Undergraduate Student Speaker Anderson Piercey, who is earning his bachelor’s in management, will address the class of 2023 on Saturday at Undergraduate Commencement.
The Sam Tidwell Outstanding Students in Business awards are presented annually to College of Business undergraduates who embody a dedication to academic, leadership, and extracurricular involvement within the Michigan Tech community. Congratulations to our 2023 recipients:
By: Kim Geiger
Jada Hamar, Luke Helsel and Jaharee Weah, all students in Michigan Tech’s Applied Portfolio Management Program, will share their knowledge on Husky Bites, a free, interactive Zoom webinar on Monday, 3/13 at 6 pm ET. Learn something new in just 30 minutes or so, with time after for Q&A! Get the full scoop and register at mtu.edu/huskybites.
Master the stock market, but make it Tech.
What are you doing for supper this Monday 3/13 at 6 p.m. ET? Grab a bite with Janet Callahan, College of Engineering dean, and Jada Hamar, Luke Helsel, and Jaharee—students in Michigan Tech’s Applied Portfolio Management Program (APMP). Joining in will be Dean Johnson, dean of the College of Business at Michigan Tech. Dr. Johnson founded and directs the program.
Just how do Michigan Tech business students consistently win national competitions investing $2 million real money? We’ll find out during Husky Bites—from the students themselves.
Each year, Michigan Tech students are selected to lead APMP for one calendar year, managing real money in US stock and bond markets. Students are chosen based on demonstrated aptitude and leadership skills in the area of finance, accounting, and financial economic theory.
In the 25 years since APMP’s founding, teams of Huskies have grown the portfolio into one of the top 50 undergraduate funds in the nation. Students in the program have opened the Nasdaq Stock Exchange and become regulars on CNBC. And although APMP is a for-credit class, the intensive experience often becomes much more of a commitment—and reward.
Luke Helsel, who is earning his bachelor’s degree in finance at Michigan Tech, would like to enter into the asset management industry upon graduation, eventually working his way into private equity or hedge fund management.
“The best part of APMP is that the program exposes students to a high end of financial and statistical topics,” Helsel says. “In addition to this, there is a large focus on applying the topics and ideas learned in APMP, rather than simply memorizing them.”
The most challenging part, and the most rewarding? “It’s the pressure of managing real money,” he adds. “In other programs, the trades are done ‘on paper’ and not executed in the real markets. The APMP provides a really unique opportunity to be able to manage actual dollars, because you get an emotional reaction from making or losing money. Managing this reaction and staying rational is one of the keys to good portfolio management. I’m very grateful to have learned this in college.”
During Husky Bites, Luke, Jada, and Jaharee promise to share their strategies. Dr. Johnson will join the session largely to serve as a co-host.
As a PhD student in 1996, Dr. Johnson interviewed for his first faculty position at Michigan Tech with a very clear vision. “Right away, I intended to establish a portfolio management program for students.” Back then, giving college students a large sum of real money to manage in financial markets was a particularly novel—and perhaps risky—idea, and Michigan Tech was just the place. And there were alumni, donors, and Michigan Tech Fund board members helping along the way. Dr. Johnson became dean in 2016.
Luke, How did you first get into your chosen major/field? What sparked your interest?
I began as a general business student with a focus on entrepreneurship at Tech in 2020. Soon I changed my major to finance because I really enjoyed the material covered in classes. I’ve chosen to pursue investment finance because the work always changes; one day is always different from the next. In addition, investment finance is sort of like finding treasure, which I really enjoy.
Family and hometown?
I was born and raised on a Christmas tree farm in Bellaire, Michigan.
What do you like to do in your spare time?
I love skiing in the winter and hiking in the summer. Lifting weights and reading are some of my year-round hobbies. I’m also a brother of the Lambda Chi Alpha fraternity on campus.
Jada, how did you first get into your field? What sparked your interest?
My dad attended Michigan Tech for finance. He’s a local banker. I didn’t initially want to follow in his footsteps until I took my first business class. I quickly realized that finance was the route I wanted to take. I enjoyed the challenge of the classes, and the number of career paths available with a finance degree was really exciting. I graduated from Michigan Tech with a BS in finance this past December. I accepted a position at Ameriprise Financial in Houghton.
Hometown, family? What do you like to do in your spare time?
I feel lucky to have grown up in this area and be able to continue my education here, too. I am the oldest of six kids, with two younger brothers and three younger sisters. I enjoy time outdoors with my husband and our two dogs—skiing in the winter, and fishing in the summer. We have a five-year-old Goldendoodle, Arlo, and Indy, a seven-month-old yellow lab.
Dr. Johnson, how did you first get into your field? What sparked your interest?
I was fascinated by stock prices at a very young age. The flow of capital to fund firms providing the goods and services most in-demand by society is the key to improving the standard of living for all.
Hometown, family, hobbies?
I live here in Houghton, Michigan. I’m married with three children. I enjoy the outdoors and sports in my spare time.
About the College of Business
The Michigan Tech College of Business offers undergraduate majors in accounting, business analytics, construction management, economics, engineering management, finance, management, management information systems, and marketing, as well as a general business option. Graduate degrees include the TechMBA®, a Master of Engineering Management, a Master of Science in Accounting, and a Master of Science in Applied Natural Resource Economics.
By: Kim Geiger
Dean Johnson will share his knowledge on Husky Bites, a free, interactive Zoom webinar Monday, February 27 at 6 p.m. ET. Learn something new in just 30 minutes or so, with time after for Q&A! Get the full scoop and register at mtu.edu/huskybites.
What are you doing for supper this Monday, February 27 at 6 p.m. ET? Grab a bite with Dean Johnson, dean of the College of Business at Michigan Tech. Joining in will be recent graduates Jada Hamar and Kasey Kangas, plus current student Jaharee Weah—all three took part in the Applied Portfolio Management Program (APMP), directed by Dr. Johnson.
In the 20-plus years since APMP’s founding, teams of Huskies have grown the portfolio into one of the top 50 undergraduate funds in the nation. Students in the program have opened the Nasdaq Stock Exchange and become regulars on CNBC. And although APMP is a for-credit class, the intensive experience often becomes much more of a commitment—and reward.
During Husky Bites, Dr. Johnson also promises to share their secret recipe of 25 years—the one that’s been guiding these Michigan Tech students as they manage real money.
“In addition, we’ll consider paradigms, paradoxes, performance, and persistence, while exploring the history of investment theory and practice from the 1920s to the 2020s,” he says.
As a PhD student, Johnson interviewed for his first faculty position at Michigan Tech with a very clear vision. “Right away, I intended to establish a portfolio management program for students,” says Johnson, who was hired on as faculty in 1996 in Michigan Tech’s School of Business. He became dean in 2016.
Back in 1996, giving college students a large sum of real money to manage in financial markets was a particularly novel—and perhaps risky—idea, and Michigan Tech was just the place. And there were alumni, donors and Michigan Tech Fund board members helping along the way.
In 2019, Michigan Tech’s School of Business became its College of Business. “We offer a broad range of degrees, including four graduate degrees,” notes Johnson. “Our program has been accredited for nearly two decades,” he said. “College imparts the prestige indicative of our history, value and offerings—from our top faculty and technology-infused business core, to our esteemed alumni network.”
“Michigan Tech is an exceptional STEM university that provides us with a unique ability to bridge business and technology.”
Each year, a new group of Michigan Tech students is selected to lead APMP for one calendar year, managing more than $2 million in real money in US stock and bond markets. Students are chosen for the program based on their demonstrated aptitude and leadership skills in the area of finance, accounting, and financial economic theory.
Jada, Kasey, and Jaharee not only took part in the APMP together, but were also in many of the same finance classes together at Tech.
Dr. Johnson, how did you first get into your field? What sparked your interest?
I was fascinated by stock prices at a very young age. The flow of capital to fund firms providing the goods and services most in-demand by society is the key to improving the standard of living for all.
Hometown, family, hobbies?
I live here in Houghton, Michigan. I’m married with three children. I enjoy the outdoors and sports in my spare time.
Jada, how did you first get into your field? What sparked your interest?
My dad attended Michigan Tech for finance. He’s a local banker. I didn’t initially want to follow in his footsteps until I took my first business class. I quickly realized that finance was the route I wanted to take. I enjoyed the challenge of the classes, and the number of career paths available with a finance degree was really exciting. I graduated from Michigan Tech with a BS in finance this past December. I accepted a position at Ameriprise Financial in Houghton.
Hometown, family? What do you like to do in your spare time?
I feel lucky to have grown up in this area and be able to continue my education here, too. I am the oldest of six kids, with two younger brothers and three younger sisters. I enjoy time outdoors with my husband and our two dogs—skiing in the winter, and fishing in the summer. We have a five-year-old Goldendoodle, Arlo, and Indy, a seven-month-old yellow lab.
Kasey, how did you first get interested in business?
I took a business introduction class in high school and thought it was fun. My teacher recommended I take her accounting class, so I did—and I loved it! Now I’m an accountant at Aspirus Keweenaw Hospital.
Hometown, family?
I grew up in Calumet, Michigan. I have five brothers and five sisters.
Any hobbies?
I love hiking, camping, fishing, cooking, baking, reading, and playing guitar.
About the College of Business
The Michigan Tech College of Business offers undergraduate majors in accounting, business analytics, construction management, economics, engineering management, finance, management, management information systems, and marketing, as well as a general business option. Graduate degrees include the TechMBA®, a Master of Engineering Management, a Master of Science in Accounting, and a Master of Science in Applied Natural Resource Economics.
Back in 2018, the summer before my senior year of high school, I began looking at colleges. I remember getting an email from a strange place called Michigan Technological University. My dad informed me that “MTU” was an excellent university, and we decided to come for a campus visit. Little did I know that when we made the 534-mile trek up to the Keweenaw Peninsula, Michigan Tech would become my home for the next four years.
I’m really proud of my path in college—I began as an overwhelmed first-year student far from friends and family, and grew into a person who welcomes challenges and changes. I attribute this success to my willingness to try new things and numerous leadership positions on campus.
“I grew into a person who welcomes challenges and changes.”
My Leadership Experiences
Some of the leadership positions I have held as a Michigan Tech student include: treasurer of the American Marketing Association; Young Women Leaders Program mentor; Orientation Team Leader; College of Business teaching assistant; house manager and overall Winter Carnival chair for Delta Zeta sorority; and Women’s Rugby Club public relations chair, president, and captain.
I am grateful to attend a university that provides students with so many opportunities to be involved, stand out, and lead. Michigan Tech’s size is perfect—you will never feel as if you blend into the crowd, and the different ways and possibilities to develop into a leader on campus are endless.
“Michigan Tech’s size is perfect—you will never feel as if you blend into the crowd.”
If you don’t know how to get started on a path to leadership, my advice is to start making connections:
- Say hi to people in your classes.
- Meet with your professors during their office hours.
- Attend free campus events.
- Go to K-Day in the fall.
- Join student organizations (before holding a leadership position in a student org, you must first become a member).
Also, nobody becomes a leader on their own. It happens as a result of learning from mentors and being built up by those around you. I am fortunate to have had so many people on campus assist me in my path to leadership, including Michigan Tech Marketing Professor Jun Min. From my first time meeting him, he instilled passion in me, made it known that he believed in me, and was always there for advice and mentorship. Every student within the College of Business is lucky to have professors who go above and beyond their job description. They truly care about their students’ leadership development.
Leadership Lessons
Michigan Tech Women’s Rugby Club gathers for a team photo after conference playoffs.
My involvement has taught me so many lessons and developed me into a strong leader. The Women’s Rugby Club is one student organization that I have been a part of since my first semester here at Tech, and I credit it with developing me into an all-around better person.
In life, I think it’s extremely important to find something you are passionate about. It is much easier to develop into a leader when you have a strong passion for the subject at hand. In college, my passion has become rugby. When I first became a captain for my team, I struggled to speak up and feel like my voice mattered. Despite facing adversity, I kept learning. Over time, my confidence grew and I learned how to be a strong leader. To me, leadership will always be done by learning, empowering others, and building them up. I am so proud to say that in my last game as a captain, we took home some hardware (for the first time) by placing fourth in the conference playoffs in Oshkosh, Wisconsin! Michigan Tech and the College of Business have helped to foster these leadership experiences. As I look forward to graduation in April, I am thankful that I can take all of my leadership lessons with me into my career and personal life.
About the College of Business
The Michigan Tech College of Business offers undergraduate majors in accounting, business analytics, construction management, economics, engineering management, finance, management, management information systems, and marketing, as well as a general business option. Graduate degrees include the TechMBA®, a Master of Engineering Management, a Master of Science in Accounting, and a Master of Science in Applied Natural Resource Economics.