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

Nisshin Steel / NSSMC Merger - Whatcha Gonna Do?

Nisshin Steel - JFTC Finally Approves so Deal On!

Nisshin Steel Update:  Climbing Out of Summer's Cellar

Nisshin Steel - Post-Deal "Back End" Cheap Again

Quiddity Advisors

Event-Driven

<p>This deal has been covered extensively since just before the announcement in May last year. We've had Arb Grids, Breakeven Charts, and commentary about anti-trust (see history in Insight Stream). Thus far, the way it has played out should not have surprised readers of the series, though JFTC approval came probably 30 days after I had expected it, indicating submission proposals took longer than expected to get their filing accepted.</p><p>But at the end of January, the JFTC finally approved the deal…</p>

This deal has been covered extensively since just before the announcement in May last year. We've had Arb Grids, Breakeven Charts, and commentary about anti-trust (see history in Insight Stream). Thus far, the way it has played out should not have surprised readers of the series, though JFTC approval came probably 30 days after I had expected it, indicating submission proposals took longer than expected to get their filing accepted.But at the end of January, the JFTC finally approved the deal…

Nisshin Steel - The Tender, Arb Grids, Charts, And A Word About Proration