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Programme

• Time
• Title

• Monday June 3

• Pre-conference Dinner (by invitation only)

  Departure from the lobby of the Thon Hotel Storo at 16:20. For those going on their own, please be at by 16:50 (see directions below)

• Tuesday June 4

• Registration and welcome address

• Session 1.

  Chair: Paul Ehling (BI)

• Untangling the Value Premium with Labor Shares

  See paper .

  Speaker: Andres Donangelo (UT Austin)

  Discussant: Bernard Dumas (INSEAD)

• The Origins and Effects of Macroeconomic Uncertainty

  See paper .

  Speakers: Francesco Bianchi (Duke), Howard Kung (LBS), and Mikhail Tirskikh (LBS)

  Discussant: Alessandro Graniero (BI)

• Coffee break

• Session 2.

  Chair. Costas Xiouros (BI)

• Aggregate Expected Investment Growth and Stock Market Returns

  Speakers: Jun Li (UT Dallas), Huijun Wang (Delaware), and Jianfeng Yu (Tsinghua)

  Discussant: Ilan Cooper

• Decomposing Firm Value

  See paper .

  Frederico Belo (Minnesota), Vito Gala (Wharton), Juliana Salomao (Minnesota), and Maria Ana Vitorino (INSEAD)
  Discussant: Iván Alfaro (BI)

• Lunch

• Session 3.

  Chair: Iván Alfaro (BI)

• q5

  See paper .

  Speakers: Kewei Hou (The Ohio State), Haitao Mo (Louisiana State), Chen Xue (University of Cincinnati, and Lu Zhang (The Ohio State)

  Discussant: Tatyana Marchuk (BI)

• The Leased Capital Premium

  See paper .

  Speakers: Kai Li (HKUST and Chi-Yang Tsou (HKUST)

  Discussant: Espen Henriksen (BI)

• Coffee break

• Session 4

• International R&D Spillovers and Asset Prices

  See paper .

  Speakers: Federico Gavazzoni (INSEAD) and Ana Maria Santacreu (Federal Reserve Bank of St.Louis)

  Discussant: Tong Zhang (BI)

• Conference Dinner (by invitation only)

  Departure from the lobby of the Thon Hotel Storo at 18:20. For those going on their own, please be at by 18:50 (see directions below)