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admin2022-06-24T14:00:04+00:00Welcome to WordPress. This is your first post. Edit or delete it, then start
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Sector: Real Estate and Hospitality
Geography: Portugal
Audit | Depositary Bank: BDO | Millennium BCP
Minimum Investment: € 50.000
Term: March 2031
Subscription Period deadline: March 2025
Management Fee: 1.25% p.a.
Set Up Fee: 1.6%, One Off (deducted from Subscribed Capital)
Distributions: Classe A: 5% dividends paid in 5th & 8th years + 85% performance over hurdle-rate (7% IRR).
(85% performance is distributed fixing the same IRR to all Class A investors)
Class B: 7% IRR senior to class A ((including anticipated 3% dividends (paid p.a.))
Hurdle Rate: 7%
Sector: Hospitality and Tourism
Geography: Portugal
Audit | Depositary Bank: BDO | Bison Bank
Minimum Investment: € 100.000
Term: April 2034
Subscription Period deadline: April 2025
Management Fee: 1.25% p.a.
Set Up Fee: 1.5%, One Off (deducted from Subscribed Capital)
Distributions: Class A: 80% performance over Hurdle Rate;
Class B: 5% preferred dividends per annum starting to be paid from 36 months (after Class B 1st Subscription date), and an 8% hurdle rate distributed at the end of the Fund’s lifetime, with a deduction of any difference from what was received in dividends
Hurdle Rate: 8%
Sector: Hospitality and Tourism
Geography: Portugal
Audit | Depositary Bank: BDO | Bison Bank
Minimum Investment: € 100.000
Term: February 2034
Subscription Period deadline: June 2026
Management Fee: 1.25% p.a.
Set Up Fee: 2%, One Off (deducted from Subscribed Capital)
Distributions: Class A: 80% performance over Hurdle Rate;
Class B: 5% preferred dividends per annum starting to be paid from 36 months (after Class B 1st Subscription date), and an 8% hurdle rate distributed at the end of the Fund’s lifetime, with a deduction of any difference from what was received in dividends.
Hurdle Rate: 8%
Sector: Classic Cars, Super Cars and Hyper Cars
Geography: Portugal
Audit | Depositary Bank: BDO | Bison Bank
Minimum Investment: € 100.000
Term: July 2033
Subscription Period deadline: June 2027
Management Fee: €30.000 + 0.75% p.a.
Set Up Fee: 3.5%, One Off (deducted from Subscribed Capital)
Distributions: Class A and C: Unit Holders receive 90% of the capital remaining after distribution of the Hurdle ; 10% to the Fund Manager ;
Class B and D: Every 36 months Investor may receive the amount equivalent to 15% as preferred dividend of the subscribed capital.
Hurdle Rate: 6%
Performance Fee Rate: 10%
Sector: Education
Geography: Portugal
Audit | Depositary Bank: BDO | Bison Bank
Minimum Investment: € 100.000
Term: March 2036
Subscription Period deadline: March 2027
Management Fee: 0,75% p.a., with a minimum of €108.000,00
Set Up Fee: 0%
Distributions: Class C: investors may receive 4% dividends between year 1 and year 6 and 6% dividends between year 7 and 12; Put Option / Buy Back from Year 6.
Sector: Renewable Energy
Geography: Portugal
Audit | Depositary Bank: BDO | BNI
Minimum Investment: € 50.000
Term: March 2033
Subscription Period deadline: January 2026
Management Fee: 2% p.a., with a minimum of €50.000,00
Set Up Fee: 1.5%, One Off (deducted from Subscribed Capital)
Distributions: Class A: 5% Preferred Income ;
80% profit distribution with a 5% hurdle rate ;
Class B: 20% profit distribution, junior to 5% hurdle rate to Fund Advisor, 25% catch-up clause once Preferred Return to investor has been achieved.
Hurdle Rate: 5%
Accomplished professional with a proven track record of over 20 years in the financial industry, having served as a non-executive director and a member of the Audit Committee at Parpública – Participações Públicas, SGPS, SA. Pedro Ventura also held the position of chairman of the supervisory boards at Parvalorem SA and Participadas SGPS, SA, as well as a board member of the Fiscal Council at REFER, EPE. Additionally, he served as the Chairman of the General Meeting at CTT – Correios de Portugal.
28 years of experience in Wealth Management, Investment Banking and Private Equity, working with Private, Institutional and Corporate clients across Europe, US, Brasil and Asia.
Asset Management in Portugal and Spain at Barclays Bank. Head of Investment Management at Barclays Bank in Portugal. Managing Director at Orey Financial in Portugal and Spain. Executive Board Member at Bison Bank, bridging Europe and Asia. Chairman & CEO at Haitong Global Asset Management, SGOIC, SA with Asset Management and Private Equity business through Europe, Brasil and Asia.
Holds a postgraduate degree in Management of Financial Institutions at the Catholic University of Portugal, a Diploma in Accounting and Financial Administration and a Degree in Management.
Daniela Martins brings substantial experience in Corporate & Social Responsibility, Retail Banking, and Investment Banking. Her advanced studies in International Relations, Corporate Diplomacy, Information Management, and Marketing Intelligence further enrich her broad and accomplished professional background.
Coming from an Aerospace Engineering background, José Maria developed business and strategy skills since very young.
He has successfully created and managed a private tutoring business, and he also likes to research and invest in the stock market, which has been a determinant factor in acquiring finance skills.
Coming from a strong business and finance background (Bachelor’s in Management from Católica Lisbon School of Business & Economics and Master’s in Finance from Nova School of Business and Economics), Tomás developed expertise in business and financial strategy early on. Straight out of secondary school, he took over his family business, optimizing operational and financial practices while implementing strategic business
With a background in Accounting and a strong interest in investments, he brought his experience from Brazil to Portugal. In the internal control sector, he focuses on improving financial processes and ensuring the compliance of the company’s operations.
Tiago Dominguez has a varied background in hospitality asset management, real estate development, and banking relations, with experience in both family office and hospitality management roles.
António comes from a strong international business sports background, which led him to pursue a Bachelor’s degree in Agronomics Engineering (Instituto Superior de Agronomia, Lisboa). Alongside his studies, António has engaged in multiple extracurricular activities in event logistics and IT commercial sectors. He completed his first internship at Green One Capital in 2024, focusing on operational support, and is currently in the investment analysis and business development area at the firm.
Professional path since the 90s dedicated to Capital Markets and Asset Valuation in banks and investment firms. Research Models deployment, such as Discounted Cash Flows, Business Valuation, rating assessment/spreads and yield curves review. Running multi-asset Portfolios through diversified currencies and financial instruments. Treasury management, funding and money market activities.
Professional path since the 90s dedicated to Capital Markets and Asset Valuation in banks and investment firms.
Research Models deployment, such as Discounted Cash Flows, Business Valuation, rating assessment/spreads and yield curves review.
Running multi-asset Portfolios through diversified currencies and financial instruments. Treasury management, funding and money market activities.
Pedro Oliveira Cardoso has over 30 years of leadership experience in the real estate and financial sectors. He has served as a board member for financial companies across five countries and four continents. He is currently a managing partner at two consulting firms and sits on the consulting and investment committees of a major foundation.
Francisco Valente de Oliveira brings 27 years of experience in Wealth Management, Investment Banking, and Private Equity, serving clients across Europe, the US, Brazil, and Asia. Throughout his career, he has held senior positions in investment management and financial leadership, including roles as Chairman & CEO, where he led global asset management and private equity operations.
With an academic background in economics, management, and investment banking, Mariana began her professional journey at Banco BPI (CaixaBank Group). Furthering her interest in finance, she continues to explore opportunities within venture capital and private equity.
With a solid finance and management foundation, Beatriz has experience in the consultancy (Kaiser Associates) and start-up (duLocal) fields in Brazil.
Former managing director at Accenture, Paulo Dinis professional career focused on project development, finance, marketing, sales, and strategy.
Managed highly sucessful investment projects and business restructurings both financialy and operationaly as well as expanding businesses and growth in international markets.