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

Shinsei EGM:  Govt May Vote AGAINST But Could Shinsei Rig The Vote?

Shinsei Drops Opposition to SBI TOB; A Fascinating Post-Tender Game of 🐔

Shinsei Bank (8303): Does Murakami-San...? Or Doesn't He? That Is The Question.

Shinsei TOB: A Complicated Game of 🐓 Nobody Has Thought About?

Further Shinsei Complications: Glass Lewis Endorses the Poison Pill. Will the FSA Vote?

SBI and Shinsei Responses to the DICJ and an Activist Joins the Party

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Event-Driven

<ul>
<li>This week will see the Shinsei shareholder vote regarding the Poison Pill which will determine whether SBI's Tender Offer to get to 48% will go forward.</li>
<li>Murakami-San and entities own 7.43% of shares out (and 9.16% of voting rights) as of 12 November. </li>
<li>His now-large presence in the shareholder register makes a post-vote outcome <em>much</em> more interesting. </li>
</ul>


This week will see the Shinsei shareholder vote regarding the Poison Pill which will determine whether SBI's Tender Offer to get to 48% will go forward.
Murakami-San and entities own 7.43% of shares out (and 9.16% of voting rights) as of 12 November. 
His now-large presence in the shareholder register makes a post-vote outcome much more interesting. 


Shinsei TOB & Poison Pill - Murakami-San's Presence Makes Things Complicated, But in a FUN 🦄 Way

SBI Shinsei Bank

Shinsei TOB & Poison Pill - Murakami-San's Presence Makes Things Complicated, But in a FUN 🦄 Way