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

Sekisui House Si Residential / Event-Driven

<p>On the 24th of January 2018 after the close, J-REITs <a href="https://www.smartkarma.com/entities/7497" target="_blank" data-smartkarma-citation="entities:7497:1">Sekisui House Reit Inc (3309 JP)</a> ("SHR"), an office and hotel REIT with assets in the three major metropolitan areas of Japan (Tokyo, Osaka, Nagoya), and <a href="https://www.smartkarma.com/entities/16128" target="_blank" data-smartkarma-citation="entities:16128:1">Sekisui House Si Residential (8973 JP)</a> ("SHI") <a href="http://sekisuihouse-reit.co.jp/file/news-39a587f07dd31a3aab281342141b174b67a9b07e.pdf" target="_blank">announced</a> the two REITs' boards had agreed on a purchase-method merger to be implemented May 1st 2018 - a scant 3.5 months away - whereby SHR will issue shares to SHI shareholders and SHR will act as the surviving entity.</p><p>SHI started life in an…</p>

On the 24th of January 2018 after the close, J-REITs Sekisui House Reit Inc (3309 JP) ("SHR"), an office and hotel REIT with assets in the three major metropolitan areas of Japan (Tokyo, Osaka, Nagoya), and Sekisui House Si Residential (8973 JP) ("SHI") announced the two REITs' boards had agreed on a purchase-method merger to be implemented May 1st 2018 - a scant 3.5 months away - whereby SHR will issue shares to SHI shareholders and SHR will act as the surviving entity.SHI started life in an…

Sekisui REITs to Merge - An Extremely Stable (Genius?) Portfolio