Friday, February 27, 2026

8:00 – 9:30 a.m. Session I

Session Chair: Jeffrey Zwiebel (Stanford University)

Insuring Climate Risks in Integrated Markets
Deeksha Gupta (John Hopkins University), Michael Sockin (UT Austin), Jan Starmans (Stockholm School of Economics)
Discussant: Goutham Gopalakrishna (University of Toronto)

Power banks: do tax equity investors add value to renewable power projects?
Daniel Garrett (University of Pennsylvania), Sophie Shive (University of Notre Dame)
Discussant: Mathias Kruttli (Indiana University)

10:00 a.m. – 12:00 p.m. Session II

Session Chair: Wayne Ferson (University of Southern California)

Dinner Table Alphas
Sean Cao (University of Maryland), Huaizhi Chen (UT Dallas), Lauren Cohen (Harvard Business School), Tianchen (Hugo) Zhao (University of Maryland)
Discussant: Caitlin Dannhauser (Villanova)

Venture Fraud
Alexander Dyck (University of Toronto), Freda Fang (University of Toronto), Camille Herbert, (University of Toronto), Ting Xu (University of Toronto)
Discussant: Minmo Gahng (Cornell)

Hedging or Healing: How Business Cycle Exposure Affects the Safety Net
Kimberly Cornaggia (Penn State University), Xuelin Li (Columbia Business School), Zihan Ye (University of Tennessee)
Discussant: Ashvin Gandhi (UCLA)

Saturday, February 28, 2026

8:00 – 9:20 a.m. Session III

Session Chair: David Schreindorfer (Michigan State University)

(Why) Have Financial Markets Become More Volatile? The Role Of Market Index Trading
Lars A. Lochstoer (UCLA), Tyler Muir (UCLA)
Discussant: Joren Koeter (Erasmus University)

How (Not) to Identify Demand Elasticities in Dynamic Asset Markets 
Jules H. van Binsbergen (Wharton), Benjamin David (Wharton), Christian C. Opp (University of Rochester)
Discussant: Zhiguo He (Stanford)

9:40 – 11:00 a.m. Session IV

Session Chair: Steve Swidler (Lafayette College)

Corporate Horizons
Ian Appel (UVA Darden), Christoph Herpfer (University of Virginia)
Discussant: Nadya Malenko (Boston College)

Foreign Tax Policy Hits Home: Cross-Border Dividend Tax Shocks, Corporate Payout and Investment Responses
Jeffrey L. Coles (University of Utah), Tingyun Lin (University of Utah), Nathan Seegert (Northeastern University)
Discussant: Jean-Marie Meier (UT Dallas)

11:20 a.m. – 12:40 p.m. Session V

Session Chair: Scott Cederburg (University of Arizona)

Margins as Canaries in the Coal Mine
Christian Kubitza (European Central Bank), Martin Oehmke (London School of Economics & Political Science) 
Discussant: Anjan Thakor (Washington University)

How Housing Supply Expansions Reshape Cities
Marco Giacoletti (University of Notre Dame), Matthijs Korevaar (Erasmus University), Franklin Qian (UNC-Chapel Hill)
Discussant: Lakshmi Naaraayanan (London Business School)