The Royal Crescent in Bath, its curved Georgian terrace against a clear blue sky
Applications close 10 Oct

Bath’s ExclusiveFinance Society.

Bath’s selective investment society since 2010. Every applicant pitches, and 500+ alumni have gone before you.

Apply Now Meet the Committee

Coming Up

Date
Time
Venue

Where SOBIC members have gone

  • Goldman Sachs
  • J.P. Morgan
  • Evercore
  • Morgan Stanley
  • Barclays
  • UBS
  • RBC
  • HSBC
  • Schroders
  • Lazard
  • BlackRock
  • Citi
  • Bank of America
  • Deutsche Bank
  • BNP Paribas
  • Macquarie
  • PIMCO
  • Man Group
  • Wellington Management
  • Janus Henderson
  • DWS
  • Raymond James
  • AKO Capital

Across sales and trading, M&A, debt and equity capital markets, private equity, hedge funds, venture capital, consultancy and accounting.

Small on Purpose.

SOBIC is a private investment and finance society at the University of Bath. Every member is interviewed before joining and the membership is kept small, so everyone is known, gets mentored and stands up to pitch.

For 16 years the aim has been to teach the finance a degree doesn’t cover, and to put Bath students in front of the people already doing the job.

2010Founded at the University of Bath
500+Former members in the alumni network
75Members in 2026/27
A full lecture theatre at a SOBIC speaker session
Black and white photo of a SOBIC stock pitch, with a slide titled Double Down?
500+ alumni
A SOBIC speaker session, and a stock pitch from the archive.

What Members Do

A team in suits presenting a stock pitch on stage

Competitions

The yearly SOBIC stock pitch. Every December, portfolio managers lead teams of analysts through a full pitch, then present it to the committee and the club and defend it under questioning. In December 2025, seven teams competed.

When they come up, members also enter outside competitions: M&A pitches, inter-university stock pitches like Bath vs Bristol, and pitches run by firms that open doors, like the Barings Inter-University Stock Pitch.

  • Research
  • Financial model
  • Pitch deck
  • Q&A

2025/26, On the Record

  1. 21 Oct 2025, Sub 13

    Welcome Social

    The year opened with drinks at Sub 13.

  2. 29 Oct 2025

    Spring Week and Placement Panel

    A panel on landing spring weeks and placements.

  3. 11 Nov 2025

    Jack White, Anker Capital Management

    An evening talk with Jack White of Anker Capital Management.

  4. 19 Nov 2025

    Credit Modelling with Anirjit Roy

    A hands-on workshop from SOBIC’s private credit portfolio manager.

  5. 20 Nov 2025

    AmplifyMe Simulation

    SOBIC led and coordinated a flagship AmplifyMe simulation for 300 students, with other finance societies.

  6. 4 Dec 2025, The Cork

    Christmas Social

    End-of-term drinks at The Cork.

  7. Competition

    10 Dec 2025, University of Bath

    The Yearly SOBIC Stock Pitch

    Seven teams, named after market names from Marks and Dalio to Buffett and Burry, pitched to the committee across a three-hour afternoon.

  8. 3 Feb 2026

    Aubrey Hayward and the Welcome Back Social

    Semester 2 opened with a talk from Aubrey Hayward, then the welcome back social.

  9. 9 Feb 2026

    Gareth Mok, DWS Group

    A talk on investor relations at DWS Group.

  10. 16 Feb 2026

    Schroders Women’s Networking Session

    A networking session with Schroders.

  11. 25 Feb 2026

    Investing 101 with eToro and Social Profit

    Funded accounts given away live, ahead of the SOBIC trading competition.

  12. Feb 2026

    Commodities with Owen Brown

    Former Mitsui Bussan and J.P. Morgan sales and trading intern.

  13. Competition

    3 Mar 2026, Barings, London

    Barings Inter-University Stock Pitch

    SOBIC represented Bath. Of more than 50 entries, 5 finalists reached the final at Barings’ London office, including SOBIC’s Kelly Lam.

  14. 12 Mar 2026

    Interest Rates with Manas Sadasivuni

    Former research intern at ING and Morgan Stanley, and SOBIC co-chair at the time.

  15. 17 Mar 2026

    Spring Week Conversion Panel

    Haneeka Thandi and Jade Wood on turning a spring week into a summer internship.

  16. Competition

    19 Mar 2026, University of Bath

    The First Bath vs Bristol Stock Pitch

    Bristol Investment Fund’s top 3 teams came to Bath to pitch long-only ideas against SOBIC teams: 10 minutes to pitch, then 10 minutes of questions from a panel of former industry professionals.

  17. 25 Mar 2026

    Equity Research with Ben Sutton

    SOBIC alumnus and AKO Capital equity analyst, speaking in a personal capacity.

  18. Semester 2

    eToro Trading Competition

    Members traded funded accounts, with cash prizes for the highest returns.

  19. 27 Apr 2026

    End-of-Year Social

    The final social of 2025/26.

  20. 8 Jul 2026

    Goldman Sachs Asset Management

    A virtual careers session with the External Investing Group’s private equity, hedge fund and long-only teams.

How to Join

Any University of Bath student can apply, on any course. You don’t need finance experience, but you do need to show you’ve done the reading.

  1. Form

    Apply online with your CV and a short note on why you want to join.

  2. Interview

    An online interview with a committee member, where you present an asset pitch of your choice.

  3. Offer

    Applications close on 10 October and are reviewed as they come in. Membership is £30 once you’re offered a place.

Apply Now The form needs a Google account.

Indicative Terms

Eligibility
Any University of Bath student
Experience
None required
Intake
Semester 1
Deadline
10 October 2026 Closing soon
Fee
£30 on acceptance
Unsuccessful
Reapply at a later intake
Portfolio managers
Appointed internally or recruited directly, usually in final year

Meet the 2026/27 Committee

Tap a card to see what each of them has done.

  • Portrait of Jade Wood Jade Wood Chair 3rd Year Economics Experience
  • Portrait of Luka Cooke Luka Cooke Vice Chair 3rd Year Computer Science & AI Experience
  • Portrait of Alessio Castagnacci Alessio Castagnacci Head of Outreach & Partnerships 3rd Year Mathematics, Statistics and Data Science Experience
  • Portrait of Mohamed Hemani Mohamed Hemani Treasurer 2nd Year Accounting and Finance Experience
  • Portrait of Ainesh Jamuar Ainesh Jamuar Head of PR 2nd Year Economics Experience
  • Portrait of Kelly Lam Kelly Lam COO 2nd Year Economics Experience
  • Portrait of Harry Ashdown Harry Ashdown Head of Research 4th Year Economics Experience

Partner with SOBIC

Partners host events with SOBIC, share exclusive content with members, and get to know a small, interviewed group of Bath students.

  • A strong calibre of students: every member is interviewed and pitches an asset before they join.
  • A committee with real time in industry, across banking and markets.
  • Experience running events, from speaker sessions and technical workshops to stock pitch competitions and socials.
  • A 500+ alumni network across banking, markets and investing.
  • A small membership, so your team gets real time with every student in the room.

Partnerships email coosobic@gmail.com

Message SOBIC on LinkedIn