CastleOak has an MBE certification from the National Minority Supplier Development Council (NMSDC)
https://nmsdc.org/
How Diverse Entrepreneurs Add Value
Our President and CEO, David R. Jones, was interviewed as part of Barclays' Supplier Diversity Capability Showcase. He talks about the firm, giving back, and our fixed income electronic trading platform (DirectPool).
How Diverse Entrepreneurs Add Value
Our President and CEO, David R. Jones, was interviewed as part of Barclays' Supplier Diversity Capability Showcase. He talks about the firm, giving back, and our fixed income electronic trading platform (DirectPool).
The Bold Moves Institutional Firms Are Making to Sustain Profitability
CastleOak leadership was featured in a breakout session at this year’s BNY Mellon/Pershing INSITE conference titled “The Bold Moves Institutional Firms Are Making to Sustain Profitability”, which is available for viewing via the link below.
The Bold Moves Institutional Firms Are Making to Sustain Profitability
CastleOak leadership was featured in a breakout session at this year’s BNY Mellon/Pershing INSITE conference titled “The Bold Moves Institutional Firms Are Making to Sustain Profitability”, which is available for viewing via the link below.
Views from the Castle Speaker Series featuring Eli Lilly
CastleOak cordially invites you to join us for a Virtual Fixed Income Investor Forum presented by Eli Lilly
Views from the Castle Speaker Series featuring Eli Lilly
CastleOak cordially invites you to join us for a Virtual Fixed Income Investor Forum presented by Eli Lilly
Views from the Castle Speaker Series
View from the Castle Featuring the African Development Bank
Views from the Castle Speaker Series
View from the Castle Featuring the African Development Bank
Morgan Stanley Investment Management and CastleOak Securities, L.P. Debut New Share Class
NEW YORK - Morgan Stanley Investment Management and CastleOak Securities, L.P. are pleased to announce an expansion of their long-standing partnership by debuting two new co-branded share class offerings that provide clients an expanded menu of short-term cash investment services.
Morgan Stanley Investment Management and CastleOak Securities, L.P. Debut New Share Class
NEW YORK - Morgan Stanley Investment Management and CastleOak Securities, L.P. are pleased to announce an expansion of their long-standing partnership by debuting two new co-branded share class offerings that provide clients an expanded menu of short-term cash investment services.
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
CastleOak Securities Relocates Headquarters, Adds Senior Leaders, and Launches New Website
Views from the Castle Speaker Series
The Case for Liquid Alternative ETFs, a discussion with Sal Bruno, Chief Investment Officer at IndexIQ
Views from the Castle Speaker Series
The Case for Liquid Alternative ETFs, a discussion with Sal Bruno, Chief Investment Officer at IndexIQ
Minority, Women and Service-Disabled Veteran Owned Broker Dealers Help to Underwrite Deutsche Bank’s $USD 750 mln Bond
NEW YORK--(BUSINESS WIRE)--Deutsche Bank (XETRA: DBKGn.DB / NYSE: DB) today successfully closed its offering of 750 million US dollars of its senior non-preferred callable four-year (4nc3) Fixed-to-Floating rate bonds.
Minority, Women and Service-Disabled Veteran Owned Broker Dealers Help to Underwrite Deutsche Bank’s $USD 750 mln Bond
NEW YORK--(BUSINESS WIRE)--Deutsche Bank (XETRA: DBKGn.DB / NYSE: DB) today successfully closed its offering of 750 million US dollars of its senior non-preferred callable four-year (4nc3) Fixed-to-Floating rate bonds.
CastleOak Securities Added to Debt Dealer Group by the African Development Bank
First minority-owned investment bank to be included in the dealer group; mandated as co-lead manager on AfDB’s $2.5 billion 5-year benchmark issue.
CastleOak Securities Added to Debt Dealer Group by the African Development Bank
First minority-owned investment bank to be included in the dealer group; mandated as co-lead manager on AfDB’s $2.5 billion 5-year benchmark issue.
Minority Business Enterprises Underwrite the Majority of State Street 2031 Senior Subordinated Offering
State Street Corporation (NYSE:STT) today announced that it has issued $850 million senior subordinated bonds at a coupon of 2.20 percent.
Minority Business Enterprises Underwrite the Majority of State Street 2031 Senior Subordinated Offering
State Street Corporation (NYSE:STT) today announced that it has issued $850 million senior subordinated bonds at a coupon of 2.20 percent.
6.875% Perpetual Notes
CHASE 2025-8
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Follow-On
FRN due 2030
4.711% Notes due 2030
5.323% Notes due 2036
FRN due 2027
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WFCIT 2025-A1
FRN due 2028
4.441% Notes due 2028
5.316% Notes due 2036
SYNIT 2025-2
1.726% Notes due 2030
2.003% Notes due 2032
2.369% Notes due 2035
2.779% Notes due 2040
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7.050% Perpetual Notes
4.700% Notes due 2030
5.375% Notes due 2035
6.050% Notes due 2056
FRN due 2028
4.574% Notes due 2028
4.808% Notes due 2030
4.600% Notes due 2030
4.914% Notes due 2030
4.700% Notes due 2030
5.350% Notes due 2035
6.875% 40NC5 Pfd
5.450% Notes due 2035
5.900% Notes due 2055
FRN due 2027
4.500% Notes due 2027
4.800% Notes due 2030
5.737% Notes due 2029
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
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
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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