SI 2026 Corporate Finance
Organized by Antoinette Schoar and Amir Sufi
July 13-14, 2026
Royal Sonesta Hotel, 40 Edwin H. Land Blvd., Cambridge, MA
Format: 20 minutes for the author, 15 minutes for the discussant, 15 minutes for Q&A.
Monday, July 13
10:30 am
Introductions
10:40 am

What (Small) Firms Don't Do With Cash Windfalls

Gabriel Chodorow-Reich, Harvard University and NBER
Adam Isen, Johns Hopkins University
Adi Sunderam, Harvard University and NBER
Eric Zwick, The University of Chicago and NBER

Discussant:
Christopher Palmer, Massachusetts Institute of Technology and NBER
11:30 am

The Talent Gap in Family Firms

Morten Bennedsen, University of Copenhagen
Margarita Tsoutsoura, Washington University in St. Louis and NBER
Daniel Wolfenzon, Columbia University and NBER

Discussant:
Jan Bena, University of British Columbia
12:20 pm
Lunch
1:30 pm

Dissecting the Product Market Consequences of Bankruptcy: Evidence from 300 Million Retail Transactions

Murillo Campello, University of Florida and NBER
Gustavo S. Cortes, University of Florida
Sergio H. Rocha, Monash University

Discussant:
Edie Hotchkiss, Boston College
2:00 pm
Break
2:50 pm

Rising Customer Durability, Falling Business Dynamism

Christopher R. Stewart, The University of Chicago
Li Azinovic-Yang, The University of Chicago
John D. Kepler, Stanford University
Ava Speros, The University of Chicago

Discussant:
François Gourio, Federal Reserve Bank of Chicago
3:40 pm

Him Too? Analyzing the Effects of Epstein Connections

Marina Gertsberg, University of Melbourne
Michaela Pagel, Washington University in St. Louis and NBER
Ekaterina Volkova, University of Melbourne

Discussant:
Yael Hochberg, Rice University and NBER
4:30 pm
Adjourn
Tuesday, July 14
9:10 am

Buying from the Family: Private Equity-Owned Insurers and Their Affiliated Investments

Amy W. Huber, University of Pennsylvania
Stefan J. Huber, University of Pennsylvania
Bella Jinqi. Shan, University of Pennsylvania
Christina Zhu, University of Pennsylvania

Discussant:
Victoria Ivashina, Harvard University and NBER
10:00 am
Break
10:30 am

Leveraging to Lend: A Theory of Lax Credit

Ulf Axelson, London School of Economics and Political Science (LSE)
Igor Makarov, London School of Economics and Political Science (LSE)

Discussant:
Christian C. Opp, University of Rochester and NBER
11:20 am

Estimating the Impact of Loan Supply Shocks

Nittai K. Bergman, Tel Aviv University
Alejandro Casado, Banco de España
Rajkamal Iyer, Imperial College London
Itay Saporta-Eksten, University of Manchester

Discussant:
Amir Sufi, The University of Chicago and NBER
12:10 pm
Lunch
1:10 pm

When is Less More? Bank Arrangements for Liquidity vs Central Bank Support

Viral V. Acharya, New York University and NBER
Raghuram Rajan, The University of Chicago and NBER
Zhi Quan (Bill) Shu, New York University

Discussant:
Jeremy C. Stein, Harvard University and NBER
2:00 pm

Bank to Non-Bank Lending and the Reallocation of Credit

Jian Li, Columbia University
Yiming Ma, Columbia University and NBER
Caterina Mendicino, European Central Bank
Dominik Supera, Columbia University

Discussant:
Wenxin Du, Harvard University and NBER
2:50 pm
Break
3:20 pm

Deposit Competition Beyond Rates

Matteo Benetton, University of California, Berkeley
Benjamin M. Hébert, Stanford University and NBER
Timothy McQuade, University of California, Berkeley and NBER

Discussant:
Gregor Matvos, Northwestern University and NBER
4:10 pm

Private Credit and Financial Stability

Sergey Chernenko, Purdue University
David S. Scharfstein, Harvard University and NBER

Discussant:
Giovanni Dell'Ariccia, International Monetary Fund
5:00 pm
Adjourn