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

Mapletree Revise Scheme - Give MNACT Holders Cash for NAV and a Free Option

Lendlease Global Offering to Buy the Rest of JEM - Big Deal, Cheap, Cheaper Than Peers

Noodling MNACT Vs MCT Deal Risk... Even the Complications Have Complications.

Mapletree Commercial Trust - Heads I Win Tails I Win?

Mapletree Commercial Vs the World (Or at Least S-REIT World). Still Heads I Win Tails I Win

Activist Quarz Objects to Mapletree Merger Terms - A Commentary

SIAS Also Questions MCT/MNACT Merger, Countering/Supporting Quarz

Quiddity Advisors

Event-Driven

Mapletree Pan Asia Commercial Trust / Event-Driven

Mapletree Pan Asia Commercial Trust (MCT SP)

<ul>
<li>Quarz Capital objects to the proposed <a href="https://www.smartkarma.com/entities/mapletree-commercial-trust" target="_blank" data-smartkarma-citation="entities:106:1" rel="noopener">Mapletree Commercial Trust (MCT SP)</a> / <a href="https://www.smartkarma.com/entities/mapletree-north-asia-commercial-trust" target="_blank" data-smartkarma-citation="entities:5127:1" rel="noopener">Mapletree North Asia Commercial Trust (MAGIC SP)</a> as they claim it is damaging to MNACT unitholder interests.</li>
<li>Now they have written a letter to the Monetary Authority of Singapore asking them to <em>Do Something</em> to force MNACT directors to <em>Do Something Different.</em>
</li>
<li>I doubt it comes to anything, but activist-ish letter commentary is my bag so...</li>
</ul>


Quarz Capital objects to the proposed Mapletree Commercial Trust (MCT SP) / Mapletree North Asia Commercial Trust (MAGIC SP) as they claim it is damaging to MNACT unitholder interests.
Now they have written a letter to the Monetary Authority of Singapore asking them to Do Something to force MNACT directors to Do Something Different.

I doubt it comes to anything, but activist-ish letter commentary is my bag so...


Mapletree North Asia Commercial Trust (MAGIC SP)

Quarz Capital Again Objects to the MNACT/MCT Deal - This Time to MAS