Friday, April 16

10:00 am

Partial Equilibrium Thinking in General Equilibrium

Francesca Bastianello, University of Chicago
Paul Fontanier, Yale University

Discussant:
J. Aislinn Bohren, University of Pennsylvania

10:45 am

Benchmarking Intensity

Anna Pavlova, London Business School
Taisiya Sikorskaya, University of Chicago

Discussant:
Robin Greenwood, Harvard University and NBER

11:30 am

Break

11:45 am

Is There A Replication Crisis In Finance?

Theis I. Jensen, Yale University
Bryan T. Kelly, Yale University and NBER
Lasse H. Pedersen, Copenhagen Business School

Discussant:
Neil Shephard, Harvard University

12:30 pm

Break

1:30 pm

Reactions to News and Reasoning By Exemplars

Spencer Yongwook Kwon, Brown University
Johnny Tang, Cornell University

Discussant:
David H. Solomon, Boston College

2:15 pm

Real Cash Flow Expectations and Asset Prices

Ricardo De la O, University of Southern California
Sean Myers, University of Pennsylvania

Discussant:
Lars A. Lochstoer, University of California, Los Angeles and NBER

3:00 pm

Break

3:30 pm

Horizon Bias in Expectations Formation

Stefano Cassella, Tilburg University
Benjamin Golez, University of Notre Dame
Huseyin Gulen, Purdue University
Peter Kelly, University of Notre Dame

Discussant:
Andrew Caplin, New York University and NBER

4:15 pm

Adjourn