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

Mori Trust Sogo - Mori Trust Hotel REIT Merger

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mori-trust-sogo-reit-inc" target="_blank" data-smartkarma-citation="entities:8985:1" rel="noopener">Mori Trust Sogo Reit (8961 JP)</a> and <a href="https://www.smartkarma.com/entities/mori-trust-hotel-reit-inc" target="_blank" data-smartkarma-citation="entities:23754:1" rel="noopener">Mori Trust Hotel Reit (3478 JP)</a> will merge at the end of this month. </li>
<li>They pay divs, there is a unit split, then NEWCO. </li>
<li>If you are in the biz and you care, there is a small index thing to do.</li>
</ul>



Mori Trust Sogo Reit (8961 JP) and Mori Trust Hotel Reit (3478 JP) will merge at the end of this month. 
They pay divs, there is a unit split, then NEWCO. 
If you are in the biz and you care, there is a small index thing to do.


Mori Trust Sogo REIT (8961) Small Index Upweight on 27 Feb