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 250 |
| 8:30am - 9:15am |
Track T6-1: Monetary Policy Location: Classroom 250 Chair: Nina Boyarchenko, Federal Reserve Bank of New York Discussant: Simone Lenzu, Federal Reserve Bank of New York Monetary Policy and Investment Plans 1: University of Chicago Booth School of Business; 2: MIT Sloan School of Management |
| 9:30am - 10:15am |
Track T6-2: Monetary Policy Location: Classroom 250 Chair: Nina Boyarchenko, Federal Reserve Bank of New York Discussant: Elena Loutskina, University of Virginia Credit Crunch in Housing under Regulation Q Stanford GSB |
| 10:30am - 11:15am |
Track T6-3: Monetary Policy Location: Classroom 250 Chair: Nina Boyarchenko, Federal Reserve Bank of New York Discussant: Mariano Croce, BOCCONI Univ. A Model of U.S. Monetary Policy and the Global Financial Cycle 1: Chicago Booth; 2: Princeton University |
| 11:30am - 12:15pm |
Track T6-4: Monetary Policy Location: Classroom 250 Chair: Nina Boyarchenko, Federal Reserve Bank of New York Discussant: Immo Schott, Federal Reserve Board The Equity Constraint Channel of Monetary Policy UIUC |
| 1:45pm - 2:30pm |
Track T6-5: Monetary Policy Location: Classroom 250 Chair: Nina Boyarchenko, Federal Reserve Bank of New York Discussant: Tim Eisert, Nova SBE What Does It Take? Quantifying Cross-Country Transfers in the Eurozone 1: Federal Reserve Bank of Saint Louis; 2: Northwestern Kellogg; 3: Boston College; 4: Stanford GSB |
| 2:45pm - 3:30pm |
Track T6-6: Monetary Policy Location: Classroom 250 Chair: Nina Boyarchenko, Federal Reserve Bank of New York Discussant: Fernando Duarte, Brown University A Model of Fed Information Effect University of Wisconsin-Madison |
| 8:30am - 9:15am |
Track W6-1: Macro-Finance Location: Classroom 250 Chair: Alp Simsek, Yale University Discussant: Xiang Fang, HKU Inflation Uncertainty: Measurement, Causes, and Consequences 1: Harvard Business School; 2: NYU Stern; 3: University of Michigan |
| 9:30am - 10:15am |
Track W6-2: Macro-Finance Location: Classroom 250 Chair: Alp Simsek, Yale University Discussant: Leyla Han, Boston University How Markets Process Macro News: The Importance of Investor Attention Federal Reserve Board |
| 10:30am - 11:15am |
Track W6-3: Macro-Finance Location: Classroom 250 Chair: Alp Simsek, Yale University Discussant: Zhengyang Jiang, Kellogg School of Management, Northwestern University Fluctuations in the Treasury General Account and their effect on the Fed’s balance sheet Federal Reserve Board |
| 11:30am - 12:15pm |
Track W6-4: Macro-Finance Location: Classroom 250 Chair: Alp Simsek, Yale University Discussant: Roberto Gomez Cram, LBS Under Pressure? Central Bank Independence Meets Blockchain Prediction Markets 1: UC Berkeley; 2: Warwick Business School; 3: HKUST Guangzhou |
| 1:45pm - 2:30pm |
Track W6-5: Macro-Finance Location: Classroom 250 Chair: Alp Simsek, Yale University Discussant: Andrea Presbitero, IMF Predicting Fiscal Armageddons The Wharton School, University of Pennsylvania |
| 2:45pm - 3:30pm |
Track W6-6: Macro-Finance Location: Classroom 250 Chair: Alp Simsek, Yale University Discussant: Yoshio Nozawa, University of Toronto The Global Credit Cycle 1: Federal Reserve Bank of New York; 2: CEPR and CESIfo |
| 8:30am - 9:15am |
Track TH6-1: International Finance Location: Classroom 250 Chair: Andrea Vedolin, Boston University Discussant: Leyla Han, Boston University Sovereign Credit Risk, U.S. Monetary Policy, and the Role of Financial Intermediaries 1: European Central Bank; 2: University of Wisconsin-Madison; 3: Federal Reserve Board of Governors |
| 9:30am - 10:15am |
Track TH6-2: International Finance Location: Classroom 250 Chair: Andrea Vedolin, Boston University Discussant: Kaushik Vasudevan, Purdue University Exchange Rate Expectations and Currency Demand University of Geneva and Swiss Finance Institute |
| 10:30am - 11:15am |
Track TH6-3: International Finance Location: Classroom 250 Chair: Andrea Vedolin, Boston University Discussant: Umang Khetan, University of Iowa Segmented Dollar Funding 1: University of Basel; 2: Swiss Finance Institute; 3: University of New South Wales, UNSW Business School |
| 11:30am - 12:15pm |
Track TH6-4: International Finance Location: Classroom 250 Chair: Andrea Vedolin, Boston University Discussant: Colin Ward, University of Alberta Monetary Policy Predicts Currency Movements 1: University of Warwick; 2: UCLA; 3: HKU |
| 1:45pm - 2:30pm |
Track TH6-5: International Finance Location: Classroom 250 Chair: Andrea Vedolin, Boston University Discussant: Todorov Karamfil, BIS Segmented Financial Integration London School of Economics |
| 2:45pm - 3:30pm |
Track TH6-6: International Finance Location: Classroom 250 Chair: Andrea Vedolin, Boston University Discussant: Lorena Keller, Texas A&M Managing Emerging Market Currency Risk 1: Columbia Business School; 2: University of Hong Kong |

