INVITATION TO THE 2019 ANNUAL WINE & CHEESE AND GALA … · The NIBC Live video portal provides...
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INVITATION TO THE 2019 ANNUAL WINE & CHEESE AND GALA DINNER Thursday, March 14 th , 2019 – Pan Pacific Hotel Vancouver CORPORATE SPONSORS WINE & CHEESE | 4:30PM GALA DINNER | 5:50PM MANAGING DIRECTOR PANEL: Top 8-16 Finalists out of 2,000 Competitors Platinum Current & Past Participants Silver Gold CASE KEYNOTE: Carrie Kirkman, Fashion Retail CEO PERFORMANCE: Sanaz Sotoudeh, Fazioli Ambassador M&A IN LUXURY FASHION
Transcript of INVITATION TO THE 2019 ANNUAL WINE & CHEESE AND GALA … · The NIBC Live video portal provides...
I N V I TA T I O N T O T H E 2 0 1 9 A N N UA L
W I N E & C H E E S E A N D G A L A D I N N E R
Thursday, March 14 th, 2019 – Pan Pacific Hotel Vancouver
C O R P O R A T E S P O N S O R S
WINE & CHEESE | 4:30PM
GALA DINNER | 5:50PM
MANAGING DIRECTOR PANEL: Top 8-16 Finalists out of 2,000 Competitors
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CASE KEYNOTE: Carrie Kirkman, Fashion Retail CEO
PERFORMANCE: Sanaz Sotoudeh, Fazioli Ambassador
M&A IN LUXURY FASHION
VANCOUVER TORONTO NEW YORK
✓ Established by Finance Students in 2009 to bring the top global finance firms to Vancouver
✓ First and largest international investment banking competition in the world
✓ Top recruitment sponsorship priority for Canadian investment banks
✓ Your ticket to investment banking at the Sauder School of Business
✓ Real Skills
✓ Adjudicated by Investment Bankers
DAY 1 | CASE COMPETITION
✓ Real Companies
✓ M&A in Luxury Fashion
SELECT PARTICIPATING FIRMS
30% discount code for Sauder Students:
“SauderFinalRound”
OPENING RECEPTION WINE & CHEESE AND GALA EVENING EVENT
✓ Drai’s Nightclub Venue
✓ Vancouver’s #1Night Venue
✓ Final Round & Gala
✓ 5-Star Pan Pacific Hotel
✓ Networking
✓ Black & Blue / Trump Lounge
✓ Kathy Butler, Regional Head CIBC World Markets
✓ Underwriter for NYC-based Berkshire Partners
DAY 2 | DEAL PRESENTATION
✓ Analyst, Associate, Director Perspectives
✓ Professionals from Top Wall Street Firms
DAY 2 | SELLSIDE & BUYSIDE PANELS
March 13th – 14th | Two Full-Day Events | Pan Pacific Hotel Vancouver
Register for Final Round Conference at www.nibclive.com or
email [email protected] for more information
DAY 2 | OPENING KEYNOTE DAY 2 | CASE KEYNOTE DAY 2 | GALA PERFORMANCE
Global Head of Investment Banking
RBC Capital Markets
CEO (2016)
Sears Canada
President
Global Brands Group Canada
NIBC Final Round Conference Invitation2009-2019 | 10-Year Anniversary
NIBC.ca | Competition Highlights Video
VANCOUVER TORONTO NEW YORK
National Investment Banking Competition & Conference 2018-2019
BoardTraining
Team Welcome
Primary External 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
2
Board Oversight
Board Representation
Philip
Chua
Associate Competition
Director Conference
Sofiia
Salimova
Tennille
Robertson
Nina
Erdevicki
Associate Competition
DirectorOperations
James
Huang
AssociateConference
Eric
Hall
nibc.ca
National Investment Banking Competition & Conference 2018-2019
NIBC 2018-2019 Conference Invitation
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Location Pan Pacific Hotel | 300-999 Canada Place, Vancouver, BC V6C 3B5 Canada
Date Wednesday, March 13th, 2019 – Thursday, March 15th, 2019 (Start: Wednesday at 9:00am)
Registration Please visit this link to register
Deadline: Must register by Friday, March 1st 2019 and note that capacity is very limited this year (50-75 spot)
Contact Contact: For any inquiries, please email [email protected].
Eric Hall
NIBC Organizing Team
Associate Director, Competition
(604) 700-4120
Tennille Robertson
NIBC Organizing Team
Associate, Competition
(604) 671-0593
James Huang
NIBC Organizing Team
Director, Operations
(778) 865-9319
Sofiia Salimova
NIBC Organizing Team
Director, Conference
(604) 396-7445
NIBC and the 5-Star Pan Pacific Hotel Vancouver are pleased to host the NIBC 10th-Year Anniversary
NIBC would like to invite a select number of Graduate and Undergraduate students to attend the NIBC 2018-2019 Conference in Vancouver.
Conference guests will have access to all conference and networking portions as well as the opportunity to work through the case and receive
all case preparation materials and online video training access provided to competitors in advance.
NOTE: If you are a Sauder Student, please contact [email protected] for available school subsidies.
National Investment Banking Competition & Conference 2018-2019
Conference Objectives
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The mission of NIBC is to bring together high-caliber individuals and deliver an unforgettable experience
D. EXPERIENCE
Exceptional people from around the world
in luxurious venues
A. CASE SIMULATION & SKILLS
Models and pitchbooks on authentic
transactions & online training access
B. EXPERT INSIGHTS
Success stories & presentations from
seasoned leaders
C. NETWORKING
Professionals from global investment banks
and private equity firms
National Investment Banking Competition & Conference 2018-2019
Conference Itinerary
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Day 1: Opening Dinner
Following the Case Simulation, conference guests will be invited to
an Opening Dinner in a restaurant venue and have the opportunity
to network amongst themselves and with professionals.
Day 2: Wine & Cheese and Gala Dinner
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 1: Case Simulation (Hotel)
Conference guests are given 6 hours to work in groups on the Final
Round Case in the Chrystal Pavilion Ballroom.
Teams will receive scenario-enabled financial models, datasets
and charts and have an opportunity to present to panels of industry
professionals and win prizes.
Members of the NIBC Organizing Team and professionals will be
available to assist team during the case resolution period.
Day 2: Panels & Deal Presentations
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
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 1 - Wednesday (Mar 13th, 2019)
Day 2 – Thursday (Mar 14th, 2019)
Registration
Case Simulation
Opening Dinner
Day 3 – Friday (Mar 15th, 2019)
Interviews
Post Interview-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
Day 2: Evening Event
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 & Conference 2018-2019 6
NIBC 2019 CONFERENCE TICKET Register Online for Latest Pricing
Conference Package 1-2 Breakfasts, 2 Dinners, Case Simulation, Conference, Receptions ✓
Day 1: Case Simulation Ticket Full-Day Financial Model, Case Package, Judging Panels, Gift Bags ✓
Day 1: Opening Dinner Ticket Opening Dinner at Hotel & Restaurant Venue ✓
Day 2: Conference Ticket Full-Day Speeches, Deal Presentations, IB & PE Panel ✓
Day 2: Wine & Cheese Ticket Networking Reception with Food & Drink Ticket ✓
Day 2: Gala Dinner Ticket 3-Course Banquet Dinner at 5-Star Hotel ✓
Day 2: Evening Event Ticket Complimentary Entrance and Drink Ticket at High-End Night Venue ✓
Conference Registration Package
Preparation Materials & Online Access
Online Final Round Preparation Past Final Round Preparation Models and Cases ✓
Online NIBC Live Portal Extended Access to Final Round Templates, Charts, Tutorials and Feedback ✓
Online Corporate Finance Institute Accounting, Financial Statement, Financial Analysis, Valuation Course ($244 retail) ✓
Registration & Out of Town Guests: Please register online as capacity is very limited (50-75 spots). NIBC is able to help arrange
accommodation for a limited number of guests at discounted rates. Please contact Sofiia.Salimova@nibc.
NOTE: If you are a Sauder Student, please contact [email protected] for available school subsidies.
National Investment Banking Competition & Conference 2018-2019
Online Skills Training
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The NIBC Live video portal provides
video tutorials & templates to participants
in the 2018-2019 National Investment
Banking Competition.
The portal is designed to give participants
online resources to develop their skills
ahead of the Final Round,
Please join the free Open Training &
Templates Library for more information.
A selection of clips can be viewed under
the links provided.
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 2018-2019 8
Conference Venues
HOTEL & GALA DINNER VENUE RECEPTION & EVENING VENUE
Overview of NIBC 2009-2019
NIBC.ca | Competition Highlights Video
VANCOUVER TORONTO NEW YORK
National Investment Banking Competition & Conference 2018-2019
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 2018-2019
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 2018-2019
Corporate Partners
Select Past Participating Firms
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National Investment Banking Competition & Conference 2018-2019
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 2018-2019 14
Venues & LocationsN
IBC
2009
-2
01
9|
PA
NP
AC
IFIC
–S
HA
NG
RI-
LA
–H
YA
TT
–DRAI’S
National Investment Banking Competition & Conference 2018-2019
Canadian Origin
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Western
Canada
Select Past Participating Canadian Schools
National Investment Banking Competition & Conference 2018-2019
International Footprint
Year
4
16
Select Past Participating European and Asian Schools
Select Past Participating American Schools
National Investment Banking Competition & Conference 2018-2019
Board Members
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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 2018-2019
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 2018-2019
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
19
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