Thursday, October 27
6:30pm
Group Dinner at the Intercontinental San Francisco, Room Intercon C
Friday, October 28
8:30 am
Continental Breakfast
9:00 am

Insensitive Investors

Constantin Charles, London School of Economics and Political Science (LSE)
Cary Frydman, University of Southern California
Mete Kilic, University of Southern California

Discussant:
Stefano Giglio, Yale University and NBER
10:00 am
Break
10:15 am

Asset Demand of US Households (slides)

Xavier Gabaix, Harvard University and NBER
Ralph S. J. Koijen, University of Chicago and NBER
Federico Mainardi, University of Chicago
Sangmin Oh, Columbia University
Motohiro Yogo, Princeton University and NBER

Discussant:
Tarun Ramadorai, Imperial College London
11:15 am
Break
11:30 am

Segmented Arbitrage

Emil Siriwardane, Harvard University and NBER
Adi Sunderam, Harvard University and NBER
Jonathan L. Wallen, Harvard University

Discussant:
Wenxin Du, Harvard University and NBER
12:30 pm
Lunch
1:30 pm
Panel - Monetary Policy Innovations: A Critical Review and Potential Paths Forward
Chair:
Annette Vissing-Jorgensen, Federal Reserve Board and NBER (slides)
Panelists:
Anil Kashyap, University of Chicago and NBER(slides)
Hélène Rey, London Business School and NBER, (slides)
Jeremy Stein, Harvard University and NBER (slides)
2:30 pm
Break
2:45 pm

International Capital Markets and Wealth Transfers

Magnus Dahlquist, Stockholm School of Economics
Christian Heyerdahl-Larsen, BI Norwegian Business School
Anna Pavlova, London Business School
Julien Pénasse, University of Luxembourg

Discussant:
Nikolai Roussanov, University of Pennsylvania and NBER
3:45 pm
Break
4:00 pm

Exorbitant Privilege Gained and Lost: Fiscal Implications

Zefeng Chen, Peking University
Zhengyang Jiang, Northwestern University and NBER
Hanno Lustig, Stanford University and NBER
Stijn Van Nieuwerburgh, Columbia University and NBER
Mindy Z. Xiaolan, University of Texas at Austin

Discussant:
Jonathan Payne, Princeton University
5:00 pm
Adjourn