NIBC 2015 COMPETITION PROSPECTUS - PKUcrm.gsm.pku.edu.cn/linkfiledir/UploadFiles/File/... · Panels...
Transcript of NIBC 2015 COMPETITION PROSPECTUS - PKUcrm.gsm.pku.edu.cn/linkfiledir/UploadFiles/File/... · Panels...
N I B C 2 0 1 5 C O M P E T I T I O N P R O S P E C T U S
NIBC 2015 Welcome Letter 01
Highlights of NIBC 2014 02
Competition Overview 04
Competition Process 05
Past Participating Universities 06
Case Development 07
First Round Case 08
First Round Evaluation Criteria 09
First Round Sample Case: NIBC 2013
Final Round Sample Case: NIBC 2014
NIBC 2014 Judges and Competition Finalists
10
11
14
Past Winners 17
Organizing Teams 18
Prospective Sponsors and Participating Firms 19
Contents
NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015 Competition Prospectus | 1
Dear Competitor,
Thank you for your interest in the 2015 National Investment Banking Competition (NIBC 2015). Competing in NIBC will allow the most accomplished and dynamic students to distinguish themselves and attain international recognition from peers and senior industry professionals. Competitors will utilize and develop skills in financial analysis, modeling, and pitching, all of which are essential to a successful career in investment banking. This year, the Competition will offer Undergraduate and Graduate students from top universities around the world the opportunity to compete for a $15,000 prize pool.
NIBC’s objective in designing the case and competition process is to provide students with a competition that simulates the work of an investment banking professional. The Organizing Team works closely with our Industry Sponsors and Board to create a competition that focuses on real-life transactions involving publicly listed companies. Participation in NIBC will provide hands-on experience and insight into the daily responsibilities of junior and senior investment bankers. These responsibilities include analysis of financial data, running scenarios in financial models, evaluating structural alternatives against client parameters, creating pitch books, and presenting to senior management. The Competition culminates in a live pitch by finalist teams to Managing Directors of leading North American investment banks.
Please take the time to review all of the rules and procedures outlined in this Competition Prospectus. Information and detailed instructions pertaining to the completion of the First Round Case will be provided in a separate First Round Case Package upon registration. Please feel free to contact Chris Wong, Director of Competition, at [email protected] with any enquiries. For registration, please visit www.nibc.ca. We wish all teams the best of luck in the First Round!
The NIBC 2015 Organizing Team,
Chris Wong, Director, CompetitionJuliet Zhu, Director, Marketing
NIBC 2015 Welcome Letter
Competition Prospectus | 2NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015
During NIBC 2014, 947 Undergraduate and Graduate students from top universities across Canada, the US, and abroad competed in the First Round, of which 160 competitors from 40 teams advanced to the Second Round in Vancouver, Canada. In the Final Round, teams from the McGill Desautels Faculty of Management (Undergraduate) and the UCLA Anderson School of Management (Graduate) were awarded first place, winning a combined prize pool of $15,000 and international recognition.
Highlights of NIBC 2014
Competition Highlights
26Canadian
Universities
40American
Universities
947First RoundCompetitors
$15,000Prize Pool
Harry Pokrandt Managing Director Macquarie Capital
Craig Dudra Managing Director
RBC Capital Markets
Kathy Butler Managing Director
CIBC World Markets
Ted McGurk Managing Director
TD Securities
Morten Eisenhardt Director
BMO Capital Markets
Dan Barnholden Managing Director
National Bank Financial
Russell Green Director
Scotia Capital
Final Round Judging Panel
Par ticipating Universit ies
Second Round and Final Round
Strategic Sale Recommendation
Pitch Book & Presentation
Lions Gate Entertainment Corp.
Valuation & LBO Analysis
Model, Memorandum & Pitch Book
Lions Gate Entertainment Corp.
First Round
6InternationalUniversities
NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015 Competition Prospectus | 3
Brett WilsonPresident & CEOFirst Capital
Conference Highlights
300Students
150Professionals
4KeynoteSpeakers
8Panels &
Workshops
Past Keynote Speakers
Ian TelferChairman of the BoardGoldCorp
Patrick MeneleyVice Chairman & Head of Global Investment BankingTD Securities
Egizio BianchiniGlobal Co-Head, Metals & MiningBMO Capital Markets
Panels Workshops Networking
• Private Equity
• Client Perspectives
• Sales & Trading
• Investment Banking Q&A
• Overview of Full-Service
Investment Bank
• Initial Public Offerings
• Mergers & Acquisitions
• Valuation
• 5-Star Gala Dinner
• Wine & Cheese
• Coffee Networking
• Evening Event
The conference represents one of the most sophisticated events focused on the capital markets, and provides attendees with an unparalleled learning and networking opportunity through keynote speeches, panels, workshops and networking events. Every year, NIBC invites company founders, CEO’s, global heads and managing directors to speak to attending students.
Doug GuzmanHead of Global Investment BankingRBC Capital Markets
Key Statistics
Competition Prospectus | 4NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015
The focus of the Competition is to provide students with the opportunity to understand and apply practical skills relevant to investment banking. The Competition will assess the various qualities desired in an aspiring Analyst or Associate and will culminate in a live pitch to Managing Directors of North American investment banks. The competition process is designed to evaluate the following traits in competitors:
• Understanding of financial concepts including financial modeling• Problem-solving skills under time pressure• Public-speaking and presentation skills • Ability to function as a team in a high-pressure and dynamic environment
Competit ion Overview
• Discounted cash flows• Trading comparables• Precedent transactions
NIBC 2012NIBC 2011 NIBC 2014NIBC 2013
NIBC 2010 NIBC 2011 NIBC 2012 NIBC 2013
FINAL ROUND
Merger Acquisition Financing Acquisition
Manufacturing Mining Mining Gaming
PRELIMINARY ROUND
Valuation Valuation Valuation Valuation
Manufacturing Fashion Sports Apparel Gaming
FinancingAcquisit ion Acquisit ionAcquisit ion
Second Round and Final Round
In the Second Round and Final Round, competitors are given several hours of resolution time to prepare advice on a realistic transaction and are required to deliver live pitches to senior investment bankers. Competitors are provided with advanced tools and guidance typically available to an investment banking deal team including market data for trading comparables, data on precedent transactions, pitch templates and a sophisticated financial model set up to evaluate capital structure alternatives and operating scenarios.
Mining GamingMining
Athletic Apparel GamingSpor ting Equipment
ValuationValuation ValuationValuation
First Round
In the First Round, competitors build and analyze a full valuation model based on discounted cash flows, trading comparables and precedent transaction analysis. Graduate students will also be required to complete additional analysis, including a leverage buyout analysis, of the same company. Competitors will then submit a detailed presentation, financial model and memorandum for evaluation.
NIBC 2010 NIBC 2011 NIBC 2012 NIBC 2013
FINAL ROUND
Merger Acquisition Financing Acquisition
Manufacturing Mining Mining Gaming
PRELIMINARY ROUND
Valuation Valuation Valuation Valuation
Manufacturing Fashion Sports Apparel Gaming
NIBC 2010 NIBC 2011 NIBC 2012 NIBC 2013
FINAL ROUND
Merger Acquisition Financing Acquisition
Manufacturing Mining Mining Gaming
PRELIMINARY ROUND
Valuation Valuation Valuation Valuation
Manufacturing Fashion Sports Apparel Gaming
NIBC 2012NIBC 2011 NIBC 2014NIBC 2013
Enter tainment
Enter tainment
NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015 Competition Prospectus | 5
Competit ion Process
First Round
The First Round takes place during October 2014. Teams will receive a case package containing detailed instructions and templates and will have four weeks to prepare their submission. The top 25 Undergraduate and 15 Graduate teams will be invited to the Second Round in Vancouver, Canada.
Second Round
Teams which have advanced from the First Round will compete in the Second Round on January 13th - 15th, 2015 at the Pan Pacific Hotel in Vancouver, British Columbia. Teams will receive a comprehensive case package and financial model, and will be given several hours of resolution time to analyze a realistic investment banking transaction. Following the resolution period, teams will be divided into pools and will have a 10-minute presentation and 10-minute Q&A session with a judging panel comprised of junior and senior bankers. These presentations will take place at the boardrooms of our sponsoring investment banks in downtown Vancouver.
Final Round
The best team from each pool will present to a live audience during the Gala Dinner on January 15th, 2015. The Final Round Judging Panel comprised of Managing Directors will select the winning teams, to which the $15,000 prize pool will be awarded.
Registration
Teams of three to four Undergraduate or Graduate students can register online at nibc.ca. The registration fee is $100 per team.
Advancement Fee
First Round competitors who are invited to the Second Round must submit an Advancement Fee in order to advance. The Advancement Fee includes three nights’ accommodation at the Pan Pacific Hotel, the Gala Dinner, evening events, and access to all conference and networking events. Teams must arrange their own transportation to and from Vancouver. We encourage Finalists to inquire whether travel or competition subsidies are offered by their universities and student societies. All Finalists will be required to pay the Advancement Fee even if they reside in the Greater Vancouver Regional District area as all Finalists are required to stay at the Pan Pacific Hotel for the duration of the Competition.*Key competition dates are tentative
REGISTRATION OPENS
August 11, 2014
FIRST ROUND CASE DISSEMINATION
October 14, 2014
ADVANCEMENT FEE DUE
December 2014
RESULTS ANNOUNCED
December 2014
FIRST ROUND CASE SUBMISSION
November 8, 2014
REGISTRATION CLOSES
October 12, 2014 S E C O N D & F I N A L R O U N D
January 13 - 15, 2015Vancouver, CanadaBe recognized, nationwide.
NIBC
Highlights from NIBC 2012
Competition Prospectus | 6NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015
Past Part icipating Universit ies
Canadian Universities
US Universities
International Universities
NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015 Competition Prospectus | 7
Amardeep Chandi!KKRAssociate!
Case Committee"
Canadian Universities
Gint Austrins!Global SecuritiesResearch Analyst!
Case Committee"
Since NIBC’s inception, the cases used in the Competition are designed by NIBC’s Case Committee. The Case Committee is comprised of professionals who have dedicated their time and experience in financial analysis and transaction structuring to work with the Organization Team. Throughout the case creation process, the Case Committee screens companies, reviews trading comparables and precedent transactions, and consults with industry experts to identify suitable real-life situations. As part of the Final Round Case, the Case Committee works with the Organizing Team to prepare a sophisticated financial model and information package for competitors as well as a comprehensive case summary for judges.
NIBC’s Board consists of the Case Committee as well as general members. Prior to dissemination of the cases, the Case Committee receives input from industry professionals from sponsoring firms as well as the Board’s general members.
Case Development
Martin Haakonsen!TD SecuritiesAnalyst!
Case Committee!
David Lam!Macquarie CapitalAnalyst!
Case Committee!
Jacky So!Barclays Analyst!
Case Committee!
Brenden Lee!Evercore PartnersAnalyst!
Case Committee!
Philip Chua!Macquarie CapitalAssociate!
Case Committee"
Michael Scott!RBCCapital Markets Vice President!
Case Committee!
Case Committee
Tracey McVicar!CAIPrivate EquityManaging Partner!
Board Member!
Kathy Butler!CIBC World MarketsManaging Director!
Board Member!
Chris Tsoromocos!Stern PartnersVice-President!
Board Member"
Rizvan Dhalla!Morgan StanleyManaging Director!
Board Member"
Scott Powell!MDA Training President!
Board Member"
Jordan Anderson!bcIMCAssistant Portfolio Manager!
Board Member"
Board Members
Harry Pokrandt!Macquarie CapitalManaging Director!!
Board Member!
Competition Prospectus | 8NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015 NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015
You are a new hire at an investment bank and extremely keen to prove yourself. Your team is in Las Vegas for a “site visit” to Marquee Dayclub as part of the negotiations around the sale of the Cosmopolitan of Las Vegas, following a highly-recognized pitch your team delivered two years ago. You have heard rumors that a Managing Director has requested your Associate to create a comprehensive valuation model for a company likely to be involved in a major transaction in the near future.
You volunteer to take a first cut at a valuation model based on discounted cash flows, trading comparables and precedent transactions. Your Associate has left a compilation of partially filled out templates and data on the respective company. In addition, after reviewing your company’s extensive data bank, you have found several relevant documents that would be useful in valuing the company.
While you are waiting for specific information about the prospective transaction to emerge, you approach your analysis by asking the fundamental questions of how to determine the value of the company and what type of corporate finance transaction this company might benefit from.
The Scenario
First Round Case Overview
NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015 Competition Prospectus | 9
Discounted Cash Flow (DCF) Analysis
DCF analysis is a critical aspect of a company valuation in every corporate finance transaction. The first task will be to forecast future financial statements of the company based on historical data and publicly available information in order to derive free cash flows and discount them by the appropriate cost of capital. This analysis is prepared to ascertain the present value of the company’s cash flows and ensure a detailed understanding of the company.
Trading Comparables
This section requires teams to use trading multiples of comparable companies to assess the value of the target company. Teams will be asked to complete a set of trading multiples for several companies and assess which companies are the most suitable for valuing the target company. Teams will be required to provide explanations for their selection of comparables and identify valuation themes relevant to the target company.
Precedent Transactions
This section requires teams to use transaction multiples of precedent transactions to assess the value of the target company. Teams will be asked to complete a set of transaction multiples for precedent transactions and assess which transactions are the most suitable for valuing the target company. Teams will be required to provide explanations for their selection of precedents and identify valuation themes relevant to the target company. Leverage Buyout (LBO) Analysis
This section requires teams to assess the value of the target company assuming an LBO transaction. Teams will be required to determine appropriate valuation and financing assumptions based on precedents and market information.
Strategic Analysis
Teams are required to provide an analysis of the current valuation of the company relative to its forecast and various valuation approaches employed. As final objective, teams will be required to utilize the analysis on the company’s valuation to present strategic alternatives for increasing the company’s shareholder value.
Overall Presentation
Your work as investment banking professional will be viewed externally by shareholders and internally by senior investment bankers, who expect high quality work product in every spreadsheet and presentation. The section of teams advanced to the Second Round will be made by senior professionals based on the quality of analysis, intuitive organization and visual appeal of the PowerPoint presentation submitted.
First Round Evaluation Criteria
20%! 20%! 15%! 10%! 35%!
Discounted Cash Flow"
Trading Comparables"
Precedent Transactions"
Leveraged Buyouts"
Strategic Analysis"
Competition Prospectus | 10NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015
First Round Sample Case: NIBC 2013
Valuation and Strategic Review of Wynn Resorts International
A financial sponsor has requested a meeting with an investment bank to discuss the valuation of and strategic alternatives for Wynn Resorts. The presentation is to include a thorough analysis of what the company is worth and what type of corporate finance transactions the company might benefit from in the future.
Case Material:
• Information package with key information and data on Wynn Resorts, the gaming industry and precedent transactions
• Excel template used for DCF, comparables, precedents and LBO analysis
• Guiding questions on topics to be considered in strategic review
Model Inputs: Model Outputs:
• Segmented Revenue Growth
• EBITDA Margins
• Capex Projections
• WACC Components and Terminal Value
• LBO Financing Assumptions and Exit/Entry Multiples
Specific Concepts:
• Analysis of company performance based on forecasted revenues, EBITDA margins, and free cashflows
• Analysis of company share price compared to fundamental DCF valuation and relative valuation based on trading
comparables and precedents
• Analysis of competitive position against industry peers
• Analysis of strategic alternatives and potential corporate finance transactions
• Free Cashflow Schedule
• Share Price
• Valuation Multiples
• IRR
• LBO Sources & Uses of Funds
NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015 Competition Prospectus | 11
Final Round Sample Case: NIBC 2014
Time Warner Acquisition of Lions Gate Entertainment
An activist hedge fund owning 37% of Lions Gate would like to explore a sale of Lions Gate, which has returned 363% in three years but may have achieved most of its growth potential. The board of Time Warner invites a number of investment banks to provide strategic insights in relation to the estimated minimum offer price, optimal financing structure, potential earn-out arrangements and tactical approach to execution.
Case Material:
• Information package with key information and relevant data on Lions Gate and Time Warner
• Fully-built Excel model with pre-set variable inputs and summary outputs to be pasted into slides
• Director memo from “transaction director” suggesting sequence of analysis and topics of slides
Model Inputs: Model Outputs:
• Premium over Share Price
• Earn-out% of Sales of EBITDA
• Size and Timing of Synergies
Specific Concepts:
• Strategic & Financial Rationales for M&A in Media Industry
• Valuation and Stock Price Impact
• Accretion / Dilution, IRR and NPV Metrics
• Synergies and Efficiencies
• Levered Financing Structures and Debt Metrics
Hunger Games (Lions Gate Entertainment) Lord of the Rings (Time Warner)
• Sensitivities on Forecast
• Proportion of Shares versus Cash
• Interest Rate on Corporate Debt
• Levered/Unlevered Asset IRR and NPV
• EPS Accretion / Dilution
• Net Debt to EBITDA Ratio
• Stock Versus Cash Consideration
• Deferred Payment Structures, Contingent Value Rights
• Board and Shareholder Approvals
• Management Incentives and Retention
• Bid Security and Price Protection Mechanisms
Competition Prospectus | 12NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015
Case Examples: NIBC 2014
NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015 Competition Prospectus | 13
Case Samples: NIBC 2013
Competition Prospectus | 14NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015
Craig DudraManaging Director & Co-Head of Investment Banking (Vancouver)RBC Capital Markets
2014 Final Round Judging Panel
Harry PokrandtManaging DirectorMacquarie Capital
Kathy ButlerManaging Director & Co-Head of Investment Banking (Vancouver)CIBC World Markets
Ted McGurkManaging DirectorTD Securities
Morten EisenhardtDirectorBMO Capital Markets
Dan Barnholden Managing Director & Head of Investment Banking (Vancouver)National Bank Financial
Russell GreenDirectorScotia Capital
NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015 Competition Prospectus | 15
2014 Undergraduate Division WinnersDesautels Faculty of Management
Competition Finalists
2014 Graduate Division WinnersUCLA Anderson School of Management
University of British Columbia
AAA Trio
Bryce RobinsonJennifer Jordache
Walter Cavinaw
The University of Hong Kong
Alpha Plus
Linus LeeBrian Li
Julia LauYvonne Tam
Ryerson University
Troy BorlinhaPaul Blennerhassett
William CampbellVladmir Bublik
University of British Columbia
Breaking Bonds
Peter KayeTudor BarcanWalton Lim
Nikolay Mal’tsev
University of Western Ontario
CapEx
Changhao GuGeoffrey MolnarRavi Unhelkar
David Li
University of Utah
Eccles Capital
Taylor NielsenBryce Whiting
Kaitlyn SaundersBenton Sturt
University of Waterloo
Em & A
Anqi WangMichael WangJason Gong
Joanne Toporoski
HEC Montreal
FPHEC
Alexandre BuissieresEric Farmer
Maxime NonglatonVincent Forbes
University of Victoria
Emery Capital
Yang YouEcho Yang
McKenzie TaylorEric Wong
University of Notre Dame
Fighting Irish
Yegor ElkinMichael Noelke
Justin Vogt
University of Western Ontario
KPC
Emily XiVictor Xu
Aaron Xian Di Mo
University of Waterloo
Leviathan Buyouts
Zhen Han ChongCedric KohJimmy FangMichael Mao
University of Western Ontario
Mustang Partners
A.J. MarkowskiFelix BoisseMike JaksaDarly Bendo
University of Manitoba
Mergers & ASPERitions
Gregory SoenenJohn CrockettTyler Nguyen
Mohammed Abas
Laval University
MRCR Consultants
Pascale BeaudinMarc BouchardRafael Fortier
Catherine Roussel
Florida International University
Phoenician Investment Fund
Mike CapoteBernardo Castro
Carlos ConsuegraJin Dong
University of Toronto
RSM Capital
Michael KeeganRadhika Karker
Saniya MahboobMichael Bercovici
University of British Columbia
QEE Capital
Orhan EldarovDhruv Sood
Pouya SiadatRaj Ahuja
Wilfred Laurier University & University of Waterloo
Rainmakers
Christopher Glizczynski Alexsander Damjan
Michael YongChristopher Hau
Capital Markets Group
McGill University
Positive Carry
Emily Ren Ivan Di
Nicholas BigelowMak Doric
Competition Prospectus | 16NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015
Point Break InvestmentKevin Zhang
Joseph DuronioAlexandre Jorion
Zack Conroy
UCLAUniversity of Waterloo
Team Accounting
Henry YuAili HuangHelen Hu
Onisifor Prisecaru
University of Toronto Mississauga
UTM Fast Four
Jun Yo KimJiachen YaoSally Lam
Jin Young Han
University of Waterloo
Waterloo Black
Harsh ShahBojan JoncerskiFaizan SiddiquiRebecca Yao
The University of Hong Kong
Alpha Kong
Piyush ChoudharyMohamed Ahsan
Karthik ReddyShogo Tanaka
University of Toronto
BKMM:MFin15
Ke SunBlake Dumelie
Matthew StephensonMichael Yang
Queen’s University
Cha Gheill
Nina GuVenkata Srinathnanduri
Dennis Lo
Purdue University
Boiler Finance
Brian FishJin Guo
Patrick HaslangerLukas Brenner
University of Minnesota
Carlson Graduate
Matthew BornRobert TinkhamNicholas Horns
Andrew Tsai
Queen’s University & Cornell University
CQ Capital
Lawrence TruongMorgan Burrows
Sean MasonBrendan Doucette
University of Denver
Daniels Professional
Ling ZhangTimothy Powers
Qiwen XueWei Peng
Georgia Institute of Technology
Georgia Tech Finance Club
Joseph SchagerKevin Reich
Christopher ZahrtJeff Williams
McMaster University
DBS Capital
Ahmad SyedJames Lyn
Bahaa AbdelfattahOliver Rowe
University of Denver
Fortis Capital
Evin BoyleMane Poghosyan
Chris WorelDavid Purinton
HEC Montreal
J3S Capital
Jan ArpSebastien MorinSantiago Franco
Mohsen Mousavinasab
University of Toronto
Maple Capital Partners
Sulaksan Uruthiramoorthy Pier Nasso
Christopher LaJeffrey Nagoshima
York University
SIBC
Michael FerberGideon Tjandra
Thomas CharnockPatrick Dydynski
The University of Hong Kong
Pi
Jim ShaoAshish SrivastavaSitaraman ViyerJacqueline Gao
University of Toronto
YYZ Capital
JP SadoAndrew DeluceWahed Fidaali
Cameron Loree
National University of Singapore
SGX Titans
Gavin LohVernon LohWei ZhitongWilliam Lim
Participating Universities 72
Competitors (Teams) 250
Competitors (Persons) 947
Rounds 3
Prize Pool $15,000
Competitor Distribution2014 Competition Highlights
Graduate
Year 4
Year 3
Year 2
Year 1
Graduate 45% Undergraudate 55%
Eastern Canada 39%
US 31%
Western Canada 22%
Asia 7%
Europe 1%
NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015 Competition Prospectus | 17
Past Winners
NIBC 2013 Undergraduate Winners!
NIBC 2012 Graduate Winners!
NIBC 2011 Undergraduate Winners!
2013 Undergraduate Division!
Richard Ivey School of Business!
Kevin Zhou!
GS Investment Partners!Analyst!
Kevin Gryp!
Silver Lake Partners!Summer Analyst!
Feroz Qayyum!
Evercore Partners!Analyst!
Rohit Guntur!
Morgan Stanley!Analyst!
2012 Graduate Division!
Rotman School of Management!
Aman Malik!
Credit Suisse!Associate!
Gregory Jones!
BMO Capital Markets!Associate!
Shaaj !Vijay!
RBC Capital Markets!Associate!
Stephen Ou!
RBC Capital Markets!Associate!
2011 Undergraduate Division!
Sauder School of Business!
Jordan Pandoff!
BMO Capital Markets!
Associate!
Alex White! TD Securities!Associate!
Haroon Chaudry!
BMO Capital Markets!Analyst!
Sarah Thain! Hecla Mining!Senior Analyst !
Highlights from NIBC 2012
Competition Prospectus | 18NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015
Organizing Teams
NIBC 2014 Organizing Team!
NATIONAL INVESTMENT BANKING COMPETITION & CONFERENCE 2015 Competition Prospectus | 19
P r i v a t e E q u i t y
Prospective Sponsors and Participating Firms
Be recognized, nationwide.
Founded in 2007, the National Investment Banking Competition & Conference (NIBC) is an established organization which brings together students from 73 universities and 150 professionals in an annual Case Competition and Conference which run parallel to each other. In 2014, the Competition attracted 250 competing teams comprised of 947 Undergraduate and Graduate students from top schools across North America with the finalists competing in the Final Round in January 2014 in front of over 300 students and 150 professionals attending the Conference. With the assistance of a committed Board of senior finance professionals, NIBC has become one of the most comprehensive and interactive investment banking events catered to students in North America and serves as one of the best opportunities to learn about investment banking and the capital markets.
nibc.ca
Organizing Team Chris Wong (Director, Competition)
Nicole Dee (Director, Case Development)
Leanne Li (Director, Conference)
Juliet Zhu (Director, Marketing)
Sandra Woo (Director, Media)
Clarabel Luk (Director, Internal)
Hovy Qiu (Associate, Competition)
Soroush Karimzadeh (Associate, Case Development)
Jennifer Jordache (Associate, Case Development)
Karsten Lee (Associate, Marketing)
Nicole Ponto (Associate, Marketing)
General Board Members
Tracey McVicar (Managing Partner, CAI Private Equity)
Kathy Butler (Managing Director, CIBC World Markets)
Chris Tsoromocos (Vice-President, Stern Partners)
Harry Pokrandt (Managing Director, Macquarie Capital)
Rizvan Dhalla (Managing Director, Morgan Stanley)
Jordan Anderson (Assistant Portfolio Manager, bcIMC)
Scott Powell (President, MDA Training)
Case Committee Philip Chua (Associate, Macquarie Capital)
Michael Scott (Vice President, RBC Capital Markets)
Gint Austrins (Equity Analyst, Global Securities)
Amardeep Chandi (Associate, KKR)
Martin Haakonsen (Analyst, TD Securities)
Jacky So (Analyst, Barclays)
Brenden Lee (Analyst, Evercore Partners)
David Lam (Analyst, Macquarie Capital)
Contact Information
The NIBC Organizing Team would like to thank you for your interest in NIBC 2015. For further enquiries, please feel free to contact:
Chris Wong | Director, Competition | 604.961.2203 | [email protected] Qiu | Associate, Competition | 778.668.2668 | [email protected]
About NIBC