CastleOak has an MBE certification from the National Minority Supplier Development Council (NMSDC)
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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
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!
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CastleOak is proud to count some of the world’s most recognized brands and industry leaders amongst its client base.
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