OUR PEOPLE

• Main experience gained structuring and developing of new investment funds and investment projects in asset management industry (JSC“Orion Asset Management“), including advising on the setting up and structuring, formation of various alternative investment funds, including private equity, real estate and venture cpaital funds, hedghe funds, funds of funds, private debt, retail funds (UCITS) and other types of investment funds;

• Furthermore, Tomas advised asset managers on issues related with MiFID II regulation, i.e. conduct of business rules in the field of investment scheme management, other various matters regarding to the asset management and capital markets regulation / portfolio management services;

• Solid practise was gained by building full compliance internal mechanisms for the financial markets participants within Lithuania and EU financial markets regulation model;

• Tomas supervised more than seventeen private investments funds managed by investment mangers, from establishment stage till the end of the life cycle;

• Please take into account that Tomas Bagdonas also specializing in general financial services regulatory matters, i.e. AML / CTF, fintech, banks, EMIs, PSPs licensing and other areas related to financial services regulations / compliance mechanism;

• During 5 past years Tomas Bagdonas was able to build strong relationships with - asset managers / financial brokerage companies / electronic money license holders and other types of financial markets participants. He helped these financial markets participants to build the bridge between external financial markets regulation and effective implementation of it, into day-to-day operations;

• Moreover, Tomas gained powerfull know-how working in Lithuania Bank Financial Services Supervision Unit and in TOP – TIER Baltic Law Firms;

• He is educated lawyer in Lithuania and holds bachelor and master degrees in Law (financial services law). During his master studies he wrote master thesis about Financial Markets Participants duties within providing investment services according to MiFID concept. He also educated lawyer in USA, George Washington University Law Faculty.

Personal investment projects:

• Established close-ended real estate investment fund designed for informed investors "Orion London Property Fund" (04/2015);

• Established close-ended real estate investment fund designed for informed investors "Orion RE Development Fund"(08/2015);

• Established close-ended real estate investment company designed for informed investors "Orion Healthcare and Wellness Fund" (09/2016);

• Established open-ended investment fund designed for informed investors "Orion Funds of Hedge Funds" (10/2016);

• Established close-ended real estate investment fund designed for informed investors "ORION Kaunas Opportunity Fund I" (2016);

• Established close-ended real estate investment fund "USA Property Value Fund" (2016);

• Established close-ended private equity investment fund designed for informed investors "Orion Private Equity Fund I" (2017);

• Established close-ended private debt investment fund designed for informed investors “Orion Baltic High Yield SME Fund” (2017).

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