Behavioral Finance Working Group Meeting
Organized by Nicholas C. Barberis
Supported by Bracebridge Capital and Fuller and Thaler Asset Management
November 13, 2026
Royal Sonesta Hotel, 40 Edwin H. Land Blvd.,Cambridge, MA
Each 50 minute session: Presenter (25 mins), Discussant (15 mins), Q&A (10 mins)

Thursday, November 12

6:30 pm

Dinner

Friday, November 13

8:30 am

Breakfast

9:00 am

Machine Learning as a Tool for Theory Induction

Steven S. Ma, Harvard University
Sendhil Mullainathan, Massachusetts Institute of Technology and NBER
Ashesh Rambachan, Massachusetts Institute of Technology

Discussant:
Stefan Nagel, The University of Chicago and NBER

9:50 am

Do People Have Economic Expectations?

Peter Andre, Leibniz Institute for Financial Research SAFE
Felix Chopra, Frankfurt School of Finance & Management
Luca Michels, University of Bonn
Johannes Wohlfart, University of Cologne

Discussant:
Katherine B. Coffman, Harvard University

10:40 am

Break

11:10 am

Behavioral Inequality: The Contribution of Decision-Making Frictions to Inequality

Stefano DellaVigna, University of California, Berkeley and NBER
Tim de Silva, Stanford University
Rohan Jha

Discussant:
John Y. Campbell, Harvard University and NBER

12:00 pm

Lunch

1:00 pm

Memories and Tail Beliefs

Johannes Beutel, Deutsche Bundesbank
Valentin Stockerl, Deutsche Bundesbank

Discussant:
Zhongtian Chen, University of Wisconsin - Madison

1:50 pm

Do Household Biases Matter for Asset Prices?

Carter K. Davis, The Ohio State University
Samuli Knupfer, BI Norwegian Business School
Jens S. Kvaerner, Tilburg University
Bahar Sen-Dogan, Tilburg University
Petra Vokata, The Ohio State University

Discussant:
Philippe van der Beck, Harvard University

2:40 pm

Break

3:10 pm

Gambling for Goals

Costas Arkolakis, Yale University and NBER
Spencer Yongwook Kwon, Brown University
Dominic Russel, Harvard University
Claire Shi, Harvard University
Hyunjoo Yang, Sogang University

Discussant:
Xing Huang, Washington University in St. Louis

4:00 pm

Adjourn