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: 9th May 2025, 10:01:36am EDT

 
Only Sessions at Location/Venue 
 
 
Session Overview
Location: Gateway South 216
Date: Tuesday, 20/May/2025
8:30am
-
9:15am
Track T1-1: Beliefs, Disagreement, and Asset Prices
Location: Gateway South 216
Chair: Daniel Andrei, McGill
Discussant: Sang Byung Seo, University of Wisconsin-Madison
 

Volatility Disagreement and Asset Prices

Adem Atmaz1, Andrea Buffa2

1: Purdue University; 2: University of Colorado Boulder

9:30am
-
10:15am
Track T1-2: Beliefs, Disagreement, and Asset Prices
Location: Gateway South 216
Chair: Daniel Andrei, McGill
Discussant: Philipp Illeditsch, Texas A&M U
 

Beliefs Heterogeneity and the Equity Term Structure

Hamilton Galindo Gil1, Yucheng Zhou2

1: Cleveland State University; 2: University of Illinois at Urbana-Champaign

10:30am
-
11:15am
Track T1-3: Beliefs, Disagreement, and Asset Prices
Location: Gateway South 216
Chair: Daniel Andrei, McGill
Discussant: Guillaume Roussellet, NY Fed
 

How Beliefs Respond to News: Implications for Asset Prices

Ian Dew-Becker1, Stefano Giglio2,3, Pooya Molavi4

1: Federal Reserve Bank of Chicago; 2: Yale University; 3: NBER; 4: Northwestern University

11:30am
-
12:15pm
Track T1-4: Beliefs, Disagreement, and Asset Prices
Location: Gateway South 216
Chair: Daniel Andrei, McGill
Discussant: Christian L. Goulding, Auburn University
 

Machine Forecast Disagreement

Turan G. Bali1, Bryan Kelly2, Mathis Moerke3, Jamil Rahman2

1: Georgetown University; 2: Yale School of Management; 3: School of Finance, St.Gallen

1:45pm
-
2:30pm
Track T1-5: Beliefs, Disagreement, and Asset Prices
Location: Gateway South 216
Chair: Daniel Andrei, McGill
Discussant: Alexander Chinco, Baruch
 

Higher-Order Beliefs and Risky Asset Holdings

Yuriy Gorodnichenko1, Xiao Yin2

1: UC Berkeley; 2: UCL

2:45pm
-
3:30pm
Track T1-6: Beliefs, Disagreement, and Asset Prices
Location: Gateway South 216
Chair: Daniel Andrei, McGill
Discussant: Aytek Malkhozov, McGill University
 

Institutions' Return Expectations across Assets and Time

Magnus Dahlquist2, Markus Felix Ibert1

1: Copenhagen Business School; 2: Stockholm School of Economics, Sweden

Date: Wednesday, 21/May/2025
8:30am
-
9:15am
Track W1-1: Information and the Data Economy
Location: Gateway South 216
Chair: Maryam Farboodi, MIT Sloan
Discussant: Peter Hansen, Purdue
 

The Quiet Hand of Regulation: Harnessing Uncertainty and Disagreement

Daniel Andrei1, Lorenzo Garlappi2

1: McGill; 2: UBC

9:30am
-
10:15am
Track W1-2: Information and the Data Economy
Location: Gateway South 216
Chair: Maryam Farboodi, MIT Sloan
Discussant: Yi Li, Federal Reserve Board
 

The Network Structure of Data Economy

Qiushi Huang1, Bo Bian2, Ye Li3, Huan Tang4

1: SAIF; 2: University of British Columbia; 3: University of Washington; 4: University of Pennsylvania

10:30am
-
11:15am
Track W1-3: Information and the Data Economy
Location: Gateway South 216
Chair: Maryam Farboodi, MIT Sloan
Discussant: Simon Mayer, CMU
 

Information Span in Credit Market Competition

Zhiguo He1, Jing Huang2, Cecilia Parlatore3

1: Stanford University; 2: Texas A&M University; 3: New York University

11:30am
-
12:15pm
Track W1-4: Information and the Data Economy
Location: Gateway South 216
Chair: Maryam Farboodi, MIT Sloan
Discussant: Jaroslav Borovicka, New York University
 

Informational Efficiency and Asset Prices in Large Markets

Georgy Chabakauri

London School of Economics

1:45pm
-
2:30pm
Track W1-5: Information and the Data Economy
Location: Gateway South 216
Chair: Maryam Farboodi, MIT Sloan
Discussant: Cecilia Parlatore, New York University
Maryam Farboodi1, Peter Kondor2, Pablo Kurlat3
1: MIT; 2: LSE; 3: USC
2:45pm
-
3:30pm
Track W1-6: Information and the Data Economy
Location: Gateway South 216
Chair: Maryam Farboodi, MIT Sloan
Discussant: Jan Schneemeier, Michigan State University
 

Newspaper Closures and Trading in Local Stocks

Peter Cziraki1, Jasmin Gider2

1: Texas A&M University; 2: Tilburg University

Date: Thursday, 22/May/2025
8:30am
-
9:15am
Track TH5-1: Housing and Household Consumption
Location: Gateway South 216
Chair: Stephen Zeldes, Columbia University
Chair: Adair Morse, Berkeley Haas
Discussant: Lu Liu, University of Pennsylvania
 

Rent Guarantee Insurance

Boaz Abramson, Stijn Van Nieuwerburgh

Columbia Business School

9:30am
-
10:15am
Track TH5-2: Housing and Household Consumption
Location: Gateway South 216
Chair: Stephen Zeldes, Columbia University
Chair: Adair Morse, Berkeley Haas
Discussant: David Zhang, Rice University
 

Understanding Excess Prepayment

Jack Liebersohn, Vikram Jambulapati, Michael Fitzpatrick

University of California Irvine

10:30am
-
11:15am
Track TH5-3: Housing and Household Consumption
Location: Gateway South 216
Chair: Stephen Zeldes, Columbia University
Chair: Adair Morse, Berkeley Haas
Discussant: Jonathan Reuter, Boston College
 

How Much Do Public Employees Value Defined Benefit versus Defined Contribution Retirement Benefits?

Oliver Giesecke1, Joshua Rauh2

1: Stanford University; 2: Stanford University

11:30am
-
12:15pm
Track TH5-4: Housing and Household Consumption
Location: Gateway South 216
Chair: Stephen Zeldes, Columbia University
Chair: Adair Morse, Berkeley Haas
Discussant: Franklin Qian, UNC Kenan-Flagler Business School
 

Diversifying the Suburbs: Rental Supply and Spatial Inequality

Konhee Chang

University of California, Berkeley

1:45pm
-
2:30pm
Track TH5-5: Housing and Household Consumption
Location: Gateway South 216
Chair: Stephen Zeldes, Columbia University
Chair: Adair Morse, Berkeley Haas
Discussant: Neil Bhutta, Federal Reserve Bank of Philadelphia
 

Measuring and Mitigating Racial Disparities in Large Language Model Mortgage Underwriting

Donald Bowen1, McKay Price1, Luke Stein2, Ke Yang1

1: Lehigh University; 2: Babson College

2:45pm
-
3:30pm
Track TH5-6: Housing and Household Consumption
Location: Gateway South 216
Chair: Stephen Zeldes, Columbia University
Chair: Adair Morse, Berkeley Haas
Discussant: Pierre Mabille, INSEAD
 

What Explains the Consumption Decisions of Low-Income Households?

Sasha Indarte1, Raymond Kluender2, Ulrike Malmendier3, Michael Stepner4

1: Wharton; 2: Harvard; 3: Berkeley; 4: University of Toronto


 
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