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

Broadspectrum:  Mattress Mischief Managed

Broadspectrum & Ferrovial:  Politics Makes for Strange Mattressfellows*

Ferrovial's Bid for Broadspectrum: Update

Better-Than-Expected First Half From Broadspectrum, But Contract Risk Drives FVE Downgrade

Ferrovial & Broadspectrum: Rearranging Mattresses

Event-Driven

<p>It has been a long and tiring battle behind the mattresses for both sides. Ferrovial initially bid $A$1.35/share in a hostile approach last December when Broadspectrum was on its knees at A$0.85/share and Broadspectrum was in danger of not winning a big contract with the Australian Department of Immigration and Border Protection. In fact, the renewal of the contract for Nauru &amp; Manus Island Detention Centre got delayed, and put into competition, Broadspectrum got more contracts, the numbers…</p>

It has been a long and tiring battle behind the mattresses for both sides. Ferrovial initially bid $A$1.35/share in a hostile approach last December when Broadspectrum was on its knees at A$0.85/share and Broadspectrum was in danger of not winning a big contract with the Australian Department of Immigration and Border Protection. In fact, the renewal of the contract for Nauru &amp; Manus Island Detention Centre got delayed, and put into competition, Broadspectrum got more contracts, the numbers…

Broadspectrum Ltd

Broadspectrum: One Bump & It's Final