Friday, April 8
6:00 pm
Dinner, Renaissance Ballroom at the Intercontinental Chicago
Speaker: Stijn Van Nieuwerburgh, Columbia University and NBER
Saturday, April 9
8:30 am
Continental Breakfast
9:00 am

Institutional Corporate Bond Pricing (slides)

Lorenzo Bretscher, University of Lausanne
Lukas Schmid, University of Southern California
Ishita Sen, Harvard University
Varun Sharma, London Business School

Discussant:
Robin Greenwood, Harvard University and NBER
9:50 am

How Competitive is the Stock Market? Theory, Evidence from Portfolios, and Implications for the Rise of Passive Investing

Valentin Haddad, University of California, Los Angeles and NBER
Paul Huebner, Stockholm School of Economics
Erik Loualiche, University of Minnesota

Discussant:
Philip Bond, University of Washington
10:40 am
Break
11:10 am

Capital Commitment

Ludovic Phalippou, University of Oxford
Elise Gourier, ESSEC Business School
Mark Westerfield, University of Washington

Discussant:
Morten Sorensen, Dartmouth College and NBER
12:00 noon
Lunch - King Arthur Court
1:00 pm

The ESG-Innovation Disconnect: Evidence from Green Patenting

Lauren Cohen, Harvard University and NBER
Umit Gurun, University of Texas at Dallas
Quoc Nguyen, DePaul University

Discussant:
Harrison Hong, Columbia University and NBER
1:50 pm

Strategic Asset Allocation for Sovereign Wealth Funds

Alexander Michaelides, Imperial College London
Yuxin Zhang, Imperial College London

Discussant:
Fredrik Willumsen, Norges Bank Investment Management
2:40 pm
Break
3:10 pm

Getting to the Core: Inflation Risks Within and Across Asset Classes (slides)

Xiang Fang, University of Hong Kong
Yang Liu, University of Hong Kong
Nikolai Roussanov, University of Pennsylvania and NBER

Discussant:
Michael Weber, University of Chicago and NBER
4:00 pm
Adjourn