Program

June 8, 2026

8.30 – 9.00 am. WELCOME and COFFEE 

Session 1.   9.00 – 10.30 am.  Chair:  TBD

9.00 - 9.45 am. "LLMs and Systematic Measurement Error"

Presenter: William Grieser (Oklahoma State University)

Discussant: Andrew Chen (Federal Reserve)

9.45 - 10.30 am. "Financial Regulation and AI: A Faustian Bargain?"

Presenter: Antonio Coppola (Stanford)

Discussant: Lauren Cohen (Harvard)

10.30 - 11.00 am. COFFEE BREAK

Session 2.   11.00 – 12.30 pm. Chair:  TBD

11.00 - 11.45 am.   "Generative AI and Entrepreneurship"

Presenter: Elena Simintzi (UNC)

Discussant: Gregor Schubert (UCLA) 

11.45 - 12.30 pm.  "AI in the Office  and the Factory: Evidence from Administrative Software Registry Data"

Presenter: Gustavo de Souza (Chicago Fed)

Discussant: TBD

12.30 – 1.30 pm.  LUNCH

Session 3.   1.30 – 3.00 pm.  Chair: TBD

1.30 - 2.15 pm.  "Generative AI and Investment Research: Evidence from Analyst Reports"

Presenter: Tengfei Zhang (Rutgers)

Discussant: Clifton Green (Emory)

2.15 - 3.00 pm.  "Artificial Intelligence, Productivity, and the Workforce: Evidence from Corporate Executives"

Presenter: John Graham (Duke)

Discussant: Paul Soto (Federal Reserve)

Session 4.   3.30 – 5.00 pm.  Chair:  TBD

3.15 - 4.00 pm.   "Compute, Complexity, and the Scaling Laws of Return Predictability"

Presenter: Luka Vulicevic (UC San Diego)

Discussant: TBD

4.00 - 4.45 pm.  "Financial Market Fragility in the Era of AI Planning"

Presenter: Winston Dou (University of Pennsylvania)

Discussant: Pete Kyle (UMD)

5.30 – 6.30 pm. COCKTAIL RECEPTION

6.30 – 8.30 pm. DINNER