Current Program

Saturday, December 5, 2026

12:30 PM Pre-Meeting Coffee

1:00 PM Introductory Remarks

1:10 PM to 3:10 PM Session 1

Chairperson: TBD

Is Criminal Crypto a Sideshow? Illicit Activities across Three Major Blockchains

Authors: John Griffin, Zirui Wang, J.A. Artero Calvo
Discussant/Presenter: David Solomon

Modular Contracts

Authors: Jason Donaldson, Giorgia Piacentino, Zichen Zhao
Discussant/Presenter: Barney Hartman-Glaser

The Marginal Cost of Borrowing Stock

Authors: Robin Greenwood, Greg Leonard, Adam Reed, Matthew Ringgenberg
Discussant/Presenter: Christian Opp

3:10 PM to 3:40 PM Break

3:40 PM to 5:00 PM Session 2

Chairperson: TBD

Employee Debt Overhang and Firm Performance

Authors: Ramin Baghai, Marieke Bos, Elin Molin, Paula Roth
Discussant/Presenter: TBD

The Value of Information: A Puzzle
Authors: Ohad Kadan, Asaf Manela
Discussant/Presenter: Daniel Andrei

6:00 PM Wine Tasting—Rí Rá Irish Pub (+1/companion welcome)

Sunday, December 6, 2026

12:30 PM Pre-Meeting Coffee

1:00 PM to 3:00 PM Session 3
Chairperson: TBD

Secondary Markets for VC-Backed Startup Equity

Authors: Daniel Bias, Johan Cassel, Berk Sensoy
Discussant/Presenter: Ayako Yasuda

Dynamic Investment and Product Market Rivalry: The Network Q Model

Authors: Marina Cecilia Bustamante, Bruno Pellegrino
Discussant/Presenter: TBD

Compute, Complexity and the Scaling Laws of Return Predictability

Authors: Allan Timmermann, Luka Vulicevic
Discussant/Presenter: Yinan Su

3:00 PM to 3:30 PM Break

3.30 PM to 5:00 PM Session 4

Early Ideas Session

Chairperson: TBD

(TBD)

6:15 PM Conference Dinner

(Conference Registrants Only)