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. 

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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.

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.

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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 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!

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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.

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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.

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