Inaugural Conference 2020 (Nov 13 & 20, 2020)

Virtual due to COVID-19

Presentations:  

David Baqaee (UCLA):  "Supply-Side Effects of Monetary Policy"

Yixin Chen (Rochester):  "Long-term Discount Rates in the Cross Section of Stocks" 

Thummim Cho (LSE):  "Asset Pricing with Price Levels"

Niels Gormsen (Chicago):  "Firms’ Perceived Cost of Capital"

Zhengyang Jiang (Northwestern):  "The U.S. Public Debt Valuation Puzzles"

Eben Lazarus (MIT):  "Valuation in a Time of Scarcity"

Robert Richmond (NYU):  "Which Investors Matter for Equity Valuations and Expected Returns?" 

Andrea Tamoni (Rutgers): "Factor Models with Drifting Prices" 

David Zeke (USC):  "Risk-Adjusted Capital Allocation and Misallocation" 

Irina Zviadadze (HEC):  "Monetary Policy Risk: Rule vs Discretion" 

Organizers: Thummim Cho, Niels Gormsen, and Andrea Tamoni