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

S&P/​​​​​ASX Quiddity Leaderboard Sep 2022: Uniti Deletion & Many Other Changes for ASX 200 & 300

S&P/​ASX June 2022 Rebal Final Look and Crown Resorts Replacements

Crown Resorts: Regulatory Approvals Falling Into Place

Quiddity Advisors

Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/uniti-group-ltd" target="_blank" data-smartkarma-citation="entities:29042:1" rel="noopener">Uniti Group Ltd (UWL AU)</a> Scheme Meeting was held Friday, <a href="https://www.asx.com.au/asxpdf/20220715/pdf/45bwmksgwqgcfw.pdf" target="_blank" rel="noopener">approving</a> both General Scheme Resolution and Rollover Shares Scheme unanimously. The MBD Bidco deal is done. </li>
<li>Friday after the close, the S&amp;P DJI Global Index team announced that Uniti would be deleted from the ASX200 21 July at the close.</li>
<li>Gold miner <a href="https://www.smartkarma.com/entities/west-african-resources-ltd" target="_blank" data-smartkarma-citation="entities:18794:1" rel="noopener">West African Resources (WAF AU)</a> was chosen as the replacement. It's a decent-sized inclusion and <em>should</em> have been well-flagged last week but may have been ignored.</li>
</ul>


The Uniti Group Ltd (UWL AU) Scheme Meeting was held Friday, approving both General Scheme Resolution and Rollover Shares Scheme unanimously. The MBD Bidco deal is done. 
Friday after the close, the S&amp;P DJI Global Index team announced that Uniti would be deleted from the ASX200 21 July at the close.
Gold miner West African Resources (WAF AU) was chosen as the replacement. It's a decent-sized inclusion and should have been well-flagged last week but may have been ignored.


S&P/ASX200: West African Resources (WAF) Replaces Uniti (UWL) At 21 July Close