Bond and Cash Management Strategies for Today's Market
Maximizing Stability and Returns
 

When it comesbond-markets to managing wealth, balancing risk and reward isn't just about bonds—it's also about cash. David Roosevelt, Harvard AB'93, President of the Harvard Club of Dallas, and President of Roosevelt Capital Management, will break down "Why Bonds, What Bonds, and How to Buy Bonds," while also exploring sophisticated cash management strategies. Discover how to optimize returns on cash reserves beyond traditional money market funds and uncover hidden opportunities in today's bond markets. With over 30 years of experience, including roles at BlackRock and Morgan Stanley, David brings actionable insights to help you build a more stable, effective portfolio. 
 

Registration is limited to 40 people and on a first come first served basis. 



 

About the Speaker

Davidd.roosevelt Roosevelt is Co-Founder and Managing Member of Roosevelt Capital Management, an asset management firm focused on deploying client capital in the fixed income markets.  David has spent his career in the investment business with Roosevelt Investments (family office), Morgan Stanley (credit portfolio manager, risk manager and trader), Jacobson Partners (private equity), and BlackRock (fixed income account manager).  He received his MBA, as an Austin Scholar and with honors, from the Kellogg Graduate School of Management, Northwestern University, and his AB, cum laude, from Harvard University.  David serves on the boards of the Harvard Club of Dallas, the Hockaday School, the Notre Dame School of Dallas Foundation, and Practice Ministries, among others.
 

David and his family are actively engaged in many causes related to Type 1 diabetes and cognitive disabilities.  In his spare time David enjoys kitesurfing, waterskiing, exercising and leading bible studies.


 

Registration will close at noon Sunday, March 23, 2025.

DETAILS:  
Date:  Tuesday, March 25, 2025
Time:   11:45 pm - 1:00 pm
Location:  Park City Club, 5956 Sherry Lane, Suite 1700, Dallas, Texas  75225
Cost:

  • HCD Member: $40.00
  • Guest of HCD Member: $50.00
  • Non-Member: $60.00

Questions:  Call or email:  469-431-1436 or velda@sacleadership.com.

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