nibc global competition

NIBC Global Competition 2021-2022 Competition Overview

1

VANCOUVER TORONTO NEW YORK

Participate in the World’s Largest Investment Banking Competition

WATCH OUR STORY

https://www.youtube.com/watch?v=4zyS-mm1P88&feature=youtu.be

National Investment Banking Competition 2021-2022

Learning: Access to online video tutorials, industry templates, presentations and past case examples1

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3 Industry Insights: Speeches by company founders, finance executives and sellside & buyside panels

4 Peers: Unique experience to build global network with 350+ career-driven international peers

Networking: Professionals from top tier investment banks and private equity firms to adjudicate the competition

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2

FIRST ROUND: Sep-Dec 2021 (ONLINE) with teams of 2-4

producing Corporate Valuation & Strategic Review

Successful competitors must submit “client-ready” pitchbooks

Competitors receive 100-page case package and model template

and have 6-8 weeks to prepare online submission

FINAL ROUND: March 9-12, 2022 with finalists giving Transaction

Advice to Panel of Managing Directors

Live deal environment featuring authentic current transaction

Finalists receive fully-built financial model to analyze transactions

and present in boardrooms and Gala Dinner for $10k+ prize

Visit NIBC.ca to register

5 Merit: NIBC gives recruits from all geographies an opportunity to enter the First Round and showcase their merits

We would like to invite Undergraduate and Graduate/MBA candidates to the 2021-2022 Global Competition

Invitation to the NIBC Global Competition

http://www.nibc.ca/


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 (2007-2022)

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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Timeline

The First Round will take place in the Fall of 2021 with the Final Round held in the Spring of 2022

Registration Opening

First Round Submission (Dec 2021)

Summer 2021 Fall 2021 Spring 2022

Final Round (Mar 9-12, 2022)

First Round Resolution (Oct/Nov 2021)

Competition Timeline:

Summer 4 Weeks 2 days

Skills Development

Online Resources

Valuation & Strategic Overview

Analyst / Associate Perspective

Transaction Advice

Director Perspective

▪ Online case resources

▪ Research guides, video tutorials

industry templates, interview training

▪ One-day skills workshop and

networking in Western Canada

▪ DCF, Trading Comparables, Precedent

Transactions, LBOs templates

▪ Pitchbook and valuation model

▪ 40-60 teams selected for final round

▪ Pre-built models, data sets, transaction

memo for strategic analysis

▪ 8-hour slot to develop boardroom pitch

▪ Present to Managing Director panel at

Gala Dinner

Preparation & Training First Round Final Round

4

VANCOUVER


Competitors

Select Past Competing Schools Select Past Competition Winners

Haroon Chaudhry BMO Capital Markets

Jeremy Beadow BMO Capital Markets | Scotiabank GBM

Jeff McLay TorQuest Partners | Onex

Ian Sinclair TD Securities

Aman Malik CPPIB | Credit Suisse

Gregory Jones BMO Capital Markets | CPPIB

Shaaj Vijay RBC Capital Markets

Stephen Ou RBC Capital Markets | Scotiabank GBM

Kevin Zhou Long Arc Capital | Goldman Sachs

Kevin Gryp Steadfast Financial | Silver Lake Partners

Feroz Qayyum Pershing Square | Evercore

Lewis Peattle Bain & Company

Ivan Di Onex | RBC Capital Markets

Mak Doric Goldman Sachs

Emily Ren HarbourVest Partners | RBC Capital Markets

Nicholas Bigelow Birch Hill | CIBC World Markets

Patrick Fong TPG Global | Evercore

Ryan Liu Google | Evercore

Ryan Yaraghi Searchlight Capital | Evercore

Stephen Caputo Barclays

Nolan Lypka Moelis | BMO Capital Markets

Olivier Babin Goldman Sachs | National Bank Financial

Stephen Toth Barclays

Immanuel Palugod PJT Partners | Blackstone

Luis Spradley Apollo | Moelis

Michael Brown RBC Capital Markets

Christy Ma RBC Capital Markets | CIBC Capital Markets

Eric Van Hees Evercore | RBC Capital Markets

Tejas Saggi PJT Partners | CPPIB

Emilie Granger Houlihan Lokey | RBC Capital Markets

Kyle Costanzo Liontree Advisors | J.P. Morgan

5

University of Pennsylvania

Columbia University

Stanford University

New York University

Massachusetts Institute of Technology

Cornell University

Yale University

Dartmouth College

Georgetown University

UC Berkeley

UCLA

Carnegie Mellon

John Hopkins University

California Polytechnic State University

University of San Diego

State University of New York

Florida International University

University of Wisconsin-Madison

Ohio State University

University of Western Ontario

McGill University

Queen’s University

University of Toronto

HEC Montreal

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

University of Saskatchewan

London Business School

Cambridge University

University of Oxford

Newcastle University

HEC Paris

EDHEC Business School

IE Business School

University of Melbourne

National University of Singapore

Chulalongkorn University

Peking University

University of Hong Kong

Chinese University of Hong Kong

City University of Hong Kong

Indian School of Business

Indian Institute of Management

Putra Business School

IPADE Business School

Universidad de Los Andes

University of Ljubljana

Competitors from the most reputed finance schools in the world come together to compete at NIBC


Past Participating Firms

6

Corporate Participation

Professionals and recruiters from top tier firms help adjudicate the competition every year


Speakers

Frank GiustraFounder & CEO

W. Brett WilsonCo-Founder & Chairman

Ian TelferChairman

Robert HerjavecPanelist & Entrepreneur

Noah WintroubVice Chairman, IB

Derek NeldnerGlobal Head, IB

Randy SmallwoodPresident & CEO

Clive JohnsonPresident & CEO

Curt SigfsteadCo-Head, Technology IB

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

Fraser HallCo-Founder & Chairman

Past Keynote Speakers

7

Many business leaders and finance executives have attended NIBC to speak to competitors


Authentic Cases

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)

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Apparel Mining Gaming Film Telecom Video Games OTT Streaming Luxury Fashion

Selected Past Case Topics

Valuation Financing AcquisitionAcquisition Acquisition MergerRestructuringAcquisition Merger

The cases studies are based on current market information and authentic transaction scenarios


Applied Training Resources

9

The NIBC Live video portal provides video

tutorials & templates to competitors in the

National Investment Banking Competition.

Graduate & undergraduate students may

sign up teams of 2-4 students. Upon

registering for the First Round, competitors

can access

A selection of clips can be viewed under the

links provided.

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

NIBC has created a training portal to help competitors develop all of the skills required

http://www.nibclive.com/

http://www.nibclive.com/

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


Full-Day Itinerary

10

Day 1: 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.

Day 1: Competitor Reception (Reception Venue)

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.

Day 1: Case Resolution (Hotel Rooms)

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.

Sample | Day 1 - Wednesday

Sample | Day 2 – Thursday

Case Resolution

*Boardroom Presentations

*Competitor Reception

Sample | Day 3 – Friday

*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

Day 2: Wine & Cheese and Gala Dinner (Hotel Ballroom)

Over 100 professionals will be at the Wine & Cheese and Gala

Dinner, which features a gala dinner keynote and senior managing

director panel adjudicating the finalist teams.

Day 2: Panels & Deal Presentations (Hotel Ballroom)

Executives will be sharing insights on marquee deals in addition to

industry professionals taking questions from conference guests on

buyside & sellside career panels.

Day 3: Interviews and Reception (Reception Venue)

Select conference guests will be invited to attend interviews with

professionals and recruiters. Please note the number of invites will

be limited based on performance in the case simulation.

Day 2: Evening Event (Night Venue)

Conference guests will be invited to attend an evening event held in

a high-end establishment the heart of downtown Vancouver.

National Investment Banking Competition 2021-2022 11

Select VenuesN

IBC

20

07

-2

02

2|

PA

NP

AC

IFIC

–S

HA

NG

RI-

LA

–H

YA

TT

NIBC has hosted the competition in some of the most beautiful hotels and conference venues


Tracey McVicar

CAI

Private Equity

Managing Partner

Board Member

Kathy Butler

CIBC

World Markets

Managing Director

Board Member

Tim Vipond

Corporate

Finance Institute

CEO

CIBC

Board Member

Chris Tsoromocos

Trafalgar Partners

Stern Partners

CIBC

Managing Director

Board Member

Rizvan Dhalla

Morgan Stanley

Managing Director

Board Member

Harry Pokrandt

Hive Blockchain

Espresso Capital

Macquarie

Board Member

Jordan Anderson

bcIMC

Portfolio Manager

TD Securities

Board Member

Michael Scott

RBC Capital Markets

Director

Board Member

Dipak Kamdar

Google

Manager

McKinsey & Co

Board Member

Amardeep Chandi

Singh Capital

KKR

Fund Manager

Board Member

David Lam

Macquarie Capital

Board Member

Noam Gilead

J.P. Morgan

Vice President

Board Member

Olya Kubliy

RBC Capital Markets

Associate

Board Member

Haroon Chaudhry

BMO Capital Markets

Vice President

Board Member

Board Members & Industry Experience

Nicole Ponto

Jefferies

Board Member

Brenden Lee

Oaktree

Evercore

Board Member

Board Support

NIBC draws on the support of senior investment banking and private equity executives


Team Member Responsibilities Experience & Extracurricular Achievements

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

Maori Hayashi Manager, Operations Citigroup (Tokyo) | M&A Cloud | Longbow Consulting

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

Eric Hall Director, Competition HSBC GBM (Hong Kong) | Pan American Jiu-Jitsu Competitor / 1st Place BC Provincials

Eric Norman Manager, Training BMO Capital Markets | Canalyst | Character Capital

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

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

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

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

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

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

Brett Hennessey Associate, Conference BMO Capital Markets | Mackenzie Investments | Provincial Medallist in Track and Field

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

Angela Co Manager, Conference Quadreal | Fund Development Manager at UBC Enactus

Alan Yang Associate, Conference Scotiabank GBM | Four-time Volleyball Provincial Medalist

EricHall

EricNorman

NinaErdevicki

ShaurabHamal

Angela Co

Alan Yang

Conference TeamCompetition Team Case Team Marketing TeamOperations

Organizing Team

13

JamesHuang

MaoriHayashi

BrandonJao

TennilleRobertson

Viktoriya Tsurikova

Izabella Shalygina

Mehtaab Chandi

AyushPaliwal

BrettHennessey

Some positions turning over in 2021


Year Work Experience

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 Golden Gate Capital | 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 Ondra Partners | Canaccord Genuity

Carmen Chan 2013 Citi | Global Securities

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

Derek Dodd 2013 Anchorage Capital Group | KKR

Jennifer Liu 2013 Ares | Goldman Sachs

Garrett Clyne 2014 DW Healthcare Partners | TD Securities

Louisa Yeung 2014 Deloitte M&A Advisory | TD Securities

McKenzie Milhousen 2014 Morgan Stanley | Goldman Sachs

Taylor Carkner 2014 National Bank | BMO Capital Markets

Chris Wong 2015 Lululemon | BMO Capital Markets

Nicole Dee 2015 Cadian Capital | Goldman Sachs

Year Work Experience

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 BMO Capital Markets | RBC GAM

Jamie Farrell 2016 Macquarie Capital | BCI

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 Canaccord Genuity | Catalyst Capital

Beca Yin 2017 Scotiabank | HSBC GBM

Valerie Tsui 2018 BMO Financial Group | Canaccord Genuity

Prithvi Khanna 2018 CIBC Capital Markets | OTPP

James Huang 2020 Macquarie Capital | Blair Franklin Capital

Eric Hall 2020 HSBC GBM | Deloitte

Tennille Robertson 2020 Canaccord Genuity

Nina Erdevicki 2020 Gravitas Securities

Shaurab Hamal 2020 Grosvenor Group | Strategic Exits

Maori Hayashi 2020 Citigroup | M&A Cloud

Global Organizing Team Network

14

Case Examples

15



WATCH COMPETITION VIDEO



First Round Deliverables

Industry Primers

Key Characteristics, Competitive Analysis

Model Templates

DCF, Comps, Precedents, LBO, Transaction Model*

Technical Instructions

Based on Fully-Completed Case Solutions by Professionals

Pitchbook Instructions

Detailed Outline, Sample Pitchbooks, Past Finalist Videos

Research Guides

Recommended Sources for Information & Data

Career Resources

Practical Insights on Application Process & Interviews

Case Materials & Preparation Resources

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Expectations & Evaluation

Submissions are graded against industry standard models

& pitchbooks prepared by professionals for each case

After signing up a team, competitors can access online

resources to develop investment banking skills

*Final Round Case InterviewsVideo Tutorials Templates

Company & Industry Overview

Business & Operating Model

Industry & Competitive Analysis

Liquidity & Capital Requirements

Valuation Analysis

Share Price Analysis

Trading Comparables

Precedent Transactions

Discounted Cashflows

Leveraged Buyout

Corporate Finance

Capital Raising

M&A, Divestitures

A. Valuation & Strategic Review Presentation

B. Valuation Model

Outputs & Assumptions Summary

Discounted Cashflows

Trading Comparables

Precedent Transactions

Leveraged Buyout

FIR

ST

RO

UN

D D

EL

IVE

RA

BL

ES


Electronic Arts / Take Two Example

Titles: TTWO would

provide EA with most

successful open world role

play franchise GTA and

other valuable franchises

Growth: TTWO is a

growth company and GTA

franchise has untapped

potential which matches

EA's current stock profile

Market Share: Combined

with TTWO, EA would

reclaim its #1 position in

console segment and

overall games markets

Asia: EA may take

advantage of TTWO’s

relationships in Asia to

expand outside of core

North American market

Accretion: 2018 accretion

of 3.7% to 13.2% possible

based on synergies from

shared overhead

High Valuation &

Market Leadership

in Video Games

(Console)

Low Profits

& Strong

Competition

Lagging

AAA Titles &

Customer

Reviews

M&A

Strategy

into Mobile

& Online

Cost Control

& Strong

Financial

Performance

High Share

Price &

Valuation

Multiple

Strengthen

Core Console

Segment

through TTWO

2008: Financial

crisis resulted in poor

performance for

global publishers

2012: Star Wars: The Old

Republic falls short of being

a major game-changer

despite an estimated $500m

budget

2012-2013: EA faces some critical

consumer reviews for slow

product releases and excessive

charges for add-on content

2014: Good performance

in traditional core

franchises with FIFA 14

and Battlefield

2014: Cost reductions

and shift to digital

delivery led to EBITDA

margin +42% YoY in

2014

2009-2011: Acquisitions of

PopCap Games and

Playfish allowed EA to

increase revenue mix to

45% digital


Appendix – Case Examples

Past Events & Photos

20



WATCH COMPETITION VIDEO



Event Photo Highlights

N I B C 10 -Ye a r A n n i v e r s a r y


Derek Neldner is Head of Global Investment Banking at RBC Capital Markets. Mr. Neldnerhas oversight for the firm’s investment banking practices in Canada, the U.S., Europe andthe Asia Pacific region, and has senior client coverage responsibility for a number of RBCCapital Markets’ most important corporate clients. Mr. Neldner is a member of the firm’sOperating Committee, the Loan Commitments Committee and the M&A Opinion ReviewCommittee. He is also a board member of The Hospital for Sick Children (SickKids)Foundation and is a member of the Major Individual Giving campaign cabinet for the UnitedWay of Toronto & York Region. Mr. Neldner holds a Bachelor of Commerce degree inFinance from the University of Alberta and holds the Chartered Financial Analystdesignation.

Derek Neldner

O p e n i n g I n d u s t r y A d d r e s s

Day 1 – Wednesday (March 13th, 2019)

6am – 5pm M&A Resolution and Boardroom Presentations

6pm – 9pm Opening Reception

Day 2 – Thursday (March 14th, 2019)

8am – 9am Refreshments

9am – 10am RBC Presents: Opening Industry Address

10am – 11am CIBC Presents: Aritzia IPO & Selldown

11am – 12am JP Morgan Presents: IB Panel

12pm – 2pm Lunch Break

2pm – 3pm Blackstone Presents: PE Panel

3pm – 4pm BMO Presents: Client PerspectiveS

4:30pm – 5:50pm Intralinks Presents: Wine & Cheese

5:50pm – 9pm Gala Dinner and M&A Presentations

10pm – 12am Blakes Presents: Evening Event

Day 3 – Friday (March 15th, 2019)

1pm – 3pm Industry Networking & Interviews

G l o b a l H e a d o f I n v e s t m e n t B a n k i n g , R B C


I n v e s t m e n t B a n k i n g P a n e l

Jeffrey

Feng

Samantha

Wu

Analyst

San Francisco

Associate

London

Analyst

New York

Jessica

Zhang

Kathy Butler is a Managing Director and Regional Head of CIBC Capital Markets. She Joinedthe firm 20 years ago and has been involved in numerous mergers & acquisitions and debtand equity financings for clients in technology, telecom and consumer retail. Ms. Butler ison the board of CIBC World Markets Inc., CIBC Children’s Foundation and St. George’sFoundation and a Partner of Social Venture Partners Vancouver. She represented the techindustry on the BC Jobs and Investment Board and is currently on the Board of Governors ofthe Business Council of British Columbia. She holds an MBA (Honours) from the RotmanSchool of Management at the University of Toronto and a Bachelor of Commerce in Finance(Honours) from the Sauder School of Business at the University of British Columbia.

Kathy Butler

A r i t z i a I P O & S e l l d o w n

Vice President

New York

Noam

Gilead

Analyst

Calgary

Samuel

Johnson

Randy Smallwood is the President & CEO of Wheaton Precious Metals which is traded onthe NYSE with a market capitalization of close to $11bn as of March 2019. Wheaton wasthe world’s most valuable public company per employee with 24 full-time employees. Mr.Smallwood holds a geological engineering degree from the University of British Columbia,and a mine engineering diploma from the British Columbia Institute of Technology. He wasinvolved in the founding of Wheaton Precious Metals and joined Wheaton full time in 2007and was appointed President in 2010 and Chief Executive Officer in 2011. Prior to that Mr.Smallwood was an instrumental part of the team that built Wheaton River / Goldcorp intoone of the largest, and importantly, most profitable gold companies in the world.

C l i e n t P e r s p e c t i v e s

Randy

Smallwood

Mark

Tiberio

President & CEO

Wheaton

Precious Metals

Vice President

TD

Securities

John

DeCooman

Senior Vice President

SSR

Mining

P r i v a t e E q u i t y P a n e l

Ashton

Herriott

Vice President

New York

Director

Vancouver

Joanne

Gutwinski

Associate

New York

Ralph

Yang

Associate

New York

Syed

Ahmad

Associate

Victoria

Erica

Seidel

Sam

Young

Senior Associate

New York

R. Smallwood

Haroon

Chaudhry

Vice President

BMO

Capital Markets

L e a d U n d e r w r i t e r & R e g i o n a l H e a d , C I B C P r e s i d e n t & C E O , W h e a t o n P r e c i o u s M e t a l s

J P M o r g a n , N e w Y o r k B l a c k s t o n e , N e w Y o r k


Steve Borritt is a Managing Director in the Global Investment Bankinggroup of RBC Capital Markets, where he covers clients in the NorthAmerican paper and forest products sector. Steve has been involved ina range of capital markets transactions including public and privateequity and debt offerings, restructurings and buy-side and sell-sideadvisory mandates. Before joining the Investment Banking group, Mr.Borritt worked in RBC’s Global Equity Research group where hecovered companies in the Canadian paper and forest products sector.

Steve Borritt

Owen Blain is an Executive Director at CIBC Capital Markets. He joinedCIBC in 2011 and has worked across a wide range of sectors includinginfrastructure, power and utilities, industrials, forestry and energy. Mr.Blain has significant experience in M&A advisory, structuring andarranging financing, and industry coverage. Prior to working ininvestment banking, Owen spent several years at a large Canadianengineering firm working as a project manager in the transportationinfrastructure and rolling stock sectors.

Owen Blain

Managing DirectorBMO

Managing DirectorScotia

Ted McGurk is a Managing Director and Head of Investment Banking atthe Vancouver office. Mr. McGurk joined TD Securities' team in March2007 and has over 20 years of experience successfully executingnumerous debt and equity financings and merger & acquisitionassignments for British Columbia based companies. Mr. McGurk’srepresentative clients include Goldcorp, Teck, Maxar Technologies(MacDonald Dettwiler), Finning, Ballard Power, Boston Pizza, ColombiaPower Corp, Columbia Basin Trust, Rubicon and NovaGold.

Ted McGurk

M & A P r e s e n t a t i o n P a n e l

Sanaz Sotoudeh has appeared in various venues and festivals around Europe, NorthAmerica and the Middle-East as a versatile pianist in both solo and collaborativerepertoires. She has been performing and collaborating with well-known musicians andartists around the world as well as live performances and interviews on BBC Radio 3 in theUK, Okarina Musique TV in France and Abu Dhabi TV in the UAE. Due to her Iranianbackground, Sanaz Sotoudeh has been creating and participating in projects inspired by‘Orientalism’ in music and has worked with Daniel Barenboim’s ‘West-Eastern DivanOrchestra’, NSO UAE National Orchestra, Middle-East Choir Festival at Dubai Opera House,UK Tour with Japanese-Anglo Society, Matt Haimowitz’s ‘Tryptich’ Project, Zahed Sultan’s‘Hiwar’ Multimedia Project, Shaun Warner’s ‘World Music Production’ for Universal Recordsand the ‘Orient in Song’ Project with ASPECT Art & Music Foundation UK.

Ms. Sotoudeh will performing on a piano made by Fazioli, a high-end maker of hand-builtpianos producing only about 100 pianos a year based in Sacile, Italy typically retailing from$250,000 to over $1,000,000 per instrument. Fazioli Pianos has been producing grand andconcert grand pianos since 1981, when the company was founded by the engineer andpianist Paolo Fazioli. Passion for music, great artisanship, continuous technological researchand strict material selection: these are the elements required for building a Fazioli piano.

Sanaz Sotoudeh

G a l a P e r f o r m a n c e

Carrie Kirkman was most recently President of Global Brands Group Canada, one of theworld’s leading branded fashion accessories, footwear and apparel companies. With almostthree decades of experience in the business of fashion, Carrie Kirkman has establishedherself as a leader in the fashion industry in Canada. She has previously held the role ofPresident and Chief Merchant at Sears Canada, President of The Jones Group Canada aswell as interim President of Nine West Canada. Passionate about empowering women, sheis Chair of the Board of Directors for G(irls)20, a social-profit that aims to mobilize girls andyoung women for economic advancement locally and worldwide. Ms. Kirkman also servesas an Independent Director of the board for Whitehouse Design, a Burnaby-based appareldesign and manufacturing company and sits on the board of directors for the CanadianClub of Toronto, Canada’s preeminent public affairs podium since 1897.

Carrie Kirkman

F a s h i o n K e y n o t eC E O , G l o b a l B r a n d s G r o u p & S e a r s C a n a d aR e g i o n a l H e a d s & S e n i o r M a n a g e m e n t

B r a n d A m b a s s a d o r , F a z i o l i P i a n o s


Gala Dinner




Conference (Hyatt Toronto)Opening Reception


Robert Herjavec (Shark Tank) & NIBC Team

Frank Giustra (Lionsgate) | Brett Wilson (FirstEnergy) & NIBC Team

Peter Brown (Canaccord) & NIBC Team

Michele Romanow (Dragons’ Den) & NIBC Team

Darren Throop (EntertainmentOne) & NIBC Team

David Rawlings (JP Morgan) & NIBC Team


Keynote Speakers

nibc global competition

Documents