Jose Francisco Almeida, Cfa, Frm — investor profile photo

Jose Francisco Almeida, Cfa, Frm

Treasury and Financial Markets Director

📍 Lisbon, Lisbon, Portugal🔄 Updated November 2026💼 2 investments📅 14 years investing🗓 Last invested Jul 2019
Angel investor🌍 Portugal
2
Total investments
1
Early stage
0
Mid stage
1
Late stage
14y
Years active

Portfolio

2 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Jul 2019
CFA Society Portugal is an association of local investment professionals. Consisting of portfolio managers, investment advisors, educators and other financial professionals, we promote: - ethical and professional standards within the investment industry, - encourage professional development through the CFA Program and continuing education, - facilitate the exchange of information and opinions among people within the local investment community and beyond, and; - work to further the public's understanding of the CFA designation and investment industry. As one of CFA Institute member societies, our society connects members to a global network of investment professionals.
Secretary of the Shareholder's General Meeting
Apr 2012
Biopremier is an independent company providing service in the food , founded in 2016 to become an innovation driver for products in molecular biology. Despite the young age we gather over 20 years of experience in molecular biology solution. Our clients are laboratories, private or government owned, that need high quality kit solutions or support in building up their molecular biology portfolio. - We are constantly developing new kits and updating our current portfolio. Our current catalogue has over 60 kits for food targets. We also develop kits upon request by our clients, with short development times. - We control the whole process, from designing the solution to producing the kits. ​Our VISION BPMR wants to become a global reference in producing and developing kits for diagnostics'​ laboratories, in particular for real time PCR detection kits, supported by its technical know-how, by its innovative capability and solutions presented to its clients. ​Our MISSION To ensure the quality of our products, based on our know-how and experience, allied with our professionalism with which we intent to beat our clients'​ expectations. To deliver high quality solutions. ​Our VALUES Ethical behavior - Ethics guides all our actions. We seek truth in all our activity, building and establishing trusting relationships with transparency and openness. Proximity - The capacity to hear and integrate everyone’s'​ ideas builds confidence, knowledge and complicity. We thrive on long lasting bonds and we know that in face of challenges, a solution always arises. Excellence - It is our modus operandi. Excellence reflects focus, passion and the pride we take being in the front line. Commitment - What we commit to we deliver. Learning - A constant of our life, to reach new and continues learning.
early stageBiotechnology
Experience · 3 entries
All (3)
Investments (2)
Board (1)
2019
Board Member
Jul 2019
CFA Society Portugal is an association of local investment professionals. Consisting of portfolio managers, investment advisors, educators and other financial professionals, we promote: - ethical and professional standards within the investment industry, - encourage professional development through the CFA Program and continuing education, - facilitate the exchange of information and opinions among people within the local investment community and beyond, and; - work to further the public's understanding of the CFA designation and investment industry. As one of CFA Institute member societies, our society connects members to a global network of investment professionals.
2012
Secretary of the Shareholder's General Meeting
Apr 2012
Biopremier is an independent company providing service in the food , founded in 2016 to become an innovation driver for products in molecular biology. Despite the young age we gather over 20 years of experience in molecular biology solution. Our clients are laboratories, private or government owned, that need high quality kit solutions or support in building up their molecular biology portfolio. - We are constantly developing new kits and updating our current portfolio. Our current catalogue has over 60 kits for food targets. We also develop kits upon request by our clients, with short development times. - We control the whole process, from designing the solution to producing the kits. ​Our VISION BPMR wants to become a global reference in producing and developing kits for diagnostics'​ laboratories, in particular for real time PCR detection kits, supported by its technical know-how, by its innovative capability and solutions presented to its clients. ​Our MISSION To ensure the quality of our products, based on our know-how and experience, allied with our professionalism with which we intent to beat our clients'​ expectations. To deliver high quality solutions. ​Our VALUES Ethical behavior - Ethics guides all our actions. We seek truth in all our activity, building and establishing trusting relationships with transparency and openness. Proximity - The capacity to hear and integrate everyone’s'​ ideas builds confidence, knowledge and complicity. We thrive on long lasting bonds and we know that in face of challenges, a solution always arises. Excellence - It is our modus operandi. Excellence reflects focus, passion and the pride we take being in the front line. Commitment - What we commit to we deliver. Learning - A constant of our life, to reach new and continues learning.
early stageBiotechnology
2011
Asset Manager | Portfolio Manager
Sep 2011
Orey Financial - Instituição Financeira de Crédito, SA, is a financial company that has been in the marketplace since 2004. Throughout its history it has been renowned for the launch of innovative financial products and solutions on the domestic market and, in some cases, on the international market, too. In the online brokerage area its business is carried on in Portugal, where it occupies a leading position in several business areas and, since later 2008, it has expanded its business to Spain. In asset management the Company provides the market with portfolio-management services, with emphasis on Advisory and Discretionary Management services, besides the concept of innovative mutual funds. During 2007 the Company started operating in the field of urban rehabilitation, one of the first institutions to set up an urban rehabilitation fund. Later on, in 2009, as a result of the repositioning of the Orey Group, it extended its activities into the Private Equity area as well, through the launch of Orey Capital Partners, a fund specialized in the management of businesses in the Transport & Logistics sector.
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