AREF FutureGen Educational Series 2021 Event 1: Agreeing an Investment Management Agreement

Matt is a Partner 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 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 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 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.