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

Invesco Office - Last Index Deletion and Residual Arb

Invesco Real Estate Deal for Invesco Office (3298) Successful - Now For the Aftermath

FTSE EPRA NAREIT Asia ADD Basket - More To Go

FTSE EPRA NAREIT Ground Rule Changes - Impact on J-REITs/Developed Asia Lessors

Quiddity Advisors

Event-Driven

The long saga of the hostile takeover become friendly overbid for <a href="https://www.smartkarma.com/entities/invesco-office-j-reit-inc" target="_blank" data-smartkarma-citation="entities:7414:1" rel="noopener">Invesco Office J Reit (3298 JP)</a> takes its next step on Monday as the TSE indices reduce the FFW of the name in their indices. 
That should engender considerable selling. 
On 18 August, the REIT set its  EGM date for 8 October, which was  as suggested in <a href="https://www.smartkarma.com/insights/invesco-real-estate-deal-for-invesco-office-3298-successful-now-for-the-aftermath" target="_blank" data-smartkarma-citation="insights:55131" rel="noopener">Invesco Real Estate Deal for Invesco Office (3298) Successful - Now For the Aftermath</a> necessary to avoid an unfortunate development in the tax pass-through treatment as a REIT. The details involve both Squeezeout Procedure approvals and possibly, but not necessarily, a change in the Articles to approve a change in the fiscal year end. 
More details on the EGM, and sale timing, impact, and value below.

The long saga of the hostile takeover become friendly overbid for Invesco Office J Reit (3298 JP) takes its next step on Monday as the TSE indices reduce the FFW of the name in their indices. 
That should engender considerable selling. 
On 18 August, the REIT set its  EGM date for 8 October, which was  as suggested in Invesco Real Estate Deal for Invesco Office (3298) Successful - Now For the Aftermath necessary to avoid an unfortunate development in the tax pass-through treatment as a REIT. The details involve both Squeezeout Procedure approvals and possibly, but not necessarily, a change in the Articles to approve a change in the fiscal year end. 
More details on the EGM, and sale timing, impact, and value below. 

Invesco Office Index Deletion Monday 30 Aug