I have been teaching finance and economics at the university level full time since 1991. And to a wide variety of students: traditional age, residential students; non-traditional working adults; MBA students; executive education students; Japanese students in two-year junior colleges.

I have an MBA in applied economics and finance from the William E. Simon Business School at the University of Rochester. My undergraduate degrees include a BA in journalism and a BA in criminal justice, both from Indiana University in Bloomington.

My professional experience includes early work in advertising copywriting with Sears, Roebuck & Co. and competitive analysis with Whirlpool Corporation. Later I helped compile market research and establish strategic planning for a start-up called Light Signatures in Los Angeles.

For a couple of years, I conducted research, managed data, and edited a newsletter for a investment timing venture at Bateman Eichler, Hill Richards, a brokerage firm in Los Angeles. After that, I began to teach full time in Los Angeles, then Japan, then Saint Joseph’s College in Rensselaer, Indiana.

I entered the IU system in 2009 as a Senior Lecturer in Finance at Indiana University Purdue University Columbus (IUPUC), where I taught financial management, investments, and corporate finance. I team-taught the IUPUC equivalent of I-Core, and I was also an interim head of the Division of Business and then MBA Director. In the fall 2013, I moved to Bloomington to become Senior Lecturer in Finance at the Kelley School of Business.

My research leanings include the application of Austrian economics to investment valuations and decision making. A current research project consists of determining what matters most for local economic development in small cities for growth in income, jobs, and GDP.

KSB sophomores in F272 - Doing Business in Hong Kong during the May 2015 study tour. Big Buddha in the background welcomes visitors to the Po Lin Monastery on Lantau Island.

KSB sophomores in F272 – Doing Business in Hong Kong during the May 2016 study tour. The gate in the background is the entrance to Temple Street Night Market.

In addition to the finance-econ things, I have some experience organizing and leading short study abroad trips. While in Japan, I led a group of students for an extended stay in London. At Saint Joseph’s College I organized and led trips to Europe which included Paris, Florence, and Rome. And while at IUPUC I organized and led the first overseas trip for business students, this time to Hong Kong in May 2013.

In May 2015 and 2016, I had a terrific time teaching Kelley sophomores in F272 and leading them around Hong Kong for seven days as part of one of the global business immersion courses, BUS-X272.

Best way to contact me: mjoakes@indiana.edu