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 Feb 2026, 03:05:40pm PST
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Session Overview |
| Date: Thursday, 12/Mar/2026 | |||||||||
| 11:30am - 5:00pm |
Registration Location: Pacific Foyer - 2nd Floor |
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| 1:00pm - 5:00pm |
Exhibitors Location: 2nd Floor |
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| 1:30pm - 3:15pm |
The Dynamics of Human Capital Accumulation Location: Adriatic Chair: Julian Atanassov, University of Nebraska-Lincoln Human Capital, Competition and Mobility in the Managerial Labor Market The Glass Ceiling from Day Zero: Path Dependence in Financial Advisors' Careers. When Large Employers Dominate: Inventor Marketability and Knowledge Flow |
Technology, Regulations, and Asset Prices Location: Aegean Chair: Nancy Xu, Boston College Self-fulfilling illiquidity and market collapse with (seemingly irrelevant) price controls Technology Adoption, Market Power, and the Dual Dynamics of Value Premium and Markups The Empirical Virtue of Complexity in Simple Economic Models |
Fund Performance Location: Baltic Chair: Yuri Tserlukevich, Arizona State University Relationship Nonbankers Does Fund Size Affect Private Equity Performance? Evidence from Donations to Private Universities Contract Evaluation Horizon and Fund Performance |
Factors and Fundamentals Location: Bering Chair: Ferhat Akbas, University of Illinois Chicago On the Macroeconomic Foundations of the Anomaly Zoo Mispricing and Firm Investment Macroeconomic Shocks and Cross-sectional Stock Returns |
Institutional Investors, Executives, and Corporate Governance Location: Caribbean Chair: Noah Stoffman, Indiana University Majority Voting Legislation and CEO Incentive Compensation Betting on the CEO Transparency in Voting: When and Why Institutional Investors Provide Voting Rationales |
Politics, Institutions, and Regulatory Performance Location: Caspian Chair: Rajesh Narayanan, Louisiana State University When Regulation Misses the Market: Sources of Policy Failure in Banking The Deep State and the Liberal Drift of Financial Regulators Does Systemically Important Bank Status Affect Loan Performance? |
Risky Asset Demand Location: Pacific 1 Chair: Yu An, Johns Hopkins University Revealed Preference for Green Stocks: An Asset Demand Approach Higher-Order Beliefs and Risky Asset Holdings How (Not) to Identify Demand Elasticities in Dynamic Asset Markets |
Market Frictions, Anomalies, and Behavioral Drivers Location: Pacific 2 Chair: Dmitriy Muravyev, University of Illinois Urbana-Champaign Robinhood’s Forced Liquidations Coherent Option Pricing In Search of Seasonality in Intraday and Overnight Option Returns |
Unconventional Determinants of Asset Prices Location: Pacific 3 Chair: Ljubica Georgievska, New York University Inefficient IPO Pricing? Evidence from Insiders’ Trades at Rival Firms Household Portfolio and Deposit Insurance: Implications for the Supply of Safe Assets When Growth Fuels Climate Risk and Climate Propels Decarbonization: A Model of Climate Feedback and Asset Pricing |
| 3:15pm - 3:30pm |
Coffee Break Location: Pacific Foyer - 2nd Floor |
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| 3:30pm - 5:15pm |
Distortions and Allocations in the Labor Market Location: Adriatic Chair: Janet Gao, Georgetown University Stock Price Shocks and Skill Changes How Bankers’ Outside Options Affect Financial Risk Old Workers, New Capital |
Expectations and Asset Prices Location: Aegean Chair: Liyan Yang, University of Toronto Demand Propagation Through Traded Risk Factors The Subjective Belief Factor Expectations and the Term Structure of Interest Rates |
Capital Structure and Financing Location: Baltic Chair: Pavel Zryumov, University of Rochester Equity ATMs Demandable Debt and Leverage Ratchet Effect Debt Maturity and Commitment on Firm Policies |
Elasticities and Demand for Stocks Location: Bering Chair: John Shim, University of Notre Dame A Bound on Price Impact and Disagreement Endogenous Elasticities: Price Multipliers Are Smaller for Larger Demand Shocks The Inelastic Investors: Passive Demand and the Reshaping of Stock Prices |
Public and Private Funds Location: Caribbean Chair: Chotibhak Jotikasthira, Southern Methodist University Unrealized Trading Gains: Regulatory Limits to Market Elasticity Loan-funded Loans: Asset-like Liabilities inside Bank Holding Companies The Impact of Monetary Policy on Venture Capital Finance |
Liquidity, Fragility, and Monetary Transmission Location: Caspian Chair: Andrew Winton, University of Minnesota Municipal Financing and Monetary Policy Transmission What Quantity of Reserves Is Sufficient? Bank Lending Fragility After Mergers |
Aspects of the Stochastic Discount Factor Location: Pacific 1 Chair: Seth Pruitt, Arizona State University Transaction Costs and the Stochastic Discount Factor Cross-Sectional Learning and Inference for the Stochastic Discount Factor Did I make myself clear? The Fed and the market under the 2020 monetary policy framework |
Bond Market Microstructure: Auctions, Dealers, and Public Finance Location: Pacific 2 Chair: Giang Nguyen, Penn State University More Investors, More Problems? Bond Market Liberalization and Innovation Treasury Auctions and Long-Term Bond Yields Dealer Quid Pro Quo in the Municipal Bond Market |
Insiders and Outsiders Location: Pacific 3 Chair: Vyacheslav Fos, Boston College Mixed Messages: Strategic Tonal Inconsistency and Recovery of the PEAD Anomaly Inside Out: Who Trade Before the Start of Cyber Attacks? Detecting Informed Trade by Corporate Insiders |
| 5:30pm - 6:30pm |
Keynote Address Location: Atlantic D - 1st Floor Keynote Speaker: Itay Goldstein, University of Pennsylvania |
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| 6:30pm - 7:30pm |
Evening Reception Location: Atlantic Foyer - 1st Floor |
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| Date: Friday, 13/Mar/2026 | |||||||||
| 7:30am - 5:00pm |
Registration Location: Pacific Foyer - 2nd Floor |
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| 7:45am - 5:00pm |
Exhibitors Location: 2nd Floor |
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| 8:00am - 9:45am |
Doctoral Symposium - Shock Transmission Location: Adriatic Chair: Andres Almazan, University of Texas at Austin Monetary Transmission in Equity Markets: Evidence from Financial Intermediaries Private Fund Capital Calls, Investor Portfolios, and Spillovers Tax Sensitivity and Bond Valuation |
Policy Risk and Asset Prices Location: Aegean Chair: Alessandro Melone, Ohio State University Canaries in the Coal Mine: Firm Response to Biodiversity Policy Risk Uncertainty, Stock Prices, and Debt Structure Dirty Business: Transition Risk of Factor Portfolios |
Funds and Corporate Governance Location: Baltic Chair: Irene Yi, University of Toronto All Shareholder Votes Are Not Created Equal Fund Proliferation, Decentralization, and Shareholder Power Control Rights or Wrongs? Active versus Index Governance |
Cost of Credit: Transmission Mechanisms Location: Bering Chair: Camelia Minoiu, Federal Reserve Bank of Atlanta The Transmission of Corporate Tax Cuts to Consumer Loans: Evidence from the TCJA The Response of Debtors to Rate Changes When Banks Fail: Depositor Attention and the Cost of Funding for Survivors |
Corporate Financing and Hedging Location: Caribbean Chair: Fotis Grigoris, University of Iowa Public Debt and Private Investment: The Role of Firm Leverage Financing and the Green Paradox The Economics of Financial and Operational Hedging: Insights from U.S. Power Plants |
Networks, Knowledge, and M&A Outcomes Location: Caspian Chair: Liu Yang, University of Maryland Try Before You Buy: Measuring Innovation Synergy Using Textual Analysis Blockholder Networks, Information Exchange, and M&A Performance When Roll-up Breaks: Serial Private Equity Acquisitions in the Hospital Industry |
Entrepreneurship and Labor Market Shocks Location: Pacific 1 Chair: William Mann, Emory University Entrepreneur Experience and Success: Causal Evidence from Immigration Wait Lines Aiming Low: Necessity Entrepreneurs and the Choice to Incorporate The "Great Reshuffling" and Entrepreneurship |
Banks and Monetary Policy Location: Pacific 2 Chair: Jincheng Tong, University of Toronto Ample Reserves for Whom? The Role of Foreign Banks in U.S. Monetary Policy Implementation Banks and the State-Dependent Effects of Monetary Policy Indirect Credit Supply: How Bank Lending to Private Credit Shapes Monetary Policy Transmission |
Machine Learning, Expectations, and Information in Derivative Pricing Location: Pacific 3 Chair: Pedro García-Ares, Instituto Tecnológico Autónomo de México Subjective Expectations for Variance and Skewness: Evidence from Analyst Forecasts The Network Foundations of Credit Counterparty Risk: Theory and Evidence Unpacking Retail Trading Costs: the Role of Options Trading and Limit Order Usage |
| 9:45am - 10:00am |
Coffee Break Location: 2nd Floor |
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| 10:00am - 11:45am |
Doctoral Symposium - Finance and Institutions Location: Adriatic Chair: Andres Almazan, University of Texas at Austin Returns to scale in passive management: Evidence from ETFs Reaching for Yield in Target Date Funds The Forgotten Channel: Long-Term Impacts of GFC-era Foreclosures |
Beliefs Location: Aegean Chair: Hongjun Yan, DePaul University Expectations and Experience Effects: New Facts From an Empirical Model Belief Distortions and Unemployment Fluctuations Does Climate Change Affect Retail Investors? Your Opinion Matters |
ESG and Strategic Firm Choices Location: Baltic Chair: Zoey Zhou, Columbia University Do Firms Become More Socially Responsible Reacting to School Shootings? Temperature, Adaptation, and Local Industry Concentration Two Centuries of U.S. Innovation and the Capital Channel: Evidence from Natural Disasters |
Financial Inclusion I Location: Bering Chair: Isaac Hacamo, Indiana University Shedding Light on Bias: Consumer Complaint Disclosure and Racial Equity in Financial Services Partisan Loan Officers and the Racial Gap in Mortgage Lending Information Regimes and Financial Inclusion |
Unintended Regulation Location: Caribbean Chair: James Weston, Rice University The Road to False Positives: Indirect Effects of Reg SHO Commercial Eviction Moratoria, Liquidity Relief, and Business Closure Do Debt Collection Restrictions Hurt Hospitals? |
Financing and Oversight in M&A Location: Caspian Chair: Richard Thakor, University of Minnesota Why Are Acquisitions of Unlisted Firms Better Deals? Evidence from OTC Markets The Role of Credit Lines in Funding Takeovers Watchdog or Showdog? Spotlight Chasing in Antitrust Enforcement |
Information Acquisition and Mutual Fund Trading Location: Pacific 1 Chair: Zoran Ivkovich, Michigan State University Familiarity in International Fund Allocation and Performance: Information or Bias The Complex Materiality of Proprietary ESG Information: Evidence from Actively Managed Funds Complementarities in Information Acquisition: Evidence from Mandatory Portfolio Disclosures |
QJF Special Session Location: Pacific 2 Triangular Pure Parity Deviations The US Treasury’s Biggest Short: Duration in the Shadows When Buys Move Markets More than Sells: How Institutions Boost Prices without Net Buying |
Market Microstructure: Recent Developments in Trading Location: Pacific 3 Chair: Marc Lipson, University of Virginia Nocturnal Trading Manipulating Algorithmic Markets Dark Crypto |
| 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. |
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| 1:30pm - 3:15pm |
Doctoral Symposium - Corporate Finance Location: Adriatic Chair: Andres Almazan, University of Texas at Austin Bridging Markets: Equity Investors' Dual Roles in Corporate Debt Financing Corporate Finance in the Subscription Ecoonmy Financing Risk and Startup Growth |
Investor Behavior Location: Aegean Chair: Dexin Zhou, Baruch College Pass-through Mutual Funds, Flow of Funds, and Low-Risk Anomaly When Retail Meets Informed: How News Days Drive Retail Losses Shadow of Loss: Mutual Fund Tail Behavior and Investor Flows |
The Allocation of Green Capital: Markets and Government Incentives Location: Baltic Chair: Aymeric Bellon, University of North Carolina at Chapel Hill The Unintended Consequences of Carbon Markets The Green Value of BigTech Credit Green Waste: Misallocation of Green Investment Subsidies |
Financial inclusion II Location: Bering Chair: Jacelly Cespedes, University of Minnesota The Costs of Financial Fraud Victimization Economic Opportunity Costs: Banking Access and Educational (Dis)Investment Immigration and Credit in America |
Information and Markets Location: Caribbean Chair: Russell Jame, University of Kentucky AI Washing Organized Crime, Public Procurement, and Firms Salient Signals of Economic Transitions in Analyst Forecasting: Evidence from the Electric Vehicle Era |
Intermediation Location: Caspian Chair: Veronika Pool, Vanderbilt University The Hidden Costs of Financial Services: Consumer Complaints and Financial Restitution Securities losses, Interbank Markets, and Monetary Policy Transmission: Evidence from the Eurozone Rebalancing of Currency Hedging and the Impact on Exchange Rates Relationship Lending in Bond Markets? |
Imperfect Competition and Price Efficiency Location: Pacific 1 Chair: Michael Sockin, University of Texas at Austin When Silicon Valley Meets Wall Street: A Theory of Financial Overengineering Institutional Ownership Concentration and Informational Efficiency Riding or Attacking the Bubble? Equity Bubbles and Capital Structure Arbitrage |
Beliefs and Macroeconomic Risk Transmission Location: Pacific 2 Chair: Altan Pazarbaşı, University of Iowa Learning and Subjective Beliefs about Good and Bad Inflation Ranges Safe Haven Status of the U.S. Dollar, Dollar Index Options, and Quantitative Implications for Dynamic Currency Models The Effects of Monetary Policy on Macroeconomic Expectations: High-Frequency Evidence from Traded Event Contracts |
Forecasting with Machine Learning Location: Pacific 3 Chair: Fahiz Baba-Yara, Indiana University Market Risk Premium: A Single Optimal Predictive Factor in High Dimension Improving Hedge Fund Return Prediction: Dealing with Missing Data via Deep Learning Will AI Replace or Enhance Human Intelligence in Asset Management? |
| 3:15pm - 3:30pm |
Coffee Break Location: Pacific Foyer - 2nd Floor |
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| 3:30pm - 5:15pm |
Speculation, Hedging, and Rollover Risk in International Financial Markets Location: Adriatic Chair: Fabricius Somogyi, Northeastern University Who Carries? Speculation, Forward Exchange Demand, and CIP Deviations in Emerging Economies Local Currency Debt and Sovereign Rollover Risk |
Volatility, Risk, and Returns Location: Aegean Chair: Zhi Da, University of Notre Dame Optimal Sharpe Ratio Timing with Stop Loss A Century of Market Reversals: Resurrecting Volatility Local Estimation for Option Pricing: Improving Forecasts with Market State Information |
Attention to ESG and the Consequent Effects Location: Baltic Chair: Sumudu Watugala, Indiana University Can US Equity Funds Time ESG Score Updates? Carbon in the Cloud Climate Risk, Credit, and Food Security |
Emerging Markets Location: Bering Chair: Meghana Ayyagari, George Washington University Crypto Capture of Foreign Aid Behind Dollar Savings in Mutual Funds: Are Shifting Sands Threatening Financial Stability? Crowding Out and Banking Crises |
Access to Finance Location: Caribbean Chair: Paul Beaumont, McGill University Firm-Level and Aggregate Effects of Cheaper Liquidity: Evidence from Factoring Group Decision Making Under Real World Uncertainty: Evidence From the Internal Investment Process of a Venture Capital (VC)-Backed Startup Accelerator Female Skin in the Game: Bridging the Gender Financing Gap |
The Real Effects of Polarization and Partisanship Location: Caspian Chair: Runjing Lu, University of Toronto Partisan Borders: Political Ideology and Frictions in Interstate Job-to-Job Flows Fiscal Risk Perception: Evidence from Analyst Forecasts Political Polarization and Corporate Investment |
Regulation, Private Capital, and Banks Location: Pacific 1 Chair: Shohini Kundu, University of California, Los Angeles The Private Equity Experiment of U.S. Banking Industry Institutional Investor Protection: Evidence from Conflict-of-Interest Regulation in Private Equity Banks on the Block: Branch Proximity and Small Business Performance |
Expectations and Banking Location: Pacific 2 Chair: Dejanir Silva, Purdue University Granular Markups and Inflation Surge: the role of managerial incentives Global Banks’ Macroeconomic Expectations and Credit Supply Banking on Inattention |
Blockchain & GenAI Location: Pacific 3 Harnessing Generative AI for Economic Insights Irreversibility and Hysteresis in Blockchain Validation Markets Systemic Risk by Design? Causal Evidence on Endogenous Blockchain Security |
| 5:30pm - 6:30pm |
Keynote Address Location: Atlantic D - 1st Floor Keynote Speaker: Raghuram Rajan, University of Chicago |
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| 6:30pm - 7:30pm |
Evening Reception Location: Atlantic Foyer - 1st Floor |
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| Date: Saturday, 14/Mar/2026 | |||||||||
| 7:30am - 5:00pm |
Registration Location: Pacific Foyer - 2nd Floor |
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| 7:45am - 5:00pm |
Exhibitors Location: 2nd Floor |
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| 8:00am - 9:45am |
Corporate Investment and Financing Location: Adriatic Chair: Vijay Yerramilli, University of Houston Board as Financial Intermediary: 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 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? Behavioral Biases and the Limits of Policy: Evidence from the NAR Settlement |
| 9:45am - 10:00am |
Coffee Break Location: 2nd Floor |
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| 10:00am - 11:45am |
Information Intermediaries in Financial Markets Location: Adriatic Chair: Alessio Piccolo, Indiana University Bloomington 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 From Rates to Riches: How Danish Homeowners Respond to Interest Rate Shocks |
Bond, Stock, and Bond Mutual Fund Performance Location: Caribbean Chair: Gergana Jostova, 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. |
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| 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 Bank fragility over the reserves cycle |
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 |
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| 3:30pm - 5:15pm |
The Evolving Landscape of Global Finance: Dollar Dominance, Chinese Lending, and Policy Spillovers Location: Adriatic Geoeconomic Competition and Capital Reallocation in Global FX Funding China's Overseas Lending in Global Finance Cycle 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: How Media-Driven Narratives Influence Cross-Border 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 Credit Unions Cross the Aisle: Performance After Bank Acquisitions 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 |