Where
Marriott Denver South at Park Meadows10345 Park Meadows Drive
Lone Tree, CO 80124
Driving Directions
Monthly Chapter Program
Friday May 9th
Marriott Denver South (Lone Tree)
Member orientation 11:00am - 11:30am.
Networking and Registration 11:30am - 12 noon
James Barrineau -
Emerging Market Investing in a Declining Liquidity Environment
Courtney Pullen -
Intentional Wealth: How Families Build Legacies of Stewardship and
Financial Health
Presenting sponsors 
and 
Join us for our regular monthly chapter meeting. This month features Jim Barrineau and Courtney Pullen.
Jim Barrineau - Emerging Market Investing in a Declining Liquidity Environment
With the Federal Reserve Bank tapering of bond purchases and the Bank of China’s additional restrictions on lending, this is a challenging time to invest in fixed income. Emerging market debt, in particular, has been affected by the declining global liquidity environment. At the same time, it is clear that a large swath of emerging market economies are in better fiscal position than their developed counterparts, emerging market assets are much cheaper than many comparable developed market asset classes, and further that emerging market debt has historically been an important addition to any fixed income portfolio.
Schroders’ Co-head of Emerging Market Debt Relative, Jim Barrineau, will discuss recent trends in emerging markets and their implications on the emerging market debt class.
Courtney Pullen - Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health
Most advisors and affluent families are aware of the adage that wealth created in the first generation is lost by the end of the third generation, (shirtsleeves to shirtsleeves). This troubling reality engages us with the question; how do families overcome these odds and go on to successfully transfer wealth and values from one generation to the next? Taken from his extensive interviews of G-3 to G-7 families and his experience as a family wealth counselor, Courtney will discuss the findings of their hard-earned wisdom. He will also discuss the application of the principles to upper middle-income families.
Lunch will be served at this meeting. Registration and networking from 11.30 am - 12 noon.
Member orientation will commence at 11:00 am. This is ideal for new members, guests, sponsors and returning members after a long absence.
About our speakers:
James Barrineau - Schroders
James Barrineau joined Schroders in April 2012 as Co-Head of Emerging Market Debt Relative. Prior to joining Schroders, Mr. Barrineau worked as a Senior Portfolio Manager-Sovereign from 2010 to 2012 at ICE Canyon, an alternative investment firm specializing in emerging market debt. Mr. Barrineau worked as an emerging market debt and currency strategist for AllianceBernstein from 1998 to 2010. For the period of April 2007 through April 2010, Mr. Barrineau, as senior vice president, directed strategy for Latin American assets in the Alliance Bernstein Emerging Market Debt Fund (Bloomberg: ALLEMDA),their flagship strategy in this asset class. From 1996 to 1998, Mr. Barrineau was the Latin American equity strategist at Salomon Smith Barney, and from 1994 to 1996 he was the emerging market debt strategist at the same firm. From 1988 to 1994, he was a senioreconomist for the US government. He also served as a US naval officer.
Courtney Pullen - Pullen Consulting Group
Courtney Pullen M.A., LPC, PCC is the President of the Pullen Consulting Group. He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication training and team building. He has extensive experience in small and large group facilitation covering the continuum from corporations to family meetings.
Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983. He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver. He was a full-time practicing psychotherapist for ten years and maintained a part-time practice for six years during his transition to a coaching/consulting model.
Pullen has frequently lectured, conducted numerous workshops and been published in the areas of individual and organization change, behavioral finance and family wealth dynamics. He is a contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is on the board of advisors of the Sudden Money Institute. He is a graduate of the Newfield coaching program and is a Professional Certified Coach.
Courtney also coaches executives and managers within businesses of varying sizes helping them implement new skills to maximize their business impact, define both leadership and growth strategies, deepen learning and generate action. The coaching process help to increase profitability and ultimately leads to maintaining balance between purpose, intent and the mission of the company or the family enterprise. He has worked with clients such as Humana, PricewaterhouseCoopers, JFM Foundation, Ball Aerospace, The Denver Art Museum, Hunter Douglas, The Financial Planning Association and BKD Wealth Advisors.
He has spoken at regional and national conferences of the Financial Planning Association FPA), National Association of Personal Financial Advisors (NAPFA) and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences.