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 M&A/Activism] Sankei REIT (2972)  Extended, and Murakami-San Buys More But...

[Japan M&A/Activism] Murakami Group Jump into Sankei REIT (2972) Complicating Things

[Japan M&A/Activism] Sankei REIT (2972 JP) - Fukuoka Story Changes Again and Murakami Buys More

[Japan M&A/Activism] Sankei REIT (2972) Cancels Previously Announced End-Feb Div - Outcome Murkier

Quiddity Advisors

Event-Driven

<ul>
<li>In January, <a href="https://www.smartkarma.com/entities/tosei-corp" target="_blank" data-smartkarma-citation="entities:11224:1" rel="noopener">Tosei Corp (8923 JP)</a> and GIC launched a TOB on <a href="https://www.smartkarma.com/entities/sankei-real-estate-inc" target="_blank" data-smartkarma-citation="entities:35239:1" rel="noopener">Sankei Real Estate (2972 JP)</a>, the REIT of sponsor Sankei Building, a subsidiary of targeted/beleaguered Fuji Media (4676). </li>
<li>Murakami-San bought a large stake in the REIT, first sending the price up, then blocking the deal. A Fukuoka-based building was written down hard, a dividend promised was revoked.</li>
<li>Post deal-fail, REITs fell as interest rates rose. Murakami-san negotiated with the REIT and its Special Committee. The Fukuoka Green Building is sold.</li>
</ul>


In January, Tosei Corp (8923 JP) and GIC launched a TOB on Sankei Real Estate (2972 JP), the REIT of sponsor Sankei Building, a subsidiary of targeted/beleaguered Fuji Media (4676). 
Murakami-San bought a large stake in the REIT, first sending the price up, then blocking the deal. A Fukuoka-based building was written down hard, a dividend promised was revoked.
Post deal-fail, REITs fell as interest rates rose. Murakami-san negotiated with the REIT and its Special Committee. The Fukuoka Green Building is sold.


[Japan M&A] Murakami Launches Tender on Sankei Real Estate (2972 JP) At ¥125,000/Unit