Investment Director, European Real Estate, Fidelity
Adrian is the Chair of the AREF Corporate Governance Committee.
Adrian is Investment Director at Fidelity responsible for real estate capital markets and development of new client solutions. He has 20 years experience of advising on and structuring real estate solutions, having previously worked at Invista Real Estate, UBS Investment Bank and PwC. During his career he has been responsible for the launch of several listed property vehicles, the origination and structuring of senior and junior debt as well as the launch of both domestic and international property strategies. During his time at UBS, Adrian specialised in Real Estate Corporate Finance advising major listed companies on M&A, financing, IPOs and Credit Ratings.
Adrian joined Fidelity in 2008 and is part of the Senior Management team. He holds a MEng in Civil Engineering, is a qualified Chartered Accountant (ICAEW) and an FSA approved person. He is also a member of the IPF’s Residential Special Interest Group
Client Director, Columbia Threadneedle Investments
James Allum joined Columbia Threadneedle Investments in December 2012 as Client Director, Property. In this role he is responsible for managing relationship’s with the company’s existing Property clients, as well as growing the company’s Property client base. James joined Columbia Threadneedle in 2012.
Before joining the company, James held property relationship roles at Aviva Investors and Henderson Global Investors. He has worked in the industry since 1986.
James holds the Investment Management Certificate.
Fund Manager, Kames Capital
Anne is a fund manager at Kames Capital UK plc and is responsible for looking after the Kames Target Healthcare Fund. She joined Kames in 2008 from Aviva Investors where she was a Fund Manager for funds including Ashtenne Industrial Fund and Quercus Healthcare Property Partnership and then more latterly she was responsible for fund operations in the UK, Channel Islands and Europe. Prior to this Anne was an Investment Manager with Schroder Property Investment Management from 1996 to 2001 working on both SEPUT and SERPUT.
Anne has a 1st Class honours degree in Land Management and Development from Reading University, is a Chartered Surveyor and is regulated by the FCA.
Chief Operating Officer, Palmer Capital Partners
Emma is Chief Operating Officer at Palmer Capital Partners Limited and has 21 years of commercial real estate and funds experience. Emma has significant experience creating and operating both domestic and international real estate funds across the UK, Europe and Asia. Emma qualified as a solicitor at city law firm, Frere Chomeley Bischoff before leaving private practice to develop her fund management skills within the real estate industry, first as UK Legal Counsel to Ascent Media Limited and then Palmer Capital in 2007 where she now manages the legal affairs of the company and also has the broader management role of overseeing the company’s regulated REIM operations.
Emma is a graduate of Kings College London and a panel speaker at the Winmark GC Academy.
Tom Dorey is an independent consultant.
He previosly worked for Schroders as Head of Real Estate Product. He is responsible for investor relations for Schroders’ range of real estate funds. This includes monitoring real estate funds and mandates to ensure they are structured and managed to meet client needs. Tom wass a member of Schroder Real Estate Investment Risk Committee and the Global Real Estate Securities Investment Committee. He was based in London since January 2004. He was head of mutual fund distribution for various offshore jurisdictions in Schroders (CI) Limited.
Tom joined Schroders as portfolio manager in 1997. He was previously employed by CIBC (CI) Limited and at Lloyds’ of London.
Tom holds an Investment Management Certificate (IMC). He has an MBA from the University of Bath in BSc (Hons) Economics
Senior Director – Fund Services, JTC
Marie is the Senior Director, Fund Services at JTC, she started at JTC in 2020.
Prior to joining JTC, Marie was a member of the senior management team at Langham Hall and ran the business development department for Europe. She joined Langham Hall in 2007 to focus on the European growth of the business.
Before this, Marie worked at Hg Capital for 4 years, where she was responsible for preparing interim and annual financial statements for 6 funds and 5 co-investment vehicles. She was also heavily involved with the valuation and transfer of portfolio investments, treasury, compliance, US tax and Board meetings in relation to portfolio decisions. Before Hg Capital, she worked in the UK team at UBS Capital (formerly Phildrew Ventures) for 6 years, where she prepared investor reports, management accounts for many of the fund entities, ran capital calls and distributions and dealing with fund and portfolio company treasury.
Marie is a Member of the ACCA, and has spent over 20 years in private equity accounting.
Fund Manager, Schroders Real Estate Capital Partners
Prior to Schroders Naomi was a Research Analyst and Investment Manager at Alecta and before that she was a Research Analyst at Henderson Global Investors and also JLL. She is a member of the IPF and SPR and holds the Investment Management Certificate (IMC) and the IPF Diploma in Property Investment (DipIPF). She has an MSc in Social Research Methods and Statistics from City University, London and a BSc (Hons) in Psychology from City University, London.
Director - Commercial Departments, JTC
Stephanie joined JTC in 2019 with over 10 years' financial Services industry experience.
As a Director in the Commercial Department, she works directly with the Chief Commercial Officer to develope JTC's client facing activities and additionally provides strategic support to the Group Divisional Heads in the organic growth of the business.
In her previous role prior to JTC, Stephanie's key responsibilities were focussed on business development initiatives and the improvement of client service delivery. She has also held board positions on Jersey and BVI companies investing in commercial real estate accross the UK and Continential Europe.
Partner, Morgan Lewis
AREF Secretariat, AREF
Jacqui provides policy guidance and secretariat services to the AREF Board and AREF Management Committee as well as the following AREF Committees: Corporate Governance, ESG & Impact Investing, Investor, Public Affairs, Research and Information and Retails Funds. In addition, Jacqui monitors members’ compliance with AREF’s Code of Practice.
Jacqui joined AREF in 2014 after working for over 25 years in fund compliance, client relationships and administration at Natwest Trustee & Depositary Services.