Best in Class Invitational Case Competition

Best in Class
Invitational Case Competition
November 18, 2006
Semi Final Competition:
Kathryn Bolt
District President
Canada/Upstate New York/Michigan
Robert Half International Inc.
Judges Panel
Kathryn Bolt is a District President for Robert Half International (RHI) and is responsible for the daily operations of
more than 30 company offices located across Canada, Upstate New York and Michigan.
Kathryn began her career with RHI in September 1994 and has since expanded the firm’s operations ten-fold.
Under Kathryn's direction, RHI has achieved great success in establishing itself as a leading provider of highly
skilled professionals. She is thoroughly familiar with the specialized skills that are currently in demand and is an
expert in the employment trends within the accounting and finance, administrative, creative, technology and legal
sectors.
In addition, Kathryn is an articulate presenter whose perspectives on workplace issues are often featured at
professional association meetings and special events.
Prior to joining recruitment and staffing professional services, Kathryn was a national trainer with a leading
cosmetics company and holds a Bachelor of Arts degree in English and French.
Dan Coholan
Managing Director, Global Investment Banking
Head, Communications, Media and Technology Group (Canada)
RBC Capital Markets
Dan Coholan is Head of RBC Capital Markets’ Communications, Media and Technology Investment Banking
practice in Canada. Mr. Coholan is responsible for managing many of the firm’s relationships with established
industry leading and emerging high growth companies in the communications, media and technology sectors.
Mr. Coholan joined RBC Capital Markets in 1987, and until 1993 was a member of the firm’s Mergers and
Acquisitions department working on many of the firm’s merger, acquisition, divestiture and valuation assignments
in the communications and technology sectors. During this time, Mr. Coholan spent a term in Tokyo where he
worked on the firm’s mergers & acquisition assignments in Japan.
Mr. Coholan is on the Board of Directors of American Learning Solutions and previously was Chair of the Ontario
District Council of the Investment Dealers Association of Canada, a past member of its National Advisory Council,
past Chair of the Board of the Young Peoples Theatre in Toronto and past member of the Board of Governors of
Trent University.
Dan holds an MBA from the University of Western Ontario

Shirley Dawe
President
Shirley Dawe Associates Inc.
Shirley Dawe has more than three decades of business experience as a senior executive, consultant and
corporate director to leading retailers and marketers of branded consumer goods. Shirley rose to the position of
National General Manager of The Hudson’s Bay Company, responsible for the marketing, merchandising and
procurement for the six Soft Goods divisions across Canada.
In 1986 she went on to build a retail management consulting practice, Shirley Dawe Associates Inc., and since
then she has served on the boards of twelve ‘for-profit’ companies and seven ‘not-for-profit’ boards.
Currently, Shirley serves on the board of three public companies:
National Bank of Canada, Montreal, (TSX) member of the Committees of HR, Corporate Governance and
Succession Planning.
Birks & Mayors Inc., Montreal (AMEX) – Chair of Corporate Governance and former Chair of the HR Committee.
The Bon-Ton Stores, Inc., Pennsylvania, (NASDAQ); Chair of the HR Committee.
Some of her former Corporate Board appointments include:
Oshkosh B'Gosh Inc., Wisconsin - NASDAQ; Moore Corporation Ltd., (now RRDonnelley & Sons) TSX and
NYSE
Silcorp Ltd., TSX ; Dominion Textile Inc. TSX ; Gilmore Brothers Inc., Michigan, private; Loeb Inc. 1992-93;
Bargain Harold's, 1991; C B Pak Inc., TSX; General Foods Canada Inc., 1986-89;
She has also been on the advisory boards of numerous not-for-profit organizations, including:
Ontario Development Corporation; C. D. Howe Institute Policy Action Committee;
Mount St. Vincent University, Business School; Ryerson Polytechnic University, School of Fashion
Matinee Ltd. Fashion Foundation; The Fashion Group International, Toronto Chapter; International Women’s
Forum of Canada
Born and raised in Vancouver, Shirley Dawe studied Economics at the University of British Columbia and at
McGill University in Montreal.
David Folk
Co-founder and Managing General Partner
Jefferson Partners
David is a passionate dealmaker and company builder with over two decades investment experience. As
Managing General Partner of Jefferson Partners, he is responsible for all of Jefferson’s investment activities.
Jefferson currently manages Jefferson Funds II, III and IV with combined committed capital of approximately $250
million.
David has served on the boards of numerous private and public companies and has been instrumental to the
success of Jefferson’s portfolio companies including Quack.com (acquired by AOL), iStar (IPO, acquired by
PSINET), Wescam (IPO, acquired by L-3 Communications (NYSE: LLL)), and Applied Terravision (acquired by
CGI). David currently serves on the board of directors of TrueContext Corp.; Avotus Corporation; BorderWare
Technologies Inc. and Natural Convergence Inc.
Passionate about social change, David co-founded, and is Chair of eMagine, a national philanthropic initiative that
aims to raise $1 billion in commitments from the entrepreneurial and investment community over the next decade.
David is a Director and Co-Chair of the Membership Committee of the Canadian Venture Capital Association, and
is a member of Young President's Organization (YPO) and of the Ontario Task Force on Competitiveness,
Prosperity and Innovation.

John Macdonald
President & CEO
The Consumers’ Water Heater Income Fund
John Macdonald recently joined The Consumers’ Water Heater Income Fund as President & CEO.
Mr. Macdonald is the former President and CEO of Hydro One Telecom where he grew the company from a
concept to the largest utility-based telecom company in Canada. Prior to Hydro, John was President of ShareTel
and held Senior Marketing positions at AT&T Canada and Nortel.
John is a Registered Professional Engineer with a B.A.Sc. in Electrical Engineering from the University of
Toronto.
The Consumers’ Water Heater Income Fund (TSX:CWI.UN) is engaged in the water heater rental business with
over 1.3 million natural gas-fired water heaters, rented primarily to residential customers in Ontario. The Fund has
about 50% of Ontario’s residential market with most of its business in the Greater Toronto Area. The Fund’s
objective is to generate a stable and growing cash flow stream, which will in turn be reflected in stable and
growing unit holder cash distributions.
John Vivash
President
Tesseract Financial Inc.
John Vivash has over fifty years experience in the Canadian securities and investment industries, including
positions as President & CEO of Manulife Securities International Inc; President, CEO, and Chairman of CIBC
Securities Inc., and President & CEO of Fidelity Investments Canada Limited.
Mr. Vivash is currently a Director of State Street Trust Company Canada and Institute for Intellectual Capital
Research, and chairs the Governance Committees at all of : Draxis Health Inc., Sierra Systems Group, and
Cangene Corporation.
His past directorships have included:
Canadian Real Estate Investment Trust (Trustee)
Financial Models Inc. (Chairman)
International Hospitality (Chairman)
M.D. Funds Management Inc.
Maxx Petroleum Inc.
Merfin International Inc.
Unihost Corporation (Chair, Governance Committee)
He began his career at Ross, Knowles & Co. in administration and trading, and progressed through more
responsible positions in marketing and product management at T.A. Richardson and Co. and Midland Doherty,
and gained particular expertise in options marketing and trading. He has been a guest lecturer at the Business
Schools of University of Alberta, University of Toronto, and University of Western Ontario, and taught more than
500 seminars in various investment subjects in Canada, USA, and Europe.
John has also served the Canadian business community as a member of the Board of Governors of the
Investment Funds Institute of Canada, and on the Ontario Securities Commission Working Committee to
recommend changes to the Canadian Mutual Fund Industry. He has also been a Director for the Sunnybrook
Hospital Foundation and the University of Toronto, Faculty of Medicine Dean’s Advisory Group.

Final Competition:
Graeme Booth
Partner
KPMG LLP
Graeme Booth leads KPMG’s Risk and Resilience practice in Toronto which focuses broadly on governance, risk
and control and incorporates internal and IT auditing, regulatory compliance, financial and treasury risk
management, internal controls, governance and information risk management.
In addition to his Risk & Resilience responsibilities, Mr. Booth is also the Lead Partner for the KPMG Information
Risk Management (IRM) practice in Canada and is the Global Product Lead for the Firm’s IS Governance product
offerings. He has extensive experience across a variety of industries including Financial Services, Technology,
and Manufacturing.
Mr. Booth is a Certified Management Accountant and a Graduate of the Graduate Management Programme,
Ashridge Management School, London England.
John Chippindale
President
Integro (Canada) Ltd.
As President of Integro (Canada), John Chippindale directs business strategy and resources and cultivates
executive level relationships with clients and prospects.
Over 25 years in the insurance brokerage business, John has been an active leader in driving innovation and
engineering change in the Insurance sector. This involvement has encompassed domestic and international client
service, as well as global strategy and product development in both the Commercial and Employee Benefit
insurance segments.
Prior to becoming a founding Managing Principal of Integro Insurance Brokers in May 2005, John devoted 24
years with Marsh & McLennan where he was appointed President & CEO of Marsh Canada Ltd. in 2000, followed
by Global CEO for the Consumer & Commercial Business in 2003.
John graduated from Bishop’s University in Lennoxville, Quebec with a Bachelor of Business Administration,
majoring in Finance. Thereafter, he became an Associate of the Insurance Institute of Canada (A.I.I.C.) and
achieved the Canadian Risk Management (CRM) diploma.
He is a frequent public speaker on such topics as Enterprise Risk Management, Corporate Governance and
Global Market Conditions, and serves as Chair, Board of Governors, Junior Achievement of Central Ontario, and
a member of National Economic Policy Group.
Bruce Simpson
Managing Partner, Canada, and Director
McKinsey & Company
Bruce Simpson became Managing Partner of the Canadian practice in July 2000. Previously, he worked in the
Paris office for 13 years, assisting clients in multiple sectors on change management, and operations issues.
Before that, he spent a year in the New York office on various engagements for consumer goods clients. He is a
core member of McKinsey’s worldwide Operations practice. He has particular expertise in change management
and continuous improvement – what it takes to build ongoing continuous improvement into the organizations of
clients. Bruce has co-led McKinsey’s extensive research on these issues for 10 years and helped multiple teams
across the world on these topics. He was also a co-leader of the European Manufacturing practice.
Bruce, a Scot, was born and grew up in Glasgow, where he attended Jordanhill College School. His father was
Professor of Pathology at Glasgow Royal Infirmary and his mother, an author, is a D.L. for the city. Bruce
completed an International Baccalaureate at the International School of Geneva and then read Law at Cambridge

University, graduating with both a BA and an MA degree. He then worked as coach of the English Alpine Ski
Team for 2 years before going to Wharton Business School. Bruce graduated in 1986 with both an MBA
specializing in finance and an MA in International Studies from the Lauder Institute. He was a Thouron Fellow at
Wharton. Bruce worked in product management at Procter and Gamble in Geneva Switzerland prior to joining
McKinsey in 1987.
Nigel Stokes
Chairman, CEO & President
DataMirror Corporation
Nigel Stokes guides DataMirror's strategic vision and direction. Under Nigel's leadership, DataMirror was named
to the Deloitte & Touche Fast 500, and he won Emerging Entrepreneur of the year from Ernst & Young. Nigel has
25 years of IT experience with a variety of companies and industries.
Nigel co-founded DataMirror in 1993 to produce Intelligent Data Replication software for enterprise applications.
He is an early innovator in Data-Warehousing, ETL and Data Replication. He has designed and architected ETL,
Data Replication and Data Warehousing products for industry, since 1990. As a thought leader in the software
market, he defined innovative concepts around Active Data Warehousing, Data Transformation and Intelligent
Data Replication. Under his direction, DataMirror went public in 1996 (TSX: DMC), completed strategic
acquisitions, and in 1998 was the seed investor in the PointBase Java database.
Nigel was formerly Co-Founder and President of Nidak, Managing Director of SHL Systemhouse, and a Principal
at Woods Gordon (now Ernst & Young). Nidak, which was purchased by SHL Systemhouse, specialized in the
development of custom business applications, relational databases and data warehouses for corporate clients.
Nidak ranked as the eleventh fastest growing company in Canada and won two Canada Awards for Business
Excellence.
As an Executive and Consultant, he has delivered sophisticated software projects for financial institutions,
manufacturing, retail, healthcare and other industries.
Nigel holds an M.B.A. from the University of Toronto, an M.A.Sc., System Design Engineering from Waterloo
University, and a B.Sc. from Queen’s University, and is a Certified Management Consultant (CMC).
Mark Usher
Partner
Wellington Financial LP
Mark Usher is a Partner in Wellington Financial LP, a Toronto based, privately-held, bridge finance & venture debt
fund.
Prior to joining Wellington Financial in mid-2006 Mr. Usher gained 16 years of finance experience, primarily as
Royal Bank’s Vice-President responsible for Knowledge Based Industries practice for Ontario.
Mark's career began in 1988 at Royal Bank. He joined RBC's Commercial Banking Group in 1993, where his
roles included marketing and strategy in the Bank’s head office, and as a Senior Account Manager. Mark was
recruited by Cisco Systems in 2000 to join the Cisco Capital structured finance team in Toronto, where he
financed the sales of Cisco equipment and services to customers in Canada and the US Eastern Seaboard using
a combination of debt and equity structures. Mark returned to Royal Bank in 2001 to lead the bank’s Information
Technology Banking team in the Greater Toronto Area.
Mark holds an MBA from Queen’s University School of Business, and is a Director of York Technology
Association and the Toronto Venture Group.

Mark Wiseman
Senior Vice President - Private Investments
CPP Investment Board
Mark Wiseman directs the team managing the private investment activities of the CPP Investment Board. The
CPP Investment Board invests the $100 billion CPP reserve fund to help secure future pensions of 16 million
Canadians. Today, the Private Investments Division of the CPP Investment Board has over $15 billion in
commitments to private equity and infrastructure investments.
Prior to joining the CPP Investment Board in June 2005, Mr. Wiseman was responsible for the private equity fund
and co-investment program at the Ontario Teachers’ Pension Plan. Previously, Mr. Wiseman was an officer with
Harrowston Inc., a publicly traded Canadian merchant bank and a lawyer with Sullivan and Cromwell, practicing in
New York and Paris. He also served as a law clerk to Madam Justice Beverley McLachlin at the Supreme Court
of Canada.
In addition to his activities at the CPP Investment Board, Mr. Wiseman is Chairman of the Institutional Limited
Partners Association, a non-profit organization committed to serving limited partner investors in the global private
equity industry. The ILPA’s 170 members comprise the leading corporate and public pension plans, endowments
and foundations, insurance companies and other institutional investors in private equity.
Mr. Wiseman is also the Chairman of Youth Without Shelter, an emergency shelter for homeless youth in Toronto
and a member of the Business Development Committee of Mount Sinai Hospital in Toronto.
Mr. Wiseman holds a BA from Queen’s University and a law degree and MBA from the University of Toronto. He
was also a Fulbright Scholar at Yale University where he obtained a masters degree in law.