CastleOak has an MBE certification from the National Minority Supplier Development Council (NMSDC)
https://nmsdc.org/
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!
4.650% Notes due 2030
5.250% Notes due 2035
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FRN due 2031
5.240% Notes due 2031
5.790% Notes due 2036
4.000% Notes due 2028
4.200% Notes due 2030
4.500% Notes due 2032
4.750% Notes due 2035
Zayo 2025-1
FRN due 2031
4.952% Notes due 2031
4.250% Notes due 2028
4.500%Notes due 2030
5.125%Notes due 2035
4.200% Notes due 2030
4.850% Notes due 2030
4.250% Notes due 2030
CHASE 2025-4
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FRN due 2029
4.731% Notes due 2029
5.016% Notes due 2031
5.667% Notes due 2036
FRN due 2028
4.937% Notes due 2028
5.218% Notes due 2031
6.150% Notes due 2030
5.250% Notes due 2035
FORDO 2025-A1
FORDO 2025-A2A
FORDO 2025-A2B
FORDO 2025-A3
FORDO 2025-A4
CHASE 2025-3
5.200% Notes due 2035
4.900% Notes due 2030
5.400% Notes due 2035
5.550% Notes due 2035
6.000% Notes due 2055
5.150% Notes due 2035
5.650% Notes due 2055
4.200% Notes due 2031
5.625% Notes due 2056
4.700% Notes due 2036
5.600% Notes due 2066
5.000% Notes due 2028
5.050% Notes due 2032
6.100% Notes due 2055
5.850% Notes due 2055
5.450% Notes due 2035
5.900% Notes due 2055
5.250% Notes due 2035
4.900% Notes due 2030
5.400% Notes due 2035
5.150% Notes due 2035
5.650% Notes due 2055
6.375% Notes due 2055
5.869% Notes due 2035
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4.200% Notes due 2028
FRN due 2027
4.500% Notes due 2027
4.800% Notes due 2030
4.450% Notes due 2031
4.650% Notes due 2033
6.625% PerpNC5 Notes
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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
3.560% Fixed Rate Sustainable Development Bond due 2028
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FRN due 2029
4.078% Notes due 2029
4.892% Notes due 2036
FRN due 2031
4.503% Notes due 2031
FRN due 2028
4.250% Notes due 2028
FRN due 2029
4.470% Notes due 2029
6.600% PerpNC5 Notes
7.000% PerpNC10 Notes
Private Credit Secondaries
5.019% Notes due 2029
6.000% Notes due 2036
SDART 2025-3
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4.300% Notes due 2030
4.650% Notes due 2030
5.250% Notes due 2035
4.850% Notes due 2030
5.000% Notes due 2030
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3.250% Euro Notes due 2035
FRN due 2027
3.850% Notes due 2027
4.150% Notes due 2030
4.550% Notes due 2032
4.950% Notes due 2035
5.700% Notes due 2055
4.400% Notes due 2031
5.000% Notes due 2036
4.100% Notes due 2029
4.300% Notes due 2030
4.650% Notes due 2032
5.000% Notes due 2035
4.250% Notes due 2028
4.500%Notes due 2030
5.125%Notes due 2035
4.200% Notes due 2030
5.550% Notes due 2035
6.000% Notes due 2055
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
8.875% Notes due 2030
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Follow-On
4.700% Notes due 2030
5.375% Notes due 2035
6.050% Notes due 2056
5.737% Notes due 2029
4.000% Notes due 2028
4.200% Notes due 2030
4.500% Notes due 2032
4.750% Notes due 2035
Zayo 2025-1
FRN due 2031
4.952% Notes due 2031
IPO
60,000,000 Shares
10.000% Notes due 2031
VZMT 2025-1
VZMT 2025-2
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