Conference Agenda

Session

Beliefs and Expectations

Time:

Friday, 29/May/2026:

8:30am - 10:15am

Session Chair: Snehal Banerjee, University of Michigan

Presentations

From Numbers to Words: Breaking Down Institutional Beliefs

Andrea Andolfatto¹, Federico Bastianello²

¹Bocconi University; ²London Business School, United Kingdom

Discussant: Spencer Kwon (Brown University)

Fading-Memory Expectations in Equity Markets

Naveen Gondhi, Xinran zHAO, Anil Gaba

INSEAD, Singapore

Discussant: Huseyin Gulen (Purdue University)

Experience-Driven Mental Models

Yukun Liu¹, Zhile Liu², Pengfei Sui²

¹University of Rochester, United States of America; ²Chinese University of Hong Kong, Shenzhen

Discussant: Shikun (Barry) Ke (Yale School of Management)