Friday, April 10
10:00 am
Opening comments
Focus Session: ESG and climate risk
10:10 am

Pricing Poseidon: Extreme Weather Uncertainty and Firm Return Dynamics

Mathias Kruttli, Indiana University
Brigitte Roth Tran, Federal Reserve Bank of San Francisco
Sumudu W. Watugala, Indiana University

Discussant:
Andrea Vedolin, Boston University and NBER
11:05 am

Sustainable Investing in Equilibrium (slides)

Lubos Pastor, University of Chicago and NBER
Robert F. Stambaugh, University of Pennsylvania and NBER
Lucian A. Taylor, University of Pennsylvania

Discussant:
Harrison Hong, Columbia University and NBER
12:00 pm

The Financial Origins of the Rise and Fall of American Inflation

Itamar Drechsler, University of Pennsylvania and NBER
Alexi Savov, New York University and NBER
Philipp Schnabl, New York University and NBER

Discussant:
John H. Cochrane, Stanford University and NBER
1:00 pm
Panel discussion on "The implications of the corona virus for financial markets, financial stability, and economic growth"
Jeremy C. Stein, Harvard University and NBER, Moderator
Charles Himmelberg, chief markets economist and head of Global Markets Research at Goldman Sachs
Laurence Boone, Chief Economist of the OECD (slides)
Seth Carpenter. U.S. Chief Economist UBS
2:00 pm
Break
2:20 pm

The Risks of Safe Assets

Yang Liu, The University of Hong Kong (HKU)
Lukas Schmid, University of Southern California
Amir Yaron, University of Pennsylvania and NBER

Discussant:
Arvind Krishnamurthy, Stanford University and NBER
3:15 pm

Common Shocks in Stocks and Bonds

Anna Cieslak, Duke University and NBER
Hao Pang, University of Texas at Dallas

Discussant:
Monika Piazzesi, Stanford University and NBER
4:10 pm

Redrawing the Map of Global Capital Flows: The Role of Cross-Border Financing and Tax Havens

Antonio Coppola, Stanford University
Matteo Maggiori, Stanford University and NBER
Brent Neiman, University of Chicago and NBER
Jesse Schreger, Columbia University and NBER

Discussant:
Gabriel Zucman, University of California, Berkeley and NBER
5:00 pm
Adjourn
Saturday, July 11
3:30 pm

Redrawing the Map of Global Capital Flows: The Role of Cross-Border Financing and Tax Havens (slides)

Antonio Coppola, Stanford University
Matteo Maggiori, Stanford University and NBER
Brent Neiman, University of Chicago and NBER
Jesse Schreger, Columbia University and NBER

Discussant:
Pierre-Olivier Gourinchas, University of California, Berkeley and NBER (slides)
Thursday, October 22
11:30 am

Redrawing the Map of Global Capital Flows: The Role of Cross-Border Financing and Tax Havens

Antonio Coppola, Stanford University
Matteo Maggiori, Stanford University and NBER
Brent Neiman, University of Chicago and NBER
Jesse Schreger, Columbia University and NBER

Discussant:
Francis E. Warnock, University of Virginia and NBER