NIBC 2017 Competition Overview & Location Update · PDF fileNational Investment Banking Competition & Conference ... Marketing 4 Respon Wealth Management ... Pitchbook and valuation

National Investment Banking Competition & Conference

NIBC 2017 Competition Overview & Location Update

September 2017

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

National Investment Banking Competition & Conference 2017 2

William

Liaw

Cameron

Strukoff

Sofiia

Salimova

Jane

Li

Beca

Yin

Alexander

Qu

Ali

Geum

Mathilde

Ho

Matheus

Sampaio

Amir

Zanjani

Simon

Hua

Anna

Zynyuk

Name Position Year Experience & Achievements

William 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 Catalyst | 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 | BMO | 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 Canalyst | Canaccord Genuity | Full Undergraduate Major Entrance Scholarship

Amir Zanjani Associate, Conference 3 Mackie Research Capital | Beta Financial Markets | Team Captain Municipal Hockey

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

NIBC 2017 Organizing Team Welcome

The Organizing Team looks forward to welcoming you to the NIBC 2017 Competition & Conference

National Investment Banking Competition & Conference 2017

Invitation to NIBC 2017

3

We would like to invite Undergraduate & Graduate students to the National Investment Banking Competition

FIRST ROUND: 3-week resolution starting October 6th requiring

teams of 4 to produce a Corporate Valuation & Strategic Review

100-page case package with financial model templates &

industry data

FINAL ROUND: 64 finalist teams competing November 29-30th

giving Transaction Advice to a Live Panel of Managing Directors

Competition features authentic current transaction at event with

high-profile keynotes and panelists

Please visit NIBC.ca to register

Upon registering for the First Round, competitors receive online access to video tutorials,

industry templates & interview training at www.nibclive.com

Final Round takes place in Toronto to increase professional engagement and allow

competitors to build a strong professional network

Case structure, models and templates conceptualized by senior investment banking

professionals based on fully authentic transaction scenarios

NIBC 2017 Highlights

http://www.nibclive.com/


Event Overview

CASE DCF, Comparable, Precedent, LBO Valuation | Strategic Client Review | Corporate Finance Transaction

TRAINING Access to Video Tutorials | Industry Templates through Online Competitor Portal

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 Overview (Toronto 2017)

Venue Hyatt Regency

Keynotes 2

Deal Presentations 3

Panels 2

Evening Event EFS Social Club

Student Attendance

Universities 100+

Competitors 1,600

Competition Finalists 200+

Conference Delegates 150

Professional Involvement

Board Members 15

Boardroom Judging 30

Workshops & Panels 25

Wine & Cheese 70

Gala Dinner 120

Total 150

Corporate Partners

Investment Banks 17

Private Equity Firms 4

Asset Management 8

Accounting/Law Firms 5

Industry 9

Total Firms 43

4


World Class Competition

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

Notable Competing Schools

North American Universities

University of Pennsylvania

Columbia University

Stanford University

New York University

Massachusetts Institute of Technology

Cornell University

Yale University

Dartmouth College

UC Berkeley

Queen’s University

University of Western Ontario

University of Toronto

International Universities

London Business School

Cambridge University

University of Oxford

HEC Paris

IE Business School

University of Melbourne

National University of Singapore

Peking University

University of Hong Kong

Chulalongkorn University

Indian Institute of Management

IPADE Business School

Geographic Expansion

160

480588

947

1438

2011 2012 2013 2014 2015

Out of BC BC

Competition Winners

Shizu Okusa 2010 Goldman Sachs

Derek Ching 2010 Goldman Sachs | GMP

Navtej Sidhu 2010 Scotiabank GBM

Jordan Pandoff 2011 BMO Capital Markets

Alex White 2011 TD Securities

Haroon Chaudhry 2011 BMO Capital Markets

Jeremy Beadow 2011 BMO Capital Markets | Scotiabank GBM

Jeff McLay 2012 Onex | CIBC World Markets

Ian Sinclair 2012 TD Securities

Aman Malik 2012 Credit Suisse | BMO Capital Markets

Gregory Jones 2012 BMO Capital Markets

Shaaj Vijay 2012 RBC Capital Markets

Stephen Ou 2012 RBC Capital Markets

Kevin Zhou 2013 Och-Ziff Capital | Goldman Sachs

Kevin Gryp 2013 Silver Lake Partners | Steadfast

Feroz Qayyum 2013 Hellman & Friedman | Evercore Partners

Lewis Peattle 2013 Bain & Company

Ivan Di 2014 RBC Capital Markets | Onex

Mak Doric 2014 Goldman Sachs

Emily Ren 2014 RBC Capital Markets

Nicholas Bigelow 2014 CIBC World Markets

Patrick Fong 2015 Evercore Partners | UBS

Ryan Liu 2015 Evercore Partners

Ryan Yaraghi 2015 Evercore Partners

Stephen Caputo 2015 Barclays

Nolan Lypka 2016 BMO Capital Markets

Olivier Babin 2016 Goldman Sachs

Stephen Toth 2016 Barclays

Luis Spradley 2016 Moelis & Company

5


2017 Timeline

The First Round will take place in October with the Final Round held at the end of November

Registration & Online Preparation

First Round Submission (October 26th)

May – August 2017 September 2017 October 2017 November 2017

Final Round (November, 29-30th)

First Round Release (October 5th)

Skills Development

Online Resources

Valuation & Strategic Overview

Analyst / Associate Perspective

Transaction Advice

Director Perspective

▪ Case preparation resources

▪ Guides, video tutorials, templates

▪ Pitchbook and valuation model

▪ 40-60 teams selected for Final Round

▪ 8-hour resolution for Boardroom Round

▪ Managing Director panel at Gala Dinner

Registration & Preparation (Summer) First Round (3-4 Weeks) Final Round (2 Days)

6


Competitor Preparation Portal

7

Competitors have access to online resources and video tutorials during the preparation period

The NIBC Live video portal provides

video tutorials & templates to

competitors in the 2017 National

Investment Banking Competition, held in

Toronto on November 29-30.

Graduate & undergraduate students may

sign up teams of 2-4 students at

. Upon registering for the First

Round, competitors receive access to

ddddddddddd until November 30th.

A selection of clips can be viewed under

the links provided.

Content for the portal was created by

past organizing team members to provide

competing teams from all backgrounds

with resources to refine their corporate

finance skills.

NIBC.ca.

NIBCLive.com

Training SeriesVideo tutorials by professionals on concepts applied in investment banking

RESEARCHTRANSACTIONSPITCHBOOKSMODELLING TIPSBEST PRACTICES

Interview Training50 model answers to most frequent investment banking interview questions

INTERVIEW ANSWERSONE-PAGE SUMMARYPRACTICE INTERVIEWS

Industry InsightsPresentations by NIBC board members, keynote speakers & past winners

NIBC INTERVIEWSKEYNOTES & DEAL PRESENTATIONSINDUSTRY PANELS

Training Series | Preview Valuation Example | WatchContent Trailer Resume Writing Pitchbooks Case Templates

Corporate Finance

Interview

Fireside Chat

Winning Team

Interview

Download

http://www.nibc.ca/



https://youtu.be/Nhh_MuJWHz8


https://youtu.be/VaORukjmV6c

https://youtu.be/Hx8BWofjCzA

https://youtu.be/sGwpsq4tFIo

https://youtu.be/CbeKEaxGfRc


https://youtu.be/iz9xTUvK3bc

https://youtu.be/i8mSPLmTXv4

https://youtu.be/SDQHqpaQFmk

https://youtu.be/3b30dY2S9xo

https://nibclive.com/wp-content/uploads/2017/04/Historic-Stock-Performance-EA-1.xlsx


Toronto Final Round

8

Ideally-located by financial &

entertainment district (King & Spadina)

Capacity to accommodate all

competitors and dinner for 500 guests

Within walking distance to core

sponsors for boardroom judging

Immediately next to evening venue at

EFS Social Club

The 2017 Final Round will be held at the Hyatt Regency Toronto on November 29-30th

Toronto Final Round: Hyatt Regency

✓

✓

✓

✓

Increased exposure to professional

community and career opportunities

Increased engagement from head offices

Shorter travel for many competitorsHyatt

Regency


Cases

Cases feature realistic transactions based on authentic information and transaction parameters

Research Concepts Assigned to Competitors

Strategic & Financial Rationales for M&A Stock Versus Cash Consideration

Valuation and Stock Price Impact Deferred Payment Structures

Accretion / Dilution, IRR and NPV Metrics Board and Shareholder Approvals

Synergies and Operational Efficiencies Management Incentives and Retention

Levered Financing Structures and Debt Metrics Bid Security and Price Protection Mechanisms

Case Materials (2015 Sample Final Round Case)

Information package with key information and relevant data on EA and Take-Two

Fully-built Excel model with pre-set variable inputs and pre-formatted summary outputs

Director memo from "transaction director" suggesting sequence of analysis and topics of slides

Model Inputs Model Outputs

Premium over Share Price Sensitivities on Forecast Levered/Unlevered IRR and NPV

Earn-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)

Restructuring Acquisition Acquisition MergerValuation Acquisition Financing Valuation

Selected Past Case Topics

Sports Apparel Mining Video GamesGaming Film Telecom & MediaGamingMining

9


Notable Industry Representatives

Many high-profile speakers have volunteered their time to speak to students during the NIBC Final Round

Notable Speakers (2009-2016)

Frank GiustraLions Gate Entertainment

Founder & CEO

Keynote Speaker

Gala Dinner

W. Brett WilsonFirst Energy Capital

Co-Founder & Chairman

Keynote Speaker

Gala Dinner

Ian TelferGoldcorp

Chairman

Keynote Speaker

Gala Dinner

Robert HerjavecShark Tank

Lead Panelist

Keynote Speaker

Wine & Cheese

Peter BrownCanaccord Genuity

Founder & Chairman

Keynote Speaker

Gala Dinner

Noah WintroubJ.P. Morgan

Vice Chairman, IB

Keynote Speaker

Opening

Doug GuzmanRBC Capital Markets

Global Head, IB

Keynote Speaker

Opening

David TrujilloTPG

Head, New Media

Deal Presentation

AirBnB

Curt SigfsteadJ.P. Morgan

Co-Head, Technology

Keynote Speaker

Opening

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 1

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Day 2

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10


History & Growth

Since inception in 2009 NIBC has attained global recognition from renown schools, sponsors & speakers

2009 2011 2013 2015

British Columbia National North America International

25 Finalists

(UBC/SFU)

37 Finalists

160 First Round

(100% CDN)

200 Gala Dinner Guests

(Students & Professionals)

98 Finalists

588 First Round

(20% US, 1% Intl)



200 Finalists

1,438 First Round

(41% US, 16% Intl)



1-Day Event

3 IB Firms Represented

1.5-Day Event

10 Workshops

1 Simulation


2-Day Event

4 Workshops

3 Simulations


2-Day Event

3 Deal Presentations

3 Simulations

21 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)

11


NIBC Board Members

Nicole Dee

Silver Point

(Goldman Sachs)

Analyst

Case Committee

Tracey McVicar

CAI

Private Equity

Managing Partner

Board Member

Kathy Butler

CIBC

World Markets

Managing Director

Board Member

Scott Powell

MDA Training

President

Board Member

Chris Tsoromocos

Trafalgar Partners

(Stern Partners)

Managing Director

Board Member

Rizvan Dhalla

Morgan Stanley

Managing Director

Board Member

Harry Pokrandt

Espresso Capital

(Macquarie)

Managing Director

Board Member

Jordan Anderson

bcIMC

(TD Securities)

Portfolio Manager

Board Member

Philip Chua

Macquarie (2016)

(UBS)

Case & Oversight

Committee Chair

Michael Scott

RBC Capital

Markets

Director

Board Member

Amardeep Chandi

Caspian Capital

(KKR)

(Morgan Stanley)

Analyst

Board Member

David Lam

Macquarie Capital

Associate

Case Committee

Noam Gilead

J.P. Morgan

Associate

Oversight

Committee

Charles Wong

Canaccord

Genuity

Analyst

Oversight

Committee

Nicole Ponto

Jefferies

Analyst

Oversight

Committee

Haroon Chaudhry

BMO Capital

Markets

Associate

Oversight

Committee

Brenden Lee

Oaktree (2016)

(Evercore)

Case Committee

Martin Haakonsen

TD (2017)

Associate

Board Member

NIBC Board Members Case Committee Oversight Committee

Gint Austrins

Global Securities

(UBS)

Equity Analyst

Board Member

Dipak Kamdar

McKinsey & Co.

(RBS)

Associate

Board Member

Board members have supported the competition since inception and served on past organizing teams

12


Year Work Experience

Philip Chua 2010 Macquarie | UBS Investment Bank

Amardeep Chandi 2010 Caspian Capital | KKR | Morgan Stanley

Dipak Kamdar 2010 McKinsey & Co. | Maybank | RBS

Jenny Hu 2010 McKinsey & Co. | Partnerships BC

Noam Gilead 2010 J.P. Morgan | RBC Asset Management

Gint Austrins 2011 Global Securities | UBS Investment Bank

Jacky So 2011 Barclays Capital | BAML

Sean B. McNulty 2011 XIB Financial | CIBC World Markets

Jose A. Gonzalez 2011 Mitsubishi UFJ | Citi | Leith Wheeler

Katherine Barends 2011 Adidas | CIBC Wood Gundy

Martin Eston 2011 RBC Capital Markets | Fulcrum Capital

Carl F. Stange 2012 SEB Investment Bank | Morgan Stanley

Jessica Zhang 2012 Houlihan Lokey | BAML

Amelia Lak 2012 Goldman Sachs | RBC Capital Markets

Sara Keng 2012 TD Securities | CIBC World Markets | KPMG

Andra Bosneaga 2012 RBC Capital Markets | CIBC World Markets

Martin Haakonsen 2012 TD Securities | Elkjop AS

Vina Yiu 2012 BAML | Morgan Stanley

Terence Kwan 2012 McKinsey & Co. | Canaccord Genuity

David Lam 2013 Macquarie Capital | GE Capital

Brenden Lee 2013 Oaktree Capital | Evercore Partners

Jasmin Kirk 2013 Lane Crawford | Rabobank

John Sanden 2013 RBC Capital Markets | Connor, Clark & Lunn

Charles Wong 2013 Canaccord Genuity | HSBC

Carmen Chan 2013 Citi | Global Securities

Piper Hoekstra 2013 Connor, Clark & Lunn | CIBC World Markets

Derek Dodd 2013 KKR | RBC Capital Markets

Jennifer Liu 2013 Goldman Sachs | RBC Capital Markets

Year Work Experience

Garrett Clyne 2014 TD Securities | Bentall Kennedy

Louisa Yeung 2014 Deloitte | TD Securities

McKenzie Milhousen 2014 Morgan Stanley | Goldman Sachs

Taylor Carkner 2014 CIBC World Markets | Fulcra Assets

Chris Wong 2015 BMO Capital Markets | TD Securities

Nicole Dee 2015 Silver Point Capital | Goldman Sachs

Leanne Li 2015 Scotiabank | Sun Life Financial | HSBC

Juliet Zhu 2015 HSBC | Silicon Valley Bank

Sandra Woo 2015 AGF Investments | Global Securities

Clarabel Luk 2015 PwC | Wesgroup Properties

Soroush Karimzadeh 2015 Novarc Technologies | Andritz

Jennifer Jordache 2015 CPPIB | BAML

Karsten Lee 2015 GMP FirstEnergy | HSBC Global Banking

Hovy Qiu 2015 GF Capital | Bank of Communication

Nicole Ponto 2015 Jefferies | CIBC Wood Gundy

Olya Kubliy 2016 RBC Capital Markets

Joseph Liu 2016 Tricor Pacific | Cormark Securities

Lucien Lu 2016 Ardenton Capital | Regimen Capital Partners

Jonathan Young 2016 RBC Global Asset Management

Jamie Farrell 2016 Macquarie Capital

Jessica Ljustina 2016 RBC Capital Markets

Josh Dogor 2016 OTPP

Cameron Strukoff 2017 Scotiabank GBM | Morgan Stanley

William Liaw 2017 Barclays Capital | HSBC GBM

Mathilde Ho 2017 Scotiabank GBM | Canalyst

Matheus Sampaio 2017 Scotiabank GBM

Alexander Qu 2017 Nomura | Macquarie Capital

Beca Yin 2017 HSBC GBM

Organizing Team Network

NIBC is also supported by a global network of past organizing team members

13


Canadian Footprint

Competition Participation Geographic Distribution Academic Distribution

Eastern

CanadaEastern

Canada

Universities 100+

Competitors 1,600

Competing Teams 400

Western

CanadaEastern

Canada

Western

Canada

Eastern

Canada

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

14


Selected Participating American Schools

Selected Participating International Schools

International Footprint

15


University of British Columbia University of WaterlooQueen’s UniversityUniversity of Western Ontario University of Toronto York University

University of Chicago Dartmouth CollegeCornell UniversityNew York University

University of California,

Berkeley

Columbia University

University of Michigan

Boston University

University of Pennsylvania

University of California, LA Northwestern University Purdue University Georgetown UniversityDuke University

Stanford University Yale University Massachusetts Institute of

Technology

Nyenrode Business

University

London Business School University of Hong KongUniversity of Oxford

Chinese University of Hong Kong University of Melbourne

University of Cambridge

Hong Kong University of

Science & Technology

HEC Paris

National University of

Singapore

IE University

Singapore Management

University

Brown University

City University of Hong KongUniversity of Manchester University of Mumbai Foreign Trade University University of Los AndesIndian School of

Business

Academic Partners

Selected Participating Schools

McGill University


Industry Recognition

Robert Herjavec & NIBC Team

Frank Giustra | Brett Wilson & NIBC Team

Peter Brown & NIBC Team

Corporate Sponsors & Panelists

17


Appendix – Case Examples


Appendix – Case Examples

Documents

NIBC 2017 Competition Overview & Location Update · PDF fileNational Investment Banking Competition & Conference ... Marketing 4 Respon Wealth Management ... Pitchbook and valuation