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

SPH REIT Option Has 1 Week To Go - Look Elsewhere

SPH REIT Offer Goes Unconditional - The Option Now and Index Impacts To Come

SPH Offer Open - Starts to Look Interesting

Quiddity Advisors

Event-Driven

<ul>
<li>The SPH REIT Mandatory Chain Offer resulted in Cuscaden owning 61.68% of <a href="https://www.smartkarma.com/entities/sph-reit" target="_blank" data-smartkarma-citation="entities:5994:1" rel="noopener">SPH REIT (SPHREIT SP)</a> </li>
<li>As per <a href="https://www.smartkarma.com/insights/sph-reit-offer-goes-unconditional-the-option-now-and-index-impacts-to-come" target="_blank" data-smartkarma-citation="insights:71007" rel="noopener">SPH REIT Offer Goes Unconditional - The Option Now and Index Impacts To Come</a>, that meant substantial index downweights to come.  </li>
<li>One of those is today. Watch for a chunk of selling at the close.</li>
</ul>


The SPH REIT Mandatory Chain Offer resulted in Cuscaden owning 61.68% of SPH REIT (SPHREIT SP) 
As per SPH REIT Offer Goes Unconditional - The Option Now and Index Impacts To Come, that meant substantial index downweights to come.  
One of those is today. Watch for a chunk of selling at the close.


SPH REIT Float Drops - Index Impacts To Come (Today and Beyond)