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Q Group Spring 2020 Seminar Agenda

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SUNDAY, APRIL 19, 2020

6:00pm – 7:00pm

WELCOME RECEPTION

7:00pm - 8:30pm

WELCOME DINNER

 

 

MONDAY, APRIL 20, 2020

7:30am - 9:00am


ADMINISTRATIVE COMMITTEE MEETING (committee members only, please)


7:30am - 9:00am

DELEGATE BREAKFAST

8:00am - 9:00am


MEMBERSHIP COMMITTEE MEETING (committee members only, please)


9:00am - 10:15am


Aggregate Confusion: The Divergence of ESG Ratings

Roberto Rigobon

10:15am - 10:45am

MORNING BREAK

10:45am - 12noon

Recent Evidence on Expectations and the Profitability Anomaly
David Thesmar

12:00pm - 2:00pm

RESEARCH COMMITTEE MEETING (committee members only, please)

12:00pm - 2:00pm

PROGRAM COMMITTEE MEETING (committee members only, please)


12:00pm - 4:00pm


LUNCH BREAK AND ONE-ON-ONE TIME

4:00pm - 5:15pm

Hedging Risk Factors
Tyler Muir

5:15pm - 5:45pm

AFTERNOON BREAK

5:45pm - 7:00pm

Common Shocks in Stocks and Bonds
Anna Cieslak

7:00pm - 7:30pm

RECEPTION

7:30pm - 9:30pm

DINNER PRESENTATION:
The Great Reversal: How America Gave Up on Free Markets

Thomas Philippon

 

 

TUESDAY, APRIL 21, 2020

7:30am - 9:00am

DELEGATE BREAKFAST

9:00am - 10:15am

Partisan Professionals
Margarita Tsoutsoura

10:15am - 10:45am

MORNING BREAK

10:45am - 12noon

Which Investors Matter for Global Equity Valuations and Expected Returns?
Motohiro Yogo

12:00pm - 12:30pm

BUSINESS MEETING (Q Group members only, please)

12:30pm - 2:00pm

BOARD MEETING (board members only, please)


12:30pm - 4:00pm


LUNCH BREAK AND ONE-ON-ONE TIME

2:30pm - 3:30pm

JLT PRIZE PRESENTATION:
Expected Correlation and Future Market Returns
Grigory Vilkov

4:00pm - 5:15pm

Factor Momentum and the Momentum Factor
Juhani Linnainmaa

5:15pm - 5:45pm

AFTERNOON BREAK

5:45pm - 7:00pm

Informed Trading of Options
Martijn Cremers

7:00pm - 9:30pm

RECEPTION AND BUFFET DINNER

 

 

WEDNESDAY, APRIL 22, 2020

7:00am - 8:00am

DELEGATE BREAKFAST

8:00am - 9:15am

Exploring the Trend in Trend Following
David Modest

9:15am - 9:45am

MORNING BREAK

9:45am - 11:00am

Variance Risk in Global Markets
Robert Hodrick

11:00am

MEETING ADJOURNED

11:00am - 2:00pm

PRIZE COMMITTEE MEETING (committee members only, please)


Q Group
555 8th Avenue, Suite 1902
New York, NY 10018
212-744-6825


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