Beyond Random Assignment: Credible Inference and Extrapolation in Dynamic Economies
Co-authored with: Christopher A. Hennessy Journal of Finance, forthcoming https://doi.org/10.1111/jofi.12862 SSRN Version
A Unified Model of Distress Risk Puzzles
Co-authored with: Zhiyao Chen, Dirk Hackbarth https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3270533
Squaring Venture Capital Valuations with Reality
Co-authored with: Will Gornall https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2955455 Online Appendix Best Paper, Private Equity Research Consortium 2017 Best Paper Award Highly commended paper, Best Private Equity paper 2017, Savvy Investor Awards
Financing as a Supply Chain: The Capital Structure of Banks and Borrowers
Co-authored with: Will Gornall Journal of Financial Economics, forthcoming https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2347107 SSRN Version
Macroeconomic Risk and Idiosyncratic Risk-Taking
Co-authored with: Zhiyao (Nickolas) Chen Review of Financial Studies, forthcoming https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3056240 SSRN version
How Do Venture Capitalists Make Decisions?
Co-authored with: Paul A. Gompers, Will Gornall, Steven N. Kaplan https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2801385
The Economic Impact of Venture Capital: Evidence from Public Companies
Co-authored with: Will Gornall http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2681841
Firm Size and Capital Structure
Co-authored with: Alexander Kurshev Quarterly Journal of Finance, 2015, 5, 3, 1-46 http://papers.ssrn.com/sol3/papers.cfm?abstract_id=676106 SSRN Version
Returns on Venture Capital Investments: Insiders vs. Outsiders
Co-authored with: Michael Ewens, Matthew Rhodes-Kropf https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2849681