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

Fuji Soft (9749 JP) - Bain Bids More, The Market Goes Even Higher

KKR ¥8,800 Takeover of Fuji Soft (9749) - Details and Arb Grid

[JAPAN ACTIVISM] KKR Reportedly Plans Takeover of Fuji Soft (9749) - Relief from Activist Pressure

Quiddity Advisors

Event-Driven

<ul>
<li>KKR has launched its deal early to make life difficult for Bain, who has Founding Family support, due diligence, and another hearing with the company to make a Binding Bid.</li>
<li>The combination of Bain's PR on 3 September and the new documents out late last night from KKR and Fuji Soft show a picture of KKR/3D somehow acting coercively.</li>
<li>This is something of a mess. It should become a case study for lawyers/advisors of what NOT to do when a large PE firm approaches you. Expect a bun fight.</li>
</ul>


KKR has launched its deal early to make life difficult for Bain, who has Founding Family support, due diligence, and another hearing with the company to make a Binding Bid.
The combination of Bain's PR on 3 September and the new documents out late last night from KKR and Fuji Soft show a picture of KKR/3D somehow acting coercively.
This is something of a mess. It should become a case study for lawyers/advisors of what NOT to do when a large PE firm approaches you. Expect a bun fight.


Fuji Soft (9749) - KKR Launches Early to Stymy Bain Who Has a Founding Family Tailwind

Fuji Soft Inc

Fuji Soft (9749) - KKR Launches Early to Stymy Bain Who Has a Founding Family Tailwind