nibc 2018-2019 | 10-year anniversary€¦ · nibc 2018-2019 | 10-year anniversary final round...
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NIBC 2018-2019 | 10-Year AnniversaryFinal Round Invitation & Overview
NIBC.ca | Competition Highlights VANCOUVER TORONTO NEW YORK
National Investment Banking Competition & Conference 2018
BoardTraining
Team Welcome
Primary Competition Contacts
Tim
Vipond
For more information,
please contact:Sofiia Salimova
James Huang
Eric Hall
Tennille Robertson
Director, Conference
Director, Operations
Associate Director, Competition
Competition Manager
(604) 396-7445
(778) 865-9319
(604) 700-4120
(604) 671-0593
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Board Oversight
Board Representation
Philip
Chua
Associate Competition
Director Conference
Sofiia
Salimova
Tennille
Robertson
Nina
Erdevicki
Associate Competition
DirectorOperations
James
Huang
DirectorCompetition
Eric
Hall
nibc.ca
National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination
NIBC 2018-2019 Final Round Invitation
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The Final Round will take place from Mar 12th to 15th, 2019 at the Pan Pacific Vancouver. Finalist teams from over 500+ teams
participating in the First Round will be challenged to analyze an authentic investment banking transaction opportunity and prepare a
live boardroom presentation to panels of investment banking professionals.
Date Tuesday March 12th, 2019 – Friday March 15th, 2019
Arrival Date Tuesday March 12th, 2019 before 8pm
Location Pan Pacific Vancouver | 300-999 Canada Place, Vancouver, BC V6C 3B5
Confirmation Please accept this offer by confirming your team’s intension to compete with [email protected] copied to
[email protected] and registering each team member here.
The Organizing Team looks forward to welcoming you to the
National Investment Banking Conference & Competition!
James Huang
NIBC Organizing Team
Director, Operations
(778) 865-9319
Eric Hall
NIBC Organizing Team
Associate Director, Competition
(604) 700-4120
Sofiia Salimova
NIBC Organizing Team
Director, Conference
(604) 396-7445
Tennille Robertson
NIBC Organizing Team
Associate, Competition
(604) 671-0593
National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination
Final Round Program
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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 from the top 5-8 teams will have an opportunity
to attend group interviews and an exclusive reception with
professionals and recruiters from various financial centers.
Day 1 - Wednesday (Mar 13th, 2019)
Day 2 – Thursday (Mar 14th, 2019)
Case Resolution
*Boardroom Presentations
*Competitor Reception
Day 3 – Friday (Mar 15th, 2019)
*Group Interviews
*Reception
Refreshments
Opening Keynote
Investment Banking Deal Presentation
Investment Banking Q&A Panel
Lunch Break
Sector 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 2017 – Strictly Confidential & Not for Public Dissemination 5
Final Round Competition Fee per Person: US$300 + 12% Taxes & Hotel Surcharge ($335 Total)
Hotel Accommodation 3 Nights at Pan Pacific Hotel (Quad Capacity) ✓
Meals & Transportation 2 Breakfasts, 2 Dinners and 1-2 Lunches including Cab Rides ✓
Competition Ticket Financial Model, Case Package, Boardroom Judging, Printing Service and Gift Bags ✓
Conference Ticket Speeches, Deal Presentations, IB & PE Panel ✓
Opening Reception Ticket Evening Dinner Reception with Food & Drink Tickets ✓
Wine & Cheese Networking Networking Reception with Food & Drink Tickets ✓
Gala Dinner Ticket 3-Course Banquet Dinner with Wine at 5-Star Hotel ✓
Evening Event Ticket Complimentary Entrance with Drinks Tickets at High-End Night Venue ✓
Competition Fee Inclusions
NIBC and the Pan Pacific Vancouver are pleased to offer the Final Round for our 10th year anniversary event
Preparation Materials & Access
Final Round Preparation Past Preparation Models and Cases ✓
NIBC Live Portal Extended Access to Final Round Templates, Charts, Tutorials and Feedback ✓
Corporate Finance Institute Accounting, Financial Statement, Financial Analysis, Valuation Course ($244 retail) ✓
Social Media Finalist Profile Booklet and Social Media Group Invitation ✓
Please note we request your team to confirm your attendance and submit the competition fee by Friday, February 15th 2019 to
hold your spot. Please email [email protected] for any extenuating circumstances.
National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination
Event 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 | $15,000 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 (2009-2019)
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 Overview
Venue 5-Star
Keynotes 2
Deal Presentations 3
Panels 2
Student Attendance
Universities 200+
Competitors 2,000
Competition Finalists 250
Conference Delegates 150
Professional Involvement
Board Members 20
Boardroom Judges 40
Workshops & Panels 25
Wine & Cheese 70
Gala Dinner 120
Total 150
Corporate Partners
Investment Banks 17
Private Equity Firms 4
Asset Managers 8
Accounting/Law Firms 5
Corporate Clients 9
Total Firms 43
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National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination
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
Clive JohnsonPresident & 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 (2009-2019)
National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination
Corporate Partners
Select Past Participating Firms
8
National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination
Competitors
Select Past Competing Schools
University of Pennsylvania
Stanford University
Columbia University
New York University
Massachusetts Institute of Technology
Cornell University
Yale University
Dartmouth College
University of Michigan
University of Chicago
Georgetown University
John Hopkins University
University of Notre Dame
University of Texas
UC Berkeley
UCLA
University of San Diego
Florida International University
University of Western Ontario
McGill University
Queen’s University
University of Toronto
HEC Montreal
York University
University of Waterloo
McMaster University
Wilfred Laurier University
Concordia University
Ryerson University
University of British Columbia
Simon Fraser University
University of Victoria
University of Calgary
London Business School
Cambridge University
University of Oxford
HEC Paris
INSEAD
Copenhagen Business School
University of St Gallen
EDHEC Business School
IE Business School
University of Melbourne
Chulalongkorn University
Peking University
University of Hong Kong
Chinese University of Hong Kong
City University of Hong Kong
National University of Singapore
Indian School of Business
Indian Institute of Management
IPADE Business School
Universidad de Los Andes
University of Ljubljana
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Select Past Competition Winners
Shizu Okusa 2010 Goldman Sachs
Derek Ching 2010 Goldman Sachs
Navtej Sidhu 2010 Scotiabank GBM
Alex White 2011 Moelis | TD Securities
Haroon Chaudhry 2011 BMO Capital Markets
Jeremy Beadow 2011 BMO Capital Markets | Scotiabank GBM
Jeff McLay 2012 Onex | Moelis
Ian Sinclair 2012 TD Securities
Aman Malik 2012 CPPIB | Credit Suisse
Gregory Jones 2012 CPPIB | BMO Capital Markets
Shaaj Vijay 2012 RBC Capital Markets
Stephen Ou 2012 RBC Capital Markets | Scotiabank GBM
Kevin Zhou 2013 Och-Ziff Capital | Goldman Sachs
Kevin Gryp 2013 Steadfast Financial | Silver Lake Partners
Feroz Qayyum 2013 Pershing Square | Evercore
Lewis Peattle 2013 Bain & Company
Ivan Di 2014 Onex | RBC Capital Markets
Mak Doric 2014 Goldman Sachs
Emily Ren 2014 HarbourVest Partners | RBC Capital Markets
Nicholas Bigelow 2014 Birch Hill | CIBC World Markets
Patrick Fong 2015 TPG Global | Evercore
Ryan Liu 2015 Google | Evercore
Ryan Yaraghi 2015 Searchlight Capital | Evercore
Stephen Caputo 2015 Barclays
Nolan Lypka 2016 Moelis | BMO Capital Markets
Olivier Babin 2016 Goldman Sachs | National Bank Financial
Stephen Toth 2016 Barclays
Immanuel Palugod 2016 PJT Partners | Blackstone
Luis Spradley 2016 Apollo | Moelis
Michael Brown 2017 RBC GLP
Christy Ma 2017 RBC Capital Markets
National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination 10
Venues & LocationsN
IBC
2009
-2019
|P
AN
PA
CIF
IC–
SH
AN
GR
I-LA
–H
YA
TT
–DRAI’S
National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination
Canadian Origin
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Western
Canada
Select Past Participating Canadian Schools
National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination
International Footprint
Year
4
12
Select Past Participating European and Asian Schools
Select Past Participating American Schools
National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination
Board Members
13
Tracey McVicar
CAI
Private Equity
Global Head
Board Member
Kathy Butler
CIBC
Capital Markets
Regional Head
Board Member
Tim Vipond
Corporate
Finance Institute
CEO
(CIBC)
Board Member
Chris Tsoromocos
Trafalgar Partners
(Stern Partners)
Managing Director
Board Member
Rizvan Dhalla
Morgan Stanley
Managing Director
Board Member
Harry Pokrandt
Hive Blockchain
Technologies
(Macquarie)
CEO
Board Member
Jordan Anderson
bcIMC
(TD Securities)
Portfolio Manager
Board Member
Michael Scott
RBC Capital
Markets
Director
Board Member
Dipak Kamdar
(McKinsey & Co.)
Manager
Board Member
Amardeep Chandi
Caspian
Capital (2017)
(KKR)
Board Member
General Board Members
Brenden Lee
Oaktree (2016)
(Evercore)
Board Member
Martin Haakonsen
TD (2017)
Board Member
Board Oversight Committee
Philip Chua
Macquarie (2016)
(UBS)
Committee Chair
David Lam
Macquarie Capital
Associate
Board Member
Noam Gilead
J.P. Morgan
Vice President
Board Member
Charles Wong
Canaccord
Genuity
Analyst
Board Member
Olya Kubliy
RBC Capital
Markets
Analyst
Board Member
Haroon Chaudhry
BMO Capital
Markets
Vice President
Board Member
Gint Austrins
Global Securities
(UBS)
Equity Analyst
Board Member
Nicole Ponto
Jefferies
Analyst
Board Member
National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination
Team Member Responsibilities Completion Professional Experience & Extracurricular
Sofiia Salimova Director, Conference 2019 Catalyst Capital | Russian National Government Award
James Huang Director, Operations 2020 Macquarie Capital | Blair Franklin Capital Partners | ACIIC
Mathilde Ho Director, Case 2018 Scotiabank GBM | 1st Place in Dragon Boat Canadian Championships
Arian Oftadeh Director, Marketing 2019 Telus Marketing Manager | Founder & President of Toastmasters Mastermind Group
Eric Hall Associate Director, Competition 2020 HSBC GBM Hong Kong | Pan American Jiu-Jitsu Competitor / 1st Place BC Provincials
Maori Hayashi Manager, Operations 2020 Citigroup | M&A Cloud | 3rd Place City Marathon in Osaka Japan
Tennille Robertson Manager, Competition 2020 Canaccord Genuity | Founder of Events Media Group
Mehtaab Chandi Manager, Case 2021 MvC Capital | 1st Place in UBCFA Portfolio Management Competition
Shaurab Hamal Manager, Marketing 2020 Strategic Exits | President of C4K UBC Chapter | 2x Provincial Soccer Champion
Prithvi Khanna Associate, Case 2020 CIBC Capital Markets | OTTP | Top 50 in India U18 Men’s Tennis
Doris Chai Associate, Case 2020 Quadreal Property Group | International Student Award ($25k, 96% First Year GPA)
Nina Erdevicki Associate, Competition 2021 Gravitas Securities | Ranked 1st in BC & 7th in Canada in Women’s Tennis
Valerie Tsui Associate, Conference 2020 Canaccord Genuity | Imprint Marketing Conference of the Year Award
Viktoriya Tsurikova Associate, Conference 2020 Longbow Consulting | 1st in Regional Horse Ridding & Russian National Contest
Karan Grover Associate, Operations 2019 Amazon Seattle | First Place Ericsson Innovation Award (€25k for SoundVision App)
Angela Co Associate, Marketing 2021 Philippine National Bank | Fund Development Manager of UBC Enactus
SofiiaSalimova
ValerieTsui
Viktoriya Tsurikova
EricHall
TennilleRobertson
NinaErdevicki
MathildeHo
MehtaabChandia
DorisChai
PrithviKhann
ArianOftadeh
ShaurabHamal
AngelaCo
Conference Team Competition Team Case Team Marketing Team
Organizing Team
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JamesHuang
MaoriHayashi
KaranGrover
Operations Team
National Investment Banking Competition & Conference 2017 – Strictly Confidential & Not for Public Dissemination
Year Work Experience
Philip Chua 2010 Macquarie Capital | UBS Investment Bank
Amardeep Chandi 2010 Caspian Capital | KKR | Morgan Stanley
Dipak Kamdar 2010 Google | McKinsey & Co. | RBS
Jenny Hu 2010 McKinsey | Partnerships BC
Noam Gilead 2010 JP Morgan | RBC Global Asset Management
Gint Austrins 2011 Global Securities | UBS Investment Bank
Jacky So 2011 Barclays | BAML
Sean B. McNulty 2011 JP Morgan | CIBC Capital Markets
Jose A. Gonzalez 2011 Citigroup | Leith Wheeler
Katherine Barends 2011 PwC | CIBC Wood Gundy
Martin Eston 2011 Morgan Stanley | RBC Capital Markets
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 Capital Markets
Andra Bosneaga 2012 Birch Hill | CIBC Capital Markets
Martin Haakonsen 2012 Arctic Securities | TD Securities
Vina Yiu 2012 BAML | Morgan Stanley
Terence Kwan 2012 McKinsey | Bridgewater
David Lam 2013 Macquarie Capital | GE Capital
Brenden Lee 2013 Oaktree Capital | Evercore
Jasmin Kirk 2013 Lane Crawford | Rabobank
John Sanden 2013 Connor, Clark & Lunn | RBC Capital Markets
Charles Wong 2013 Canaccord Genuity | HSBC
Carmen Chan 2013 Citi | Global Securities
Piper Hoekstra 2013 Connor, Clark & Lunn | CIBC Capital Markets
Derek Dodd 2013 KKR | RBC Capital Markets
Jennifer Liu 2013 Goldman Sachs | RBC Capital Markets
Garrett Clyne 2014 DW Healthcare Partners | TD Securities
Year Work Experience
Louisa Yeung 2014 Deloitte M&A Advisory | TD Securities
McKenzie Milhousen 2014 Morgan Stanley | Goldman Sachs
Taylor Carkner 2014 BMO Capital Markets | Greywolf Capital
Chris Wong 2015 Lululemon | BMO Capital Markets
Nicole Dee 2015 Cadian Capital | Silver Point | Goldman Sachs
Leanne Li 2015 Scotiabank | HSBC
Juliet Zhu 2015 HSBC | Silicon Valley Bank
Sandra Woo 2015 TD Securities | AGF Investments
Clarabel Luk 2015 PwC | Wesgroup Properties
Soroush Karimzadeh 2015 Novarc Technologies | Andritz
Jennifer Jordache 2015 Connor, Clark & Lunn | CPPIB | BAML
Karsten Lee 2015 BMO Capital Markets | GMP FirstEnergy
Hovy Qiu 2015 GF Capital | Canalyst
Nicole Ponto 2015 Jefferies | CIBC Wood Gundy
Olya Kubliy 2016 RBC Capital Markets | National Bank
Joseph Liu 2016 Fulcrum Capital | Tricor Pacific Capital
Lucien Lu 2016 Ardenton Capital | IVEST Consumer Partners
Jonathan Young 2016 RBC Global Asset Management
Jamie Farrell 2016 Macquarie Capital
Jessica Ljustina 2016 RBC Capital Markets
Josh Dogor 2016 CPPIB | OTPP
Cameron Strukoff 2017 Scotiabank GBM | Morgan Stanley
William Liaw 2017 Goldman Sachs | Barclays
Mathilde Ho 2017 Scotiabank GBM | Canalyst
Matheus Sampaio 2017 Scotiabank GBM
Alexander Qu 2017 RBC Capital Markets | Macquarie Capital
Ali Geum 2017 CIBC Capital Markets | Canalyst
Sofiia Salimova 2017 Catalyst Capital Group
Beca Yin 2017 Roynat Capital | HSBC GBM
Global Organizing Team Network
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