Recent Discussions

2026, Umass Isenberg Finance Conference: "Subjective Beliefs and the Portfolio Allocations of Institutional Investors" by Andonov, Couts, Goncalves, Loudis, and Rossi. [slides]

2026, HEC-McGill Winter Finance Workshop: "Demand Elasticity in Dynamic Asset Pricing" by He, Kondor, and Li. [slides]

2026, American Finance Association: "Structured Beliefs and Fund Investment: Fundamentals, Policy and Sentiment" by Gao, Xiong, and Yuan. [slides]

2025, Four Corners Finance Conference: "From Active to Passive: The Consequences for Demand Elasticity" by Behmaram. [slides]

2025, American Finance Association: "The Liquidity State-Dependence of Monetary Policy Transmission" by Tafti, Guimaraes, Pinter, and Wijnandts. [slides]

2023, UT Dallas Finance Conference: "Institutional Synergies and the Fragility of Loan Funds" by Emin, James, Li, and Lu. [slides]

2023, SFS Cavalcade: "What Drives Stock Prices in a Bubble?" by Chen, Liang, and Shi. [slides]

2022, China Financial Research Conference: "Knowledge is Power: A Field Experiment in the Chinese and US Stock Markets" by Wong, Xue, Zhang, and Zhao. [slides]

2022, Western Finance Association: "Dividend Momentum and Stock Return Predictability: A Bayesian Approach" by Antolin-Diaz, Petrella, and Rubio-Ramirez. [slides]

2022, Asian Finance Association: "Optimal Tax-Timing with Transaction Costs" by Dai, Lei, and Liu. [slides]

2022, SFS Cavalcade: "Neglected Peers in Merger Valuations" by Guo, Liu, and Tu. [slides]

2022, SFS Cavalcade: "Informed Trading Intensity" by Bogousslavsky, Fos, and Muravyev. [slides]

2021, Computational and Financial Econometrics Conference (CFE): "What Do the Portfolios of Individual Investors Reveal About the Cross-Section of Equity Returns?" by Betermier, Calvet, Knüpfer, and Kvaerner. [slides]

2021, China International Conference in Finance: "What drives liquidity in the Chinese credit bond markets?" by Mo and Subrahmanyam. [slides]

2021, Behavioral Finance Working Group: "Limited Attention and the Dynamics of Probability Weighting" by Schweizer and de Vries. [slides]

2020, NBER - Behavioral Finance: "Mutual Fund Flows and Performance in (Imperfectly) Rational Markets?" by Roussanov, Ruan, and Wei. [slides]

2020, Financial Management Association: "Investor Mix and Mutual Fund Performance: A Flow Based Measure of Relative Smartness" by Zhou, Li, Cai, and Keasey. [slides]

2020, Northern Management Association: "Valuation and Long-Term Growth Expectations" by Tengulov, Zechner, and Zwiebel. [slides]

2020, Midwest Finance Association: "Noise Trading and Asset Pricing Factors" by Huang, Song, and Xiang. [slides]

2020, Midwest Finance Association: "Exploited by Complexity" by Gao, Hu, Kelly, Peng, and Zhu. [slides]