History & Mission
Founded in 2009 as a collaboration between students and industry, the National Investment Banking Competition (NIBC) brings together students from over 250 universities and 150 professionals in an annual Case Competition and Conference. The Competition attracts over 400 teams comprised of +1,800 Undergraduate and Graduate students from top schools across the world. The finalist teams present to a Managing Directors Panel at the annual Gala Dinner in front of over 350 students and 150 professionals. With the generous contribution and participation of +40 investment banks, private equity and asset management firms, and several professional services firms, NIBC’s mission is to provide participants with a unique opportunity to develop investment banking skills and expand their professional network.
Competition: The NIBC Competition offers Undergraduate and Graduate students from across the world the opportunity to measure their skillset and be recognized by the professional community. Competitors are given the resources to develop and showcase their skills in financial analysis, modeling, and pitching, which are essential for careers in investment banking.
Conference: In conjunction with the Final Round of the competition, NIBC organizes a series of workshops, panels and presentations on investment banking and private equity deals by distinguished industry leaders. The event concludes with a Wine & Cheese, Gala Dinner and Evening Event, giving students a unique opportunity to cultivate their professional networks early on in their careers.
NIBC Live Training Portal: NIBC Live provides video tutorials and templates to NIBC competitors over the Summer prior to the First Round Case dissemination in the Fall. Content for NIBC Live was designed with the help of past organizing team members to provide First Round competitors from all backgrounds with practical guidance on how to prepare a corporate valuation and client review.
Board & Case Committee
NIBC is organized by students on the NIBC Organizing Team under the guidance of the NIBC Board. The NIBC Board comprises comprising professionals in investment banking, private equity and asset management. Board members meet regularly to provide input on the planning, discuss the case and help the team invite speakers through their personal networks. Most board members have been with NIBC since inception or served as directors on the organizing team while going through university.
The Case & Oversight Committees consist of industry professionals who have dedicated their time and experience in valuation, financial modeling and transaction structuring to create sophisticated cases based on real-life situations for NIBC. Committee members also work closely with members of the organizing team to execute all aspects of the event.
Prior to dissemination of the cases, the Case Committee solicits input from other board members and professionals involved in adjucating the Final Round.
NIBC Board: General Members
Tracey McVicar
CAI Private Equity
Global Head
Global Head
Kathy Butler
CIBC Capital Markets
Regional Head, Investment Banking
Regional Head, Investment Banking
Rizvan Dhalla
Morgan Stanley
Managing Director, Technology Investment Banking
Managing Director, Technology Investment Banking
Jordan Anderson
BCI
Managing Director, Private Equity
Managing Director, Private Equity
Amardeep Singh Chandi
Singh Capital, Ex-KKR
Managing Partner
Managing Partner
Michael Scott
RBC Capital Markets
Director, Investment Banking
Director, Investment Banking
Dipak Kamdar
Google
Strategy Lead
Strategy Lead
NIBC Board: Case & Oversight Committee
Noam Gilead
J.P. Morgan
Executive Director, Investment Banking
Executive Director, Investment Banking
Haroon Chaudhry
BMO Capital Markets
Director, Investment Banking
Director, Investment Banking
David Lam
Global Infrastructure Partners
Vice President, Private Equity
Vice President, Private Equity
Philip Chua
Macquarie Capital
UBS Investment Bank
UBS Investment Bank
Brenden Lee
Oaktree Capital Management
Evercore Partners
Evercore Partners
Olya Kubily
Macquarie Group
Associate, Investment Banking
Associate, Investment Banking
Mehtaab Singh Chandi
GoldenTree Asset Management
Investment Analyst, Special Situations
Investment Analyst, Special Situations
Rishabh Dagar
Goldman Sachs & Co.
Analyst, Leveraged Finance
Analyst, Leveraged Finance
Glen Rose
Serafund
Investment Analyst, Venture Capital
Investment Analyst, Venture Capital
Current Organizing Team
Each April, the NIBC Board selects ~10 students to organize NIBC over the following 11 months. With the support of the NIBC Board, the NIBC Organzing Team is able to set a new standard for the world's largest investment banking case competition and conference each and every year.
Past Organizing Teams
Since the inception of NIBC, organizing team members have continued the effort to create an internationally-recognized event for business students to compete in and expand their professional networks. Many past team members have built notable careers in New York, London, Hong Kong, Los Angeles, San Francisco, Toronto, Calgary and Vancouver.
2024 Organizing Team
Spencer Peterson
Eliza Ponomareva
William Chen
Borna Massoudi
Alina Akhmet
Caiden Keller
Charlotte Marron
Graydon Lantz
Tara Luo
Celeste Wang
Radovan Morris
Spencer Peterson
Director, Competition
Spencer is a third-year student at UBC Sauder specializing in finance. This summer, Spencer will be joining BMO in Calgary as an Investment Banking Summer Analyst.
In his free time, Spencer enjoys weightlifting, hiking, and hosting social events.
In his free time, Spencer enjoys weightlifting, hiking, and hosting social events.
Eliza Ponomareva
Director, Conference
Eliza is a third-year finance student at UBC Sauder. This summer, Eliza will be joining Goldman Sachs in New York as a Summer Analyst in their Asset Management Division. She previously worked at CPPIB in Toronto and Scotiabank in Vancouver.
In her free time, she enjoys travelling, doing workout classes, and exploring new restaurants.
In her free time, she enjoys travelling, doing workout classes, and exploring new restaurants.
William Chen
Manager, Case
William is a third-year finance student at The University of British Columbia. In the coming summer, he will be joining National Bank as an investment banking intern in Toronto.
Apart from NIBC, William likes going cycling and travelling, and he loves learning about the financial markets.
Apart from NIBC, William likes going cycling and travelling, and he loves learning about the financial markets.
Borna Massoudi
Manager, Operations
Borna is a second-year student at The University of British Columbia. Borna spent thie previous summer with BMO in Vancouver, and he will be joining Scotiabank in Toronto this summer.
Alina Akhmet
Associate
Alina is a third-year Economics student at The University of British Columbia. She is currently doing a co-op term with BCI in their Public Equity Markets Department.
Apart from NIBC, Alina enjoys doing pilates classes, travelling, and reading in her free time.
Apart from NIBC, Alina enjoys doing pilates classes, travelling, and reading in her free time.
Caiden Keller
Manager, Competition & Conference
Caiden is a third-year UBC student studying both Finance and Astrophysics. Caiden spent his previous summer at NIBC Capital and will be joining Agentis Capital in Toronto this coming summer.
His extracurricular passions include weights, boats, and F1.
His extracurricular passions include weights, boats, and F1.
Charlotte Marron
Associate
Charlotte is a second-year Presidential Scholar at UBC, who has worked for EMMY and Bafta awards-winner, Sorious Samura. She is also a professional film and television actress.
In her free time, she enjoys writing poetry, running and graphic design.
In her free time, she enjoys writing poetry, running and graphic design.
Graydon Lantz
Associate
Graydon is a second-year student at The University of British Columbia with an intended specialization in Finance. This is Graydon’s first year as an Associate at NIBC.
In his free time, Graydon enjoys playing and watching sports and trying new foods.
In his free time, Graydon enjoys playing and watching sports and trying new foods.
Tara Luo
Associate
Tara is in her second year at The University of British Columbia with an intended specialization in Finance and a minor in Data Science.
In her free time, she’s also a junior leader in Scouts Canada organizing events and programs.
In her free time, she’s also a junior leader in Scouts Canada organizing events and programs.
Celeste Wang
Associate
Celeste is in her second year student at UBC. She has won the top 5% in American Mathematics Competition globally and was previously a research assistant at NYU Stern.
In her free time, she enjoys travelling, cycling and watching movies.
In her free time, she enjoys travelling, cycling and watching movies.
Radovan Morris
Associate
Radovan is a second-year student at the University of British Columbia intending to specialize in finance. He is currently working as a fall analyst at NIBC Capital.
Outside of school Radovan plays rugby, soccer, and enjoys working out.
Outside of school Radovan plays rugby, soccer, and enjoys working out.
2023 Organizing Team
Team Photo at the Final Round Conference (March 2023)
Mehtaab Singh Chandi
Chairman
GoldenTree Asset Management
(Special Situations Hedge Fund)
(Special Situations Hedge Fund)
Rishabh Dagar
Director, Competition
Goldman Sachs & Co.
(BDC Capital)
(BDC Capital)
Lavina Yuen
Director, Conference
BMO Capital Markets
(PSP Investments)
(PSP Investments)
Bob Han
Director, Case
Moelis & Co.
(BMO Capital Markets)
(BMO Capital Markets)
Glen Rose
Director, Corporate Relations
Serafund
(Hitachi M&A)
(Hitachi M&A)
Doris Huang
Director, Operations
BCI Private Equity
(Pathfinder Asset Management)
(Pathfinder Asset Management)
Benjamin Carter
Associate, Competition
CIBC Capital Markets
(Cenovus Energy)
(Cenovus Energy)
Eliza Ponomareva
Associate, Conference
Goldman Sachs & Co.
(CPPIB Finance)
(CPPIB Finance)
Spencer Peterson
Associate, Conference
BMO Capital Markets
(TD Securities)
(TD Securities)
Patrick Braun
Associate, Conference
The Consello Group
(Connor, Clark & Lunn)
(Connor, Clark & Lunn)
Miguel Li
Associate, Case
OTPP Infrastructure
(BCI Infrastructure)
(BCI Infrastructure)
Ayano Shirakawa
Associate, Operations
Citigroup
(Stanford e-Japan)
(Stanford e-Japan)
2020 Organizing Team
James Huang
Director, Corporate Relations
OTPP Private Equity
(BCI Private Equity)
(BCI Private Equity)
Eric Hall
Director, Competition
Citigroup
(HSBC Global Banking and Markets)
(HSBC Global Banking and Markets)
Tennille Robertson
Director, Conference
PSP Investments
(Canaccord Genuity)
(Canaccord Genuity)
Brett Hennssey
Director, Conference
BMO Capital Markets
(Mackenzie Investments)
(Mackenzie Investments)
Mehtaab Singh Chandi
Director, Case
GoldenTree Asset Management
(Special Situations Hedge Fund)
(Special Situations Hedge Fund)
Shaurab Hamal
Director, Marketing
Brookfield Asset Management
(Grosvenor Group)
(Grosvenor Group)
Maori Hayashi
Director, Operations
Citigroup
(M&A Cloud)
(M&A Cloud)
Eric Norman
Associate, Competition
Evercore M&A
(BMO Capital Markets)
(BMO Capital Markets)
Viktoriya Tsurikova
Manager, Events
Longbow Consulting
(Kates)
(Kates)
Angela Co
Manager, Conference
Quadreal Property Group
(Philippine National Bank)
(Philippine National Bank)
Nina Erdevicki
Manager, Conference
(Gravitas Securities)
(National Level Tennis Player)
(National Level Tennis Player)
Izabella Shalygina
Manager, Conference
Atlas Corp.
(Pandora)
(Pandora)
Alan Yang
Associate, Conference
Moelis & Co.
(Scotiabank Global Banking and Markets)
(Scotiabank Global Banking and Markets)
Ayush Paliwal
Associate, Case
H.I.G. Capital
(Moelis & Co.)
(Moelis & Co.)
Neo Zhu
Associate, Marketing
Oak Hill Advisors
(RPIA)
(RPIA)
Brandon Jao
Associate, Operations
TD Securities
(Mackenzie Investments)
(Mackenzie Investments)
2019 Organizing Team
Sofiia Salimova
Director, Conference
Canaccord Genuity
(Catalyst Capital)
(Catalyst Capital)
Adam Forsgren
Director, Competition
AIMCo Private Equity
(Gravitas Securities)
(Gravitas Securities)
Mathilde Ho
Director, Case
ONCAP Management Partners
(Scotiabank Global Banking and Markets)
(Scotiabank Global Banking and Markets)
Arian Oftadeh
Director, Marketing
Deloitte Consulting
(Faith Wilson Group)
(Faith Wilson Group)
James Huang
Director, Operations
OTPP Private Equity
(BCI Private Equity)
(BCI Private Equity)
Valerie Tsui
Associate, Conference
BMO Capital Markets
(Canaccord Genuity)
(Canaccord Genuity)
Eric Hall
Associate, Conference
Citigroup
(HSBC Global Banking and Markets)
(HSBC Global Banking and Markets)
Viktoriya Tsurikova
Associate, Conference
Longbow Consulting
(Kates)
(Kates)
Tennille Robertson
Associate, Competition
PSP Investments
(Canaccord Genuity)
(Canaccord Genuity)
David Chernenko
Associate, Competition
Scotiabank Global Banking and Markets
(Canalyst)
(Canalyst)
Nina Erdevicki
Associate, Competition
(Gravitas Securities)
(National Level Tennis Player)
(National Level Tennis Player)
Mehtaab Singh Chandi
Associate, Case
GoldenTree Asset Management
(Special Situations Hedge Fund)
(Special Situations Hedge Fund)
Prithvi Khanna
Associate, Case
UBS Investment Bank
(CIBC Capital Markets)
(CIBC Capital Markets)
Doris Chai
Associate, Case
(Quadreal Property Group)
(Canalyst)
(Canalyst)
Shaurab Hamal
Associate, Marketing
Brookfield Asset Management
(Grosvenor Group)
(Grosvenor Group)
Angela Co
Associate, Marketing
Quadreal Property Group
(Philippine National Bank)
(Philippine National Bank)
Karan Grover
Associate, Marketing & IT
(Y Combinator) (Exited)
(Amazon SDE)
(Amazon SDE)
Maori Hayashi
Associate, Operations
Citigroup
(M&A Cloud)
(M&A Cloud)
2017 Organizing Team
William Liaw
Director, Competition
Goldman Sachs TMT
(Barclays Capital)
(Barclays Capital)
Cameron Strikoff
Director, Case
(Scotiabank Global Banking and Markets)
(Morgan Stanley)
(Morgan Stanley)
Sofiia Salimova
Director, Conference
(Canaccord Genuity)
(Catalyst Capital)
(Catalyst Capital)
Jane Li
Director, Marketing
(Respon Wealth Management)
(Botrich Marketplace)
(Botrich Marketplace)
Beca Yin
Director, Operations
BMO Capital Markets
(HSBC Global Banking and Markets)
(HSBC Global Banking and Markets)
Alexander Qu
Associate, Case
(RBC Capital Markets)
(Macquarie Capital)
(Macquarie Capital)
Ali Geum
Associate, Competition
CIBC Capital Markets
(Canalyst)
(Canalyst)
Mathilde Ho
Associate, Case
ONCAP Management Partners
(Scotiabank Global Banking and Markets)
(Scotiabank Global Banking and Markets)
Matheus Sampaio
Associate, Competition
(Scotiabank Global Banking and Markets)
(Elavon)
(Elavon)
Amir Zanjani
Associate, Conference
(BCI Private Equity)
(Quadreal Property Group)
(Quadreal Property Group)
Anna Zynyuk
Associate, Marketing
(RCI Capital)
(Alpha Investments)
(Alpha Investments)
Simon Hua
Director, Digital Marketing
(The Coding Bull Digital Agency) (Founder)
(Hangr Mobile Fashion App) (Founder)
(Hangr Mobile Fashion App) (Founder)
2016 Organizing Team
Karsten Lee
Director, Competition
(BMO Capital Markets)
(HSBC Global Banking and Markets)
(HSBC Global Banking and Markets)
Nicole Ponto
Director, Conference
(Jefferies)
(CIBC Wood Gundy)
(CIBC Wood Gundy)
Hovy Qiu
Director, Case Development
Canalyst
(GF Capital)
(GF Capital)
Joseph Liu
Director, Marketing
Blackrock
(Fulcrum Capital Partners)
(Fulcrum Capital Partners)
Caitlyn Yu
Director, Internal
(Deloitte Corporate Finance)
(HSBC Commercial Banking)
(HSBC Commercial Banking)
Olga Kubliy
Director, Training
Macquarie Capital
(RBC Capital Markets)
(RBC Capital Markets)
Jamie Farrell
Associate, Competition
BCI Infrastructure & Renewables
(Macquarie Capital)
(Macquarie Capital)
Michael Tam
Associate, Conference
Bloomberg
(Coast Capital Savings)
(Coast Capital Savings)
Cameron Strukoff
Associate, Case Development
(Scotiabank Global Banking and Markets)
(Morgan Stanley)
(Morgan Stanley)
Jessica Ljustina
Associate, Case Development
Sullivan & Cromwell
(Harvard Law)
(Harvard Law)
Peter Yuan
Associate, Case Development
Mercer Management Consulting
(Valitas Capital Partners)
(Valitas Capital Partners)
Josh Dogor
Associate, Marketing
CPP Investment Board
(Ontario Teachers' Pension Plan)
(Ontario Teachers' Pension Plan)
Jonathan Young
Associate, Media
(BMO Capital Markets)
(RBC Global Asset Management)
(RBC Global Asset Management)
Lucien Lu
Associate, Media
(Ardenton Capital)
(IVEST Consumer Partners)
(IVEST Consumer Partners)
Elisa Liu
Associate, Internal
Shopify
(IVEST Consumer Partners)
(IVEST Consumer Partners)
2015 Organizing Team
Chris Wong
Director, Competition
BMO Capital Markets
(Bank of China)
(Bank of China)
Nicole Dee
Director, Case
(Silver Point Capital)
(Goldman Sachs TMT)
(Goldman Sachs TMT)
Leanne Li
Director, Conference
(WeWork)
(Scotiabank)
(Scotiabank)
Juliet Zhu
Director, Marketing
(Oxford MBA)
(Silicon Valley Bank)
(Silicon Valley Bank)
Sandra Woo
Director, Media
(Clearbanc)
(AGF Investments)
(AGF Investments)
Clarabel Luk
Director, Internal
(PwC Corporate Finance)
(Wesgroup Properties)
(Wesgroup Properties)
Hovy Qiu
Associate, Competition
Canalyst
(GF Capital)
(GF Capital)
Soroush Karimzadeh
Associate, Case Development
Novarc Technologies (CEO)
(Andritz)
(Andritz)
Jennifer Jordache
Associate, Case Development
(CPP Investment Board)
(Bank of America Merrill Lynch)
(Bank of America Merrill Lynch)
Kevin Ho
Associate, Conference
Startups
(Bosa Properties)
(Bosa Properties)
Karsten Lee
Associate, Marketing
(BMO Capital Markets)
(HSBC Global Banking and Markets)
(HSBC Global Banking and Markets)
Nicole Ponto
NIBC Associate, Marketing
(Jefferies)
(CIBC Wood Gundy)
(CIBC Wood Gundy)
2014 Organizing Team
Garrett Clyne
Director, Competition
(DW Healthcare Partners)
(TD Securities)
(TD Securities)
Louisa Yeung
Director, Conference
(Deloitte Corporate Finance)
(TD Securities)
(TD Securities)
Nicole Dee
Director, Case Development
(Silver Point Capital)
(Goldman Sachs TMT)
(Goldman Sachs TMT)
McKenzie Milhousen
Director, Sponsorship
(Morgan Stanley)
(Goldman Sachs & Co.)
(Goldman Sachs & Co.)
Chris Wong
Director, Marketing
BMO Capital Markets
(Bank of China)
(Bank of China)
Juliet Zhu
Associate, Marketing
(Oxford MBA)
(Silicon Valley Bank)
(Silicon Valley Bank)
Leanne Li
Associate, Conference
(WeWork)
(Scotiabank)
(Scotiabank)
Taylor Carkner
Associate, Competition
Evercore M&A
(BMO Capital Markets)
(BMO Capital Markets)
Sandra Woo
Associate, Marketing
(Clearbanc)
(AGF Investments)
(AGF Investments)
Hovy Qiu
Associate, Marketing
Canalyst
(GF Capital)
(GF Capital)
2013 Organizing Team
David Lam
Chairperson
Global Infrastructure Partners
(Macquarie Capital)
(Macquarie Capital)
Brenden Lee
Director, Competition
Oaktree Capital Management
(Evercore M&A)
(Evercore M&A)
Jasmin Kirk
Director, Conference
Moda Operandi
(Lane Crawford)
(Lane Crawford)
John Sanden
Director, Marketing
(Connor, Clark & Lunn)
(RBC Capital Markets)
(RBC Capital Markets)
Charles Wong
Director, Internal
Canaccord Genuity
(HSBC)
(HSBC)
Carmen Chan
Associate, Case Development
Citigroup
(Global Securities)
(Global Securities)
Piper Hoekstra
Associate, Competition
Connor, Clark & Lunn
(CIBC Capital Markets)
(CIBC Capital Markets)
Derek Dodd
Associate, Conference
(Elliot Managment)
(KKR)
(KKR)
Nicole Dee
Associate, Media and Design
(Silver Point Capital)
(Goldman Sachs TMT)
(Goldman Sachs TMT)
Jennifer Liu
Associate, Marketing
Ares Management
(Goldman Sachs)
(Goldman Sachs)
2012 Organizing Team
David Lam
Chairperson
Global Infrastructure Partners
(Macquarie Capital)
(Macquarie Capital)
Sara Keng
Director, Competition
TD Securities
(CIBC Capital Markets)
(CIBC Capital Markets)
Andra Bosneaga
Director, Conference
CIBC Capital Markets
(Birch Hill Equity Partners)
(Birch Hill Equity Partners)
Martin Haakonsen
Director, Marketing
Monte Rosa Capital
(TD Securities)
(TD Securities)
Charles Wong
Coordinator, Conference
Canaccord Genuity
(HSBC)
(HSBC)
Jasmin Kirk
Coordinator, Conference
Moda Operandi
(Lane Crawford)
(Lane Crawford)
Vina Yiu
Coordinator, Competition
Goldman Sachs TMT
(Bank of America Merrill Lynch)
(Bank of America Merrill Lynch)
Terence Kwan
Coordinator, Marketing
(Bridgewater Associates)
(McKinsey & Co)
(McKinsey & Co)
Carl Fredrik Stange
Coordinator, Marketing
Arctic Securities
(Morgan Stanley)
(Morgan Stanley)
2011 Organizing Team
Jacky So
Director, Competition
Barclays Capital
(Bank of America Merrill Lynch)
(Bank of America Merrill Lynch)
David Lam
Director, Conference
Global Infrastructure Partners
(Macquarie Capital)
(Macquarie Capital)
Sean Bellamy McNulty
Director, Marketing
JP Morgan
(Morgan Stanley)
(Morgan Stanley)
Jose Gonzalez
Director, Conference
MUFG
(Morgan Stanley)
(Morgan Stanley)
Vivienne Wang
Developer, Case
HSBC
(Guoti Junan Securities)
(Guoti Junan Securities)
Katherine Barends
Developer, Case
(PwC)
(CIBC Wood Gundy)
(CIBC Wood Gundy)
Sara Keng
Developer, Case
TD Securities
(CIBC Capital Markets)
(CIBC Capital Markets)
Jessica Zhang
Director, Marketing
(The Carlyle Group)
(Moelis & Co.)
(Moelis & Co.)
Martin Eston
Coordinator, Competition
(Harvard MBA)
(Morgan Stanley)
(Morgan Stanley)
Amelia Lak
Coordinator, Conference
Citigroup
(Goldman Sachs & Co.)
(Goldman Sachs & Co.)
Andrew Li
Co-President, UBCFA
BCI Private Equity
(National Bank Financial)
(National Bank Financial)
Elaine Choi
Co-President, UBCFA
Synergy Business Lawyers
(Aritzia)
(Aritzia)
2010 Organizing Team
Philip Chua
Co-Founder
(Macquarie Capital)
(UBS Investment Bank)
(UBS Investment Bank)
Amardeep Singh Chandi
Co-Founder
(KKR)
(Morgan Stanley)
(Morgan Stanley)
Dipak Kamdar
Co-Founder
(McKinsey & Co.)
(Google)
(Google)
Flora Ma
Director, Competition
(Goldman Sachs & Co.)
(EY Corporate Finance)
(EY Corporate Finance)
Noam Gilead
Director, Conference
J.P. Morgan
(RBC Global Asset Management)
(RBC Global Asset Management)
Jenny Hu
Director, Marketing
McKinsey & Co.
(Partnerships BC)
(Partnerships BC)
Vincent Chan
Director, Media
(SNC Lavalin)
(Gandalf Consulting)
(Gandalf Consulting)