Please join us for the:

CastleOak Q1‘24 Money Fund Outlook Webinar

Tuesday, January 30, 2024

2:00 PM – 2:30PM Eastern

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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

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Please join us for the:

CastleOak Q3‘23 Money Fund Outlook Webinar

Tuesday, September 26, 2023

2:00 PM – 2:30PM Eastern

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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

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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.   

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.

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.

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 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 Securities invites you to join our Second Quarter 2023 Money Fund Outlook Webinar to be held on Thursday, May 4^that 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

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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: