The Frontier Topics in Macro-Finance Conference, co-hosted with the Macro Finance Research Program and the Fama-Miller Center for Research in Finance, will take place on May 1-2, 2025 at the Gleacher Center in Chicago, IL.
The presentation format will be 25 mins for presenters, 20 for discussants, and 15 for Q&A.
Attendance for this event is by invitation only.
Agenda
Registration and Lunch
Session 1: Monetary Policy and Financial Markets
Inflation and income redistribution: Evidence from US tax data from 1969 to present
Larry Schmidt, Massachusetts Institute of Technology (Presenter)
Marc de la Barrera, US Census Bureau
Stavros Panageas, UCLA Anderson School of Management
Dimitris Papanikolaou, Northwestern Kellogg School of Management
Jon Rothbaum, US Census Bureau
Nicolas Werquin, Federal Reserve Bank of Chicago (Discussant)
Break
Stagflationary Stock Returns
Yannick Timmer, Board of Governors of the Federal Reserve System (Presenter)
Benjamin Knox, Board of Governors of the Federal Reserve System
Bruno Pellegrino, Columbia Business School (Discussant)
Break
Panel on Climate
Lars Peter Hansen, University of Chicago (Moderator)
Panelists:
Sewon Hur, Federal Reserve Bank of Dallas
Stephie Fried, Federal Reserve Bank of San Francisco
Kelly Shue, Yale University
Conference Dinner
Registration and Breakfast
Session 2: Production
Process Intangibles and Agency Conflicts
Hao Xing, Boston University (Presenter)
Hui Chen, MIT
Ali Kakhbod, UC Berkeley
Maziar Kazemi, Arizona State University
Bryan Seegmiller, Northwestern University (Discussant)
Break
Heterogeneous Innovations and Growth Under Imperfect Technology Spillover
Seula Kim, Penn State University and IZA (Presenter)
Karam Jo, Korea Development Institute
Marta Prato, Bocconi University (Discussant)
Break
Lunch
Session 3: Beliefs
The Macroeconomics of Data
Vladimir Asriyan, Centre de Recerca en Economia Internacional (Presenter)
Alexandre Kohlhas, University of Oxford
Joachim Hubmer, University of Pennsylvania (Discussant)
Break
Bond Market Views of the Fed
Luigi Bocola, Stanford University (Presenter)
Alessandro Dovis, University of Pennsylvania
Kasper Jørgensen, European Central Bank
Rishabh Kirpalani, University of Wisconsin-Madison
Anna Cieslak, Duke University (Discussant)
Break
The Devil is in the Tail: Macroeconomic Tail Risk Expectations of Firms
Manuel Menkhoff, Ludwig-Maximilians-Universität (Presenter)
Ian Dew-Becker, Federal Reserve Bank of Chicago (Discussant)