Western Finance Association
2007 Program
42st Annual Conferrence
of the Western Finance Association
Big Sky Resort
Big Sky, Montana
June 25-28, 2007
WESTERN FINANCE ASSOCIATION
We are a professional society administered in the United States and Canada for academicians and practitioners with a scholarly interest in the development and application of research in finance.
Our purpose is (1) to serve as a focal point for communication among members, (2) to improve teaching and scholarship, and (3) to provide for the dissemination of information, including the holding of meetings and the support of publications.
The Association is an international organization with membership open to individuals from both the academic and professional community, and to institutions. Two classes of membership are available: lifetime membership ($150.00) and three-year membership ($50.00). Members of the Association are entitled to receive a reduction in the registration fee at the annual meetings. You are invited to join or renew on-line at the WFA’s informational web site, http://www.westernfinance.org.
Correspondence regarding membership and other business aspects of the Association should be addressed to:
Professor Duane Seppi
Secretary-Treasurer, WFA
Tepper School of Business
Carnegie Mellon University
Pittsburgh, PA 15213-3890
Email: ds64@andrew.cmu.edu
Telephone: (412) 268-2298
A call for papers and participants for the 2008 Conference of the Western Finance Association appears at the end of this program.
REGISTRATION AND HOTEL INFORMATION
All sessions and conference functions will be held at Big Sky Resort. On-site registration for the conference will be located in the Firehole Lounge on the following schedule:
Monday, June 25, 2007, 4:00 pm – 8:00 pm
Tuesday, June 26, 2007, 8:00 am – 4:00 pm
Wednesday, June 27, 2007, 8:00 am – 12:00 noon
PRE-REGISTRATION
Pre-registration is at our web site, http://www.westernfinance.org. Those who pre-register are entitled to a discount on registration fees. To qualify for these discounted rates you must pre-register before June 4, 2007. [Duane please check] DS: I've put in the correct date.
See the web site for details. Checks must be sent to Mary Ann O'Brien or the Secretary-Treasurer at the address shown on the previous page.
FEE SCHEDULE
Pre-Registration On-site Registration
WFA member $75 $125
Non-member $125 $175
Student No Charge $30
SPECIAL EVENT REGISTRATION
Registration for the WFA Annual Meeting Luncheon and other special events will be done at the time of pre-registration on the WFA website and on-site (subject to availability) for those who do not pre-register. Because space is limited, registration is required for any of the breakfasts, luncheons, or evening receptions. The WFA makes every attempt to make these events free to registrants, but reserves the right to charge for these events if sponsorships do not cover the full cost.
SOCIETY FOR FINANCIAL STUDIES MEMBERSHIP MEETING
All members of the SFS are invited to attend the Annual Meeting to be held on Wednesday, June 27, 2007 from 5:00 pm - 6:00 pm in the Lamar/Gibbon Room. All subscribers to the Review of Financial Studies are members of the SFS.
WESTERN FINANCE ASSOCIATION
Officers and Executive Committee: 2006-2007
President Sheridan Titman, University of Texas at Austin
President-Elect Campbell R. Harvey, Duke University
Vice President Artur Raviv, Northwestern University
Secretary-Treasurer Duane Seppi, Carnegie Mellon University
Directors Kent Daniel, Northwestern University
Ronald Giammarino, University of British Columbia
William Goetzmann, Yale University
David Hirshleifer, Ohio State University
Narasimhan Jegadeesh, Emory University
Tobias Moskowitz, University of Chicago
Presidents: 1965-2007
1965-66 Kenneth L. Trefftzs University of Southern California
1966-67 Edward Reed University of Oregon
1967-68 Robert Carr Fresno State College
1968-69 Burton Kolb University of Colorado
1969-70 Lester Stickler Oregon State University
1970-71 Harold Stevenson Arizona State University
1971-72 W. Scott Bauman University of Oregon
1972-73 David Eiteman University of California, Los Angeles
1973-74 James Wert University of Arizona
1974-75 George Kaufman University of Oregon
1975-76 John Herzog Simon Fraser University
1976-77 A. Blaine Huntsman University of Utah
1977-78 David Pyle University of California, Berkeley
1978-79 Guilford Babcock University of Southern California
1979-80 Donald Farrar University of Utah
1980-81 Charles D’Ambrosio University of Washington
1981-82 James Van Horne Stanford University
1982-83 Edward Dyl University of Wyoming
1983-84 Nils Hakansson University of California, Berkeley
1984-85 Seha Tinic University of Texas, Austin
1985-86 Alan Kraus University of British Columbia
1986-87 Gerald Bierwag University of Arizona
1987-88 Robert Litzenberger University of Pennsylvania
1988-89 Alan Hess University of Washington
1989-90 Lemma Senbet University of Maryland
1990-91 Eduardo Schwartz University of California, Los Angeles
1991-92 Stephen Brown New York University
1992-93 Hans Stoll Vanderbilt University
1993-94 Kenneth Singleton Stanford University
1994-95 Milton Harris University of Chicago
1995-96 Chester S. Spatt Carnegie Mellon University
1996-97 Michael J. Brennan University of California, Los Angeles
1997-98 Maureen O’Hara Cornell University
1998-99 Franklin Allen University of Pennsylvania
1999-00 Richard C. Green Carnegie Mellon University
2000-01 Wayne Ferson University of Washington
2001-02 Douglas W. Diamond University of Chicago
2002-03 Philip H. Dybvig Washington University, St. Louis
2003-04 René M. Stulz Ohio State University
2004-05 Ravi Jagannathan Northwestern University
2005-06 Mark Grinblatt University of California, Los Angeles
2006-07 Sheridan Titman University of Texas at Austin
Distinguished Speakers
WFA Annual Meeting Speakers 1979-2007
Year Location Speaker
1979 San Francisco Nils Hakansson
1980 San Diego Kenneth Arrow
1981 Jackson Lake Eugene Fama
1982 Portland Stephen Ross
1983 Long Beach Myron Scholes
1984 Vancouver Richard Roll
1985 Scottsdale Robert Litzenberger
1986 Colorado Springs Merton Miller
1987 San Diego Edward Kane
1988 Napa Sanford Grossman
1989 Seattle William Sharpe
1990 Santa Barbara Michael Brennan
1991 Jackson Lake Fischer Black
1992 San Francisco Myron Scholes
1993 Whistler Alan Kraus
1994 Santa Fe Mark Rubinstein
1995 Aspen Kenneth French
1996 Sunriver Joseph Williams
1997 San Diego Richard Thaler
1998 Monterey Milton Harris
1999 Santa Monica Andrei Shleifer
2000 Sun Valley Kenneth Singleton
2001 Tucson Robert Shiller
2002 Park City Albert S. “Pete” Kyle
2003 Los Cabos Richard Kihlstrom
2004 Vancouver Michael C. Jensen
2005 Portland Douglas Breeden
2006 Keystone Douglas Diamond
2007 Big Sky John Y. Campbell
2007 Program Committee
Program Co-Chairs
Michael Brandt, Duke University
Alon Brav, Duke University
Cam Harvey, Duke University
Program Committee Associate Chairpersons
Simon Gervais, Duke University
Ron Kaniel, Duke University
Manju Puri, Duke University
Adriano Rampini, Duke University
David Robinson, Duke University
Program Committee Assistant Chairperson
Jules H. van Binsbergen, Duke University
Program Committee Members
Viral Acharya, London Business School
Rajesh Aggarwal, University of Minnesota
Reena Aggarwal, Georgetown University
Anup Agrawal, University of Alabama
Hengji Ai, Duke University
Yacine Ait-Sahalia, Princeton University
Andres Almazan, University of Texas
Heitor Almeida, New York University
Andrew Ang, Columbia University
Doron Avramov, University of Maryland
Ulf Axelson, Stockholm Institute for Financial Research
Warren Bailey, Cornell University
Malcolm Baker, Harvard University
Gurdip Bakshi, University of Maryland
Brad Barber, University of California, Davis
Nicholas Barberis, Yale University
David Bates, University of Iowa
Geert Bekaert, Columbia University
Harald Benink, Erasmus University Rotterdam
Luca Benzoni, Chicago FED and University of Minnesota
Daniel Bergstresser, Harvard University
Elazar Berkovitch, IDC
Antonio Bernardo, University of California, Los Angeles
Marianne Bertrand, University of Chicago
Hank Bessembinder, University of Utah
Sanjai Bhagat, University of Colorado
Harjoat Bhamra, University of British Columbia
Utpal Bhattacharya, Indiana University
Nick Bollen, Vanderbilt University
Philip Bond, University of Pennsylvania
Kobi Boudoukh, IDC
Gregory Brown, University of North Carolina
David Brown, University of Wisconsin, Madison
Markus Brunnermeier, Princeton University
Murillo Campello, University of Illinois, Urbana-Champaign
Murray Carlson, University of British Columbia
Jennifer Carpenter, New York University
David Chapman, Boston College
Thomas Chemmanur, Boston College
Mikhail Chernov, London Business School
Tarun Chordia, Emory University
Green Clifton, Emory University
Randoph Cohen, Harvard University
Pierre Collin-Dufresne, University of California, Berkeley
Jennifer Conrad, University of North Carolina, Chapel Hill
Francesca Cornelli, London Business School
John Cotter , University College Dublin
Josh Coval, Harvard University
Magnus Dahlquist, Swedish Institute for Financial Research
Kent Daniel, Northwestern University
Adolfo De Motta, McGill University
Harry DeAngelo, University of Southern California
Linda DeAngelo, University of Southern California
Diane Del Guercio, University of Oregon
David Denis, Purdue University
Mihir Desai, Harvard University
Amy Dittmar, University of Michigan
Robert Dittmar, University of Michigan
Craig Doidge, University of Toronto
Steve Drucker, Columbia University
Greg Duffee, University of California, Berkeley
Darrell Duffie, Stanford University
Bernard Dumas, University of Lausanne
Espen Eckbo, Dartmouth College
Vihang Errunza, McGill University
Wayne Ferson, Boston College
Laura Field, Penn State University
Adlai Fisher, University of British Columbia
Mike Fishman, Northwestern University
Mark Flannery, University of Florida
Jeff Fleming, Rice University
Julian Franks, London Business School
Andrea Frazzini, University of Chicago
Paolo Fulghieri, University of North Carolina
Louis Gagnon, Queen's University
Mark Garmaise, UCLA Anderson School
Chris Geczy, University of Pennsylvania
Simon Gervais, Duke University
Ron Giammarino, University of British Columbia
Scott Gibson, William and Mary
Itay Goldstein, University of Pennsylvania
Amando Gomes, Washington University
Amit Goyal, Emory University
John Graham, Duke University
John Griffin, University of Texas, Austin
Yaniv Grinstein, Cornell University
Gustavo Grullon, Rice Universtiy
Bruce Grundy, University of Melbourne
Dirk Hackbarth, Washington University, St. Louis
Kathleen Hagerty, Northwestern University
Bing Han, University of Texas, Austin
Milton Harris, University of Chicago
Jeff Harris, University of Delaware
Larry Harris, University of Southern California
Joel Hasbrouck, New York University
John Heaton, University of Chicago
Thomas Hellmann, University of British Columbia
Jean Helwege, Penn State University
Chris Hennesy, University of California, Berkeley
Steve Heston, University of Maryland
Pierre Hillion, INSEAD
David Hirshleifer, University of California, Irvine
Yael Hochberg, Northwestern University
Craig Holden, Indiana University
Burton Hollifield, Carnegie Mellon University
Edie Hotchkiss, Boston College
Kewei Hou, Ohio State University
Ming Huang, Cornell University
Eric Hughson, University of Colorado
Chuan-Yang Hwang, Nanyang Technological University
David Ikenberry, University of Illinois, Urbana-Champaign
Ronen Israel, IDC
Narashimhan Jegadeesh, Emory University
Dirk Jenter, Massachusetts Institute of Technology
Wei Jiang, Columbia University
Michael Johannes, Columbia University and Northwestern Univerity
Kose John, New York University
Tim Johnson, University of Illinois, Urbana-Champaign
Charles Jones, Columbia University
Christopher Jones, University of Southern California
Philippe Jorion, University of California, Irvine
Raymond Kan, University of Toronto
Eugene Kandel, Hebrew University
Jun-Koo Kang, Michigan State University
Ron Kaniel, Duke University
Steve Kaplan, University of Chicago
Andrew Karolyi, Ohio State University
Gautam Kaul, University of Michigan
Kenneth Kavajecz, University of Wisconsin, Madison
Simi Kedia, Rutgers University
Donald Keim, University of Pennsylvania
Matti Keloharju, Helsinki School of Economics
Susan Kerr Christoffersen, McGill University
Naveen Khanna, Michigan State University
Bong-Chan Kho, Seoul National University
Doron Kliger, Haifa University
Johan Knif, Hanken - Svenska handelshögskolan
Kees Koedijk, Erasmus University Rotterdam
Leonid Kogan, Massachusetts Institute of Technology
Robert Korajczyk, Northwestern University
Jennifer Koski, University of Washington
Arvind Krishnamurthy, Northwestern University
Pete Kyle, University of Maryland
Rafael La Porta, Dartmouth College
Chris Leach, University of Colorado
Charles Lee, Barclays Global Investors and Cornell University
Michael Lemmon, University of Utah
Joshua Lerner, Harvard University
Martin Lettau, New York University
Jonathan Lewellen, Dartmouth College
Katharina Lewellen, Dartmouth College
Bing Liang, University of Massachusetts
Erik Lie, University of Iowa
Karl Lins, University of Utah
Marc Lipson, University of Virginia
Alexander Ljungqvist, New York University
Claudio Loderer, Universitaet Bern
Francis Longstaff, University of California, Los Angeles
Florencio Lopez-de-Silanes Molina , University of Amsterdam
Michelle Lowry, Penn State University
Deborah Lucas, Northwestern University
Sydney Ludvigson, New York University
Anthony Lynch, New York University
Ananth Madhavan, Barclays Global Investors
Pascal Maenhout, INSEAD
Vojislav Maksimovic, University of Maryland
Ulrike Malmandier, University of California, Berkeley
Ron Masulis, Vanderbilt University
Rich Mathews, Duke University
Ernst Maug, Universität Mannheim
David Maurer, Southern Methodist University
Robert McDonald, Northwestern University
Andrew Metrick, University of Pennsylvania
Atif Mian, University of Chicago
Roni Michaely, Cornell University and IDC
Todd Milbourn, Washington University
Darius Miller, Southern Methodist University
Bernadette Minton, Ohio State University
Kristian Mitersen, Norwegian School of Economics and Business Administration
Erwan Morellec, University of Lausanne
Toby Moskowitz, University of Chicago
Holger Mueller, New York University
David Musto, University of Pennsylvania
Vinay Nair, University of Pennsylvania
Theo Nijman, University of Tilburg
Tom Noe, Tulane University
Kjell Nyborg, Norwegian School of Economics and Business Administration
Terrance Odean, University of California, Berkeley
Maureen Ohara, Cornell University
Barbara Ostdiek, Rice University
Hui Ou-Yang, Lehman Brothers
Darius Palia, Rutgers University
Jun Pan, Massachusetts Institute of Technology
Stavros Panageas, University of Pennsylvania
Jonathan Parker, Princeton University
Robert Parrino, University of Texas, Austin
Lubos Pastor, University of Chicago
Anna Pavlova, London Business School
Lasse Pedersen, New York University
George Pennacchi, University of Illinois
Enrico Perotti, Universiteit van Amsterdam
Mitchell Petersen, Northwestern University
Gordon Phillips, University of Maryland
Monika Piazzesi, University of Chicago
Guillaume Plantin, London Business School
Christopher Polk, London School of Economics
Jeff Pontiff, Boston College
Allen Poteshman, University of Illinois, Urbana-Champaign
N.R. Prabhala, University of Maryland
Manju Puri, Duke University
Adriano Rampini, Duke University
Joshua Rauh, University of Chicago
S. Abraham (Avri) Ravid, Rutgers University
Mark Ready, University of Wisconsin
Adam Reed, University of North Carolina
Michael Roberts, University of Pennsylvania
David Robinson, Duke University
Ehud Ronn, University of Texas, Austin
Bryan Routledge, Carnegie Mellon University
Kristian Rydqvist, Binghamton University
Gideon Saar, Cornell University
Patrik Sandas, University of Virginia
Pedro Santa-Clara, University of California, Los Angeles
Tano Santos, Columbia University
Oded Sarig, IDC
Antoinette Schoar, Massachusetts Institute of Technology
Paul Schultz, University of Notre Dame
Mark Seasholes, University of California, Berkeley
Lemma Senbet, University of Maryland
Duane Seppi, Carnegie Mellon University
Piet Sercu, Katholieke Universiteit Leuven
Tsyplakov Sergey, University of South Carolina
Henri Servaes, London Business School
Nejat Seyhun, University of Michigan
Ann Sherman, Notre Dame University
Anil Shivdasani, University of North Carolina
Erik Sirri, Babson College
Chester Spatt, SEC and Carnegie Mellon University
Erik Stafford, Harvard University
Laura Starks, University of Texas
Neal Stoughton, University of Calgary
Per Strömberg, Stockholm Institute for Financial Research
Michael Stutzer, University of Colorado
Avanidhar Subrahmanyam, University of California, Los Angeles
Amir Sufi, University of Chicago
Tyler Sumway, University of Michigan
Bhaskaran (Swami) Swaminathan, Cornell University
Chris Telmer, Carnegie Mellon University
Anjan Thakor, Washington University
Karin Thorburn, Dartmouth College
Sheri Tice, Tulane Universtiy
Stathis Tompaidis, University of Texas
Walter Torous, University of California, Los Angeles
Alex Triantis, University of Maryland
Charles Trzcinka, Indiana University
Peter Tufano, Harvard University
Raman Uppal, London Business School
Rossen Valkanov, University of California, San Diego
Dimitri Vayanos, London School of Economics
Marno Verbeek, Erasmus University Rotterdam
Pietro Veronesi, University of Chicago
Luis Viceira, Harvard University
Annette Vissing-Jorgensen, Northwestern University
S. (Vish) Viswanathan, Duke University
Ernst-Ludwig (Elu) von Thadden, University of Mannheim
Jessica Wachter, University of Pennsylvania
Neng Wang, Columbia University
Zhenyu Wang, Federal Reserve Bank of New York
Russ Wermers, University of Maryland
Ingrid Werner, Ohio State University
James Weston, Rice Universtiy
Bob Whaley, Vanderbilt University
Toni Whited, University of Wisconsin, Madison
Rohan Williamson, Georgetown University
Andrew Winton, University of Minnesota
Avi Wohl, Tel-Aviv University
Daniel Wolfenzon, New York University
Kent Womack, Dartmouth College
Jeff Wurgler, New York University
Wei Xiong, Princeton University
Amir Yaron, University of Pennsylvania
David Yermack, New York University
Bilge Yilmaz, University of Pennsylvania
Motohiro Yogo, University of Pennsylvania
Rebecca Zarutskie, Duke University
Jaime Zender, University of Colorado at Boulder
Lu Zhang, University of Michigan
Lu Zheng, University of California, Irvine
Guofu Zhou, Washington University
Acknowledgments
The Program Chair would also like to express his gratitude to the Tepper School of Business at Carnegie Mellon, Jeff Easter, Rosemarie Lang, and Patricia Niber for helping make this conference a success. We also appreciate all of the work of Tara Bowens at the Fuqua School of Business at Duke University.
PROGRAM SUMMARY
Monday, June 25, 2007
4:00 pm – 8:00 pm
On-site Registration - Firehole Lounge
6:00 pm – 9:00 pm
Goldman Sachs Reception - Huntley Dining Room
Tuesday, June 26, 2007
7:00 am – 8:00 am
NASDAQ Breakfast – Huntley Dining Room
8:00 am – 4:00 pm
On-site Registration – Firehole Lounge
8:15 am – 10:00 am
Product Markets & Stock Prices - Lamar / Gibbon
Corporate Governance I - Amphitheatre
Analysts - Mammoth Room
Portfolio Choice - Dunraven / Obsidian
Microstructure - Lake / Canyon
Law & Finance I - Talus Room
10:00 am – 10:15 am
Wharton Research Data Services Coffee Break – Upper Atrium
10:15 am – 12:00 noon
Models of the Cross-Section of Expected Returns - Amphitheatre
IPOs - Lamar / Gibbon
Disclosure - Talus Room
Behavioral Portfolio Biases - Dunraven / Obsidian
Financing Constraints - Lake / Canyon
Venture Capital - Mammoth Room
12:30 pm – 2:00 pm
LECG Luncheon – Missouri Ballroom
2:45 pm – 4:30 pm
Asset Pricing Theory I - Amphitheatre
CEOs - Lamar / Gibbon
Mutual Fund Trading Cost - Mammoth Room
Cross-Section of Expected Returns - Dunraven / Obsidian
Corporate Debt - Lake / Canyon
Banking - Talus Room
5:00 pm – 6:30 pm
WFA Executive Committee and Board of Directors Meeting – Shoshone Boardroom
6:00 pm – 8:00 pm
Cornerstone Research Reception – Huntley Dining Room
Wednesday, June 27, 2007
7:00 am – 8:00 am
NYSE Breakfast – Huntley Dining Room
8:00 am – 12:00 noon
On-site Registration - Firehole Lounge
8:15 am – 10:00 am
Strategic Behavior by Institutions - Lamar / Gibbon
Corporate Governance II - Amphitheatre
Production Based Asset Pricing - Dunraven / Obsidian
Retail Trading - Talus Room
Fixed Income - Mammoth Room
Product Markets & Firm Strategy - Lake / Canyon
10:00 am – 10:15 am
Addison-Wesley Coffee Break - Upper Atrium
10:15 am – 12:00 noon
Credit - Lamar / Gibbon
Payout - Dunraven / Obsidian
Hedge Funds - Amphitheatre
Long Run Risk - Lake / Canyon
Institutional Trading Incentives - Mammoth Room
Incentives - Talus Room
12:30 pm – 2:00 pm
WFA Annual Luncheon sponsored by LSV Asset Management - Missouri Ballroom
Distinguished Speaker: John Y. Campbell, Harvard University
2:45 pm – 4:30 pm
Asset Pricing Estimation (in honor of Shmuel Kandel, 1951-2007) - Amphitheatre
Mergers Acquisitions - Lamar / Gibbon
Mortgages - Talus Room
Mutual Fund Flows - Dunraven / Obsidian
Dynamic Models of the Firm - Lake / Canyon
Entrepreneurship - Mammoth Room
5:00 pm – 6:00 pm
SFS Annual Meeting - Lamar/Gibbon Room
6:00 pm – 9:00 pm
Society for Financial Studies Reception. Sponsored by Barclays Global Investors & J.P. Morgan - Huntley Dining Room
Thursday, June 28, 2007
7:00 am – 8:00 am
WFA Breakfast – Huntley Dining Room
8:15 am – 10:00 am
Asset Pricing Theory II - Amphitheatre
Private Equity - Mammoth Room
Term Structure and the Macro Economy - Lamar / Gibbon
SOX - Talus Room