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

Quiddity Advisors

Event-Driven

A week plus ago, Macquarie Infrastructure and GIC <a href="http://philippinesrenewables.com/" target="_blank">announced</a> a partial offer at PHP 7.25/share for <a href="https://www.smartkarma.com/entities/4456" target="_blank" data-smartkarma-citation="entities:4456:1">Energy Development Corp (EDC PM)</a>, for up to 47.5% of EDC's common shares.<a href="https://www.smartkarma.com/profiles/840" target="_blank" data-smartkarma-citation="accounts:840">David Blennerhassett</a> ably discussed the situation in <a href="https://www.smartkarma.com/insights/edc-the-squeeze-is-on" target="_blank" data-smartkarma-citation="insights:12715">EDC - The Squeeze Is On</a>. At the completion of the partial, shares in public hands (ex-FirstGen + Bidders [Macquarie &amp; GIC]) declines to 12.5% of common shares, from 49.4% currently; and squeezed to 8.3% of voting shares. The <a href="http://philippinesrenewables.com/" target="_blank">announcement</a> clearly states it is the intention of…

A week plus ago, Macquarie Infrastructure and GIC announced a partial offer at PHP 7.25/share for Energy Development Corp (EDC PM), for up to 47.5% of EDC's common shares.David Blennerhassett ably discussed the situation in EDC - The Squeeze Is On. At the completion of the partial, shares in public hands (ex-FirstGen + Bidders [Macquarie &amp; GIC]) declines to 12.5% of common shares, from 49.4% currently; and squeezed to 8.3% of voting shares. The announcement clearly states it is the intention of…

EDC PM Voluntary (Partial) Tender Offer - The Arb Grids