SFS Cavalcade North America 2026
Darden Graduate School of Business Administration, University of Virginia
May 18-21, 2026
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: 18th Apr 2026, 05:21:03am EDT
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Agenda Overview | |
| Location: Classroom 150 |
| 8:30am - 9:15am |
Track T4-1: Climate and Corporate Finance Location: Classroom 150 Chair: Christoph Schiller, Ohio State University Discussant: Luke Stein, Babson College Money and Power Federal Reserve Board of Governors |
| 9:30am - 10:15am |
Track T4-2: Climate and Corporate Finance Location: Classroom 150 Chair: Christoph Schiller, Ohio State University Discussant: Sehoon Kim, University of Florida Green Waste 1: Fisher College of Business, The Ohio State University; 2: University of Chicago, United States of America |
| 10:30am - 11:15am |
Track T4-3: Climate and Corporate Finance Location: Classroom 150 Chair: Christoph Schiller, Ohio State University Discussant: Nora Pankratz, University of Toronto The Cost of Net Zero 1: Penn State U; 2: Penn State U |
| 11:30am - 12:15pm |
Track T4-4: Climate and Corporate Finance Location: Classroom 150 Chair: Christoph Schiller, Ohio State University Discussant: Cynthia Yin, Cornell University Financing Investment in Electricity 1: HEC Paris; 2: Columbia; 3: Wharton |
| 1:45pm - 2:30pm |
Track T4-5: Climate and Corporate Finance Location: Classroom 150 Chair: Christoph Schiller, Ohio State University Discussant: Anthony Rice, Villanova University Borders Bear the Brunt: State Environmental Review and Severed Agglomerations 1: Monash University; 2: Penn State University; 3: University of Oklahoma |
| 2:45pm - 3:30pm |
Track T4-6: Climate and Corporate Finance Location: Classroom 150 Chair: Christoph Schiller, Ohio State University Discussant: Ruidi Huang, Southern Methodist University Uncoordinated Climate Policy and Carbon Leakage: Evidence from Supply Chains 1: University of Sydney; 2: Swiss Finance Institute and University of Zurich; 3: Nova School of Business and Economics, CEPR, ECGI; 4: Swiss Finance Institute and University of St. Gallen, Norges Bank |
| 8:30am - 9:15am |
Track W4-1: Climate and Asset Pricing Location: Classroom 150 Chair: Lorenzo Garlappi, UBC Discussant: Shaojun Zhang, Ohio State University, University of British Columbia Do carbon markets undermine private climate initiatives? 1: Virginia; 2: ESSEC; 3: Houston; 4: UNC |
| 9:30am - 10:15am |
Track W4-2: Climate and Asset Pricing Location: Classroom 150 Chair: Lorenzo Garlappi, UBC Discussant: Ishita Sen, Harvard Business School Pricing Protection: Credit Scores, Disaster Risk, and Home Insurance Affordability 1: Federal Reserve Board; 2: Federal Reserve Bank of Philadelphia; 3: Wharton School, University of Pennsylvania; 4: University of Wisconsin - Madison |
| 10:30am - 11:15am |
Track W4-3: Climate and Asset Pricing Location: Classroom 150 Chair: Lorenzo Garlappi, UBC Discussant: John Orellana, Philadelphia Fed Beyond the Storm: Climate Risk and Insurers of Last Resort 1: Indiana University; 2: University of South Florida |
| 11:30am - 12:15pm |
Track W4-4: Climate and Asset Pricing Location: Classroom 150 Chair: Lorenzo Garlappi, UBC Discussant: Andreas Stathopoulos, UNC Chapel Hill El Niño and Currency Returns 1: Case Western Reserve University; 2: Hankuk University of Foreign Studies; 3: Cornell University; 4: Cambridge University |
| 1:45pm - 2:30pm |
Track W4-5: Climate and Asset Pricing Location: Classroom 150 Chair: Lorenzo Garlappi, UBC Discussant: Ana-Maria Tenekedjieva, ASU Economics of Property Insurance 1: Federal Reserve Bank of New York; 2: New York University, Stern School of Business |
| 2:45pm - 3:30pm |
Track W4-6: Climate and Asset Pricing Location: Classroom 150 Chair: Lorenzo Garlappi, UBC Discussant: Matthew Gustafson, Pennsylvania State University Blame it on the weather: Market implied weather volatility and firm performance 1: Weatherhead School of Management, Case Western Reserve University; 2: Bauer College of Business, University of Houston; 3: DeGroote School of Business, McMaster University; 4: BI Norwegian Business School; 5: College of Business and Analytics, Southern Illinois University |
| 8:30am - 9:15am |
Track TH4-1: Institutional Investors and Market Frictions Location: Classroom 150 Chair: Yiming Ma, Columbia Business School Discussant: Kerry Siani, MIT Sloan Facing Default? 1: Yale; 2: Wharton; 3: Reichman University; 4: Indiana |
| 9:30am - 10:15am |
Track TH4-2: Institutional Investors and Market Frictions Location: Classroom 150 Chair: Yiming Ma, Columbia Business School Discussant: Jonathan Wallen, Harvard Business School Prime Broker Credit Supply and the Stock Market: Evidence on Hedge Fund Transmission Federal Reserve Board |
| 10:30am - 11:15am |
Track TH4-3: Institutional Investors and Market Frictions Location: Classroom 150 Chair: Yiming Ma, Columbia Business School Discussant: Adam Copeland, Federal Reserve Bank of New York Liquidity Flows to Bank-Affiliated Broker Dealers: Insights from Volumes and Prices 1: Georgetown University; 2: Federal Reserve Board; 3: HBS |
| 11:30am - 12:15pm |
Track TH4-4: Institutional Investors and Market Frictions Location: Classroom 150 Chair: Yiming Ma, Columbia Business School Discussant: Chi (Clara) Xu, The Wharton School of the University of Pennsylvania Do Institutional Investors Trade on Covenant Violations? 1: NYU Stern School of Business; 2: Frankfurt School of Finance & Management |
| 1:45pm - 2:30pm |
Track TH4-5: Institutional Investors and Market Frictions Location: Classroom 150 Chair: Yiming Ma, Columbia Business School Discussant: Ivan Ivanov, Chicago - Federal Reserve Getting Called: The Risks of Investor Liquidity Provision to Private Funds USC Marshall |
| 2:45pm - 3:30pm |
Track TH4-6: Institutional Investors and Market Frictions Location: Classroom 150 Chair: Yiming Ma, Columbia Business School Discussant: Alexandru Barbu, INSEAD and Wharton Catastrophic Climate Risk and The Limits of Private Markets. New York University |

