BRIDGING THE GAP: , INTERVIEW PREP, AND TECHNICAL SKILLS DEVELOPMENT 1 Bridging the Gap: Financial Modeling, Interview Prep, and Technical Skills Development

Training programs for post-secondary students seeking roles in business and corporate finance

EXPERTS IN FINANCIAL MODELING TRAINING [email protected] · +1 416 583 1802 WWW.MARQUEEGROUP.CA BRIDGING THE GAP: FINANCIAL MODELING, INTERVIEW PREP, AND TECHNICAL SKILLS DEVELOPMENT 2

About The Marquee Group

Our Clients We believe that - based financial models are For several years, Marquee has led the annual the most important tools in training programs at numerous investment modern finance. Using our banks, pension funds and commercial banks. framework and discipline We have taught thousands of professionals all to develop best-in-class, across Canada, the United States, the United user-friendly models, we Kingdom, Mexico, Australia and China. help students and finance The following table highlights some of our professionals turn their models major clients: into powerful communication tools that lead to better, more UNIVERSITIES effective decisions. Acadia University Saint Mary’s University Brandeis University U of T - Rotman The Marquee Group is the only Dalhousie - Rowe UBC dedicated financial modeling firm HEC Waterloo in Canada. For over a decade, our McGill - Desautels Western - Ivey business has delivered what has McMaster - DeGroote York - Schulich become the industry standard Queen’s - Smith in financial modeling, training, SOCIETIES FINANCIAL consulting and accreditation. CFA Barbados BMO CFA Calgary Brookfeld TRAINING CFA Edmonton CIBC CFA Seattle Desjardins We train globally at financial CFA Toronto KPMG institutions, corporations, CFA Vancouver Manulife professional organizations and universities CFA Victoria RBC CIRI Santander CONSULTING CPA BC Scotiabank CPA Ontario TD We build and improve existing forecast models and create custom Excel solutions for clients CORPORATE PUBLIC SECTOR to facilitate better and more timely decisions Agrium Auditor General American Express BCI ACCREDITATION Holt Renfrew CDPQ We provide an opportunity Indeed CPPIB for individuals to demonstrate Law Firms Export Dev. Corp their financial modeling Rogers Manitoba Public Inc. proficiency through an intensive Shoppers Drug Mart Ontario MTO modeling exam Square Ontario Power Telus OTPP Tim Horton’s Treasury Board

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Our Approach

OUR MISSION At Marquee, we firmly believe that an engaging and positive classroom experience led by a knowledgeable instructor is the most effective way to build capable financial teams.

Participant Experience All of the Marquee Group’s courses are interactive and delivered through a combination of lectures, TRUST SUCCESSFUL group discussions and hands-on STUDENTS computer assignments. We aim We make students more to keep class sizes manageable marketable which helps so that we can provide individual them land great jobs, and helps career centres attention to each participant. to place them During a course, participants are provided with printed materials and electronic files. Following a session, participants have continued access to the instructors who are available to answer questions.

We lead our courses with passion, EXPERTISE YEARS OF expertise and trust to put student EXPERIENCE success first: We teach skills that bridge the gap between academic knowledge and the real-world skills that employers demand

PASSION TEACHING EXCELLENCE

We have a particular pedagogy in the classroom that inspires learning and curiosity

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Our Programs

The following are short summaries of seminars that The Marquee Group provides to business schools, universities and colleges:

Technical Training Seminars These course offerings will build on the /finance skills taught at business schools and provide students with the industry best practices that potential employers require:

1 Financial Modeling: (LBO) Modeling Building a Financial Model 4 This hands-on course focuses on the Participants will learn to create well- skills required to build and incorporate designed, functional and dynamic financial a complex capital structure into a financial models. This course focuses on the skills model. Participants will recapitalize a required to design and create an interactive company’s balance sheet and then forecast financial model of a company that adheres specific pieces of debt and so that to the highest industry standards. the model can be used for credit purposes or as a Leveraged (“LBO”) model. 2 Advanced Data Analysis with Excel Every business professional needs 5 Merger Modeling strong technical Excel skills to thrive in This hands-on course focuses on the a corporate environment. This course skills required to design and create a is dedicated to various intermediate and powerful model to analyze the impact of advanced Excel tools to transform the a merger or acquisition. The course will participants into Excel “Power Users”. be taught from the perspective of finance professionals who need to quickly assess the impact of a merger between publicly DCF Analysis 3 traded companies. This hands-on course is focused on the practical implementation of a Discounted 6 VBA Cash Flow (“DCF”) analysis. The skills required to build a DCF analysis will This hands-on course focuses on the skills be discussed and incorporated into a needed to harness the power of macros financial model. Participants will learn to to help automate worksheet processes. recognize and avoid the most common Participants will learn to design, build and errors that professionals make when error check macros that are robust and creating a DCF analysis. easy to use.

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Our Programs Continued

Finance Interview Preparation These sessions focus on the most common technical finance questions that students should be prepared to answer during corporate finance interviews (i.e., , equity research, or corporate finance roles).

1 Finance Interview Preparation Seminar 3 Mock Finance Interviews Interview Preparation seminars are Mock interviews are designed to push designed to help students prepare for students and assess their level of technical finance interviews. Students will typically expertise. This provides feedback to the encounter three types of questions: (i) student (and the career centre) on how fit questions, (ii) market questions, and prepared an individual is for interviews and (iii) technical finance questions. These identifies areas for improvement. sessions are focused on the most common technical finance questions that students should be prepared to answer during 4 Finance Interview Polish corporate finance interviews. Marquee can provide one-on-one sessions to allow students to ask last Capital Markets Overview Seminar 2 minute questions and build confidence This comprehensive course provides prior to interviews. After doing participants with an overview of an extensive preparation, students often integrated Capital Markets business. The have outstanding issues they want to goals of this session are to: (i) introduce discuss and clarify in advance of their the activities and inter-relationships interviews. between the major departments of the business and (ii) highlight the attributes and skill sets associated with professionals in each group.

Together, these modules address This proposal outlines the range of important topics that have additional programs that could be real-world applicability. Practical skills offered to even better prepare your development is the core mission at students for finance interviews and for Marquee. Our training is designed for the analytical requirements at many corporate finance jobs. We look forward any student wishing to expand their to partnering with your school. financial acumen and is not intended to be exclusive for only those pursuing accounting or finance designations.

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Our Team

Ian Schnoor Tim Benson PRESIDENT & FOUNDER PRINCIPAL [email protected] [email protected]

Ian Schnoor is President & Founder of Tim Benson is a Principal and Co-Head of Training The Marquee Group and is responsible for at The Marquee Group. the strategic direction of the firm. In this role, Tim provides strategic leadership and Ian started the business in 2002 to provide Excel-based operational oversight to the training business at The financial modeling training to professionals in the Marquee Group. This includes managing relationships financial community. Ian has built The Marquee Group with clients and ensuring best in class training seminars into a leading provider of financial modeling training, are delivered. consulting and accreditation. Tim remains very active as an instructor and has taught Over the years, Ian has taught thousands of business thousands of business professionals and university professionals and university students in Canada, the students. Since 2012, he has been a Lecturer in the United States, the United Kingdom, Australia and program at the Stephen J.R. Smith Mexico. Ian is passionate about teaching and brings School of Business at Queen’s University. a hands-on, interactive approach to every course. He has developed a framework and discipline for building Prior to joining The Marquee Group, Tim was part of models and for teaching that is now used in all of The the senior management team at Retirement Residences Marquee Group’s sessions. REIT, a TSX listed real estate investment trust, with responsibility for business strategy, corporate finance In 2014, Ian was the recipient of the “Instructor of the and investor relations. He has also worked in merchant Year” award in the Master of Finance program at the banking, equity research at UBS Securities and Smith School of Business at Queen’s University. investment banking at BMO Capital Markets.

Prior to establishing The Marquee Group, Ian spent a Tim received his Master of Business Administration number of years in the Investment Banking departments degree from the Ivey Business School and a Bachelor at Citigroup and BMO Capital Markets. Ian completed of Commerce degree from the Haskayne School of his Bachelor of Commerce Honours degree with Business. While at the Ivey Business School he taught academic distinction from the University of Manitoba business and entrepreneurial skills in Nizhny-Novgorord, and has also attained the Chartered Russia and Minsk, Belarus as part of the LEADER (CFA) designation. Project. He has also attained the Chartered Financial Analyst (CFA) designation.

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Our Team Continued

Dave Thomas Jon Zelman PRINCIPAL PRINCIPAL [email protected] [email protected]

Dave Thomas is a Principal and Co-Head of Training Jon Zelman is a Principal and Head of Consulting at The Marquee Group. at The Marquee Group.

Dave is passionate about teaching and the industry- Jon joined Marquee in early 2009 and is responsible leading course content for which Marquee is known. for leading the firm’s consulting practice. He is focused When not in the classroom, Dave focuses on developing on helping clients improve their Excel-based decision- new courses, course customization for clients and other making tools, so they can spend less time struggling content development. Since joining Marquee in 2012, with models and more time thinking about their Dave has taught hundreds of courses including training businesses. Jon is involved in all of Marquee’s consulting programs for analysts and associates at the major mandates, overseeing model design as well as process banks, corporate business development and budgeting management, and ensures that all models adhere to teams, undergraduate and post-graduate business Marquee’s industry-leading best practices. students and legal professionals in Canada, the US, Mexico and China. Jon is also regularly involved in teaching Marquee courses, and enjoys working with participants at bank Previously, Dave worked in Investment Banking for over programs, corporations, professional societies and 10 years at BMO Capital Markets. While at BMO, he was business schools. Before joining Marquee, Jon spent a Director in Equity Capital Markets where he oversaw over a decade as an investment banking professional, prospectus-offered retail structured products for the advising clients on a wide range of transactions and firm as well as numerous equity financings and initial opportunities, including , public offerings. Prior to that role, he was a member debt and equity financings, restructurings and liability of the Utilities Group and was involved in numerous management. Jon was a Director at Citigroup, working financing and mergers & acquisition transactions in the firm’s New York and Toronto offces, and was including significant work in the renewable and focused on media and telecommunications companies alternative power sector. Prior to joining The Marquee including BCE, Rogers and Quebecor. Jon began his Group, Dave was CEO and Director of a Caribbean- investment banking career in the Montreal offces of based private bank providing asset management, BMO Capital Markets, where he worked on a number of trust and corporate services for high net worth and financing and advisory transactions. corporate clients. A native of Montreal, Jon is fluent in English and Dave received his Master of Business Administration French. Jon holds a Master of Business Administration degree from the Ivey Business School and holds the from Columbia Business School, where he served as a Chartered Financial Analyst (CFA) designation. Teacher’s Assistant in . He also holds a Bachelor of in Business Administration from the University of Vermont.

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Our Team Continued

Duncan McKeen Toze Francisco PRINCIPAL PRINCIPAL [email protected] [email protected]

Duncan McKeen is a Principal at The Marquee Group. Toze Francisco is a Principal at The Marquee Group He has extensive experience in Equity Research with extensive capital markets experience and where he focused on the resource sector analyzing a passion for financial modeling and teaching. commodities and mining companies. Prior to joining The Marquee Group, Toze worked Duncan is passionate about teaching and uses a very at RBC Capital Markets as an Institutional Equities interactive approach to deliver course content. He has Liability with responsibility for Canadian- taught finance courses at the Queen’s University School listed public equities trading, capital allocation, and of Business and has organized and delivered global . Previously, Toze was a member equity conferences as a Research Analyst. Duncan also of RBC Capital Markets’ Global Equity Research has extensive experience marketing and presenting department covering the Canadian Cable, Media, and investment ideas to institutional buy-side clients. Telecommunications sectors. Prior to that role, he participated in the RBC Capital Markets Global Markets Previously, Duncan worked in the Capital Markets for Program where he worked in Global Mining Research, over 10 years. During this time, he was a Senior Vice Foreign Exchange Trading, and Derivatives President and Mining Analyst at Macquarie Capital Trading. Before joining RBC Capital Markets, Toze Markets and a Vice President and Mining Analyst worked at Scotia Capital as an Analyst within the M&A at GMP Securities. Duncan has built and managed and Investment Banking groups and at Canada Pension research teams covering portfolios in excess of $140 Plan Investment Board as an Investment Finance billion. He has published institutional equity research Analyst in the Real Estate group. on base metals, coal, fertilizers, uranium and platinum group metals. Prior to joining the financial community, Toze holds a Bachelor of from the Duncan worked with Ingersoll-Rand as a Mining Product University of Waterloo and a Bachelor of Business Manager and a Technical Sales Engineer. Administration from Wilfrid Laurier University. Throughout his undergraduate tenure, Toze worked as a Duncan received his Master of Finance degree from the mathematics and finance Teaching Assistant and Tutor. Queen’s University School of Business and a Bachelor Toze has also attained the Chartered Financial Analyst of degree from McGill University. He has (CFA) designation and has successfully completed the also attained the Chartered Financial Analyst (CFA) General Securities Representative (series 7), Equity designation. Trader Qualification (series 55), and Uniform Securities State Law (series 63) examinations.

A Portuguese-Canadian, Toze speaks English and Portuguese.

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Our Team Continued

Phil Watanabe Bogdan Tudose PRINCIPAL PRINCIPAL [email protected] [email protected]

Phil Watanabe is a Principal at The Marquee Group. Bogdan Tudose is a Principal at The Marquee Group. Prior to joining Marquee, Bogdan worked in the capital Prior to joining Marquee, he spent 18 years in the markets for over 6 years. capital markets primarily in an institutional role. Bogdan started his career as an Analyst in the Mergers & Acquisitions Group at BMO Capital Markets and Most recently, Phil was a Senior Vice President on the was promoted to an Associate. At BMO Capital sales and trading desk with Macquarie Capital Markets Markets, Bogdan was actively involved in 14 live Canada where he focused on liability trading in the transactions spanning numerous industries, including energy sector. Before that, he was a Managing Director Infrastructure, Metals & Mining, Financial Institutions, on the sales and trading desk at TD Newcrest where he Media & Communications, Retail and Oil & Gas sectors. helped start and build the frm’s Income Trust business. He was responsible for creating extensive operating and valuation models and presenting his analysis to He started his career in the investment banking management teams. Bogdan was also involved in group at BMO Capital Markets where he worked developing training materials and delivering workshops on several fnancing and advisory transactions in to incoming classes of analysts and associates in the New York and Toronto. Investment Banking group.

Phil received his Bachelor of Business Administration He then joined Anson Funds, a long-short degree from Wilfrid Laurier University and fund in Toronto, as an Investment Analyst. In this role, holds the CPA, CA and Chartered Financial Analyst Bogdan developed and maintained in-depth fnancial (CFA) designations. models for the fund’s largest positions and conducted extensive due diligence, including meeting with management teams, industry experts and buy-side and sell-side analysts. He was responsible for sourcing and developing investment ideas and recommending trade and risk mitigation strategies for the portfolio.

Bogdan received his Bachelor of Business administration degree from Schulich School of Business, York University.

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Our Team Continued

Jamie Wilkie PRINCIPAL [email protected]

Jamie Wilkie is a Principal at The Marquee Group Calgary investment banking offces for and is based in Calgary, Alberta. Securities. The group focused on M&A advisory and capital markets execution for mid to large cap clients in the He is focused on Marquee’s training and consulting E&P (conventional and oil sands), midstream and oilfeld practice in Western Canada. Prior to joining Marquee, services sectors. Jamie spent 15 years in the capital markets and energy industries, primarily in an investment banking role. Jamie began his career in investment banking with Merrill Lynch as a summer student and full-time hire and has Most recently, Jamie was operating his own practice also spent time in investment banking covering E&P, providing fnancial modeling and strategy consulting midstream and services companies with Genuity Capital services to privately-held companies in the oil & gas Markets, Versant Partners and TD Securities. In addition, sector. This work included building customized Jamie spent one year covering large cap E&P & oil sands models with input from technical, accounting and companies as an Equity Research Associate at Genuity corporate fnance teams, communications and advocacy Capital Markets. work and confdential advisory services. Jamie received his Bachelor of Commerce degree from Prior thereto, Jamie was a Vice President/Director, the Haskayne School of Business at the University of Investment Banking, and worked for 5 years with a Calgary and has attained the Chartered Financial Analyst team that moved from UBS Securities to found the (CFA) designation.

“ Marquee’s ability to connect rigorous theoretical content to practical, real world experience makes them a great resource for aspiring and existing fnancial professionals. Their engaging style, thoughtful content and technical mastery make them enormously popular with our students.

DR. SEAN CLEARY, PROFESSOR OF FINANCE AND DIRECTOR OF THE MASTER OF FINANCE PROGRAM, QUEEN’S UNIVERSITY

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For more information on The Marquee Group:

Visit marqueegroup.ca Send an email to [email protected] Call 416 583 1802