Below is the 2022 program featuring 10 papers selected from 509 submissions.
Thursday, April 28
6:00 Welcome Reception at Postmaster’s Pub
Friday, April 29
9:00 Breakfast
9:30 Session One Chair: Jarrad Harford (University of Washington)
What do the Portfolios of Individual Investors Reveal about the Cross-section of Equity Returns?
Sebastien Betermier (McGill University), Laurent Calvet (EDHEC), Samuli Knupfer (BI Norwegian), Jens Kvaerner (Tilburg)
- Discussant: Justin Birru (Ohio State University)
Bargaining with Private Equity: Implications for Hospital Prices and Patient Welfare
Tong Liu (University of Pennsylvania)
- Discussant: Katharina Lewellen (Dartmouth College)
Coffee Break
Private Renegotiations and Government Interventions in Debt Chains
Vincent Glode (University of Pennsylvania) and Christian Opp (University of Rochester)
- Discussant: Jason Donaldson (Washington University, St Louis)
12:00 Lunch
12:45 Session Two Chair: Ed Van Wesep (University of Colorado, Boulder)
Index Providers: Whales Behind the Scene of ETFs
Yu An (Johns Hopkins University), Matteo Benetton (UC Berkeley), Yang Song (University of Washington)
- Discussant: Matt Ringgenberg (University of Utah)
Song Ma (Yale University)
- Discussant: Larry Schmidt (Massachusetts Institute of Technology)
2:15 Depart for Keeneland
6:00 Dinner at Tony’s
Saturday, April 30
9:00 Breakfast
9:30 Session Three Chair: Veronika Pool (Vanderbilt University)
Laura Lindsey (Arizona State University), Seth Pruitt (Arizona State University), Christoph Schiller (Arizona State University)
- Discussant: Sam Hartzmark (University of Chicago)
Investing with the Government: A Field Experiment in China
Emanuele Colonnelli (University of Chicago), Bo Li (Tsinghua), Ernest Liu (Princeton University)
- Discussant: Matt Denes (Carnegie Mellon University)
Coffee Break
Beliefs and Portfolios: Causal Evidence
Johannes Beutel (Deutsche Bundesbank) and Michael Weber (University of Chicago)
- Discussant: Michaela Pagel (Columbia University)
12:00 Lunch
12:45 Session Four Chair: Tom Bates (Arizona State University)
Trading by Professional Traders: An Experiment
Marco Cipriani (New York Fed), Roberta De Filippis (University College London), Antonio Guarino (University College London), Ryan Kendall (University College London)
- Discussant: Juhani Linnainmaa (Dartmouth College)
Consumer Choice and Corporate Bankruptcy
Samuel Antill (Harvard University) and Megan Hunter (Boston College)
- Discussant: Jonathan Cohn (University of Texas, Austin)
2:15 Conference Ends
2:45 Optional Bourbon Tasting at Belle’s