Conference Agenda

Session

Expectations and Asset Prices

Time:

Thursday, 12/Mar/2026:

3:30pm - 5:15pm

Session Chair: Liyan Yang

Location: Aegean

Presentations

The Subjective Belief Factor

Tingyue Cui¹, Ricardo De la O², Sean Myers¹

¹The Wharton School; ²USC Marshall, United States of America

Expectations and the Term Structure of Interest Rates

Pooya Molavi¹, Alireza Tahbaz-Salehi¹, Andrea Vedolin²

¹Northwestern University, Kellogg School of Management; ²Boston University

Demand Propagation Through Traded Risk Factors

Yu An², Amy Huber¹

¹The Wharton School, United States of America; ²Johns Hopkins Carey