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NIBC Global Competition 2021-2022 Competition Overview

VANCOUVER NEW YORK

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1 Invitation to the NIBC Global Competition

We would like to invite Undergraduate and Graduate/MBA candidates to the 2021-2022 Global Competition

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

2 Networking: Professionals from top tier investment and 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

5 Merit: NIBC gives recruits from all geographies an opportunity to enter the First Round and showcase their merits

Visit NIBC.ca to register

FIRST ROUND: Sep-Dec 2021 (ONLINE) with teams of 2-4 FINAL ROUND: March 9-12, 2022 with finalists giving Transaction producing Corporate & Strategic Review 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 2

National Investment Banking Competition 2021-2022 2 NIBC Overview

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

NIBC CONCEPT (2007-2022)

CASE DCF, Comparable, Precedent, LBO Valuation | Strategic Client Review | 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 2 Conference Delegates 150 Gala Dinner 120 Corporate Clients 9 Total 150 Total Firms 43

National Investment Banking Competition 2021-2022 3 Timeline

The First Round will take place in the Fall of 2021 with the Final Round held in the Spring of 2022

Competition Timeline: Registration Opening

First Round Resolution (Oct/Nov 2021)

First Round Submission (Dec 2021) Final Round (Mar 9-12, 2022)

Summer 2021 Fall 2021 Spring 2022

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 ▪ 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 Gala Dinner

National Investment Banking Competition 2021-2022 4 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 BMO Capital Markets University of Pennsylvania University of Jeremy Beadow BMO Capital Markets | Scotiabank GBM Columbia University Simon Fraser University Jeff McLay TorQuest Partners | Onex Stanford University University of Victoria Ian Sinclair TD Securities New York University University of Aman Malik CPPIB | Massachusetts Institute of Technology University of Saskatchewan Gregory Jones BMO Capital Markets | CPPIB Cornell University Shaaj Vijay RBC Capital Markets Yale University Business School Stephen Ou RBC Capital Markets | Scotiabank GBM Dartmouth College Cambridge University Kevin Zhou Long Arc Capital | Georgetown University University of Oxford Kevin Gryp Steadfast Financial | Silver Lake Partners UC Berkeley Newcastle University Feroz Qayyum Pershing Square | UCLA HEC Lewis Peattle Bain & Company Carnegie Mellon EDHEC Business School Ivan Di Onex | RBC Capital Markets John Hopkins University IE Business School Mak Doric Goldman Sachs California Polytechnic State University University of Emily Ren HarbourVest Partners | RBC Capital Markets University of San Diego Nicholas Bigelow Birch Hill | CIBC World Markets State University of New York Patrick Fong TPG Global | Evercore Florida International University Ryan Liu Google | Evercore National University of University of Wisconsin-Madison Chulalongkorn University Ryan Yaraghi Searchlight Capital | Evercore Ohio State University Stephen Caputo Barclays Peking University University of Nolan Lypka Moelis | BMO Capital Markets University of Western Olivier Babin Goldman Sachs | National Financial Chinese University of Hong Kong McGill University City University of Hong Kong Stephen Toth Barclays Queen’s University Immanuel Palugod PJT Partners | Blackstone University of Toronto Luis Spradley Apollo | Moelis HEC Indian School of Business Michael Brown RBC Capital Markets University of Waterloo Indian Institute of Management Christy Ma RBC Capital Markets | CIBC Capital Markets McMaster University Putra Business School Eric Van Hees Evercore | RBC Capital Markets Wilfred Laurier University IPADE Business School Tejas Saggi PJT Partners | CPPIB Concordia University Universidad de Los Andes Emilie Granger | RBC Capital Markets Ryerson University University of Ljubljana Kyle Costanzo Liontree Advisors | J.P. Morgan

National Investment Banking Competition 2021-2022 5 Corporate Participation

Professionals and recruiters from top tier firms help adjudicate the competition every year

Past Participating Firms

National Investment Banking Competition 2021-2022 6 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 2021-2022 7 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 2021-2022 8 Applied Training Resources

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

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 can access MODELLING TIPS 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 2021-2022 9 Full-Day Itinerary

Sample | Day 1 - Wednesday Day 1: Case Resolution (Hotel Rooms) Each finalist team is given 6-8 hours to prepare a pitchbook working Case Resolution in 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 Investment Banking Deal Presentation boardroom presentation with food & drinks being served in the hotel 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 Sector Market Update industry professionals taking questions from conference guests on 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 *Wine & Cheese Networking Dinner, which features a gala dinner keynote and senior managing director panel adjudicating the finalist teams. *Gala Dinner Keynote & Final Round *Evening Event Day 2: Evening Event (Night Venue) Conference guests will be invited to attend an evening event held in Sample | Day 3 – Friday a 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 *Reception professionals and recruiters. Please note the number of invites will be limited based on performance in the case simulation. * Designates professional involvement

National Investment Banking Competition 2021-2022 10 Select Venues

NIBC has hosted the competition in some of the most beautiful hotels and conference venues

HYATT

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LA

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SHANGRI

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PACIFIC

PAN

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2022

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2007 NIBC

National Investment Banking Competition 2021-2022 11 Board Support

NIBC draws on the support of senior investment banking and private equity executives

Board Members & Industry Experience

Tracey McVicar Kathy Butler Chris Tsoromocos Haroon Chaudhry CAI CIBC Trafalgar Partners BMO Capital Markets Private Equity World Markets Stern Partners Vice President Managing Partner Managing Director CIBC Managing Director Board Member Board Member Board Member Board Member Harry Pokrandt Rizvan Dhalla Jordan Anderson Noam Gilead Hive Blockchain bcIMC J.P. Morgan Espresso Capital Managing Director Portfolio Manager Vice President Macquarie TD Securities

Board Member Board Member Board Member Board Member

Tim Vipond Michael Scott Dipak Kamdar David Lam Corporate RBC Capital Markets Google Macquarie Capital Finance Institute Director Manager CEO McKinsey & Co CIBC Board Member Board Member Board Member Board Member

Amardeep Chandi Brenden Lee Nicole Ponto Olya Kubliy Singh Capital Oaktree Jefferies RBC Capital Markets KKR Evercore Associate Fund Manager

Board Member Board Member Board Member Board Member

National Investment Banking Competition 2021-2022 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 Experience & Extracurricular Achievements

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

Maori Hayashi Manager, Operations () | M&A Cloud | Longbow Consulting

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

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

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

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

Tennille Robertson Director, Conference | Founder of Events Media Group

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

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

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

Ayush Paliwal Associate, Case Moelis & Company | BCI | WestPeak Research | Analyst at Sell Side Handbook

Brett Hennessey Associate, Conference BMO Capital Markets | Mackenzie Investments | Provincial Medallist in Track and Field

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

Angela Co Manager, Conference Quadreal | Fund Development Manager at UBC Enactus

Alan Yang Associate, Conference Scotiabank GBM | Four-time Volleyball Provincial Medalist Some positions turning over in 2021

National Investment Banking Competition 2021-2022 13 Global Organizing Team Network

Year Work Experience Year Work Experience Amardeep Chandi 2010 Caspian Capital | KKR | Morgan Stanley Leanne Li 2015 Scotiabank | HSBC Dipak Kamdar 2010 Google | McKinsey & Co. | RBS Juliet Zhu 2015 HSBC | Silicon Valley Bank Jenny Hu 2010 McKinsey | Partnerships BC Sandra Woo 2015 TD Securities | AGF Investments Noam Gilead 2010 JP Morgan | RBC Global Asset Management Clarabel Luk 2015 PwC | Wesgroup Properties Gint Austrins 2011 Global Securities | UBS Investment Bank Soroush Karimzadeh 2015 Novarc Technologies | Andritz Jacky So 2011 Barclays | BAML Jennifer Jordache 2015 Connor, Clark & Lunn | CPPIB | BAML Sean B. McNulty 2011 JP Morgan | CIBC Capital Markets Karsten Lee 2015 BMO Capital Markets | GMP FirstEnergy Jose A. Gonzalez 2011 Citigroup | Leith Wheeler Hovy Qiu 2015 GF Capital | Canalyst Katherine Barends 2011 PwC | CIBC Nicole Ponto 2015 Jefferies | CIBC Wood Gundy Martin Eston 2011 Morgan Stanley | RBC Capital Markets Olya Kubliy 2016 RBC Capital Markets | National Bank Carl F. Stange 2012 SEB Investment Bank | Morgan Stanley Joseph Liu 2016 Fulcrum Capital | Tricor Pacific Capital Jessica Zhang 2012 Houlihan Lokey | BAML Lucien Lu 2016 Ardenton Capital | IVEST Consumer Partners Amelia Lak 2012 Goldman Sachs | RBC Capital Markets Jonathan Young 2016 BMO Capital Markets | RBC GAM Sara Keng 2012 TD Securities | CIBC Capital Markets Jamie Farrell 2016 Macquarie Capital | BCI Andra Bosneaga 2012 Birch Hill | CIBC Capital Markets Jessica Ljustina 2016 RBC Capital Markets Martin Haakonsen 2012 Arctic Securities | TD Securities Josh Dogor 2016 CPPIB | OTPP Vina Yiu 2012 BAML | Morgan Stanley Terence Kwan 2012 Golden Gate Capital | Bridgewater Cameron Strukoff 2017 Scotiabank GBM | Morgan Stanley David Lam 2013 Macquarie Capital | GE Capital William Liaw 2017 Goldman Sachs | Barclays Brenden Lee 2013 Oaktree Capital | Evercore Mathilde Ho 2017 Scotiabank GBM | Canalyst Jasmin Kirk 2013 Lane Crawford | Matheus Sampaio 2017 Scotiabank GBM John Sanden 2013 Connor, Clark & Lunn | RBC Capital Markets Alexander Qu 2017 RBC Capital Markets | Macquarie Capital Charles Wong 2013 Ondra Partners | Canaccord Genuity Ali Geum 2017 CIBC Capital Markets | Canalyst Carmen Chan 2013 Citi | Global Securities Sofiia Salimova 2017 Canaccord Genuity | Catalyst Capital Piper Hoekstra 2013 Connor, Clark & Lunn | CIBC Capital Markets Beca Yin 2017 Scotiabank | HSBC GBM Derek Dodd 2013 Anchorage Capital Group | KKR Valerie Tsui 2018 BMO Financial Group | Canaccord Genuity Jennifer Liu 2013 Ares | Goldman Sachs Prithvi Khanna 2018 CIBC Capital Markets | OTPP Garrett Clyne 2014 DW Healthcare Partners | TD Securities James Huang 2020 Macquarie Capital | Blair Franklin Capital Louisa Yeung 2014 Deloitte M&A Advisory | TD Securities Eric Hall 2020 HSBC GBM | Deloitte McKenzie Milhousen 2014 Morgan Stanley | Goldman Sachs Tennille Robertson 2020 Canaccord Genuity Taylor Carkner 2014 National Bank | BMO Capital Markets Nina Erdevicki 2020 Gravitas Securities Chris Wong 2015 Lululemon | BMO Capital Markets Shaurab Hamal 2020 Grosvenor Group | Strategic Exits Nicole Dee 2015 Cadian Capital | Goldman Sachs Maori Hayashi 2020 Citigroup | M&A Cloud

National Investment Banking Competition 2021-2022 14 Case Examples

VANCOUVER TORONTO NEW YORK

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15 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 Business & Operating Model Model Templates DCF, Comps, Precedents, LBO, Transaction Model* Industry & Competitive Analysis 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 DELIVERABLES 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

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

National Investment Banking Competition 2021-2022 16 Electronic Arts / Take Two Example

High Valuation & Lagging M&A Cost Control High Share Strengthen Low Profits Market Leadership AAA Titles & Strategy & Strong Price & & Strong Core Console in Video Games Customer into Mobile Financial Valuation Competition Segment (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 : 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 2021-2022 17 Appendix – Case Examples

National Investment Banking Competition 2021-2022 18 Appendix – Case Examples

National Investment Banking Competition 2021-2022 19 Past Events & Photos

VANCOUVER TORONTO NEW YORK

Participate in the World’s Largest Investment Banking Competition WATCH COMPETITION VIDEO

20 Event Photo Highlights 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., 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 -Year Anniversary Day 2 – Thursday (March 14th, 2019)

8am – 9am Refreshments

9am – 10am RBC Presents: Opening Industry Address

10am – 11am CIBC Presents: IPO & Selldown

11am – 12am JP Morgan Presents: IB Panel

12pm – 2pm Lunch Break

VANCOUVER TORONTO NEW YORK 2pm – 3pm Blackstone Presents: PE Panel 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 2021-2022 A r i t z i a I P O & S e l l d o w n Client Perspectives Lead Underwriter & Regional Head, CIBC President & CEO,

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 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 / 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

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 2021-2022 22 M&A Presentation Panel Fashion Keynote 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 Ted McGurk is a Managing Director and Head of Investment Banking at the Vancouver office. Mr. McGurk joined TD Securities' team in March Gala Performance 2007 and has over 20 years of experience successfully executing numerous debt and equity financings and merger & acquisition assignments for British Columbia based companies. Mr. McGurk’s Brand Ambassador, F a z i o l i P i a n o s representative clients include Goldcorp, Teck, Maxar Technologies (MacDonald Dettwiler), , Ballard Power, Pizza, Colombia Sanaz Sotoudeh Sanaz Sotoudeh has appeared in various venues and festivals around Europe, North 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 TV in the UAE. Due to her Iranian background, Sanaz Sotoudeh has been creating and participating in projects inspired by Steve Borritt Steve Borritt is a Managing Director in the Global Investment Banking group of RBC Capital Markets, where he covers clients in the North ‘Orientalism’ in music and has worked with Daniel Barenboim’s ‘West-Eastern Divan American paper and forest products sector. Steve has been involved in Orchestra’, NSO UAE National Orchestra, Middle-East Choir Festival at 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 pianist Paolo Fazioli. Passion for music, great artisanship, continuous technological research Owen Blain Owen Blain is an Executive Director at CIBC Capital Markets. He joined CIBC in 2011 and has worked across a wide range of sectors including and strict material selection: these are the elements required for building a Fazioli piano. 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 2021-2022 23 Event Photo Highlights

Gala Dinner

National Investment Banking Competition 2021-2022 24 Event Photo Highlights

ConferenceOpening (Hyatt Reception Toronto)

National Investment Banking Competition 2021-2022 25 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

National Investment Banking Competition 2021-2022 26