Start at 10:00 – each paper has 45 minutes – 30 minutes presentation plus 15 minutes questions and discussion

Johan Walden: Two Trees and a Gardener: Asset Pricing with Real Capital Flows (by Sebastien Betermier, Laurent Calvet, Evan Jo, and Johan Walden)

Break

Christian Heyerdahl-Larsen: Estimation and Model Selection by Market Selection (by Christian Heyerdahl-Larsen, Philipp K. Illeditsch and Johan Walden)

12:00 Lunch break

13:30

Costas Xiouros: Disagreement and the cross-section of expected returns (by Namhee Matheson and Costas Xiouros)

Break

Paul Ehling: CEO-driven asset prices (by Paul Ehling, Alessandro Graniero, and Patrick Konermann)

17: 00 Dinner in Turret room

Participants: Zeshu Xu, Torbjørn Haug, Felix Ordóñez Jofré, Christian Heyerdahl-Larsen, Johan Walden, Costas Xiouros, Paul Ehling, Juan Carlos Zelaya