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: 6th Mar 2026, 11:11:58pm PST
|
Session Overview |
| Date: Saturday, 14/Mar/2026 | |||||||||
| 7:30am - 5:00pm |
Registration Location: Pacific Foyer - 2nd Floor |
||||||||
| 7:45am - 5:00pm |
Exhibitors Location: 2nd Floor |
||||||||
| 8:00am - 9:45am |
Corporate Investment and Financing Location: Adriatic Chair: Vijay Yerramilli, University of Houston Boards as Contracting Intermediaries: Evidence from Board-Interlocking Firms in the Credit Market Internal Capital Markets and Production Disruptions Impact of Risk Management on Product Offerings: Evidence from the Insurance Industry |
Measuring Behavior with AI Location: Aegean Chair: Pablo Azar, Federal Reserve Bank of New York The Market's Mirror: Revealing Investor Disagreement with LLMs Awkward Silence: Is Manager Hesitation Informative? Just Look: Knowing Peers with Image Representation |
Climate and Pricing Location: Baltic Chair: Ai He, University of South Carolina The Effect of Rising Insurance Premiums on Mortgage Delinquency and Household Relocation Biodiversity Protection and Housing Markets: Supply, Demand, and Speculation Understanding the Pricing of Carbon Emissions: New Evidence from the Stock Market |
Consumer Financial Behavior and Education Location: Bering Chair: Umit Gurun, University of Texas at Dallas Banking Local: Media Slant, Erosion of Trust, and Financial Decisions The Effects of Deleting Medical Debt from Consumer Credit Reports Financial Literacy and Financial Crime: A Regression Discontinuity Approach |
Startup and Innovations Location: Caribbean Chair: Daniel Bias, Vanderbilt University Nature Dependence, Economic Value, and Extinction Risk: Evidence from Biotech Innovations How Does VC Engagement Direct Startup Experimentation? When Innovation Meets Politics: Patent Examiner Partisanship and Green Technology |
Commercial Real Estate Location: Caspian Chair: Yuliya Demyanyk, University of Illinois Chicago Does Mortgage Rate Lock-in Dampen Commercial Real Estate Busts? The Long-Run Effects of Remote Work on U.S. Office Markets Too-Many-to-Ignore: Regional Banks and CRE Risks |
Asset Prices Location: Pacific 1 Chair: Ram Yamarthy, Federal Reserve Board of Governors Culling the Factor Zoo Currency Basket Co-movements Dissecting Demand in the MBS Market |
Corporate Investment: New Perspectives Location: Pacific 2 Chair: Michael Wittry, Ohio State University (In-)Visible Risks of Blockchain-Based Financing for Capital Allocation Efficiency When Trade Dries Up: Infrastructure Constraints and Firm Performance Automation Under Constraints: Exchange Rates, Interest Rates, and Firm Investment |
Policy Design Location: Pacific 3 Chair: Amrita Nain, University of Iowa When Diversity Rules Privacy Regulation and the Economics of Screening versus Monitoring in Digital Credit Markets Are Crypto Anti-Money Laundering Policies Effective? Barriers to Consumer Negotiation and the Limits of Policy: Evidence from the NAR Settlement |
| 9:45am - 10:00am |
Coffee Break Location: 2nd Floor |
||||||||
| 10:00am - 11:45am |
Information Intermediaries in Financial Markets Location: Adriatic Chair: Alessio Piccolo, Indiana University Shareholder Democracy and the Market for Voting Advice The Gatekeeping Expert's Dilemma Information Externalities in Opaque Credit Markets |
Secondary Markets Location: Aegean Chair: Jack Bao, University of Delaware Mixology: Order Flow Segmentation Design The Secondary Market for Syndicated Loans Splitting and Shuffling: Institutional Trading Motives and Order Submissions Across Brokers |
Law, Information and Finance Location: Baltic Chair: Stefan Zeume, University of Illinois Urbana-Champaign Insider Trading Reforms and Corporate Transparency: Evidence from the STOCK Act Cracking Down, Pricing In: How AML Regulation Shapes Stock Price Responses When Speaking Freely Pays: Anti-SLAPP Laws and Firms' Cost of Equity |
Housing Markets and Mortgage Dynamics Location: Bering Chair: Marco Giacoletti, University of Notre Dame Aging and Housing Returns Gaining Market Expertise: The Geographic Specialization of Labor in Mortgage Lenders A Danish Fix for U.S. Mortgage Lock-in? |
Bond, Stock, and Bond Mutual Fund Performance Location: Caribbean Chair: Brian Henderson, George Washington University Private Investments of Corporate Bond Mutual Funds Bond Factor Momentum and Its Predictability for Stock Returns Winning At the Starting Line: Underwriter Connections and Municipal Bond Fund Performance |
Seniority, Collateral, and Adverse Selection in Lending Markets Location: Caspian Chair: Gunjan Seth, University of Southern California Screening in Loan Guarantee Programs: Combining Contract Menus with Information Collection Where Collateral Sleeps Competing for Loan Informal Seniority: Theory and Evidence |
Capital Structure Location: Pacific 1 Chair: Hyunseob Kim, Federal Reserve Bank of Chicago Firm Innovation Outcomes and Trade Credit Financing Echoes of Inflation: CEO Early-life Inflation Experiences, Inflation Attention, and Corporate Decisions Financing Source Granularity and Cash Holdings |
Household Finance Location: Pacific 2 Chair: Shashwat Alok, Indian School of Business Borrowers in the Shadows: The Promise and Pitfalls of Alternative Credit Data Fintech to the (Worker) Rescue: Earned Wage Access, Financial Health and Employee Retention Home Is Where Your FinTech Loan Is |
Trading Location: Pacific 3 Chair: Mirela Sandulescu, University of North Carolina at Chapel Hill The Rise of Derivatives and Off-Exchange Trading and Its Impact on Price Discovery and Volatility Attention on Insider Trading: EDGAR Visits, Investor Sophistication, and Informational Advantage Animal Spirits on Steroids: Evidence From Retail Options Trading in India |
| 12:00pm - 1:15pm |
Luncheon Location: Atlantic E - 1st Floor Meals are by advance ticket purchase only and must be purchased online during conference registration. |
||||||||
| 1:30pm - 3:15pm |
Liquidity, Fragility, and Incentives in Financial Markets Location: Adriatic Chair: Stefano Pegoraro, University of Notre Dame Fire Sales and Liquidity Requirements The Optimal Schedules of Incentives and Cash Flows Do ‘MEASURES’ of Bank Diversification Measure Up? |
FinTech in Household and Small Business Finance Location: Aegean Chair: Nagpurnanand Prabhala, Johns Hopkins University Data as Collateral: Open Banking for Small Business Lending Interoperable Payment Infrastructure and Retail Investment Fintech Access and Consumption Smoothing |
Bond Pricing and Returns Location: Baltic Chair: Brian Henderson, George Washington University Breaking the Tension: Almost Affine Term Structure Models with Stochastic Volatility Opaque Markets, Visible Jobs: Real-Time Labor Demand and Municipal Finance Pricing of Corporate Bonds: Evidence From a Century-Long Cross-Section |
Market Design Across Financial Products Location: Bering Chair: Lulu Wang, Northwestern University Deposit Competition Beyond Rates Labor Market Polarization and Student Debt Selection through Lapsation in Life Insurance Markets |
Congressional Stock Trading and Politicized Lending Location: Caribbean Chair: Amanda Heitz, Tulane University When Supervision Meets Politics: Bailouts, Lending and Investment Should The Public Be Concerned About Congressional Stock Trading? Legislative Trades Political Shifts, Mortgage Drifts: Evidence from U.S. Special Elections |
Mortgage and Housing Supply Location: Caspian Chair: Gene Amromin, Federal Reserve Bank of Chicago Incomplete Pass-Through in Mortgage Markets The Distributional Effects of GSE Pricing on Home Purchases How Housing Supply Expansions Reshape Cities |
Modern Banking Issues Location: Pacific 1 Chair: Edward Kim, University of Michigan Banks’ Images: Evidence from Advertising Videos Par for the Course: Did the Bank Term Funding Program (BTFP) Support Credit Intermediation? Cyber Risk in Banking: Measuring and Predicting Vulnerability |
Insurance Markets Location: Pacific 2 Chair: Irina Stefanescu, Federal Reserve Board of Governors Beyond the Storm: Climate Risk and Insurers of Last Resort From Long to Short: How Interest Rates Shape Life Insurance Markets The Evolution of Insurance Markets: Capital Regulation and Insurance Provision |
Politics and Finance Location: Pacific 3 Chair: Kunal Sachdeva, University of Michigan Politically Polarized Supply Chains A Dark Side to Experience? Firm Age and Policy Uncertainty Customer Concentration, Systematic Risk, and Equity Returns |
| 3:15pm - 3:30pm |
Coffee Break Location: Pacific Foyer - 2nd Floor |
||||||||
| 3:30pm - 5:15pm |
Dollar Dominance, Spillovers, and the Structure of Global Financial Risk Location: Adriatic Chair: Craig Brown, Purdue University China's Overseas Lending in Global Finance Cycle Geoeconomic Competition and Capital Reallocation in Global FX Funding Unconventional Monetary Policy Spillovers and the (In)convenience of Treasuries |
Multinationals' investment and financing Location: Aegean Chair: Nandini Gupta, Indiana University Climate Policy Abroad, Emissions at Home: Pollution Reshoring by U.S. Multinationals Multinationals and Uncertainty: The Role of Internal Capital Markets Beyond the Fundamentals: Cross-Country Media Narrative Dispersion and Global Capital Flows |
Bond Market Fragility and Resilience Location: Baltic Chair: Yoshio Nozawa, University of Toronto Enhanced Resiliency in Corporate Bond Liquidity: A Tradeoff in OTC Markets Lending at a Cost: Liquidity Fragility in Bond Mutual Funds Unintended Consequences of Rule 18f-4: Derivatives Constraints, Reaching for Yield, and Corporate Bond Market Fragility |
Social Finance Location: Bering Chair: Yessenia Tellez, Virginia Tech Social Interaction Intensity and Investor Behavior Mimicking Finance Student Debt and the Cinderella Effect |
The Dynamics of Bank Competition Location: Caribbean Chair: Priyank Gandhi, Rutgers University When Financial Ratios Mislead Evidence from Credit Unions Purchasing Banks Does Local Competition Matter for Mortgages? Evidence from Fee Pass-Through The Boundaries of the Farm and the Death of Small Banks |
Green Banking Location: Caspian Chair: Shaojun Zhang, Ohio State University Building Voice in Socially Responsible Investment Opening the Brown Box: Production Responses to Environmental Regulation Banking through an Energy Transition |
Payment Systems Location: Pacific 1 Chair: Thomas Flanagan, Ohio State University Financial Technologies, Labor Markets, and Wage Inequality: Evidence from Instant Payment Systems Integrating Fragmented Networks: Interoperability in Money and Payments Who Pays for Payments? Consumer Sorting, Fee Heterogeneity, and Passthrough |
Macroeconomic Factors and Cross-Market Asset Pricing Location: Pacific 2 Chair: Sang Byung Seo, University of Wisconsin-Madison The Effect of Fiscal Policy Shocks on Asset Prices Good Inflation, Bad Inflation, and the Dynamics of Credit Risk Integrating Credit and Equity Markets: A Novel Benefit of Convertible Bonds |
Trading Corporate Debt Location: Pacific 3 Chair: Pankaj Jain, University of Memphis Bond Valuation Dispersion and ETF Arbitrage Cross Trading in the Corporate Bond Market Beyond Performance: Mutual Funds, Non-Alpha Services, and the Value of Financial Advisors |