SI 2026 Corporate Finance

Antoinette Schoar and Amir Sufi, Organizers

July 13-14, 2026

Ballroom A

Format: 20 minutes for the author, 15 minutes for the discussant, 15 minutes for Q&A.

Conference Code of Conduct

Monday, July 13
10:30 am
Introductions
10:40 am
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

What (Small) Firms Don't Do With Cash Windfalls
11:30 am
Morten Bennedsen, University of Copenhagen
Margarita Tsoutsoura, Washington University in St. Louis and NBER
Daniel Wolfenzon, Columbia University and NBER

The Talent Gap in Family Firms
12:20 pm
Lunch
1:30 pm
Murillo Campello, University of Florida and NBER
Gustavo S. Cortes, University of Florida
Sergio H. Rocha, Monash University

Dissecting the Product Market Consequences of Bankruptcy: Evidence from 300 Million Retail Transactions
2:00 pm
Break
2:50 pm
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

Rising Customer Durability, Falling Business Dynamism
3:40 pm
Marina Gertsberg, University of Melbourne
Michaela Pagel, Washington University in St. Louis and NBER
Ekaterina Volkova, University of Melbourne

Him Too? Analyzing the Effects of Epstein Connections
4:30 pm
Adjourn
Tuesday, July 14
9:10 am
Amy W. Huber, University of Pennsylvania
Stefan J. Huber, University of Pennsylvania
Bella Jinqi. Shan, University of Pennsylvania
Christina Zhu, University of Pennsylvania

Buying from the Family: Private Equity-Owned Insurers and Their Affiliated Investments
10:00 am
Break
10:30 am
Ulf Axelson, London School of Economics and Political Science (LSE)
Igor Makarov, London School of Economics and Political Science (LSE)

Leveraging to Lend: A Theory of Lax Credit
11:20 am
Nittai K. Bergman, Tel Aviv University
Alejandro Casado, Banco de España
Rajkamal Iyer, Imperial College London
Itay Saporta-Eksten, Tel Aviv University

Estimating the Impact of Loan Supply Shocks
12:10 pm
Lunch
1:10 pm
Viral V. Acharya, New York University and NBER
Raghuram Rajan, The University of Chicago and NBER
Zhi Quan (Bill) Shu, New York University

When is Less More? Bank Arrangements for Liquidity vs Central Bank Support
2:00 pm
Jian Li, Columbia University
Yiming Ma, Columbia University and NBER
Caterina Mendicino, European Central Bank
Dominik Supera, Columbia University

Bank to Non-Bank Lending and the Reallocation of Credit
2:50 pm
Break
3:20 pm
Matteo Benetton, University of California, Berkeley
Benjamin M. Hébert, Stanford University and NBER
Timothy McQuade, University of California, Berkeley and NBER

Deposit Competition Beyond Rates
4:10 pm
Sergey Chernenko, Purdue University
David S. Scharfstein, Harvard University and NBER

Private Credit and Financial Stability
5:00 pm
Adjourn