Phoenix & Southwest

Arete Wealth has teamed with Pontera, a fintech platform that enables financial advisors to securely manage and optimize 401(k), 403(b), and other employer-sponsored retirement accounts alongside clients’ broader investment portfolios.  Through Pontera’s client-authorized technology, Arete advisors can now monitor, analyze, and rebalance held-away accounts within a secure, auditable environment—streamlining oversight while maintaining full compliance with industry standards.  “For too long, advisors ...

Campbell Global, a J.P. Morgan Asset Management–owned timberland and natural resources manager, has acquired Emerald Ridge, a 28,200-acre forest property located across Oregon’s North Coast and Willamette Valley. Financial terms were not disclosed.  The purchase follows the recent close of Forest & Climate Solutions Fund II at $1.5 billion—the largest timberland fundraise on record—bringing total capital raised to $2.3 billion including separate accounts. The fund now ...

Blue Owl Capital Corporation (OBDC) and Blue Owl Capital Corporation II have agreed to merge in a deal that will create a $18.9 billion business development company, reinforcing OBDC’s position as the second largest publicly traded BDC. The all-stock transaction aims to streamline Blue Owl’s BDC platform and enhance scale, liquidity, and operational efficiency. The merger is ...