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

Event-Driven

The Smartkarma community has published on the CITIC PE "amalgamation" of Biosensors International Group (BIG SP) .First came Kemp Dolliver's pre-announcement take on the situation and the value inherent in <a href="http://www.smartkarma.com/insights/waiting-for-godot-citic" target="_blank">Waiting for Godot (CITIC)</a>.  Then came Arzish Baaquie's piece <a href="http://www.smartkarma.com/insights/was-the-wait-worth-it" target="_blank">Was the Wait Worth It?</a> asking... well.... you get the idea. Less than a week later he put <a href="http://www.smartkarma.com/insights/focus-on-the-fine-print" target="_blank">Focus on the Fine Print</a> discussing possibly overlooked aspects of the Joint Announcement document. I added <a href="http://www.smartkarma.com/insights/big-s-bermuda-triangle" target="_blank">BIG's Bermuda Triangle</a> to talk about the logistics of an amalgamation and asked some <a href="http://www.smartkarma.com/insights/big-questions" target="_blank">BIG Questions</a> about the recent changes to the shareholder registry. My recent take on the situation was that the recent changes both increased the chance of the deal being successful and the likelihood of a bump.Since asking asking "BIG questions", I have had another chance to speak with bankers involved. It was enlightening. My opinion is starting to lean...A little more insight below the fold.

The Smartkarma community has published on the CITIC PE "amalgamation" of Biosensors International Group (BIG SP) .First came Kemp Dolliver's pre-announcement take on the situation and the value inherent in Waiting for Godot (CITIC).  Then came Arzish Baaquie's piece Was the Wait Worth It? asking... well.... you get the idea. Less than a week later he put Focus on the Fine Print discussing possibly overlooked aspects of the Joint Announcement document. I added BIG's Bermuda Triangle to talk about the logistics of an amalgamation and asked some BIG Questions about the recent changes to the shareholder registry. My recent take on the situation was that the recent changes both increased the chance of the deal being successful and the likelihood of a bump.Since asking asking "BIG questions", I have had another chance to speak with bankers involved. It was enlightening. My opinion is starting to lean...A little more insight below the fold. 

Biosensors International

Biosensoring Value