AMF V Agenda

Friday, September 26, 2014

12:00-1:00pm: Lunch and Welcome


Misspecified Recovery 
Jaroslav Borovicka (New York University)
Lars Peter Hansen (University of Chicago)
Jose Scheinkman (Columbia and Princeton University)
Discussant: Mikhail Chernov (UCLA)

Dynamic Dispersed Information and the Credit Spread Puzzle 
Elias Albagli (Central Bank of Chile)
Christian Hellwig (Toulouse School of Economics)
Aleh Tsyvinski (Yale University)
Discussant: Todd Walker (Indiana University)

•3:00-3:30pm:  Break 



Optimal Debt and Profitability in the Tradeo. Theory 
Andrew Abel (University of Pennsylvania)
Discussant: Toni Whited (University of Rochester)

Agency Conflicts Around the World 
Erwan Morellec (EPF Lausanne)
Boris Nikolov (University of Lausanne)
Norman Schurhoff (University of Lausanne)
Discussant: Murray Carlson (University of British Columbia)

•7:00-11:00pm:  Cocktails and Dinner

Saturday, September 27, 2014



Investor Sophistication and Capital Income Inequality 
Marcin Kacperczyk (Imperial College)
Jaromir Nosal (Columbia University)
Luminita Stevens (University of Maryland)
Discussant: Stavros Panageas (University of Chicago)

Financial Distress and Endogenous Uncertainty 
Francois Gourio (Federal Reserve Bank of Chicago)
Discussant: Joao Gomes (University of Pennsylvania)

• 12:00-1:00: Lunch

• 1:00-3:00pm: 


Taxing Atlas: Using Firm Data to Derive Optimal Income Tax Rates 
Laurence Ales (Carnegie Mellon University)
Andres Bellofatto (Carnegie Mellon University)
Jessie Wang (Carnegie Mellon University)
Discussant: Adriano Rampini (Duke University)

Technological Specialization and Corporate Diversification 
Fernando Anjos (University of Texas at Austin)
Cesare Fracassi (University of Texas at Austin)
Discussant: Vojislav Maksimovic (University of Maryland)

• 3:00pm: Adjourn