Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL")

BACKGROUND
I have 20+yrs experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies with most of that time spent managing money. 

4 years in fixed income macro, 8 years running internal hedge fund and 4yrs investment banking at Citi in Japan, 3 years running an Asia multi-strat portfolio at a hedge fund, 4+yrs as an independent special situations analyst.

Pan-Asia Catalysts/Events

NZ AIR Rights Almost Done - Discounted Vs Regional "Shut-In" Peers

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/air-new-zealand-ltd" target="_blank" data-smartkarma-citation="entities:815:1" rel="noopener">Air New Zealand (AIR NZ)</a> is the latest airline do a Covid Recapitalisation with a "heavy rights issue" where </li>
<li>The dynamics will likely play out somewhat similarly to the way Singapore Air's did. The initial squeeze and first leg down have. </li>
<li>But that means LOTS of opportunity here for long only, passive, and arbitrageurs alike.</li>
</ul>



Air New Zealand (AIR NZ) is the latest airline do a Covid Recapitalisation with a "heavy rights issue" where 
The dynamics will likely play out somewhat similarly to the way Singapore Air's did. The initial squeeze and first leg down have. 
But that means LOTS of opportunity here for long only, passive, and arbitrageurs alike.


Air New Zealand's Rights Offering - Take Advantage Of the Arb