NIBC 2017 | Western Canada Conference

Shangri-La Vancouver, Thursday October 12th, 2017Workshops | Simulations | Panels | Keynotes | Wine & Cheese

National Investment Banking Competition & Conference 2017

Conference Overview

2

Date Thursday October 12th, 2017

Time 9:00am – 6:00pm Workshops | Investment Banking Simulation

6:00pm – 9:00pm Wine & Cheese | Live Entertainment

Location Shangri-La Vancouver

Audience Finance Students & Investment Banking Professionals in Western Canada

Tickets $25 for Competitors1 / $50 for Non-Competitors / $40 for UBC Finance Association | Please visit www.nibc.ca

The National Investment Banking Competition (NIBC) is hosting the 2017 Western Canada Conference to help

students develop industry perspectives and connect them with the professional community

1 Registered competitors in NIBC 2017 must separately sign up for the Western Canada Conference; students who sign up for the Conference first will

receive a $25 / $15 refund if they later sign up for the Competition depending on whether they paid $50 / $40

The 2017 Organizing Team looks forward to welcoming you to the Western

Canada Conference!

Sofiia Salimova

NIBC 2017 Organizing Team

Director, Conference

(604) 396-7445

sofiia.salimova@nibc.ca

Ali Geum

NIBC 2017 Organizing Team

Associate, Competition

(778) 928-5115

ali.geum@nibc.ca

National Investment Banking Competition & Conference 2017 3

Event Highlights

Kathy Butler

Opening Address | 11:30am – 12:00pm

Managing Director & Head of British Columbia Investment Banking

CIBC Capital Markets

Randy Smallwood

Keynote Fireside Chat | 5:00pm – 6:00pm

President & CEO

Wheaton Precious Metals | NYSE:WPM

Wine & Cheese Reception | Live Music

Shangri-La Vancouver | 6:00pm – 9:00pm

Jade | R&B, Soul and Jazz

National Investment Banking Competition & Conference 2017

Conference Schedule

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▪ Research Tools

▪ Financial Analysis and Valuation

▪ Capital Structure and Corporate Finance

▪ Valuation and Transaction Models

▪ Key Model Parameters and Scenarios

▪ Pitchbook Development

▪ Career Insights

▪ Industry Experience

▪ Industry Networking

▪ Live Entertainment

8:30am – 9:00am Registration

9:00am – 9:30am Industry Overview

9:30am – 11:30am Corporate Finance Workshop

11:30am – 12:00pm Opening Address | Kathy Butler (CIBC)

12:00pm – 1:00pm Lunch Break

1:00pm – 4:00pm Investment Banking Simulation

4:00pm – 5:00pm Industry Panel

5:00pm – 6:00pm Fireside Chat | Randy Smallwood (Wheaton)

6:00pm – 9:00pm Wine & Cheese | Live Entertainment

Shangri-La Vancouver | Thursday October 12th, 2017

National Investment Banking Competition & Conference 2017

NIBC Profile

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

TRAINING Access to Industry Templates | Video Tutorials through Online Competitor Portal

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 | Wine & Cheese

AUDIENCE 150 Students at Wine & Cheese | 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 Statistics & Participants

Final Round 2017

Venue Hyatt Regency

Keynotes 2

Deal Presentations 3

Panels 2

Evening Event (King Street)

Student Participation

Universities 100+

Competitors 1,600

Competition Finalists 250

Conference Delegates 150

Professional Involvement

Board Members 15

Boardroom Judging 30

Workshops & Panels 25

Wine & Cheese 70

Gala Dinner 120

Total 150

Corporate Partners

Investment Banks 17

Private Equity Firms 4

Asset Management 8

Accounting/Law Firms 5

Industry 9

Total Firms 43

5

National Investment Banking Competition & Conference 2017

NIBC 2017 Competition Portal

6

The NIBC Live video portal provides video

tutorials & templates to competitors in the

2017 National Investment Banking

Competition, held in Toronto on November

29-30.

Graduate & undergraduate students may

sign up teams of 2-4 students at

. Upon registering for the First

Round, competitors receive access to

ddddddddddd until November 30th.

A selection of clips can be viewed under

the links provided.

Content for the portal was created by past

organizing team members to provide

competing teams from all backgrounds

with resources to refine their corporate

finance skills.

NIBC.ca.

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

National Investment Banking Competition & Conference 2017

Past NIBC Speakers

Frank GiustraLions Gate

Founder & CEO

Keynote Speaker

Gala Dinner

W. Brett WilsonFirst Energy Capital

Co-Founder & Chairman

Keynote Speaker

Gala Dinner

Ian TelferGoldcorp

Chairman

Keynote Speaker

Gala Dinner

Robert HerjavecShark Tank

Lead Panelist

Keynote Speaker

Wine & Cheese

Peter BrownCanaccord Genuity

Founder & Chairman

Keynote Speaker

Gala Dinner

Noah WintroubJ.P. Morgan

Vice Chairman, IB

Keynote Speaker

Opening

Doug GuzmanRBC Capital Markets

Global Head, IB

Keynote Speaker

Opening

David TrujilloTPG

Head, New Media

Deal Presentation

AirBnB

Curt SigfsteadJ.P. Morgan

Co-Head, Technology

Keynote Speaker

Opening

7

Robert Herjavec & NIBC Team

Frank Giustra | Brett Wilson & NIBC Team

Peter Brown & NIBC Team

Past Keynote Speakers (2009-2016)

National Investment Banking Competition & Conference 2017

NIBC Board Members

Nicole Dee

Silver Point

(Goldman Sachs)

Analyst

Case Committee

Tracey McVicar

CAI

Private Equity

Managing Partner

Board Member

Kathy Butler

CIBC

World Markets

Managing Director

Board Member

Scott Powell

MDA Training

President

Board Member

Chris Tsoromocos

Trafalgar Partners

(Stern Partners)

Managing Director

Board Member

Rizvan Dhalla

Morgan Stanley

Managing Director

Board Member

Harry Pokrandt

Espresso Capital

(2016)

(Macquarie)

Board Member

Jordan Anderson

bcIMC

(TD Securities)

Portfolio Manager

Board Member

Philip Chua

Macquarie (2016)

(UBS)

Case & Oversight

Committee

Michael Scott

RBC Capital

Markets

Director

Board Member

Amardeep Chandi

Caspian Capital

(KKR)

(Morgan Stanley)

Analyst

Board Member

David Lam

Macquarie Capital

Associate

Case Committee

Noam Gilead

J.P. Morgan

Associate

Oversight

Committee

Charles Wong

Canaccord

Genuity

Analyst

Oversight

Committee

Nicole Ponto

Jefferies

Analyst

Oversight

Committee

Haroon Chaudhry

BMO Capital

Markets

Associate

Oversight

Committee

Brenden Lee

Oaktree (2016)

(Evercore)

Case Committee

Martin Haakonsen

TD (2017)

Associate

Board Member

NIBC Board Members Case Committee Oversight Committee

Gint Austrins

Global Securities

(UBS)

Equity Analyst

Board Member

Dipak Kamdar

McKinsey & Co.

(RBS)

Associate

Board Member

8

National Investment Banking Competition & Conference 2017 9

William

Liaw

Cameron

Strukoff

Sofiia

Salimova

Jane

Li

Beca

Yin

Alexander

Qu

Ali

Geum

Mathilde

Ho

Matheus

Sampaio

Amir

Zanjani

Simon

Hua

Anna

Zynyuk

Name Position Year Experience & Achievements

William 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 Catalyst | 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 | BMO | 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 Canalyst | Canaccord Genuity | Full Undergraduate Major Entrance Scholarship

Amir Zanjani Associate, Conference 3 Mackie Research Capital | Beta Financial Markets | Team Captain Municipal Hockey

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

NIBC 2017 Organizing Team

National Investment Banking Competition & Conference 2017

Year Work Experience

Philip Chua 2010 Macquarie | UBS Investment Bank

Amardeep Chandi 2010 Caspian Capital | KKR | Morgan Stanley

Dipak Kamdar 2010 McKinsey & Co. | Maybank | RBS

Jenny Hu 2010 McKinsey & Co. | Partnerships BC

Noam Gilead 2010 J.P. Morgan | RBC Asset Management

Gint Austrins 2011 Global Securities | UBS Investment Bank

Jacky So 2011 Barclays Capital | BAML

Sean B. McNulty 2011 XIB Financial | CIBC World Markets

Jose A. Gonzalez 2011 Mitsubishi UFJ | Citi | Leith Wheeler

Katherine Barends 2011 Adidas | CIBC Wood Gundy

Martin Eston 2011 RBC Capital Markets | Fulcrum Capital

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 World Markets | KPMG

Andra Bosneaga 2012 RBC Capital Markets | CIBC World Markets

Martin Haakonsen 2012 TD Securities | Elkjop AS

Vina Yiu 2012 BAML | Morgan Stanley

Terence Kwan 2012 McKinsey & Co. | Canaccord Genuity

David Lam 2013 Macquarie Capital | GE Capital

Brenden Lee 2013 Oaktree Capital | Evercore Partners

Jasmin Kirk 2013 Lane Crawford | Rabobank

John Sanden 2013 RBC Capital Markets | Connor, Clark & Lunn

Charles Wong 2013 Canaccord Genuity | HSBC

Carmen Chan 2013 Citi | Global Securities

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

Derek Dodd 2013 KKR | RBC Capital Markets

Jennifer Liu 2013 Goldman Sachs | RBC Capital Markets

Year Work Experience

Garrett Clyne 2014 TD Securities | Bentall Kennedy

Louisa Yeung 2014 Deloitte | TD Securities

McKenzie Milhousen 2014 Morgan Stanley | Goldman Sachs

Taylor Carkner 2014 CIBC World Markets | Fulcra Assets

Chris Wong 2015 BMO Capital Markets | TD Securities

Nicole Dee 2015 Silver Point Capital | Goldman Sachs

Leanne Li 2015 Scotiabank | Sun Life Financial | HSBC

Juliet Zhu 2015 HSBC | Silicon Valley Bank

Sandra Woo 2015 AGF Investments | Global Securities

Clarabel Luk 2015 PwC | Wesgroup Properties

Soroush Karimzadeh 2015 Novarc Technologies | Andritz

Jennifer Jordache 2015 CPPIB | BAML

Karsten Lee 2015 GMP FirstEnergy | HSBC Global Banking

Hovy Qiu 2015 GF Capital | Bank of Communication

Nicole Ponto 2015 Jefferies | CIBC Wood Gundy

Olya Kubliy 2016 RBC Capital Markets

Joseph Liu 2016 Tricor Pacific | Cormark Securities

Lucien Lu 2016 Ardenton Capital | Regimen Capital Partners

Jonathan Young 2016 RBC Global Asset Management

Jamie Farrell 2016 Macquarie Capital

Jessica Ljustina 2016 RBC Capital Markets

Josh Dogor 2016 OTPP

Cameron Strukoff 2017 Scotiabank GBM | Morgan Stanley

William Liaw 2017 Barclays Capital | HSBC GBM

Mathilde Ho 2017 Scotiabank GBM | Canalyst

Matheus Sampaio 2017 Scotiabank GBM

Alexander Qu 2017 Nomura | Macquarie Capital

Beca Yin 2017 HSBC GBM

Organizing Team Network

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