National Investment Banking Competition & Conference · PDF fileNational Investment Banking Competition & Conference 2017 NIBC 2017 Organizing Team Name Position Year Experience &

National Investment Banking Competition & Conference 2017 Initial Academic Partners Engagement

2017 Organizing Team

Suite 300 Graybar Building | 420 Lexington Avenue | New York 10170

March 2017

National Investment Banking Competition & Conference 2017

NIBC 2017 Organizing Team

Name Position Year Experience & AchievementsWilliam Liaw Director, Competition 4 Barclays Capital | HSBC GBM | MVP Soccer Provincial Champions

Cameron Strukoff Director, Case 4 Scotiabank GBM | Morgan Stanley | Team Captain Regional Badminton

Sofiia Salimova Director, Conference 2 AIESEC VP | Russian National Government Award for Academic Excellence

Jane Li Director, Marketing 4 Respon Wealth Management | Founder of Botrich Online Marketplace

Beca Yin Director, Operations 4 HSBC GBM | Finalist in New Silk Road North America Fashion Show

Alex Qu Associate, Case 4 Nomura | Macquarie Capital | Major Entrance Scholarship

Mathilde Ho Associate, Case 3 Scotiabank GBM | 1st place in Dragon Boat Canadian Championships

Matheus Sampaio Associate, Competition 2 Scotiabank GBM | Bronze Medal in International Mathematics and Physics Olympiads

Ali Geum Associate, Competition 2 Canaccord Genuity | Full Undergraduate Major Entrance Scholarship

Amir Zanjani Associate, Conference 3 Beta Financial Markets | Team Captain Municipal Men’s Hockey Team

Anna Zynyuk Associate, Marketing 2 Alpha Investments | Competitive National Dancer for Ukraine

Simon Hua Associate, Media 4 Founder of The Coding Bull Web Development | Founder of Hangr Fashion App

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The 2017 team looks forward to working with you on planning the NIBC 2017 Conference & Competition

NIBC 2017 Organizing Team


Executive Summary

§ The National Investment Banking Competition & Conference (“NIBC”) is in its 9th iteration and has become one of the largest investment banking events for graduate and undergraduate students

— 1,600+ competitors from 100+ schools with close to 50% from US including notable target schools

— Supported by 15+ global investment banks as sponsors, speakers and representatives

— Organized by 12 dedicated undergraduate students from the University of British Columbia, Canada

— Support from active board members in New York at major investment banks and buyside firms

§ Registration will open in early March when further details on competition format and logistics will be released

— First round to take place August-October to provide training opportunities for internship recruiting

— Final round planned for November, ahead of final exams

§ We thank you for your time and hope to have your support as an academic partner for NIBC 2017

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NIBC 2017 Academic Engagement


Event Overview

CASE DCF, Comparables, Precedents, LBO Valuation | Strategic Client Review | Corporate Finance Transaction

COMPETITION Equal Access for All Students | 100+ Universities | 1,600 Competitors | $15,000 Prize Pool

CONFERENCE High-Profile Keynote Speakers | Deal Presentations | Sellside & Buyside Panels

AUDIENCE 400 Students at Final Round | 150 Industry Professionals & Alumni

NIBC CONCEPT (2009-2017)

NIBC was founded on the guiding philosophy of giving students from any background & geography a merit-based opportunity to develop and measure their skills on a global stage

Event Participantion

Event Overview

Venue 5 Star HotelBudget $250,000Keynotes 2Deal Presentations 3Simulations 3Night Event TBD

Student AttendanceUniversities 100+Competitors 1,600Competition Finalists 250Conference Delegates 150

Professional InvolvementBoard 15Judging Panels 30Workshops & Panels 25Wine & Cheese 70Gala Dinner 120

Total 150

Corporate PartnersInvestment Banks 17Private Equity Firms 4Asset Management 8Accounting/Law Firms 5Industry 9

Total Firms 43

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2017 Dates & Location

We are keen to engage potential academic partners early on in the NIBC 2017 planning process

Registration Opening

Qualifying Round Submission

March – August 2017 September 2017 October 2017 November 2017

Final Round

Qualification Round Release

Competition Timeline

Case Creation First Round (4 weeks) Final Round (2 days)Authentic Investment Banking

§ Corporate finance transactions§ Models and datasets§ Instructions

Case Contributors§ Investment banking professionals on

NIBC Board

§ DCF, Trading Comparables, Precedent Transactions, LBOs

§ Pitch book, valuation model and memo

§ 40-60 out of 400 teams selected for final round

§ Model, data sets, Managing Director memo

§ 8-hour time slot to develop boardroom pitch

§ Final presentations to Senior Managing Director at Gala Dinner

AT&T (2016) AT&T’s Acquisition of Starz (2016)

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Case

Cases feature realistic transactions based on fully authentic information and transaction parameters

Research Concepts Assigned to CompetitorsStrategic & Financial Rationales for M&A Stock Versus Cash ConsiderationValuation and Stock Price Impact Deferred Payment StructuresAccretion / Dilution, IRR and NPV Metrics Board and Shareholder ApprovalsSynergies and Operational Efficiencies Management Incentives and RetentionLevered Financing Structures and Debt Metrics Bid Security and Price Protection Mechanisms

Case Material (2015 Case)Information package with key information and relevant data on EA and Take-TwoFully-built Excel model with pre-set variable inputs and pre-formatted summary outputsDirector memo from "transaction director" suggesting sequence of analysis and topics of slides

Model Inputs Model OutputsPremium over Share Price Sensitivities on Forecast Levered/Unlevered IRR and NPVEarn-out on Sales / EBITDA Proportion of Shares versus Cash EPS Accretion / Dilution Size and Timing of Synergies Interest Rate on Corporate Debt Net Debt to EBITDA Ratio

FIFA (Electronic Arts)

Grand Theft Auto (Take-Two)

Valuation Restructuring Buyout AcquisitionValuation Acquisition Valuation Financing

Past Case Topics

Fashion Sports EquipmentMining GamingMining Gaming Gaming Media

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A World Class Competition

NIBC allows students from all backgrounds to measure their skillset on a world stage

Notable Competing Schools

North American Universities

University of PennsylvaniaColumbia UniversityStanford UniversityNew York UniversityMassachusetts Institute of TechnologyCornell UniversityYale UniversityDartmouth CollegeUC BerkeleyQueen’s UniversityUniversity of Western OntarioUniversity of Toronto

International UniversitiesLondon Business SchoolCambridge UniversityUniversity of OxfordHEC ParisIE Business SchoolUniversity of MelbourneNational University of SingaporePeking UniversityUniversity of Hong KongChulalongkorn UniversityIndian Institute of ManagementIPADE Business School

Geographic Expansion

160

480588

947

1438

2011 2012 2013 2014 2015

OutofBC BC

Competition Winners

Shizu Okusa 2010 Goldman SachsDerek Ching 2010 Goldman SachsNavtej Sidhu 2010 Scotiabank GBMJordan Pandoff 2011 BMO Capital Markets Alex White 2011 TD SecuritiesHaroon Chaudhry 2011 BMO Capital MarketsJeremy Beadow 2011 BMO Capital MarketsJeff McLay 2012 OnexIan Sinclair 2012 TD SecuritiesAman Malik 2012 Credit SuisseGregory Jones 2012 BMO Capital MarketsShaaj Vijay 2012 RBC Capital MarketsStephen Ou 2012 RBC Capital MarketsKevin Zhou 2013 Och-Ziff Capital | Goldman SachsKevin Gryp 2013 Silver Lake PartnersFeroz Qayyum 2013 Hellman & Friedman | Evercore PartnersLewis Peattle 2013 Bain & CompanyIvan Di 2014 RBC Capital MarketsMak Doric 2014 Goldman SachsEmily Ren 2014 RBC Capital MarketsNicholas Bigelow 2014 CIBC World MarketsPatrick Fong 2015 Evercore PartnersRyan Liu 2015 Evercore PartnersRyan Yaraghi 2015 Evercore PartnersStephen Caputo 2015 BarclaysNolan Lypka 2016 BMO Capital MarketsOlivier Babin 2016 Goldman SachsStephen Toth 2016 BarclaysLuis Spradley 2016 Moelis & Company

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Notable Industry Representatives

Several high-profile speakers have volunteered their time to speak to students at the NIBC Final Round

Notable Speakers (2009-2016)

Frank GiustraLions Gate EntertainmentFounder & CEO

Keynote SpeakerGala Dinner

W. Brett WilsonFirst Energy CapitalCo-Founder & Chairman


Ian TelferGoldcorpChairman


Robert HerjavecShark TankLead Panelist

Keynote SpeakerWine & Cheese

Peter BrownCanaccord GenuityFounder & Chairman


Noah WintroubJ.P. MorganVice Chairman, IB

Keynote SpeakerOpening

Doug GuzmanRBC Capital MarketsGlobal Head, IB


David TrujilloTPGHead, New Media

Deal PresentationAirBnB

Curt SigfsteadJ.P. MorganCo-Head, Technology


Registration & Refreshments

Overview of Full-Service Investment Bank

Sales and Trading Simulation

Lunch Break

Investment Banking Simulation Private Equity Simulation

Refreshments Break

MDA Simulation Winner Announcements

Transactions Market Update

Competitor Reception

Light Refreshments

Morning Keynote Speech

Investment Banking Deal Presentation

Capital Markets Update

Investment Banking Q&A Panel

Lunch Break

Buy-Side Q&A Panel

Alternative Investments Deal Presentation

Wine & Cheese Keynote Speech

Wine & Cheese Networking

Gala Dinner Keynote & Final Judging Round

Closing Reception for Professionals

Evening Event

Day

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History and Growth

Since 2009, NIBC has attained global recognition from renown schools, sponsors and speakers

2009 2011 2013 2015British Columbia National North America International

25 Finalists(UBC/SFU)

37 Finalists160 First Round

(100% CDN)200 Gala Dinner Guests

(Students & Professionals)

98 Finalists588 First Round

(20% US, 1% Intl) 300 Gala Dinner Guests


200 Finalists1,438 First Round

(41% US, 16% Intl) 500 Gala Dinner Guests


1-Day Event3 IB Firms Represented

1.5-Day Event10 Workshops1 Simulation

6 IB Firms Represented

2-Day Event4 Workshops3 Simulations

12 IB Firms Represented

2-Day Event3 Deal Presentations

3 Simulations21 IB & PE Firms Represented

Teck Resources (President & CEO)CIBC (Regional Co-head)Macquarie (CEO, Canada)

FirstEnergy (Co-Founder)RBC (Head, IB)

CIBC (Co-Head, Wholesale)PH&N (VP, Fixed Income)

Lions Gate (Founder & CEO)JP Morgan (Co-Head of Tech IB)

Shark Tank (Lead Panelist)TPG (Head of New Media)RBC (Managing Director)

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Selected Participating American Schools

Selected Participating International Schools

International Footprint

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Canadian Footprint

Competition Participation Geographic Distribution Academic Distribution

EasternCanadaEasternCanada

Universities 100+

Competitors 1,600

Competing Teams 400

WesternCanada

EasternCanada

WesternCanada

EasternCanada

Western Canada

18%

Eastern Canada

19%US

47%

Asia12%

Europe3%

Other1%

Year 1

Year 2

Year 3

Year 4

MBA

Undergraduate 61%

MBA 39%

Selected Participating Canadian Schools

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NIBC Board Members

Nicole DeeSilver Point (Goldman Sachs)Analyst

Case Committee

Tracey McVicarCAIPrivate EquityManaging Partner

Board Member

Kathy ButlerCIBC World MarketsManaging Director

Board Member

Scott PowellMDA TrainingPresident

Board Member

Chris TsoromocosTrafalgar Partners(Stern Partners)Managing Director

Board Member

Rizvan DhallaMorgan StanleyManaging Director

Board Member

Harry PokrandtEspresso Capital(Macquarie)Managing Director

Board Member

Jordan AndersonbcIMC(TD Securities)Portfolio Manager

Board Member

Philip ChuaMacquarie (2016)(UBS)

Case & Oversight Committee

Michael ScottRBC Capital MarketsDirector

Board Member

Amardeep ChandiCaspian Capital(KKR)(Morgan Stanley)Analyst

Board Member

David LamMacquarie CapitalAssociate

Case Committee

Noam GileadJ.P. MorganAssociate

Oversight Committee

Charles WongCanaccord GenuityAnalyst

Oversight Committee

Nicole PontoJefferiesAnalyst

Oversight Committee

Haroon ChaudhryBMO Capital MarketsAssociate

OversightCommittee

Brenden LeeOaktree (2016)(Evercore)

Case Committee

Martin HaakonsenTD (2017)Associate

Board Member

NIBC Board Members Case Committee Oversight Committee

Gint AustrinsGlobal Securities(UBS)Equity Analyst

Board Member

Dipak KamdarMcKinsey & Co.(RBS)Associate

Board Member

Many board members have been part of NIBC since inception or served on past organizing teams

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Year Work ExperiencePhilip Chua 2010 Macquarie | UBS Investment BankAmardeep Chandi 2010 Caspian Capital | KKR | Morgan Stanley Dipak Kamdar 2010 McKinsey & Co. | Maybank | RBSJenny Hu 2010 McKinsey & Co. | Partnerships BCNoam Gilead 2010 J.P. Morgan | RBC Asset ManagementGint Austrins 2011 Global Securities | UBS Investment BankJacky So 2011 Barclays Capital | BAML Sean B. McNulty 2011 XIB Financial | CIBC World MarketsJose A. Gonzalez 2011 Mitsubishi UFJ | Citi | Leith WheelerKatherine Barends 2011 Adidas | CIBC Wood Gundy Martin Eston 2011 RBC Capital Markets | Fulcrum CapitalCarl F. Stange 2012 SEB Investment Bank | Morgan StanleyJessica Zhang 2012 Houlihan Lokey | BAMLAmelia Lak 2012 Goldman Sachs | RBC Capital MarketsSara Keng 2012 TD Securities | CIBC World Markets | KPMGAndra Bosneaga 2012 RBC Capital Markets | CIBC World MarketsMartin Haakonsen 2012 TD Securities | Elkjop ASVina Yiu 2012 BAML | Morgan StanleyTerence Kwan 2012 McKinsey & Co. | Canaccord GenuityDavid Lam 2013 Macquarie Capital | GE Capital Brenden Lee 2013 Oaktree Capital | Evercore PartnersJasmin Kirk 2013 Lane Crawford | Rabobank John Sanden 2013 RBC Capital Markets | Connor, Clark & LunnCharles Wong 2013 Canaccord Genuity | HSBC Carmen Chan 2013 Citi | Global SecuritiesPiper Hoekstra 2013 Connor, Clark & Lunn | CIBC World MarketsDerek Dodd 2013 KKR | RBC Capital MarketsJennifer Liu 2013 Goldman Sachs | RBC Capital Markets

Year Work ExperienceGarrett Clyne 2014 TD Securities | Bentall KennedyLouisa Yeung 2014 Deloitte | TD SecuritiesMcKenzie Milhousen 2014 Morgan Stanley | Goldman SachsTaylor Carkner 2014 CIBC World Markets | Fulcra AssetsChris Wong 2015 BMO Capital Markets | TD SecuritiesNicole Dee 2015 Silver Point Capital | Goldman Sachs Leanne Li 2015 Scotiabank | Sun Life Financial | HSBC Juliet Zhu 2015 HSBC | Silicon Valley BankSandra Woo 2015 AGF Investments | Global Securities Clarabel Luk 2015 PwC | Wesgroup PropertiesSoroush Karimzadeh 2015 Novarc Technologies | AndritzJennifer Jordache 2015 CPPIB | BAMLKarsten Lee 2015 GMP FirstEnergy | HSBC Global BankingHovy Qiu 2015 GF Capital | Bank of CommunicationNicole Ponto 2015 Jefferies | CIBC Wood GundyOlya Kubliy 2016 RBC Capital Markets Joseph Liu 2016 Tricor Pacific | Cormark SecuritiesLucien Lu 2016 Ardenton Capital | Regimen Capital Partners Jonathan Young 2016 RBC Global Asset ManagementJamie Farrell 2016 Macquarie CapitalJessica Ljustina 2016 RBC Capital MarketsJosh Dogor 2016 OTPPCameron Strukoff 2017 Scotiabank GBM | Morgan StanleyWilliam Liaw 2017 Barclays Capital | HSBC GBMMathilde Ho 2017 Scotiabank GBM | CanalystMatheus Sampaio 2017 Scotiabank GBM Alexander Qu 2017 Nomura | Macquarie CapitalBeca Yin 2017 HSBC GBM

Organizing Team Network

NIBC has been supported by a global network of organizing team members

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NIBC has received strong support from corporate partners, panelists and speakers

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Industry Recognition

Robert Herjavec & NIBC Team

Frank Giustra | Brett Wilson & NIBC Team

Peter Brown & NIBC Team

Documents

National Investment Banking Competition & Conference · PDF fileNational Investment Banking Competition & Conference 2017 NIBC 2017 Organizing Team Name Position Year Experience &