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NBER-SAIF Conference on AI and Financial Markets
Organized by James M. Poterba and Yongxiang Wang
June 15-16, 2026
Zoom
Eastern Time
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Monday, June 15
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8:00 pm
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Opening Remarks
James Poterba, Massachusetts Institute of Technology and NBER
Yongxiang Wang, Shanghai Advanced Institute of Finance (SAIF), Shanghai Jiao Tong University |
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Session I: Data, AI, and Markets
Chair: Feng Li, Shanghai Advanced Institute of Finance (SAIF), Shanghai Jiao Tong University |
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8:10 pm
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The Missing Value of Data
Ankit Bhutani, Columbia University
Guillermo Ordoñez, University of Pennsylvania and NBER
Laura Veldkamp, Columbia University and NBER
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8:45 pm
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Data, Markups, and Asset Prices
Alexandre Corhay, University of Toronto
Kejia Hu, University of Oxford
Jun E. Li, University of Warwick
Jincheng Tong, University of Toronto
Chi-Yang Tsou, University of Manchester
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9:20 pm
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Break
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Session II: AI and Financial Decisions
Chair: Laura Veldkamp, Columbia University and NBER |
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9:30 pm
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Artificial Intelligence Asset Pricing Models
Bryan T. Kelly, Yale University and NBER
Boris Kuznetsov, École Polytechnique Fédérale de Lausanne (EPFL)
Semyon Malamud, Swiss Finance Institute
Teng Andrea Xu, AQR Capital Management
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10:05 pm
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Mimicking Finance
Lauren Cohen, Harvard University and NBER
Yiwen Lu, University of Pennsylvania
Quoc H. Nguyen, DePaul University
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10:40 pm
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Soft Information, Hard Decisions: AI Advising
Jing Huang, Texas A&M University
Shumiao Ouyang, University of Oxford
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11:15 pm
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Adjourn
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Tuesday, June 16
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Session III: AI and Labor Inputs
Chair: Xiaoyun Yu, Shanghai Advanced Institute of Finance (SAIF), Shanghai Jiao Tong University |
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8:00 am
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AI (at Work) in Finance
Christos Makridis, Arizona State University
Erik Brynjolfsson, Stanford University and NBER
Sophia Kazinnik, Stanford University
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8:35 am
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The Household Impact of Generative AI: Evidence from Internet Browsing Behavior
Michael Blank, Stanford University
Gregor Schubert, University of California, Los Angeles
Miao Ben Zhang, University of Southern California
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9:10 am
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Break
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Session IV: Innovation, Regulation, and AI
Chair: Viral Acharya, New York University and NBER |
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9:20 am
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AI and Productivity: The Role of Innovation
Viral V. Acharya, New York University and NBER
Xuehua Shao, University of New South Wales
Zhaoxia Xu, University of New South Wales
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9:55 am
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Prompted to Start: How Generative AI is Transforming Entrepreneurship
Jan Bena, University of British Columbia
Bo Bian, University of British Columbia
Mariassunta Giannetti, Stockholm School of Economics
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10:30 am
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Financial Regulation and AI: A Faustian Bargain?
Christopher Clayton, Yale University and NBER
Antonio Coppola, Stanford University
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11:05 am
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Concluding Remarks and Adjourn
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