MasterClass com Qualitas Funds - Private Equity Investments and Why It Is Relevant to Family Offices Time: 2:30 PM – 4:00 PM Location: In-person at the Family Business Association Headquarters: Espaço Castilho, Rua Castilho 13D, Lisbon (also available online via Teams)
This hybrid-format MasterClass explores how Family Offices can benefit from diversification through Private Equity investments.
Key advantages, challenges, and strategies for incorporating this asset class into investment portfolios will be discussed, with a focus on its impact on preserving and growing family wealth.
The session will also present the value proposition of Qualitas Funds, showing how it can be the ideal solution for accessing Private Equity, offering an attractive balance between risk and return.
About Qualitas Funds Qualitas Funds is the newest Supporting Associate of the Family Business Association, strengthening our network with its expertise in the private equity sector. Founded in 2014 by Eric Halverson and Sergio García, Qualitas Funds is a Spanish investment management firm specializing in agile private equity programs focused on the lower mid-market segment—successful SMEs in the European and North American markets.
Its strategy aims to deliver attractive returns with a low-risk profile by selecting the best available investment funds. In 2024, Qualitas Funds was acquired by P10, a U.S.-based company listed on the New York Stock Exchange. This partnership consolidates a leading international group with an impressive $24 billion in assets under management.
With a presence in Portugal through Bernardo Marques dos Santos and João Pita Rua, Qualitas Funds seeks to offer innovative solutions for Portuguese investors, enabling structured, optimized, and diversified access to private equity.
Guest Speakers:
Bernardo Marques dos Santos João Pita Rua
Who Can Participate: Participation is reserved for members of Family Businesses representing their own Family Companies. Places are limited, and preference is given to registrations from members of the Family Business Association. If you are not a member, please contact us.
