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 Index] Light & Wonder (LNW US/AU) US Delisting Event - Updating The Assumptions/Estimates

Quiddity Leaderboard ASX Dec25: Reference Period Ending Soon; Some Surprises Possible

Quiddity STAR 50/100 Dec25 Results: 19/20 Changes Correctly Predicted; ~US$2bn Combined One-Way Flow

Light & Wonder CDIs Replace United Malts in ASX200 - Be Careful Is All I Can Say

Quiddity Leaderboard ASX Dec 23: 5 ASX 200 Changes and Other Large Potential Flow Events (NCM, AKE)

United Malt: Shareholder Vote On 12th Oct

Quiddity Advisors

Event-Driven

<ul>
<li>In August, <a href="https://www.smartkarma.com/entities/light-wonder-inc-7e7d040f-e811-4fb9-9710-796a39af299e" target="_blank" data-smartkarma-citation="entities:40171:1" rel="noopener">Light &amp; Wonder (LNW AU)</a> / <a href="https://www.smartkarma.com/entities/light-wonder-inc" target="_blank" data-smartkarma-citation="entities:36929:1" rel="noopener">Light &amp; Wonder (LNW US)</a> announced that the company would give up its US listing and move to an ASX Primary Listing.</li>
<li>The NASDAQ delisting has been confirmed (as expected) for 12 November. October saw significant CDI conversions. More have come in the last few days. </li>
<li>This creates a significant, and interesting set of index events to track. </li>
</ul>


In August, Light &amp; Wonder (LNW AU) / Light &amp; Wonder (LNW US) announced that the company would give up its US listing and move to an ASX Primary Listing.
The NASDAQ delisting has been confirmed (as expected) for 12 November. October saw significant CDI conversions. More have come in the last few days. 
This creates a significant, and interesting set of index events to track. 


[Quiddity Index] Light & Wonder (LNW US/AU) US Delisting / ASX Relisting Index Event