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

<p>Late Friday after the close, NHK reported that <a href="https://www.smartkarma.com/entities/359" target="_blank" data-smartkarma-citation="entities:359:1">Japan Post Holdings Co Ltd (6178 JP)</a> was considering buying <a href="https://www.smartkarma.com/entities/19866" target="_blank" data-smartkarma-citation="entities:19866:1">Nomura Real Estate Holdings (3231 JP)</a>, the real estate developer where <a href="https://www.smartkarma.com/entities/742" target="_blank" data-smartkarma-citation="entities:742:1">Nomura Holdings Inc (8604 JP)</a> owns a minority control stake of 35%. </p><p>In response, JP Holdings noted in a <a href="http://contents.xj-storage.jp/xcontents/AS06651/d9ec9e2d/3eee/47f1/b57c/c7b919e038ca/140120170512471644.pdf" target="_blank">release</a> on its website that it is in talks on capital tie-ups with various parties but is not in a place to announce anything. A later NHK online <a href="http://www3.nhk.or.jp/news/html/20170512/k10010979671000.html" target="_blank">article</a> confirmed the content and said that the deal would aim at owning…</p>

Late Friday after the close, NHK reported that Japan Post Holdings Co Ltd (6178 JP) was considering buying Nomura Real Estate Holdings (3231 JP), the real estate developer where Nomura Holdings Inc (8604 JP) owns a minority control stake of 35%. In response, JP Holdings noted in a release on its website that it is in talks on capital tie-ups with various parties but is not in a place to announce anything. A later NHK online article confirmed the content and said that the deal would aim at owning…

Japan Post Holdings - Deal for Nomura Real Estate in the Offing?