NIBC Global Competition 2021-2022 Competition Overview VANCOUVER TORONTO NEW YORK Participate in the World’s Largest Investment Banking Competition WATCH OUR STORY 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 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 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 Valuation & 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 | 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 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) VANCOUVER 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 Canada 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 British Columbia 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 Calgary Aman Malik CPPIB | Credit Suisse Massachusetts Institute of Technology University of Saskatchewan Gregory Jones BMO Capital Markets | CPPIB Cornell University Shaaj Vijay RBC Capital Markets Yale University London Business School Stephen Ou RBC Capital Markets | Scotiabank GBM Dartmouth College Cambridge University Kevin Zhou Long Arc Capital | Goldman Sachs Georgetown University University of Oxford Kevin Gryp Steadfast Financial | Silver Lake Partners UC Berkeley Newcastle University Feroz Qayyum Pershing Square | Evercore UCLA HEC Paris 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 Melbourne 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 Singapore University of Wisconsin-Madison Chulalongkorn University Ryan Yaraghi Searchlight Capital | Evercore Ohio State University Stephen Caputo Barclays Peking University University of Hong Kong Nolan Lypka Moelis | BMO Capital Markets University of Western Ontario Olivier Babin Goldman Sachs | National Bank 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 Montreal 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 Houlihan Lokey | 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.