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

http://www.nibc.ca/content/team-directory


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


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


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


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)


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


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


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


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


Year

4

International Footprint

11

Participating European and Asian Schools

Participating American Schools

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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


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


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


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

National Investment Banking Competition & Conference

Documents

Transcript of National Investment Banking Competition & Conference