Monday, July 17
12:00 noon
Lunch
1:00 pm

Small and Large Firms Over the Business Cycle

Nicolas Crouzet, Northwestern University
Neil Mehrotra, Federal Reserve Bank of Minneapolis

Discussant:
John C. Haltiwanger, University of Maryland and NBER
1:50 pm

Secular Trends and Technological Progress

Robin J. Döttling, Erasmus University Rotterdam
Enrico C. Perotti, University of Amsterdam

Discussant:
Dimitris Papanikolaou, Northwestern University and NBER
2:40 pm
Break
2:55 pm

Bank Lending in the Knowledge Economy

Giovanni Dell'Ariccia, International Monetary Fund
Dalida Kadyrzhanova, Board of Governors of the Federal Reserve System
Camelia Minoiu, Federal Reserve Bank of Atlanta
Lev Ratnovski, International Monetary Fund

Discussant:
Itay Goldstein, University of Pennsylvania and NBER
3:45 pm

The Collateralizability Premium

Hengjie Ai, University of Wisconsin - Madison
Jun Li, University of Warwick
Kai Li, Peking University
Christian Schlag, University Frankfurt

Discussant:
Adriano A. Rampini, Duke University and NBER
4:35 pm
Adjourn
Tuesday, July 18
12:00 noon
Lunch
1:00 pm

Mortgage Design in an Equilibrium Model of the Housing Market

Adam Guren, Boston University and NBER
Arvind Krishnamurthy, Stanford University and NBER
Timothy McQuade, University of California, Berkeley and NBER

Discussant:
Tomasz Piskorski, Columbia University and NBER
1:50 pm

Debt Relief and Credit Market Efficiency: Evidence from a Policy Experiment

Sankar De, Shiv Nadar University
Prasanna Tantri, Indian School of Business

Discussant:
Antoinette Schoar, Massachusetts Institute of Technology and NBER
2:40 pm
Break
2:55 pm

On the Asset Allocation of a Default Pension Fund

Magnus Dahlquist, Stockholm School of Economics
Ofer Setty, Tel Aviv University
Roine Vestman, Stockholm University

Discussant:
John Y. Campbell, Harvard University and NBER
3:45 pm

Investment Opportunities and the Sources of Lifetime Inequality

Kartik Athreya, Federal Reserve Bank of Richmond
Felicia Ionescu, Federal Reserve Board of Governors
Urvi Neelakantan, Federal Reserve Bank of Richmond
Ivan Vidangos, Federal Reserve Board of Governors

Discussant:
Gene Amromin, Federal Reserve Bank of Chicago
4:35 pm
Adjourn
Wednesday, July 19
12:00 noon
Lunch
12:45 pm

Incompleteness Shocks

Eduardo Dávila, Yale University and NBER
Thomas Philippon, New York University and NBER

Discussant:
Leonid Kogan, Massachusetts Institute of Technology and NBER
1:35 pm

Fiscal Multipliers and Financial Crises

Miguel Faria-e-Castro, Federal Reserve Bank of St. Louis

Discussant:
Jonathan A. Parker, Massachusetts Institute of Technology and NBER
2:25 pm
Break
2:40 pm

Misallocation or Risk-Adjusted Capital Allocation?

Joel David, Federal Reserve Bank of Chicago
Lukas Schmid, University of Southern California
David L. Zeke, Federal Reserve Board of Governors

Discussant:
Christian Opp, University of Rochester and NBER
3:30 pm

Import Competition and Household Debt

Jean-Noël Barrot, HEC Paris
Erik Loualiche, University of Minnesota
Matthew C. Plosser, Federal Reserve Bank of New York
Julien Sauvagnat, Bocconi University

Discussant:
Matthew J. Notowidigdo, University of Chicago and NBER
4:20 pm
Adjourn