CastleOak has an MBE certification from the National Minority Supplier Development Council (NMSDC)
https://nmsdc.org/
CastleOak Helps Bring IDA’s New Discount Note Program to Market
CastleOak Securities is proud to support the launch of the International Development Association (IDA)’s new U.S. Discount Notes Program through The World Bank Group Treasury (IBRD, IDA, and IFC). As one of only nine selected dealers and a primary dealer for the program, CastleOak played a leading role in the inaugural issuances, placing the first two notes under the program, including a $100 million inaugural investment from the State of Illinois and a second placement with another U.S. state investor.
The new program expands IDA’s access to the deep and liquid U.S. money markets while broadening participation among U.S. institutional investors. CastleOak’s involvement reflects our continued commitment to connecting leading global issuers with investors and delivering innovative capital markets solutions. We are honored to support IDA’s mission of promoting economic opportunity and sustainable development around the world and look forward to helping grow investor participation in this important funding platform.
CastleOak Helps Bring IDA’s New Discount Note Program to Market
CastleOak Securities is proud to support the launch of the International Development Association (IDA)’s new U.S. Discount Notes Program through The World Bank Group Treasury (IBRD, IDA, and IFC). As one of only nine selected dealers and a primary dealer for the program, CastleOak played a leading role in the inaugural issuances, placing the first two notes under the program, including a $100 million inaugural investment from the State of Illinois and a second placement with another U.S. state investor.
The new program expands IDA’s access to the deep and liquid U.S. money markets while broadening participation among U.S. institutional investors. CastleOak’s involvement reflects our continued commitment to connecting leading global issuers with investors and delivering innovative capital markets solutions. We are honored to support IDA’s mission of promoting economic opportunity and sustainable development around the world and look forward to helping grow investor participation in this important funding platform.
Bloomberg Article Reports on use of Private Rooms for Equity Sales & Trading
Bloomberg reports on the creation of “private rooms,” a development in equity sales and trading that further fragments liquidity and creates trading opportunities for parties with shared goals. Our own Carlos Cabana, Head of Equity Sales & Trading, shares his thoughts on how this trend impacts institutional traders:
Bloomberg Article Reports on use of Private Rooms for Equity Sales & Trading
Bloomberg reports on the creation of “private rooms,” a development in equity sales and trading that further fragments liquidity and creates trading opportunities for parties with shared goals. Our own Carlos Cabana, Head of Equity Sales & Trading, shares his thoughts on how this trend impacts institutional traders:
Join us for the next CastleOak Money Fund Solutions Webinar
Please join us for the next CastleOak Money Fund Solutions Webinar
Tuesday, March 25, 2025
2:00 PM – 2:30 PM Eastern
CastleOak Securities invites you to join our Money Fund Solutions Webinar on March 25th 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, discussion of market trends post 2024 Money Market Reform, and D&I investment themes.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
Join us for the next CastleOak Money Fund Solutions Webinar
Please join us for the next CastleOak Money Fund Solutions Webinar
Tuesday, March 25, 2025
2:00 PM – 2:30 PM Eastern
CastleOak Securities invites you to join our Money Fund Solutions Webinar on March 25th 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, discussion of market trends post 2024 Money Market Reform, and D&I investment themes.
Please contact your CastleOak representative for more details and to register.
For Institutional Use Only
CastleOak Securities, L.P. Expands Into Private Capital Advisory
We are pleased to announce CastleOak’s expansion into private capital advisory (PCA). Led by Steven Andrews, the group will act as a comprehensive fund advisory partner to financial sponsors and alternative asset investors. PCA will work closely with our established M&A practice, complementing our robust client service solutions.
CastleOak Securities, L.P. Expands Into Private Capital Advisory
We are pleased to announce CastleOak’s expansion into private capital advisory (PCA). Led by Steven Andrews, the group will act as a comprehensive fund advisory partner to financial sponsors and alternative asset investors. PCA will work closely with our established M&A practice, complementing our robust client service solutions.
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
FRN due 2032
4.347% Notes due 2032
4.898% Notes due 2037
4.450% Notes due 2031
4.200% Notes due 2031
5.625% Notes due 2056
4.650% Notes due 2033
6.625% PerpNC5 Notes
4.700% Notes due 2036
5.600% Notes due 2066
FRN due 2028
3.875% Notes due 2028
4.100% Notes due 2030
4.375% Notes due 2032
4.700% Notes due 2035
5.350% Notes due 2045
5.450% Notes due 2055
5.700% Notes due 2075
2.375% Euro Notes due 2028
2.875% Euro Notes due 2031
3.125% Euro Notes due 2034
3.500% Euro Notes due 2038
4.000% Euro Notes due 2044
4.375% Euro Notes due 2064
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3.250% Euro Notes due 2035
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FRN due 2031
4.619% Notes due 2031
5.133% Notes due 2036
4.200% Notes due 2030
4.600% Notes due 2032
4.875% Notes due 2035
5.500% Notes due 2045
5.625% Notes due 2055
5.750% Notes due 2065
5.869% Notes due 2035
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4.300% Notes due 2030
5.500% Notes due 2032
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4.200% Notes due 2028
4.784% Notes due 2036
FRN due 2029
4.133% Notes due 2029
4.255% Notes due 2031
4.810% Notes due 2036
FRN due 2029
4.153% Notes due 2029
FRN due 2031
4.369% Notes due 2031
4.939% Notes due 2036
DEFT 2025-2 Class A-1
DEFT 2025-2 Class A-2
DEFT 2025-2 Class A-3
DEFT 2025-2 Class B
DEFT 2025-2 Class C
DEFT 2025-2 Class D
4.200% Notes due 2031
5.625% Notes due 2056
4.700% Notes due 2036
5.600% Notes due 2066
5.869% Notes due 2035
4.200% Notes due 2028
4.450% Notes due 2031
4.650% Notes due 2033
6.625% PerpNC5 Notes
FRN due 2031
4.619% Notes due 2031
5.133% Notes due 2036
5.500% Notes due 2032
4.784% Notes due 2036
FRN due 2029
4.133% Notes due 2029
4.255% Notes due 2031
4.810% Notes due 2036
FRN due 2029
4.153% Notes due 2029
FRN due 2031
4.369% Notes due 2031
4.939% Notes due 2036
CHASE 2011-11
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5.125% Notes due 2031
4.300% Notes due 2030
3.250% Euro Notes due 2035
FRN due 2028
3.875% Notes due 2028
4.100% Notes due 2030
4.375% Notes due 2032
4.700% Notes due 2035
5.350% Notes due 2045
5.450% Notes due 2055
5.700% Notes due 2075
2.375% Euro Notes due 2028
2.875% Euro Notes due 2031
3.125% Euro Notes due 2034
3.500% Euro Notes due 2038
4.000% Euro Notes due 2044
4.375% Euro Notes due 2064
4.200% Notes due 2030
4.600% Notes due 2032
4.875% Notes due 2035
5.500% Notes due 2045
5.625% Notes due 2055
5.750% Notes due 2065
DEFT 2025-2 Class A-1
DEFT 2025-2 Class A-2
DEFT 2025-2 Class A-3
DEFT 2025-2 Class B
DEFT 2025-2 Class C
DEFT 2025-2 Class D
CastleOak is proud to count some of the world’s most recognized brands and industry leaders amongst its client base.
For more information, contact our team.
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