Background, Experience and Collaborative Relationships. Mr. Barri is a graduate of Portsmouth (NH) High School, Dartmouth College and Harvard Law School. After law school he began practicing law at, and became a Senior Partner of, Hale and Dorr in Boston--now WilmerHale. After orchestrating the acquisition of the venerable "1940 Act" practice group of Gaston Snow, Mr. Barri served as Vice Chair of the resulting Investment Companies and Advisers Practice Group at Hale and Dorr. He composed, brought to Warsaw and filed Registration Statement No. 1--for Pioneer First Polish Trust Fund--with the Polish Securities Commission on its first day of operation in 1992. Mr. Barri also founded the Boston Bar Association Subcommittee on Investment Companies and Advisers.
In addition to investment companies and advisers, Mr. Barri has extensive experience and expertise in corporate law, securities public offerings, mergers and acquisitions of public and private companies, including investment company management businesses, and corporate and business trust governance and ethics. Prior to his current focus on providing Independent Counsel to Independent Fund Trustees and Directors, Mr. Barri represented a number of mutual fund advisers, including Fidelity Investments, and served for more than 20 years on the Management Committee of The Pioneer Group, Inc., then a public company that owned the adviser and principal underwriter of the Pioneer Family of Funds. He understands fund complexes that are retail, institutional, traditional and master-feeder; and that invest in domestic and international equities, debt and cash instruments and utilize derivative and alternative investment techniques and strategies. The breath of Mr. Barri's experience allows him to understand the perspectives of all of the interests represented around the board table.
In his representations of Independent Fund Trustees and Directors, Mr. Barri often collaborates with a Boston-based law firm--with offices in the United States and Europe--that also specializes in representing Independent Fund Trustees and Directors. For other services like consulting Mr. Barri may provide the service himself or collaborate with a law or consulting firm with appropriate experience. Mr. Barri has experience with partners of many of the most respected U. S.-based law firms specializing in supporting fund practices, including ERISA and Fund Litigation. He has also worked with a variety of Industry consulting firms and with executives at many of the largest fund consulting firms.
Joseph P. BarrI, Esq.
Joseph P. Barri, LLC
259 Robbins Street
Milton, MA 02186
Fax: 857) 345-9858
Mr. Barri enters only into relationships consistent with being "independent counsel" in accordance with SEC policies. In addition, he maintains an unblemished 45-year record of compliance with all ethical rules applicable to lawyers in Massachusetts and wherever his practice has taken him.
Mr. Barri is also available for consulting, reviewing and investigating or overseeing those services. His 45 years of experience with a variety of funds and fund complexes inform his judgment and expertise regarding fund service providers, related-party arrangements, compliance issues and best practices, among many other matters.