Program

Tuesday September 28

13.30-13.40 Welcome: Per Strömberg & Vincent Maurin (SHoF)

Session A
Chair: Michał Dzieliński (SBS)

13.40-14.20 Disagreement between investors and Analysts: How Do Expectations of Investors Deviate from that of Analysts?
Hendro Sugandi (SSE)
Discussant: Michał Dzieliński (SBS)

14.20-15.00 Market Centralization, Liquidity, and Efficiency
Chengcheng Qu (SBS)
Discussant: Roberto Ricco (NHH)

15.00-15.20 Break

Session B
Chair: Karin Kinnerud (BI Oslo)

15.20-16.00 Inflation Persistence, Dispersed Information and the Phillips Curve
José Elías Gallegos Dago (IIES)
Discussant: Peter Lihn Jorgensen (CBS)

16.00-16.40 A Bewley Model with Portfolio Choice
Gualtiero Azzalini (IIES)
Discussant: Karin Kinnerud (BI Oslo)

16.40-17.00 Break

17.00-17.45 Keynote by Magnus Dahlquist (SSE Peter Wallenberg Professor of Finance).
“Pricing Currency Risks”

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Wednesday September 29

Session C
Chair: Christian Thomann (SHoF)

09.00-09.40 The Effect of Financial Constraints on Inventory Holdings
Emil Bustos (SSE)
Discussant: Johan Cassel (HBS)

09.40-10.20 The Acquisition Option and Start-up Innovations
Katarina Warg (SSE)
Discussant: Christian Thomann (SHoF)

10.20-10.40 Break

Session D
Chair: Ran Xing (SBS)

10.40-11.20 Is Flood Risk Priced in Bank Returns?
Valentin Schubert (SSE)
Discussant: Gustav Martinsson (KTH)

11.20-12.00 Expectations of Active Mutual Fund Performance
Felix Wilke (SSE)
Discussant: Ran Xing (SBS)

12.00-12.15 Break

12.15-12.30 Award of the Best PhD Paper Prize in the memory of Ola Bengtsson Best Discussant Award

12.30 Adjourn