April 2009

 

Pierluigi Balduzzi

 

Degrees

·         Doctor of Philosophy in Economics, University of California at Los Angeles (UCLA).  September 1991.

·         Laurea in Economics and Social Sciences, Bocconi University, Milan, Italy.  March 1986.

 

Fellowships

·         Center for Retirement Research, Boston College.  2000-2001, 2002-2003, Research Fellowship.

·         Innocenzo Gasparini Institute for Economic Research (IGIER).  1991, Research Fellowship.

·         Alfred P. Sloan Foundation. 1990, Dissertation Fellowship.

·         Assicurazioni Generali.  19887-1988, Fellowship.

·         Ente Einaudi. 1986-1987, 1988-1989, Fellowship.

 

Academic Experience

·         Department of Finance, Boston College (Carroll).  September 2008-: Full professor.  September 2000-August 2008:  Associate Professor.  Courses in: Empirical Asset Pricing (Ph.D.); Investments (MBA-MSF); Fixed Income Analysis (MBA-MSF).  September 1997-August 2000: Assistant Professor.  Courses in: Investments (undergraduate and MBA-MSF); Fixed Income Analysis (MBA-MSF).

·         Department of Finance, NYU (Stern).  September 1991 August 1997: Assistant Professor. Courses in: Money, Banking, and Financial Markets (undergraduate); Foundations of Finance (MBA); Debt Instruments and Markets (MBA).

 

Other Professional Experience

·         Master in Money and Finance, Brescia, Italy.  May 2002, May 2003, May 2004, May 2005, May 2006, May 2007, May 2008: Fixed Income Seminar.

·         Foley-Hoag.  April-May 2008: Consultant.

·         Weiss Asset Management.  February 2006-April 2006: Consultant.

·         Standish-Mellon Asset Management.  November 2004-December 2004: Consultant.

·         Investment Banking Group, University of Chicago.  November 2003, Fixed Income Seminar.

·         Social Security Administration.  December 1999-February 2000: Consultant.

·         MidFirst Bank, Oklahoma City.  August-December 1997: Consultant.

·         Credit Suisse-First Boston.  July-August 1997: Instructor, Fixed Income Seminar.

·         Nomura Securities International.  September 1994: Instructor, Fixed Income Seminar.

·         International Monetary Fund, Washington D.C.  July-September 1988: Intern, Central Banking Department.

 

Research Interests

·         Asset pricing models.

·         Fixed-income markets.

·         Portfolio choice.

 

SSRN Page

 

Published and Forthcoming Articles

·         "Mimicking Portfolios, Economic Risk Premia, and Tests of Multi-beta Models." (With Cesare Robotti.)  Journal of Business and Economic Statistics 26 (2008), 354-368.  (Separate Appendix)

·         "Money and Asset Prices in a Continuous-time Lucas and Stokey Cash-in-advance Economy."  Journal of Economic Dynamics and Control 31 (2007), 2713-2743.

·         "Testing Heterogeneous-agent Models: An Alternative Aggregation Approach."   (With T. Yao.)  Journal of Monetary Economics 54 (2007), 369-412.  Unpublished appendix.

·         "Portfolio Choice and Trading in a Large 401(k) Plan."  (With J. Agnew and A. Sundén.)  American Economic Review 93 (2003), 193-205.

·         "Economic News and Bond Prices: Evidence from the U.S. Treasury Market."  (With E. Elton and C. Green.)  Journal of Financial and Quantitative Analysis 36 (2001), 523-543.

·         "Predictability and Transaction Costs: The Impact on Rebalancing Rules and Behavior." (With A. Lynch.) Journal of Finance 55 (2000), 2285-2309.

·         "Transaction Costs and Predictability: Some Utility Cost Calculations.'' (With A. Lynch.)  Journal of Financial Economics 52 (1999), 47-78.  Winner Glucksman Institute (NYU) Best Paper Award.

·         "Interest Rate Targeting and the Dynamics of Short-Term Rates." (with G. Bertola, S. Foresi, and L. Klapper.)  Journal of Money, Credit, and Banking 30 (1998), 26-50.  (NBER Working Paper No. 5944)

·         "The Central Tendency: A Second Factor in Bond Yields." (With S. R. Das and S. Foresi.)  Review of Economics and Statistics 80 (1998), 62-72.  (NBER Working Paper No. 6325)

·         "A Model of Target Changes and the Term Structure of Interest Rates." (With G. Bertola and S. Foresi.) Journal of Monetary Economics 39 (1997), 223-249.  (NBER Working Paper No. 4347)

·         "Price Barriers and the Dynamics of Asset Prices in Equilibrium." (With S. Foresi and D. J. Hait.)  Journal of Financial and Quantitative Analysis 32 (1997), 137-159 (leading article).

·         "Risk Premia and Variance Bounds." (With H. Kallal.) Journal of Finance 52 (1997), 1913-1949.

·         "Yield-Curve Movements and Fiscal Retrenchments." (With G. Corsetti and S. Foresi.)  European Economic Review 41 (1997), 1675-1685.

·         "A Simple Approach to Three-Factor Affine Models of the Term Structure." (With S. R. Das, S. Foresi, and R. Sundaram.) Journal of Fixed Income 6 (1996), 43-53.

·         "Inflation and Asset Prices in a Monetary Economy." Economics Letters 53 (1996), 67-74.

·         "Minimal Returns and the Breakdown of the Price-Volume Relation." (With H. Kallal and F. Longin.) Economics Letters 50 (1996), 265-269.

·         "Money, Transactions, and Portfolio Choice." (With S. Foresi.) Research in Economics 50 (1996), 57-68.

·         "Asset Price Dynamics and Infrequent Feedback Trades." (With G. Bertola and S. Foresi.)  Journal of Finance 50 (1995), 1747-1767.  Reprinted in "New Research in Financial Markets."   Bruno Biais and Marco Pagano eds.  Oxford University Press (2002).

·         "Stock Returns, Inflation, and the `Proxy Hypothesis:' a New Look at the Data."  Economics Letters 48 (1995), 47-43.

 

Chapters in Books

·         "Stochastic Mean Models of the Term Structure of Interest Rates." (With S. R. Das, S. Foresi, and R. Sundaram.) Advanced Fixed-Income Valuation Tools, Tuckman and Jagadeesh eds. (2000), Wiley.

 

Other Papers

·         "Investing the Social Security Trust Fund in Equities." (With A. Munnell.) AARP Public Policy Institute (1998).

 

Conference Presentations

·         2009 AEA Meetings: discussion of “The Impact of Individual Investment Behavior for Retirement Welfare:  Evidence from the United State and Germany" by T. Post, H. Grundl, J. Schmidt, and A. Zimmer.

·         2006 Citigroup Quant Conference: presentation of "Mimicking Portfolios, Economic Risk Premia, and Tests of Multi-beta Models."

·         2004 ESF-CEPR Conference on Dynamic Portfolio Choice, Asset Pricing, and Mathematical Finance: presentation of "Parameter Uncertainty and International Investment in a Multi-period Setting.

·         2003 PIER-IGIER Conference on Econometric Methods in Finance and Macroeconomics: discussion of  “The Macroeconomy and the Term Structure" by F. Diebold, G. Rudebusch, and B. Aruoba.

·         2003 ECB-FRBNY Workshop on Monetary Policy and the Money Market: discussion of "Spillovers across U.S. Financial Markets," by R. Rigobon and B. Sak.

·         2003 Wharton Conference on Household Portfolio-Choice and Financial Decision-Making: presentation of "What Do We Do with Our Pension Money: Recent Evidence from 401(k) Plans."

·         2003 Meetings of the American Finance Association: presentation of "What Do We Do with Our Pension Money: Recent Evidence from 401(k) Plans" and discussion of "Captured Money?  Differences in the Performance Characteristics of Retail and Institutional Mutual Funds," by C. James and J. Karceski.

·         2001 Meetings of the Western Finance Association: presentation of "Parameter Uncertainty and International Investment" and discussion of "Structural Models of Corporate Bond pricing: An Empirical Analysis," by Y.H. Eom, J. Helwege, and J. Huang.

·         2001 Meetings of the American Finance Association: presentation of "Does Heterogeneity Matter for Asset Pricing?"

·         2000 Meetings of the Western Finance Association: presentation of "Nonlinearities in U.S. Treasury Rates: A Semi-Nonparametric Approach."

·         2000 NBER University Research Conference on Asset Pricing and Portfolio Allocation: discussion of "Asset Pricing with Heterogeneous Consumers and Limited Participation: Empirical Evidence" by A. Brav, G. Constantinides, and C. Geczy.

·         2000 Winter Meetings of the Econometric Society: presentation of "Money, Market Equilibrium, and Stock-Return Predictability" and discussion of "Generalized Numeraire Portfolios" by G. DeSantis, B. Gerard, and F. Ortu.

·         1999 CIRANO Conference on Intertemporal Asset Pricing: presentation of "Money, Market Equilibrium, and Stock-Return Predictability."

·         1999 Meetings of the Western Finance Association: discussion of "The Forward Premium Puzzle: Different Tales from Developed and Emerging Economies," by R. Bansal and Magnus Dahlquist.

·         1999 Annual Derivatives Securities Conference, Boston University: presentation of "Nonlinearities in U.S. Treasury Rates: A Semi-Nonparametric Approach."

·         1998 Meetings of the European Finance Association: presentation of "The Impact of Predictability and Transaction Costs on Portfolio Choice in a Multi-Period Setting" and discussion of "Global Diversification, Growth and Welfare with Imperfectly Integrated Markets for Goods," by B. Dumas and R. Uppal.

·         1998 Meetings of the Society for Nonlinear Dynamics and Econometrics, New York University: presentation of "Nonlinearities in U.S. Treasury Rates: A Semi-Nonparametric Approach."

·         1998 Meetings of the American Finance Association: presentation of "Stochastic-Mean Models of the Term Structure of Interest Rates" and discussion of "A Model for Studying the Effects of EMU on European Yield Curves," by J. Lund.

·         Fall 1997, Japan Economic Seminar: discussion of "An Analysis of Bidding in the Japanese Government Bond Auctions," by Y. Hamao and N. Jagadeesh.

·         1997 Meetings of the Western Finance Association: discussion of "Do Interest Rates really Follow Continuous-Time Markov Diffusions?" by Y. Ait-Sahalia.

·         1996 Utah Winter Finance Conference: presentation of "Risk Premia and Variance Bounds."

·         Fall 1996, joint NYU-Columbia Finance Seminar: presentation of "Transaction Costs and Predictability: Some Utility Costs Calculations."

·         1996 Meetings of the Western Finance Association: presentation of "Transaction Costs and Predictability: Some Utility Costs Calculations" and "Risk Premia and Variance Bounds."

·         1996 Colloquia on Economic Research, IGIER, Milan, Italy: presentation of "Risk Premia and Variance Bounds."

·         1996 Utah Winter Finance Conference: discussion of  "A Nonparametric Model of Term Structure Dynamics and the Market Price for Interest Rate Risk," by R. Stanton.

·         1996 Winter Meetings of the Econometric Society: presentation of "Risk Premia and Variance Bounds."

·         Spring 1996, joint NYU-Columbia Finance Seminar: discussion of  "Tests of Alternative International Asset Pricing Models," by M. Vassalou.

·         1995 Meetings of the European Finance Association: presentation of "The Central Tendency: A Second Factor in Bond Yields," "Asset Values and Policy Changes: The Case of Denmark," and discussion of "Estimating and testing Exponential-Affine Term Structure Models by Kalman Filter," by J. Duan and J. Simonato.

·         1994 Winter Meetings of the Econometric Society: presentation of "Nonlinearities in Asset Prices and Infrequent Noise Trading."

·         Fall 1994, joint NYU-Columbia Seminar: discussion of  "Discriminatory versus Uniform Treasury Auctions--Evidence from When-Issued Transactions," by K. Nyborg and S. Sundaresan.

·         1993 Meetings of the Western Finance Association: presentation of "Nonlinearities in Asset Prices and Infrequent Noise Trading."

·         Spring 1993, NBER, Monetary Economics Meeting: presentation of "A Model of Target Changes and the Term Structure of Interest Rates."

·         Fall 1992, joint NYU-Columbia Finance Seminar: presentation of "A Model of Target Changes and the Term Structure of Interest Rates."

·         Spring 1992, joint NYU-Columbia Finance Seminar: discussion of  "Real and Nominal Interest Rates: A Discrete-Time Model and its Continuous-Time Limit."

·         1991 Conference on Monetary and Fiscal Policy in Dynamic General Equilibrium Models, Barcelona, Spain: presentation of "Money and Asset Prices: Evidence from an Artificial Economy."

·         1991 Meetings of the Society for Economic Dynamics and Control: presentation of "Money and Asset Prices: Evidence from an Artificial Economy."  

 

Invited Seminar Presentations

·         2008, European Central Bank: "Asset-pricing Models and Economic Risk Premia: A Decomposition.”

·         2007, Ente Einaudi, Italy: "Asset-pricing Models and Economic Risk Premia: A Decomposition.”

·         2007, University of Brescia, Italy: "Asset-pricing Models and Economic Risk Premia: A Decomposition.”

·         2007, SAC Capital Management, "Transfer Activity in 401k Plans."

·         2007, Kansas University, "Transfer Activity in 401k Plans."

·         2006, Indiana University, "Transfer Activity in 401k Plans."

·         2006, University of Brescia, Italy: "Rebalancing Activity in 401k Plans."

·         2006, HEC Montreal: "Rebalancing Activity in 401k Plans."

·         2006, University of Arizona: "Rebalancing Activity in 401k Plans."

·         2005, Board of Governors of the Federal Reserve System: "Rebalancing Activity in 401k Plans."

·         2004, University of Minnesota: "What Do We Do with Our Pension Money: Recent Evidence from 401(k) Plans."

·         2003, University of Brescia, Italy: "Parameter Uncertainty and International Investment in a Multi-period Setting."  

·         2003, Carnegie-Mellon University: "Parameter Uncertainty and International Investment in a Multi-period Setting."  

·         2003, Rutgers University: "Parameter Uncertainty and International Investment in a Multi-period Setting."  

·         2001, University of Houston: "Portfolio Choice, Trading, and Returns in a Large 401(k) Plan."

·         1998, University of North Carolina: "Transaction Costs, Predictability, and Dynamic Portfolio Choice."

·         1998, University of Massachusetts at Amherst: "Non-Linearities in U.S. Treasury Yields: A Semi-Nonparametric Approach."

·         1998, Stockholm School of Economics: "Economic News and the Yield Curve: Evidence from the U.S. Treasury Market."

·         1998, Norwegian School of Management: "Economic News and the Yield Curve: Evidence from the U.S. Treasury Market."

·         1997, Tufts University: "Economic News and the Yield Curve: Evidence from the U.S. Treasury Market."

·         1997, Boston College: "Economic News and the Yield Curve: Evidence from the U.S. Treasury Market."

·         1997, Boston University: "Transaction Costs and Predictability: Some Utility Costs Calculations."

·         1997, University of Utah: "Economic News and the Yield Curve: Evidence from the U.S. Treasury Market."

·         1997, Dartmouth College: "Economic News and the Yield Curve: Evidence from the U.S. Treasury Market."

·         1993, Queen's University: "Money and Asset Prices: Evidence from an Artificial Economy."

·         1991, NYU (job market): "Money and Asset Prices: Evidence from an Artificial Economy."

·         1991, University of Western Ontario (job market): "Money and Asset Prices: Evidence from an Artificial Economy."

·         1991, University of Washington, Seattle (job market): "Money and Asset Prices: Evidence from an Artificial Economy."

·         1991, University of British Columbia (job market): "Money and Asset Prices: Evidence from an Artificial Economy."

 

Conference Committees

·         1999 Meetings of the Financial Management Association, in Europe.

·         1999 Meetings of the Society for Computational Economics.

 

Refereeing Activity

 

Journals

American Economic Review; Annals of Operations Research; Decisions in Economics and Finance; Economics Letters; Economic Journal; European Economic Review; Econometrica; Financial Markets Institutions, and Instruments; Financial Review; International Economic Review; International Review of Economics and Finance; Japan and the World Economy; Journal of Applied Econometrics; Journal of Banking and Finance; Journal of Business; Journal of Econometrics; Journal of Economic Dynamics and Control; Journal of Economics and Business; Journal of Empirical Finance; Journal of Finance; Journal of Financial and Quantitative Analysis; Journal of Financial Economics; Journal of Financial Intermediation: Journal of Financial Research; Journal of International Economics; Journal of International Money and Finance; Journal of Monetary Economics; Journal of Money, Credit, and Banking; Journal of Political Economy; Journal of Real Estate Finance and Economics; Journal of the European Economic Association; Macroeconomic Dynamics; Management Science; Manchester Business School; Quarterly Journal of Economics; Quarterly Review of Economics and Finance; Review of Derivatives Research; Review of Economics and Statistics; Review of Finance; Review of Financial Studies; Rivista di Politica Economica.

 

Grants

National Science Foundation; Research Grants Council, City University of Hong Kong.

 

Other

·         Committee for Evaluation of Scientific Research, Ministry of Education, Italy.

·         Outside reviewer, University of St. Thomas, George Washington University.

 

Editorial Boards

·         Journal of Business and Economic Statistics: Associate Editor

·         Journal of Financial Econometrics: Associate Editor

 

Dissertation Committees

·         Chair, Ethan Chiang, Ph.D. 2009, Boston College: Assistant Professor, University of North Carolina, Charlotte.

·         Member, George Aragon, Ph.D. 2005, Boston College: Assistant Professor, Arizona State University.

·         Member, Mariano Kulish, Ph.D. 2005, Boston College (Economics): Economist, Reserve bank of Australia.

·         Member, Paola Zerilli, Ph.D. 2005, Boston College (Economics): Lecturer, University of York, England.

·         Member, Ludan Liu, Ph.D. 2004, Boston College: Associate, Deutsche Bank.

·         Co-chair, Ozgur Demirtas, Ph.D. 2003, Boston College: Assistant Professor, Baruch College.

·         Chair, Gergana Jostova, Ph.D. 2002, Boston College: Assistant Professor, George Washington University.

·         Chair, Julie Agnew, Ph.D. 2001, Boston College: Assistant Professor, College of William and Mary.

·         Chair, Tong Yao, Ph.D. 2001, Boston College: Assistant Professor, University of Arizona.

·         Co-chair, Cesare Robotti, Ph.D. 2001, Boston College: Economist, Federal Reserve Bank of Atlanta.

·         Member, Juan Carlos Sosa, Ph.D. 2000, Boston College: Associate, State Street Bank.

·         Member, Evren Ors, Ph.D. 1999, Boston College: Assistant Professor, University of Southern Illinois at Carbondale.

·         Member, N.R. Radakhrishnan, Ph.D. 1997, New York University.

·         Member, Young-Ho Eom, Ph.D. 1996, New York University: Economist, Federal Reserve Bank of New York.