Behavioral Finance Working Group Meeting
Organized by Nicholas C. Barberis
Supported by Bracebridge Capital and Fuller and Thaler Asset Management
April 18, 2026
Gleacher Center, Room 100, 450 North Cityfront Plaza Drive, Chicago, IL
Format: 25 minutes for the Presenters, 15 minutes for the Discussants, and 10 minutes of Q&A
Friday, April 17
6:00 pm
Group Dinner - Gleacher Center, Room 621
Saturday, April 18
8:30 am
Continental Breakfast
9:00 am

Financial Prediction Markets: A New Measure of Earnings Expectations

Roberto Gomez Cram, New York University
Yunhan Guo, London Business School
Theis I. Jensen, Yale University
Howard Kung, London Business School

Discussant:
Russell Jame, University of Kentucky
9:50 am

The Effect of Increasing Retirement Saving on Consumption, Balance Sheets, and Welfare.

Taha Choukhmane, Massachusetts Institute of Technology and NBER
Christopher Palmer, Massachusetts Institute of Technology and NBER

Discussant:
TBA
10:40 am
Break
11:10 am

Narratives, Belief Movements, and Economic Fluctuations

Tony Q. Fan, The University of Alabama
Tilman Fries, WZB Berlin Social Science Center

Discussant:
TBA
12:00 pm
Lunch
1:00 pm

The Psychology of Macroeconomic Expectations

Pedro Bordalo, University of Oxford
Nicola Gennaioli, Bocconi University
Florencio Lopez-de-Silanes, SKEMA Business School and NBER
Simon G. Schröder, Harvard University
Andrei Shleifer, Harvard University and NBER
Maarten van Rooij, Dutch Central Bank

Discussant:
Chen Lian, University of California, Berkeley and NBER
1:50 pm

Regulating Inaction: The Case of Price Walking

Jamie Coen, Imperial College London
Alessandro Gavazza, London School of Economics and Political Science (LSE)
Daniel Gottlieb, London School of Economics and Political Science (LSE)
Tarun Ramadorai, London School of Economics

Discussant:
Lulu Wang, Northwestern University
2:40 pm
Break
3:10 pm

Reference Points as Information

Mark Dean, Columbia University
Benjamin Enke, Harvard University and NBER
Thomas Graeber, Harvard University
Pietro Ortoleva, Princeton University

Discussant:
Nicholas C. Barberis, Yale University and NBER
4:00 pm
Adjourn