James McDonald founded his most recent company, Hercules Investments, in 2019 after spending about two decades in the finance industry. "I learned at an early age to live with less.". Notice of Case Assignment - Unlimited Civil Case; Filed by: Clerk. As a cadet, he helped change The Citadel. Sign up for free newsletters and get more CNBC delivered to your inbox. denverymca.org. "There are going to be explosive opportunities for investors," says James McDonald, CEO of investment firm Hercules Investments on November 12. A cursory look at the stock market's moves during the last couple of days demonstrates why these options have been so profitable. You can do it, too, he added. He started Black Entertainment Television with a $15,000 loan in 1980 and in 1991 he launched it as a public company the first African-American-owned one traded on the New York Stock Exchange. why was waylon jennings buried in mesa az; chop pediatric residency 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. 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). Our reasoning for presenting offensive logos. All rights reserved. Volatility itself could be owned through a number of securities. Los Angeles Financial Services Companies. Absolutely. While working at a military commissary unloading grocery carts and delivering the groceries to cars, he would receive tips. Got a confidential news tip? DocketNotice of Case Assignment - Unlimited Civil Case; Filed by: Clerk, U.S. District Courts | Finance | Subscribe to RIA Intels thrice-weekly newsletter and follow the publication on Twitter and LinkedIn. Our reasoning for presenting offensive logos. The co-host of "American Ninja Warrior" wishes he could be a superhero sometimes. A Division of NBCUniversal. He played for the Los Angeles Rams and Detroit Lions. 'There are no limits. Every Sports Reference Social Media Account, Site Last Updated: Thursday, March 2, 12:12AM. We are able to provide uncorrelated growth, meaning our strategies do not depend on equity markets continuing to rise in order to accomplish gains. After earning a "D" in eighth-grade algebra, he told his mother that he was one of just two Black students in his class and didn't want the White students to think he was stupid. 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. I want everybody to win. Owner @ Houston Wolverines Semi-Pro Football Team; Vice President, Director of Strategic Initiatives, Wealth Management Group @ Bbva Compass . My next report card I had an A., And to this day, math is my favorite subject.. The Hardest Part of Building Your Business? Veteran markets strategist James McDonald, CEO of Hercules Investments, is staying with a call that he has had throughout the coronavirus pandemic fueled bear market, now going on two. One hundred million viewers are expected to tune into Sundays Super Bowl between the defending champion Kansas City Chiefs and Tampa Bay Buccaneers. Its like a freight train that cant come to an exact halt without a crash. He earned a bachelors degree in economics from Harvard University. Yet it's not his only passion he had a 12-year. We're focused on capturing the unique opportunity that we have.". Now, there are a handful of companies that have flourished in the Covid era, but its a handful of companies. to understand what high net worth investors need during these volatile times," said James McDonald, CEO & CIO of Hercules . Watch our How-To Videos to Become a Stathead, Subscribe to Stathead and get access to more data than you can imagine. ODK CAPITAL, LLC, A UTAH LIMITED LIABILITY COMPANY VS HERCULES INVESTMENTS LLC, A CALIFORNIA LIMITED LIABILITY COMPANY, ET AL. James McDonald had 168 receiving yards over his career. For nearly 100 years investment firms have sought to address the average investors goals with simplistic and inefficient mutual funds, or expensive and highly inconsistent stock picking. 11 Opinions Unlock Rating. Set. Lets wrap up with football. 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. 2023 RIA Intel, an Institutional Investor Publication. This is not a wealth gap. Hercules Capital started at outperform with $17.50 stock price target at Oppenheimer. Explore our venture lending portfolio here. All rights reserved. Do you have your eyes on any team per se? He speaks with Bloomberg's Romaine Bostick and Taylor Riggs on . Greg Bartalos (@gregorianchance) is editor of New York City-based RIA Intel. Certificate of Mailing for - CERTIFICATE OF MAILING FOR (COURT ORDER RE: DEFAULT JUDGMENT) OF 07/14/2022, Minute Order - MINUTE ORDER (COURT ORDER RE: DEFAULT JUDGMENT), Declaration Pursuant to 585 CCP in Support of Default Judgment, Minute Order - MINUTE ORDER (CASE MANAGEMENT CONFERENCE), Opposition - OPPOSITION SPECIALLY APPEARING INTERESTED PARTY SEMYON GINZBURGS REQUEST FOR JUDICIAL NOTICE, Minute Order - MINUTE ORDER (COURT ORDER RE: DENIAL OF NOTICE OF RELATED CASE), Certificate of Mailing for - CERTIFICATE OF MAILING FOR (COURT ORDER RE: DENIAL OF NOTICE OF RELATED CASE) OF 02/17/2022, Certificate of Mailing for - CERTIFICATE OF MAILING FOR [MINUTE ORDER (COURT ORDER RE: DENIAL OF NOTICE OF RELATED CASE)], Proof of Service - No Service - PROOF OF SERVICE - NO SERVICE NON SERVICE REPORT. 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. Why is this public record being published online? Hercules portfolios are designed to achieve aggressive gains whether markets are rising or falling. 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. His online course, Life101.io, helps students navigate the complex money decisions they will encounter throughout life. Hercules has been a great partner for Box since 2008. Write by: . This fund is for qualified investors only. Hercules offers qualified clients market neutral portfolio management executed primarily through domestic index options. 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? Minute Order (Court Order RE: Default Judgment), Certificate of Mailing for (Court Order RE: Default Judgment) of 07/14/2022; Filed by: Clerk, Case Management Conference scheduled for 08/10/2022 at 08:30 AM in Stanley Mosk Courthouse at Department 55 Not Held - Vacated by Court on 07/14/2022, On the Complaint filed by Loui Rudas, et al. And so, if the market falls say 10%, our allocations will potentially offset the losses in the long only portfolio. But I think that the market will rebound and potentially finish the year slightly higher. Whats your takeaway from GameStop, AMC, Blackberry, etc.? "Take ownership of your financial education so that you can change not only your life but your family's life for the better," he recently told CNBC. Securities and Exchange Commission v. James Arthur McDonald et al. All logos are the trademark & property of their owners and not Sports Reference LLC. 10 seed. Disclosure: NBCUniversal and Comcast Ventures are investors in Acorns. Because bulls point to loads of liquidity, low rates, and solid earnings and guidance. In celebration of Black History Month, CNBC Invest in You is featuring weekly stories from CNBC contributors and members of the Financial Wellness Council, including the lessons theyve learned growing up, their advice to Black youth, their inspirations and how they are working to close the racial wealth gap. Lets start with your macro view. Fair question. View history James Zell McDonald (born March 29, 1961) is a former American football tight end in the National Football League. In summary, NFLHX provides direct access to risk hedged growth adding a layer of insurance to a portfolio that has appreciated with the market. Here's how to avoid sticker shock, How to build an emergency savings fund during an era of inflation, A quarter of Americans are expecting to delay their retirement due to rising consumer costs, according to a new study. "These are incredibly uncertain times for the stock market and for investors," said James. Employment levels have increased slightly, but we are artificially keeping our economy going with stimulus checks and obviously all of the Feds actions. 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? My dream was always to play in the NFL and thats going to be my ticket. 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. The S&P 500 is trading at about 23 times projected forward earnings. James McDonald has not been elected into the Hall of Fame. 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. (No Ratings Yet) Robert Johnson, founder and chairman of The RLJ Companies, didn't grow up with a lot of money, but he knew working hard could give him an opportunity to succeed. The Hercules team is flexible, creative and easy to work with. 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 In a portfolio with a beta of one, one would enjoy virtually 100% downside protection with an allocation of 15% to the Hercules fund. THE NAMES "Hercules Investments" AND "Hercules Fund". Times Internet Limited. James McDonald had 14 receptions over his career. LinkedIn has officially entered its cringe era, and its working. James McDonald founded his most recent company, Hercules Investments, in 2019 after spending about two decades in the finance industry. [Like this article? McDonald, who lived in the Los Angeles suburb of Arcadia, is believed to be in hiding, the statement said. We want to hear from you. Copeland, who graduated from and now teaches at the University of Pennsylvania, has been a longtime advocate for increased financial literacy. 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. A Division of NBCUniversal. Yet at the same time, people of color are facing an outsized financial hit from the coronavirus pandemic. Judgment; Signed and 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). 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. "I wish I could just be the Black Financial Superman and just go to everyone's house and say, 'Hey, here are the resources,'" he recently told CNBC. Got a confidential news tip? James Zell McDonald (born March 29, 1961) is a former American football tight end in the National Football League. Wright is the founder and CEO of Decatur Capital Management. Youre describing a giant disconnect between the markets and small businesses that are in a world of hurt. Offers may be subject to change without notice. ET. In 2005 he purchased the Houston Wolverines (the Texas Wolverines today), a semi-pro football team, and played for 13 years. McDonald, who faces up to 20 years imprisonment if convicted, "is believed to be in hiding," the U.S. Attorney's office said in a news release. 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. Discover your dream home among our modern houses, penthouses and villas. Copyright 2023. The actual profits that have been generated and the guidance that has increased are based on a small section of the market. 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. James McDonald was born in Long Beach, CA. Hercules applies quantitative research to design and actively manage portfolios for investors seeking maximum growth during up or down-market cycles. 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. "But it's not going to erase the negative revenues and the negative industrial output probably for Q2.". To what extent do multiples deserve to be elevated given ultralow interest rates? DocketSummons on Complaint; Issued and 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. James A. McDonald was an American football player and coach. 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. Top Hercules Investments Employees James McDonald Chief Executive . The Sonn Law Group is currently investigating allegations surrounding James Arthur McDonald, Jr. or Hercules Investments, LLC . 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. 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. Be a superhero sometimes are in a world of hurt interest rates companies that have in... 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