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Ana Paula Matias Gama obtained a degree in Management (1994) and Master (2001) both in Management from the University of Beira Interior. The PhD in finance (2006), and the Habilitation degree also in Finance in 2020, were obtained from ISCTE ¿ Lisbon University Institute. Currently, she is an associate professor with accreditation at the Management and Economics Department (DGE) of the University of Beira Interior (UBI), where she has been teaching courses on corporate finance, entrepreneurial finance, and accounting. She is a researcher at the Research Center of Business Sciences (NECE). She is a reviewer of several peer-reviewed international journals and an evaluator of master's and PhD theses. Her research interests include capital structure, corporate finance, entrepreneurial finance, corporate governance, microcredit, and family firms. Her publications include several articles in peer-reviewed international journals, as well as proceedings of professional meetings, and books. ORCID ID: http://orcid.org/0000-0002-8064-6244 Scopus Author ID: 36349691700
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Identification

Personal identification

Full name
ANA PAULA BERNARDINO MATIAS GAMA
Gender
Female

Citation names

  • GAMA, ANA
  • Ana Paula Matias Gama
  • Gama, Ana Paula Matias
  • Matias Gama, Ana Paula

Author identifiers

Ciência ID
F312-3F77-8A97
ORCID iD
0000-0002-8064-6244
Google Scholar ID
ZE91roYAAAAJ
Researcher Id
A-2622-2011
Scopus Author Id
36349691700

Email addresses

  • amatias@ubi.pt (Professional)
  • ana.matias.gama@gmail.com (Personal)

Addresses

  • Universidade da Beira Interior , 6200-209, Covilhã, Covilhã, Portugal (Professional)

Websites

Knowledge fields

  • Social Sciences - Economics and Business

Languages

Language Speaking Reading Writing Listening Peer-review
English Intermediate (B1) Upper intermediate (B2) Upper intermediate (B2) Upper intermediate (B2) Advanced (C1)
French Upper intermediate (B2) Upper intermediate (B2) Upper intermediate (B2) Upper intermediate (B2) Advanced (C1)
Outputs

Publications

Book
  1. GAMA, ANA; Augusto, Mário; Duarte, Fábio; Emanuel-Correia, Ricardo. An Introduction to Microfinance: Intervention in Challenging Contexts. Springer. 2024.
    Published • https://doi.org/10.1007/978-981-97-5388-8
  2. GAMA, ANA; Gama, A.P.M.; Alves, C.A.. Family Influence on Performance of Family SMEs: New Empirical Evidence. Australia: Springer. 2020.
    In press
  3. GAMA, ANA. Equity Valuation and Negative Earnings. Portugal. 2016.
    Published
  4. GAMA, ANA. A Emergência da NOVA Economia: O que Mudou na Avaliação de Empresas. Portugal: Almedina. 2009.
    Published
  5. GAMA, ANA. Os Determinantes da Estrutura de Capital das PME Industriais Portuguesas. Lisbon, Portugal: Bolsa de Valores de Lisboa e Porto (BVLP) e Instituto de Mercado de Capitais (IMC). 2000.
    Published
Book chapter
  1. Serafim Nogueira; Fábio Duarte; Ana Paula Matias Gama. "The Role of Entrepreneurial Motivation and Repayment Performance on Microcredit Terms". 2024.
    10.1007/978-981-97-5388-8_15
  2. Ana Paula Matias Gama; Ricardo Emanuel Correia; Mário Augusto; Fábio Duarte. "Dynamics from Lending-Based Prosocial Crowdfunding in Eastern Europe: Personal Versus Business on Funding Performance". 2024.
    10.1007/978-981-97-5388-8_17
  3. Ana Paula Matias Gama; Mário Augusto; Fábio Duarte; Ricardo Emanuel-Correia. Corresponding author: Ana Paula Matias Gama. "An Introduction to Microfinance: Intervention in Challenging Contexts". 2024.
    10.1007/978-981-97-5388-8_1
  4. Ribeiros, João Paulo Coelho; Duarte, Fábio; Gama, Ana Paula Matias; João Paulo Coelho Ribeiros; Fábio Duarte; Ana Paula Matias Gama. "Discouragement and Micro Credit Rationing: Are Microfinance Institutions a Panacea?". In Accounting, Finance, Sustainability, Governance & Fraud: Theory and Application, 319-348. Springer Nature Singapore, 2024.
    Published • 10.1007/978-981-97-5388-8_14
  5. Gama, A.P.M.; Alves, C.A.. "Research Hypotheses". 49-57. 2021.
    10.1007/978-981-33-4846-2_4
  6. Gama, A.P.M.; Alves, C.A.. "Family Influence and Performance". 21-47. 2021.
    10.1007/978-981-33-4846-2_3
  7. Gama, A.P.M.; Alves, C.A.. "Theoretical Background". 5-19. 2021.
    10.1007/978-981-33-4846-2_2
  8. Gama, A.P.M.; Alves, C.A.. "Research Methodology". 59-70. 2021.
    10.1007/978-981-33-4846-2_5
  9. Gama, A.P.M.; Alves, C.A.. "Conclusions, Contributions, and Recommendations". 103-108. 2021.
    10.1007/978-981-33-4846-2_7
  10. GAMA, ANA. "Can Fundamental analysis provide relevant information for understanding the underlying value of a company?". In Trade and Global Market. IntechOpen Books, 2018.
    Published
  11. Matias Gama, A.P.; Segura, L.C.; Milani Filho, M.A.F.; Gama, A.P.M.; Alves, C.A.; Ana Paula Matias Gama; Liliane Cristina Segura; Marco Antonio Figueiredo Milani Filho. "Analysis and Discussion of Results". 139-157. 2017.
    10.1007/978-981-10-3009-3_7
  12. Matias Gama, A.P.; Segura, L.C.; Milani Filho, M.A.F.; Ana Paula Matias Gama; Liliane Cristina Segura; Marco Antonio Figueiredo Milani Filho. "The Value Relevance of the Variables Earnings and Book Value of Equity for Valuation Purposes". 43-63. 2017.
    10.1007/978-981-10-3009-3_3
  13. Matias Gama, A.P.; Segura, L.C.; Milani Filho, M.A.F.; Ana Paula Matias Gama; Liliane Cristina Segura; Marco Antonio Figueiredo Milani Filho. "The Ohlson and Feltham Ohlson Models". 19-41. 2017.
    10.1007/978-981-10-3009-3_2
  14. Matias Gama, A.P.; Segura, L.C.; Milani Filho, M.A.F.; Ana Paula Matias Gama; Liliane Cristina Segura; Marco Antonio Figueiredo Milani Filho. "Conclusions and Suggestions for Further Research". 161-167. 2017.
    10.1007/978-981-10-3009-3_8
  15. Navas, R.D.; Bentes, S.R.; Gama, A.M.. "Evaluating companies: Investing for the long run". In Trade and Global Market. 2016.
  16. GAMA, ANA. "Jointness in relationship lending: Evidence from UK SMEs". In Recent Advances in Multidisciplinary Applied Physics, 89-99. 2014.
    Published
  17. Gama, A.P.M.. "The role of multiple large shareholders in public listed firms: An overview". In Trade and Global Market. 2012.
    10.1007/978-3-642-31579-4_3
  18. GAMA, ANA. "A Relevância dos Modelos de Ohlson (1995) e Feltham e Ohlson (1995) Para Efeitos de Avaliação - Evidência Empírica das Empresas Americanas da Nova Economia". In Prémio Prof. Rogério Fernandes Ferreira, Edição CEGE – Centros de Estudo em Gestão/Instituto Superior de Economia e Gestão e CTOC – Câmara dos Técnicos Oficiais de Contas. Portugal: CEGE – Centros de Estudo em Gestão/Instituto Superior de Economia e Gestão e CTOC – Câmara dos Técnicos Oficiais de Contas, 2007.
    Published
Book review
  1. GAMA, ANA. "Teorias financeiras da estrutura de capital: Uma aplicação ao setor da construção e obras públicas". (2018):
    Published
Conference abstract
  1. GAMA, ANA. "Essays on microcredit: the role of microcredit in promoting entrepreneurial activities, financial inclusion, and financial literacy.". Paper presented in XXII Seminário Hispano Luso de Economía Empresarial, online, 2020.
    Published
  2. Duarte, Fábio; Gama, Ana Paula Matias. "Is the discouragement an efficient self-rationing mechanism? Evidence from SMEs operating in less-developed countries". Paper presented in International Conferenceof the financial engeneering and banking society, Nantes, 2015.
Conference paper
  1. GAMA, ANA. "Online Microfinance in Eastern Europe: Personal versus Business Loans Funding". Paper presented in European Microfinance Network, 2020.
    Published
  2. GAMA, ANA. "The role of entrepreneurial motivation on microcredit terms’ and repayment performance". Paper presented in 17th Lisbon – Portugal International Conference on Entrepreneurship, Law, Society and Education (LESLE -19),, Lisbon, 2019.
    Published
  3. Duarte, Fábio; Gama, Ana Paula Matias. "Mutual Guarantees in Portugal Loan Markets". Paper presented in European Financial Management Association, Atenas, 2017.
    Published
  4. GAMA, ANA. "A Performance nas Empresa Familiares: Uma Perspetiva da influência da Família". Paper presented in XXVII Jornadas Hispano-Luso de Gestión Científica - Localización Y Dinámicas Competiticas Un Encontro Global, Alicante, 2017.
    Published
  5. Monteiro, João; Gama, Ana Paula Matias. Corresponding author: Gama, Ana Paula Matias. "Decisões sobre a Estrutura de Capital nas PMEs Industriais: Uma Abordagem do Ciclo de Vida". Paper presented in 16º Encontro Brasileiro de Finanças, Pontifícia Universidade Católica do Rio de Janeiro, Rio de Janeiro, 2016.
    Published
  6. GAMA, ANA. "The impact of commitment on family firm performance.". Paper presented in 15th Euroasia Business and Economics Society, lisbon, 2015.
    Published
  7. Duarte, Fábio; Gama, Ana Paula Matias. "The role of collateral in mitigating credit risk: Empirical Evidence from SME Lending". Paper presented in International Network of Business and Management Journals, Barcelono, 2014.
  8. GAMA, ANA. "The role of collateral and risk management in entrepreneurial finance context". Paper presented in International Network of Business & Management Journals (INBAM), Barcelona, 2014.
    Published
  9. GAMA, ANA. "Determinantes do trade credit nas PME portuguesas". Paper presented in XXIV Jornadas Luso Espanholas de Gestão Científica, leiria, 2014.
    Published
  10. GAMA, ANA. "A manipulação de resultados contabilísticos: uma revisão da literatura". Paper presented in XXVII Congresso Internacional de Economia Aplicada ASEPELT, Zaragoza, 2013.
    Published
  11. GAMA, ANA. "Collateral and relationship lending in loan pricing: evidence from United Kingdom SMEs". Paper presented in 7th Conference of Portuguese Finance Network (PFN), Aveiro, 2012.
    Published
  12. GAMA, ANA. "The role of Collateral and relationship lending in loan pricing: Evidence from UK SMEs". Paper presented in 34th Institute for Small Business and Enterpreneurship Conference (ISBE), Sheffiled, 2011.
    Published
  13. Gama, A.P.; Slama, J.G.; MacEdo, M.R.V.. "Impact assessment of traffic noise helicopter in urban areas". 2011.
  14. GAMA, ANA. "Determinants of Default: Empirical Evidence from Portuguese Manufacturing SMEs". Paper presented in 33rd Institute for Small Business & Entrepreneurship Conference (ISBE), London, 2010.
    Published
  15. GAMA, ANA. "Trade Credit and Bank Information Monopoly: An empirical evidence from Portuguese Small Medium Size Enterprises". Paper presented in 32nd Institute for Small Business & Entrepreneurship Conference (ISBE), Liverpool, 2009.
    Published
  16. GAMA, ANA. "Does Trade Credit Facilitate Access to Bank Finance? An Empirical Evidence from Portuguese and Spanish Small Medium Size Enterprises". Paper presented in 31st Institute for Small Business & Entrepreneurship Conference (ISBE), Belfast, 2008.
    Published
  17. GAMA, ANA. "Os contributos dos Modelos de Ohlson (1995) e Feltham e Ohlson (1995) na Avaliação de Empresas". Paper presented in IX Seminário de Economia Empresarial: Inovação e Educação, Covilha, 2007.
    Published
  18. GAMA, ANA. "Os Determinantes da Estrutura de Capital e a Dimensão das Empresas.". Paper presented in Jornadas Luso-Espanholas de Gestão Científica, covi, 2002.
    Published
  19. GAMA, ANA. "The Determinants of Capital Structure Decisions in Portuguese Industrial SME". Paper presented in 22nd ISBA National Small Firms Policy and Research Conference Growth and Development, Leeds, 1999.
    Published
Journal article
  1. Duarte, F; Gama, A. P. ; MA Gulamhussen; Duarte, F.D.; Gama, A.P.M.; Gulamhussen, M.A.. "Owner guarantees, observed and unobserved risks, and bank lending spreads". Journal of Financial Services Research N/D 2 (2024): 241-281. https://link.springer.com/article/10.1007/s10693-024-00434-w#citeas.
    Published • 10.1007/s10693-024-00434-w
  2. Ana Paula Matias Gama; Ricardo Emanuel Correia; Mário Augusto; Fábio Duarte. "Third-party signals in crowdfunded microfinance: which microfinance institutions boost crowdfunding among refugee entrepreneurs?". Small Business Economics (2023): https://doi.org/10.1007/s11187-022-00708-4.
    10.1007/s11187-022-00708-4
  3. Duarte, F; Emanuel-Correia, R.; Tomé, S,; Gama, A. P.. "Launching Prosocial Crowdfunding Campaigns: The Final Countdown". Emerging Markets Finance and Trade 60 1 (2023): 1209-1226. https://www.tandfonline.com/doi/full/10.1080/1540496X.2023.2278645.
    Published • 10.1080/1540496X.2023.2278645
  4. Raúl Daniel Navas; Gama, A. P. ; undefined. "The relevance of using accounting fundamentals in the Euronext 100 index". Review of Business Management 25 4 (2023): 456-479. https://rbgn.fecap.br/RBGN/article/view/4245.
    Published • 10.7819/rbgn.v25i4.4245
  5. Gama, A. P. ; Emanuel-Correia, R.; Duarte, F; Augusto, M.. "The COVID-19 impact on crowdfunding performance: evidence from a peer to-peer lending platform". Applied Economics Letters 31 3 (2023): 1207-1211. https://www.tandfonline.com/doi/full/10.1080/13504851.2023.2178616.
    Published • 10.1080/13504851.2023.2178616
  6. Helena Susana Amaral Geraldes; Gama, A. P. ; Augusto, M.. "Reaching Financial Inclusion: Necessary and Sufficient Conditions". Social Indicators Research 162 2 (2022): 599-617. https://link.springer.com/article/10.1007/s11205-021-02850-0.
    Published • 10.1007/s11205-021-02850-0
  7. João Paulo Coelho Ribeiro; Duarte, F; Gama, A. P. ; Duarte, Fábio; João Paulo Ribeiro. "Does microfinance foster the development of its clients? A bibliometric analysis and systematic literature review". Financial Innovation 8 1 (2022): https://jfin-swufe.springeropen.com/articles/10.1186/s40854-022-00340-x.
    Published • 10.1186/s40854-022-00340-x
  8. Ferreira, J.C.J.; Gama, A.P.M.; Fávero, L.P.; Serra, R.G.; Belfiore, P.; Costa, I.P.D.A.; Santos, M.D.. "Economic Performance and Stock Market Integration in BRICS and G7 Countries: An Application with Quantile Panel Data and Random Coefficients Modeling". Mathematics 10 21 (2022): https://www.scopus.com/inward/record.url?eid=2-s2.0-85141834060&partnerID=MN8TOARS.
    10.3390/math10214013
  9. Emanuel-Correia, R.; Duarte, F.; Gama, A. P. ; Augusto, M.. "Does peer-to-peer crowdfunding boost refugee entrepreneurs?". Finance Research Letters 46-A (2021): https://www.sciencedirect.com/journal/finance-research-letters.
    Published • 10.1016/j.frl.2021.102264
  10. Duarte, Fábio; Ana Paula Matias Gama; Augusto, Mário; Emanuel-Correia, Ricardo; Augusto, M.; Duarte, F.. Corresponding author: Ana Paula Matias Gama. "Bringing modernity to prosocial crowdfunding's campaigns: An empirical examination to transaction modern sectors". Applied Economics 53 49 (2021): 5677-5694. https://doi.org/10.1080/00036846.2021.1927968.
    Published • 10.1080/00036846.2021.1927968
  11. Catarina Afonso Alves; Ana Paula Matias Gama; Mário Augusto. "Family influence and firm performance: the mediating role of stewardship". Journal of Small Business and Enterprise Development (2020): https://doi.org/10.1108/JSBED-01-2019-0015.
    10.1108/JSBED-01-2019-0015
  12. Catarina Alves; Gama, A. P.. "Family Business Performance: A Perspective of Family Influence". Review of Business Management 22 1 (2020): 163-182. https://rbgn.fecap.br/RBGN/article/view/4040.
    Published • 10.7819/rbgn.v22i1.4040
  13. Gama, A. P.. "Credit risk, owner liability, and bank loan maturities during the global financial crisis.". European Financial Management 26 3 (2020): 628-683. https://onlinelibrary.wiley.com/doi/abs/10.1111/eufm.12239.
    Published • 10.1111/eufm.12239
  14. Serafim Nogueira; Duarte, F.; Gama, A. P.. "Microfinance: where are we and where are we going?". Development in Practice 30 7 (2020): 874-889. https://www.tandfonline.com/doi/full/10.1080/09614524.2020.1782844.
    Published • 10.1080/09614524.2020.1782844
  15. Gama, A. P. ; Ferreira, J.C.. "The relationship between the factors of risk in asset evaluation models and future economic growth: evidence from three regional markets". Journal of Spatial and Organizational Dynamics 8 4 (2020): 300-319. https://www.jsod-cieo.net/journal-tsw/index.php/jtsw/article/view/250.
    Published
  16. Duarte, F; Gama, A. P. ; MA Gulamhussen. "Defaults in bank loans to SMEs during the financial crisis". Small Business Economics 51 (2018): 591-608. https://link.springer.com/article/10.1007/s11187-017-9944-9.
    Published • 10.1007/s11187-017-9944-9
  17. Gama, A. P. ; Esperança, J.; Duarte, F. "Collateral-based in SME lending: The role of business collateral and personal collateral in less-developed countries". Research in International Business and Finance 39 (2017): 406-4222. https://www.sciencedirect.com/science/article/pii/S027553191630143X.
    Published • 10.1016/j.ribaf.2016.07.005
  18. Gama, A. P. ; Duarte, F; Esperança, J.. "Why discouraged borrowers exist? An empirical (re)examination from less developed countries". Emerging Markets Review 33 (2017): 19-41. https://www.sciencedirect.com/science/article/pii/S1566014117303229.
    Published • 10.1016/j.ememar.2017.08.003
  19. Ferrão, J.; Curto, J. D.; Gama, A. P.. "Low-leverage policy dynamics: An empirical analysis". Review of Accounting and Finance 15 4 (2016): 463-483. http://www.emeraldinsight.com/doi/pdfplus/10.1108/RAF-09-2015-0135.
    Published • 10.1108/RAF-09-2015-0135
  20. Duarte, F.; Gama, A. P. M.; Esperança, J. P.. "The role of collateral in the credit acquisition process: Evidence from SME lending". Journal of Business Finance and Accounting 43 5-6 (2016): 693-728. http://onlinelibrary.wiley.com/doi/10.1111/jbfa.12207/abstract.
    Published • 10.1111/jbfa.12207
  21. Gama, A. P. ; Duarte, F.. "Collateral and relationship lending in loan pricing: Evidence from UK SMEs". WSEAS Transactions on Business and Economics 12 (2015): 21-35. https://wseas.com/journals/articles.php?id=4249.
    Published
  22. Gama, A. P. ; Howard Van Auken. "The Interdependence between Trade Credit and Bank Lending: Commitment in Intermediary Firm Relationships". Journal of Small Business Management 53 4 (2015): 886-904. https://onlinelibrary.wiley.com/doi/abs/10.1111/jsbm.12115.
    Published • 10.1111/jsbm.12115
  23. Pechorro, P.; Gonçalves, R.A.; Maroco, J.; Gama, A.P.; Neves, S.; Nunes, C.. "Juvenile delinquency and psychopathic traits: An empirical study with portuguese adolescents". International Journal of Offender Therapy and Comparative Criminology 58 2 (2014): 174-189. https://www.scopus.com/inward/record.url?eid=2-s2.0-84891388342&partnerID=MN8TOARS.
    10.1177/0306624X12465584
  24. Gama, A. P. ; Cecília Rodrigues. "The governance-performance relations in publicly listed family controlled firms: an empirical analysis". Corporate Governance: The international journal of business in society 13 4 (2013): 439-456. https://www.emerald.com/insight/content/doi/10.1108/cg-04-2011-0031/full/html.
    Published • 10.1108/cg-04-2011-0031
  25. Pechorro, P.; Gama, A.P.; Guerreiro, M.M.; Marôco, J.; Gonçalves, R.A.. "Juvenile delinquency in females: A comparative study of institutionalized girls,Delinquência juvenil no feminino: Um estudo comparativo de raparigas institucionalizadas". Analise Psicologica 31 3 (2013): 283-294. https://www.scopus.com/inward/record.url?eid=2-s2.0-84887533073&partnerID=MN8TOARS.
    10.14417/ap.725
  26. Gama, A. P. ; Helena Susana Amaral Geraldes. "Credit risk assessment and the impact of the New Basel Capital Accord on small and medium-sized enterprises". Management Research Review 35 8 (2012): 727-749. https://www.emerald.com/insight/content/doi/10.1108/01409171211247712/full/html.
    Published • 10.1108/01409171211247712
  27. Gama, A. P. ; Jorge Manuel Mendes Galvão. "Performance, valuation and capital structure: survey of family firms". Corporate Governance: The international journal of business in society 12 2 (2012): 199-214. https://www.emerald.com/insight/content/doi/10.1108/14720701211214089/full/html.
    Published • 10.1108/14720701211214089
  28. Gama, A. P. ; Mateus, C.; Teixeira, A.. "Does trade credit facilitate access to bank finance? An empirical evidence from Portuguese and Spanish small medium size enterprises". International Research Journal of Finance and Economics 45 (2010): 26-45. https://www.irjp.org/index.php/IRJEF.
    Published
  29. Santos Póvoa, Angela Cristiane; Nakamura, Wilson Toshiro. "Um Modelo Dinâmico sobre os Determinantes da Estrutura de Capitais das Empresas Industriais Portuguesas". Revista de Gestão e Economia 5 (2003): 21-37.
    10.5007/2175-8069.2015v12n25p03
  30. Esperança, J.; Gama, A. P. ; MA Gulamhussen. "Corporate Debt Policy of Small Firms: An Empirical (re)Examination". Journal of Small Business and Enterprise Development 10 1 (2003): 62-80. https://www.emerald.com/insight/publication/issn/1462-6004.
    Published • 10.1108/14626000310461213
  31. GAMA, ANA. "A Ética e a Gestão de Recursos Humanos – Que Relações? O caso das Empresas Multinacionais". Anais Universitários 8 (1997): 267-282.
    Published
Newspaper article
  1. GAMA, ANA. Corresponding author: GAMA, ANA. "Financial well-being: a combined analysis of objective, subjective factors, and the institutional context", International Journal of Finance and Economics, 2025
    https://doi.org/10.1002/ijfe.70062
Thesis / Dissertation
  1. GAMA, ANA. "A relação entre perdas e valor no contexto de um sector emergente: O caso das empresas americanas da Nova Economia". PhD, ISCTE-Instituto Universitário de Lisboa, 2006.

Other

Other output
  1. Period, Sample Selection and Definition of Variables. 2016. Ana Paula Matias Gama; Liliane Cristina Segura; Marco Antonio Figueiredo Milani Filho; Matias Gama, A.P.; Segura, L.C.; Milani Filho, M.A.F.. https://doi.org/10.1007%2F978-981-10-3009-3_5.
    10.1007/978-981-10-3009-3_5
  2. The Impact of Investment in Intangible Assets on the Market Value. 2016. Ana Paula Matias Gama; Liliane Cristina Segura; Marco Antonio Figueiredo Milani Filho; Matias Gama, A.P.; Segura, L.C.; Milani Filho, M.A.F.. https://doi.org/10.1007%2F978-981-10-3009-3_4.
    10.1007/978-981-10-3009-3_4
  3. Method. 2016. Ana Paula Matias Gama; Liliane Cristina Segura; Marco Antonio Figueiredo Milani Filho; Matias Gama, A.P.; Segura, L.C.; Milani Filho, M.A.F.. https://doi.org/10.1007%2F978-981-10-3009-3_6.
    10.1007/978-981-10-3009-3_6
  4. Introduction. 2016. Ana Paula Matias Gama; Liliane Cristina Segura; Marco Antonio Figueiredo Milani Filho; Matias Gama, A.P.; Segura, L.C.; Milani Filho, M.A.F.. https://doi.org/10.1007%2F978-981-10-3009-3_1.
    10.1007/978-981-10-3009-3_1
Activities

Oral presentation

Presentation title Event name
Host (Event location)
2025/06 Geraldes, H.; Gama, A.P.M.; Augusto, MA (2025). Financial Resilience: Financial Capability and Income Inequality. European Financial Management Association, 2025 Annual Meeting, June 25- 28, Athens – Greece
2024 Ikeda, W.; Gama, A.P.M and Forte, D. (2024) “National Culture and Investors Behavior: What is new? A Systematic Literature Review” has been accepted for presentation at the: i. 33nd European Financial Management Association (EFMA), ISEG - Universidade de Lisboa, Lisbon, 26-29 June ii. 30th Annual Conference of Multinational Finance Society, Vaasa, Finland, June 30- July 3.
2023 Gama, A.P.M. (2023). How does personal collateral in SME lending reduce borrowing costs? Portuguese Finance Conferences (PFN), University of Madeira – Madeira, July
2023 Gama, A.P.M; Emanuel-Correira, R.; Duarte, F. &Augusto, M. (2023). Female entrepreneurship, prosocial crowdfunding, and lender engagement through the capabilities approach lens, RENT - 37th Conference on Research Entrepreneurship – Gdnask, Poland, November.
2022 Gama, A.P.M. (2022). Borrowing costs and personal collateral in SME lending. Global Finance Conference, University of Minho – Braga, june.
2021/11 Signaling success in crowdfunded microfinance: what third-party signals boost refugee entrepreneurs?, RENT - 35th Conference on Research Entrepreneurship
(Finland)
2021/07 Borrowing costs and personal collateral in SME lending Portuguese Finance Network Conference
(Braga, Portugal)
2021 Gama, A.P.M; Emanuel- Correira, R.; Duarte, F. &Augusto, M. (2021). Signaling success in crowdfunded microfinance: what third-party signals boost refugee entrepreneurs? Present atRENT - 35th Conference on Research Entrepreneurship – Turku, Finlândia, November de 2021. Proposed to the best paper.
2021 Gama, A.P.M. (2021). Personal collateral in SME lending, 11th Portuguese Finance Network Conference 5th - 6th July, 2021
2020 Gama, A.P., Correia, R., Augusto. M. & Duarte. F. (2020). Online microfinance in Eastern Europe: Personal versus Business Loans Funding”. 17th Conferência Anual da European Microfinance Network, October, 2020. Comunicação premiada com 13th research award da EMN.
2018 The Relevance of Using Accounting Fundamentals in the Euronext 100 Index 28th Annual Meeting of European Financial Management Association
2018 Is the European Stock Market Asymmetric? Evidence from the Euronext 100 index Postgraduate Conference Management, Hospitality & Tourism, UAlg - ESGHT & ISCAL
2017 Mutual Guarantees in Portuguese Loan Markets: Evidence during the Financial Crisis 26th European Financial Management Conference
2017 The role of family influence in firms’ performance: A Stewardship Theory Perspective 13th Workshop of Family Management Research
2016 A Influência da família na performance das empresas familiares: Evidência empírica usando a escala F-PEC XVIII Seminário Luso-Espanhol de Economia Empresarial
2016 Decisões sobre a Estrutura de Capital nas PMEs Industriais: Uma Abordagem do Ciclo de Vida 16.º Encontro Brasileiro de Finanças
2016 Low Leverage Policy Dynamics: An Empirical Analysis 9th Portuguese Finance Network
2016 Collateral requirements of small and medium-sized enterprises operating in less-developed countries: Evidence from a reformed business environment 9th Portuguese Finance Network
2016 Manipulação de Resultados em Mercados Internacionais XXII Jornadas de Contabilidade
Instituto Politécnico da Guarda
2015 O papel do trade crédito versus o crédito bancário Programa de Doutoramento em Administração
Universidade Presbiteriana Mackenzie (S. Paulo, Brazil)
2015 The determinants of cash holdings in growing firms Programa de Doutoramento em Administração
Universidade Presbiteriana Mackenzie (S. Paulo, Brazil)
2015 The role of collateral in entrepreneurial financial context: Evidence from SMEs operating in a Banking - based System Doutoramento em Gestão
Universidade de Coimbra (Coimbra, Portugal)
2015 Is the discouragement an efficient self- rationing mechanism? Evidence from SMEs operating in Less- Developed Countries 5th International Conference of the Financial Engineering and Banking Society
2014 The role of collateral and risk management in entrepreneurial finance context XIII Seminário Grudis
2014 Jointness in relationship lending: Evidence from UK SMEs 6th International Conference on Applied Economics
2013 Cash holding in growing firms: Evidence from French IPOs 1st Paris Financial Management Conference
(Paris)
2012 The role of collateral in debt contract: Empirical evidence from ex ante versus ex post theories CEFAGE
universidade de Evora (Évora, Portugal)
2012 Collateral and relationship lending in loan pricing: Evidence from UK SMEs Doutoramento em Gestão
Universidade de Coimbra (Coimbra, Portugal)
2012 How serious is Bank Information Monopoly? The Role of Trade Credit in Alleviating the Problem of Information Monopoly by Extending Trade Credit Núcleo de Estudos em Gestão
Universidade do Minho (Braga, Portugal)
2012 Determinants of explicit and implicit loan price: Empirical evidence from United Kingdom SMEs 6th Portuguese Finance Network
(Aveiro)
2010 Corporate Governance and Performance in Public Listed, Family-Controlled Firms: An Empirical Evidence from Italian Corporate Sector EIBA Annual meeting
(Porto)
2009 Does Trade Credit Facilitate Access to Bank Finance? An Empirical Evidence from Portuguese and Spanish Small Medium Size Enterprises 18th European Financial Management Association
2008 The Stock Market Valuation of Intangible Expenditures. An Empirical Examination of US Net Firms 31st European Accounting Association
2008 The Effect of Relationship Lending on Credit Availability and Firm Performance: Evidence from Panel Dataset of Small and Medium Size Enterprises
Faculdade de Economia da Universidade do Porto
2006 O Controlo de Gestão – Uma Perspetiva Empresarial VIII Reunião Nacional de Hematologia dos Hospitais Distritais
Centro Hospitalar da Cova da Beira
2005 A Relevância das Perdas para Efeitos de Avaliação 4th International Conference Iberoamerican Academy of Management
2002 Um Modelo Dinâmico) sobre os Determinantes da Estrutura de Capitais das Empresas Industriais Portuguesas III Encontro Ibero Americano de Finanças e Sistema de Informação
2001 Do Portuguese SME follow the Pecking Order Theory? Annual Meeting of the Association for Global Business
2000 Os Determinantes da Estrutura de Capital das PME Industriais portuguesas
Bolsa de Valores de Lisboa e Porto e Instituto de Mercado de Capitais
1999 The Determinants of Capital Structure Decisions in Portuguese Industrial SME 29th European Small Business Seminar
1999 The Determinants of Capital Structure Decisions in Portuguese Industrial SME 22nd ISBE National Small Firms Policy and Research Conference Growth and Development

Supervision

Thesis Title
Role 		Degree Subject (Type)
Institution / Organization
2025 - Current Supervision of the master's thesis of the graduate Carlos Aliu Baro Balde, to obtain a master's degree in Finance and Accounting from the University of Beira Interior (UBI) and entitled “The Role of Multiples in Company Valuation: The Nvidia Corporation Case”
Supervisor
2025 - Current Supervision of the master's thesis of the graduate João Pedro Torrão Carloto Caldeira to obtain a master’s degree in management from the University of Beira Interior (UBI) and entitled” Como a performance determina a estrutura de capital dos Centros Tecnológicos em Portugal”
Supervisor
2025 - Current Supervision of the master's thesis of the graduate Francisco Vicente Oliveira to obtain a master’s degree in finance and accounting from the University of Beira Interior (UBI) and entitled “O Impacto das Fintech na Banca Tradicional”
Supervisor
2025 - Current Supervision of the master's thesis of the graduate Firmino José Gonçalves, to obtain a master’s degree in finance and accounting from the University of Beira Interior (UBI) and entitled O “Mecanismo de Autoliquidação do IVA em Portugal: Enquadramento Jurídico, Aplicação Prática e Proposta de Extensão ao Setor Agrícola”
Supervisor
2024 - Current Supervision of the master's thesis of the graduate Carolina Pinho Correia, to obtain a master's degree in management from the University of Beira Interior (UBI) and entitled "Relationship between capital structure and the performance of companies".
Supervisor
2024 - Current Supervision of the PhD thesis of the master student Natália Chitaka Lutukuta Alicerces, to obtain the PhD in management by University of Beira Interior title “O Impacto do microcrédito na economia: o empreendedorismo feminino em Angola”
Supervisor
2024 - Current Supervision of the PhD thesis of the master student João Rui Loureiro Moita to obtain the PhD in management by University of Beira Interior title “A estrutura de Governance das Misericórdias Portuguesas”
Supervisor
Universidade da Beira Interior, Portugal
2022 - Current Supervision of the PhD thesis of the master student Wilson Eduardo Ikeda, to obtain the PhD in management by University of Beira Interior and Universidade Presbeteriana Mackenzie (UPM) title ““Cultural dimensions and behavioral finance: cross-national evidence of investor biases” with Prof. Dennis Forte da UPM - 2026
Co-supervisor
2021/03 - Current Financial Literacy and its Impacts on Entrepreneurship Motivations
Co-supervisor
 3 cycle of management (PhD)
Universidade da Beira Interior, Portugal
2021/03 - Current Performance, Organization and Financing as factors of Hospital Competitiveness/ Performance, Organização e Financiamento enquanto fatores de Competitividade Hospitalar
Co-supervisor
 3 cycle of management (PhD)
Universidade da Beira Interior, Portugal
2021 - Current Supervision of the PhD thesis of the master student Helena Susana Amaral Geraldes, to obtain the PhD in management by University of Beira Interior title “Essays on Microcredit: the role of microcredit in promoting entrepreneurial activities, financial inclusion and financial literacy” (co-supervisor Prof. Mário Augusto – FE-UC).
Supervisor
2020/07 - Current Capital structure and company performance-Evidence from Portuguese SMEs/ Estrutura de Capital e performance das empresas-Evidências de PMEs portuguesas
Co-supervisor
 2 cycle of management (Master)
Universidade da Beira Interior, Portugal
2019 - Current Essays on Microcredit: the role of microcredit in promoting entrepreneurial activities, financial inclusion and financial literacy
Co-supervisor
 Gestão (PhD)
Universidade da Beira Interior, Portugal
2019 - Current The family influence on firm performance: new insights
Supervisor
 Gestão (PhD)
Universidade da Beira Interior, Portugal
2017 - Current Capital asset pricing model (CAPM) and Fame and French FIVE Factors: New empirical evidence/Modelos de equilíbrio de ativos financeiros - capital asset pricing model (CAPM) e de 5 fatores de fama e french: novas evidências empíricas
Supervisor
 Gestão (PhD)
Universidade da Beira Interior, Portugal
2019 - 2020 Microcredit : Literature and Effectiveness to Reduce Micro and Small Firms¿ Financial Constraints
Co-supervisor
2019 - 2020 Microfinance: A Theoretical and Empirical Assessment
Co-supervisor
2017 - 2017 The determinants of debt: New empirical evidence/Os determinantes da dívida: Novas evidências empíricas
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2014 - 2017 Enterprises Evaluation and Volatility in Euronex 100
Supervisor
 Doutoramento em Gestão (PhD)
Universidade da Beira Interior, Portugal
2015 - 2015 Capital structure decisions in Portuguese Industrial SMEs/Decisões de estrutura de capitais nas PMEs Industriais Portuguesas
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2015 - 2015 Relationship between the Capital Structure and its impact on the Performance of companies in the EURONEXT100 market / Relação entre a Estrutura de Capital e o seu impacto sobre a Performance das empresas do mercado EURONEXT100
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2013 - 2015 The effect of family influence on performance: Empirical evidence in Portuguese family businesses/O efeito da influência da família no desempenho: Evidência empíricas nas empesas familiares portuguesas"
Supervisor
 Doutoramento em gestão (PhD)
Universidade da Beira Interior, Portugal
2014 - 2014 Trade Credit, inventories and contagion effect: Evidence from Portuguese SME
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2014 - 2014 Capital Structure Decisions in Industrial SMEs: A Life Cycle Approach/As Decisões sobre a Estrutura de Capital nas PME Industriais: Uma Abordagem do Ciclo de Vida
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2013 - 2014 Trade Credit Inventories and contagion effect: Evidence from SME
Supervisor
 gESTÃO (Master)
Universidade da Beira Interior, Portugal
2013 - 2014 Liquidity determinants: Evidence in SMEs and Growth Companies/Determinantes de liquidez: Evidência nas PME e nas Empresas de Crescimento
Supervisor
 Economia (Master)
Universidade da Beira Interior, Portugal
2013 - 2014 Capital structure decisions in industrial SMEs: A life cycle approach/As decisões sobre a estrutura de Capital nas PME industriais: Uma abordagem do ciclo de vida
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2012 - 2013 The impact of the New Basel Capital Accord on the granting of credit to small and medium-sized companies/O impacto do Novo Acordo de Capital de Basileia na Concessão de Crédito a Pequenas e Médias Empresas
Supervisor
 Gestão (Master)
Universidade da Beira Interior Centro de Investigação em Ciências da Saúde, Portugal
2012 - 2013 The importance of Spread and Guarantees in the Granting of Credit to Small and Medium Enterprises/A importância do Spread e das Garantias na Concessão de Crédito às a Pequenas e Médias Empresas
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2012 - 2013 Determianantes do Trade Credit nas PME Portuguesas
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2012 - 2012 Essays on banking credit acquisition: evidences from SMEs operating in adverse context. - Collateralizations, mutual guarantees and borrowing discouragement.
Supervisor
 Economia (PhD)
Universidade da Beira Interior, Portugal
2012 - 2012 Accounting fundamentals and volatility in the Euronext 100 index
Supervisor
 Economia (PhD)
Universidade da Beira Interior, Portugal
2011 - 2012 The financial determinants of corporate cash holding: Evidence from of growing firms
Supervisor
 Economia (Master)
Universidade da Beira Interior, Portugal
2011 - 2012 Credit Constraints and Small Business Credit Availability
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2011 - 2012 The Manipulation of Accounting Results: A Literature Review/A Manipulação dos resultados contabilísticos: Uma Revisão da Literatura
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2010 - 2011 The Role of Collateral and Relationship Lending In Loan Pricing: Evidence From United Kingdom SMEs
Supervisor
 Economia (Master)
Universidade da Beira Interior, Portugal
2009 - 2010 Determinants of Default: Empirical Evidence from Portuguese Small and Medium-Sized Manufacturing Firms
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2009 - 2010 Corporate Governance and Performance in Public Listed, Family-Controlled Firms: An Empirical Evidence from Italian Corporate Sector
Supervisor
 Gestão (Master)
Universidade da Beira Interior Centro da Ciências e Tecnologias Mecânicas e Aeroespaciais, Portugal
2009 - 2010 Trade Credit and Bank Information Monopoly: An Empirical evidence from Portuguese Small Medium Size Enterprises
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2008 - 2009 Performance, Valuation and Capital Structure: A Survey of Family Firms
Supervisor
 Gestão (Master)
Universidade da Beira Interior, Portugal
2008 - 2009 The Characteristics of Takeovers Targets: The France and Germany Experience 2000-2007
Supervisor
 Economia (Master)
Universidade da Beira Interior, Portugal
2007 - 2008 Does Trade Credit Facilitate Access to Bank Finance? An Empirical Evidence from Portuguese and Spanish Small Medium Size Enterprises
Supervisor
 Economia (Master)
Universidade da Beira Interior, Portugal

Event organisation

Event name
Type of event (Role) 		Institution / Organization
2016/01/01 - 2016/01/01 Integrou a comissão organizadora da 9th Portuguese Finance Conference (2016/01/01)
Conference (Member of the Scientific Committee)
2007/01/01 - 2007/01/01 5.º Seminário Luso-Espanhol de Economia Empresarial (2007/01/01)
Congress (Member of the Organising Committee)
2002/01/01 - 2002/01/01 do 2.º Seminário Luso-Espanhol (2002/01/01)
Conference (Member of the Organising Committee)

Jury of academic degree

Topic
Role 		Candidate name (Type of degree)
Institution / Organization
2025 Discussion, in November 2025 of the doctoral thesis of António Pedro Almeida Antunes Coelho to obtain the degree of PhD Ph.D in Management from University of Minho – School of Economic and Management (UM – SEM) entitled The role of earnouts in Mergers and Acquisitions. Advisor: Prof. Gilberto Ramos Loureiro (UM – SEM).
(Thesis) Main arguer
 Pedro Almeida Antunes Coelho (PhD)
2025 Alternat member, in September 2025 of the doctoral thesis of Vinicius Pereira dos Santos to obtain the degree of PhD in Controladoria e Finanças Empresariais from Universidade Presbiteriana Mackenzie (UPM) entitled O efeito das práticas de sustentabilidade no desempenho financeiro do setor bancário Advisor: Prof. Michele Nascimento Jucá (UPM) and Prof. Zelia Serrasqueiro (Universidade da Beira Interior)
Thesis Member
 Vinicius Pereira dos Santos (PhD)
2025 Discussion, in August 2025 of the master thesis of Karina Robial to obtain the degree of master’s in administration from Universidade Presbiteriana Mackenzie (UPM), entitled “O impacto da covid na concessão de crédito bancário” Advisor: Profa. Michele Nascimento Jucá (UPM).
(Thesis) Main arguer
 Karina Robial (Master)
2025 Discussion, in May 2025 of the master thesis of Rafael Pedro Louro to obtain the degree of de master’s in Engineering and Industrial Management from University of Beira Interior (UBI) entitled “Relações Dinâmicas entre Mercados de Energias Fósseis, Empresas de Energias Renováveis e Empresas de Tecnologias: Uma Abordagem Ardl”. Advisor: Prof. João Dionísio Monteiro (UBI)
(Thesis) Main arguer
 Rafael Pedro Louro (Master)
2025 Discussion, in April 2025 of the master thesis of Francisco Bernardo Lopes Baptista dos Santos to obtain the degree of master´s in Engineering and Industrial Management from University of Beira Interior ( (UBI) entitled “Desempenho do sector de energias renováveis e o sector de tecnologias, o preço do petróleo e taxas de juro: Uma abordagem de Cointegração ARDL utilizando o teste dos Limites”. Advisor: Prof. João Dionísio Monteiro (UBI)
(Thesis) Main arguer
 Francisco Bernardo Lopes Baptista dos Santos (Master)
2024 Discussion, in February 2024 of the doctoral thesis of Hugo Garbe to obtain the degree of PhD in Controladoria e Finanças Empresariais from Universidade Presbiteriana Mackenzie (UPM) entitled Vieses de excesso de confiança e aversão às perdas no contextodo mercado do agronegócio: Um Estudo sobre o uso de Cartões de Crédito Private Label. Advisor: Ana Maria Roux (UPM)
(Thesis) Main arguer
 Hugo Garbe (PhD)
2024 Discussion, in June 2024 of the doctoral thesis of Bruno Miguel Pereira Torres to obtain the degree of PhD in Management from University of Beira Interior (UBI) entitled “Ensaio sobre o Crowdfunding em Portugal.Sistema de Financiamento?” Advisor: Prof. Zélia Serrasqueiro Teixeira and Prof. Márcio de Oliveira (Intituto Politecnico de Leira)
(Thesis) Arguer
 Bruno Miguel Pereira Torres (PhD)
2024 Argument, in June 2024, of the master's thesis of Jackson Luís da Silva Santos, to obtain a master's degree in finance and accounting at Mackenzie Presbyterian University (UPM) entitled "Proposal for a model for measuring the performance of state revenue in contractual arrangements of privatized public services", Advisor: prof. Ana Maria Roux (UPM).
(Thesis) Main arguer
 Jackson Luís da Silva Santos (Master)
2024 Argument, in March 2024, of the thesis of Patrícia Moreira Alves, to obtain a master's degree in Finance & Accounting from the University of Beira Interior (UBI) and entitled "Fraud and tax evasion: Repercussion of legislation to combat fraud and tax evasion in the restaurant and hotel sectors. Advisor: Prof. João Monteiro and Dr. Paulo Seguro.
(Thesis) Main arguer
 Patrícia Moreira Alves (Master)
2023 Discussion, in February 2023, of LOU Hao's PhD thesis for the degree of Doctor in Management by ISCTE – IUL University Institute of Lisbon and entitled "The Impact of Government Support to Enterprises in Emerging Industries – The Case of Shenzhen". Advisor: Prof. José Paulo Esperança. Awaiting defense: 02/27/2023.
(Thesis) Main arguer
 LOU Hao's (PhD)
2023 Argument, in November 2023, of the master's thesis of João Alberto Morais Rodrigues Ferreira da Silva, to obtain a master's degree in Master's Degree in Financial Analysis, by the Higher Institute of Accounting and Administration of Lisbon (ISCAL) and entitled "On the Asymmetry in the Volatility of Exchange Traded Funds SPY and VWO". Advisor: prof. Sónia Bentes (ISCAL).
(Thesis) Main arguer
 João Alberto Morais Rodrigues Ferreira da Silva (Master)
2023 Argument, in November 2023, of the master's thesis of Luís Miguel Figueiredo do Amaral Martins to obtain the master's degree in Master's Degree in Financial Analysis, by the Higher Institute of Accounting and Administration of Lisbon (ISCAL) and entitled "Contagion in the financial markets of the G7 countries". Advisor: prof. Sónia Bentes (ISCAL).
(Thesis) Main arguer
 Luís Miguel Figueiredo do Amaral Martins (Master)
2023 Discussion, in July 2024 of the master thesis of Abraham Christopher Okwuarinmato obtain the degree of de master’s in management of health Units from University of Beira (UBI) entitled “Public Versus Private Hospitals: Sources and Constraints of Financing Public Healthcare Units:A Case Study of Hospitals in the Delta State of Nigeria. Advisor: Prof. João Dionísio Monteiro (UBI)
(Thesis) Main arguer
 Abraham Christopher Okwuarinmato (Master)
2023 Arguência, March 2023, from Eduardo Caroça's thesis. to obtain a master's degree in Economics, from the University of Beira Interior (UBI) and entitled "Transmission of volatility and co-movements between financial markets and the oil market". Advisor: Prof. Dr. João Dionísio Monteiro.
(Thesis) Main arguer
 Eduardo Caroça (Master)
2022/10 A Estrutura de Capital e A Performance das PMEs Industriais Portuguesas
Supervisor
 Suelen Costi Rosa Boranga (Master)
Universidade da Beira Interior Centro da Ciências e Tecnologias Mecânicas e Aeroespaciais, Portugal
2022/01/24 Microfinanças como instrumento de inclusão financeira
(Thesis) Main arguer
 Elsa Assiaty de Lourenço António Agostinho (PhD)
2022 Discussion, in September 2022, of the doctoral thesis of Luís Miguel Nunes Barbosa to obtain the degree of PhD in Management from ISCTE – IUL University Institute of Lisbon and entitled "The role of signaling in the external financing of nascent firms". Advisor: Prof. Mahomed Azzim Gulamhussen.
(Thesis) Main arguer
 Luís Miguel Nunes Barbosa (PhD)
2022 Arguência, in January 2022, of the doctoral thesis of Elsa Assiaty de l. António Agostinho to obtain the degree of PhD in Philosophy in Management at the Higher Institute of Economics and Management (ISEG) and entitled "Microfinance as an instrument of financial inclusion". Advisor: Prof. Raquel Gaspar.
(Thesis) Main arguer
 Elsa Assiaty de l. António Agostinho (PhD)
2022 Arguência, December 2022, of the thesis of Irene Zulmira Bernardo, to obtain a master's degree in Management, by the University of Beira Interior (UBI) and entitled "Financial and Non-Financial
(Thesis) Main arguer
 Irene Zulmira Bernardo (Master)
2021/06/07 The puzzling phenomenon of zero-leverage firms: characteristics and performance of unlevered firms
(Thesis) Arguer
 Flávio Daniel Correia Morais (PhD)
2021/02/15 Management Incentives and Corporate Strategies of Banks
(Thesis) Main arguer
 Alberto Razu (PhD)
2021/02 Perception of traffic safety in school areas: an approach using a multicriteria method
(Thesis) Main arguer
 Diego Vieira dos Santos (Master)
Universidade Federal do Espírito Santo Centro de Ciências da Saúde, Brazil
2021/01/21 Financiamento às PMEs da Indústria Transformadora: Determinantes do lado da procura que influenciam o acesso ao crédito bancário em Moçambique
(Thesis) Main arguer
 Benedito José Murambire Júnior (PhD)
2021 Discussion, in February 2021, of Alberto Razul's doctoral thesis to obtain a PhD degree in Management from ISCTE – IUL University Institute of Lisbon and entitled "Management Incentives and Corporate Strategies of Bank". Advisor: Prof. Mahomed Azzim Gulamhussen.
(Thesis) Main arguer
 Alberto Razul's (PhD)
2021 Member of the PhD jury on June 7, 2021 of the PhD thesis of Flávio Daniel Correia Morais to obtain the PhD Degree in Management at the University of Beira Interior and entitled "The puzzling phenomenon of zero-leverage firms: characteristics and performance of unlevered firms". Advisor: Prof. Zélia Serrasqueiro (UBI).
(Thesis) Arguer
 Flávio Daniel Correia Morais (PhD)
Universidade da Beira Interior, Portugal
2020/01 Determinantes dos desvios orçamentais e o seu impacto na performance das empresas de construção portuguesas
(Thesis) Arguer
 Caropul Capembute Mendes (PhD)
Universidade de Coimbra, Portugal
2020 Arguência, in January 2020, of the doctoral thesis of Benedito José Murambire Júnio, to obtain a PhD degree in Management, specializing in Strategy and Entrepreneurship from ISCTE – IUL University Institute of Lisbon and entitled "Financing SMEs in the Manufacturing Industry: Demand-side determinants that influence access to bank credit in Mozambique". Advisor: Prof. José Paulo Esperança.
(Thesis) Main arguer
 Benedito José Murambire Júnio (PhD)
2020 Argument, in January 2020, of the doctoral thesis of Caropul Capembute Mendes, to obtain the degree of PhD in Management, in the specialty of Strategy, by the Faculty of Economics of the University of Coimbra (FE-UC) and entitled "Determinants of budget deviations and their impact on the performance of Portuguese construction companies". Advisors: Prof. José Manuel Bernardo Vaz Pereira (FE-UC) and Prof. João Pedro Pereira Maia Couto (FE-UC).
(Thesis) Main arguer
 Caropul Capembute Mendes (PhD)
2018 O impacto dos tipos de sistema financeiro, do sistema legal, do sistema de governo empresarial e de outros fatores institucionais do pais do mutuário na taxa de juro de empréstimos sindicados
(Thesis) Main arguer
 Nuno Filipe Lopes Moutinho (PhD)
Universidade do Porto, Portugal
2018 MBOS performance of state owned enterprises: The case of China
(Thesis) Main arguer
 XU Feng (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2018 Behavioral Finance Approach to Resoource Allocation
(Thesis) Main arguer
 Amadú Ly (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2018 Financial Constraints and Firm Behavior: Evidence from Indian Manufacturing Firms
(Thesis) Main arguer
 Sanjeev Kumar (PhD)
National Institute of Industrial Engineering, India
2017 Modelo Estrutural de literacia financeira: Um Estudo Sobre o Comportamento Financeiro Brasileiro Considerando Grupos Com Diferentes Níveis de Conhecimento Financeiro e Autoconfiança
(Thesis) Main arguer
 Thiago Borges Ramalho (PhD)
Universidade Presbiteriana Mackenzie, Brazil
2017 Literácia Financeira e Endividamento Pessoal: Um Estudo com Alunos de Cursos da Área de Negócios
(Thesis) Arguer
 Marcelo Prudêncio de Lima (Master)
Universidade Presbiteriana Mackenzie, Brazil
2016 Literácia Financeira de Educadores: um Estudo na Rede Pública do Município de Sorocaba
(Thesis) Main arguer
 Marcelo Marcelo Nunes Mota (Master)
Universidade Presbiteriana Mackenzie, Brazil
2015 Conflitos de Agência, Mecanismos de Controlo e Performance das Sociedades por quotas e Anónimas de Pequena e Média Dimensão: Um Estudo Empírico no Contexto Português
(Thesis) Main arguer
 Marquinha Teixeira de Carvalho Zinga (PhD)
Universidade de Coimbra, Portugal
2015 Innovation Strategies of Herbal Tea Industry in Guangdong
(Thesis) Main arguer
 Peng Xuetao (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2015 Governance Structure and Performance of Chinese SOEs: The Case of Shcichuan Province
(Thesis) Main arguer
 SHY Yong (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2015 The executive compensation: Pay-for-Performance or Innovation in High-Technology Firms
(Thesis) Main arguer
 Paula Isabel Santos Faria (PhD)
Universidade do Porto, Portugal
2014 The Mechanism of Rural Finance and the Increase of Farmers' Income: a Study of Urban and Rural Regions in China
(Thesis) Main arguer
 He Jie (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2013 Change in Corporate Governance and Tunnelling Behaviour of Controlling Shareholders: The Case of Chinese Listed Companies After the Share Reform
(Thesis) Main arguer
 Liu Shuan (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2013 Low Leverage Policy: Factors that May Influence Debt-Equity Choices
(Thesis) Main arguer
 Joaquim António Martins Ferrão (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2013 Fatores de Sucesso nas PME Excelência. Influência no Desempenho Empresarial
President of the jury
 Alcina Jesus Gonçalves Ferra (Master)
Universidade da Beira Interior, Portugal
2012 Essays on CEO Compensation: Beyond the Anglo-Saxon Public Corporation
(Thesis) Main arguer
 Ivo Nuno Pereira (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2012 Competição, Concentração das Carteiras e Desempenho dos Fundos de Investimento Mobiliário de Ações na União Europeia
(Thesis) Main arguer
 João Carlos Parente Romacho (PhD)
Universidade do Minho, Portugal
2011 The Determinants of Capital Structure: The Case of European Firms
(Thesis) Main arguer
 Carolina Maria Borges Branco da Silva (Master)
ISCTE-Instituto Universitário de Lisboa, Portugal
2011 A influência da Gestão de Riscos Empresariais no Desempenho das PMEs – Análise em Dados Painel das PMEs Líder 2012
(Thesis) Main arguer
 Humberto Carlos Andrade Vaz (Master)
Universidade da Beira Interior, Portugal
2010 Determinantes da Literacia Financeira dos Portugueses Face às Opções de Crédito
(Thesis) Main arguer
 Victor Santos (Master)
Universidade de Coimbra, Portugal
2009 Factores determinantes nas parcerias público-privadas: A aplicação prática em investimentos de âmbito Municipal
(Thesis) Main arguer
 Carlos Manuel Reis Alves Pereira (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2009 Essays on Credit Risk Mangement for Firms
(Thesis) Main arguer
 Samuel Lopes (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2009 Desempenho das Ofertas Públicas de Venda Iniciais e Análise da Eficiência Informacional dos Anúncios de Resultados: O Caso Português
(Thesis) Main arguer
 Pedro Leite Inácio (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2009 Estrutura de Capital das Pequenas e Médias Empresas: Evidência do Mercado Português
(Thesis) Main arguer
 António João Figueiredo Novo (Master)
Universidade de Aveiro, Portugal
2009 Relacionamento entre Dimensão e Sucesso do Investimento: Estudo do Caso Aplicado a Duas Empresas do Sector da Panificação Localizadas na Beira Interior
(Thesis) Main arguer
 Luísa Riscado (Master)
Universidade da Beira Interior, Portugal
2008 Essays on the Efficiency of The Portuguese Capital Markets
(Thesis) Arguer
 Pedro Miguel Ramos Marques da Silva (PhD)
Universidade da Beira Interior, Portugal
2008 Determinantes da Estrutura de Capital das Empresas Cabo Verdianas
(Thesis) Main arguer
 Baltazar dos Santos Ramos (Master)
ISCTE-Instituto Universitário de Lisboa, Portugal
2008 O Impacto da Entrada em Vigor das IFRS na Gestão de Resultados: A Experiência Ibérica
(Thesis) Main arguer
 Pedro Filipe Machado Fernandes (Master)
Universidade do Porto, Portugal
2008 Estrutura de Capitais das PME: Evidência Empírica para Portugal usando Diferentes Métodos de Estimação
(Thesis) Main arguer
 Ana Cristina Mendes Inácio (Master)
Universidade da Beira Interior, Portugal
2007 Theoretical and Empirical Essays on the Heath-Jarrow-Morton Framework
(Thesis) Main arguer
 Luís Oliveira (PhD)
ISCTE-Instituto Universitário de Lisboa, Portugal
2007 Investimento Estrangeiro em Ações: Determinantes, Dinâmicas de Transações e Efeitos nos Preços e Volatilidade do Mercado Português
(Thesis) Arguer
 João Dionísio Monteiro (PhD)
Universidade da Beira Interior, Portugal

Association member

Society Organization name Role
2006 - Current Ordem dos Economistas Membro
2000 - Current Ordem dos Contabilistas Certificados Membro

Committee member

Activity description
Role 		Institution / Organization
2020 - 2020 Membro do Comité Cientifico das XXX Jornadas Luso Espanholas, Instituo Politécnico de Bragança, 5-8 fevereiro, Portugal
Member
 Instituto Politécnico de Bragança, Portugal
2019 - 2019 Membro do Comité Cientifico das XXIX Jornadas Luso Espanholas, Escuela Universitaria de Osuna, 30 janeiro – 2 fevereiro, Espanha
Member
 Escuela Universitaria de Osuna, , Spain
2018 - 2018 Membro do comité científico da 10th Portuguese Finance Network (PFN), ISCTE - IUL, 2-4 julho, Lisboa - Portugal
Member
 ISCTE-Instituto Universitário de Lisboa, Portugal
2018 - 2018 Membro do comité científico da XXVIII Jornadas Luso-Espanholas de Gestão Científica, Instituto Politécnico da Guarda, 7-10 fevereiro, Guarda -. Portugal
Member
 Instituto Politécnico da Guarda, Portugal
2017 - 2017 Membro do comité científico da XXVII Jornadas Hispano-Lusas de Gestión Científica, 1–4 fevereiro, Alicante – Espanha
Member
 Universidade de Alicante, Spain
2016 - 2017 Membro do Conselho da Biblioteca da Universidade da Beira Interior
Member
2013 - 2017 Membro do Conselho da Faculdade de Ciências Sociais e Humanas
Member
 Universidade da Beira Interior, Portugal
2013 - 2017 Membro da comissão de curso do 2.º Ciclo de Economia
Member
 Universidade da Beira Interior, Portugal
2016 - 2016 Membro do comité científico da 9th Portuguese Finance Network (PFN), Universidade da Beira Interior, 22–24 junho, Covilhã - Portugal
Member
 Universidade da Beira Interior, Portugal
2016 - 2016 Membro do comité científico das XXVI Jornadas Luso-Espanholas de Gestão Científica, Escola Superior de Gestão, Idanha-a-Nova & Instituto Politécnico de castelo Branco, 3-6 fevereiro, Portugal
Member
 Instituto Politécnico de Castelo Branco, Portugal
2015 - 2015 Membro do comité científico das XXVI Jornadas Luso-Espanholas de Gestão Científica, 4-7 feveriro, Ourense, Espanha.
Member
 Universidade de Vigo - Campus Ourense, Spain
2015 - 2015 Corredatora do acordo de Cotutela para a Supervisão conjunta de teses de doutoramento e dupla titulação entre a Universidade da Beira Interior (Gestão) e a Universidade Presbiteriana Mackenzie (Administração de Empresas)
Coordinator
 Universidade da Beira Interior, Portugal
2014 - 2014 Membro do Comité Cientifico das XXIV Jornadas Luso Espanholas de Gestão Científica, Instituto Politécnico de Leiria, 6–8 fevereiro, Leiria - Portugal.
Member
 Instituto Politécnico de Leiria, Portugal
2013 - 2013 Membro do Comité Cientifico das XXIII Jornadas Hispano-Lusas de Gestão Cientifica, 7–9 fevereiro, Malaga – Espanha
Member
 Universidade de Málaga, Spain
2009 - 2013 Membro da comissão de curso do 2.º Ciclo de Gestão
Member
 Universidade da Beira Interior, Portugal
2009 - 2013 Membro da comissão de curso do 1.º Ciclo de Gestão
Member
 Universidade da Beira Interior, Portugal
2012 - 2012 Membro do Comité Cientifico da IV Encontro Luso-Brasileiro e I Congresso Ibero-Americano de Estratégia, ISCTE – IUL, 12–13 novembro, Lisboa – Portugal.
Member
 ISCTE-Instituto Universitário de Lisboa, Portugal
2012 - 2012 Membro do Comité Cientifico das XXIII Jornadas Hispano-Lusas de Gestão Cientifica, 1- fevereiro, Universidade de Trás-os-Montes e Alto Douro, Portugal.
Member
 Universidade de Trás-os-Montes e Alto Douro, Portugal
2011 - 2011 Membro do Comité Cientifico das XXI Jornadas Hispano-Lusas de Gestão Cientifica, 2-4 fevereiro, Universidade de Sevilha, Espanha
Member
 Universidade de Sevilha, Spain
2010 - 2010 Membro do Comité Cientifico do XXIV Congreso Internacional de Economía Aplicada – ASEPELT, Universidade de Alicante, 16 – 19 junho, Alicante – Espanha
Member
 Universidade de Alicante, Spain
2010 - 2010 Membro do Comité Cientifico da GIRA - Corporate Governance, Innovation, Social and Environmental Responsibility, ISCTE – IUL, 9 setembro, Lisboa – Portugal
Member
 ISCTE-Instituto Universitário de Lisboa, Portugal
2010 - 2010 Membro do Comité Cientifico das XX Jornadas Hispano-Lusas de Gestão Cientifica, 4-5 fevereiro, Instituto Politécnico de Setúbal, Portugal
Member
 Instituto Politécnico de Setúbal, Portugal
2009 - 2009 Membro do Comité Cientifico do XXIII Congresso Internacional de Economia Aplicada ASEPELT, Universidade da Beira Interior, 17–20 junho, Covilhã - Portugal
Member
 Universidade da Beira Interior, Portugal
2007 - 2009 Diretora do 1. Ciclo de Gestão
Director
 Universidade da Beira Interior, Portugal
2008 - 2008 Membro do Comité Cientifico da 5th Portuguese Finance Network (PFN), Faculdade de Economia da Universidade de Coimbra, 10-12 julho, Coimbra - Portugal
Member
 Universidade de Coimbra, Portugal
2008 - 2008 Membro do Comité Cientifico do 2.º Encontro Luso-Brasileiro de Estratégia, ISCTE – IUL, 20–22 novembro, Lisboa - Portugal
Member
 ISCTE-Instituto Universitário de Lisboa, Portugal
2007 - 2007 Membro do Comité Cientifico do 5.º Seminário Luso-Espanhol de Economia Empresarial, Universidade da Beira Interior, novembro, Covilhã - Portugal
Member
 Universidade da Beira Interior, Portugal
2002 - 2002 Membro do Comité Cientifico do 2.º Seminário Luso-Espanhol, Universidade da Beira Interior, abril, Covilhã - Portugal
Member
 Universidade da Beira Interior, Portugal
1999 - 2000 Representante dos assistentes do Departamento de Gestão e Economia na Assembleia de Representantes da Unidade Científico Pedagógica das Ciências Sociais e Humanas
Member
 Universidade da Beira Interior, Portugal

Conference scientific committee

Conference name Conference host
2015 - 2015 United States Association for Small Business and Entrepreneurship Florida
2014 - 2014 12th INFINITI Conference - International Finance Prato – Italia
2014 - 2014 International Interdisciplinbbbary Business Economics Advance Conference (IIBA) Istanbul - Turquia
2013 - 2013 11th INFINITI Conference – The Financial Crisis, Integration and Contagion Aix – en - Proence – França
2012 - 2012 United States Association for Small Business and Entrepreneurship (USASBE) Nova Orleans - Florida – EUA
2011 - 2011 European International Business Academy (EIBA) Bucareste – Roménia
2010 - 2010 European International Business Academy (EIBA) Porto – Portugal
2010 - 2010 8th INFINITI Conference - International Finance Dublin – Irlanda

Course / Discipline taught

Academic session Degree Subject (Type) Institution / Organization
2023 - Current Management Family Firms - 3rd Cycle in Management
2020/02 - Current Business Valuation (ongoing) - 2 Cycle in Finance and Accounting; 2 Cycle in Economics and 2 Cycle in Management 2 Cycle in Finance and Accounting (Mestrado) Universidade da Beira Interior, Portugal
2020/02 - Current Corporate Governance (ongoing) 3.º Cycle in Management 3.º Cycle in Managment (Doutoramento) Universidade da Beira Interior, Portugal
2019/09 - Current Financial Accounting I -1St Cycle in Economics 1.º C. Economia (Licenciatura) Universidade da Beira Interior, Portugal
2017/09 - Current Financial Markets (ongoing) - 2 Cycle in Finance and Accounting; 2 Cycle in Economics and 2 Cycle in Management 2.º C. Economia (Mestrado) Universidade da Beira Interior, Portugal
2019/02 - 2024/06 Financial Accounting II - 1st Cycle in Economics 1.º C. Economia (Licenciatura) Universidade da Beira Interior, Portugal
2019/10 - 2023/02 Corporate Finance Erasmus (Outros) Universidade da Beira Interior, Portugal
2019/02 - 2019/06 Derived and Structured Products - 2nd Cycled in Econometrics 2.º C. Economia (Mestrado) Universidade da Beira Interior, Portugal
2019/02 - 2019/06 Real Options and Business Valuation - 3rd Cycle in Management 3.º C. Gestão (Doutoramento) Universidade da Beira Interior, Portugal
2017/02 - 2017/06 Real Options/Avaliação de Empresas e Opções Reais 3.º C. Gestão (Doutoramento) Universidade da Beira Interior, Portugal
2009 - 2009 Corporate Finance Management Course (pre-Bolonha) Doutoramento (Doutoramento) Universidade de Trás-os-Montes e Alto Douro, Portugal
2007 - 2007 Budget management - Management Course (pre-Bolonha) (Curso Técnico Superior Profissional) Universidade da Beira Interior, Portugal

Evaluation committee

Activity description
Role 		Institution / Organization Funding entity
2020/02/05 - 2020/02/08 XXX Jornadas Luso Espanholas
Evaluator
 Instituto Politécnico de Bragança, Portugal
2018 - 2018 Avaliadora para atribuição do 16.º Prémio de Excelência Académica realizado pela Fucape Business School, Brasil.
Evaluator
 Fucape Business School, Brazil Fucape Business School
2015 - 2015 Avaliadora para atribuição do 13.º Prémio de Excelência Académica realizado pela Fucape Business School, Brasil.
Evaluator
 Fucape Business School, Brazil Fucape Business School
2015 - 2015 Membro do painel de avaliação de reclamações em sede de audiência prévia de Bolsas Doutoramento (BD), Bolsas de Doutoramento Empresas (BDE) e Bolsas Pós-Doutoramento (BPD) para a Fundação para a Ciência e Tecnologia (FCT), concurso de 2015.
Evaluator
 Fundação para a Ciência e a Tecnologia, Portugal Fundação para a Ciência e a Tecnologia
2014 - 2014 Membro do painel de avaliação de Bolsas de Acordos de Cooperação Científica Bilateral com diversos países, visando o intercâmbio de investigadores, inseridos em projetos de investigação conjuntos – Brasil & Fundação para a Ciência e Tecnologia (FCT), concurso de 2014
Evaluator
 Fundação para a Ciência e a Tecnologia, Portugal Fundação para a Ciência e a Tecnologia
2013 - 2013 Membro do painel de avaliação para os Concursos Bolsas de Doutoramento (BD), Bolsas de Doutoramento Empresas (BDE) e Bolsas Pós-Doutoramento (BPD) para a Fundação para a Ciência e Tecnologia (FCT), concurso de 2013
Evaluator
 Fundação para a Ciência e a Tecnologia, Portugal Fundação para a Ciência e a Tecnologia

Journal scientific committee

Journal title (ISSN) Publisher
2021/02 - 2021/04 RAC - Revista de Administração Contemporânea Anpad
2021/02 - 2021/03/31 Journal of Internatiobal Develpoment Wlley
2020/10 - 2021/03 Small Business Economics Springer
2019 - 2019 Journal of Business Research (0148-2963) Elsevier
2018 - 2018 Journal of Corporate Finance (0929-1199) Elsevier
2018 - 2018 Journal of social responsability
2017 - 2017 Journal of Business Finance &amp Accounting (1468-5957) Wiley (Blackwell Publishing)
2017 - 2017 Journal of Small Business and Enterprise Development (1462-6004) Emerald (MCB UP )
2016 - 2016 Small Business Economics (1573-0913) Springer-Verlag
2016 - 2016 Journal of Economic Surveys (1467-6419) Wiley (Blackwell Publishing)
2016 - 2016 Research in International Business and Finance (0275-5319) Elsevier
2016 - 2016 International Journal of Emerging Markets (1746-8809) Emerald (MCB UP )
2015 - 2015 Brazilian Business Review (1808-2386) Fucape Business School
2013 - 2013 Applied Economics Letters (1466-4291) Informa UK (Taylor & Francis)
2013 - 2013 Journal of Applied Accounting Research (0967-5426) Emerald (MCB UP )
2012 - 2013 Review of European Studies (1918-7181) Canadian Center of Science and Education
2012 - 2012 Corporate Governance (1472-0701) Emerald (MCB UP )

Other jury / evaluation

Activity description Institution / Organization
1999 - 2000 Atribuição do prémio Empresa de Sucesso, a empresas com sede no concelho da Covilhã Câmara Municipal da Covilhã, Portugal
Distinctions

Award

2020 EMN Microfinance Research Award 2020
2007 Professor Doutor Rogério Fernandes Ferreira Award
Universidade de Lisboa Instituto Superior de Economia e Gestão, Portugal
2000 PME Valor Award
Instituto de Apoio às Pequenas e Médias Empresas , Portugal
1989 Best student
Prémio D.ª Maria da Luz e José Maria Veiga da Silva Campos Melo. , Portugal

Other distinction

2021 Referee to best paper