Publications

• Real Effects of Markets on Politics: Evidence from U.S. Presidential Elections, with Alan Crane and Leming Lin, American Economic Review: Insights  accepted
• Featured in Bloomberg, Trump Has Real Reasons to Fixate Over the Stock Market, October 13, 2019
• Common Ownership and Competition in Product Markets, with Marios Panayides and Shawn Thomas, Journal of Financial Economics (2021)
• Internet Appendix
• Data
• Firms and Social Responsibility: A Review of ESG and CSR Research in Corporate Finance, with Stu Gillan and Laura Starks, Journal of Corporate Finance (2021)
• Institutional Investor Cliques and Governance with Alan Crane and Sebastien Michenaud, Journal of Financial Economics (2019)
  • Internet Appendix

• Shareholder Litigation and Ownership Structure: Evidence from a Natural Experiment, with Alan Crane, Management Science (2018)
• lead article

• Getting the Incentives Right: Backfilling and Biases in Executive Compensation Data, with Stu Gillan, Jay Hartzell, and Laura Starks, Review of Financial Studies (2018)

• Data

• Choosing the Precision of Performance Metrics with Alan Crane and Chishen Wei, Journal of Financial and Quantitative Analysis (2018)
• Herd Behavior and Mutual Fund Performance, Management Science (2017)
• Internet Appendix

• Commonality in Liquidity: A Demand-side Explanation, with Stefan Ruenzi and Laura Starks, Review of Financial Studies (2016)
• lead article

  Working Papers

• Firms' Environmental, Social, and Governance (ESG) Choices, Performance and Managerial Motivation, with Stu Gillian, Jay Hartzell and Laura Starks
• Crony Capitalism and Firm Value, with Alan Crane