26 May 2021 10.15am – 11am + Add to calendar FutureGen event Webinar

AREF FutureGen Network*
Educational Series 2021 'Real Estate: The Investor's Perspective'
Event 1:  Agreeing an Investment Management Agreement

Wednesday 26th May 2021

Sponsored by Carey Olsen, we are delighted to invite you to the first, in our three part 2021 educational series bought to you by the AREF FutureGen committee. This year's series, 'Real Estate: The Investor's Perspective' follows on from our previous two years of successful instalment.

The FutureGen network is targeted at young professionals in the first ten years of their careers in Real Estate and our objective is to provide an engaging educational and networking platform for the future leaders of our industry.  In this virtual series, we aim to provide a comprehensive overview of the role of the investment manager in an indirect real estate portfolio, from the beginning to the end of the process - including pitching to clients and agreeing a mandate, constructing a diversified portfolio and managing that portfolio once established. We are joined by a great selection of speakers and we do hope you are able to join us.

*Future generation = staff in the first 10 years of their career / not in a senior management position


  • Welcome: Tom Goodwin, Real Estate Investment Research Specialist - Alternatives at Mercers and member of the FutureGen Committee.
  • Moderator: Matthew Brehaut, Senior Associate at Carey Olsen
  • Speaker: Sam Faulkner, Portfolio Manager at CBRE Global Investors
  • Speaker: Frances Heeney, Senior Associate, Business Development at CBRE GI

Matthew Brehaut

Senior Associate, Carey Olsen

Matt is a senior associate in the corporate team in Carey Olsen’s London office.

He advises on corporate and investment funds matters, with particular experience in the structuring and launch of investment funds.

Matt provides funds, fund service providers and fund promoters with advice on all aspects of the establishment, regulation and operation of investment funds.

Sam Faulkner

Global Portfolio Manager, CBRE Global Investors

Sam Faulkner is a Global Portfolio Manager within the Global Indirect Real Estate Strategies team. Based in London, Sam is responsible for portfolio construction, performance, strategy and reporting on behalf of global separate account portfolios, as well as collaboration with Regional Investments Teams to source and manage real estate transactions.

Sam joined CBRE Global Investors in 2017 in the Investor Services team, where he was the product specialist responsible for global separate account clients. Prior to this, Sam worked in Auckland, New Zealand for the global multi-asset and investment consultancy firm Russell Investments. At Russell, Sam was involved in fund manager research and also provided strategic and tactical asset allocation advice to some of the largest institutional investment funds in New Zealand.

Sam has a Bachelors degree in both Law (LLB) and Science (BSc, Applied Mathematics) from the University of Auckland. He is part-qualified as an Actuary, a registered Barrister and Solicitor of the High Court of New Zealand and a CFA® charterholder. Sam is a Certified Person under the FCA’s Senior Managers & Certification Regime (SMCR).

Tom Goodwin

Real Estate Investment Research Specialist - Alternatives , Mercers

Tom is a Real Estate Investment Research Specialist at Mercer, joining the firm in 2014, and moving internally to Real Estate Manager Research in 2016. He primarily focusses on researching commercial and residential real estate strategies across equity and debt in the UK, as well as assisting with managing fund of fund products in Mercer’s delegated solutions business.

Tom graduated in 2011 from Royal Holloway University of London with a BSc in Economics, has obtained the Investment Management Certificate (IMC), and is a CFA charterholder.

Frances Heeney

Business Development, Investor Solutions, CBRE Global Investors

Frances Heeney joined CBRE Global Investors in 2018 as part of the global Business Development team, a component on the Investor Solutions group. In her role, Frances works cross-functionally with the senior leaders to develop a strategic growth frameworks, assess business gaps, propose mitigation strategies, and execute high priority activities across all real assets. Through utilising a project management and analytical approach, Frances is focused on providing strategic and thoughtful solutions to our clients.

Prior to joining CBRE Global Investors, Frances worked at two international commercial real estate firms, a boutique urban planning and communications firm, as well as a global design and innovation-focused architecture firm, bringing European, Canadian and American commercial property markets experience.

Frances holds a Honours Bachelor of Arts, with a specialization in Geography and Urban Studies, from the University of Toronto, and attended the National University of Singapore, where she studied Urban Planning and the Geographies of South East Asia. 

Wednesday 26th May 2021

10:15 - 11:15am

Call details will be sent to attendees ahead of the call

You can interact, ask questions and start discussions about this event through our LinkedIn FutureGen Members page (click here to join) or via Twitter using the hashtag #AREFFutureGen2021

This webinar is FREE and open to all FutureGen staff from AREF Fund, Affiliate, Associate and Investor member firms (view our list of members here). 
Open to trial/non-members for a fee of £25+VAT



The AREF Educational Series 2021 is proudly sponsored by Carey Olsen.