Jan 28 (Reuters) - Citigroup Inc has hired four Black-owned firms to distribute a $2.5 billion bond issuance to investors, as part of its work to promote racial equity in the capital markets and broader financial services industry, the bank said on Thursday.
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CastleOak ranked #4 in CMA’s Agency CMBS league table
We are thrilled that agency issuers of multifamily securities rewarded CastleOak Securities with 24 mandates in the first nine months of 2024, ranking CastleOak #4 in CMA’s Agency CMBS Lead and Co-Manager league table. We’re proud to deliver value to our clients by deploying methodical investor outreach strategies and uncovering new buyers of the asset class. Please reach out to your CastleOak coverage if you would like to learn more about our capabilities.
CastleOak ranked #4 in CMA’s Agency CMBS league table
We are thrilled that agency issuers of multifamily securities rewarded CastleOak Securities with 24 mandates in the first nine months of 2024, ranking CastleOak #4 in CMA’s Agency CMBS Lead and Co-Manager league table. We’re proud to deliver value to our clients by deploying methodical investor outreach strategies and uncovering new buyers of the asset class. Please reach out to your CastleOak coverage if you would like to learn more about our capabilities.
David R Jones Honored by CUP
We are so proud that our CEO David Jones was presented with the Council of Urban Professionals Industry Innovator Award, which recognizes the exceptional accomplishments of transformational business leaders who champion diversity and inclusion while driving innovation. The award applauds those who lead initiatives and efforts to cultivate an industry that fosters equity, respect and inclusion. Anré Williams presented the award last week at CUP’s 17th Annual Leadership Gala. Congratulations David!
David R Jones Honored by CUP
We are so proud that our CEO David Jones was presented with the Council of Urban Professionals Industry Innovator Award, which recognizes the exceptional accomplishments of transformational business leaders who champion diversity and inclusion while driving innovation. The award applauds those who lead initiatives and efforts to cultivate an industry that fosters equity, respect and inclusion. Anré Williams presented the award last week at CUP’s 17th Annual Leadership Gala. Congratulations David!
Joins Us for the CastleOak Q2 2024 Money Fund Solutions Webinar
Please join us for the:
CastleOak Q2‘24 Money Fund Outlook Webinar
June 11, 2024
2:30 PM – 3:00 PM Eastern
The CastleOak Securities Money Fund Solutions team cordially invites you to join our Second Quarter 2024 Webinar to be held June 11 at 2:30 PM Eastern Time.
The webinar will feature commentary from guest speaker Ellen Zentner, Chief US Economist at Morgan Stanley. Agenda items include the US macroeconomic outlook, FOMC policy considerations, and rate market implications.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak Q2 2024 Money Fund Solutions Webinar
Please join us for the:
CastleOak Q2‘24 Money Fund Outlook Webinar
June 11, 2024
2:30 PM – 3:00 PM Eastern
The CastleOak Securities Money Fund Solutions team cordially invites you to join our Second Quarter 2024 Webinar to be held June 11 at 2:30 PM Eastern Time.
The webinar will feature commentary from guest speaker Ellen Zentner, Chief US Economist at Morgan Stanley. Agenda items include the US macroeconomic outlook, FOMC policy considerations, and rate market implications.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
CastleOak Congratulates Carlos Sanchez
We are proud to support ASPIRA of New York, whose mission to foster the social advancement of the Puerto Rican/Latino community aligns with our own, and we congratulate Carlos Sanchez as he is honored at ASPIRA's Circle of Achievers event!
CastleOak Congratulates Carlos Sanchez
We are proud to support ASPIRA of New York, whose mission to foster the social advancement of the Puerto Rican/Latino community aligns with our own, and we congratulate Carlos Sanchez as he is honored at ASPIRA's Circle of Achievers event!
CastleOak acts as sole lead manager on The World Bank’s green bond
CastleOak is excited to announce that we acted as Sole Lead Manager on The World Bank’s recent $150 million, 5-year green bond, with the California State Treasurer’s Office as the sole investor.
World Bank Green Bonds support the financing of projects in member countries that meet specific criteria for low carbon and climate resilient growth, seeking to mitigate climate change and help affected people adapt to it. The types of eligible projects include renewable energy and energy efficiency, sustainable transport, new technologies in waste management, climate-smart agriculture, sustainable forest landscape, watershed management, and infrastructure projects that prevent climate-related flood damage and build climate resilience.
CastleOak acts as sole lead manager on The World Bank’s green bond
CastleOak is excited to announce that we acted as Sole Lead Manager on The World Bank’s recent $150 million, 5-year green bond, with the California State Treasurer’s Office as the sole investor.
World Bank Green Bonds support the financing of projects in member countries that meet specific criteria for low carbon and climate resilient growth, seeking to mitigate climate change and help affected people adapt to it. The types of eligible projects include renewable energy and energy efficiency, sustainable transport, new technologies in waste management, climate-smart agriculture, sustainable forest landscape, watershed management, and infrastructure projects that prevent climate-related flood damage and build climate resilience.
Joins Us for the CastleOak Q1 2024 Money Fund Outlook Webinar Copy
Please join us for the:
CastleOak Q1‘24 Money Fund Outlook Webinar
Tuesday, January 30, 2024
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our First Quarter 2024 Money Fund Outlook Webinar to be held on January 30th at 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley Investment Management. Agenda items include the FOMC policy outlook, front-end investment themes, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak Q1 2024 Money Fund Outlook Webinar Copy
Please join us for the:
CastleOak Q1‘24 Money Fund Outlook Webinar
Tuesday, January 30, 2024
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our First Quarter 2024 Money Fund Outlook Webinar to be held on January 30th at 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley Investment Management. Agenda items include the FOMC policy outlook, front-end investment themes, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak Q3 2023 Money Fund Outlook Webinar
Please join us for the:
CastleOak Q3‘23 Money Fund Outlook Webinar
Tuesday, September 26, 2023
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our Third Quarter 2023 Money Fund Outlook Webinar to be held on Tuesday, September 26th at 2:00 PM Eastern Time.
The webinar will feature commentary from product specialists at CastleOak Securities along with Michael Cha, Senior Portfolio Manager at Morgan Stanley. Agenda items include Money Fund Reform and implications for investors, the FOMC policy outlook, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak Q3 2023 Money Fund Outlook Webinar
Please join us for the:
CastleOak Q3‘23 Money Fund Outlook Webinar
Tuesday, September 26, 2023
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our Third Quarter 2023 Money Fund Outlook Webinar to be held on Tuesday, September 26th at 2:00 PM Eastern Time.
The webinar will feature commentary from product specialists at CastleOak Securities along with Michael Cha, Senior Portfolio Manager at Morgan Stanley. Agenda items include Money Fund Reform and implications for investors, the FOMC policy outlook, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
CastleOak Expands Electronic Treasury Trading Capabilities With Bloomberg
We are proud of our long-standing partnership with Bloomberg via DirectPool (our electronic investment grade and high yield bond trading business). And now, we are thrilled to expand our electronic Treasury trading capabilities! Please contact your CastleOak rep to learn more.
CastleOak Expands Electronic Treasury Trading Capabilities With Bloomberg
We are proud of our long-standing partnership with Bloomberg via DirectPool (our electronic investment grade and high yield bond trading business). And now, we are thrilled to expand our electronic Treasury trading capabilities! Please contact your CastleOak rep to learn more.
CastleOak Partners With Charter Communications for Webinar
On May 25, CastleOak Securities partnered with NeuGroup, providing commentary to Corporate Treasurers with the NeuGroup to examine how corporations can go from standard passive grant-based initiatives that deplete capital to sponsoring community support options that are more fiscally responsive and that preserve capital.
The discussion focused on CastleOak’s role as financial advisor to Charter Communications on the company’s Spectrum Community Investment Loan Fund. CastleOak helped the company negotiate, structure, and close new loan facilities that are driving the growth of small businesses, while preserving Charter’s principal investment.
CastleOak Partners With Charter Communications for Webinar
On May 25, CastleOak Securities partnered with NeuGroup, providing commentary to Corporate Treasurers with the NeuGroup to examine how corporations can go from standard passive grant-based initiatives that deplete capital to sponsoring community support options that are more fiscally responsive and that preserve capital.
The discussion focused on CastleOak’s role as financial advisor to Charter Communications on the company’s Spectrum Community Investment Loan Fund. CastleOak helped the company negotiate, structure, and close new loan facilities that are driving the growth of small businesses, while preserving Charter’s principal investment.
CastleOak Serves as Co-Manager on Environmental Finance’s Social Bond of the Year
We were pleased to serve as Co-Manager on Freddie Mac's P013, a $92.8mm Social Multifamily Securitization deal, which won the Social Bond of the Year – Agency Award from Environmental Finance. The deal securitized loans financing four senior housing properties in Arizona. We are proud to support Freddie Mac as they pursue their ESG initiatives.
CastleOak Serves as Co-Manager on Environmental Finance’s Social Bond of the Year
We were pleased to serve as Co-Manager on Freddie Mac's P013, a $92.8mm Social Multifamily Securitization deal, which won the Social Bond of the Year – Agency Award from Environmental Finance. The deal securitized loans financing four senior housing properties in Arizona. We are proud to support Freddie Mac as they pursue their ESG initiatives.
CastleOak Partners With PGA REACH
We were proud to partner with PGA REACH to sponsor Beyond the Green, a day to educate and inspire student-athletes to pursue career opportunities in the business of golf and beyond.
CastleOak Partners With PGA REACH
We were proud to partner with PGA REACH to sponsor Beyond the Green, a day to educate and inspire student-athletes to pursue career opportunities in the business of golf and beyond.
Watch the 2023 PGA WORKS Collegiate Championship
Watch the 2023 PGA WORKS Collegiate Championship live!
Watch the 2023 PGA WORKS Collegiate Championship
Watch the 2023 PGA WORKS Collegiate Championship live!
CastleOak Acts As a Financial Advisor to KKR
CastleOak Securities, L.P. is proud to have acted as a financial advisor to KKR on its acquisition of S&P’s Engineering Solutions business. We congratulate them on a successful closing!
CastleOak Acts As a Financial Advisor to KKR
CastleOak Securities, L.P. is proud to have acted as a financial advisor to KKR on its acquisition of S&P’s Engineering Solutions business. We congratulate them on a successful closing!
Joins Us for the CastleOak Q2 2023 Money Fund Outlook Webinar
CastleOak Securities invites you to join our Second Quarter 2023 Money Fund Outlook Webinar to be held on Thursday, May 4that 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley Investment Management. Agenda items include bank sector volatility and cash investing implications, FOMC policy outlook, debt ceiling considerations, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak Q2 2023 Money Fund Outlook Webinar
CastleOak Securities invites you to join our Second Quarter 2023 Money Fund Outlook Webinar to be held on Thursday, May 4that 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley Investment Management. Agenda items include bank sector volatility and cash investing implications, FOMC policy outlook, debt ceiling considerations, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
David R. Jones Featured in Wharton Newsletter
We are so proud to announce that CastleOak’s president and CEO David R. Jones was honored in December at the Whitney M. Young, Jr. Memorial Conference. Read more in this article from the Wharton Impact newsletter:
David R. Jones Featured in Wharton Newsletter
We are so proud to announce that CastleOak’s president and CEO David R. Jones was honored in December at the Whitney M. Young, Jr. Memorial Conference. Read more in this article from the Wharton Impact newsletter:
CastleOak Celebrates Black History Month
New York, February2023 -- As an African-American owned firm, CastleOak Securities, L.P. (“CastleOak”) is proud to celebrate Black History Month. In addition to recognizing the achievements and contributions of African Americans that help shape this nation, this month is an opportunity to engage in conversations about diversity, equity and inclusion, and to inspire future generations to continue sustaining positive change.
CastleOak Celebrates Black History Month
New York, February2023 -- As an African-American owned firm, CastleOak Securities, L.P. (“CastleOak”) is proud to celebrate Black History Month. In addition to recognizing the achievements and contributions of African Americans that help shape this nation, this month is an opportunity to engage in conversations about diversity, equity and inclusion, and to inspire future generations to continue sustaining positive change.
CastleOak Celebrates Black History Month
February is Black History Month – an opportunity to honor the history and legacy of African Americans, engage in conversations about diversity, equity, and inclusion, and inspire future generations to continue sustaining positive change. This month, and every month, we honor the lives and accomplishments of African Americans throughout the history of our nation and support the inspirational, innovative, and influential African-American leaders of today.
CastleOak Celebrates Black History Month
February is Black History Month – an opportunity to honor the history and legacy of African Americans, engage in conversations about diversity, equity, and inclusion, and inspire future generations to continue sustaining positive change. This month, and every month, we honor the lives and accomplishments of African Americans throughout the history of our nation and support the inspirational, innovative, and influential African-American leaders of today.
Joins Us for the CastleOak 2023 Money Fund Outlook Webinar
Please join us for the:
CastleOak 2023 Money Fund Outlook Webinar
Thursday, February 2, 2023
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our 2023 Money Fund Outlook Webinar to be held this Thursday, February 2nd at 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley. Agenda items include discussion on the 2023 U.S. economic outlook, FOMC policy and benchmark rate considerations, Institutional Money Fund trends, and SEC Money Fund Reform insights.
Please contact your CastleOak representative for more information.
Joins Us for the CastleOak 2023 Money Fund Outlook Webinar
Please join us for the:
CastleOak 2023 Money Fund Outlook Webinar
Thursday, February 2, 2023
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our 2023 Money Fund Outlook Webinar to be held this Thursday, February 2nd at 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley. Agenda items include discussion on the 2023 U.S. economic outlook, FOMC policy and benchmark rate considerations, Institutional Money Fund trends, and SEC Money Fund Reform insights.
Please contact your CastleOak representative for more information.
CastleOak Selected for Northern Trust Asset Management’s Minority Broker Program
CastleOak is proud to announce that it has been selected by Northern Trust Asset Management for its Minority Broker Program. CastleOak is honored to have been chosen to participate in this program that aligns with Northern Trust’s commitment to advancing diversity, equity and inclusion within the investment industry. It’s always gratifying to see our clients align their actions to their corporate values. We congratulate Northern Trust on expanding their program and look forward to partnering with them for another year.
CastleOak Selected for Northern Trust Asset Management’s Minority Broker Program
CastleOak is proud to announce that it has been selected by Northern Trust Asset Management for its Minority Broker Program. CastleOak is honored to have been chosen to participate in this program that aligns with Northern Trust’s commitment to advancing diversity, equity and inclusion within the investment industry. It’s always gratifying to see our clients align their actions to their corporate values. We congratulate Northern Trust on expanding their program and look forward to partnering with them for another year.
David R. Jones honored by Wharton AAMBAA
CastleOak CEO David R. Jones was honored this weekend by Wharton’s African American MBA Association (AAMBAA) at the 49th Annual Whitney M. Young Jr. Memorial Conference. This year’s conference theme was Advancing Black Legacy, and the committee chose Mr. Jones to receive the award because he has driven outstanding impact in his career and community, used his platform to empower the Black community, and demonstrated the unique ability to use private resources to drive public and social good. We are proud to add our congratulations on his well-deserved honor!
David R. Jones honored by Wharton AAMBAA
CastleOak CEO David R. Jones was honored this weekend by Wharton’s African American MBA Association (AAMBAA) at the 49th Annual Whitney M. Young Jr. Memorial Conference. This year’s conference theme was Advancing Black Legacy, and the committee chose Mr. Jones to receive the award because he has driven outstanding impact in his career and community, used his platform to empower the Black community, and demonstrated the unique ability to use private resources to drive public and social good. We are proud to add our congratulations on his well-deserved honor!
CastleOak Congratulates Fannie Mae ACCESS Program on 30 Years
We are proud to participate in Fannie Mae’s ACCESS program as it celebrates its 30-year anniversary on November 14, 2022.CastleOak is one of 20 partners in the program, which provides opportunities for diverse-owned broker-dealer firms to distribute fixed-income securities, including debt, MBS, and credit risk transfer to the capital markets. We appreciate Fannie Mae’s efforts as they seek opportunities to include ACCESS firms in funding and investment activities, and we congratulate them on a strong program history.
CastleOak Congratulates Fannie Mae ACCESS Program on 30 Years
We are proud to participate in Fannie Mae’s ACCESS program as it celebrates its 30-year anniversary on November 14, 2022.CastleOak is one of 20 partners in the program, which provides opportunities for diverse-owned broker-dealer firms to distribute fixed-income securities, including debt, MBS, and credit risk transfer to the capital markets. We appreciate Fannie Mae’s efforts as they seek opportunities to include ACCESS firms in funding and investment activities, and we congratulate them on a strong program history.
Pzena Investment Management, Inc. Completes Transaction to Become Private Company
CastleOak Securities is proud to have acted as a financial advisor to the Pzena Special Committee of the Board of Directors and congratulates them on a successful closing.
Pzena Investment Management, Inc. Completes Transaction to Become Private Company
CastleOak Securities is proud to have acted as a financial advisor to the Pzena Special Committee of the Board of Directors and congratulates them on a successful closing.
CastleOak Acts as Financial Agent to US Department of Treasury for ECIP
CastleOak is honored to act as financial agent to the US Department of Treasury in their groundbreaking Emergency Capital Investment Program(ECIP). These recent investments will support the efforts of community financial institutions to provide loans, grants, and other assistance to small and minority-owned businesses and consumers. Says Vice President Kamala Harris, “Small businesses, non-profits, entrepreneurs, and community organizations are using the ECIP funds to create opportunity and prosperity, not only for their community, but for our nation.”
CastleOak Acts as Financial Agent to US Department of Treasury for ECIP
CastleOak is honored to act as financial agent to the US Department of Treasury in their groundbreaking Emergency Capital Investment Program(ECIP). These recent investments will support the efforts of community financial institutions to provide loans, grants, and other assistance to small and minority-owned businesses and consumers. Says Vice President Kamala Harris, “Small businesses, non-profits, entrepreneurs, and community organizations are using the ECIP funds to create opportunity and prosperity, not only for their community, but for our nation.”
CastleOak Securities, L.P. Joins BDA
We are excited to announce that CastleOak Securities, L.P. is now a member of Bond Dealers of America (BDA), a DC-based association for dealers and banks active in the U.S. bond markets.
CastleOak Securities, L.P. Joins BDA
We are excited to announce that CastleOak Securities, L.P. is now a member of Bond Dealers of America (BDA), a DC-based association for dealers and banks active in the U.S. bond markets.
CastleOak Securities, L.P.'s David R. Jones Interviewed by Crane Data
CastleOak Securities, L.P.’s President and CEO David R. Jones was interviewed for the August edition of the Crane Data Money Fund Intelligence newsletter. Read the Q&A, covering the latest in diversity, corporate investing and cash.
CastleOak Securities, L.P.'s David R. Jones Interviewed by Crane Data
CastleOak Securities, L.P.’s President and CEO David R. Jones was interviewed for the August edition of the Crane Data Money Fund Intelligence newsletter. Read the Q&A, covering the latest in diversity, corporate investing and cash.
CastleOak Securities, L.P. Announces Charitable Giving Component
CastleOak Securities, L.P. is pleased to announce the addition of a significant ongoing charitable giving component to its Money Market Share Class products. Continuing its long-standing corporate giving philosophy, CastleOak has chosen United Negro College Fund (“UNCF”) as the inaugural donation organization for these revenues. CastleOak is committed to giving its clients full visibility in quantifying D&I spend via these products, which allows clients to track progress against broader ESG goals.
CastleOak Securities, L.P. Announces Charitable Giving Component
CastleOak Securities, L.P. is pleased to announce the addition of a significant ongoing charitable giving component to its Money Market Share Class products. Continuing its long-standing corporate giving philosophy, CastleOak has chosen United Negro College Fund (“UNCF”) as the inaugural donation organization for these revenues. CastleOak is committed to giving its clients full visibility in quantifying D&I spend via these products, which allows clients to track progress against broader ESG goals.
Pzena Investment Management, Inc. to Become Private Company and Reports Results for the Second Quarter of 2022
CastleOak Securities is a financial advisor to the Pzena Special Committee of the Board of Directors on the following transaction.
Pzena Investment Management, Inc. to Become Private Company and Reports Results for the Second Quarter of 2022
CastleOak Securities is a financial advisor to the Pzena Special Committee of the Board of Directors on the following transaction.
CastleOak an inaugural participant in Tradeweb’s Spotlight Dealer Diversity Program
Tradeweb recently announced the launch of its Spotlight Dealer Diversity Program, a new initiative designed to promote the capabilities of woman-, veteran-, disabled-, and minority-owned dealers on the Tradeweb platform. This initiative supports buy-side engagement with Tradeweb’s diverse dealer community through direct consultation, dealer visibility and specific trading protocol enhancements. We are proud to be an inaugural partner in the program and look forward to connecting with our clients.
CastleOak an inaugural participant in Tradeweb’s Spotlight Dealer Diversity Program
Tradeweb recently announced the launch of its Spotlight Dealer Diversity Program, a new initiative designed to promote the capabilities of woman-, veteran-, disabled-, and minority-owned dealers on the Tradeweb platform. This initiative supports buy-side engagement with Tradeweb’s diverse dealer community through direct consultation, dealer visibility and specific trading protocol enhancements. We are proud to be an inaugural partner in the program and look forward to connecting with our clients.
PGA REACH Philadelphia, Local Golfers Benefit from 2022 PGA WORKS Collegiate Championship
The Philadelphia PGA Section and PGA REACH Philadelphia was engaged with PGA of America staff all week to host the PGA WORKS Collegiate Championship Youth Day Presented by CastleOak Securities, and support the PGA WORKS Beyond the Green at the Comcast Technology Center, as well as the championship itself.
PGA REACH Philadelphia, Local Golfers Benefit from 2022 PGA WORKS Collegiate Championship
The Philadelphia PGA Section and PGA REACH Philadelphia was engaged with PGA of America staff all week to host the PGA WORKS Collegiate Championship Youth Day Presented by CastleOak Securities, and support the PGA WORKS Beyond the Green at the Comcast Technology Center, as well as the championship itself.
PGA Reach Youth Day introduced students to the world of golf
CastleOak Securities was the lead sponsor for Youth Day, a day dedicated to introducing local children (ages 8-13) to the game of golf. We had a great turnout of students, along with approximately 40 minority PGA accredited ambassadors to help them run drills, practice their swing, and learn new tips. The following day, tournament participants and local college age students were treated to a day dedicated towards showing them how they can pursue a career in golf and how golf can impact their career in any industry.
PGA Reach Youth Day introduced students to the world of golf
CastleOak Securities was the lead sponsor for Youth Day, a day dedicated to introducing local children (ages 8-13) to the game of golf. We had a great turnout of students, along with approximately 40 minority PGA accredited ambassadors to help them run drills, practice their swing, and learn new tips. The following day, tournament participants and local college age students were treated to a day dedicated towards showing them how they can pursue a career in golf and how golf can impact their career in any industry.
CastleOak Securities Names Robert L. Bacon Newest Partner
CastleOak Securities, L.P., a leading New York-based boutique investment bank, is pleased to announce that Robert L. Bacon has been unanimously voted into the firm’s partnership. Bacon, Executive Vice President, is the Head of Capital Markets and Syndicate for the firm, leading CastleOak’s debt and equity capital markets efforts for its corporate clients. The firm continues to cement its legacy and build for the future.
CastleOak Securities Names Robert L. Bacon Newest Partner
CastleOak Securities, L.P., a leading New York-based boutique investment bank, is pleased to announce that Robert L. Bacon has been unanimously voted into the firm’s partnership. Bacon, Executive Vice President, is the Head of Capital Markets and Syndicate for the firm, leading CastleOak’s debt and equity capital markets efforts for its corporate clients. The firm continues to cement its legacy and build for the future.
View from the Castle: Morgan Stanley Investment Management
Please join us for a talk with Morgan Stanley Investment Management's Brian Buck about how current world and economic events are impacting liquidity, macro trends, and short end investment products. Contact us for details on how to register!
View from the Castle: Morgan Stanley Investment Management
Please join us for a talk with Morgan Stanley Investment Management's Brian Buck about how current world and economic events are impacting liquidity, macro trends, and short end investment products. Contact us for details on how to register!
Citi Hires Black Owned Firms
CastleOak was proud to be one of the Black-owned firms hired by Citi to distribute $2.5Bn bond issuance in support of affordable housing. Building on Citi’s long-standing commitment to increasing affordable housing, the proceeds from the bond will finance the construction, rehabilitation and preservation of quality affordable housing for low-and moderate-income populations in the United States.
Citi Hires Black Owned Firms
CastleOak was proud to be one of the Black-owned firms hired by Citi to distribute $2.5Bn bond issuance in support of affordable housing. Building on Citi’s long-standing commitment to increasing affordable housing, the proceeds from the bond will finance the construction, rehabilitation and preservation of quality affordable housing for low-and moderate-income populations in the United States.
View from the Castle: FarmerMac
We are kicking off 2022 with our first View from the Castle for the year. Please join us and representatives from FarmerMac! Contact your CastleOak representative for a link to join the virtual session.
View from the Castle: FarmerMac
We are kicking off 2022 with our first View from the Castle for the year. Please join us and representatives from FarmerMac! Contact your CastleOak representative for a link to join the virtual session.
David R. Jones receives the prestigious Men of Honor award
Excited to announce that our President and CEO, David R. Jones, is being honored this weekend with a Men of Honor award. Thank you to Ohio National Financial Services recognizing his leadership. Congratulations to the other honorees for being examples in their communities!
David R. Jones receives the prestigious Men of Honor award
Excited to announce that our President and CEO, David R. Jones, is being honored this weekend with a Men of Honor award. Thank you to Ohio National Financial Services recognizing his leadership. Congratulations to the other honorees for being examples in their communities!
Protective Life Insurance Company Diversifies Investment Banking Partners with Minority-Owned Investment Firms
Protective Life Insurance Company Diversifies Investment Banking Partners with Minority-Owned Investment Firms
Edison International Announces Pricing of $750 million Preferred Stock Offering
Edison International Announces Pricing of $750 million Preferred Stock Offering
David R. Jones recognized by Savoy
Our CEO, David R. Jones, is honored and humbled to be recognized by Savoy as one of their 2021 Most Influential Black Corporate Directors. What an incredible list of people making an impact in boardrooms and proving that diverse talent exists across every market.
David R. Jones recognized by Savoy
Our CEO, David R. Jones, is honored and humbled to be recognized by Savoy as one of their 2021 Most Influential Black Corporate Directors. What an incredible list of people making an impact in boardrooms and proving that diverse talent exists across every market.
David R. Jones interviewed by Boston University
David was honored to be included as part of a series of BU alumni who are "Opening Doors" for the next generation.
David R. Jones interviewed by Boston University
David was honored to be included as part of a series of BU alumni who are "Opening Doors" for the next generation.
View from the Castle: FHLB System
We cordially invite you to attend CastleOak’s Virtual Investor Event featuring The Federal Home Loan Bank System. Please contact us if you would like to join!
View from the Castle: FHLB System
We cordially invite you to attend CastleOak’s Virtual Investor Event featuring The Federal Home Loan Bank System. Please contact us if you would like to join!
David R. Jones accepts award from NASP
Listen to David's speech while he accepts the Maynard Holbrook Jackson Jr award from NASP, with a kind and gracious introduction from Gilbert Garcia, Managing Partner of Garcia Hamilton
David R. Jones accepts award from NASP
Listen to David's speech while he accepts the Maynard Holbrook Jackson Jr award from NASP, with a kind and gracious introduction from Gilbert Garcia, Managing Partner of Garcia Hamilton
David R. Jones honored by NASP
Kudos to our President and CEO, David Jones, for being named the 2021 Maynard Holbrook Jackson, Jr. award recipient (formerly known as the Entrepreneur of the Year) by the National Association of Securities Professionals. What an honor!
David R. Jones honored by NASP
Kudos to our President and CEO, David Jones, for being named the 2021 Maynard Holbrook Jackson, Jr. award recipient (formerly known as the Entrepreneur of the Year) by the National Association of Securities Professionals. What an honor!
CastleOak Securities Hires New Head of Fixed Income Electronic Trading (DirectPool)
CastleOak’s electronic bond trading solution, DirectPool, which just celebrated its five-year anniversary, has reached a trading milestone of over $35 billion traded in investment grade and high yield credit. With over 300 participants, DirectPool is the largest electronic bond trading solution owned and managed by a minority-owned broker-dealer.
CastleOak Securities Hires New Head of Fixed Income Electronic Trading (DirectPool)
CastleOak’s electronic bond trading solution, DirectPool, which just celebrated its five-year anniversary, has reached a trading milestone of over $35 billion traded in investment grade and high yield credit. With over 300 participants, DirectPool is the largest electronic bond trading solution owned and managed by a minority-owned broker-dealer.
CastleOak Securities Expands Money Fund Solutions Team
Part of the firm’s ongoing effort to continually improve product offerings and deepen market share
CastleOak Securities Expands Money Fund Solutions Team
Part of the firm’s ongoing effort to continually improve product offerings and deepen market share
How Diverse Entrepreneurs Add Value
Our President and CEO, David R. Jones, was interviewed as part of Barclays' Supplier Diversity Capability Showcase. He talks about the firm, giving back, and our fixed income electronic trading platform (DirectPool).
How Diverse Entrepreneurs Add Value
Our President and CEO, David R. Jones, was interviewed as part of Barclays' Supplier Diversity Capability Showcase. He talks about the firm, giving back, and our fixed income electronic trading platform (DirectPool).
The Bold Moves Institutional Firms Are Making to Sustain Profitability
CastleOak leadership was featured in a breakout session at this year’s BNY Mellon/Pershing INSITE conference titled “The Bold Moves Institutional Firms Are Making to Sustain Profitability”, which is available for viewing via the link below.
The Bold Moves Institutional Firms Are Making to Sustain Profitability
CastleOak leadership was featured in a breakout session at this year’s BNY Mellon/Pershing INSITE conference titled “The Bold Moves Institutional Firms Are Making to Sustain Profitability”, which is available for viewing via the link below.
Views from the Castle Speaker Series featuring Eli Lilly
CastleOak cordially invites you to join us for a Virtual Fixed Income Investor Forum presented by Eli Lilly
Views from the Castle Speaker Series featuring Eli Lilly
CastleOak cordially invites you to join us for a Virtual Fixed Income Investor Forum presented by Eli Lilly
Views from the Castle Speaker Series
View from the Castle Featuring the African Development Bank
Views from the Castle Speaker Series
View from the Castle Featuring the African Development Bank
Morgan Stanley Investment Management and CastleOak Securities, L.P. Debut New Share Class
NEW YORK - Morgan Stanley Investment Management and CastleOak Securities, L.P. are pleased to announce an expansion of their long-standing partnership by debuting two new co-branded share class offerings that provide clients an expanded menu of short-term cash investment services.
Morgan Stanley Investment Management and CastleOak Securities, L.P. Debut New Share Class
NEW YORK - Morgan Stanley Investment Management and CastleOak Securities, L.P. are pleased to announce an expansion of their long-standing partnership by debuting two new co-branded share class offerings that provide clients an expanded menu of short-term cash investment services.
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
Views from the Castle Speaker Series
The Case for Liquid Alternative ETFs, a discussion with Sal Bruno, Chief Investment Officer at IndexIQ
Views from the Castle Speaker Series
The Case for Liquid Alternative ETFs, a discussion with Sal Bruno, Chief Investment Officer at IndexIQ
CastleOak Securities Added to Debt Dealer Group by the African Development Bank
First minority-owned investment bank to be included in the dealer group; mandated as co-lead manager on AfDB’s $2.5 billion 5-year benchmark issue.
CastleOak Securities Added to Debt Dealer Group by the African Development Bank
First minority-owned investment bank to be included in the dealer group; mandated as co-lead manager on AfDB’s $2.5 billion 5-year benchmark issue.
Minority, Women and Service-Disabled Veteran Owned Broker Dealers Help to Underwrite Deutsche Bank’s $USD 750 mln Bond
NEW YORK--(BUSINESS WIRE)--Deutsche Bank (XETRA: DBKGn.DB / NYSE: DB) today successfully closed its offering of 750 million US dollars of its senior non-preferred callable four-year (4nc3) Fixed-to-Floating rate bonds.
Minority, Women and Service-Disabled Veteran Owned Broker Dealers Help to Underwrite Deutsche Bank’s $USD 750 mln Bond
NEW YORK--(BUSINESS WIRE)--Deutsche Bank (XETRA: DBKGn.DB / NYSE: DB) today successfully closed its offering of 750 million US dollars of its senior non-preferred callable four-year (4nc3) Fixed-to-Floating rate bonds.
Minority Business Enterprises Underwrite the Majority of State Street 2031 Senior Subordinated Offering
State Street Corporation (NYSE:STT) today announced that it has issued $850 million senior subordinated bonds at a coupon of 2.20 percent.
Minority Business Enterprises Underwrite the Majority of State Street 2031 Senior Subordinated Offering
State Street Corporation (NYSE:STT) today announced that it has issued $850 million senior subordinated bonds at a coupon of 2.20 percent.
Ares Acquisition Corporation Announces Pricing of $870 Million Initial Public Offering
Ares Acquisition Corporation (the “Company”), a special purpose acquisition company formed for the purpose of entering into a combination with one or more businesses, today announced the pricing of its initial public offering of 87,000,000 units at a price of $10.00 per unit.
Ares Acquisition Corporation Announces Pricing of $870 Million Initial Public Offering
Ares Acquisition Corporation (the “Company”), a special purpose acquisition company formed for the purpose of entering into a combination with one or more businesses, today announced the pricing of its initial public offering of 87,000,000 units at a price of $10.00 per unit.
Citi hires Black-owned firms for $2.5 bln bond distribution
Citigroup Inc has hired four Black-owned firms to distribute a $2.5 billion bond issuance to investors, as part of its work to promote racial equity in the capital markets and broader financial services industry, the bank said on Thursday.
The firms included Blaylock Van, CastleOak Securities, Global Oak Capital Markets and Loop Capital Markets, Citi said in a statement.
Citi hires Black-owned firms for $2.5 bln bond distribution
Citigroup Inc has hired four Black-owned firms to distribute a $2.5 billion bond issuance to investors, as part of its work to promote racial equity in the capital markets and broader financial services industry, the bank said on Thursday.
The firms included Blaylock Van, CastleOak Securities, Global Oak Capital Markets and Loop Capital Markets, Citi said in a statement.
Airbnb Announces Pricing of Initial Public Offering
Airbnb, Inc. today announced the pricing of its initial public offering of 51,323,531 shares of Class A common stock, 50,000,000 of which are being sold by Airbnb and 1,323,531 of which are being sold by certain selling stockholders, at a public offering price of $68.00 per share.
Airbnb Announces Pricing of Initial Public Offering
Airbnb, Inc. today announced the pricing of its initial public offering of 51,323,531 shares of Class A common stock, 50,000,000 of which are being sold by Airbnb and 1,323,531 of which are being sold by certain selling stockholders, at a public offering price of $68.00 per share.
CastleOak Acts as Exclusive Financial Advisor to the International Society of Interdisciplinary Engineers LLC in Its Acquisition of Techstreet from Clarivate Plc
Clarivate Plc (NYSE: CCC), a global leader in providing trusted information and insights to accelerate the pace of innovation, and The American Society of Mechanical Engineers (ASME), a globally recognized, trusted source of standards used around the world, announced today that the International Society of Interdisciplinary Engineers LLC (ISIE), a new for-profit subsidiary of ASME, has acquired Techstreet.
CastleOak Acts as Exclusive Financial Advisor to the International Society of Interdisciplinary Engineers LLC in Its Acquisition of Techstreet from Clarivate Plc
Clarivate Plc (NYSE: CCC), a global leader in providing trusted information and insights to accelerate the pace of innovation, and The American Society of Mechanical Engineers (ASME), a globally recognized, trusted source of standards used around the world, announced today that the International Society of Interdisciplinary Engineers LLC (ISIE), a new for-profit subsidiary of ASME, has acquired Techstreet.
CastleOak is Named Counterparty to the NY Fed’s Secondary Market Corporate Credit Facility(SMCCF)
The Federal Reserve Bank of New York today announced the selection of additional counterparties to support, as applicable, the Commercial Paper Funding Facility (CPFF) and the Secondary Market Corporate Credit Facility (SMCCF).
CastleOak is Named Counterparty to the NY Fed’s Secondary Market Corporate Credit Facility(SMCCF)
The Federal Reserve Bank of New York today announced the selection of additional counterparties to support, as applicable, the Commercial Paper Funding Facility (CPFF) and the Secondary Market Corporate Credit Facility (SMCCF).
CastleOak Serves as Bookrunner for Citi’s Inaugural $2.5 Billion Affordable Housing Bond Issuance and Largest-Ever Social Bond
Citi today announced the issuance of its first Affordable Housing Bond. The transaction consisted of a $2.5 billion 4-year non-call 3-year fixed to floating rate note issuance, the largest-ever social bond from an issuer in the private sector.
CastleOak Serves as Bookrunner for Citi’s Inaugural $2.5 Billion Affordable Housing Bond Issuance and Largest-Ever Social Bond
Citi today announced the issuance of its first Affordable Housing Bond. The transaction consisted of a $2.5 billion 4-year non-call 3-year fixed to floating rate note issuance, the largest-ever social bond from an issuer in the private sector.
Views from the Castle Speaker Series
Views from the Castle Speaker Series Featuring the Head of Emerging Manager Program at Teachers Retirement System (TRS) of Texas
Views from the Castle Speaker Series
Views from the Castle Speaker Series Featuring the Head of Emerging Manager Program at Teachers Retirement System (TRS) of Texas
CastleOak Co-Leads Record Setting Diversity & Inclusion Deal for TMCC
Toyota Financial Services (TFS), a longtime leader in Corporate Social Responsibility (CSR), issued its fifth Diversity & Inclusion (D&I) Bond in the amount of $750 million.
CastleOak Co-Leads Record Setting Diversity & Inclusion Deal for TMCC
Toyota Financial Services (TFS), a longtime leader in Corporate Social Responsibility (CSR), issued its fifth Diversity & Inclusion (D&I) Bond in the amount of $750 million.
CastleOak Co-Leads Historic IPO for Pershing Square
Pershing Square Tontine Holdings, Ltd. (the “Company,” “PSTH” or “We”), a Delaware incorporated newly organized blank check company formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with a private company, today announced its initial public offering of 200,000,000 units at a price of $20.00 per unit.
CastleOak Co-Leads Historic IPO for Pershing Square
Pershing Square Tontine Holdings, Ltd. (the “Company,” “PSTH” or “We”), a Delaware incorporated newly organized blank check company formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with a private company, today announced its initial public offering of 200,000,000 units at a price of $20.00 per unit.
Views from the Castle Speaker Series
Views from the Castle Speaker Series Featuring the Illinois State Treasurer
Views from the Castle Speaker Series
Views from the Castle Speaker Series Featuring the Illinois State Treasurer
CastleOak Serves as Senior Co-Lead Manager for Record Breaking US$8bn World Bank Deal
The World Bank (International Bank for Reconstruction and Development, IBRD, Aaa/AAA) today priced a USD8 billion 5-year global benchmark bond that matures on April 22, 2025. This is the largest ever US dollar denominated bond issued by a supranational.
CastleOak Serves as Senior Co-Lead Manager for Record Breaking US$8bn World Bank Deal
The World Bank (International Bank for Reconstruction and Development, IBRD, Aaa/AAA) today priced a USD8 billion 5-year global benchmark bond that matures on April 22, 2025. This is the largest ever US dollar denominated bond issued by a supranational.
Issuer and Investor Events at the GIOA Annual Conference - February 2020
Issuer and Investor Events at the GIOA Annual Conference - February 2020
CastleOak Securities Selected as a Discount Note Dealer By Inter-American Development Bank
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the Inter-American Development Bank (IDB) to join its Discount Note dealer group. CastleOak is the only boutique dealer in this group of six investment banks.
CastleOak Securities Selected as a Discount Note Dealer By Inter-American Development Bank
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the Inter-American Development Bank (IDB) to join its Discount Note dealer group. CastleOak is the only boutique dealer in this group of six investment banks.
CastleOak Securities’ David R. Jones is Showing Investment Banks Can Take the Higher Road
JP Morgan. Goldman Sachs. Bank of America Merrill Lynch. Morgan Stanley. A handful of well-known Wall Street firms dominate the investment banking industry. But in recent years, smaller boutique banks have begun taking a piece of the investment banking action, offering more attentive service to clients and better lifestyles for employees.
CastleOak Securities’ David R. Jones is Showing Investment Banks Can Take the Higher Road
JP Morgan. Goldman Sachs. Bank of America Merrill Lynch. Morgan Stanley. A handful of well-known Wall Street firms dominate the investment banking industry. But in recent years, smaller boutique banks have begun taking a piece of the investment banking action, offering more attentive service to clients and better lifestyles for employees.
Black Enterprise Magazine names CastleOak Securities 2017 Financial Services Company of the Year
CastleOak Securities, L.P. (“CastleOak”), a leading New York-based boutique investment banking firm, announced today that it has been named the 2017 Financial Company of the Year by Black Enterprise magazine.
Black Enterprise Magazine names CastleOak Securities 2017 Financial Services Company of the Year
CastleOak Securities, L.P. (“CastleOak”), a leading New York-based boutique investment banking firm, announced today that it has been named the 2017 Financial Company of the Year by Black Enterprise magazine.
2017 PGA Minority Collegiate Golf Championship presented by CastleOak Securities
The PGA Minority Collegiate Championship presented by CastleOak Securities is a 54-hole, stroke-play Championship consisting of four team divisions: NCAA Men’s Division I, Men’s Division II, Men’s NAIA and an overall Women’s division.
2017 PGA Minority Collegiate Golf Championship presented by CastleOak Securities
The PGA Minority Collegiate Championship presented by CastleOak Securities is a 54-hole, stroke-play Championship consisting of four team divisions: NCAA Men’s Division I, Men’s Division II, Men’s NAIA and an overall Women’s division.
CastleOak Securities Launches DirectPool™ Corporate Bond Electronic Trading Platform Powered by Bloomberg
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced that it has launched DirectPool™, a platform for U.S. corporate bond electronic trading powered by Bloomberg.
CastleOak Securities Launches DirectPool™ Corporate Bond Electronic Trading Platform Powered by Bloomberg
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced that it has launched DirectPool™, a platform for U.S. corporate bond electronic trading powered by Bloomberg.
CastleOak Securities Selected as an IFC Discount Note Dealer
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the International Finance Corporation (IFC), a member of the World Bank Group, to join its discount note dealer group. CastleOak is the only boutique dealer in this group of ten investment banks.
CastleOak Securities Selected as an IFC Discount Note Dealer
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the International Finance Corporation (IFC), a member of the World Bank Group, to join its discount note dealer group. CastleOak is the only boutique dealer in this group of ten investment banks.
Black Enterprise Magazine Ranks CastleOak Securities Top Minority-Owned Investment Bank for the 7th Year
CastleOak Securities, L.P. (“CastleOak” or “CastleOak Securities”), a leading New York-based boutique investment banking firm, announced today that it was ranked the #1 minority-owned investment bank in the taxable securities category by Black Enterprise magazine.
Black Enterprise Magazine Ranks CastleOak Securities Top Minority-Owned Investment Bank for the 7th Year
CastleOak Securities, L.P. (“CastleOak” or “CastleOak Securities”), a leading New York-based boutique investment banking firm, announced today that it was ranked the #1 minority-owned investment bank in the taxable securities category by Black Enterprise magazine.
2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
Watch the 2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
Watch the 2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
CastleOak Securities Grows Leveraged Finance Sales & Trading Team with Three Senior Hires
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced today that it is building its leveraged finance sales & trading capabilities by hiring Messrs.Michael S. Miller, Thomas P. Takacs and Richard E. Wright.
CastleOak Securities Grows Leveraged Finance Sales & Trading Team with Three Senior Hires
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced today that it is building its leveraged finance sales & trading capabilities by hiring Messrs.Michael S. Miller, Thomas P. Takacs and Richard E. Wright.
CastleOak Securities Named Presenting Sponsor for PGA Minority Collegiate Golf Championship
The PGA of America announced today thatCastleOak Securities L.P., of New York City, has been named a presenting sponsor for thePGA Minority Collegiate Golf Championship and its accompanying one-hour highlight program on Golf Channel.
CastleOak Securities Named Presenting Sponsor for PGA Minority Collegiate Golf Championship
The PGA of America announced today thatCastleOak Securities L.P., of New York City, has been named a presenting sponsor for thePGA Minority Collegiate Golf Championship and its accompanying one-hour highlight program on Golf Channel.
CastleOak Securities Names Thomas Thees Head of Fixed Income
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that it has hired Thomas Thees as Head of Fixed Income.
CastleOak Securities Names Thomas Thees Head of Fixed Income
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that it has hired Thomas Thees as Head of Fixed Income.
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Sixth Consecutive Year
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks and top minority-owned businesses in the U.S.
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Sixth Consecutive Year
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks and top minority-owned businesses in the U.S.
Standish Minority Business Enterprise Awards Presented to CastleOak Securities, LP and Siebert Brandford Shank & Co.
Standish Mellon Asset Management Company LLC, a fixed income specialist for BNYMellon, has awarded the first Standish Minority Business Enterprise Awards to CastleOak Securities and Siebert Brandford Shank & Co.
Standish Minority Business Enterprise Awards Presented to CastleOak Securities, LP and Siebert Brandford Shank & Co.
Standish Mellon Asset Management Company LLC, a fixed income specialist for BNYMellon, has awarded the first Standish Minority Business Enterprise Awards to CastleOak Securities and Siebert Brandford Shank & Co.
Jones Elected to Ohio National Board of Directors
Ohio National Financial Services is pleased to announce the election of David R. Jones, a distinguished veteran of the financial services industry, to the Board of Directors of Ohio National Mutual Holdings, Inc.
Jones Elected to Ohio National Board of Directors
Ohio National Financial Services is pleased to announce the election of David R. Jones, a distinguished veteran of the financial services industry, to the Board of Directors of Ohio National Mutual Holdings, Inc.
CastleOak Securities Co-manages $10.75 Billion Debt Offering for Microsoft Corp.
Microsoft Corp. on Monday announced the pricing of its offering of $10.75 billion of senior unsecured notes.
CastleOak Securities Co-manages $10.75 Billion Debt Offering for Microsoft Corp.
Microsoft Corp. on Monday announced the pricing of its offering of $10.75 billion of senior unsecured notes.
More African-American Leaders Across America Join New York Leaders In Raising Funds To Bring “SELMA” To Students For Free
In an unprecedented effort lead by a team of African American business leaders in New York, organizations across the U.S. coordinated a massive national campaign to find African-American business leaders to underwrite free admission to the Golden Globe-nominated film “SELMA” for students around the country.
More African-American Leaders Across America Join New York Leaders In Raising Funds To Bring “SELMA” To Students For Free
In an unprecedented effort lead by a team of African American business leaders in New York, organizations across the U.S. coordinated a massive national campaign to find African-American business leaders to underwrite free admission to the Golden Globe-nominated film “SELMA” for students around the country.
CastleOak Securities Expands Investment Banking Group
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the appointment of Reginald J. Hollinger as ManagingDirector in the Investment Banking Group.
CastleOak Securities Expands Investment Banking Group
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the appointment of Reginald J. Hollinger as ManagingDirector in the Investment Banking Group.
CastleOak Securities Ranked #1 by Black Enterprise as Top Minority-Owned Investment Bank in Taxable Securities
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, was ranked by Black Enterprise magazine as the nation’s top minority-owned investment bank in taxable securities and a top minority owned business in the U.S. in its June 2014edition.
CastleOak Securities Ranked #1 by Black Enterprise as Top Minority-Owned Investment Bank in Taxable Securities
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, was ranked by Black Enterprise magazine as the nation’s top minority-owned investment bank in taxable securities and a top minority owned business in the U.S. in its June 2014edition.
Jan 28 (Reuters) - Citigroup Inc has hired four Black-owned firms to distribute a $2.5 billion bond issuance to investors, as part of its work to promote racial equity in the capital markets and broader financial services industry, the bank said on Thursday.
Read MoreCastleOak ranked #4 in CMA’s Agency CMBS league table
We are thrilled that agency issuers of multifamily securities rewarded CastleOak Securities with 24 mandates in the first nine months of 2024, ranking CastleOak #4 in CMA’s Agency CMBS Lead and Co-Manager league table. We’re proud to deliver value to our clients by deploying methodical investor outreach strategies and uncovering new buyers of the asset class. Please reach out to your CastleOak coverage if you would like to learn more about our capabilities.
CastleOak ranked #4 in CMA’s Agency CMBS league table
We are thrilled that agency issuers of multifamily securities rewarded CastleOak Securities with 24 mandates in the first nine months of 2024, ranking CastleOak #4 in CMA’s Agency CMBS Lead and Co-Manager league table. We’re proud to deliver value to our clients by deploying methodical investor outreach strategies and uncovering new buyers of the asset class. Please reach out to your CastleOak coverage if you would like to learn more about our capabilities.
David R Jones Honored by CUP
We are so proud that our CEO David Jones was presented with the Council of Urban Professionals Industry Innovator Award, which recognizes the exceptional accomplishments of transformational business leaders who champion diversity and inclusion while driving innovation. The award applauds those who lead initiatives and efforts to cultivate an industry that fosters equity, respect and inclusion. Anré Williams presented the award last week at CUP’s 17th Annual Leadership Gala. Congratulations David!
David R Jones Honored by CUP
We are so proud that our CEO David Jones was presented with the Council of Urban Professionals Industry Innovator Award, which recognizes the exceptional accomplishments of transformational business leaders who champion diversity and inclusion while driving innovation. The award applauds those who lead initiatives and efforts to cultivate an industry that fosters equity, respect and inclusion. Anré Williams presented the award last week at CUP’s 17th Annual Leadership Gala. Congratulations David!
CastleOak Congratulates Carlos Sanchez
We are proud to support ASPIRA of New York, whose mission to foster the social advancement of the Puerto Rican/Latino community aligns with our own, and we congratulate Carlos Sanchez as he is honored at ASPIRA's Circle of Achievers event!
CastleOak Congratulates Carlos Sanchez
We are proud to support ASPIRA of New York, whose mission to foster the social advancement of the Puerto Rican/Latino community aligns with our own, and we congratulate Carlos Sanchez as he is honored at ASPIRA's Circle of Achievers event!
CastleOak acts as sole lead manager on The World Bank’s green bond
CastleOak is excited to announce that we acted as Sole Lead Manager on The World Bank’s recent $150 million, 5-year green bond, with the California State Treasurer’s Office as the sole investor.
World Bank Green Bonds support the financing of projects in member countries that meet specific criteria for low carbon and climate resilient growth, seeking to mitigate climate change and help affected people adapt to it. The types of eligible projects include renewable energy and energy efficiency, sustainable transport, new technologies in waste management, climate-smart agriculture, sustainable forest landscape, watershed management, and infrastructure projects that prevent climate-related flood damage and build climate resilience.
CastleOak acts as sole lead manager on The World Bank’s green bond
CastleOak is excited to announce that we acted as Sole Lead Manager on The World Bank’s recent $150 million, 5-year green bond, with the California State Treasurer’s Office as the sole investor.
World Bank Green Bonds support the financing of projects in member countries that meet specific criteria for low carbon and climate resilient growth, seeking to mitigate climate change and help affected people adapt to it. The types of eligible projects include renewable energy and energy efficiency, sustainable transport, new technologies in waste management, climate-smart agriculture, sustainable forest landscape, watershed management, and infrastructure projects that prevent climate-related flood damage and build climate resilience.
CastleOak Expands Electronic Treasury Trading Capabilities With Bloomberg
We are proud of our long-standing partnership with Bloomberg via DirectPool (our electronic investment grade and high yield bond trading business). And now, we are thrilled to expand our electronic Treasury trading capabilities! Please contact your CastleOak rep to learn more.
CastleOak Expands Electronic Treasury Trading Capabilities With Bloomberg
We are proud of our long-standing partnership with Bloomberg via DirectPool (our electronic investment grade and high yield bond trading business). And now, we are thrilled to expand our electronic Treasury trading capabilities! Please contact your CastleOak rep to learn more.
CastleOak Serves as Co-Manager on Environmental Finance’s Social Bond of the Year
We were pleased to serve as Co-Manager on Freddie Mac's P013, a $92.8mm Social Multifamily Securitization deal, which won the Social Bond of the Year – Agency Award from Environmental Finance. The deal securitized loans financing four senior housing properties in Arizona. We are proud to support Freddie Mac as they pursue their ESG initiatives.
CastleOak Serves as Co-Manager on Environmental Finance’s Social Bond of the Year
We were pleased to serve as Co-Manager on Freddie Mac's P013, a $92.8mm Social Multifamily Securitization deal, which won the Social Bond of the Year – Agency Award from Environmental Finance. The deal securitized loans financing four senior housing properties in Arizona. We are proud to support Freddie Mac as they pursue their ESG initiatives.
CastleOak Partners With PGA REACH
We were proud to partner with PGA REACH to sponsor Beyond the Green, a day to educate and inspire student-athletes to pursue career opportunities in the business of golf and beyond.
CastleOak Partners With PGA REACH
We were proud to partner with PGA REACH to sponsor Beyond the Green, a day to educate and inspire student-athletes to pursue career opportunities in the business of golf and beyond.
CastleOak Acts As a Financial Advisor to KKR
CastleOak Securities, L.P. is proud to have acted as a financial advisor to KKR on its acquisition of S&P’s Engineering Solutions business. We congratulate them on a successful closing!
CastleOak Acts As a Financial Advisor to KKR
CastleOak Securities, L.P. is proud to have acted as a financial advisor to KKR on its acquisition of S&P’s Engineering Solutions business. We congratulate them on a successful closing!
David R. Jones Featured in Wharton Newsletter
We are so proud to announce that CastleOak’s president and CEO David R. Jones was honored in December at the Whitney M. Young, Jr. Memorial Conference. Read more in this article from the Wharton Impact newsletter:
David R. Jones Featured in Wharton Newsletter
We are so proud to announce that CastleOak’s president and CEO David R. Jones was honored in December at the Whitney M. Young, Jr. Memorial Conference. Read more in this article from the Wharton Impact newsletter:
CastleOak Celebrates Black History Month
February is Black History Month – an opportunity to honor the history and legacy of African Americans, engage in conversations about diversity, equity, and inclusion, and inspire future generations to continue sustaining positive change. This month, and every month, we honor the lives and accomplishments of African Americans throughout the history of our nation and support the inspirational, innovative, and influential African-American leaders of today.
CastleOak Celebrates Black History Month
February is Black History Month – an opportunity to honor the history and legacy of African Americans, engage in conversations about diversity, equity, and inclusion, and inspire future generations to continue sustaining positive change. This month, and every month, we honor the lives and accomplishments of African Americans throughout the history of our nation and support the inspirational, innovative, and influential African-American leaders of today.
CastleOak Selected for Northern Trust Asset Management’s Minority Broker Program
CastleOak is proud to announce that it has been selected by Northern Trust Asset Management for its Minority Broker Program. CastleOak is honored to have been chosen to participate in this program that aligns with Northern Trust’s commitment to advancing diversity, equity and inclusion within the investment industry. It’s always gratifying to see our clients align their actions to their corporate values. We congratulate Northern Trust on expanding their program and look forward to partnering with them for another year.
CastleOak Selected for Northern Trust Asset Management’s Minority Broker Program
CastleOak is proud to announce that it has been selected by Northern Trust Asset Management for its Minority Broker Program. CastleOak is honored to have been chosen to participate in this program that aligns with Northern Trust’s commitment to advancing diversity, equity and inclusion within the investment industry. It’s always gratifying to see our clients align their actions to their corporate values. We congratulate Northern Trust on expanding their program and look forward to partnering with them for another year.
David R. Jones honored by Wharton AAMBAA
CastleOak CEO David R. Jones was honored this weekend by Wharton’s African American MBA Association (AAMBAA) at the 49th Annual Whitney M. Young Jr. Memorial Conference. This year’s conference theme was Advancing Black Legacy, and the committee chose Mr. Jones to receive the award because he has driven outstanding impact in his career and community, used his platform to empower the Black community, and demonstrated the unique ability to use private resources to drive public and social good. We are proud to add our congratulations on his well-deserved honor!
David R. Jones honored by Wharton AAMBAA
CastleOak CEO David R. Jones was honored this weekend by Wharton’s African American MBA Association (AAMBAA) at the 49th Annual Whitney M. Young Jr. Memorial Conference. This year’s conference theme was Advancing Black Legacy, and the committee chose Mr. Jones to receive the award because he has driven outstanding impact in his career and community, used his platform to empower the Black community, and demonstrated the unique ability to use private resources to drive public and social good. We are proud to add our congratulations on his well-deserved honor!
CastleOak Congratulates Fannie Mae ACCESS Program on 30 Years
We are proud to participate in Fannie Mae’s ACCESS program as it celebrates its 30-year anniversary on November 14, 2022.CastleOak is one of 20 partners in the program, which provides opportunities for diverse-owned broker-dealer firms to distribute fixed-income securities, including debt, MBS, and credit risk transfer to the capital markets. We appreciate Fannie Mae’s efforts as they seek opportunities to include ACCESS firms in funding and investment activities, and we congratulate them on a strong program history.
CastleOak Congratulates Fannie Mae ACCESS Program on 30 Years
We are proud to participate in Fannie Mae’s ACCESS program as it celebrates its 30-year anniversary on November 14, 2022.CastleOak is one of 20 partners in the program, which provides opportunities for diverse-owned broker-dealer firms to distribute fixed-income securities, including debt, MBS, and credit risk transfer to the capital markets. We appreciate Fannie Mae’s efforts as they seek opportunities to include ACCESS firms in funding and investment activities, and we congratulate them on a strong program history.
Pzena Investment Management, Inc. Completes Transaction to Become Private Company
CastleOak Securities is proud to have acted as a financial advisor to the Pzena Special Committee of the Board of Directors and congratulates them on a successful closing.
Pzena Investment Management, Inc. Completes Transaction to Become Private Company
CastleOak Securities is proud to have acted as a financial advisor to the Pzena Special Committee of the Board of Directors and congratulates them on a successful closing.
CastleOak Securities, L.P. Joins BDA
We are excited to announce that CastleOak Securities, L.P. is now a member of Bond Dealers of America (BDA), a DC-based association for dealers and banks active in the U.S. bond markets.
CastleOak Securities, L.P. Joins BDA
We are excited to announce that CastleOak Securities, L.P. is now a member of Bond Dealers of America (BDA), a DC-based association for dealers and banks active in the U.S. bond markets.
CastleOak Securities, L.P.'s David R. Jones Interviewed by Crane Data
CastleOak Securities, L.P.’s President and CEO David R. Jones was interviewed for the August edition of the Crane Data Money Fund Intelligence newsletter. Read the Q&A, covering the latest in diversity, corporate investing and cash.
CastleOak Securities, L.P.'s David R. Jones Interviewed by Crane Data
CastleOak Securities, L.P.’s President and CEO David R. Jones was interviewed for the August edition of the Crane Data Money Fund Intelligence newsletter. Read the Q&A, covering the latest in diversity, corporate investing and cash.
CastleOak an inaugural participant in Tradeweb’s Spotlight Dealer Diversity Program
Tradeweb recently announced the launch of its Spotlight Dealer Diversity Program, a new initiative designed to promote the capabilities of woman-, veteran-, disabled-, and minority-owned dealers on the Tradeweb platform. This initiative supports buy-side engagement with Tradeweb’s diverse dealer community through direct consultation, dealer visibility and specific trading protocol enhancements. We are proud to be an inaugural partner in the program and look forward to connecting with our clients.
CastleOak an inaugural participant in Tradeweb’s Spotlight Dealer Diversity Program
Tradeweb recently announced the launch of its Spotlight Dealer Diversity Program, a new initiative designed to promote the capabilities of woman-, veteran-, disabled-, and minority-owned dealers on the Tradeweb platform. This initiative supports buy-side engagement with Tradeweb’s diverse dealer community through direct consultation, dealer visibility and specific trading protocol enhancements. We are proud to be an inaugural partner in the program and look forward to connecting with our clients.
PGA REACH Philadelphia, Local Golfers Benefit from 2022 PGA WORKS Collegiate Championship
The Philadelphia PGA Section and PGA REACH Philadelphia was engaged with PGA of America staff all week to host the PGA WORKS Collegiate Championship Youth Day Presented by CastleOak Securities, and support the PGA WORKS Beyond the Green at the Comcast Technology Center, as well as the championship itself.
PGA REACH Philadelphia, Local Golfers Benefit from 2022 PGA WORKS Collegiate Championship
The Philadelphia PGA Section and PGA REACH Philadelphia was engaged with PGA of America staff all week to host the PGA WORKS Collegiate Championship Youth Day Presented by CastleOak Securities, and support the PGA WORKS Beyond the Green at the Comcast Technology Center, as well as the championship itself.
David R. Jones receives the prestigious Men of Honor award
Excited to announce that our President and CEO, David R. Jones, is being honored this weekend with a Men of Honor award. Thank you to Ohio National Financial Services recognizing his leadership. Congratulations to the other honorees for being examples in their communities!
David R. Jones receives the prestigious Men of Honor award
Excited to announce that our President and CEO, David R. Jones, is being honored this weekend with a Men of Honor award. Thank you to Ohio National Financial Services recognizing his leadership. Congratulations to the other honorees for being examples in their communities!
Protective Life Insurance Company Diversifies Investment Banking Partners with Minority-Owned Investment Firms
Protective Life Insurance Company Diversifies Investment Banking Partners with Minority-Owned Investment Firms
Edison International Announces Pricing of $750 million Preferred Stock Offering
Edison International Announces Pricing of $750 million Preferred Stock Offering
David R. Jones recognized by Savoy
Our CEO, David R. Jones, is honored and humbled to be recognized by Savoy as one of their 2021 Most Influential Black Corporate Directors. What an incredible list of people making an impact in boardrooms and proving that diverse talent exists across every market.
David R. Jones recognized by Savoy
Our CEO, David R. Jones, is honored and humbled to be recognized by Savoy as one of their 2021 Most Influential Black Corporate Directors. What an incredible list of people making an impact in boardrooms and proving that diverse talent exists across every market.
David R. Jones interviewed by Boston University
David was honored to be included as part of a series of BU alumni who are "Opening Doors" for the next generation.
David R. Jones interviewed by Boston University
David was honored to be included as part of a series of BU alumni who are "Opening Doors" for the next generation.
David R. Jones accepts award from NASP
Listen to David's speech while he accepts the Maynard Holbrook Jackson Jr award from NASP, with a kind and gracious introduction from Gilbert Garcia, Managing Partner of Garcia Hamilton
David R. Jones accepts award from NASP
Listen to David's speech while he accepts the Maynard Holbrook Jackson Jr award from NASP, with a kind and gracious introduction from Gilbert Garcia, Managing Partner of Garcia Hamilton
David R. Jones honored by NASP
Kudos to our President and CEO, David Jones, for being named the 2021 Maynard Holbrook Jackson, Jr. award recipient (formerly known as the Entrepreneur of the Year) by the National Association of Securities Professionals. What an honor!
David R. Jones honored by NASP
Kudos to our President and CEO, David Jones, for being named the 2021 Maynard Holbrook Jackson, Jr. award recipient (formerly known as the Entrepreneur of the Year) by the National Association of Securities Professionals. What an honor!
How Diverse Entrepreneurs Add Value
Our President and CEO, David R. Jones, was interviewed as part of Barclays' Supplier Diversity Capability Showcase. He talks about the firm, giving back, and our fixed income electronic trading platform (DirectPool).
How Diverse Entrepreneurs Add Value
Our President and CEO, David R. Jones, was interviewed as part of Barclays' Supplier Diversity Capability Showcase. He talks about the firm, giving back, and our fixed income electronic trading platform (DirectPool).
Minority, Women and Service-Disabled Veteran Owned Broker Dealers Help to Underwrite Deutsche Bank’s $USD 750 mln Bond
NEW YORK--(BUSINESS WIRE)--Deutsche Bank (XETRA: DBKGn.DB / NYSE: DB) today successfully closed its offering of 750 million US dollars of its senior non-preferred callable four-year (4nc3) Fixed-to-Floating rate bonds.
Minority, Women and Service-Disabled Veteran Owned Broker Dealers Help to Underwrite Deutsche Bank’s $USD 750 mln Bond
NEW YORK--(BUSINESS WIRE)--Deutsche Bank (XETRA: DBKGn.DB / NYSE: DB) today successfully closed its offering of 750 million US dollars of its senior non-preferred callable four-year (4nc3) Fixed-to-Floating rate bonds.
Minority Business Enterprises Underwrite the Majority of State Street 2031 Senior Subordinated Offering
State Street Corporation (NYSE:STT) today announced that it has issued $850 million senior subordinated bonds at a coupon of 2.20 percent.
Minority Business Enterprises Underwrite the Majority of State Street 2031 Senior Subordinated Offering
State Street Corporation (NYSE:STT) today announced that it has issued $850 million senior subordinated bonds at a coupon of 2.20 percent.
Ares Acquisition Corporation Announces Pricing of $870 Million Initial Public Offering
Ares Acquisition Corporation (the “Company”), a special purpose acquisition company formed for the purpose of entering into a combination with one or more businesses, today announced the pricing of its initial public offering of 87,000,000 units at a price of $10.00 per unit.
Ares Acquisition Corporation Announces Pricing of $870 Million Initial Public Offering
Ares Acquisition Corporation (the “Company”), a special purpose acquisition company formed for the purpose of entering into a combination with one or more businesses, today announced the pricing of its initial public offering of 87,000,000 units at a price of $10.00 per unit.
Citi hires Black-owned firms for $2.5 bln bond distribution
Citigroup Inc has hired four Black-owned firms to distribute a $2.5 billion bond issuance to investors, as part of its work to promote racial equity in the capital markets and broader financial services industry, the bank said on Thursday.
The firms included Blaylock Van, CastleOak Securities, Global Oak Capital Markets and Loop Capital Markets, Citi said in a statement.
Citi hires Black-owned firms for $2.5 bln bond distribution
Citigroup Inc has hired four Black-owned firms to distribute a $2.5 billion bond issuance to investors, as part of its work to promote racial equity in the capital markets and broader financial services industry, the bank said on Thursday.
The firms included Blaylock Van, CastleOak Securities, Global Oak Capital Markets and Loop Capital Markets, Citi said in a statement.
Airbnb Announces Pricing of Initial Public Offering
Airbnb, Inc. today announced the pricing of its initial public offering of 51,323,531 shares of Class A common stock, 50,000,000 of which are being sold by Airbnb and 1,323,531 of which are being sold by certain selling stockholders, at a public offering price of $68.00 per share.
Airbnb Announces Pricing of Initial Public Offering
Airbnb, Inc. today announced the pricing of its initial public offering of 51,323,531 shares of Class A common stock, 50,000,000 of which are being sold by Airbnb and 1,323,531 of which are being sold by certain selling stockholders, at a public offering price of $68.00 per share.
CastleOak Acts as Exclusive Financial Advisor to the International Society of Interdisciplinary Engineers LLC in Its Acquisition of Techstreet from Clarivate Plc
Clarivate Plc (NYSE: CCC), a global leader in providing trusted information and insights to accelerate the pace of innovation, and The American Society of Mechanical Engineers (ASME), a globally recognized, trusted source of standards used around the world, announced today that the International Society of Interdisciplinary Engineers LLC (ISIE), a new for-profit subsidiary of ASME, has acquired Techstreet.
CastleOak Acts as Exclusive Financial Advisor to the International Society of Interdisciplinary Engineers LLC in Its Acquisition of Techstreet from Clarivate Plc
Clarivate Plc (NYSE: CCC), a global leader in providing trusted information and insights to accelerate the pace of innovation, and The American Society of Mechanical Engineers (ASME), a globally recognized, trusted source of standards used around the world, announced today that the International Society of Interdisciplinary Engineers LLC (ISIE), a new for-profit subsidiary of ASME, has acquired Techstreet.
CastleOak is Named Counterparty to the NY Fed’s Secondary Market Corporate Credit Facility(SMCCF)
The Federal Reserve Bank of New York today announced the selection of additional counterparties to support, as applicable, the Commercial Paper Funding Facility (CPFF) and the Secondary Market Corporate Credit Facility (SMCCF).
CastleOak is Named Counterparty to the NY Fed’s Secondary Market Corporate Credit Facility(SMCCF)
The Federal Reserve Bank of New York today announced the selection of additional counterparties to support, as applicable, the Commercial Paper Funding Facility (CPFF) and the Secondary Market Corporate Credit Facility (SMCCF).
CastleOak Serves as Bookrunner for Citi’s Inaugural $2.5 Billion Affordable Housing Bond Issuance and Largest-Ever Social Bond
Citi today announced the issuance of its first Affordable Housing Bond. The transaction consisted of a $2.5 billion 4-year non-call 3-year fixed to floating rate note issuance, the largest-ever social bond from an issuer in the private sector.
CastleOak Serves as Bookrunner for Citi’s Inaugural $2.5 Billion Affordable Housing Bond Issuance and Largest-Ever Social Bond
Citi today announced the issuance of its first Affordable Housing Bond. The transaction consisted of a $2.5 billion 4-year non-call 3-year fixed to floating rate note issuance, the largest-ever social bond from an issuer in the private sector.
CastleOak Co-Leads Record Setting Diversity & Inclusion Deal for TMCC
Toyota Financial Services (TFS), a longtime leader in Corporate Social Responsibility (CSR), issued its fifth Diversity & Inclusion (D&I) Bond in the amount of $750 million.
CastleOak Co-Leads Record Setting Diversity & Inclusion Deal for TMCC
Toyota Financial Services (TFS), a longtime leader in Corporate Social Responsibility (CSR), issued its fifth Diversity & Inclusion (D&I) Bond in the amount of $750 million.
CastleOak Co-Leads Historic IPO for Pershing Square
Pershing Square Tontine Holdings, Ltd. (the “Company,” “PSTH” or “We”), a Delaware incorporated newly organized blank check company formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with a private company, today announced its initial public offering of 200,000,000 units at a price of $20.00 per unit.
CastleOak Co-Leads Historic IPO for Pershing Square
Pershing Square Tontine Holdings, Ltd. (the “Company,” “PSTH” or “We”), a Delaware incorporated newly organized blank check company formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with a private company, today announced its initial public offering of 200,000,000 units at a price of $20.00 per unit.
CastleOak Serves as Senior Co-Lead Manager for Record Breaking US$8bn World Bank Deal
The World Bank (International Bank for Reconstruction and Development, IBRD, Aaa/AAA) today priced a USD8 billion 5-year global benchmark bond that matures on April 22, 2025. This is the largest ever US dollar denominated bond issued by a supranational.
CastleOak Serves as Senior Co-Lead Manager for Record Breaking US$8bn World Bank Deal
The World Bank (International Bank for Reconstruction and Development, IBRD, Aaa/AAA) today priced a USD8 billion 5-year global benchmark bond that matures on April 22, 2025. This is the largest ever US dollar denominated bond issued by a supranational.
CastleOak Securities Selected as a Discount Note Dealer By Inter-American Development Bank
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the Inter-American Development Bank (IDB) to join its Discount Note dealer group. CastleOak is the only boutique dealer in this group of six investment banks.
CastleOak Securities Selected as a Discount Note Dealer By Inter-American Development Bank
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the Inter-American Development Bank (IDB) to join its Discount Note dealer group. CastleOak is the only boutique dealer in this group of six investment banks.
CastleOak Securities’ David R. Jones is Showing Investment Banks Can Take the Higher Road
JP Morgan. Goldman Sachs. Bank of America Merrill Lynch. Morgan Stanley. A handful of well-known Wall Street firms dominate the investment banking industry. But in recent years, smaller boutique banks have begun taking a piece of the investment banking action, offering more attentive service to clients and better lifestyles for employees.
CastleOak Securities’ David R. Jones is Showing Investment Banks Can Take the Higher Road
JP Morgan. Goldman Sachs. Bank of America Merrill Lynch. Morgan Stanley. A handful of well-known Wall Street firms dominate the investment banking industry. But in recent years, smaller boutique banks have begun taking a piece of the investment banking action, offering more attentive service to clients and better lifestyles for employees.
Jones Elected to Ohio National Board of Directors
Ohio National Financial Services is pleased to announce the election of David R. Jones, a distinguished veteran of the financial services industry, to the Board of Directors of Ohio National Mutual Holdings, Inc.
Jones Elected to Ohio National Board of Directors
Ohio National Financial Services is pleased to announce the election of David R. Jones, a distinguished veteran of the financial services industry, to the Board of Directors of Ohio National Mutual Holdings, Inc.
CastleOak Securities Co-manages $10.75 Billion Debt Offering for Microsoft Corp.
Microsoft Corp. on Monday announced the pricing of its offering of $10.75 billion of senior unsecured notes.
CastleOak Securities Co-manages $10.75 Billion Debt Offering for Microsoft Corp.
Microsoft Corp. on Monday announced the pricing of its offering of $10.75 billion of senior unsecured notes.
CastleOak Hires Loop’s Matsikoudis to Head Muni Underwriting. (Source: www.bondbuyer.com)
John Matsikoudis, former senior underwriter at Loop Capital Markets, has been hired by CastleOak Securities to continue the growth of its municipal sales and trading business.
CastleOak Hires Loop’s Matsikoudis to Head Muni Underwriting. (Source: www.bondbuyer.com)
John Matsikoudis, former senior underwriter at Loop Capital Markets, has been hired by CastleOak Securities to continue the growth of its municipal sales and trading business.
David R. Jones is appointed to the Board of Overseers of Boston University
The four alumni new to the Board of Overseers are no strangers to Boston University. They bring decades of expertise in business, finance, education, and law to the board.
David R. Jones is appointed to the Board of Overseers of Boston University
The four alumni new to the Board of Overseers are no strangers to Boston University. They bring decades of expertise in business, finance, education, and law to the board.
CastleOak Starts Muni Desk With Six Vets
CastleOak Securities LP has launched a municipal bond desk, anchoring it with six veterans of the business.
CastleOak Starts Muni Desk With Six Vets
CastleOak Securities LP has launched a municipal bond desk, anchoring it with six veterans of the business.
FDIC Closes on Pilot Securitization of Performing Commercial Mortgage Loans from 13 Failed Institutions
The Federal Deposit Insurance Corporation (FDIC) today closed on a sale of securities as part of a securitization backed by approximately $394.3 million of performing commercial and multi-family mortgages from 13 failed banks.
FDIC Closes on Pilot Securitization of Performing Commercial Mortgage Loans from 13 Failed Institutions
The Federal Deposit Insurance Corporation (FDIC) today closed on a sale of securities as part of a securitization backed by approximately $394.3 million of performing commercial and multi-family mortgages from 13 failed banks.
More Firms Start Muni Teams
It must be "Build or Expand Your Muni Team" week.
More Firms Start Muni Teams
It must be "Build or Expand Your Muni Team" week.
Castleoak Securities Strengthens Its Equity Sales & Trading Team
CastleOak Securities, L.P., announced today the expansion of its equity sales and trading team with the addition of Daniel J. O’Grady, Managing Director, Equity Sales and Trading.
Castleoak Securities Strengthens Its Equity Sales & Trading Team
CastleOak Securities, L.P., announced today the expansion of its equity sales and trading team with the addition of Daniel J. O’Grady, Managing Director, Equity Sales and Trading.
CastleOak Securities Adds Two Industry Veterans To Its FixedIncome Sales And Trading Team
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today the addition of industry veterans Gene Gallagher and Roy Jones to its fixed income sales and trading team.
CastleOak Securities Adds Two Industry Veterans To Its FixedIncome Sales And Trading Team
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today the addition of industry veterans Gene Gallagher and Roy Jones to its fixed income sales and trading team.
Castleoak Securities' Nathaniel Christian Appointed to The National Association of Securities Professionals Board Of Directors
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today that co-founding partner and General Counsel, Nathaniel H. Christian, has been appointed to the board of directors of the National Association of Securities Professionals (NASP).
Castleoak Securities' Nathaniel Christian Appointed to The National Association of Securities Professionals Board Of Directors
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today that co-founding partner and General Counsel, Nathaniel H. Christian, has been appointed to the board of directors of the National Association of Securities Professionals (NASP).
CastleOak Securities Adds Two Seasoned Professionals To Its Capital Markets Team
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today the hiring of two seasoned professionals, Hiram Matthews and Joseph McManus, to its capital markets team.
CastleOak Securities Adds Two Seasoned Professionals To Its Capital Markets Team
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today the hiring of two seasoned professionals, Hiram Matthews and Joseph McManus, to its capital markets team.
CastleOak Securities Establishes International Equities Platform
CastleOak Securities, L.P., a leading minority-owned investment bank, announced the expansion of its electronic equity securities execution platform to include international equities.
CastleOak Securities Establishes International Equities Platform
CastleOak Securities, L.P., a leading minority-owned investment bank, announced the expansion of its electronic equity securities execution platform to include international equities.
Castleoak Securities Announces Newest Member Of Its Capital Markets Team
CastleOak Securities, L.P., a leading minority owned investment bank, announced today the expansion of its capital markets team with the addition of Robert L. Bacon, Director, Investment Banking/Capital Markets.
Castleoak Securities Announces Newest Member Of Its Capital Markets Team
CastleOak Securities, L.P., a leading minority owned investment bank, announced today the expansion of its capital markets team with the addition of Robert L. Bacon, Director, Investment Banking/Capital Markets.
CastleOak Securities Establishes Dedicated Tarp Team
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today that it has established a dedicated team of veteran professionals to assist the Treasury Department, its agents and contractors in the acquisition, management and disposition of the financial institution assets that are the focus of the federal government’s Troubled Asset Relief Program (“TARP”).
CastleOak Securities Establishes Dedicated Tarp Team
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today that it has established a dedicated team of veteran professionals to assist the Treasury Department, its agents and contractors in the acquisition, management and disposition of the financial institution assets that are the focus of the federal government’s Troubled Asset Relief Program (“TARP”).
CastleOak Securities Strengthens Its Capital Markets Team With Five Seasoned Professionals
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today the hiring of five seasoned professionals, adding further strength to its capital markets team.
CastleOak Securities Strengthens Its Capital Markets Team With Five Seasoned Professionals
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today the hiring of five seasoned professionals, adding further strength to its capital markets team.
CastleOak Securities Adds Seasoned Professional, Rufus Jones, To Its Equity Capital Markets Team
CastleOak Securities, L.P., a leading minority-owned investment bank based in New York, announced today that Rufus Jones, Jr. has joined its Equity Sales andTrading group as Managing Director – Equity Capital Markets.
CastleOak Securities Adds Seasoned Professional, Rufus Jones, To Its Equity Capital Markets Team
CastleOak Securities, L.P., a leading minority-owned investment bank based in New York, announced today that Rufus Jones, Jr. has joined its Equity Sales andTrading group as Managing Director – Equity Capital Markets.
Leading Minority-Owned Investment Bank Adds Industry Veteran, Anthony Lecour, And Seasoned Professional, Jack Foster, Jr., To Its Corporate Finance/Advisory Practice
CastleOak Securities, L.P., a leading minority-owned investment bank based in New York, announced today that it is further building its corporate finance/advisory group with the addition of two seasoned professionals, Anthony LeCour andJack H. Foster, Jr., who have joined as Managing Directors.
Leading Minority-Owned Investment Bank Adds Industry Veteran, Anthony Lecour, And Seasoned Professional, Jack Foster, Jr., To Its Corporate Finance/Advisory Practice
CastleOak Securities, L.P., a leading minority-owned investment bank based in New York, announced today that it is further building its corporate finance/advisory group with the addition of two seasoned professionals, Anthony LeCour andJack H. Foster, Jr., who have joined as Managing Directors.
CastleOak Securities, L.P. Expands Into Equities
CastleOak Securities, L.P., a minority-owned investment bank based in New York, announced that it is expanding into equity sales and trading with the hiring of Marlon S. Weems as Managing Director of Equity Sales & Trading in its New York office.
CastleOak Securities, L.P. Expands Into Equities
CastleOak Securities, L.P., a minority-owned investment bank based in New York, announced that it is expanding into equity sales and trading with the hiring of Marlon S. Weems as Managing Director of Equity Sales & Trading in its New York office.
CastleOak Securities Adds Seasoned Fixed Income Professionals
CastleOak Securities, L.P., a minority-owned investment bank based in New York, has announced the expansion of its capital markets team with the addition of two industry veterans.
CastleOak Securities Adds Seasoned Fixed Income Professionals
CastleOak Securities, L.P., a minority-owned investment bank based in New York, has announced the expansion of its capital markets team with the addition of two industry veterans.
CastleOak Securities Adds Seasoned Fixed Income Professional
CastleOak Securities, L.P., a minority-owned investment bank based in New York, has announced the expansion of its capital markets team with the addition ofCarlos A. Sanchez, Managing Director, to its fixed income syndicate group.
CastleOak Securities Adds Seasoned Fixed Income Professional
CastleOak Securities, L.P., a minority-owned investment bank based in New York, has announced the expansion of its capital markets team with the addition ofCarlos A. Sanchez, Managing Director, to its fixed income syndicate group.
CastleOak Securities, L.P. Receives NASD Approval To Underwrite Debt And Equity Securities
CastleOak Securities, L.P., a minority-owned investment bank based in New York, announced today that the NASD has approved its application to underwrite debt and equity securities. This approval allows CastleOak to participate as a managing underwriter in debt and equity offerings for its clients.
CastleOak Securities, L.P. Receives NASD Approval To Underwrite Debt And Equity Securities
CastleOak Securities, L.P., a minority-owned investment bank based in New York, announced today that the NASD has approved its application to underwrite debt and equity securities. This approval allows CastleOak to participate as a managing underwriter in debt and equity offerings for its clients.
CastleOak Securities, L.P. Hires Senior Capital Markets, Sales And Trading Professionals
CastleOak Securities, L.P., currently being established as a minority owned investment bank based in New York, announced today that several senior capital markets, sales and trading professionals have joined the Firm.
CastleOak Securities, L.P. Hires Senior Capital Markets, Sales And Trading Professionals
CastleOak Securities, L.P., currently being established as a minority owned investment bank based in New York, announced today that several senior capital markets, sales and trading professionals have joined the Firm.
Veteran Investment Bankers To Launch New Minority-Owned Investment Bank, CastleOak Securities, L.P.
A team of experienced Wall Street investment bankers announced today the establishment of a new minority-owned investment bank, CastleOak Securities, L.P., that will focus on providing capital markets and financial advisory services to large and middle-market corporations.
Veteran Investment Bankers To Launch New Minority-Owned Investment Bank, CastleOak Securities, L.P.
A team of experienced Wall Street investment bankers announced today the establishment of a new minority-owned investment bank, CastleOak Securities, L.P., that will focus on providing capital markets and financial advisory services to large and middle-market corporations.
Jan 28 (Reuters) - Citigroup Inc has hired four Black-owned firms to distribute a $2.5 billion bond issuance to investors, as part of its work to promote racial equity in the capital markets and broader financial services industry, the bank said on Thursday.
Read MoreCastleOak Celebrates Black History Month
New York, February2023 -- As an African-American owned firm, CastleOak Securities, L.P. (“CastleOak”) is proud to celebrate Black History Month. In addition to recognizing the achievements and contributions of African Americans that help shape this nation, this month is an opportunity to engage in conversations about diversity, equity and inclusion, and to inspire future generations to continue sustaining positive change.
New York, February2023 -- As an African-American owned firm, CastleOak Securities, L.P. (“CastleOak”) is proud to celebrate Black History Month. In addition to recognizing the achievements and contributions of African Americans that help shape this nation, this month is an opportunity to engage in conversations about diversity, equity and inclusion, and to inspire future generations to continue sustaining positive change.
CastleOak Acts as Financial Agent to US Department of Treasury for ECIP
CastleOak is honored to act as financial agent to the US Department of Treasury in their groundbreaking Emergency Capital Investment Program(ECIP). These recent investments will support the efforts of community financial institutions to provide loans, grants, and other assistance to small and minority-owned businesses and consumers. Says Vice President Kamala Harris, “Small businesses, non-profits, entrepreneurs, and community organizations are using the ECIP funds to create opportunity and prosperity, not only for their community, but for our nation.”
CastleOak Acts as Financial Agent to US Department of Treasury for ECIP
CastleOak is honored to act as financial agent to the US Department of Treasury in their groundbreaking Emergency Capital Investment Program(ECIP). These recent investments will support the efforts of community financial institutions to provide loans, grants, and other assistance to small and minority-owned businesses and consumers. Says Vice President Kamala Harris, “Small businesses, non-profits, entrepreneurs, and community organizations are using the ECIP funds to create opportunity and prosperity, not only for their community, but for our nation.”
CastleOak Securities, L.P. Announces Charitable Giving Component
CastleOak Securities, L.P. is pleased to announce the addition of a significant ongoing charitable giving component to its Money Market Share Class products. Continuing its long-standing corporate giving philosophy, CastleOak has chosen United Negro College Fund (“UNCF”) as the inaugural donation organization for these revenues. CastleOak is committed to giving its clients full visibility in quantifying D&I spend via these products, which allows clients to track progress against broader ESG goals.
CastleOak Securities, L.P. is pleased to announce the addition of a significant ongoing charitable giving component to its Money Market Share Class products. Continuing its long-standing corporate giving philosophy, CastleOak has chosen United Negro College Fund (“UNCF”) as the inaugural donation organization for these revenues. CastleOak is committed to giving its clients full visibility in quantifying D&I spend via these products, which allows clients to track progress against broader ESG goals.
Pzena Investment Management, Inc. to Become Private Company and Reports Results for the Second Quarter of 2022
CastleOak Securities is a financial advisor to the Pzena Special Committee of the Board of Directors on the following transaction.
Pzena Investment Management, Inc. to Become Private Company and Reports Results for the Second Quarter of 2022
CastleOak Securities is a financial advisor to the Pzena Special Committee of the Board of Directors on the following transaction.
CastleOak Securities Names Robert L. Bacon Newest Partner
CastleOak Securities, L.P., a leading New York-based boutique investment bank, is pleased to announce that Robert L. Bacon has been unanimously voted into the firm’s partnership. Bacon, Executive Vice President, is the Head of Capital Markets and Syndicate for the firm, leading CastleOak’s debt and equity capital markets efforts for its corporate clients. The firm continues to cement its legacy and build for the future.
CastleOak Securities, L.P., a leading New York-based boutique investment bank, is pleased to announce that Robert L. Bacon has been unanimously voted into the firm’s partnership. Bacon, Executive Vice President, is the Head of Capital Markets and Syndicate for the firm, leading CastleOak’s debt and equity capital markets efforts for its corporate clients. The firm continues to cement its legacy and build for the future.
Citi Hires Black Owned Firms
CastleOak was proud to be one of the Black-owned firms hired by Citi to distribute $2.5Bn bond issuance in support of affordable housing. Building on Citi’s long-standing commitment to increasing affordable housing, the proceeds from the bond will finance the construction, rehabilitation and preservation of quality affordable housing for low-and moderate-income populations in the United States.
CastleOak was proud to be one of the Black-owned firms hired by Citi to distribute $2.5Bn bond issuance in support of affordable housing. Building on Citi’s long-standing commitment to increasing affordable housing, the proceeds from the bond will finance the construction, rehabilitation and preservation of quality affordable housing for low-and moderate-income populations in the United States.
CastleOak Securities Hires New Head of Fixed Income Electronic Trading (DirectPool)
CastleOak’s electronic bond trading solution, DirectPool, which just celebrated its five-year anniversary, has reached a trading milestone of over $35 billion traded in investment grade and high yield credit. With over 300 participants, DirectPool is the largest electronic bond trading solution owned and managed by a minority-owned broker-dealer.
CastleOak Securities Hires New Head of Fixed Income Electronic Trading (DirectPool)
CastleOak’s electronic bond trading solution, DirectPool, which just celebrated its five-year anniversary, has reached a trading milestone of over $35 billion traded in investment grade and high yield credit. With over 300 participants, DirectPool is the largest electronic bond trading solution owned and managed by a minority-owned broker-dealer.
CastleOak Securities Expands Money Fund Solutions Team
Part of the firm’s ongoing effort to continually improve product offerings and deepen market share
Part of the firm’s ongoing effort to continually improve product offerings and deepen market share
Morgan Stanley Investment Management and CastleOak Securities, L.P. Debut New Share Class
NEW YORK - Morgan Stanley Investment Management and CastleOak Securities, L.P. are pleased to announce an expansion of their long-standing partnership by debuting two new co-branded share class offerings that provide clients an expanded menu of short-term cash investment services.
Morgan Stanley Investment Management and CastleOak Securities, L.P. Debut New Share Class
NEW YORK - Morgan Stanley Investment Management and CastleOak Securities, L.P. are pleased to announce an expansion of their long-standing partnership by debuting two new co-branded share class offerings that provide clients an expanded menu of short-term cash investment services.
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
CastleOak Securities Added to Debt Dealer Group by the African Development Bank
First minority-owned investment bank to be included in the dealer group; mandated as co-lead manager on AfDB’s $2.5 billion 5-year benchmark issue.
CastleOak Securities Added to Debt Dealer Group by the African Development Bank
First minority-owned investment bank to be included in the dealer group; mandated as co-lead manager on AfDB’s $2.5 billion 5-year benchmark issue.
Black Enterprise Magazine names CastleOak Securities 2017 Financial Services Company of the Year
CastleOak Securities, L.P. (“CastleOak”), a leading New York-based boutique investment banking firm, announced today that it has been named the 2017 Financial Company of the Year by Black Enterprise magazine.
Black Enterprise Magazine names CastleOak Securities 2017 Financial Services Company of the Year
CastleOak Securities, L.P. (“CastleOak”), a leading New York-based boutique investment banking firm, announced today that it has been named the 2017 Financial Company of the Year by Black Enterprise magazine.
CastleOak Securities Launches DirectPool™ Corporate Bond Electronic Trading Platform Powered by Bloomberg
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced that it has launched DirectPool™, a platform for U.S. corporate bond electronic trading powered by Bloomberg.
CastleOak Securities Launches DirectPool™ Corporate Bond Electronic Trading Platform Powered by Bloomberg
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced that it has launched DirectPool™, a platform for U.S. corporate bond electronic trading powered by Bloomberg.
CastleOak Securities Selected as an IFC Discount Note Dealer
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the International Finance Corporation (IFC), a member of the World Bank Group, to join its discount note dealer group. CastleOak is the only boutique dealer in this group of ten investment banks.
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the International Finance Corporation (IFC), a member of the World Bank Group, to join its discount note dealer group. CastleOak is the only boutique dealer in this group of ten investment banks.
Black Enterprise Magazine Ranks CastleOak Securities Top Minority-Owned Investment Bank for the 7th Year
CastleOak Securities, L.P. (“CastleOak” or “CastleOak Securities”), a leading New York-based boutique investment banking firm, announced today that it was ranked the #1 minority-owned investment bank in the taxable securities category by Black Enterprise magazine.
Black Enterprise Magazine Ranks CastleOak Securities Top Minority-Owned Investment Bank for the 7th Year
CastleOak Securities, L.P. (“CastleOak” or “CastleOak Securities”), a leading New York-based boutique investment banking firm, announced today that it was ranked the #1 minority-owned investment bank in the taxable securities category by Black Enterprise magazine.
CastleOak Securities Grows Leveraged Finance Sales & Trading Team with Three Senior Hires
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced today that it is building its leveraged finance sales & trading capabilities by hiring Messrs.Michael S. Miller, Thomas P. Takacs and Richard E. Wright.
CastleOak Securities Grows Leveraged Finance Sales & Trading Team with Three Senior Hires
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced today that it is building its leveraged finance sales & trading capabilities by hiring Messrs.Michael S. Miller, Thomas P. Takacs and Richard E. Wright.
CastleOak Securities Named Presenting Sponsor for PGA Minority Collegiate Golf Championship
The PGA of America announced today thatCastleOak Securities L.P., of New York City, has been named a presenting sponsor for thePGA Minority Collegiate Golf Championship and its accompanying one-hour highlight program on Golf Channel.
CastleOak Securities Named Presenting Sponsor for PGA Minority Collegiate Golf Championship
The PGA of America announced today thatCastleOak Securities L.P., of New York City, has been named a presenting sponsor for thePGA Minority Collegiate Golf Championship and its accompanying one-hour highlight program on Golf Channel.
CastleOak Securities Names Thomas Thees Head of Fixed Income
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that it has hired Thomas Thees as Head of Fixed Income.
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that it has hired Thomas Thees as Head of Fixed Income.
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Sixth Consecutive Year
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks and top minority-owned businesses in the U.S.
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Sixth Consecutive Year
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks and top minority-owned businesses in the U.S.
Standish Minority Business Enterprise Awards Presented to CastleOak Securities, LP and Siebert Brandford Shank & Co.
Standish Mellon Asset Management Company LLC, a fixed income specialist for BNYMellon, has awarded the first Standish Minority Business Enterprise Awards to CastleOak Securities and Siebert Brandford Shank & Co.
Standish Minority Business Enterprise Awards Presented to CastleOak Securities, LP and Siebert Brandford Shank & Co.
Standish Mellon Asset Management Company LLC, a fixed income specialist for BNYMellon, has awarded the first Standish Minority Business Enterprise Awards to CastleOak Securities and Siebert Brandford Shank & Co.
More African-American Leaders Across America Join New York Leaders In Raising Funds To Bring “SELMA” To Students For Free
In an unprecedented effort lead by a team of African American business leaders in New York, organizations across the U.S. coordinated a massive national campaign to find African-American business leaders to underwrite free admission to the Golden Globe-nominated film “SELMA” for students around the country.
More African-American Leaders Across America Join New York Leaders In Raising Funds To Bring “SELMA” To Students For Free
In an unprecedented effort lead by a team of African American business leaders in New York, organizations across the U.S. coordinated a massive national campaign to find African-American business leaders to underwrite free admission to the Golden Globe-nominated film “SELMA” for students around the country.
CastleOak Securities Expands Investment Banking Group
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the appointment of Reginald J. Hollinger as ManagingDirector in the Investment Banking Group.
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the appointment of Reginald J. Hollinger as ManagingDirector in the Investment Banking Group.
CastleOak Securities Ranked #1 by Black Enterprise as Top Minority-Owned Investment Bank in Taxable Securities
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, was ranked by Black Enterprise magazine as the nation’s top minority-owned investment bank in taxable securities and a top minority owned business in the U.S. in its June 2014edition.
CastleOak Securities Ranked #1 by Black Enterprise as Top Minority-Owned Investment Bank in Taxable Securities
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, was ranked by Black Enterprise magazine as the nation’s top minority-owned investment bank in taxable securities and a top minority owned business in the U.S. in its June 2014edition.
CastleOak Securities Selected as a World Bank Discount Note Dealer
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm and the #1 ranked minority-owned underwriter of FederalAgency and Supranational debt today announced it was selected by the International Bank forReconstruction and Development (IBRD), commonly referred to as the World Bank, to join their discount note dealer group. CastleOak is the first and only minority-owned or boutique dealer in this group of eight investment banks.
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm and the #1 ranked minority-owned underwriter of FederalAgency and Supranational debt today announced it was selected by the International Bank forReconstruction and Development (IBRD), commonly referred to as the World Bank, to join their discount note dealer group. CastleOak is the first and only minority-owned or boutique dealer in this group of eight investment banks.
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Fourth Consecutive Year
CastleOak Securities, L.P., a leading New York‐based boutique investment banking firm, announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks, and top minority-owned businesses in the U.S., in its June 2013 edition.
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Fourth Consecutive Year
CastleOak Securities, L.P., a leading New York‐based boutique investment banking firm, announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks, and top minority-owned businesses in the U.S., in its June 2013 edition.
CastleOak Securities Partners With the Federal Home Loan Bank System
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced that it has partnered with the Federal HomeLoan Bank System to issue $510 million of floating rate debt securities, which CastleOak placed with institutional investors, including local government accounts, asset managers and corporations.
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced that it has partnered with the Federal HomeLoan Bank System to issue $510 million of floating rate debt securities, which CastleOak placed with institutional investors, including local government accounts, asset managers and corporations.
PG&E Engaged Diverse-Owned Banks For $750 Million Bond Sale
As part of its commitment to diversity and inclusion, Pacific Gas and Electric Company (PG&E) employed four diverse-owned investment banks to help manage an offering of $750 million of 10-year and 30-year senior notes that closed successfully on June14. CastleOak Securities, an African American-owned investment bank headquartered inNew York City, was one of four joint lead managers on the deal.
As part of its commitment to diversity and inclusion, Pacific Gas and Electric Company (PG&E) employed four diverse-owned investment banks to help manage an offering of $750 million of 10-year and 30-year senior notes that closed successfully on June14. CastleOak Securities, an African American-owned investment bank headquartered inNew York City, was one of four joint lead managers on the deal.
Castleoak Securities Expands Municipal Sales And Trading Team With Key Senior Hires
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the expansion of its municipal sales and trading team with the addition of James Heald, Michael Lorenz and Christine Guest.
Castleoak Securities Expands Municipal Sales And Trading Team With Key Senior Hires
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the expansion of its municipal sales and trading team with the addition of James Heald, Michael Lorenz and Christine Guest.
Castleoak Securities, L.P. Signs Sponsor Agreement With Bids Trading.
CastleOak Securities, L.P., a leading New York-based boutique investment bank fi rm, and BIDS Trading, L.P., the Alternative Trading System (“ATS”) designed to increase competition and liquidity in the U.S. equity block trading market, are pleased to announce the signing of a sponsorship agreement.
CastleOak Securities, L.P., a leading New York-based boutique investment bank fi rm, and BIDS Trading, L.P., the Alternative Trading System (“ATS”) designed to increase competition and liquidity in the U.S. equity block trading market, are pleased to announce the signing of a sponsorship agreement.
Castleoak Securities Establishes Scholarship Funds At Boston University And The University Of Pennsylvania
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced today that they have established a David R. Jones/ CastleOak Securities, L.P. Scholarship Fund at Boston University School of Management and the Wharton School of the University of Pennsylvania.
Castleoak Securities Establishes Scholarship Funds At Boston University And The University Of Pennsylvania
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced today that they have established a David R. Jones/ CastleOak Securities, L.P. Scholarship Fund at Boston University School of Management and the Wharton School of the University of Pennsylvania.
The CastleOak Securities LP Team Rings the NASDAQ Closing Bell in Commemoration of a Major Business Milestone
The CastleOak Securities LP team joined the firm’s CEO, David Jones in ringing the NASDAQ Closing Bell on Dec. 14, 2012; in commemoration of, the milestone of assisting clients to raise $1 trillion in public offerings, and the growth of the firm to over 70 professionals since its founding in 2006.
The CastleOak Securities LP Team Rings the NASDAQ Closing Bell in Commemoration of a Major Business Milestone
The CastleOak Securities LP team joined the firm’s CEO, David Jones in ringing the NASDAQ Closing Bell on Dec. 14, 2012; in commemoration of, the milestone of assisting clients to raise $1 trillion in public offerings, and the growth of the firm to over 70 professionals since its founding in 2006.
CastleOak Securities to Ring the NASDAQ Stock Market Closing Bell
In recognition of reaching the milestone of assisting its clients to raise over $1 trillion since its founding in 2006, CastleOak Securities, L.P., a leadingNew York-based boutique investment banking firm, will visit the NASDAQ MarketSite in TimesSquare on December 14, to ring the Closing Bell.
In recognition of reaching the milestone of assisting its clients to raise over $1 trillion since its founding in 2006, CastleOak Securities, L.P., a leadingNew York-based boutique investment banking firm, will visit the NASDAQ MarketSite in TimesSquare on December 14, to ring the Closing Bell.
David R. Jones, CEO of CastleOak Securities, Recognized for Professional Achievement and Demonstrated Commitment to Community by the Council of Urban Professionals
Today, the Council of Urban Professionals (CUP)announced the CUP Catalysts: Change Agents 2012 | Finance inaugural list. The list highlights and celebrates the accomplishments of diverse leaders across the financial services sector who have achieved extraordinary success in business and have made a significant impact on their community.
David R. Jones, CEO of CastleOak Securities, Recognized for Professional Achievement and Demonstrated Commitment to Community by the Council of Urban Professionals
Today, the Council of Urban Professionals (CUP)announced the CUP Catalysts: Change Agents 2012 | Finance inaugural list. The list highlights and celebrates the accomplishments of diverse leaders across the financial services sector who have achieved extraordinary success in business and have made a significant impact on their community.
CastleOak Securities Strengthens its Municipal Finance and Fixed Income Sales Divisions
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced the continued expansion of its municipal finance and fixed income sales divisions.
CastleOak Securities Strengthens its Municipal Finance and Fixed Income Sales Divisions
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced the continued expansion of its municipal finance and fixed income sales divisions.
Castleoak Securities Recognized As A Top Minority-Owned Investment Bank For Third Consecutive Year
CastleOak Securities, L.P., a leading New York‐based investment banking firm, announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks, and top minority-owned businesses in the U.S., in itsJune 2012 edition.
Castleoak Securities Recognized As A Top Minority-Owned Investment Bank For Third Consecutive Year
CastleOak Securities, L.P., a leading New York‐based investment banking firm, announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks, and top minority-owned businesses in the U.S., in itsJune 2012 edition.
Castleoak Securities Continues Steady Expansion With The Hire Of Seasoned Veterans In Its Fixed Income And Municipal Divisions
CastleOak Securities, L.P., a leading New York‐based boutique investment banking firm, today announced the continued expansion of its FixedIncome and Municipal Sales and Trading and Underwriting divisions with the additions of six industry professionals.
Castleoak Securities Continues Steady Expansion With The Hire Of Seasoned Veterans In Its Fixed Income And Municipal Divisions
CastleOak Securities, L.P., a leading New York‐based boutique investment banking firm, today announced the continued expansion of its FixedIncome and Municipal Sales and Trading and Underwriting divisions with the additions of six industry professionals.
CastleOak Securities Announces Appointment of Milton M. Irvin as Advisory Board Chair
CastleOak Securities today announced the appointment of Milton M. Irvin as Chairman of its Board of Advisors. A former Managing Director, and Americas Head of Diversity and Inclusion for UBS, Mr. Irvin rounds out CastleOak’s Board of Advisors.
CastleOak Securities Announces Appointment of Milton M. Irvin as Advisory Board Chair
CastleOak Securities today announced the appointment of Milton M. Irvin as Chairman of its Board of Advisors. A former Managing Director, and Americas Head of Diversity and Inclusion for UBS, Mr. Irvin rounds out CastleOak’s Board of Advisors.
David R. Jones, President and CEO of CastleOak Named One of the 75 Most Powerful Blacks on Wall Street
Emerging from one of the worst financial crises in history, these giants are transforming the industry.
David R. Jones, President and CEO of CastleOak Named One of the 75 Most Powerful Blacks on Wall Street
Emerging from one of the worst financial crises in history, these giants are transforming the industry.
With Market Aflutter, CastleOak Adds Bell to Boost Muni Biz
With the municipal underwriting landscape in flux due to low supply and record low yields, smaller investment banks are jumping into the muni bond underwriting business to get a piece of the action.
With the municipal underwriting landscape in flux due to low supply and record low yields, smaller investment banks are jumping into the muni bond underwriting business to get a piece of the action.
Castleoak Securities Adds Cathy Bell To Its Municipal Finance Group
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the appointment of Cathy Bell as Managing Director and Co-Head of its Municipal Finance Group.
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the appointment of Cathy Bell as Managing Director and Co-Head of its Municipal Finance Group.
Castleoak Securities Continues Aggressive Growth With Strategic Hires In Fixed Income And Equities Divisions
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the hires of Gregory Hughes and Dana Brett-Levy to its Fixed Income Division, and Patricia Koetzner and Mitchell Ginsberg to its Equity Sales & Trading Division.
Castleoak Securities Continues Aggressive Growth With Strategic Hires In Fixed Income And Equities Divisions
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced the hires of Gregory Hughes and Dana Brett-Levy to its Fixed Income Division, and Patricia Koetzner and Mitchell Ginsberg to its Equity Sales & Trading Division.
SDG&E issues $350 million in bonds jointly led by minority-owned investment bank
San Diego Gas & Electric (SDG&E), a unit of Sempra Energy (NYSE: SRE),today closed a public offering of $350 million of 10-year first-mortgage bonds. This transaction marks the second time SDG&E has used a minority-owned investment bank as co-lead in a bond offering.
SDG&E issues $350 million in bonds jointly led by minority-owned investment bank
San Diego Gas & Electric (SDG&E), a unit of Sempra Energy (NYSE: SRE),today closed a public offering of $350 million of 10-year first-mortgage bonds. This transaction marks the second time SDG&E has used a minority-owned investment bank as co-lead in a bond offering.
Dow Seesaws as End of Volatile Day Nears (Wall Street Journal)
U.S. stocks zigzagged in the final hour of trading Friday, as investors' initial applause at progress in the euro zone's debt crisis faded, underscoring a volatile session that saw major indexes whipsawed.
U.S. stocks zigzagged in the final hour of trading Friday, as investors' initial applause at progress in the euro zone's debt crisis faded, underscoring a volatile session that saw major indexes whipsawed.
Castleoak Securities Recognized As Top Minority Owned Investment Bank
CastleOak Securities, L.P., a leading New York-based minority owned investment firm, announced today that Black Enterprise has ranked the firm as being among the top minority owned businesses in the US, and among the top minority owned investment banks, in its June 2011 edition.
CastleOak Securities, L.P., a leading New York-based minority owned investment firm, announced today that Black Enterprise has ranked the firm as being among the top minority owned businesses in the US, and among the top minority owned investment banks, in its June 2011 edition.
CastleOak Securities Revs Up Hiring Engine
Like other minority-owned boutiques, this one sees opportunities to expand as major firms fall back.
Like other minority-owned boutiques, this one sees opportunities to expand as major firms fall back.
Castleoak Securities Continues Aggressive Growth And Hiring –Fixed Income Division Grows By 25% Year Over Year In U.S.–
CastleOak Securities, L.P., a leading New York‐based boutique investment firm, has increased its headcount by nearly 25% year‐over‐year driven primarily by its Fixed Income Division.
Castleoak Securities Continues Aggressive Growth And Hiring –Fixed Income Division Grows By 25% Year Over Year In U.S.–
CastleOak Securities, L.P., a leading New York‐based boutique investment firm, has increased its headcount by nearly 25% year‐over‐year driven primarily by its Fixed Income Division.
Cantor Commercial Real Estate Closes Its Debut New Issuance CMBS Offering
CastleOak Securities Launches Institutional Money Fund Portal
CastleOak Securities, L.P., a leading New York-based boutique investment firm, today announced the recent launch of Money Fund Access, a leading edge institutional money fund portal which leverages State Street’s FundConnectSM platform.
CastleOak Securities, L.P., a leading New York-based boutique investment firm, today announced the recent launch of Money Fund Access, a leading edge institutional money fund portal which leverages State Street’s FundConnectSM platform.
CastleOak Securities Hires Municipal Finance And Sales And Trading Team
CastleOak Securities, L.P., a leading New York‐based boutique investment firm, today announced the hiring of a team of six municipal finance and institutional sales and trading specialists.
CastleOak Securities Hires Municipal Finance And Sales And Trading Team
CastleOak Securities, L.P., a leading New York‐based boutique investment firm, today announced the hiring of a team of six municipal finance and institutional sales and trading specialists.
CastleOak Securities Appoints Donna Sims Wilson To Its Management Team As Executive Vice President
CastleOak Securities, L.P., a leading New York‐based boutique investment bank, today announced that Donna Sims Wilson has joined the firm as Executive Vice President.
CastleOak Securities Appoints Donna Sims Wilson To Its Management Team As Executive Vice President
CastleOak Securities, L.P., a leading New York‐based boutique investment bank, today announced that Donna Sims Wilson has joined the firm as Executive Vice President.
David R. Jones, CEO of CastleOak Securities, Recipient of Boston University School of Management 2010 Distinguished Alumni Award
Each year, Boston University School of Management honors alumni who have made significant contributions to their profession, their community, and the School. This year, the School has named CastleOak Securities CEO David R. Jones (BSBA ’86) as a recipient of its 2010 Distinguished Alumni Award.
David R. Jones, CEO of CastleOak Securities, Recipient of Boston University School of Management 2010 Distinguished Alumni Award
Each year, Boston University School of Management honors alumni who have made significant contributions to their profession, their community, and the School. This year, the School has named CastleOak Securities CEO David R. Jones (BSBA ’86) as a recipient of its 2010 Distinguished Alumni Award.
CastleOak Securities Announces Creation of Advisory Board
CastleOak Securities, a leading New York-based boutique investment bank, today announced the formation of an Advisory Board comprised of three senior business executives who will provide insight, guidance and perspective to CastleOak’s management team as it further builds upon its long-term strategy and continues to execute its plans for growth.
CastleOak Securities, a leading New York-based boutique investment bank, today announced the formation of an Advisory Board comprised of three senior business executives who will provide insight, guidance and perspective to CastleOak’s management team as it further builds upon its long-term strategy and continues to execute its plans for growth.
Castleoak Securities Continues Strategic Growth: Adds Treasury, Agency & Money Markets Team And Establishes West Coast Presence
CastleOak Securities, L.P., a leading boutique investment bank, announced today its continued expansion with the addition of an Agency, Treasury and Money Markets team.
Castleoak Securities Continues Strategic Growth: Adds Treasury, Agency & Money Markets Team And Establishes West Coast Presence
CastleOak Securities, L.P., a leading boutique investment bank, announced today its continued expansion with the addition of an Agency, Treasury and Money Markets team.
Castleoak Securities Added To Russell’s Commission Recapture Network
CastleOak Securities, L.P. announced that it has been added to Russell Investments’ global broker network for equities and fixed income products.
CastleOak Securities, L.P. announced that it has been added to Russell Investments’ global broker network for equities and fixed income products.
Trading Up-On Someone Else’s Software and Servers (Securities Industry News)
Marlon Weems is a managing director for equity sales and trading at CastleOak Securities, a 40-person, New York-based, boutique investment bank. He firmly believes his firm is saving money, serving clients better and becoming far more efficient-by not investing in technology to be maintained on-site.
Trading Up-On Someone Else’s Software and Servers (Securities Industry News)
Marlon Weems is a managing director for equity sales and trading at CastleOak Securities, a 40-person, New York-based, boutique investment bank. He firmly believes his firm is saving money, serving clients better and becoming far more efficient-by not investing in technology to be maintained on-site.
Human Capital Gains: Castleoak Chief Executive Officer David Jones Featured in the Journal of EDM Finance
EDM investment banking firms are among those taking advantage of the current jobs market to strengthen their management teams. These smaller, established firms can be attractive alternatives for unemployed financial service professionals who are looking for a change but want to maintain their ties toWall Street.
Human Capital Gains: Castleoak Chief Executive Officer David Jones Featured in the Journal of EDM Finance
EDM investment banking firms are among those taking advantage of the current jobs market to strengthen their management teams. These smaller, established firms can be attractive alternatives for unemployed financial service professionals who are looking for a change but want to maintain their ties toWall Street.
CastleOak Securities upgrades its trading technology to Fidessa
Fidessa group plc (LSE:FDSA), provider of award-winning trading solutions for the buy-side and sell-side, today announced that CastleOak Securities, the New York based boutique investment bank, has successfully gone live with its hosted trading platform in the US.
Fidessa group plc (LSE:FDSA), provider of award-winning trading solutions for the buy-side and sell-side, today announced that CastleOak Securities, the New York based boutique investment bank, has successfully gone live with its hosted trading platform in the US.
CastleOak Securities Announces The Addition Of Two Investment Banking Professionals
CastleOak Securities Announces The Addition Of Two Investment Banking Professionals
Treasury Department Announces Additional Initial Closing of Legacy Securities Public-Private Investment Fund
The U.S. Department of the Treasury today announced that on October 30, 2009 Angelo, Gordon & Co., L.P. and GE Capital Real Estate completed an initial closing of a Public-Private Investment Fund (PPIF) established under the Legacy Securities Public-Private Investment Program (PPIP).
Treasury Department Announces Additional Initial Closing of Legacy Securities Public-Private Investment Fund
The U.S. Department of the Treasury today announced that on October 30, 2009 Angelo, Gordon & Co., L.P. and GE Capital Real Estate completed an initial closing of a Public-Private Investment Fund (PPIF) established under the Legacy Securities Public-Private Investment Program (PPIP).
New York Fed Names Four Non-Primary Dealer Broker Dealers as TALF Agents
The Federal Reserve Bank of New York today named four non‐primary dealer broker‐dealers as agents for the Term Asset‐Backed Securities Loan Facility (TALF).
New York Fed Names Four Non-Primary Dealer Broker Dealers as TALF Agents
The Federal Reserve Bank of New York today named four non‐primary dealer broker‐dealers as agents for the Term Asset‐Backed Securities Loan Facility (TALF).
GE Capital Real Estate and Angelo, Gordon & Co. Pre-Qualified As Legacy Securities Fund Manager For The U.S. Department Of The Treasury’s PPIP Program
The U.S. Department of the Treasury today announced that on October 30, 2009 Angelo, Gordon & Co., L.P. and GE Capital Real Estate completed an initial closing of a Public-Private Investment Fund (PPIF) established under the Legacy Securities Public-Private Investment Program (PPIP).
GE Capital Real Estate and Angelo, Gordon & Co. Pre-Qualified As Legacy Securities Fund Manager For The U.S. Department Of The Treasury’s PPIP Program
The U.S. Department of the Treasury today announced that on October 30, 2009 Angelo, Gordon & Co., L.P. and GE Capital Real Estate completed an initial closing of a Public-Private Investment Fund (PPIF) established under the Legacy Securities Public-Private Investment Program (PPIP).
New black-owned investment bank nets $90 billion in managed issues
CastleOak Securities Inks First Deal
The $300 million floating-rate bond issued by GE at the end of July didn’t garner many headlines—but it should have. Co-manager on the deal, CastleOak Securities, is one of the Street’s newest investment banks, only recently approved for underwriting by NASD, so landing the business from a top issuer likeGE was no small feat.
The $300 million floating-rate bond issued by GE at the end of July didn’t garner many headlines—but it should have. Co-manager on the deal, CastleOak Securities, is one of the Street’s newest investment banks, only recently approved for underwriting by NASD, so landing the business from a top issuer likeGE was no small feat.
Jan 28 (Reuters) - Citigroup Inc has hired four Black-owned firms to distribute a $2.5 billion bond issuance to investors, as part of its work to promote racial equity in the capital markets and broader financial services industry, the bank said on Thursday.
Read MoreJoins Us for the CastleOak Q2 2024 Money Fund Solutions Webinar
Please join us for the:
CastleOak Q2‘24 Money Fund Outlook Webinar
June 11, 2024
2:30 PM – 3:00 PM Eastern
The CastleOak Securities Money Fund Solutions team cordially invites you to join our Second Quarter 2024 Webinar to be held June 11 at 2:30 PM Eastern Time.
The webinar will feature commentary from guest speaker Ellen Zentner, Chief US Economist at Morgan Stanley. Agenda items include the US macroeconomic outlook, FOMC policy considerations, and rate market implications.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak Q2 2024 Money Fund Solutions Webinar
Please join us for the:
CastleOak Q2‘24 Money Fund Outlook Webinar
June 11, 2024
2:30 PM – 3:00 PM Eastern
The CastleOak Securities Money Fund Solutions team cordially invites you to join our Second Quarter 2024 Webinar to be held June 11 at 2:30 PM Eastern Time.
The webinar will feature commentary from guest speaker Ellen Zentner, Chief US Economist at Morgan Stanley. Agenda items include the US macroeconomic outlook, FOMC policy considerations, and rate market implications.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak Q1 2024 Money Fund Outlook Webinar Copy
Please join us for the:
CastleOak Q1‘24 Money Fund Outlook Webinar
Tuesday, January 30, 2024
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our First Quarter 2024 Money Fund Outlook Webinar to be held on January 30th at 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley Investment Management. Agenda items include the FOMC policy outlook, front-end investment themes, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak Q1 2024 Money Fund Outlook Webinar Copy
Please join us for the:
CastleOak Q1‘24 Money Fund Outlook Webinar
Tuesday, January 30, 2024
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our First Quarter 2024 Money Fund Outlook Webinar to be held on January 30th at 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley Investment Management. Agenda items include the FOMC policy outlook, front-end investment themes, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak Q3 2023 Money Fund Outlook Webinar
Please join us for the:
CastleOak Q3‘23 Money Fund Outlook Webinar
Tuesday, September 26, 2023
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our Third Quarter 2023 Money Fund Outlook Webinar to be held on Tuesday, September 26th at 2:00 PM Eastern Time.
The webinar will feature commentary from product specialists at CastleOak Securities along with Michael Cha, Senior Portfolio Manager at Morgan Stanley. Agenda items include Money Fund Reform and implications for investors, the FOMC policy outlook, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak Q3 2023 Money Fund Outlook Webinar
Please join us for the:
CastleOak Q3‘23 Money Fund Outlook Webinar
Tuesday, September 26, 2023
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our Third Quarter 2023 Money Fund Outlook Webinar to be held on Tuesday, September 26th at 2:00 PM Eastern Time.
The webinar will feature commentary from product specialists at CastleOak Securities along with Michael Cha, Senior Portfolio Manager at Morgan Stanley. Agenda items include Money Fund Reform and implications for investors, the FOMC policy outlook, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
CastleOak Partners With Charter Communications for Webinar
On May 25, CastleOak Securities partnered with NeuGroup, providing commentary to Corporate Treasurers with the NeuGroup to examine how corporations can go from standard passive grant-based initiatives that deplete capital to sponsoring community support options that are more fiscally responsive and that preserve capital.
The discussion focused on CastleOak’s role as financial advisor to Charter Communications on the company’s Spectrum Community Investment Loan Fund. CastleOak helped the company negotiate, structure, and close new loan facilities that are driving the growth of small businesses, while preserving Charter’s principal investment.
CastleOak Partners With Charter Communications for Webinar
On May 25, CastleOak Securities partnered with NeuGroup, providing commentary to Corporate Treasurers with the NeuGroup to examine how corporations can go from standard passive grant-based initiatives that deplete capital to sponsoring community support options that are more fiscally responsive and that preserve capital.
The discussion focused on CastleOak’s role as financial advisor to Charter Communications on the company’s Spectrum Community Investment Loan Fund. CastleOak helped the company negotiate, structure, and close new loan facilities that are driving the growth of small businesses, while preserving Charter’s principal investment.
Watch the 2023 PGA WORKS Collegiate Championship
Watch the 2023 PGA WORKS Collegiate Championship live!
Watch the 2023 PGA WORKS Collegiate Championship
Watch the 2023 PGA WORKS Collegiate Championship live!
Joins Us for the CastleOak Q2 2023 Money Fund Outlook Webinar
CastleOak Securities invites you to join our Second Quarter 2023 Money Fund Outlook Webinar to be held on Thursday, May 4that 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley Investment Management. Agenda items include bank sector volatility and cash investing implications, FOMC policy outlook, debt ceiling considerations, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak Q2 2023 Money Fund Outlook Webinar
CastleOak Securities invites you to join our Second Quarter 2023 Money Fund Outlook Webinar to be held on Thursday, May 4that 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley Investment Management. Agenda items include bank sector volatility and cash investing implications, FOMC policy outlook, debt ceiling considerations, and broader Institutional Money Fund and D&I trends.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Joins Us for the CastleOak 2023 Money Fund Outlook Webinar
Please join us for the:
CastleOak 2023 Money Fund Outlook Webinar
Thursday, February 2, 2023
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our 2023 Money Fund Outlook Webinar to be held this Thursday, February 2nd at 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley. Agenda items include discussion on the 2023 U.S. economic outlook, FOMC policy and benchmark rate considerations, Institutional Money Fund trends, and SEC Money Fund Reform insights.
Please contact your CastleOak representative for more information.
Joins Us for the CastleOak 2023 Money Fund Outlook Webinar
Please join us for the:
CastleOak 2023 Money Fund Outlook Webinar
Thursday, February 2, 2023
2:00 PM – 2:30PM Eastern
CastleOak Securities invites you to join our 2023 Money Fund Outlook Webinar to be held this Thursday, February 2nd at 2:00 PM Eastern Time.
The webinar will feature commentary from senior product specialists at CastleOak Securities and our Share Class partner Morgan Stanley. Agenda items include discussion on the 2023 U.S. economic outlook, FOMC policy and benchmark rate considerations, Institutional Money Fund trends, and SEC Money Fund Reform insights.
Please contact your CastleOak representative for more information.
PGA Reach Youth Day introduced students to the world of golf
CastleOak Securities was the lead sponsor for Youth Day, a day dedicated to introducing local children (ages 8-13) to the game of golf. We had a great turnout of students, along with approximately 40 minority PGA accredited ambassadors to help them run drills, practice their swing, and learn new tips. The following day, tournament participants and local college age students were treated to a day dedicated towards showing them how they can pursue a career in golf and how golf can impact their career in any industry.
PGA Reach Youth Day introduced students to the world of golf
CastleOak Securities was the lead sponsor for Youth Day, a day dedicated to introducing local children (ages 8-13) to the game of golf. We had a great turnout of students, along with approximately 40 minority PGA accredited ambassadors to help them run drills, practice their swing, and learn new tips. The following day, tournament participants and local college age students were treated to a day dedicated towards showing them how they can pursue a career in golf and how golf can impact their career in any industry.
View from the Castle: Morgan Stanley Investment Management
Please join us for a talk with Morgan Stanley Investment Management's Brian Buck about how current world and economic events are impacting liquidity, macro trends, and short end investment products. Contact us for details on how to register!
View from the Castle: Morgan Stanley Investment Management
Please join us for a talk with Morgan Stanley Investment Management's Brian Buck about how current world and economic events are impacting liquidity, macro trends, and short end investment products. Contact us for details on how to register!
View from the Castle: FarmerMac
We are kicking off 2022 with our first View from the Castle for the year. Please join us and representatives from FarmerMac! Contact your CastleOak representative for a link to join the virtual session.
View from the Castle: FarmerMac
We are kicking off 2022 with our first View from the Castle for the year. Please join us and representatives from FarmerMac! Contact your CastleOak representative for a link to join the virtual session.
View from the Castle: FHLB System
We cordially invite you to attend CastleOak’s Virtual Investor Event featuring The Federal Home Loan Bank System. Please contact us if you would like to join!
View from the Castle: FHLB System
We cordially invite you to attend CastleOak’s Virtual Investor Event featuring The Federal Home Loan Bank System. Please contact us if you would like to join!
The Bold Moves Institutional Firms Are Making to Sustain Profitability
CastleOak leadership was featured in a breakout session at this year’s BNY Mellon/Pershing INSITE conference titled “The Bold Moves Institutional Firms Are Making to Sustain Profitability”, which is available for viewing via the link below.
The Bold Moves Institutional Firms Are Making to Sustain Profitability
CastleOak leadership was featured in a breakout session at this year’s BNY Mellon/Pershing INSITE conference titled “The Bold Moves Institutional Firms Are Making to Sustain Profitability”, which is available for viewing via the link below.
Views from the Castle Speaker Series featuring Eli Lilly
CastleOak cordially invites you to join us for a Virtual Fixed Income Investor Forum presented by Eli Lilly
Views from the Castle Speaker Series featuring Eli Lilly
CastleOak cordially invites you to join us for a Virtual Fixed Income Investor Forum presented by Eli Lilly
Views from the Castle Speaker Series
View from the Castle Featuring the African Development Bank
Views from the Castle Speaker Series
View from the Castle Featuring the African Development Bank
Views from the Castle Speaker Series
The Case for Liquid Alternative ETFs, a discussion with Sal Bruno, Chief Investment Officer at IndexIQ
Views from the Castle Speaker Series
The Case for Liquid Alternative ETFs, a discussion with Sal Bruno, Chief Investment Officer at IndexIQ
Views from the Castle Speaker Series
Views from the Castle Speaker Series Featuring the Head of Emerging Manager Program at Teachers Retirement System (TRS) of Texas
Views from the Castle Speaker Series
Views from the Castle Speaker Series Featuring the Head of Emerging Manager Program at Teachers Retirement System (TRS) of Texas
Views from the Castle Speaker Series
Views from the Castle Speaker Series Featuring the Illinois State Treasurer
Views from the Castle Speaker Series
Views from the Castle Speaker Series Featuring the Illinois State Treasurer
Issuer and Investor Events at the GIOA Annual Conference - February 2020
2017 PGA Minority Collegiate Golf Championship presented by CastleOak Securities
The PGA Minority Collegiate Championship presented by CastleOak Securities is a 54-hole, stroke-play Championship consisting of four team divisions: NCAA Men’s Division I, Men’s Division II, Men’s NAIA and an overall Women’s division.
2017 PGA Minority Collegiate Golf Championship presented by CastleOak Securities
The PGA Minority Collegiate Championship presented by CastleOak Securities is a 54-hole, stroke-play Championship consisting of four team divisions: NCAA Men’s Division I, Men’s Division II, Men’s NAIA and an overall Women’s division.
2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
Watch the 2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
Watch the 2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
Jan 28 (Reuters) - Citigroup Inc has hired four Black-owned firms to distribute a $2.5 billion bond issuance to investors, as part of its work to promote racial equity in the capital markets and broader financial services industry, the bank said on Thursday.
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CastleOak has an MBE certification from the National Minority Supplier Development Council (NMSDC)
https://nmsdc.org/
