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National Investment Banking Competition & Conference National Investment Banking Competition & Conference NIBC 2017 Competition Overview & Location Update September 2017 Suite 300 Graybar Building | 420 Lexington Avenue | New York 10170 NIBC 2017 Organizing Team Welcome The Organizing Team looks forward to welcoming you to the NIBC 2017 Competition & Conference William Cameron Sofiia Jane Beca Alexander Ali Mathilde Matheus Amir Anna Simon Liaw Strukoff Salimova Li Yin Qu Geum Ho Sampaio Zanjani Zynyuk Hua Name Position Year Experience & Achievements William Liaw Director, Competition 4 Barclays Capital | HSBC GBM | MVP Soccer Provincial Champions Cameron Strukoff Director, Case 4 Scotiabank GBM | Morgan Stanley | Team Captain Regional Badminton Sofiia Salimova Director, Conference 2 Catalyst | AIESEC VP | Russian National Government Award for Academic Excellence Jane Li Director, Marketing 4 Respon Wealth Management | Founder of Botrich Online Marketplace Beca Yin Director, Operations 4 HSBC GBM | BMO | Finalist in New Silk Road North America Fashion Show Alex Qu Associate, Case 4 Nomura | Macquarie Capital | Major Entrance Scholarship Mathilde Ho Associate, Case 3 Scotiabank GBM | 1st place in Dragon Boat Canadian Championships Matheus Sampaio Associate, Competition 2 Scotiabank GBM | Bronze Medal in International Mathematics and Physics Olympiads Ali Geum Associate, Competition 2 Canalyst | Canaccord Genuity | Full Undergraduate Major Entrance Scholarship Amir Zanjani Associate, Conference 3 Mackie Research Capital | Beta Financial Markets | Team Captain Municipal Hockey Anna Zynyuk Associate, Marketing 2 Alpha Investments | Competitive National Dancer for Ukraine Simon Hua Associate, Media 4 Founder of The Coding Bull Web Development | Founder of Hangr Fashion App National Investment Banking Competition & Conference 2017 2 Invitation to NIBC 2017 We would like to invite Undergraduate & Graduate students to the National Investment Banking Competition NIBC 2017 Highlights Upon registering for the First Round, competitors receive online access to video tutorials, industry templates & interview training at www.nibclive.com Final Round takes place in Toronto to increase professional engagement and allow competitors to build a strong professional network Case structure, models and templates conceptualized by senior investment banking professionals based on fully authentic transaction scenarios Please visit NIBC.ca to register FIRST ROUND: 3-week resolution starting October 6th requiring FINAL ROUND: 64 finalist teams competing November 29-30th teams of 4 to produce a Corporate Valuation & Strategic Review giving Transaction Advice to a Live Panel of Managing Directors 100-page case package with financial model templates & Competition features authentic current transaction at event with industry data high-profile keynotes and panelists National Investment Banking Competition & Conference 2017 3 Event Overview NIBC was founded on the guiding philosophy of giving students from any background & geography a merit-based opportunity to develop and measure their skills on a global stage NIBC CONCEPT (2009-2017) CASE DCF, Comparable, Precedent, LBO Valuation | Strategic Client Review | Corporate Finance Transaction TRAINING Access to Video Tutorials | Industry Templates through Online Competitor Portal COMPETITION Equal Access for All Students | 100+ Universities | 1,600 Competitors | $15,000 Prize Pool CONFERENCE High-Profile Keynote Speakers | Deal Presentations | Sellside & Buyside Panels AUDIENCE 400 Students at Final Round | 150 Industry Professionals & Alumni Event Overview (Toronto 2017) Student Attendance Professional Involvement Corporate Partners Venue Hyatt Regency Universities 100+ Board Members 15 Investment Banks 17 Keynotes 2 Competitors 1,600 Boardroom Judging 30 Private Equity Firms 4 Workshops & Panels 25 Asset Management 8 Deal Presentations 3 Competition Finalists 200+ Wine & Cheese 70 Accounting/Law Firms 5 Panels 2 Conference Delegates 150 Gala Dinner 120 Industry 9 Evening Event EFS Social Club Total 150 Total Firms 43 National Investment Banking Competition & Conference 2017 4 World Class Competition NIBC invites students from all backgrounds to measure their skillset on a world stage Geographic Expansion Competition Winners Shizu Okusa 2010 Goldman Sachs 1438 Out of BC BC Derek Ching 2010 Goldman Sachs | GMP Navtej Sidhu 2010 Scotiabank GBM Jordan Pandoff 2011 BMO Capital Markets 947 Alex White 2011 TD Securities Haroon Chaudhry 2011 BMO Capital Markets 588 480 Jeremy Beadow 2011 BMO Capital Markets | Scotiabank GBM Jeff McLay 2012 Onex | CIBC World Markets 160 Ian Sinclair 2012 TD Securities Aman Malik 2012 Credit Suisse | BMO Capital Markets Gregory Jones 2012 BMO Capital Markets 2011 2012 2013 2014 2015 Shaaj Vijay 2012 RBC Capital Markets Stephen Ou 2012 RBC Capital Markets Notable Competing Schools Kevin Zhou 2013 Och-Ziff Capital | Goldman Sachs Kevin Gryp 2013 Silver Lake Partners | Steadfast Feroz Qayyum 2013 Hellman & Friedman | Evercore Partners North American Universities International Universities Lewis Peattle 2013 Bain & Company University of Pennsylvania London Business School Ivan Di 2014 RBC Capital Markets | Onex Columbia University Cambridge University Mak Doric 2014 Goldman Sachs Stanford University University of Oxford Emily Ren 2014 RBC Capital Markets New York University HEC Paris Nicholas Bigelow 2014 CIBC World Markets Massachusetts Institute of Technology IE Business School Patrick Fong 2015 Evercore Partners | UBS Cornell University University of Melbourne Ryan Liu 2015 Evercore Partners Yale University National University of Singapore Dartmouth College Peking University Ryan Yaraghi 2015 Evercore Partners UC Berkeley University of Hong Kong Stephen Caputo 2015 Barclays Queen’s University Chulalongkorn University Nolan Lypka 2016 BMO Capital Markets University of Western Ontario Indian Institute of Management Olivier Babin 2016 Goldman Sachs University of Toronto IPADE Business School Stephen Toth 2016 Barclays Luis Spradley 2016 Moelis & Company National Investment Banking Competition & Conference 2017 5 2017 Timeline The First Round will take place in October with the Final Round held at the end of November Registration & Online Preparation First Round Release (October 5th) First Round Submission (October 26th) Final Round (November, 29-30th) May – August 2017 September 2017 October 2017 November 2017 Registration & Preparation (Summer) First Round (3-4 Weeks) Final Round (2 Days) Skills Development Valuation & Strategic Overview Transaction Advice Online Resources Analyst / Associate Perspective Director Perspective ▪ Case preparation resources ▪ Pitchbook and valuation model ▪ 8-hour resolution for Boardroom Round ▪ Guides, video tutorials, templates ▪ 40-60 teams selected for Final Round ▪ Managing Director panel at Gala Dinner National Investment Banking Competition & Conference 2017 6 Competitor Preparation Portal Competitors have access to online resources and video tutorials during the preparation period Content Trailer Resume Writing Pitchbooks Case Templates Training Series | Preview Valuation Example | Watch The NIBC Live video portal provides Training Series video tutorials & templates to Video tutorials by professionals on concepts competitors in the 2017 National applied in investment banking Investment Banking Competition, held in Toronto on November 29-30. Corporate Finance RESEARCH TRANSACTIONS Graduate & undergraduate students may PITCHBOOKS sign up teams of 2-4 students at MODELLING TIPS BEST PRACTICES NIBC.ca.. Upon registering for the First Round, competitors receive access to th Interview Training NIBCLive.comddddddddddd until November 30 . Interview Interview 50 model answers to most frequent A selection of clips can be viewed under investment banking interview questions the links provided. INTERVIEW ANSWERS ONE-PAGE SUMMARY PRACTICE INTERVIEWS Download Fireside Chat Industry Insights Presentations by NIBC board members, keynote speakers & past winners Content for the portal was created by past organizing team members to provide NIBC INTERVIEWS competing teams from all backgrounds KEYNOTES & DEAL PRESENTATIONS with resources to refine their corporate Winning Team INDUSTRY PANELS finance skills. National Investment Banking Competition & Conference 2017 7 Toronto Final Round The 2017 Final Round will be held at the Hyatt Regency Toronto on November 29-30th Toronto Final Round: Hyatt Regency Increased exposure to professional community and career opportunities Increased engagement from head offices Hyatt Shorter travel for many competitors Regency Ideally-located by financial & ✓ entertainment district (King & Spadina) Capacity to accommodate all ✓ competitors and dinner for 500 guests Within walking distance to core ✓ sponsors for boardroom judging Immediately next to evening venue at ✓ EFS Social Club National Investment Banking Competition & Conference 2017 8 Cases Cases feature realistic transactions based on authentic information and transaction parameters 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
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