AV (100-95-): 2 (13368th overall since 1960), High School: 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. It is a risk-hedged growth mutual fund that captures market appreciation and has the potential for great gains when markets fall. Owner @ Houston Wolverines Semi-Pro Football Team; Vice President, Director of Strategic Initiatives, Wealth Management Group @ Bbva Compass . At this elite institution, Wright learned that a person's perspective can make all the difference. He expects volatility to eventually normalize, just as it departed from its normal historical range. Do you have a blog? 2023 CNBC LLC. 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,. HERCULES INVESTMENTS, LLC, ET AL. Get James McDonald's email address (j*****@post.harvard.edu) and phone number (718848..) at RocketReach. You can help Wikipedia by expanding it. 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