Talks
Subjective Beliefs in Asset Pricing
Keynote lecture at Experimental Finance Conference 2021
Investor expectations, asset prices, and corporate policies
Keynote lecture at COAP conference at Cass Business School 2019 in London
Remarks at NBER Panel on Future of Asset Pricing: Models of Beliefs
Subjective Beliefs in Asset Pricing
Lecture at Yale Summer School in Behavioral Finance 2019
Princeton Lectures in Finance 2019: Machine Learning and Asset Pricing
Slides for Day 1
Slides for Day 2
Reconciling Survey Expectations and Asset Prices
Keynote lecture at Research in Behavioral Finance Conference 2018 in Amsterdam
Discussions
Portfolio Choice with Model Misspecification: A Foundation for Alpha and Beta Portfolios
(by R. Uppal and P. Zaffaroni)
Western Finance Association Meetings, June 2016
Recreating the South Sea Bubble: Insights from an Experiment in Financial History
(by G. Giusti, C. Noussair, and H.-J. Voth)
American Economic Association Meetings, January 2016
Reverse Mortgages: What Homeowners (Don’t) Know and How It Matters
(by T. Davidoff, P. Gerhard, and T. Post)
Gutmann Symposium Vienna, August 2015
Learning By Doing: The Value Of Experience And The Origins Of Skill For Mutual Fund Managers
(by E. Kempf, A. Manconi, and O. Spalt)
WFA Meeting, June 2015
No-Bubble Condition: Model-Free Tests in Housing Markets
(by S. Giglio, M. Maggiori, and J. Stroebel)
SFS Cavalcade, May 2015
A Model of Monetary Policy and Risk Premia
(by I. Drechsler, A. Savov, and P. Schnabl)
AFA Meetings, January 2015
The Shorting Premium and Asset Pricing Anomalies
(by I. Drechsler, and Q.F. Drechsler)
NBER Asset Pricing Meeting, November 2014
Advance Refunding Municipal Bonds
(by A. Ang, R. Green, and Y. Xing)
NBER Summer Institute Asset Pricing, July 2014
Estimating Private Equity Returns from Limited Partner Cash Flows
(by A. Ang, B. Chen, W.N. Goetzmann, and L. Phalippou)
NBER Corporate Finance Meeting, April 2014
Corporate Scandals and Household Stock Market Participation
(by M. Giannetti and T.Y. Wang)
Conference on Household Behavior in Risky Asset Markets at HBS, March 2014
Labor Market Experiences and Portfolio Choice: Evidence from the Finnish Great Depression
(by S. Knüpfer, E. Rantapuska, and M. Sarvimäki)
American Economic Association Meetings, January 2014
The End of Market Discipline: Investor Expectations of Implicit State Guarantees
(by V.V. Acharya, D. Anginer, and A.J. Warburton)
American Finance Association Meetings, January 2014
First Impressions: “System 1” Thinking and Stock Returns
(by N. Barberis, A. Mukherjee, and B. Wang)
Miami Behavioral Finance Conference, December 2013
Volatility Risk Premia and Exchange Rate Predictability
(by P. Della Corte, T. Ramadorai, and L. Sarno)
NBER Summer Institute, July 2013
Time-Varying Risk Aversion
(by L. Guiso, P. Sapienza, and L. Zingales)
Mitsui Life Conference, June 2013
Getting Better: Learning to Invest in an Emerging Stock Market
(by J.Y. Campbell, T. Ramadorai T, and B. Ranish)
NBER Behavioral Economics Meeting, April 2013
Market Expectations in the Cross-Section of Present Values
(by Kelly, B., and S. Pruitt)
American Finance Association Meetings, January 2013