Competition Overview | NIBC 2019-2020

VANCOUVER TORONTO NEW YORK

Participate in the World’s Largest Investment Banking Competition

WATCH COMPETITION VIDEO

National Investment Banking Competition 2009-2020 1

 Organizing Team Welcome

Competition Team Board Representation

James Eric Maori Tennille Eric Viktoriya Philip Tim

Huang Hall Hayashi Robertson Norman Tsurikova Chua Vipond

Corporate Competition Operations Conference Training Events Oversight Training

For more information, James Huang Director, Corporate James.Huang@nibc.ca

please contact: Tennille Robertson Director, Conference Tennille.Robertson@nibc.ca
Maori Hayashi Director, Operations Maori.Hayashi@nibc.ca

nibc.ca

National Investment Banking Competition 2009-2020 2

 Invitation to NIBC 2019-2020
We would like to invite Undergraduate and Graduate/MBA candidates to the 2019-2020 Global Competition

NIBC aims to offer students from all backgrounds an opportunity to advance their investment banking careers

1 Access to online video tutorials, industry templates, presentation and interview training resources

2 Professionals from top tier investment banks and private equity firms to adjudicate the competition

3 Speeches and panels by company founders, finance executives and sellside & buyside professionals

4 Unique experience to build global network with 250+ career-driven international peers

Visit NIBC.ca to register starting July 15, 2019

FIRST ROUND: Oct/Nov 2019 - Jan 2020 (ONLINE) with teams of FINAL ROUND: March 10-13, 2020 (VANCOUVER) with finalists
2-4 producing Corporate Valuation & Strategic Review giving Transaction Advice to Panel of Managing Directors
 Successful competitors must submit “client-ready” pitchbook  Live deal environment featuring authentic current transaction
 Competitors receive 100-page case package and model template  Finalists receive fully-built financial model to analyze transactions
and have 6-8 weeks to prepare online submission and present in boardrooms and Gala Dinner for $10k+ prize
3

National Investment Banking Competition 2009-2020 3

 Event Profile
NIBC was founded to give Undergraduate and Graduate students from all geographies a merit-based
opportunity to measure their skills and be recognized by recruiters

NIBC (2009-2020)
CASES DCF, Comparable, Precedent, LBO | Strategic Client Review | Corporate Finance Transaction

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

COMPETITION Equal Access for Students | 10,000+ Competitors | 200+ Universities | $100,000+ Prize Pool to Date

CONFERENCE High-Profile Keynotes | Deal Presentations | Sellside & Buyside Panels

AUDIENCE 400 Students at Final Round | 150 Industry Professionals & Alumni

Event Statistics & Participants

Event Overview Competitor Attendance Professional Involvement Corporate Partners
Venue 5-Star Universities 100 Board Members 15 Investment Banks 17
Boardroom Judging 30 Private Equity Firms 4
Keynotes 3 Competitors 1,600
Workshops & Panels 25 Asset Management 8
Deal Presentations 3 Competition Finalists 300
Wine & Cheese 70 Accounting/Law Firms 5
Panels 2 Conference Delegates 100 Gala Dinner 120 Corporate Clients 9

Total 150 Total Firms 43

National Investment Banking Competition 2009-2020 4

 Competition Timeline
The First Round will take place in the Fall of 2019 with the Final Round held in the Spring of 2020

Competition Timeline:
Registration Opening

First Round Release (Oct/Nov 2019)

First Round Submission (Jan 2020)

VANCOUVER
Final Round (Mar 10-13, 2020)

Summer 2019 Fall 2019 Spring 2020

Preparation & Training First Round Final Round

Summer 4 Weeks 2 days

Skills Development Valuation & Strategic Overview Transaction Advice

Online Resources Analyst / Associate Perspective Director Perspective

▪ Online case resources
▪ Research guides, video tutorials
industry templates, interview training
▪ One-day skills workshop and
networking in Western Canada
▪ DCF, Trading Comparables, Precedent
Transactions, LBOs templates
▪ Pitchbook and valuation model
▪ 40-60 teams selected for final round
▪ Pre-built models, data sets, transaction
memo for strategic analysis
▪ 8-hour slot to develop boardroom pitch
▪ Present to Managing Director panel at
Gala Dinner

National Investment Banking Competition 2009-2020 5

 Competitors
Competitors from the most reputed finance schools in the world come together to compete at NIBC

Select Past Competition Winners Select Past Competing Schools

Haroon Chaudhry 2011 BMO Capital Markets University of Pennsylvania University of British Columbia
Jeremy Beadow 2011 BMO Capital Markets | Scotiabank GBM Columbia University Simon Fraser University
Jeff McLay 2012 TorQuest Partners | Onex Stanford University University of Victoria
Ian Sinclair 2012 TD Securities New York University University of Calgary
Aman Malik 2012 CPPIB | Credit Suisse Massachusetts Institute of Technology University of Saskatchewan
Gregory Jones 2012 BMO Capital Markets | CPPIB Cornell University
Shaaj Vijay 2012 RBC Capital Markets Yale University
Stephen Ou 2012 RBC Capital Markets | Scotiabank GBM London Business School
Dartmouth College
Kevin Zhou 2013 Long Arc Capital | Goldman Sachs Cambridge University
Georgetown University
Kevin Gryp 2013 Steadfast Financial | Silver Lake Partners University of Oxford
UC Berkeley
Feroz Qayyum 2013 Pershing Square | Evercore Newcastle University
UCLA
Lewis Peattle 2013 Bain & Company HEC Paris
Carnegie Mellon
Ivan Di 2014 Onex | RBC Capital Markets EDHEC Business School
John Hopkins University
Mak Doric 2014 Goldman Sachs IE Business School
California Polytechnic State University
Emily Ren 2014 HarbourVest Partners | RBC Capital Markets University of Melbourne
University of San Diego
Nicholas Bigelow 2014 Birch Hill | CIBC World Markets State University of New York
Patrick Fong 2015 TPG Global | Evercore Florida International University
Ryan Liu 2015 Google | Evercore National University of Singapore
University of Wisconsin-Madison Chulalongkorn University
Ryan Yaraghi 2015 Searchlight Capital | Evercore Ohio State University
Stephen Caputo 2015 Barclays Peking University
Nolan Lypka 2016 Moelis | BMO Capital Markets University of Hong Kong
University of Western Ontario Chinese University of Hong Kong
Olivier Babin 2016 Goldman Sachs | National Bank Financial McGill University
Stephen Toth 2016 Barclays City University of Hong Kong
Queen’s University
Immanuel Palugod 2016 PJT Partners | Blackstone University of Toronto
Luis Spradley 2016 Apollo | Moelis HEC Montreal Indian School of Business
Michael Brown 2017 RBC Capital Markets University of Waterloo Indian Institute of Management
Christy Ma 2017 RBC Capital Markets | CIBC Capital Markets McMaster University Putra Business School
Eric Van Hees 2018 Evercore | RBC Capital Markets Wilfred Laurier University IPADE Business School
Tejas Saggi 2018 PJT Partners | CPPIB Concordia University Universidad de Los Andes
Emilie Granger 2018 Houlihan Lokey | RBC Capital Markets Ryerson University University of Ljubljana
Kyle Costanzo 2018 Liontree Advisors | J.P. Morgan

National Investment Banking Competition 2009-2020 6

 Corporate Participation
Professionals and recruiters from top tier firms help adjudicate the competition every year
Past Participating Firms

National Investment Banking Competition 2009-2020 7

 Speakers
Many business leaders and finance executives have attended NIBC to speak to competitors
Past Keynote Speakers
Frank Giustra Noah Wintroub Ian Telfer
Founder & CEO Vice Chairman, IB Chairman

Darren Throop David Rawlings Don Lindsay

President & CEO CEO, Canada President & CEO

Robert Herjavec W. Brett Wilson Randy Smallwood

Panelist & Entrepreneur Co-Founder & Chairman President & CEO

Michele Romanow Derek Neldner Clive Johnson

Panelist & Entrepreneur Global Head, IB President & CEO

Peter Brown Patrick Meneley Jill Leversage

Founder & Chairman Global Head, IB Regional Head, IB

Tracey McVicar Kathy Butler Ryan Voegeli

Global Head Head, Western Canada IB Head, Telecom & Diversified

Fraser Hall Egizio Bianchini Curt Sigfstead

Co-Founder & Chairman Vice Chairman, IB Co-Head, Technology IB

David Trujillo Paul Donnelly Carrie Cook

Head, New Media CEO, Canada Managing Director

National Investment Banking Competition 2009-2020 8

 Board Support
NIBC draws on the support of senior investment banking and private equity executives
Board Members & Industry Experience Case & Oversight Committee

Tracey McVicar Kathy Butler Chris Tsoromocos Philip Chua Noam Gilead
CAI CIBC Trafalgar Partners Macquarie J.P. Morgan
Private Equity World Markets Stern Partners UBS Vice President
Managing Partner Managing Director CIBC
Managing Director
Chair
Board Member Board Member Board Member Case & Oversight Board Member

Harry Pokrandt Rizvan Dhalla Jordan Anderson David Lam Haroon Chaudhry
Hive Blockchain Morgan Stanley bcIMC Macquarie Capital BMO Capital
Espresso Capital Managing Director Portfolio Manager Associate Markets
Macquarie Vice President
TD Securities

Board Member Board Member Board Member Board Member Board Member

Tim Vipond Michael Scott Dipak Kamdar Gint Austrins Charles Wong
Corporate RBC Capital Google Global Securities Canaccord
Finance Institute Markets Manager Equity Analyst Genuity
CEO Director UBS HSBC
McKinsey & Co
CIBC
Board Member Board Member Board Member Board Member Board Member

Amardeep Chandi Brenden Lee Martin Haakonsen Nicole Ponto Olya Kubliy
Singh Capital Oaktree TD Securities Jefferies RBC Capital
KKR Evercore Analyst Markets
Fund Manager Analyst

Board Member Board Member Board Member Board Member Board Member

National Investment Banking Competition 2009-2020 9

 Authentic Cases
The cases studies are based on current market information and authentic transaction scenarios
Selected Past Case Topics
Apparel Mining Gaming Film Telecom Video Games OTT Streaming Luxury Fashion

Valuation Acquisition Financing Restructuring Acquisition Acquisition Merger Acquisition Merger

Case Materials (2015 Sample Final Round Case)

Information package with key information and relevant data on EA and Take-Two
Fully-built Excel model with pre-set variable inputs and pre-formatted summary outputs
Director memo from "transaction director" suggesting sequence of analysis and topics of slides

Model Inputs Model Outputs

Grand Theft Auto (Take-Two)
Premium over Share Price Sensitivities on Forecast Levered/Unlevered IRR and NPV
Earn-out on Sales / EBITDA Proportion of Shares versus Cash EPS Accretion / Dilution
Size and Timing of Synergies Interest Rate on Corporate Debt Net Debt to EBITDA Ratio

Research Concepts Assigned to Competitors

Strategic & Financial Rationales for M&A Stock Versus Cash Consideration
Valuation and Stock Price Impact Deferred Payment Structures
Accretion / Dilution, IRR and NPV Metrics Board and Shareholder Approvals
Synergies and Operational Efficiencies Management Incentives and Retention FIFA (Electronic Arts)

Levered Financing Structures and Debt Metrics Bid Security and Price Protection Mechanisms

National Investment Banking Competition 2009-2020 10

 Video Tutorials Library
NIBC has created a training portal to help competitors develop all of the required skills

Content Trailer Resume Writing Pitchbooks Case Templates

Training Series | Preview Valuation Example | Watch
The NIBC Live video portal provides video
Training Series tutorials & templates to competitors in the
Video tutorials by professionals on concepts
National Investment Banking Competition.
applied in investment banking
Graduate & undergraduate students may
Corporate Finance RESEARCH sign up teams of 2-4 students. Upon
TRANSACTIONS
registering for the First Round, competitors
PITCHBOOKS
MODELLING TIPS
can access NIBCLive.com.
BEST PRACTICES
A selection of clips can be viewed under the
Interview Training links provided.
Interview Interview 50 model answers to most frequent
investment banking interview questions

INTERVIEW ANSWERS
ONE-PAGE SUMMARY
PRACTICE INTERVIEWS Download

Fireside Chat Industry Insights

Presentations by NIBC board members,
keynote speakers & past winners

NIBC INTERVIEWS
KEYNOTES & DEAL PRESENTATIONS
Winning Team INDUSTRY PANELS

National Investment Banking Competition 2009-2020 11

 Select Venues
NIBC has hosted the competition in some of the most beautiful hotel & conference venues
PAN PACIFIC – SHANGRI-LA – HYATT – DRAI’S
NIBC 2009 - 2020 |

National Investment Banking Competition 2009-2020 12

 Organizing Team
Operations Competition Team Conference Team Case Team Marketing Team

James Maori Brandon Eric Eric Nina Tennille Viktoriya Izabella Mehtaab Ayush Brett Shaurab Angela Alan
Huang Hayashi Jao Hall Norman Erdevicki Robertson Tsurikova Shalygina Chandi Paliwal Hennessey Hamal Co Yang

Team Member Responsibilities Compl. Experience & Extracurricular Achievements

James Huang Director, Corporates 2020 Macquarie Capital | Blair Franklin Capital Partners | ACIIC UBC Chapter

Maori Hayashi Director, Operations 2020 Citigroup (Tokyo) | M&A Cloud | Longbow Consulting

Brandon Jao Associate, Operations 2021 Mackenzie Investments | 3rd Place in JDC West Athletics

Eric Hall Director, Competition 2020 HSBC GBM (Hong Kong) | Pan American Jiu-Jitsu Competitor / 1st Place BC Provincials

Eric Norman Manager, Training 2020 BMO Capital Markets | Canalyst | Character Capital

Nina Erdevicki Manager, Conference 2021 Gravitas Securities | 1st in BC & 7th in Canada in Women’s Tennis

Tennille Robertson Director, Conference 2020 Canaccord Genuity | Founder of Events Media Group

Viktoriya Tsurikova Director, Events 2020 Internal Controller at Longbow Consulting | 1st in Regional Horse Ridding & Russian National Contest

Izabella Shalygina Manager, Conference 2019 Assistant Manager at Pandora | Recipient of Russian National Government Award

Mehtaab Chandi Director, Case 2021 MvC Capital | 1st Place in UBCFA Portfolio Management Competition

Ayush Paliwal Associate, Case 2021 BCI | WestPeak Research | Analyst at Sell Side Handbook

Brett Hennessey Associate, Conference 2022 Mackenzie Investments | Multidiscipline Provincial Medallist in Track and Field

Shaurab Hamal Director, Marketing 2021 Grosvenor Group | Strategic Exits | 2x BC Soccer Champion

Angela Co Manager, Conference 2021 Philippine National Bank | Fund Development Manager at UBC Enactus

Alan Yang Associate, Conference 2022 Deloitte | Four-time Volleyball Provincial Medalist

National Investment Banking Competition 2009-2020 13

 Global Organizing Team Network
Year Work Experience Year Work Experience
Philip Chua 2010 Macquarie Capital | UBS Investment Bank Leanne Li 2015 Scotiabank | HSBC
Amardeep Chandi 2010 Caspian Capital | KKR | Morgan Stanley Juliet Zhu 2015 HSBC | Silicon Valley Bank
Dipak Kamdar 2010 Google | McKinsey & Co. | RBS Sandra Woo 2015 TD Securities | AGF Investments
Jenny Hu 2010 McKinsey | Partnerships BC Clarabel Luk 2015 PwC | Wesgroup Properties
Noam Gilead 2010 JP Morgan | RBC Global Asset Management Soroush Karimzadeh 2015 Novarc Technologies | Andritz
Gint Austrins 2011 Global Securities | UBS Investment Bank Jennifer Jordache 2015 Connor, Clark & Lunn | CPPIB | BAML
Jacky So 2011 Barclays | BAML Karsten Lee 2015 BMO Capital Markets | GMP FirstEnergy
Sean B. McNulty 2011 JP Morgan | CIBC Capital Markets Hovy Qiu 2015 GF Capital | Canalyst
Jose A. Gonzalez 2011 Citigroup | Leith Wheeler Nicole Ponto 2015 Jefferies | CIBC Wood Gundy
Katherine Barends 2011 PwC | CIBC Wood Gundy Olya Kubliy 2016 RBC Capital Markets | National Bank
Martin Eston 2011 Morgan Stanley | RBC Capital Markets Joseph Liu 2016 Fulcrum Capital | Tricor Pacific Capital
Carl F. Stange 2012 SEB Investment Bank | Morgan Stanley Lucien Lu 2016 Ardenton Capital | IVEST Consumer Partners
Jessica Zhang 2012 Houlihan Lokey | BAML
Jonathan Young 2016 BMO Capital Markets | RBC GAM
Amelia Lak 2012 Goldman Sachs | RBC Capital Markets
Jamie Farrell 2016 Macquarie Capital | BCI
Sara Keng 2012 TD Securities | CIBC Capital Markets
Jessica Ljustina 2016 RBC Capital Markets
Andra Bosneaga 2012 Birch Hill | CIBC Capital Markets
Martin Haakonsen 2012 Arctic Securities | TD Securities Josh Dogor 2016 CPPIB | OTPP
Vina Yiu 2012 BAML | Morgan Stanley Cameron Strukoff 2017 Scotiabank GBM | Morgan Stanley
Terence Kwan 2012 Golden Gate Capital | Bridgewater William Liaw 2017 Goldman Sachs | Barclays
David Lam 2013 Macquarie Capital | GE Capital Mathilde Ho 2017 Scotiabank GBM | Canalyst
Brenden Lee 2013 Oaktree Capital | Evercore Matheus Sampaio 2017 Scotiabank GBM
Jasmin Kirk 2013 Lane Crawford | Rabobank Alexander Qu 2017 RBC Capital Markets | Macquarie Capital
John Sanden 2013 Connor, Clark & Lunn | RBC Capital Markets Ali Geum 2017 CIBC Capital Markets | Canalyst
Charles Wong 2013 Ondra Partners | Canaccord Genuity Sofiia Salimova 2017 Canaccord Genuity | Catalyst Capital
Carmen Chan 2013 Citi | Global Securities Beca Yin 2017 Scotiabank | HSBC GBM
Piper Hoekstra 2013 Connor, Clark & Lunn | CIBC Capital Markets Valerie Tsui 2018 BMO Financial Group | Canaccord Genuity
Derek Dodd 2013 Anchorage Capital Group | KKR Prithvi Khanna 2018 CIBC Capital Markets | OTPP
Jennifer Liu 2013 Ares | Goldman Sachs James Huang 2018 Macquarie Capital | Blair Franklin Capital
Garrett Clyne 2014 DW Healthcare Partners | TD Securities Eric Hall 2018 HSBC GBM | Deloitte
Louisa Yeung 2014 Deloitte M&A Advisory | TD Securities Tennille Robertson 2018 Canaccord Genuity
McKenzie Milhousen 2014 Morgan Stanley | Goldman Sachs Nina Erdevicki 2018 Gravitas Securities
Taylor Carkner 2014 National Bank | BMO Capital Markets Shaurab Hamal 2018 Grosvenor Group | Strategic Exits
Chris Wong 2015 Lululemon | BMO Capital Markets Mehtaab Chandi 2018 MvC Capital
Nicole Dee 2015 Cadian Capital | Goldman Sachs Maori Hayashi 2018 Citigroup | M&A Cloud

National Investment Banking Competition 2009-2020 14

 Competition & Case Examples

VANCOUVER TORONTO NEW YORK

National Investment Banking Competition 2009-2020 15

 First Round Components

Case Materials & Preparation Resources Expectations & Evaluation

After signing up a team, competitors can access online Submissions are graded against industry standard models
resources to develop investment banking skills and prepare for ✓ & pitchbooks prepared by professionals for each case
the competition

FIRST ROUND | Case Deliverables

Industry Primers Valuation & Strategic Review Presentation
Key Characteristics, Competitive Analysis Company & Industry Overview
Business & Operating Model
Model Templates Industry & Competitive Analysis
DCF, Comps, Precedents, LBO, Transaction Model*
Liquidity & Capital Requirements
Technical Instructions Valuation Analysis
Based on Fully-Completed Case Solutions by Professionals
Share Price Analysis
Pitchbook Instructions Trading Comparables
Detailed Outline, Sample Pitchbooks, Past Finalist Videos Precedent Transactions
Discounted Cashflows
Research Guides Leveraged Buyout
Recommended Sources for Information & Data Corporate Finance
Career Resources Capital Raising
Practical Insights on Application Process & Interviews M&A, Divestitures

Valuation Model
Outputs & Assumptions Summary
Discounted Cashflows
Trading Comparables
Precedent Transactions
Video
*Final Tutorials
Round Case Templates Interviews Leveraged Buyout

National Investment Banking Competition 2009-2020 16

 Final Round Itinerary
Day 1 - Wednesday (Mar 13th, 2019)
Case Resolution
*Boardroom Presentations
*Competitor Reception
Day 2 – Thursday (Mar 14th, 2019)
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 3 – Friday (Mar 15th, 2019)
*Group Interviews
*Reception
* Designates professional involvement
National Investment Banking Competition 2009-2020
Day 1: Case Resolution (Hotel Rooms)
Each finalist team is given 6-8 hours to prepare a pitchbook working
in a dedicated hotel room. Teams will be provided with a scenario-
enabled financial model, datasets and charts.
Day 1: Boardroom Presentations (Sponsor Offices)
8 teams will present in each boardroom with seasoned bankers
adjudicating the presentations. The top teams will be advanced to the
semi-final round held the following day at the hotel.
Day 1: Competitor Reception (Reception Venue)
Competitors will have an opportunity to network with judges after the
boardroom presentation with food & drinks being served in the hotel
ballroom throughout the evening.
Day 2: Panels & Deal Presentations (Hotel Ballroom)
Executives will be sharing insights on marquee deals in addition to
industry professionals taking questions from conference guests on
buyside & sellside career panels.
Day 2: Wine & Cheese and Gala Dinner (Hotel Ballroom)
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 2: Evening Event (Night Venue)
Conference guests will be invited to attend an evening event held in
a high-end establishment the heart of downtown Vancouver.
Day 3: Interviews and Reception (Reception Venue)
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.
17
 Electronic Arts / Take Two Example

High Valuation & Lagging M&A Cost Control High Share Strengthen
Low Profits
Market Leadership AAA Titles & Strategy & Strong Price & Core Console
& Strong
in Video Games Customer into Mobile Financial Valuation Segment
Competition
(Console) Reviews & Online Performance Multiple through TTWO

2008: Financial 2012-2013: EA faces some critical 2014: Good performance Titles: TTWO would
crisis resulted in poor consumer reviews for slow in traditional core provide EA with most
performance for product releases and excessive franchises with FIFA 14 successful open world role
global publishers charges for add-on content and Battlefield play franchise GTA and
other valuable franchises
Growth: TTWO is a
growth company and GTA
franchise has untapped
potential which matches
EA's current stock profile
Market Share: Combined
with TTWO, EA would
reclaim its #1 position in
console segment and
overall games markets
Asia: EA may take
advantage of TTWO’s
relationships in Asia to
expand outside of core
North American market
2009-2011: Acquisitions of 2012: Star Wars: The Old 2014: Cost reductions
Accretion: 2018 accretion
PopCap Games and Republic falls short of being and shift to digital
of 3.7% to 13.2% possible
Playfish allowed EA to a major game-changer delivery led to EBITDA
based on synergies from
increase revenue mix to despite an estimated $500m margin +42% YoY in
shared overhead
45% digital budget 2014

National Investment Banking Competition 2009-2020 18

 Appendix – Case Examples

National Investment Banking Competition 2009-2020 19

 Appendix – Case Examples

National Investment Banking Competition 2009-2020 20

 Past Events & Photo Highlights

VANCOUVER TORONTO NEW YORK

National Investment Banking Competition 2009-2020 21

 Event Photo Highlights
Spring 2019 Opening Industry Address
Global Head of Investment Banking, RBC

Derek Neldner Derek Neldner is Head of Global Investment Banking at RBC Capital Markets. Mr. Neldner
has oversight for the firm’s investment banking practices in Canada, the U.S., Europe and
the Asia Pacific region, and has senior client coverage responsibility for a number of RBC
Capital Markets’ most important corporate clients. Mr. Neldner is a member of the firm’s
Operating Committee, the Loan Commitments Committee and the M&A Opinion Review
Committee. He is also a board member of The Hospital for Sick Children (SickKids)
Foundation and is a member of the Major Individual Giving campaign cabinet for the United
Way of Toronto & York Region. Mr. Neldner holds a Bachelor of Commerce degree in
Finance from the University of Alberta and holds the Chartered Financial Analyst
designation.

Day 1 – Wednesday (March 13th, 2019)

6am – 5pm M&A Resolution and Boardroom Presentations

6pm – 9pm Opening Reception

N I B C 1 0 - Ye a r A n n i v e rs a r y
Day 2 – Thursday (March 14th, 2019)

8am – 9am Refreshments

9am – 10am RBC Presents: Opening Industry Address

10am – 11am CIBC Presents: Aritzia IPO & Selldown

11am – 12am JP Morgan Presents: IB Panel

12pm – 2pm Lunch Break

2pm – 3pm Blackstone Presents: PE Panel

VANCOUVER TORONTO NEW YORK
3pm – 4pm BMO Presents: Client Perspectives

4:30pm – 5:50pm Intralinks Presents: Wine & Cheese

5:50pm – 9pm Gala Dinner and M&A Presentations

10pm – 12am Blakes Presents: Evening Event

Day 3 – Friday (March 15th, 2019)

1pm – 3pm Industry Networking & Interviews

National Investment Banking Competition 2009-2020

 Aritzia IPO & Selldown Client Perspectives
Lead Underwriter & Regional Head, CIBC President & CEO, Wheaton Precious Metals

Kathy Butler Kathy inButler is a Managing Director and Regional Head of CIBC Capital Markets. She
Joined the firm 20 years ago and has been involved numerous mergers & acquisitions and
debt and equity financings for clients in technology, telecom and consumer retail. Ms.
Butler is on the board of CIBC World Markets Inc., CIBC Children’s Foundation and St.
George’s Foundation and a Partner of Social Venture Partners Vancouver. She represented
the tech industry on the BC Jobs and Investment Board and is currently on the Board of
Governors of the Business Council of British Columbia. She holds an MBA (Honours) from
the Rotman School of Management at the University of Toronto and a Bachelor of
Commerce in Finance (Honours) from the Sauder School of Business at the University of
British Columbia.
R. Smallwood Randy Smallwood is the President & CEO of Wheaton Precious Metals which is traded on
the NYSE with a market capitalization of close to $11bn as of March 2019. Wheaton was
the world’s most valuable public company per employee with 24 full-time employees. Mr.
Smallwood holds a geological engineering degree from the University of British Columbia,
and a mine engineering diploma from the British Columbia Institute of Technology. He was
involved in the founding of Wheaton Precious Metals and joined Wheaton full time in 2007
and was appointed President in 2010 and Chief Executive Officer in 2011. Prior to that Mr.
Smallwood was an instrumental part of the team that built Wheaton River / Goldcorp into
one of the largest, and importantly, most profitable gold companies in the world.

Randy John Mark Haroon

Smallwood DeCooman Tiberio Chaudhry

President & CEO Senior Vice President Vice President Vice President
Wheaton SSR TD BMO
Precious Metals Mining Securities Capital Markets

Investment Banking Panel Private Equity Panel

JP Morgan, New York Blackstone, New York

Noam Samuel Jessica Jeffrey Samantha Erica Sam Ralph Joanne Ashton Syed
Gilead Johnson Zhang Feng Wu Seidel Young Yang Gutwinski Herriott Ahmad

Vice President Analyst Associate Analyst Analyst Vice President Senior Associate Associate Associate Director Associate
New York Calgary London San Francisco New York New York New York New York New York Vancouver Victoria

National Investment Banking Competition 2009-2020 23

 Event Photo Highlights

Gala Dinner (Pan Pacific)

National Investment Banking Competition 2009-2020 24

 Event Photo Highlights

Conference Panelists (Pan Pacific)

National Investment Banking Competition 2009-2020 25

 Event Photo Highlights

Final Round (Hyatt Toronto)

National Investment Banking Competition 2009-2020 26

 Event Photo Highlights

Wine
Conference
& Cheese
(Hyatt
(Shangri-La)
Toronto)

National Investment Banking Competition 2009-2020 27

 Event Photo Highlights

Opening
Conference
Reception
(Hyatt
(Former Drai’s)
Toronto)

National Investment Banking Competition 2009-2020 28

 Event Photo Highlights

Organizing Team & Keynotes

Michele Romanow & NIBC Team Robert Herjavec & NIBC Team

Darren Throop & NIBC Team Frank Giustra | Brett Wilson & NIBC Team

David Rawlings & NIBC Team Peter Brown & NIBC Team

National Investment Banking Competition 2009-2020 29

 Canadian Origin
Selected Participating Canadian Schools

Western
Canada
Western Eastern
Eastern
Canada Canada
Canada
Eastern
Eastern
Canada
Canada

Target Competition Participation Geographic Distribution Academic Distribution

Other
1% Undergraduate 61%
Universities 100
EU Western
14% CAD Year 3
11%
Year 2
Competitors 1,600 Eastern
CAD
Asia
22% Year 1 Year 4
18%

Competing Teams 400 US MBA MBA 39%

Western 34%
Canada

National Investment Banking Competition 2009-2020 30

 International Footprint
Selected Participating American Schools

Selected Participating International Schools

National Investment Banking Competition 2009-2020 31