Behavioral Finance Meeting

Nicholas C. Barberis, Organizer

April 12-13, 2019

Gleacher Center, Room 100, 450 North Cityfront Plaza Drive, Chicago, IL

Conference Code of Conduct

Friday, April 12
6:00 pm
Joint Reception and Dinner at Gleacher Center, Room 621
Saturday, April 13
8:00 am
Continental Breakfast
8:30 am
Niels Joachim Gormsen, University of Chicago and NBER
Eben Lazarus, University of California, Berkeley

Expected Returns and Cash-Flow Growth
Discussant: Tobias J. Moskowitz, Yale University and NBER
9:30 am
Stefano Giglio, Yale University and NBER
Matteo Maggiori, Stanford University and NBER
Johannes Stroebel, New York University and NBER
Stephen Utkus, University of Pennsylvania

Five Facts About Beliefs and Portfolios
Discussant: Lars P. Hansen, University of Chicago and NBER
10:30 am
Break
11:00 am
Jordan Brooks, AQR Capital Management
Michael Katz, AQR Capital Management
Hanno Lustig, Stanford University and NBER

Post-FOMC Announcement Drift in U.S. Bond Markets (slides)
Discussant: Anna Cieslak, Duke University and NBER
12:00 pm
Lunch- Executive Dining Room
1:00 pm
Can Gao, University of St. Gallen
Ian Martin, London School of Economics

Volatility, Valuation Ratios, and Bubbles: An Empirical Measure of Market Sentiment
Discussant: Alan Moreira, University of Rochester and NBER
2:00 pm
Klakow Akepanidtaworn, University of Chicago
Rick Di Mascio, Inalytics Ltd
Alex Imas, University of Chicago and NBER
Lawrence Schmidt, Massachusetts Institute of Technology

Selling Fast and Buying Slow: Heuristics and Trading Performance of Institutional Investors
Discussant: Bronson Argyle, Brigham Young University
3:00 pm
Break
3:15 pm
Jessica Wachter, University of Pennsylvania and NBER
Michael J. Kahana, University of Pennsylvania

A Retrieved-Context Theory of Financial Decisions
Discussant: Cary Frydman, University of Southern California
4:15 pm
Adjourn