NIBC Global Investment Banking Competition

2024-2025 Competition Overview

VANCOUVER TORONTO NEW YORK

Participate in the World’s Largest Investment Banking Competition

WATCH OUR STORY

1
Team Welcome
Our team is excited to welcome corporate sponsors and partners to the NIBC 2024-2025 Global Competition

Competition & Conference Team Oversight

Spencer Eliza Julia Charlotte Alina Rishabh Bob Mehtaab

Peterson Ponomareva Pastana Marron Akhmet Dagar Han Chandi

Director Director Manager Associate Associate Oversight Oversight Oversight

For more information, Rishabh Dagar Oversight Rishabh.Dagar@nibcglobal.com

please contact: Spencer Peterson Director Spencer.Peterson@nibcglobal.com
Eliza Ponomareva Director Eliza.Ponomareva@nibcglobal.com
Julia Pastana Manager Julia.Pastana@nibcglobal.com

NIBCLive.com

National Investment Banking Competition 2007-2024 2

Global Investment Banking Competition
NIBC hosts the largest investment banking competition in the world for Undergraduate & Graduate/MBA Candidates

1 Learning: Access to online video tutorials, industry templates, presentations and past case examples

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

3 Industry Insights: Speeches by company founders, finance executives and sellside & buyside panels

4 Peers: Unique experience to build global network with 350+ career-driven international peers

Merit-Based: NIBC gives recruits from all geographies a merit-based opportunity to enter the First Round and showcase their skills

Visit NIBCLive.com to register

FIRST ROUND: Oct 2024 – Dec 2024 (ONLINE) with teams of 2-4 FINAL ROUND: Jan, 2025 (IN PERSON) with finalists giving
producing Corporate Valuation & Strategic Review Transaction Advice to Panel of Managing Directors
 Successful competitors must submit “client-ready” pitchbooks  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

National Investment Banking Competition 2007-2024 3

NIBC Concept Overview

NIBC was founded on the guiding philosophy of giving students from all background a merit-based
opportunity to develop their careers and be recognized on a global stage

NIBC CONCEPT (2007-2025)

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 | +$10,000 Prize Pool

CONFERENCE High-Profile Keynote Speakers | Deal Presenters | Sellside & Buyside Panelists

AUDIENCE Final Round Gala Dinner | 350+ Students | 150+ Industry Professionals & Alumni

Event Statistics & Participants

Event Overview Student Attendance Professional Involvement Corporate Partners
Venue 5-Star Universities 200 Board Members 20 Investment Banks 17
Keynotes 2 Competitors 2,000 Boardroom Judges 40 Private Equity Firms 4
Workshops & Panels 25 Asset Managers 8
Deal Presentations 3 Competition Finalists 250
Wine & Cheese 70 Accounting/Law Firms 5
Panels 3 Conference Delegates 150 Gala Dinner 120 Corporate Clients 9
Total Professionals 275 Total Firms 43

National Investment Banking Competition 2007-2024 4

Timeline
The First Round takes place in the Winter of 2024 with the Final Round held in the Spring of 2025

Competition Timeline:
Registration Opening

First Round Resolution (Oct-Dec 2024)

First Round Submission (Dec 2024)

VANCOUVER
Final Round (January 2025)

Fall 2024 Winter 2024 Spring 2025

Preparation & Training First Round Final Round

Fall 6 Weeks 3 days

Skills Development Valuation & Strategic Overview Transaction Advice

Online Resources Analyst / Associate Perspective Director Perspective

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

National Investment Banking Competition 2007-2024 5

Competitors
Unprecedented opportunity to meet top competitors from the most reputed finance schools
Select Past Competition Winners Select Past Competing Schools
Haroon Chaudhry BMO Capital Markets University of Pennsylvania University of British Columbia
Alex White Moelis | TD Securities Columbia University Simon Fraser University
Ian Sinclair TD Securities Stanford University University of Victoria
Nicholas Bigelow Birch Hill | CIBC World Markets New York University University of Calgary
Aman Malik CPPIB | Credit Suisse Massachusetts Institute of Technology University of Saskatchewan
Stephen Ou RBC Capital Markets | Scotiabank GBM Cornell University
Kevin Zhou Long Arc Capital | Goldman Sachs Yale University
Kevin Gryp Steadfast Financial | Silver Lake Partners London Business School
Dartmouth College
Feroz Qayyum Pershing Square | Evercore Cambridge University
Georgetown University
Lewis Peattle Bain & Company University of Oxford
UC Berkeley
Mak Doric Goldman Sachs Newcastle University
UCLA
Patrick Fong TPG Global | Evercore HEC Paris
Carnegie Mellon
Ryan Liu Google | Evercore EDHEC Business School
John Hopkins University
Ryan Yaraghi Searchlight Capital | Evercore IE Business School
California Polytechnic State University
Nolan Lypka Moelis | BMO Capital Markets University of Melbourne
University of San Diego
Olivier Babin Goldman Sachs | National Bank Financial State University of New York
Immanuel Palugod PJT Partners | Blackstone Florida International University
Luis Spradley Apollo | Moelis National University of Singapore
University of Wisconsin-Madison Chulalongkorn University
Christy Ma RBC Capital Markets | CIBC Capital Markets Ohio State University
Eric Van Hees Evercore | RBC Capital Markets Peking University
Tejas Saggi PJT Partners | CPPIB University of Hong Kong
University of Western Ontario Chinese University of Hong Kong
Emilie Granger Houlihan Lokey | RBC Capital Markets McGill University
Kyle Costanzo Liontree Advisors | J.P. Morgan City University of Hong Kong
Queen’s University
Emile Martel National Bank (2023 2nd) University of Toronto
Samer Amaneddine CPP Investments HEC Montreal Indian School of Business
Jonathan Assayag Blackstone University of Waterloo Indian Institute of Management
Kristoph Bardos UBS Investment Bank McMaster University Putra Business School
Emma Andison Evercore Wilfred Laurier University IPADE Business School
Callum Dye Bain & Company Concordia University Universidad de Los Andes
Matthew Hohner Morgan Stanley Ryerson University University of Ljubljana
Arman Turna Global Infrastructure Partners

National Investment Banking Competition 2007-2024 6

Corporate Participation
Professionals and recruiters from top tier firms adjudicate the competition and scout for top talent
Past Participating Firms

National Investment Banking Competition 2007-2024 7

Speakers
Distinguished business leaders and finance executives attend NIBC to speak to competitors
Select Conference Speakers

Frank Giustra Noah Wintroub Ian Telfer

Founder & CEO Vice Chairman, IB Chairman

Robert Herjavec David Rawlings Don Lindsay

Panelist & Entrepreneur CEO, Canada President & CEO

Ken Sim Curt Sigfstead Randy Smallwood

Entrepreneur & Mayor Co-Head, Technology IB President & CEO

Michele Romanow Doug Guzman David Trujillo

Panelist & Entrepreneur Global Head, IB Head, New Media

Peter Brown Patrick Meneley Clive Johnson

Founder & Chairman Global Head, IB President & CEO

Darren Throop Kathy Butler Amin Shivji

President & CEO CEO
Head, Western Canada IB

W. Brett Wilson Egizio Bianchini Paul Donnelly

Co-Founder & Chairman Vice Chairman, IB CEO, Canada

Tracey McVicar Ted McGurk Jill Leversage

Global Head Regional Head, IB Regional Head, IB

National Investment Banking Competition 2007-2024 8

Authentic Cases
The cases studies are based on current market information and authentic transaction proposals
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
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 2007-2024 9

Training & Templates
The NIBC training portal allows competitors from all backgrounds to refine their skills to succeed

Content Trailer Resume Writing Pitchbooks Case Templates

Content Trailer Training Series | Preview

Resume Writing Valuation Example | Watch

Pitchbooks Case Templates

Training Series | Preview Valuation Example | Watch

TRAINING & TEMPLATES

Video tutorials by professionals on concepts TRAINING & TEMPLATES
applied in investment banking
The NIBC Live video portal provides video
Corporate Finance

RESEARCH tutorials & templates to competitors in the

Corporate Finance
TRANSACTIONS National Investment Banking Competition.
PITCHBOOKS
MODELLING TIPS Graduate & undergraduate students may sign
BEST PRACTICES up teams of 2-4 students. Upon registering for
NIBCLive.com. the First Round, competitors can access
Interview Interview
CORE INTERVIEW SKILLS NIBCLive.com.
Interview Interview 50 model answers to most frequent
investment banking interview questions A selection of clips can be viewed under the
links provided.

INTERVIEW ANSWERS
ONE-PAGE SUMMARY
PRACTICE INTERVIEWS Download
Fireside Chat

Fireside Chat INDUSTRY INSIGHTS

Presentations by NIBC board members,
keynote speakers & past winners

Winning Team
NIBC INTERVIEWS
Winning Team KEYNOTES & DEAL PRESENTATIONS
INDUSTRY PANELS

National Investment Banking Competition 2007-2024 10

Conference Itinerary
The itinerary is designed to create an unparalleled professional development & networking experience
Sample | Day 1 - Wednesday Day 1: Case Resolution (Hotel Rooms)
Each finalist team is given 6-8 hours to prepare a pitchbook working in
Case Resolution a dedicated hotel room. Teams will be provided with a scenario-
enabled financial model, datasets and charts.
Boardroom Presentations
Day 1: Boardroom Presentations (Sponsor Offices)
Competitor Reception
8 teams will present in each boardroom with seasoned bankers
Sample | Day 2 – Thursday adjudicating the presentations. The top teams will be advanced to the
semi-final round held the following day at the hotel.
Refreshments
Day 1: Competitor Reception (Reception Venue)
Opening Keynote Competitors will have an opportunity to network with judges after the
boardroom presentation with food & drinks being served in the hotel
Investment Banking Deal Presentation
ballroom throughout the evening.
Investment Banking Q&A Panel
Day 2: Panels & Deal Presentations (Hotel Ballroom)
Lunch Break Executives will be sharing insights on marquee deals in addition to
industry professionals taking questions from conference guests on
Sector Market Update
buyside & sellside career panels.
Buyside Deal Presentation
Day 2: Wine & Cheese and Gala Dinner (Hotel Ballroom)
Buy-Side Q&A Panel Over 100 professionals will be at the Wine & Cheese and Gala Dinner,
Wine & Cheese Networking which features a gala dinner keynote and senior managing director
panel adjudicating the finalist teams.
Gala Dinner Keynote & Final Round
Day 2: Evening Event (Night Venue)
Evening Event
Conference guests will be invited to attend an evening event held in a
Sample | Day 3 – Friday high-end establishment the heart of downtown Vancouver.

Group Interviews 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
Reception limited based on performance in the case simulation.

National Investment Banking Competition 2007-2024 11

Select Venues
NIBC furnishes and hosts the competition in some of the most beautiful hotels & conference venues
PAN PACIFIC – SHANGRI-LA – HYATT
NIBC 2007 - 2024 |

National Investment Banking Competition 2007-2024 12

Professional Support
NIBC draws on the support of senior investment banking and private equity executives
Board Members & Alumni

Tracey McVicar Kathy Butler Chris Tsoromocos Haroon Chaudhry

CAI CIBC Trafalgar Partners BMO Capital Markets
Private Equity World Markets Managing Partner Director
Head & Managing Partner Regional Head

Board Advisor Board Advisor Board Advisor Board Advisor

Harry Pokrandt Rizvan Dhalla Jordan Anderson Noam Gilead

Hive Blockchain, CEO Morgan Stanley BCI J.P. Morgan
Macquarie, MD Managing Director Managing Director Executive Director

Board Advisor Board Advisor Board Advisor Board Advisor

Tim Vipond Michael Scott Dipak Kamdar David Lam

Corporate Finance RBC Capital Markets Google Global Infrastructure
Institute Director Strategy Lead Partners
Founder & CEO Senior Associate
McKinsey & Co
CIBC World Markets Macquarie
Board Advisor Board Advisor Board Advisor Board Advisor

Amardeep Chandi Brenden Lee Nicole Ponto Olya Kubliy

Singh Capital Oaktree Jefferies Macquarie Capital
Managing Partner Evercore Associate Associate
KKR RBC Capital Markets
Morgan Stanley
Board Advisor Board Advisor Board Advisor Board Advisor

National Investment Banking Competition 2007-2024 13

Organizing Team
Our team looks forward to welcoming you to the 2024-2025 Global Investment Banking Competition!

Spencer Eliza William Julia Borna Caiden Charlotte Alina Celeste Radovan Aalon Graydon Tara
Peterson Ponomareva Chen Pastana Massoudi Keller Marron Akhmet Wang Morris Tan Lantz Luo
Team Member Responsibilities Experience & Extracurricular Achievements
Spencer Peterson Director, Competition BMO Capital Markets (Calgary) | Sauder JDC West | Trek Excellence Scholar (Top 5%, 2x)

Eliza Ponomareva Director, Conference Goldman Sachs (New York) | CPPIB | Scotia Wealth Management

William Chen Manager, Case National Bank Financial (Toronto) | NIBC Capital Advisory | Trek Excellence Scholar (Top 5%, 2x)

Julia Pastana Manager, Operations Scotiabank Global Banking and Markets (Toronto) | International Impact Award Scholar

Borna Massoudi Manager, Operations BMO Nesbitt Burns | Head Coach North Vancouver Football Club | ROAD Mentorship Class

Caiden Keller Manager, Operations NIBC Capital Advisory | Vancouver Club | VP Judicial Interfraternity Council | UBC Astrophysics

Charlotte Marron Associate Deutsche Bank (London) | Aspect Capital | Professional Acting | UBC Rocket | Full Undergraduate Scholarship

Alina Akhmet Associate BCI | Emerging Women in Finance Executive Team | McKinsey Challenge Best Communicator Award

Celeste Wang Associate NYU Stern Research Assistant | IMES Scholar | Trek Excellence Scholar (Top 5%)

Radovan Morris Associate NIBC Capital Advisory | 2nd Place Junior Achievement Canada

Aalon Tan Associate OTPP (Toronto) | Healthcare of Ontario Pension Plan | Trek Excellence Scholar (Top 5%)

Graydon Lantz Associate NBMS Economics | Planet Hatch Entrepreneurship Centre | 2022 Canada Games Volleyball

Tara Luo Associate IMM Fashion | NIBC Case Competition | Summer Sailing Program Instructor

Rishabh Dagar Oversight Goldman Sachs (New York) | BDC Capital | UBC Sailboat & Robotics

Mehtaab Chandi Oversight GoldenTree Asset Management (New York) | Blockworks | hedge Fund | 2x Tech Startup Foundder & Exit

National Investment Banking Competition 2007-2024 14

Global Organizing Team Network
Year Work Experience Year Work Experience
Philip S. Chua 2010 UBS Investment Bank | Macquarie Capital Jennifer Jordache 2015 Connor, Clark & Lunn | CPPIB | BAML
Amardeep S. Chandi 2010 Singh Capital | KKR | Morgan Stanley Karsten Lee 2015 BMO Capital Markets | GMP FirstEnergy
Dipak Kamdar 2010 Google | McKinsey & Co. | RBS Nicole Ponto 2015 Jefferies | CIBC Wood Gundy
Jenny Hu 2010 McKinsey | Partnerships BC Olya Kubliy 2016 RBC Capital Markets | National Bank
Noam Gilead 2010 JP Morgan | RBC Global Asset Management Joseph Liu 2016 Blackrock | Fulcrum Capital
Gint Austrins 2011 PI Financial | UBS Investment Bank Lucien Lu 2016 Ardenton Capital | IVEST Consumer Partners
Jacky So 2011 Barclays | BAML Anna Zynyuk 2016 Primepure | RCI Capital
Jose A. Gonzalez 2011 Citigroup | Leith Wheeler Cameron Strukoff 2017 Scotiabank GBM | Morgan Stanley
Katherine Barends 2011 Adidas | PwC | CIBC Wood Gundy William Liaw 2017 Goldman Sachs | Barclays
Martin Eston 2011 Morgan Stanley | RBC Capital Markets Mathilde Ho 2017 Scotiabank GBM | Canalyst
Carl Fredrik Stange 2012 Morgan Stanley Sofiia Salimova 2017 Canaccord Genuity | Catalyst Capital
Jessica Zhang 2012 Carlyle | Moelis | Houlihan Lokey | BAML Brett Hennessey 2018 BMO Capital Markets
Amelia Lak 2012 Goldman Sachs | RBC Capital Markets Brandon Jao 2018 TD Securities
Sara Keng 2012 TD Securities | CIBC Capital Markets Prithvi Khanna 2018 UBS Investment Bank
Andra Bosneaga 2012 Birch Hill | CIBC Capital Markets Karan Grover 2018 Y Combinator | Amazon SDE
Martin Haakonsen 2012 Arctic Securities | TD Securities Angela Madeline Co 2020 Quadreal | Philippines National Bank
Vina Yiu 2012 Goldman Sachs | BAML | Morgan Stanley Ayush Paliwal 2020 Moelis & Co | BCI
Terence Kwan 2012 Golden Gate Capital | McKinsey James Huang 2020 OTTP Private Equity | Macquarie Capital
David Lam 2013 Global Infrastructure Partners | Macquarie Eric Hall 2020 Citi | HSBC GBM
Brenden Lee 2013 Oaktree Capital | Evercore Tennille Robertson 2020 PSP Investments | Canaccord Genuity
Jasmin Kirk 2013 Lane Crawford | Rabobank Shaurab Hamal 2020 Brookfield | Grosvenor Group
Charles Wong 2013 Canaccord Genuity Maori Hayashi 2020 Citi | M&A Cloud
Carmen Chan 2013 Citi | PI Financial Alan Yang 2020 Moelis & Co. | Scotiabank
Piper Hoekstra 2013 Connor, Clark & Lunn | CIBC Capital Markets Eric Norman 2020 Evercore | BMO Capital Markets
Derek Dodd 2013 Anchorage Capital Group | KKR Doris Huang 2023 BCI
Jennifer Liu 2013 Ares | Goldman Sachs Lavina Yuen 2023 BMO Capital Markets
McKenzie Milhousen 2014 Morgan Stanley | Goldman Sachs Miguel Li 2023 OTTP | BCI
Chris Wong 2015 Lululemon | BMO Capital Markets Patrick Braun 2023 The Consello Group
Nicole Dee 2015 Sellaronda | Cadian Capital | Goldman Sachs Benjamin Carter 2023 CIBC Capital Markets
Juliet Zhu 2015 HSBC | Silicon Valley Bank Ayano Shirakawa 2023 Citigroup
Sandra Woo 2015 TD Securities | AGF Investments Bob Han 2023 Moelis & Co. | BMO Capital Markets
Clarabel Luk 2015 Telus | PwC | Wesgroup Properties Rishabh Dagar 2023 Goldman Sachs | BDC
Soroush Karimzadeh 2015 Novarc Technologies | Andritz Eliza Ponomareva 2023 Goldman Sachs | CPPIB
Jonathan Young 2016 BMO Capital Markets | RBC GAM Mehtaab Chandi 2023 GoldenTree

National Investment Banking Competition 2007-2024 15

Case Examples

VANCOUVER TORONTO NEW YORK

Participate in the World’s Largest Investment Banking Competition

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16
First Round Deliverables

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 pitchbooks prepared by professionals for each case

Industry Primers A. Valuation & Strategic Review Presentation

Key Characteristics, Competitive Analysis Company & Industry Overview

Model Templates Business & Operating Model

DCF, Comps, Precedents, LBO, Transaction Model* Industry & Competitive Analysis

FIRST ROUND DELIVERABLES

Liquidity & Capital Requirements
Technical Instructions Valuation Analysis
Based on Fully-Completed Case Solutions by Professionals
Share Price Analysis
Trading Comparables
Pitchbook Instructions
Detailed Outline, Sample Pitchbooks, Past Finalist Videos Precedent Transactions
Discounted Cashflows
Research Guides Leveraged Buyout
Recommended Sources for Information & Data Corporate Finance
Capital Raising
Career Resources
Practical Insights on Application Process & Interviews M&A, Divestitures

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

National Investment Banking Competition 2007-2024 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 2007-2024 18

Appendix – Case Examples

National Investment Banking Competition 2007-2024 19

Appendix – Case Examples

National Investment Banking Competition 2007-2024 20

Past Events & Photos

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 Event Photo Highlights
O p en i ng I ndu s t r y Add res s
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 r s 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 2007-2024

 A ritzia IPO Deal Pres entation Client Per sp e ct ive Key not e
Lead Underwriter & Regional Head, CIBC President & CEO, Wheaton Precious Metals

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

Invest ment Ba nking Pa nel Private Equity Pa nel

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 2007-2024 23

 M&A Pres entation Panel Fa s h io n Key n ot e
Regional Heads & Senior Management CEO, Global Brands Group & Sears Canada

Carrie Kirkman Carrie Kirkman was most recently President of Global Brands Group Canada, one of the
world’s leading branded fashion accessories, footwear and apparel companies. With almost
three decades of experience in the business of fashion, Carrie Kirkman has established
herself as a leader in the fashion industry in Canada. She has previously held the role of
President and Chief Merchant at Sears Canada, President of The Jones Group Canada as
well as interim President of Nine West Canada. Passionate about empowering women, she
is Chair of the Board of Directors for G(irls)20, a social-profit that aims to mobilize girls and
young women for economic advancement locally and worldwide. Ms. Kirkman also serves
as an Independent Director of the board for Whitehouse Design, a Burnaby-based apparel
design and manufacturing company and sits on the board of directors for the Canadian
Club of Toronto, Canada’s preeminent public affairs podium since 1897.

Ted McGurk is a Managing Director and Head of Investment Banking at

Ted McGurk
the Vancouver office. Mr. McGurk joined TD Securities' team in March
2007 and has over 20 years of experience successfully executing
Ga la Per for ma n ce
numerous debt and equity financings and merger & acquisition
assignments for British Columbia based companies. Mr. McGurk’s
Brand Ambassador, Fazioli Pianos
representative clients include Goldcorp, Teck, Maxar Technologies
(MacDonald Dettwiler), Finning, Ballard Power, Boston Pizza, Colombia Sanaz Sotoudeh has appeared in various venues and festivals around Europe, North
Sanaz Sotoudeh
Power Corp, Columbia Basin Trust, Rubicon and NovaGold. America and the Middle-East as a versatile pianist in both solo and collaborative
repertoires. She has been performing and collaborating with well-known musicians and
artists around the world as well as live performances and interviews on BBC Radio 3 in the
UK, Okarina Musique TV in France and Abu Dhabi TV in the UAE. Due to her Iranian
Steve Borritt is a Managing Director in the Global Investment Banking background, Sanaz Sotoudeh has been creating and participating in projects inspired by
Steve Borritt ‘Orientalism’ in music and has worked with Daniel Barenboim’s ‘West-Eastern Divan
group of RBC Capital Markets, where he covers clients in the North
American paper and forest products sector. Steve has been involved in Orchestra’, NSO UAE National Orchestra, Middle-East Choir Festival at Dubai Opera House,
a range of capital markets transactions including public and private UK Tour with Japanese-Anglo Society, Matt Haimowitz’s ‘Tryptich’ Project, Zahed Sultan’s
equity and debt offerings, restructurings and buy-side and sell-side ‘Hiwar’ Multimedia Project, Shaun Warner’s ‘World Music Production’ for Universal Records
advisory mandates. Before joining the Investment Banking group, Mr. and the ‘Orient in Song’ Project with ASPECT Art & Music Foundation UK.
Borritt worked in RBC’s Global Equity Research group where he
covered companies in the Canadian paper and forest products sector. Ms. Sotoudeh will performing on a piano made by Fazioli, a high-end maker of hand-built
pianos producing only about 100 pianos a year based in Sacile, Italy typically retailing from
$250,000 to over $1,000,000 per instrument. Fazioli Pianos has been producing grand and
concert grand pianos since 1981, when the company was founded by the engineer and
Owen Blain is an Executive Director at CIBC Capital Markets. He joined pianist Paolo Fazioli. Passion for music, great artisanship, continuous technological research
Owen Blain and strict material selection: these are the elements required for building a Fazioli piano.
CIBC in 2011 and has worked across a wide range of sectors including
infrastructure, power and utilities, industrials, forestry and energy. Mr.
Blain has significant experience in M&A advisory, structuring and
arranging financing, and industry coverage. Prior to working in
investment banking, Owen spent several years at a large Canadian
engineering firm working as a project manager in the transportation
infrastructure and rolling stock sectors.

BMO Managing Director

Scotia Managing Director

National Investment Banking Competition 2007-2024 24

 Event Photo Highlights

Gala Dinner

National Investment Banking Competition 2007-2024 25

 Event Photo Highlights

Conference
Opening(Hyatt
Reception
Toronto)

National Investment Banking Competition 2007-2024 26

 Event Photo Highlights

Keynote Speakers

Michele Romanow (Dragons’ Den) & NIBC Team Robert Herjavec (Shark Tank) & NIBC Team

Darren Throop (EntertainmentOne) & NIBC Team Frank Giustra (Lionsgate) | Brett Wilson (FirstEnergy) & NIBC Team

David Rawlings (JP Morgan) & NIBC Team Peter Brown (Canaccord) & NIBC Team

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