NABIL INVESTMENT BANKING LIMITED...NABIL INVESTMENT BANKING LIMITED
National Investment Banking Competition & Conference
Transcript of National Investment Banking Competition & Conference
National Investment Banking Competition & Conference
2016 Organizing Team Hiring Package
February 2015
National Investment Banking Competition & Conference 2016
NIBC 2016 Organizing Team Hiring
Positions on 2016 Organizing Team
Directors (2nd Year Minimum) Associates (1st – Final Year)
Director, Competition
Director, Case
Director, Conference
Director, Marketing
Director, Media
Director, Internal
Associate, Competition
Associate, Case (3rd-4th year recommended)
Associate, Conference
Associate, Marketing (1-2 positions)
Associate, Media
The National Investment Banking Competition & Conference is looking to hire Sauder’s top talent for 2016 to continue the success of its
high-profile 2-day event held at the Pan Pacific Hotel, involving top-tier investment banks and universities across North America, South
America, Asia, and Europe
NIBC is committed to high quality standards on all work undertaken as well as a culture of integrity, teamwork and significant personal
development through mentorship and training
High-performance team culture committed to delivering a premier experience for students and professionals
Expectation to develop and expand the brand while achieving significant milestones beyond previous years
Supported by professionals on the Board and previous Organizing Teams working at bulge bracket firms in major financial markets
NIBC’s close working relationships with investment banks, private equity firms and asset managers require highly motivated and
respectful individuals who are keen on developing their professional network and skillset
Passion for capital markets and finance with exceptional work ethics, initiative and appreciation for quality
Patient and respectful of students with proven team-focused attitude at all times
Well-spoken, sociable and presentable within student and professional community
February 12th February 22nd February 23rd - 27th March 2nd - 5th March 7th April 2015
Information Session Applications Due Interviews Board Interviews Team/Alumni Dinner Board Meeting
Hiring Process and Timeline
Please submit a 1-page resume and 1-page cover letter to the NIBC Board addressed to Philip Chua ([email protected]) by February 22nd, 11:59PM PST,
stating which position(s) you prefer. For more information, please contact Karsten Lee or Kevin Ho (www.nibc.ca/content/team-directory).
2
National Investment Banking Competition & Conference 2016
Case & Competition
First Round and Final Case
First Round Case Grading
Judging Panels
Competition Logistics
Refine guides and templates
Provide guidance on case calls
Review final materials
Conference & Sponsorship
Sponsorship and Partners
Speakers and Panelists
Conference Logistics
News and Media Relations
Provide input on concept
Assist with speakers & panels
Facilitate with sponsorship
Marketing & Event Attendance
Marketing Plan
Competitors from Target Schools
Alumni and Professional Guests
Social Media Campaign
Attendance by sponsors
Alumni and clients
Review external material
Marketing & Internal
Multimedia and Design
Project Management
Board Presentation
Continuity Planning
Interviews and Training
Performance Feedback
Mentorship
NIBC 2015 Organizing Team
Kevin Ho
Associate, Conference
Nicole Ponto
Associate, Marketing
Soroush Karimzadeh
Associate, Case
Hovy Qiu
Associate, Competition
Jennifer Jordache
Associate, Case
Karsten Lee
Associate, Marketing
Sandra Woo
Director, Media
Juliet Zhu
Director, Marketing
Chris Wong
Director, Competition
Leanne Li
Director, Conference
Clarabel Luk
Director, Internal
Nicole Dee
Director, Case
Board Involvement & Outgoing Organizing Team
The responsibilities and deliverables of each workstream are summarized below along with the desired involvement
of the board and outgoing organizing team
3
Organizational Structure
All members receive training in financial analysis and technical skills to assist with the case development for at least 35%-50% of their time
National Investment Banking Competition & Conference 2016
TRAINING WORKSHOP
III. OVERSIGHT & MENTORSHIP
Oversight Performance Feedback Mentorship
Review of Key External Deliverables
Strategic Input and Corporate Support
Bi-Monthly Team Meetings & Individual Feedback
Reinforcement of Team Culture
Mentorship Allocation (3 hours per month)
Career Development Opportunities
Technical Case Orientation Presentation Management
Excel Shortcuts/Charts
Bloomberg, CapIQ, Reuters
Company/Industry Research
Valuation (DCF, Comps,
Precedents, M&A, LBO)
Transaction Screening
Transaction Structuring
Financial Modelling
Case Workplan
Preparation of Valuation and
Strategic M&A Review (first
round)
Preparation of Transaction
Presentation (final round)
Specific Processes
Precedent Cases
Case Package
Grading Process
Onboarding
Expectations and Culture
Tasklist/Timeline
Communications
Feedback
Screening
Precedent Slides
Formatting Guidelines
Shortcuts
Messaging
Drafting Process/Email Lists
In-Person Presentations
Slides Library
Email Workplan/Call Agenda
Deliverables Review Process
Delegation
Team Meetings
Best Practices
Resume & Cover Letter
Interview Prep
Marketing Process
Sponsorship Process
Media and IT
The Board and Outgoing Organizing Team will invest significant attention to developing the team through
recruiting, training and ongoing mentorship
Team Development
OVERSIGHT & MENTORSHIP
4
National Investment Banking Competition & Conference 2016
Director Positions
5
Director Positions (Year 2 minimum | estimated 15-20 hours per week | part-time during summer)
Director
Competition
Responsible for supporting the Case Committee in preparing case materials for the First and Final Rounds
Responsible for planning and executing Competition logistics including liaising with competitors
Responsible for promoting the Competition within Sauder and externally, alongside the Marketing Director
Responsible for managing the creation of Competition-related materials and liaising with the Media Director
Note: Existing knowledge of financial research and modeling is required along with flexible evening availability
Director
Case
Responsible for developing the First and Final Round cases in conjunction with the Case Committee
Responsible for creating case materials including models, instructions, and solution presentations
Responsible for thorough industry and company research to support development of realistic investment banking cases
Note: Prior exposure or very strong time commitment to acquiring financial research and modeling skills is required
Director
Conference
Responsible for developing schedules and topics that incorporate new elements consistent with the event's core focus
Responsible for planning and executing all Conference logistics, including liaising with volunteers and vendors
Responsible for coordinating with the Directors and Board to negotiate and source sponsorship and partners
Responsible for liaising with industry professionals to attract speakers and panellists
Responsible for attracting delegates from Sauder and externally
Responsible for managing the creation of all Conference-related materials and liaising with the Media Director
Note: Previous event or conference planning experience is preferable
Director
Marketing
Responsible for developing and executing a marketing plan in conjunction with the Directors
Responsible for executing all marketing initiatives including calls, emails, videos, news, social media, and marketing materials
Responsible for creating new networks including external career centers and student organizations
Principally responsible for high quality student, alumni and professional attendance at both the Competition and Conference
Note: This role requires a high degree of initiative and results-driven attitude
Director
Media
Responsible for conceptualizing quality multimedia materials for marketing and promotion, liaising with the Marketing Director
Responsible for developing the website, including press releases, promotional updates and new Conference developments
Note: This role requires multimedia skills and a high degree of appreciation for quality
Director
Internal
Responsible for organizing team calls, oversight of event planning and task progress, providing regular updates to board members
Note: This role requires the highest level of responsiveness and integrity as direct liaison with the board
Expectations from Directors and Associates
Directors are required to manage at least one Associate and take full ownership and responsibility of deliverables set out by the Board; as such, Directors are
expected to dedicate the time required to achieve the desired results
Roles and tasks within each role will be allocated based on team requirements as well as individual strengths and development goals
Team members have flexibility to be involved across tasks but a fundamental desire to be part of the team and help where needed is key
Detailed instructions and support will be provided although initiative is critical for every role
National Investment Banking Competition & Conference 2016
Associate Positions
6
Associate Positions (Year 1 – final year | estimated 10-20 hours per week | part-time during summer)
Associate
Competition
Work extensively with the Competition Director to assist with delegated tasks (logistics, case, marketing, other)
Work with the Competition and Conference Directors to ensure smooth operation of the Competition and Conference
Work with the Marketing Director and Associate to promote the Competition within Sauder and externally
Plan and execute the Competition including creating and implementing a logistics plan and liaising with competitors
Manage the creation of Competition-related materials and information
Assist in the case creation process depending on knowledge, availability and interest
Associate
Case
Work with the Competition Director under the guidance of the Case Committee to assist with the case development
Assist with research and preparation of case materials and instructions for the First and Final Rounds
Assist the Competition Director in other Competition-related areas as required including logistics and marketing
Note: Prior exposure or very strong time commitment to acquiring financial research and modeling skills is required
Associate
Conference
Work extensively with the Conference Director to source sponsorship, speakers and partners
Work with the Conference Director to plan and execute Conference logistics including managing conference delegates
Work with the Conference and Media Directors to create Conference-related materials
Work with the Marketing Director and Associate to attract delegates from Sauder and externally
Note: Previous event or conference planning experience is preferable
Associate
Marketing
Work with the Marketing Director to develop and execute a marketing plan including emails, calls and social media
Work with the Marketing Director to develop a strategy for attracting professionals and alumni from around the world
Work with the Marketing and Media Directors to assist with the creation and refinement of all marketing materials
Promote NIBC and liaise with alumni, school, career centre and student organizations including during the summer
Note: Depending on qualifications and requirements, one or two Associates will be hired
Associate
Media
Work with the Media Director and other Directors to create multimedia material including prospectus and case materials
Work with the Media Director and other Directors to prepare Board presentations and updates
Maintain the website, including press releases, promotional updates and all relevant Conference information
Maintain and expand the multimedia and templates library to assist other team members and enhance continuity
Assist in implementing marketing initiatives as required to support the Marketing Director
Note: Pre-existing multimedia skills are highly desired (Photoshop, InDesign, HTML)
National Investment Banking Competition & Conference 2016
Competition Conference Community
Over 100 global universities
represented in NIBC 2015
Presentations to regional heads
and sector heads
Investment banking cases created
by professionals
Real-life datasets, templates,
models and memos
Covered by national news with
over $15k prize money
3 deal presentations, 2 panels and 3
interactive simulations for students
300 top-tier students and over 100
professionals
Focus on Valuation, IPO, M&A and
Private Equity
Simulations provided by Wall Street
training provider MDA
Wide visibility with $200k+ budget and
high-caliber speakers
Charitable student and community
focus at gala dinner
Support from CEOs and highly
successful business figures
75+ alumni from Vancouver,
Calgary, Toronto, New York,
London and Hong Kong
Organizational support from
industry board and academic
community
Organization
Student Organizing Team
Professional Industry Board
Industry Sponsorship
Academic Network
Mentorship and Community
NIBC is an international student-run event held in Vancouver and is focused on providing the student community with an
interactive opportunity to learn about investment banking and connect with industry professionals
Event Overview
7
Event Statistics and Participants (NIBC 2015)
Event Overview
Venue Pan Pacific
Budget $200,000+
Keynotes 2
Presentations 3
Simulations 3
Night Event Aura
Student Attendance
Universities 100
Sauder 87
External 45
Competition Finalists 185
Total Students 317
Industry Involvement
Board 15
Judging Panels 24
Workshops & Panels 21
Wine & Cheese 70
Gala Dinner 120
Total Professionals 150
Corporate Partners
Investment Banks 17
Private Equity Firms 4
Asset Management 8
Accounting/Law Firms 5
Industry 9
Total Firms 43
Frank Giustra
Founder
Robert Herjavec
Lead Panelist
Curt Sigfstead
Co-Head Technology IB
W. Brett Wilson
Co-Founder
Doug Guzman
Global Head, IB
Patrick Meneley
Vice Chairman, IB
Ian Telfer
Chairman
David Trujillo
Partner
Recent Keynotes
National Investment Banking Competition & Conference 2016
NIBC 2015 Event Statistics
Event
Venue Pan Pacific
Budget $200,000+
Keynotes 5
Deal Presentations 3
Simulations 3
Students (100 Universities Involved)
Sauder Delegates 87
External Delegates 45
Competition Finalists 185
Total 317
Professionals (150 Total)
NIBC Board 15
Judging Panels 24
Workshops & Panels 21
Wine & Cheese 70
Gala Dinner 120
Participating Firms (43 Total)
Investment Banks 17
Private Equity Firms 4
Asset Management 8
Accounting/Law Firms 5
Industry 9
Conference Overview
8
Day 1 – Competition (January 14th, 2015)
7:30am – 3:00pm Case Resolution
3:00pm – 6:00pm Case Presentations & Board Room Judging
7:00pm – 8:00pm Competitor Reception
8:00pm – 12:00am Dinner & Evening Social
Day 2 – Conference (January 15th, 2015)
9:00am – 9:30am Light Refreshments
9:30am – 10:00am Morning Keynote Speech
10:00am – 11:00am Investment Banking Deal Presentation
11:00am – 12:00pm Client’s Perspective Panel
12:00pm – 12:30pm Finalists Announced and Feedback from Judges
12:30pm – 1:30pm Lunch Break
1:30pm – 2:30pm Private Equity Deal Presentation
2:30pm – 3:30pm Shareholder Activism Deal Presentation
3:30pm – 4:30pm Intermission (Finalist Preparation)
4:30pm – 6:00pm Wine & Cheese Networking
6:00pm – 9:00pm Gala Dinner Keynote & Final Judging Round
9:00pm – 10:00pm Closing Reception for Professionals
10:00pm – 2:00am Evening Event
Day 0 – Competition (January 13th, 2015)
6:00pm – 12:00am Registration & Overview
NIBC 2015 Itinerary
National Investment Banking Competition & Conference 2016
Case Creation NIBC 2015 First Round (4 weeks) NIBC 2015 Final Round (2 days)
Authentic Investment Banking Content
Corporate finance transactions
Models and datasets
Director instructions memo
Sponsors
Investment banking professionals on NIBC
Board and Case Committee
DCF, Trading Comparables, Precedent
Transactions, Leveraged Buyout
Competitors submit pitch book, valuation
model and memo
Top 30-40 teams out of 250 teams selected for
final round
Full model, data sets and instructions memo
provided to competitors
Eight-hour time slots to develop pitch for
boardroom presentations to bankers
Final presentation to senior managing directors
of major banks at Gala Dinner
Electronic Arts EA’s Acquisition of Take Two Interactive
Competition Overview
9
Previous Case Topics
Merger Valuation Acquisition Valuation Financing Valuation Restructuring Buyout Acquisition
Manufacturing Fashion Mining Sports Equipment Mining Gaming Gaming Media Video Games
Note: Competition dates are tentative and subject to feedback from partner schools and board review
Initial Applications
Application Deadline
1st Round Case Dissemination
1st Round Case Submission
Finalist Candidates Announced
Aug - Sep 2014 Oct 2014 Nov 2014 Dec 2014 Jan 2015
Final Round
Finalist Preparation Period
National Investment Banking Competition & Conference 2016
Geographical Expansion
10
Universities 100
Competitors 1435
Competitors (Teams) 387
Conference Delegates 132
Participating Canadian Schools
Western
CanadaEastern
Canada
Western
Canada
Eastern
Canada
Key Statistics Geographic Distribution Academic Distribution
National Investment Banking Competition & Conference 2016
Year
4
International Footprint
11
Participating European and Asian Schools
Participating American Schools
National Investment Banking Competition & Conference 2016P
lati
nu
m12
Corporate Sponsors & PartnersS
ilve
rP
ast
Pa
rtic
ipa
nts
Bro
nze
Go
ld
National Investment Banking Competition & Conference 2016
Martin Haakonsen
TD Securities
Analyst
Case Committee
Amardeep Chandi
KKR
Associate
Case Committee
David Lam
Macquarie Capital
Analyst
Case Committee
Brenden Lee
Evercore Partners
Analyst
Case Committee
Gint Austrins
Global Securities
Equity Analyst
Case Committee
Michael Scott
RBC
Capital Markets
Vice President
Case Committee
Tracey McVicar
CAI
Private Equity
Managing Partner
Board Member
Kathy Butler
CIBC
World Markets
Managing Director
Board Member
Harry Pokrandt
Macquarie Capital
Managing Director
Board Member
Jordan Anderson
bcIMC
Assistant Portfolio
Manager
Board Member
Philip Chua
Macquarie Capital
Associate
Case Committee
Jacky So
Barclays
Analyst
Case Committee
Current & Former Employers of
Board Members
CAI Private Equity
CIBC World Markets
Stern Partners
Morgan Stanley
Macquarie Capital
MDA Training
bcIMC
RBC Capital Markets
Global Securities
UBS Investment Bank
KKR
TD Securities
Maybank
Royal Bank of Scottland
Bank of America Merrill Lynch
Barclays
BMO Capital Markets
Evercore Partners
Most of the board members have supported NIBC since inception with half of the board comprised of alumni of the
Organizing Team
NIBC Board & Case Committee
Dipak Kamdar
Maybank
Assistant Manager
Case Committee
Scott Powell
MDA Training
President
Board Member
Chris Tsoromocos
Stern Partners
Vice-Pesident
Board Member
Rizvan Dhalla
Morgan Stanley
Managing Director
Board Member
13
Board
National Investment Banking Competition & Conference 2016
Past Organizing Teams
The two-day conference
is also a recruiting
dream. The students are
surrounded by big
names and the case
teams get to show off
their best stuff. The
opportunity to network is
particularly important for
students from schools
like UBC.
Tim Kiladze
Report on Business
The Globe and Mail
14
Year Position Work Experience
Philip Chua 2010 Board, Case Committee Macquarie Capital | UBS Investment Bank
Amardeep Chandi 2010 Director, Conference KKR | Morgan Stanley | Greywolf Capital | UBC PMF
Dipak Kamdar 2010 Director, Competition Maybank Investment Bank | Royal Bank of Scotland
Jenny Hu 2010 Associate, Competition McKinsey & Co.
Noam Gilead 2010 Associate, Conference J.P. Morgan | Phillips, Hager & North | UBC PMF
Gint Austrins 2011 Board, Case Committee Global Securities | UBS Investment Bank
Jacky So 2011 Director, Competition Barclays Capital | Bank of America Merrill Lynch
Sean B. McNulty 2011 Director, Marketing CIBC World Markets | Morgan Stanley
Jose A. Gonzalez 2011 Director, External Citigroup | Leith Wheeler
Katherine Barends 2011 Associate, Case PricewaterhouseCoopers | People’s Trust
Jessica Zhang 2012 Associate, Media Bank of America Merrill Lynch | Citigroup
Amelia Lak 2012 Associate, Conference Goldman Sachs | RBC Capital Markets | UBC PMF
Sara Keng 2012 Director, Competition CIBC Commercial Banking | KPMG Advisory
Andra Bosneaga 2012 Director, Conference CIBC World Markets | Birch Hill Equity Partners
Martin Haakonsen 2012 Director, Marketing TD Securities
Vina Yiu 2012 Associate, Competition Bank of America Merrill Lynch | Morgan Stanley
Terence Kwan 2012 Associate, Marketing McKinsey & Co. | Canaccord Financial
David Lam 2013 Chairperson Macquarie Capital | GE Capital | Global Securities
Brenden Lee 2013 Director, Competition Evercore | BMO Capital Markets
Jasmin Kirk 2013 Director, Conference Urban Capital of America | Rabobank
John Sanden 2013 Director, Marketing RBC Capital Markets | Orbis Funds
Charles Wong 2013 Director, Internal HSBC Corporate Banking | Global Securities | RBC Dominion Securities
Carmen Chan 2013 Associate, Case Citigroup | Global Securities
Piper Hoekstra 2013 Associate, Competition Connor, Clark & Lunn | CIBC World Markets | UBC PMF
Derek Dodd 2013 Associate, Conference KKR | RBC Capital Markets | UBC PMF
Jennifer Liu 2013 Associate, Marketing RBC Capital Markets | UBC PMF | National Bank
Garrett Clyne 2014 Director, Competition TD Securities | Bentall Kennedy
Louisa Yeung 2014 Director, Conference Deloitte | TD Securities | Sauder Summit Competition
McKenzie Milhousen 2014 Director, Sponsorship Goldman Sachs | Scotiabank | Orbis Funds
Taylor Carkner 2014 Associate, Competition CIBC World Markets | UBC PMF | Salman Partners
Chris Wong 2015 Director, Competition BMO Capital Markets | Bank of China International
Nicole Dee 2015 Director, Case Goldman Sachs | Orbis Funds | Deecorp Properties
Leanne Li 2015 Director, Conference Bank of China International | International Business Conference
Juliet Zhu 2015 Director, Marketing Silicon Valley Bank | Kerry Properties | Cushman & Wakefield
Sandra Woo 2015 Director, Media Global Securities | Ivanhoe Cambridge
Clarabel Luk 2015 Director, Internal PricewaterhouseCoopers | Wesgroup Properties
Hovy Qiu 2015 Associate, Competition HSBC Premier Centre | TeamMax Financial
Soroush Karimzadeh 2015 Associate, Case Autopro Automation | Kruger Products
Jennifer Jordache 2015 Associate, Case Bank of America Merrill Lynch | Nitesco Investments
Kevin Ho 2015 Associate, Conference Bosa Properties
Karsten Lee 2015 Associate, Marketing HSBC Bank Canada | Nitesco Investments
Nicole Ponto 2015 Associate, Marketing Omega Gamma Investments | UBC CUS
National Investment Banking Competition & Conference 2016
2009 2010 2011 2012 2013 2014 2015
UBC Campus
(British Columbia)
Pan Pacific
(National)
Pan Pacific
(National)
Pan Pacific
(National)
Pan Pacific
(North America)
Pan Pacific
(International)
Pan Pacific
(International)
25 Finalists
(UBC/SFU)
32 Finalists
80 First Round
37 Finalists
160 First Round
91 Finalists
480 First Round
98 Finalists
588 First Round
160 Finalists
947 First Round
185 Finalists
1,435 First Round
CAN: 2 schools CAN: 8 schools CAN: 16 schools CAN: 23 schoolsCAN: 24 schools
US: 19 schools
CAN: 26 schools
US: 37 schools
Int’l: 6 schools
CAN: 23 schools
US: 60 schools
Int’l: 17 schools
Macquarie,
TD
Macquarie, RBC,
TD, NBF
Macquarie, RBC,
CIBC,
TD, NBF, RJ
Macquarie, RBC,
CIBC, TD, BMO,
NBF,
Scotia, RJ
PwC, Deloitte, EY,
KPMG
Gowlings
Macquarie, RBC,
CIBC, TD, BMO,
NBF,
Scotia, RJ,
PH&N
PwC, Deloitte, KPMG
Gowlings
Macquarie, RBC,
CIBC, TD, BMO,
NBF,
Scotia, RJ,
PH&N
PwC, Deloitte, KPMG
Gowlings, Blakes,
Bloomberg
Macquarie, RBC,
CIBC, TD, BMO,
NBF, HSBC,
Scotia, RJ,
PH&N
PwC, Deloitte, KPMG
Gowlings, Blakes,
Intralinks, Bloomberg
Each year students on the Organizing Team have contributed to the growth and success of NIBCNational Investment Banking Competition & Conference
History and Growth
15
Each year's Organizing Team has contributed to the rapid growth and success of NIBC
National Investment Banking Competition & Conference 2016
NIBC Team Experience
NIBC Experience
Tasks Time Outcomes
Team SelectionFebruary
(3 weeks)
Introduction and Team & Alumni
Meeting
Team TrainingMarch
(2 weeks)Workshops and Training Materials
Board MeetingApril
(1 week)Vision, Expectation and Mentorship
Board Working GroupApril
(2 weeks)
Instructions, Guides, Templates,
Timelines
Case DevelopmentMay-Aug
(16 weeks)
Research, Modelling, Valuation,
Structuring
Competition MarketingMay-Aug
(16 weeks)
Strategy Development, Contacting
Partners Schools
Conference Planning May-Aug
(16 weeks)
Sponsorship, Speaker and
Conference Meetings
Photo / Video ShootSeptember
(2 weeks)
Competition and Conference
Marketing, Team Photo
Valuation WorkshopsSeptember
(2 weeks)
Valuation Methodologies Presented
by Sponsoring Firm
Board MeetingOctober
(1 week)
Progress Update, Event Goals and
Priorities Discussion
NIBC Team SocialNovember
(1 week)
Pre-Conference Meeting Followed by
Team Dinner
NIBC 2016November
(1 week)
Conference, Final Round and Gala
Dinner, Night Event
16
NIBC Team & Event