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Monday, July 13
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1:00 pm
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1:00 pm
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Firm Financing over the Business Cycle
Juliane Begenau, Stanford University and NBER
Juliana Salomao, University of Minnesota and NBER
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1:50 pm
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1:50 pm
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Lending Standards Over the Credit Cycle
Giacomo Rodano, Banca d'Italia
Nicolas Serrano-Velarde, Bocconi University
Emanuele Tarantino, LUISS and EIEF
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2:55 pm
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2:55 pm
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Capital Allocation and Productivity in South Europe
Gita Gopinath, International Monetary Fund
Sebnem Kalemli-Ozcan, Brown University and NBER
Loukas Karabarbounis, University of Minnesota and NBER
Carolina Villegas-Sanchez, ESADE Business School
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3:45 pm
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3:45 pm
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External Equity Financing Shocks, Financial Flows, and Asset Prices
Frederico Belo, INSEAD
Fan Yang, University of Connecticut
Xiaoji Lin, University of Minnesota
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Tuesday, July 14
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1:00 pm
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1:00 pm
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Drifting Apart: The Pricing of Assets when the Benefits
of Growth Are not Shared Equally
Nicolae B. Garleanu, Washington University in St Louis and NBER
Stavros Panageas, University of California, Los Angeles and NBER
Dimitris Papanikolaou, Northwestern University and NBER
Jianfeng Yu, Tsinghua University
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1:55 pm
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1:55 pm
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Competition, Markups and Predictable Returns
Alexandre Corhay, University of Toronto
Howard Kung, London Business School
Lukas Schmid, University of Southern California
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2:55 pm
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2:55 pm
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The Tail that Wags the Economy: Belief-Driven Business Cycles and Persistent Stagnation
Julian Kozlowski, Federal Reserve Bank of St. Louis
Laura Veldkamp, Columbia University and NBER
Venky Venkateswaran, New York University and NBER
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3:45 pm
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3:45 pm
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External Financing and the Role of Financial Frictions over the Business Cycle: Measurement and Theory
Ariel Zetlin-Jones, Carnegie Mellon University
Ali Shourideh, Carnegie Mellon University
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Wednesday, July 15
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1:00 pm
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1:00 pm
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Loan Originations and Defaults in the Mortgage Crisis: The Role of the Middle Class
Manuel Adelino, Duke University and NBER
Antoinette Schoar, Massachusetts Institute of Technology and NBER
Felipe Severino, Dartmouth College
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1:55 pm
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1:55 pm
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Does Government Intervention affect Banking Globalization?
Anya V. Kleymenova, Board of Governors of the Federal Reserve System
Andrew K. Rose, National University of Singapore
Tomasz Wieladek, London Business School
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2:55 pm
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2:55 pm
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Household Risk Management
Adriano A. Rampini, Duke University and NBER
S. Vish Viswanathan, Duke University and NBER
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3:45 pm
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The Failure of Supervisory Stress Testing: Fannie Mae, Freddie Mac, and OFHEO
Scott Frame, Structured Finance Association
Kristopher Gerardi, Federal Reserve Bank of Atlanta
Paul S. Willen, Federal Reserve Bank of Boston and NBER
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