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

Japan Post Bank - Estimating Foreign Ownership and Deal Flowback

Japan Post Bank (7182) - The Flow Calendar

Japan Post Holdings To Effectively "Re-IPO" Japan Post Bank (7182 JP)

Japan Post Bank (7182 JP) Announces Its Re-IPO - Big Offering, Complicated but Big Index Flows

Japan Post Bank (7182 JP) ¥70bn ToSTNeT-3 Buyback

Gravity Works As WeWork Doesn't; Now Plan B

Quiddity Advisors

Event-Driven

<ul>
<li>Tomorrow is BOJ Governor Kuroda's last Monetary Policy Meeting, capping a ten year run as one of the most dynamic central bankers in the world.</li>
<li>Tomorrow is also the day BEFORE the first day on which the <a href="https://www.smartkarma.com/entities/japan-post-bank-co-ltd" target="_blank" data-smartkarma-citation="entities:838:1" rel="noopener">Japan Post Bank (7182 JP)</a> mega offering could price and the last day of bookbuild indications.</li>
<li>I am not saying this is not coincidence, but it is worth thinking about the interplay.</li>
</ul>


Tomorrow is BOJ Governor Kuroda's last Monetary Policy Meeting, capping a ten year run as one of the most dynamic central bankers in the world.
Tomorrow is also the day BEFORE the first day on which the Japan Post Bank (7182 JP) mega offering could price and the last day of bookbuild indications.
I am not saying this is not coincidence, but it is worth thinking about the interplay.


The March BOJ Meeting, April Handover, the Japan Post Bank (7182) Offering, and Follow-On