2025 Program

6:00 PM

Welcome Reception at the Melodeon at the Grove

9:00 AM

Breakfast

9:30 PM

Session 1

• Chair: Burton Hollifield (Carnegie Mellon)
• Mental Models and Financial Forecasts
  • Authors: Francesca Bastianello (Chicago), Paul Decaire (ASU), Marius Guenzel (UPenn)
  • Discussant: Ricardo De La O (USC)
• Housing Is the Financial Cycle: Evidence from 100 Years of Local Building Permits
  • Authors: Gustavo Cortes (UF), Cameron LaPoint (Yale)
  • Discussant: Rawley Heimer (ASU)

Coffee Break (11:00 AM - 11:15 AM)

Session 1 cont.

• Real Effects of Rollover Risk: Evidence from Hotels in Crisis
  • Authors: Anthony DeFusco (UW-Madison), Charles Nathanson (Northwestern), Michael Reher
    (UCSD)
  • Discussant: Sean Flynn (Cornell)

12:00 PM

Lunch

12:45 PM

Session 2

• Chair: James Weston (Rice)
• When Protectionism Kills Talent
  • Authors: Mehmet Canayaz (Penn State), Isil Erel (OSU), Umit G. Gurun (UT Dallas), Yufeng Wu
    (OSU)
  • Discussant: Francesco D’Acunto (Georgetown)
• Labor Market Polarization and Student Debt
  • Authors: Sanket Korgaonkar (UVA), Elena Loutskina (UVA), Constantine Yannelis (Cambridge)
  • Discussant: Menaka Hampole (Yale)

2:15 PM

Depart for Keeneland

5:15 PM

Depart Keeneland for Dinner at Castle and Key Distillery

9:00 AM

Breakfast

9:30 AM

Session 1

• Chair: Marc Painter (SLU)
• Cash me if you can: ATM explosions, payment choice, and consumption
  • Authors: Esad Smajlbegovic (Erasmus), Theresa Spickers (UvAmsterdam), Daniel Urban
    (Erasmus), Michael Weber(Chicago)
  • Discussant: Olivia Kim (Harvard)
• Local Monetary Policy
  • Authors: Vyacheslav Fos (BC), Tommaso Tamburelli(BC), Nancy Xu (BC)
  • Discussant: Yuchen Chen (Illinois)

Coffee Break (11:00 AM - 11:15 AM)

Session 1 cont.

• Bank Financing of Supply Chains
  • Authors: Laura Alfaro (Harvard), Mariya Brussevich (IMF), Camelia Minoiu (FED), Andrea
    Presbitero (IMF)
  • Discussant: Daniel Carvalho (Indiana)

12:00 PM

Lunch

12:45 PM

Session 2

• Chair: Zoran Ivkovich (MSU)
• Debt Dictionaries
  • Authors: Jawad Addoum (Cornell), Vitaly Meursault (FED), Justin Murfin (Cornell)
  • Discussant: Diego Garcia (Colorado)
• The Debt Ceiling's Disruptive Impact: Evidence from Many Markets
  • Authors: William Cassidy (WashU), Shreye Mirani (WashU)
  • Discussant: Winston Dou (UPenn)

2:15 PM

Conference Ends

2:45 PM

Bourbon Tasting at Belle's