Conference Agenda

Session

Expectations and Asset Prices

Time:

Thursday, 12/Mar/2026:

3:30pm - 5:15pm

Session Chair: Liyan Yang, University of Toronto

Location: Aegean

Presentations

Demand Propagation Through Traded Risk Factors

Yu An¹, Amy Huber²

¹Johns Hopkins University; ²University of Pennsylvania

Discussant: Zhengyang Jiang (Northwestern University)

The Subjective Belief Factor

Tingyue Cui¹, Ricardo De la O², Sean Myers¹

¹University of Pennsylvania; ²University of Southern California

Discussant: Daniel Andrei (McGill University)

Expectations and the Term Structure of Interest Rates

Pooya Molavi¹, Alireza Tahbaz-Salehi¹, Andrea Vedolin²

¹Northwestern University; ²Boston University

Discussant: Hao Pang (University of Texas at Dallas)