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.

EDUCATION
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.

PROFESSIONAL EXPERIENCE
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.

RESEARCH
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.

STUDY ABROAD
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