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
National Investment Banking Competition & Conference 2017
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
National Investment Banking Competition & Conference 2017
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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National Investment Banking Competition & Conference 2017
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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National Investment Banking Competition & Conference 2017
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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National Investment Banking Competition & Conference 2017
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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National Investment Banking Competition & Conference 2017
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
Keynote SpeakerGala Dinner
Ian TelferGoldcorpChairman
Keynote SpeakerGala Dinner
Robert HerjavecShark TankLead Panelist
Keynote SpeakerWine & Cheese
Peter BrownCanaccord GenuityFounder & Chairman
Keynote SpeakerGala Dinner
Noah WintroubJ.P. MorganVice Chairman, IB
Keynote SpeakerOpening
Doug GuzmanRBC Capital MarketsGlobal Head, IB
Keynote SpeakerOpening
David TrujilloTPGHead, New Media
Deal PresentationAirBnB
Curt SigfsteadJ.P. MorganCo-Head, Technology
Keynote SpeakerOpening
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 –
Con
fere
nce
& F
inal
Rou
ndD
ay 2
–C
onfe
renc
e &
Fin
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ound
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National Investment Banking Competition & Conference 2017
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
(Students & Professionals)
200 Finalists1,438 First Round
(41% US, 16% Intl) 500 Gala Dinner Guests
(Students & Professionals)
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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National Investment Banking Competition & Conference 2017
Selected Participating American Schools
Selected Participating International Schools
International Footprint
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National Investment Banking Competition & Conference 2017
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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National Investment Banking Competition & Conference 2017
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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National Investment Banking Competition & Conference 2017
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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National Investment Banking Competition & Conference 2017
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