August 23: Program

The second day of the conference is around presentations of research papers with comments by invited discussants.

Session 1:	Geopolitical Risks and Firm Operations
	Chair: Mariassunta Giannetti, Swedish House of Finance at the Stockholm School of Economics
08:30 – 09:00	Coffee and Registration
09:00 – 09:45	Global Supply Chain Disruptions and Product Market Competition
	Gordon Phillips, Dartmouth
	Discussant: Nuri Ersahin, Southern Methodist University
09:45 – 10:30	Efficiency or resiliency? Corporate choice between financial and operational hedging
	Yakov Amihud, New York University
	Discussant: Dong Yan, Swedish House of Finance at the Stockholm School of Economics
10:30 – 11:00	Coffee
Session 2:	Geopolitical Risks and Investments
	Chair: Tobias Sichert, Swedish House of Finance at the Stockholm School of Economics
11:00 – 11:45	Financing Infrastructure in the Shadow of Expropriation
	Cecilia Parlatore, New York University
	Discussant: Vincent Maurin, Swedish House of Finance at the Stockholm School of Economics
11:45 – 12:30	Economic Policy Uncertainty and Global Portfolio Allocations
	Russ Wermers, University of Maryland
	Discussant: Roberto Tubaldi, BI Oslo
12:30 – 14:00	Lunch at Conference Venue
Session 3:	Geopolitical Risks and International Trade
	Chair: Alvin Chen, Swedish House of Finance at the Stockholm School of Economics
14:00 – 14:45	Trade Uncertainty and U.S. Bank Lending
	Camelia Minoiu, Federal Reserve Bank of Atlanta
	Discussant: Andrea Polo, LUISS
14:45 – 15:30	Do Geopolitical Risks Raise or Lower Inflation?
	Dario Caldara, Federal Reserve Board
	Discussant: Riccardo Sabbatucci, Swedish House of Finance at the Stockholm School of Economics
15:30 – 15:45	Conference Adjournment & Coffee