NIBC 2020 Final Round Invitation...NIBC 2020 Final Round Invitation 11th Annual Global Investment Banking Competition COMPETITION HIGHLIGHTS VANCOUVER TORONTO NEW YORK TEAM EXPERIENCE

NIBC 2020 Final Round Invitation11th Annual Global Investment Banking Competition

COMPETITION HIGHLIGHTS

VANCOUVER TORONTO NEW YORK

TEAM EXPERIENCE

https://www.youtube.com/watch?v=4zyS-mm1P88

https://www.youtube.com/watch?time_continue=2&v=AUX0LrmS9tM&feature=emb_logo

https://www.youtube.com/watch?v=4zyS-mm1P88



National Investment Banking Competition & Conference 2020

BoardTraining

Team Welcome

Primary Competition Contacts

TimVipond

For more information, please contact:

James HuangEric HallTennille RobertsonEric Norman

Director, Corporate RelationsDirector, CompetitionDirector, ConferenceManager, Competition

[email protected]@[email protected]@nibc.ca

(778) 865-9319(604) 700-4120 (604) 671-0593(604) 445-2666

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Board Oversight

Board Representation

PhilipChua

ManagerCompetition

Director Corp. Relations

TennilleRobertson

NinaErdevicki

ManagerConference

DirectorCompetition

JamesHuang

DirectorConference

EricHall

nibc.ca

EricNorman

mailto:[email protected]



NIBC 2020 Final Round Invitation

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Finalist teams from all over the world will measure their skills by analyzing an authentic investment banking transaction opportunity and prepare a live boardroom presentation to panels of senior investment banking professionals

Date Tuesday March 10th, 2020 – Friday March 13th, 2020

Deadline Please register online by Thursday March 20th, 2020

Arrival Time Tuesday March 10th, 2020 before 8pm (ideally 5-6pm)

Location Westin Bayshore Vancouver & Surrounding 5-Star Hotels | 1601 Bayshore Drive, Vancouver, BC V6G 2V4

Confirmation Please accept this offer by confirming your team’s intension to compete by emailing [email protected] copied to [email protected] and [email protected] and registering each team member online by the deadline.

The Organizing Team looks forward to welcoming you to the 11th Annual Global Investment Banking Competition

James HuangNIBC Organizing TeamDirector, Corporate Relations

(778) [email protected]

Eric HallNIBC Organizing TeamDirector, Competition


Eric NormanNIBC Organizing TeamCompetition Manager


Tennille RobertsonNIBC Organizing TeamDirector, Conference


https://nibclive.com/competitor-info/finalroundinvitation/








NIBC Experience

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Boardroom Presentations (Sponsor Offices)8 teams will present in each boardroom with seasoned bankers adjudicating the presentations. The top teams will be advanced to the semi-final round held the following day at the hotel.

Competitor Reception (Hotel)Competitors will have an opportunity to network with judges after the boardroom presentation with food & drinks being served in the hotel ballroom throughout the evening.

Wine & Cheese and Gala Dinner Final Round (Hotel)Over 100 professionals will be attending the Wine & Cheese and Gala Dinner including the Keynote Fireside Chat. A panel of managing directors will be adjudicating the top 4 finalist teams.

Case Resolution (Hotel)Each finalist team is given 6-8 hours to prepare a pitchbook working in a dedicated hotel room. Teams will be provided with a scenario-enabled financial model, datasets and charts.

Panels & Deal Presentations (Hotel)Senior executives will be sharing insights on marquee deals in addition to answering questions from competitors on Buyside and Sellside panels

Group Interviews and Reception (Hotel)Select competitors will have an opportunity to attend interviews receptions with recruiters from various financial centers. All competitors will have an opportunity to socialize with their peers.

Day 1 - Wednesday (Mar 11th, 2020)

Day 2 – Thursday (Mar 12th, 2020)

Case Resolution

*Boardroom Presentations

*Competitor Reception

Day 3 – Friday (Mar 13th, 2020)

*Group Interviews

*Reception

Dinner & Evening Social (9pm-Late)

RefreshmentsOpening Keynote

Investment Banking Deal Presentation

Investment Banking Q&A Panel

Lunch BreakSector Market Update

Buyside Deal Presentation

Buy-Side Q&A Panel

*Wine & Cheese Networking*Gala Dinner Keynote & Final Round

*Evening Event

* Designates professional involvement

National Investment Banking Competition & Conference 2020 5

Final Round Event Package | Please Register and Select Pricing Option Online

Accommodation 3 Nights or 4 Nights Option at Waterfront Luxury Hotel (Quad Capacity)

Food & Drinks 2x Breakfasts, 2x Dinners, 1x Reception, 1x Discounted Buffet, 2x Lunches, 2x Evening Events

Transportation Cab Rides and Limousine Transportation

Competition Ticket Financial Model, Case Package, Boardroom Judging, Printing Service and Gift Bags

Conference Ticket Speeches, Deal Presentations, Sellside & Buyside Panels

Opening Reception Evening Dinner Reception with Live Performance and Food & Drink Tickets

Wine & Cheese Networking Reception with Food & Drink Tickets

Gala Dinner 3-Course Banquet Dinner with Wine at 5-Star Hotel

Evening Event Truffle Fries & Drink Tickets for Night Event

Club Social Complimentary Admission and Drink Tickets to Club Social

Lounge Access Exclusive 4-Day Access to Ivy Rosé Lounge after 7pm

Final Round Event Package

NIBC and its venue partners are pleased to host the Final Round for our 11th anniversary

Preparation Materials & Access

Final Round Preparation Past Final Round Preparation Models and Cases

NIBC Live Portal Ongoing Access to Final Round Templates, Charts, Tutorials and Feedback

Community Finalist Profiles and Social Media Groups

Please confirm your attendance and register online by Thursday, Feb 20th to hold your spot. Please email [email protected] copied to [email protected] for any extenuating circumstances.

https://nibclive.com/competitor-info/finalroundinvitation/




NIBC Overview

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

TRAINING Online Competitor Portal Access | Industry Templates | Financial Models | Video Tutorials

COMPETITION Equal Access for All Students | 200+ Universities | 2,000+ Competitors | +$10,000 Prize Pool

CONFERENCE High-Profile Keynote Speakers | Deal Presenters | Sellside & Buyside Panelists

AUDIENCE Final Round Gala Dinner | 350+ Students | 150+ Industry Professionals & Alumni

NIBC CONCEPT (2007-2020)

NIBC was founded on the guiding philosophy of giving students from any background a merit-based opportunity to develop their careers and be recognized on a global stage

Event Statistics & Participants

Event OverviewVenue 5-StarKeynotes 2

Deal Presentations 3Panels 2

Student AttendanceUniversities 200+

Competitors 2,000

Competition Finalists 250

Conference Delegates 150

Professional InvolvementBoard Members 20Boardroom Judges 40Workshops & Panels 25Wine & Cheese 70Gala Dinner 120

Total 150

Corporate PartnersInvestment Banks 17Private Equity Firms 4Asset Managers 8Accounting/Law Firms 5Corporate Clients 9

Total Firms 43

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Past Industry Representatives

Frank GiustraFounder & CEO

W. Brett WilsonCo-Founder & Chairman

Ian TelferChairman

Robert HerjavecPanelist & Entrepreneur

Noah WintroubVice Chairman, IB

Doug GuzmanGlobal Head, IB

Randy SmallwoodPresident & CEO

Don LindsayPresident & CEO

Patrick MeneleyGlobal Head, IB

Egizio BianchiniVice Chairman, IB

Ryan VoegeliHead, Telecom & Diversified

Paul DonnellyCEO, Canada

David RawlingsCEO, Canada

Darren ThroopPresident & CEO

Michele RomanowPanelist & Entrepreneur

Carrie CookManaging Director

David TrujilloHead, New Media

Tracey McVicarGlobal Head

Kathy ButlerHead, Western Canada IB

Jill LeversageRegional Head, IB

Peter BrownFounder & Chairman

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Curt SigfsteadCo-Head, Technology IB

Fraser HallCo-Founder & Chairman

Notable Past Speakers (2007-2019)

Carrie KirkmanPresident & CEO


Corporate Partners

Select Past Participating Firms

8


Competitors

Select Past Competing Schools

University of PennsylvaniaStanford UniversityColumbia UniversityNew York UniversityMassachusetts Institute of TechnologyCornell UniversityYale UniversityDartmouth CollegeUniversity of MichiganUniversity of ChicagoGeorgetown UniversityJohn Hopkins UniversityUniversity of Notre DameUniversity of TexasUC BerkeleyUCLAUniversity of San DiegoFlorida International University

University of Western OntarioMcGill UniversityQueen’s UniversityUniversity of TorontoHEC MontrealYork UniversityUniversity of WaterlooMcMaster UniversityWilfred Laurier UniversityConcordia UniversityRyerson University

University of British ColumbiaSimon Fraser UniversityUniversity of VictoriaUniversity of Calgary

London Business SchoolCambridge UniversityUniversity of OxfordHEC ParisINSEADCopenhagen Business SchoolUniversity of St GallenEDHEC Business SchoolIE Business SchoolUniversity of Melbourne

Chulalongkorn UniversityPeking UniversityUniversity of Hong KongChinese University of Hong KongCity University of Hong KongNational University of Singapore

Indian School of BusinessIndian Institute of ManagementIPADE Business SchoolUniversidad de Los AndesUniversity of Ljubljana

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Select Past Competition WinnersShizu Okusa 2010 Goldman SachsDerek Ching 2010 Goldman SachsNavtej Sidhu 2010 Scotiabank GBMAlex White 2011 Moelis | TD SecuritiesHaroon Chaudhry 2011 BMO Capital MarketsJeremy Beadow 2011 BMO Capital Markets | Scotiabank GBMJeff McLay 2012 Onex | MoelisIan Sinclair 2012 TD SecuritiesAman Malik 2012 CPPIB | Credit SuisseGregory Jones 2012 CPPIB | BMO Capital MarketsShaaj Vijay 2012 RBC Capital MarketsStephen Ou 2012 RBC Capital Markets | Scotiabank GBMKevin Zhou 2013 Och-Ziff Capital | Goldman SachsKevin Gryp 2013 Steadfast Financial | Silver Lake PartnersFeroz Qayyum 2013 Pershing Square | EvercoreLewis Peattle 2013 Bain & CompanyIvan Di 2014 Onex | RBC Capital MarketsMak Doric 2014 Goldman SachsEmily Ren 2014 HarbourVest Partners | RBC Capital MarketsNicholas Bigelow 2014 Birch Hill | CIBC World MarketsPatrick Fong 2015 TPG Global | EvercoreRyan Liu 2015 Google | EvercoreRyan Yaraghi 2015 Searchlight Capital | EvercoreStephen Caputo 2015 BarclaysNolan Lypka 2016 Moelis | BMO Capital MarketsOlivier Babin 2016 Goldman Sachs | National Bank FinancialStephen Toth 2016 BarclaysImmanuel Palugod 2016 PJT Partners | BlackstoneLuis Spradley 2016 Apollo | MoelisMichael Brown 2017 RBC GLPChristy Ma 2017 RBC Capital Markets


Competitors

Select Past Competing Schools Select Past Competition WinnersHaroon Chaudhry 2011 BMO Capital MarketsJeremy Beadow 2011 BMO Capital Markets | Scotiabank GBMJeff McLay 2012 TorQuest Partners | Onex Ian Sinclair 2012 TD SecuritiesAman Malik 2012 CPPIB | Credit SuisseGregory Jones 2012 BMO Capital Markets | CPPIBShaaj Vijay 2012 RBC Capital MarketsStephen Ou 2012 RBC Capital Markets | Scotiabank GBMKevin Zhou 2013 Long Arc Capital | Goldman SachsKevin Gryp 2013 Steadfast Financial | Silver Lake PartnersFeroz Qayyum 2013 Pershing Square | EvercoreLewis Peattle 2013 Bain & CompanyIvan Di 2014 Onex | RBC Capital MarketsMak Doric 2014 Goldman SachsEmily Ren 2014 HarbourVest Partners | RBC Capital MarketsNicholas Bigelow 2014 Birch Hill | CIBC World MarketsPatrick Fong 2015 TPG Global | EvercoreRyan Liu 2015 Google | EvercoreRyan Yaraghi 2015 Searchlight Capital | EvercoreStephen Caputo 2015 BarclaysNolan Lypka 2016 Moelis | BMO Capital MarketsOlivier Babin 2016 Goldman Sachs | National Bank FinancialStephen Toth 2016 BarclaysImmanuel Palugod 2016 PJT Partners | BlackstoneLuis Spradley 2016 Apollo | MoelisMichael Brown 2017 RBC Capital MarketsChristy Ma 2017 RBC Capital Markets | CIBC Capital MarketsEric Van Hees 2018 Evercore | RBC Capital MarketsTejas Saggi 2018 PJT Partners | CPPIBEmilie Granger 2018 Houlihan Lokey | RBC Capital MarketsKyle Costanzo 2018 Liontree Advisors | J.P. Morgan

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University of PennsylvaniaColumbia UniversityStanford UniversityNew York UniversityMassachusetts Institute of TechnologyCornell UniversityYale UniversityDartmouth CollegeGeorgetown UniversityUC BerkeleyUCLACarnegie MellonJohn Hopkins UniversityCalifornia Polytechnic State UniversityUniversity of San DiegoState University of New YorkFlorida International UniversityUniversity of Wisconsin-MadisonOhio State University

University of Western OntarioMcGill UniversityQueen’s UniversityUniversity of TorontoHEC MontrealUniversity of WaterlooMcMaster UniversityWilfred Laurier UniversityConcordia UniversityRyerson UniversityUniversity of British Columbia

Simon Fraser UniversityUniversity of VictoriaUniversity of CalgaryUniversity of Saskatchewan

London Business SchoolCambridge UniversityUniversity of OxfordNewcastle UniversityHEC ParisEDHEC Business SchoolIE Business SchoolUniversity of Melbourne

National University of SingaporeChulalongkorn UniversityPeking UniversityUniversity of Hong KongChinese University of Hong KongCity University of Hong Kong

Indian School of BusinessIndian Institute of ManagementPutra Business SchoolIPADE Business SchoolUniversidad de Los AndesUniversity of Ljubljana

National Investment Banking Competition & Conference 2020 11

Venues & LocationsN

IBC

2009

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PAN

PAC

IFIC

–SH

ANG

RI-L

A–

HYA

TT–

IVY


Canadian Origin

12

WesternCanada

Select Past Participating Canadian Schools


International Footprint

Year4

13

Select Past Participating European and Asian Schools

Select Past Participating American Schools


Board Members

14

Tracey McVicarCAIPrivate EquityGlobal Head

Board Member

Kathy ButlerCIBC Capital MarketsRegional Head

Board Member

Tim VipondCorporate Finance InstituteCEO(CIBC)

Board Member

Chris TsoromocosTrafalgar Partners(Stern Partners)Managing Director

Board Member

Rizvan DhallaMorgan StanleyManaging Director

Board Member

Harry PokrandtHive BlockchainTechnologies(Macquarie)CEO

Board Member

Jordan AndersonbcIMC(TD Securities)Portfolio Manager

Board Member

Michael ScottRBC Capital MarketsDirector

Board Member

Dipak KamdarGoogle(McKinsey & Co.)Manager

Board Member

Amardeep ChandiCaspian Capital (2017)(KKR)

Board Member

General Board Members

Brenden LeeOaktree (2016)(Evercore)

Board Member

Martin HaakonsenTD (2017)

Board Member

Board Oversight Committee

Philip ChuaMacquarie (2016)(UBS)

Committee Chair

David LamMacquarie CapitalAssociate

Board Member

Noam GileadJ.P. MorganVice President

Board Member

Charles WongCanaccord GenuityAnalyst

Board Member

Olya KubliyRBC Capital MarketsAnalyst

Board Member

Haroon ChaudhryBMO Capital MarketsVice President

Board Member

Gint AustrinsGlobal Securities(UBS)Equity Analyst

Board Member

Nicole PontoJefferiesAnalyst

Board Member


Team Member Responsibilities Compl. Experience & Extracurricular Achievements

James Huang Director, Corporates 2020 BCI | Macquarie Capital | Blair Franklin Capital Partners | ACIIC UBC Chapter

Maori Hayashi Director, Operations 2020 Citigroup Global Corporate and Investment Bank | M&A Cloud | Longbow Consulting

Brandon Jao Associate, Operations 2021 Mackenzie Investments | 3rd Place in JDC West Athletics

Eric Hall Director, Competition 2020 HSBC Global Banking and Markets | Deloitte | Pan American Jiu-Jitsu Competitor / 1st Place BC

Eric Norman Manager, Competition 2020 CIBC Capital Markets | BMO Capital Markets | Canalyst | Character Capital

Nina Erdevicki Manager, Conference 2021 Gravitas Securities | 1st in BC & 7th in Canada in Women’s Tennis

Tennille Robertson Director, Conference 2020 Canaccord Genuity | Founder of Events Media Group

Viktoriya Tsurikova Director, Events 2020 Internal Controller at Longbow Consulting | 1st in Regional Horse Ridding & Russian National Contest

Izabella Shalygina Manager, Conference 2019 Assistant Manager at Pandora | Recipient of Russian National Government Award

Mehtaab Chandi Director, Case 2021 MvC Capital | 1st Place in UBCFA Portfolio Management Competition

Ayush Paliwal Associate, Case 2021 Moelis | BCI | WestPeak Research | Analyst at Sell Side Handbook

Brett Hennessey Associate, Conference 2022 Mackenzie Investments | Multidiscipline Provincial Medallist in Track and Field

Shaurab Hamal Director, Marketing 2021 Grosvenor Group | Strategic Exits | 2x BC Soccer Champion

Angela Co Manager, Conference 2021 QuadReal Property Group | Philippine National Bank | Fund Development Manager at UBC Enactus

Alan Yang Associate, Conference 2022 Deloitte | Four-time Volleyball Provincial Medalist

EricHall

EricNorman

NinaErdevicki

ShaurabHamal

Angela Co

Alan Yang

Conference TeamCompetition Team Case Team Marketing TeamOperations

Organizing Team

15

JamesHuang

MaoriHayashi

BrandonJao

TennilleRobertson

Viktoriya Tsurikova

Izabella Shalygina

Mehtaab Chandi

AyushPaliwal

BrettHennessey


Year Work ExperiencePhilip Chua 2010 Macquarie Capital | UBS Investment BankAmardeep Chandi 2010 Caspian Capital | KKR | Morgan Stanley Dipak Kamdar 2010 Google | McKinsey & Co. | RBSJenny Hu 2010 McKinsey | Partnerships BCNoam Gilead 2010 JP Morgan | RBC Global Asset ManagementGint Austrins 2011 Global Securities | UBS Investment BankJacky So 2011 Barclays | BAML Sean B. McNulty 2011 JP Morgan | CIBC Capital MarketsJose A. Gonzalez 2011 Citigroup | Leith WheelerKatherine Barends 2011 PwC | CIBC Wood Gundy Martin Eston 2011 Morgan Stanley | RBC Capital MarketsCarl 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 Capital MarketsAndra Bosneaga 2012 Birch Hill | CIBC Capital MarketsMartin Haakonsen 2012 Arctic Securities | TD SecuritiesVina Yiu 2012 BAML | Morgan StanleyTerence Kwan 2012 Golden Gate Capital | BridgewaterDavid Lam 2013 Macquarie Capital | GE CapitalBrenden Lee 2013 Oaktree Capital | EvercoreJasmin Kirk 2013 Lane Crawford | Rabobank John Sanden 2013 Connor, Clark & Lunn | RBC Capital MarketsCharles Wong 2013 Ondra Partners | Canaccord GenuityCarmen Chan 2013 Citi | Global SecuritiesPiper Hoekstra 2013 Connor, Clark & Lunn | CIBC Capital MarketsDerek Dodd 2013 Anchorage Capital Group | KKR Jennifer Liu 2013 Ares | Goldman SachsGarrett Clyne 2014 DW Healthcare Partners | TD SecuritiesLouisa Yeung 2014 Deloitte M&A Advisory | TD SecuritiesMcKenzie Milhousen 2014 Morgan Stanley | Goldman SachsTaylor Carkner 2014 National Bank | BMO Capital MarketsChris Wong 2015 Lululemon | BMO Capital MarketsNicole Dee 2015 Cadian Capital | Goldman Sachs

Year Work ExperienceLeanne Li 2015 Scotiabank | HSBC Juliet Zhu 2015 HSBC | Silicon Valley BankSandra Woo 2015 TD Securities | AGF InvestmentsClarabel Luk 2015 PwC | Wesgroup PropertiesSoroush Karimzadeh 2015 Novarc Technologies | AndritzJennifer Jordache 2015 Connor, Clark & Lunn | CPPIB | BAMLKarsten Lee 2015 BMO Capital Markets | GMP FirstEnergyHovy Qiu 2015 GF Capital | CanalystNicole Ponto 2015 Jefferies | CIBC Wood GundyOlya Kubliy 2016 RBC Capital Markets | National BankJoseph Liu 2016 Fulcrum Capital | Tricor Pacific CapitalLucien Lu 2016 Ardenton Capital | IVEST Consumer PartnersJonathan Young 2016 BMO Capital Markets | RBC GAMJamie Farrell 2016 Macquarie Capital | BCIJessica Ljustina 2016 RBC Capital MarketsJosh Dogor 2016 CPPIB | OTPPCameron Strukoff 2017 Scotiabank GBM | Morgan StanleyWilliam Liaw 2017 Goldman Sachs | BarclaysMathilde Ho 2017 Scotiabank GBM | CanalystMatheus Sampaio 2017 Scotiabank GBM Alexander Qu 2017 RBC Capital Markets | Macquarie CapitalAli Geum 2017 CIBC Capital Markets | CanalystSofiia Salimova 2017 Canaccord Genuity | Catalyst CapitalBeca Yin 2017 Scotiabank | HSBC GBM Valerie Tsui 2018 BMO Financial Group | Canaccord GenuityPrithvi Khanna 2018 CIBC Capital Markets | OTPP James Huang 2018 Macquarie Capital | Blair Franklin Capital Eric Hall 2018 HSBC GBM | DeloitteTennille Robertson 2018 Canaccord GenuityNina Erdevicki 2018 Gravitas SecuritiesShaurab Hamal 2018 Grosvenor Group | Strategic Exits Mehtaab Chandi 2018 MvC Capital Maori Hayashi 2018 Citigroup | M&A Cloud

Global Organizing Team Network

16

Documents

NIBC 2020 Final Round Invitation...NIBC 2020 Final Round Invitation 11th Annual Global Investment Banking Competition COMPETITION HIGHLIGHTS VANCOUVER TORONTO NEW YORK TEAM EXPERIENCE