Conference Agenda
Overview and details of the sessions of this conference. Please select a date or location to show only sessions at that day or location. Please select a single session for detailed view (with abstracts and downloads if available).
Please note that all times are shown in the time zone of the conference. The current conference time is: 25th Aug 2026, 10:10:30pm PDT
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Daily Overview |
| Date: Friday, 13/Mar/2026 | |||||
| 7:30am - 5:00pm | Registration Location: Pacific Foyer - 2nd Floor | ||||
| 7:45am - 5:00pm | Exhibitors Location: 2nd Floor | ||||
| 8:00am - 9:45am | Doctoral Symposium - Shock Transmission Location: Adriatic Session Chair: Andres Almazan, University of Texas at Austin | ||||
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Monetary Transmission in Equity Markets: Evidence from Financial Intermediaries Yale University
Private Fund Capital Calls, Investor Portfolios, and Spillovers University of Southern California
Local Government Fiscal Policy and Bond Valuation Indiana University
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| 8:00am - 9:45am | Policy Risk and Asset Prices Location: Aegean Session Chair: Alessandro Melone, Ohio State University | ||||
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Canaries in the Coal Mine: Firm Response to Biodiversity Transition Risk University of Texas at Austin
Uncertainty, Stock Prices, and Debt Structure 1: Federal Reserve Bank of Dallas; 2: Santa Clara University
Dirty Business: Transition Risk of Factor Portfolios 1: Northwestern University; 2: HEC Montréal; 3: University of Alberta
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| 8:00am - 9:45am | Funds and Corporate Governance Location: Baltic Session Chair: Irene Yi, University of Toronto | ||||
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All Shareholder Votes Are Not Created Equal 1: University of Utah; 2: Northeastern University
Fund Proliferation, Decentralization, and Shareholder Power 1: Boston College; 2: University of Toronto
Control Rights or Wrongs? Active versus Index Governance 1: University of Pennsylvania; 2: University of Georgia; 3: McGill University
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| 8:00am - 9:45am | Cost of Credit: Transmission Mechanisms Location: Bering Session Chair: Camelia Minoiu, Federal Reserve Bank of Atlanta | ||||
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The Transmission of Corporate Tax Cuts to Consumer Loans: Evidence from the TCJA 1: University of Chicago; 2: Stanford University; 3: Erasmus University
The Response of Debtors to Rate Changes 1: Nova School of Business and Economics; 2: Ecole Polytechnique Federale de Lausanne (EPFL); 3: Goethe University Frankfurt; 4: Purdue University
When Banks Fail: Depositor Attention and the Cost of Funding for Survivors 1: Emory University; 2: Boston College
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| 8:00am - 9:45am | Corporate Financing and Hedging Location: Caribbean Session Chair: Fotis Grigoris, University of Iowa | ||||
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Public Debt and Private Investment: The Role of Firm Leverage 1: Georgia Institute of Technology; 2: University of Iowa; 3: University of Notre Dame
Financing and the Green Paradox 1: Boston College; 2: Indiana University; 3: Technical University of Denmark
The Economics of Financial and Operational Hedging: Insights from U.S. Power Plants 1: Stockholm School of Economics; 2: Shanghai Advanced Institute of Finance
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| 8:00am - 9:45am | Networks, Knowledge, and M&A Outcomes Location: Caspian Session Chair: Liu Yang, University of Maryland | ||||
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Try Before You Buy: Measuring Innovation Synergy Using Textual Analysis Truman State University
Blockholder Networks, Information Exchange, and M&A Performance 1: University of Cambridge; 2: University of Hamburg; 3: Leuphana University
When Buy-and-Build Breaks: Serial Private Equity Acquisitions in the Hospital Industry Duke University
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| 8:00am - 9:45am | Entrepreneurship and Labor Market Shocks Location: Pacific 1 Session Chair: William Mann, Emory University | ||||
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Entrepreneur Experience and Success: Causal Evidence from Immigration Wait Lines 1: University of North Carolina at Chapel Hill; 2: University of Pennsylvania
Aiming Low: Necessity Entrepreneurs and the Choice to Incorporate 1: HEC Montreal; 2: Université du Québec à Montréal; 3: University of Alberta
The "Great Reshuffling" and Entrepreneurship 1: Carnegie Mellon University; 2: University of Illinois Urbana-Champaign; 3: Washington University in St. Louis
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| 8:00am - 9:45am | Banks and Monetary Policy Location: Pacific 2 Session Chair: Jincheng Tong, University of Toronto | ||||
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Ample Reserves for Whom? The Role of Foreign Banks in U.S. Monetary Policy Implementation 1: Northwestern University; 2: Northwestern University
Banks and the State-Dependent Effects of Monetary Policy 1: Northwestern University; 2: Bank of Italy; 3: Goethe University Frankfurt
Indirect Credit Supply: How Bank Lending to Private Credit Shapes Monetary Policy Transmission 1: Federal Reserve Board of Governors; 2: Pennsylvania State University
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| 8:00am - 9:45am | Machine Learning, Expectations, and Information in Derivative Pricing Location: Pacific 3 Session Chair: Pedro García-Ares, Instituto Tecnológico Autónomo de México | ||||
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Subjective Expectations for Variance and Skewness: Evidence from Analyst Forecasts 1: University of Virginia; 2: City University of Hong Kong; 3: Chinese University of Hong Kong
The Network Foundations of Credit Counterparty Risk: Theory and Evidence 1: Shanghai Jiao Tong University; 2: University of Utah
Unpacking Retail Trading Costs: the Role of Options Trading and Limit Order Usage 1: University of Illinois Urbana-Champaign; 2: Boston College; 3: Chapman University
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| 9:45am - 10:00am | Coffee Break Location: 2nd Floor | ||||
| 10:00am - 11:45am | Doctoral Symposium - Finance and Institutions Location: Adriatic Session Chair: Andres Almazan, University of Texas at Austin | ||||
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Returns to Scale in Passive Management: Evidence from ETFs University of California, Irvine
Reaching for Yield in Target Date Funds Ohio State University
Young Homeownership: Never Entered or Early Exit? University of Texas at Austin
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| 10:00am - 11:45am | Beliefs Location: Aegean Session Chair: Hongjun Yan, DePaul University | ||||
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Expectations and Experience Effects: New Facts From an Empirical Model 1: University of Muenster; 2: University of Washington
Belief Distortions, Asset Prices, and Unemployment Fluctuations New York University
Does Climate Change Affect Retail Investors? Your Opinion Matters University of South Carolina
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| 10:00am - 11:45am | ESG and Strategic Firm Choices Location: Baltic Session Chair: Zoey Zhou, Columbia University | ||||
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Do Firms Become More Socially Responsible Reacting to School Shootings? 1: John Carroll University; 2: Lancaster University
Temperature, Adaptation, and Local Industry Concentration 1: University of Illinois Urbana-Champaign; 2: Northwestern University
Two Centuries of U.S. Innovation: Firms' Internal Networks and Resilience to Disasters Indiana University
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| 10:00am - 11:45am | Financial Inclusion I Location: Bering Session Chair: Isaac Hacamo, Indiana University | ||||
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Shedding Light on Bias: Consumer Complaint Disclosure and Racial Equity in Financial Services 1: Fordham University; 2: Peking University
Partisan Loan Officers and the Racial Gap in Mortgage Lending University of North Carolina at Charlotte
Information Regimes and Financial Inclusion University of Maryland
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| 10:00am - 11:45am | Unintended Regulation Location: Caribbean Session Chair: James Weston, Rice University | ||||
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The Road to False Positives: Indirect Effects of Reg SHO 1: Northwestern University; 2: Southern Methodist University; 3: Central Michigan University; 4: University of Arizona
The Real Effects of Liquidity Relief: Commercial Rent Forbearance in the Covid-19 Recession Boston College
How Do Debt Collection Restrictions Affect Hospitals and Patients? 1: University of Texas at Dallas; 2: Singapore Management University; 3: National University of Singapore
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| 10:00am - 11:45am | Financing and Oversight in M&A Location: Caspian Session Chair: Richard Thakor, University of Minnesota | ||||
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Why Are Acquisitions of Unlisted Firms Better Deals? Evidence from OTC Markets Virginia Tech
The Role of Credit Lines in Funding Takeovers Virginia Tech
Watchdog or Showdog? Spotlight Chasing in Antitrust Enforcement 1: Yale University; 2: Stanford University
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| 10:00am - 11:45am | Information Acquisition and Mutual Fund Trading Location: Pacific 1 Session Chair: Zoran Ivkovich, Michigan State University | ||||
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Familiarity in International Fund Allocation and Performance: Information or Bias Princeton University
The Complex Materiality of Proprietary ESG Information: Evidence from Actively Managed Funds 1: University of Notre Dame; 2: University of Arkansas
Complementarities in Information Acquisition: Evidence from Mandatory Portfolio Disclosures Indian School of Business
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| 10:00am - 11:45am | QJF Special Session Location: Pacific 2 Session Chair: Fernando Zapatero, Boston University | ||||
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Triangular Pure Parity Deviations 1: New York University; 2: Johannes Kepler University Linz; 3: BI Norwegian Business School
The US Treasury’s Biggest Short: Duration in the Shadows 1: New York University; 2: University of Notre Dame; 3: New York University
When Buys Move Markets More than Sells: How Institutions Boost Prices without Net Buying University of Maryland
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| 10:00am - 11:45am | Market Microstructure: Recent Developments in Trading Location: Pacific 3 Session Chair: Marc Lipson, University of Virginia | ||||
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Nocturnal Trading 1: University of Georgia; 2: Ohio State University
Manipulating Algorithmic Markets Columbia University
Dark Crypto 1: University of Maryland; 2: Carnegie Mellon University
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| 12:00pm - 1:15pm | Luncheon, Membership Meeting and Presidential Address Location: Atlantic E - 1st Floor Meals are by advance ticket purchase only and must be purchased online during conference registration. | ||||
| 1:30pm - 3:15pm | Doctoral Symposium - Corporate Finance Location: Adriatic Session Chair: Andres Almazan, University of Texas at Austin | ||||
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Bridging Markets: Equity Investors' Dual Roles in Corporate Debt Financing University of Minnesota
Corporate Finance in the Subscription Economy Boston College
Financing Risk and Startup Growth Yale University
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| 1:30pm - 3:15pm | Investor Behavior Location: Aegean Session Chair: Dexin Zhou, Baruch College | ||||
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Pass-through Mutual Funds, Flow of Funds, and Low-Risk Anomaly 1: University of Maryland; 2: University of Massachusetts
When Retail Meets Informed: How News Days Drive Retail Losses 1: Rutgers University; 2: Boston College; 3: University of Illinois Urbana-Champaign
Shadow of Loss: Mutual Fund Tail Behavior and Investor Flows 1: Texas A&M University; 2: Nankai University
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| 1:30pm - 3:15pm | The Allocation of Green Capital: Markets and Government Incentives Location: Baltic Session Chair: Aymeric Bellon, University of North Carolina at Chapel Hill | ||||
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The Unintended Consequences of Carbon Markets Northwestern University
The Green Value of BigTech Credit 1: Cheung Kong Graduate School of Business; 2: Sun Yat-Sen University; 3: Peking University; 4: Shanghai Jiao Tong University
Green Waste 1: Ohio State University; 2: University of Chicago
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| 1:30pm - 3:15pm | Financial inclusion II Location: Bering Session Chair: Jacelly Cespedes, University of Minnesota | ||||
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The Costs of Financial Fraud Victimization 1: Indiana University; 2: University of Kentucky
Economic Opportunity Costs: Banking Access and Educational (Dis)Investment 1: National University of Singapore; 2: Indian Institute of Management Bangalore
Immigration and Credit in America 1: University of Colorado Boulder; 2: Rice University; 3: University of California, San Diego
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| 1:30pm - 3:15pm | Information and Markets Location: Caribbean Session Chair: Russell Jame, University of Kentucky | ||||
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AI Washing University of Florida
Organized Crime, Public Procurement, and Firms Northwestern University
Salient Cues of Economic Transitions in Analyst Forecasting: Evidence from the Electric Vehicle Era 1: Singapore Management University; 2: University of Washington; 3: City University of Hong Kong
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| 1:30pm - 3:15pm | Intermediation Location: Caspian Session Chair: Veronika Pool, Vanderbilt University | ||||
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The Hidden Costs of Financial Services: Consumer Complaints and Financial Restitution 1: Southern Methodist University; 2: Arizona State University
Securities losses, Interbank Markets, and Monetary Policy Transmission: Evidence from the Eurozone 1: Stockholm School of Economics; 2: Barnard College; 3: European Central Bank; 4: Columbia University
Rebalancing of Currency Hedging and the Impact on Exchange Rates 1: NHH Norwegian School of Economics; 2: BI Norwegian Business School; 3: Norges Bank
Relationship Lending in Bond Markets? McGill University
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| 1:30pm - 3:15pm | Imperfect Competition and Price Efficiency Location: Pacific 1 Session Chair: Michael Sockin, University of Texas at Austin | ||||
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When Silicon Valley Meets Wall Street: A Theory of Financial Overengineering 1: Hong Kong University of Science and Technology; 2: Keio University
Institutional Ownership Concentration and Informational Efficiency 1: University of Hong Kong; 2: University of Toronto; 3: Hong Kong University of Science and Technology
Riding or Attacking the Bubble? Equity Bubbles and Capital Structure Arbitrage Université Catholique de Lille
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| 1:30pm - 3:15pm | Beliefs and Macroeconomic Risk Transmission Location: Pacific 2 Session Chair: Altan Pazarbaşı, University of Iowa | ||||
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Learning and Subjective Beliefs about Good and Bad Inflation Ranges 1: University of Kansas; 2: University of Wisconsin-Madison
Safe Haven Status of the U.S. Dollar, Dollar Index Options, and Quantitative Implications for Dynamic Currency Models 1: Temple University; 2: Old Dominion University
The Effects of Monetary Policy on Macroeconomic Expectations: High-Frequency Evidence from Traded Event Contracts 1: University of California, Irvine; 2: China Europe International Business School; 3: University of Florida
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| 1:30pm - 3:15pm | Forecasting with Machine Learning Location: Pacific 3 Session Chair: Fahiz Baba-Yara, Indiana University | ||||
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Market Risk Premium: A Single Optimal Predictive Factor in High Dimension 1: Xiamen University; 2: Capital University of Economics and Business; 3: Fudan University; 4: Washington University in St. Louis
Improving Hedge Fund Return Prediction: Dealing with Missing Data via Deep Learning 1: Florida State University; 2: University of Edinburgh; 3: Federal Reserve Bank of Atlanta; 4: University of St. Andrews
Will AI Replace or Enhance Human Intelligence in Asset Management? 1: Arizona State University; 2: Wilfrid Laurier University; 3: University of Texas at Dallas
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| 3:15pm - 3:30pm | Coffee Break Location: Pacific Foyer - 2nd Floor | ||||
| 3:30pm - 5:15pm | Access to Finance Location: Adriatic Session Chair: Paul Beaumont, McGill University | ||||
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Corporate Liquidity Supply from Non-Bank Intermediaries and the Real Effects of Factoring 1: Chinese University of Hong Kong; 2: Wharton School (University of Pennsylvania); 3: Central Bank of Brazil
Group Decision Making Under Real World Uncertainty: Evidence From the Internal Investment Process of a Venture Capital (VC)-Backed Startup Accelerator 1: Texas A&M University; 2: Texas A&M University
How Do Public and Private Firms Respond to Monetary Policy Shocks? 1: Federal Reserve Board of Governors; 2: University of Minnesota; 3: Federal Reserve Bank of Richmond; 4: American University
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| 3:30pm - 5:15pm | Volatility, Risk, and Returns Location: Aegean Session Chair: Zhi Da, University of Notre Dame | ||||
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Optimal Sharpe Ratio Timing with Stop Loss 1: University of North Carolina at Charlotte; 2: Washington University in St. Louis; 3: Remin University
A Century of Market Reversals: Resurrecting Volatility 1: Boston College; 2: Brandeis University
Local Estimation for Option Pricing: Improving Forecasts with Market State Information Federal Reserve Board of Governors
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| 3:30pm - 5:15pm | Attention to ESG and the Consequent Effects Location: Baltic Session Chair: Sumudu Watugala, Indiana University | ||||
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Can US Equity Funds Time ESG Score Updates? 1: Université Paris Dauphine-PSL; 2: Université de Liège; 3: HEC Liège, Université de Liège / Université Paris Dauphine-PSL
Carbon in the Cloud University of Zurich
Climate Risk, Credit, and Food Security 1: Pennsylvania State University; 2: University of North Carolina Greensboro
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| 3:30pm - 5:15pm | Emerging Markets Location: Bering Session Chair: Meghana Ayyagari, George Washington University | ||||
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Crypto Capture of Foreign Aid 1: National University of Singapore; 2: Cornell University
Behind Dollar Savings in Mutual Funds: Are Shifting Sands Threatening Financial Stability? University of Minnesota
Crowding Out and Banking Crises World Bank
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| 3:30pm - 5:15pm | Speculation, Hedging, and Rollover Risk in International Financial Markets Location: Caribbean Session Chair: Fabricius Somogyi, Northeastern University | ||||
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Who Carries? 1: Universidade de São Paulo; 2: University of Exeter; 3: University of Warwick
Speculation, Forward Exchange Demand, and CIP Deviations in Emerging Economies 1: University of Maryland; 2: Texas A&M University; 3: Indiana University
Local Currency Debt and Sovereign Rollover Risk 1: Seoul National University; 2: University of Illinois Urbana-Champaign; 3: Vienna University of Economics and Business
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| 3:30pm - 5:15pm | The Real Effects of Polarization and Partisanship Location: Caspian Session Chair: Runjing Lu, University of Toronto | ||||
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Partisan Borders: Political Ideology and Frictions in Interstate Job-to-Job Flows Miami University
Fiscal Risk Perception: Evidence from Analyst Forecasts 1: Boston College; 2: University of Hong Kong
Political Polarization and Corporate Investment 1: University of Nebraska; 2: University of Oregon; 3: Harbin Institute of Technology; 4: Australian National University
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| 3:30pm - 5:15pm | Regulation, Private Capital, and Banks Location: Pacific 1 Session Chair: Shohini Kundu, University of California, Los Angeles | ||||
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The Private Equity Experiment of U.S. Banking Industry 1: Stony Brook University; 2: Federal Reserve Bank of Boston
Institutional Investor Protection: Evidence from Conflict-of-Interest Regulation in Private Equity Harvard University
Banks on the Block: Branch Proximity and Small Business Performance University of Maryland
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| 3:30pm - 5:15pm | Expectations and Banking Location: Pacific 2 Session Chair: Dejanir Silva, Purdue University | ||||
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Granular Markups and Inflation Surge: the role of managerial incentives 1: University of Illinois Urbana-Champaign; 2: University of Minnesota; 3: Indiana University
Global Banks’ Macroeconomic Expectations and Credit Supply 1: Halle Institute for Economic Research and Leipzig University; 2: Zurich University
Banking on Inattention 1: University of Washington; 2: New York University
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| 3:30pm - 5:15pm | Blockchain & GenAI Location: Pacific 3 Session Chair: Kuntara Pukthuanthong, University of Missouri | ||||
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Harnessing Generative AI for Economic Insights 1: Rochester Institute of Technology; 2: Georgia State; 3: Purdue University
Irreversibility and Hysteresis in Blockchain Validation Markets Fordham University
Systemic Risk by Design? Causal Evidence on Endogenous Blockchain Security 1: Federal Reserve Bank of New York; 2: Massachusetts Institute of Technology
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| 5:30pm - 6:30pm | Keynote Address Location: Atlantic D - 1st Floor Keynote Speaker: Raghuram Rajan, University of Chicago | ||||
| 6:30pm - 7:30pm | Evening Reception Location: Atlantic Foyer - 1st Floor | ||||