Thursday
6:00 Welcome Reception
Friday
8:45 Breakfast
9:30 Welcome Remarks
9:45 Session One, Chair: Kerry Back
Mutual Fund Flows and Fluctuations in Credit and Business Cycles
Azi Ben-Rephael (Indiana University), Jaewon Choi (University of Illinois), Itay Goldstein (University of Pennsylvania)
- Discussant: Miguel Ferreira (Nova Business School)
Samuel Hartzmark (University of Chicago), David Solomon (University of Southern California)
- Discussant: Zoran Ivkovich (Michigan State University)
Coffee Break
Hidden in Plain Sight. Equity Price Discovery with Informed Private Debt
Jawad M. Addoum (Cornell University), Justin R. Murfin (Yale University)
- Discussant: Matthew Ringgenberg (University of Utah)
11:45 Lunch and Keynote Address by Lauren Cohen
1:00 Session Two, Chair: Ed Van Wesep
Do Labor Markets Discipline? Evidence from RMBS Bankers (not publicly circulated)
John M. Griffin (University of Texas at Austin), Samuel Kruger (University of Texas at Austin), Gonzalo Maturana (Emory University)
- Discussant: Kelly Shue (University of Chicago)
Do Lenders Promote the Revelation of Bad News? - Evidence from Lender-side Loan Defaults
Janet Gao (Indiana University), Chuchu Liang (Cornell University), Kenneth Merkley (Cornell University), Joseph Pacelli (Indiana University)
- Discussant: Audra Boone (Texas Christian University)
Coffee Break
What’s a Brand Worth? Trademark Protection, Profits and Product Quality
Davidson Heath (University of Utah), Chris Mace (University of Utah)
- Discussant: Umit Gurun (University of Texas at Dallas)
3:00 Depart for Keeneland
5:30 Depart for Woodford Reserve
6:00 Tour and Dinner at Woodford Reserve
Saturday
9:00 Breakfast
9:30 Session Three, Chair: Matt Spiegel
Technology Adoption Across Generations: Financial Fitness in the Information Age
Bruce Carlin (UCLA), Arna Olafsson (Copenhagen Business School), Michaela Pagel (Columbia University)
- Discussant: Scott Weisbenner (University of Illinois)
Is Private Equity Good for Consumers?
Cesare Fracassi (University of Texas at Austin), Alessandro Previtero (Indiana University), Albert Sheen (University of Oregon)
- Discussant: Laura Lindsay (Arizona State University)
Coffee Break
Shock Propagation and Banking Structure
Mariassunta Giannetti (Stockholm School of Economics), Farzad Saidi (Stockholm School of Economics)
- Discussant: Mitchell Petersen (Northwestern University)
11:30 Lunch
12:15 Session Four, Chair: Kai Li
Erik P. Gilje (University of Pennsylvania), Elena Loutskina (University of Virginia), Daniel Murphy (University of Virginia)
- Discussant: Mike Faulkender (University of Maryland)
Anti-Collusion Enforcement: Justice for Consumers and Equity for Firms
Sudipto Dasgupta (Hong Kong University of Science and Technology), Alminas Zaldokas (HKUST)
- Discussant: Chris James (University of Florida)
Coffee Break
Text-Based Analysis of Corporate Innovation
Gustaf Bellstam (University of Colorado), Sanjai Bhagat (University of Colorado), Tony Cookson (University of Colorado)
- Discussant: Song Ma (Yale University)
2:15 Optional Post-Conference Activities: Guided Bourbon Tasting or Thoroughbred Horse Farm Tour