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NIBC 2017 | Western Canada Conference
Shangri-La Vancouver, Thursday October 12th, 2017Workshops | Simulations | Panels | Keynotes | Wine & Cheese
National Investment Banking Competition & Conference 2017
Conference Overview
2
▪ The conference program is designed to help students develop industry perspectives, applied skills and connect with
investment banking professionals
▪ NIBC was founded on the guiding principle of providing students from all backgrounds with a unique opportunity to
develop and measure their corporate finance skills on an international stage
Date Thursday October 12th, 2017
Time 9:00am – 6:00pm Workshops | Investment Banking Simulation
6:00pm – 9:00pm Wine & Cheese | Live Entertainment
Location Shangri-La Vancouver
Audience Finance Students & Investment Banking Professionals in Western Canada
Tickets $25 for Competitors1 / $50 for Non-Competitors / $40 for UBC Finance Association | Please visit www.nibc.ca
The National Investment Banking Competition (NIBC) is hosting the 2017 Western Canada Conference to help
students develop industry perspectives and connect them with the professional community
1 Students must separately sign up for the NIBC 2017 Competition and Western Canada Conference; students who sign up for the
Conference first will receive a $25 or $15 discount if they later sign up for the Competition (depending on whether they paid $50 or $40)
National Investment Banking Competition & Conference 2017
Schedule & Topics
3
▪ Research Tools
▪ Financial Analysis and Valuation
▪ Capital Structure and Corporate Finance
▪ Valuation and Transaction Models
▪ Key Model Parameters and Scenarios
▪ Pitchbook Development
▪ Career Insights
▪ Industry Experience
▪ Industry Networking
▪ Live Entertainment
8:30am – 9:00am Registration
9:00am – 9:30am Industry Overview
9:30am – 11:30am Corporate Finance Workshop
11:30am – 12:00pm Opening Address (Kathy Butler, CIBC)
12:00pm – 1:00pm Lunch Break
1:00pm – 4:00pm Investment Banking Simulation
4:00pm – 6:00pm Industry Panels
6:00pm – 9:00pm Wine & Cheese
Shangri-La Vancouver | Thursday October 12th, 2017
National Investment Banking Competition & Conference 2017
NIBC Profile
CASE DCF, Comparable, Precedent, LBO Valuation | Strategic Client Review | Corporate Finance Transaction
TRAINING Access to Industry Templates | Video Tutorials 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 | Wine & Cheese
AUDIENCE 150 Students at Wine & Cheese | 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 Statistics & Participants
Final Round 2017
Venue Hyatt Regency
Keynotes 2
Deal Presentations 3
Panels 2
Evening Event (King Street)
Student Participation
Universities 100+
Competitors 1,600
Competition Finalists 250
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
National Investment Banking Competition & Conference 2017
Competitor Video Portal
5
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
National Investment Banking Competition & Conference 2017
Past NIBC Speakers
Frank GiustraLions Gate
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
6
Robert Herjavec & NIBC Team
Frank Giustra | Brett Wilson & NIBC Team
Peter Brown & NIBC Team
Past Keynote Speakers (2009-2016)
National Investment Banking Competition & Conference 2017
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
(2016)
(Macquarie)
Board Member
Jordan Anderson
bcIMC
(TD Securities)
Portfolio Manager
Board Member
Philip Chua
Macquarie (2016)
(UBS)
Case & Oversight
Committee
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
7
National Investment Banking Competition & Conference 2017 8
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
National Investment Banking Competition & Conference 2017
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
9