National Investment Banking Competition & Conference 2017 Initial Academic Partners Engagement, Study notes of Lease Finance and Investment Banking

Download National Investment Banking Competition & Conference 2017 Initial Academic Partners Engagement and more Study notes Lease Finance and Investment Banking in PDF only on Docsity! National Investment Banking Competition & Conference 2017 Initial Academic Partners Engagement 2017 Organizing Team Suite 300 Graybar Building | 420 Lexington Avenue | New York 10170 March 2017 National Investment Banking Competition & Conference 2017 NIBC 2017 Organizing Team 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 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 | 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 Canaccord Genuity | Full Undergraduate Major Entrance Scholarship Amir Zanjani Associate, Conference 3 Beta Financial Markets | Team Captain Municipal Men’s Hockey Team 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 2 The 2017 team looks forward to working with you on planning the NIBC 2017 Conference & Competition NIBC 2017 Organizing Team National Investment Banking Competition & Conference 2017 2017 Dates & Location We are keen to engage potential academic partners early on in the NIBC 2017 planning process Registration Opening Qualifying Round Submission March – August 2017 September 2017 October 2017 November 2017 Final Round Qualification Round Release Competition Timeline Case Creation First Round (4 weeks) Final Round (2 days) Authentic Investment Banking § Corporate finance transactions § Models and datasets § Instructions Case Contributors § Investment banking professionals on NIBC Board § DCF, Trading Comparables, Precedent Transactions, LBOs § Pitch book, valuation model and memo § 40-60 out of 400 teams selected for final round § Model, data sets, Managing Director memo § 8-hour time slot to develop boardroom pitch § Final presentations to Senior Managing Director at Gala Dinner AT&T (2016) AT&T’s Acquisition of Starz (2016) 5 National Investment Banking Competition & Conference 2017 Case Cases feature realistic transactions based on fully authentic information and transaction parameters 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 Levered Financing Structures and Debt Metrics Bid Security and Price Protection Mechanisms Case Material (2015 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 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 FIFA (Electronic Arts) Grand Theft Auto (Take-Two) Valuation Restructuring Buyout AcquisitionValuation Acquisition Valuation Financing Past Case Topics Fashion Sports EquipmentMining GamingMining Gaming Gaming Media 6 National Investment Banking Competition & Conference 2017 A World Class Competition NIBC allows students from all backgrounds to measure their skillset on a world stage Notable Competing Schools North American Universities University of Pennsylvania Columbia University Stanford University New York University Massachusetts Institute of Technology Cornell University Yale University Dartmouth College UC Berkeley Queen’s University University of Western Ontario University of Toronto International Universities London Business School Cambridge University University of Oxford HEC Paris IE Business School University of Melbourne National University of Singapore Peking University University of Hong Kong Chulalongkorn University Indian Institute of Management IPADE Business School Geographic Expansion 160 480 588 947 1438 2011 2012 2013 2014 2015 Out of BC BC Competition Winners Shizu Okusa 2010 Goldman Sachs Derek Ching 2010 Goldman Sachs Navtej Sidhu 2010 Scotiabank GBM Jordan Pandoff 2011 BMO Capital Markets Alex White 2011 TD Securities Haroon Chaudhry 2011 BMO Capital Markets Jeremy Beadow 2011 BMO Capital Markets Jeff McLay 2012 Onex Ian Sinclair 2012 TD Securities Aman Malik 2012 Credit Suisse Gregory Jones 2012 BMO Capital Markets Shaaj Vijay 2012 RBC Capital Markets Stephen Ou 2012 RBC Capital Markets Kevin Zhou 2013 Och-Ziff Capital | Goldman Sachs Kevin Gryp 2013 Silver Lake Partners Feroz Qayyum 2013 Hellman & Friedman | Evercore Partners Lewis Peattle 2013 Bain & Company Ivan Di 2014 RBC Capital Markets Mak Doric 2014 Goldman Sachs Emily Ren 2014 RBC Capital Markets Nicholas Bigelow 2014 CIBC World Markets Patrick Fong 2015 Evercore Partners Ryan Liu 2015 Evercore Partners Ryan Yaraghi 2015 Evercore Partners Stephen Caputo 2015 Barclays Nolan Lypka 2016 BMO Capital Markets Olivier Babin 2016 Goldman Sachs Stephen Toth 2016 Barclays Luis Spradley 2016 Moelis & Company 7 National Investment Banking Competition & Conference 2017 Selected Participating American Schools Selected Participating International Schools International Footprint 10 National Investment Banking Competition & Conference 2017 Canadian Footprint Competition Participation Geographic Distribution Academic Distribution Eastern Canada Eastern Canada Universities 100+ Competitors 1,600 Competing Teams 400 Western Canada Eastern Canada Western Canada Eastern Canada Western Canada 18% Eastern Canada 19% US 47% Asia 12% Europe 3% Other 1% Year 1 Year 2 Year 3 Year 4 MBA Undergraduate 61% MBA 39% Selected Participating Canadian Schools 11 National Investment Banking Competition & Conference 2017 NIBC Board Members Nicole Dee Silver Point (Goldman Sachs) Analyst Case Committee Tracey McVicar CAI Private Equity Managing Partner Board Member Kathy Butler CIBC World Markets Managing Director Board Member Scott Powell MDA Training President Board Member Chris Tsoromocos Trafalgar Partners (Stern Partners) Managing Director Board Member Rizvan Dhalla Morgan Stanley Managing Director Board Member Harry Pokrandt Espresso Capital (Macquarie) Managing Director Board Member Jordan Anderson bcIMC (TD Securities) Portfolio Manager Board Member Philip Chua Macquarie (2016) (UBS) Case & Oversight Committee Michael Scott RBC Capital Markets Director Board Member Amardeep Chandi Caspian Capital (KKR) (Morgan Stanley) Analyst Board Member David Lam Macquarie Capital Associate Case Committee Noam Gilead J.P. Morgan Associate Oversight Committee Charles Wong Canaccord Genuity Analyst Oversight Committee Nicole Ponto Jefferies Analyst Oversight Committee Haroon Chaudhry BMO Capital Markets Associate Oversight Committee Brenden Lee Oaktree (2016) (Evercore) Case Committee Martin Haakonsen TD (2017) Associate Board Member NIBC Board Members Case Committee Oversight Committee Gint Austrins Global Securities (UBS) Equity Analyst Board Member Dipak Kamdar McKinsey & Co. (RBS) Associate Board Member Many board members have been part of NIBC since inception or served on past organizing teams 12