北大经院工作坊第1265场
Screening for choice sets
微观理论经济学工作坊
主讲人：Tan Gan（Assistant Professor of Managerial Economics and Strategy at the London School of Economics and Political Science）
主持老师：
（北大经院）吴泽南、石凡奇
（北大国发院）胡岠
参与老师：
（北大经院）胡涛
（北大国发院）汪浩、邢亦青
（北大光华）翁翕、刘烁
时间：2026年4月23日（周四）10:30-12:00
地点：世界杯官网305会议室
主讲人简介：
Tan Gan is an Assistant Professor of Managerial Economics and Strategy at the London School of Economics and Political Science. He received his undergraduate degree in Mathematics from Peking University in 2018 and his PhD from Yale University in 2024. He specializes in microeconomic theory, with a focus on mechanism design and information economics. His research has appeared in top journals such as the Journal of Political Economy, Journal of Economic Theory and Rand Journal of Economics, and he has work under R&R at the Review of Economic Studies.
摘要：
We study a screening problem in which an agent privately knows which actions or technologies are feasible and can disclose only a subset to a principal. Once disclosed, feasible options are verifiable and their payoff consequences are publicly known, so private information concerns feasibility rather than payoffs, misreporting restricts the principal’s choices directly rather than distorting her beliefs. Assuming feasible sets are ordered by inclusion, we establish a simple characterization of the optimal mechanism, where the principal either behaves as if there is no asymmetric information or locally provides no reward for better proposals. We derive comparative statics and illustrate the framework in applications to managing persuasion, action elicitation, and production-technology elicitation.
北大经院工作坊第1266场
Did Tariffs Make American Manufacturing Great? New Evidence from the Gilded Age
经济史工作坊
主讲人：Christopher M. Meissner（professor of economics at the University of California, Davis）
主持老师：（北大经院）赵一泠
参与老师：
（北大经院）郝煜、管汉晖、周建波
（北大光华）颜色、李波
（清华大学）徐志浩
时间：2026年4月23日（周四）9:00-10:30
形式：腾讯会议
会议号：815-814-080
主讲人简介：
Christopher M. Meissner is professor of economics at the University of California, Davis. His research focuses on the economic history of the international economy particularly between 1870 and 1913. He is also a Research Associate at the National Bureau of Economic Research (NBER) in the Development of the American Economy (DAE) program. Previous to joining the faculty at Davis, Meissner was an associate professor at the Faculty of Economics at the University of Cambridge. In Cambridge he was the Director of Studies in Economics and a Fellow of King's College. He has held visiting scholar positions at the International Monetary Fund, Harvard, INSEAD, the Paris School of Economics, University of Southern Denmark, Odense, New York University (Shanghai), and Bayreuth University. In 2006 he was a Houblon Norman fellow at the Bank of England. In the autumn of 2015 he was the Hans Christian Andersen visiting Professor at the University of Southern Denmark, Odense. In 2026-27 he will be the Pitt Professor of American History and Institutions at the University of Cambridge.
摘要：
We study the relationship between tariffs and labor productivity in US manufacturing between 1870 and 1909. Using highly disaggregated tariff data, state-industry data for the manufacturing sector, and an instrumental variable strategy, results show that tariffs reduced labor productivity. Tariffs also generally reduced the average size of establishments within an industry but raised output prices, value-added, gross output, employment, and the number of establishments. We also find evidence of heterogeneity in the association between tariffs and value added, gross output, employment, and establishments across groups of industries. We conclude that tariffs may have reduced labor productivity in manufacturing by weakening import competition and by inducing entry of smaller, less productive domestic firms. Our research also reveals that lobbying by powerful and productive industries may have been at play. The era’s high tariffs are unlikely to have helped the US become a globally competitive manufacturer.
世界杯官网金融工程实验室“金工首席谈量化”特别专题讲座
第46讲：Deep Learning in Trading
主讲人：杨垚威（Optiver Head of Technology）
主持老师：（北大经院）黎新平
时间：2026年4月23日（周四）19:00-21:00
地点：世界杯官网107会议室
主讲人简介：
杨垚威，现任Optiver上海技术负责人（Head of Technology），负责交易系统与研发基础设施的整体技术战略与工程管理。他于2013年加入Optiver阿姆斯特丹办公室，此前在德国学习和工作逾十年。职业生涯始于C++开发，随后在低延迟交易系统、技术平台以及量化研究基础设施等多个领域积累了丰富经验。自2018年以来，他聚焦于量化交易能力建设以及研发系统的规模化发展，推动上海办公室逐步成为Optiver在人工智能与机器学习方向的核心技术枢纽。2025年，Optiver在上海与纽约启动全球AI Lab建设。他目前负责上海AI Lab的组建与发展，致力于推动交易、数据与人工智能的深度融合与创新。
主要内容：
本次讲座将聚焦深度学习在全球顶尖做市与量化交易中的前沿实践，结Optiver全球AI Lab的技术布局与工程落地经验，系统解析深度学习如何重构交易系统、信号挖掘等。主讲人将分享从传统量化到深度学习驱动交易的演进路径，涉及时序预测、强化学习、订单流建模等技术在多资产交易场景的工程化应用，并展望深度学习及AI技术与交易融合的未来趋势。
北大经院工作坊第1267场
Cross-Insider Trading
计量、金融和大数据分析工作坊
主讲人：Shiyang Huang (Professor of Finance at the University of Hong Kong)
主持老师：（北大经院）李少然
参与老师：
（北大经院）王一鸣、王熙、刘蕴霆、王法、巩爱博
（北大国发院）黄卓、沈艳、张俊妮
时间：2026年4月24日（周五）10:00-11:30
地点：世界杯官网107会议室
主讲人简介：
Shiyang Huang is a Professor of Finance at the University of Hong Kong and Deputy Head of the Department of Finance at HKU Business School. He is a recipient of the National Science Fund for Distinguished Young Scholars (Category A) and the University of Hong Kong Outstanding Young Scholar Award. He also serves as an Associate Editor of the internationally renowned journals Journal of Financial Markets and Journal of Economic Dynamics and Control. He has published papers in leading international journals , including Journal of Financial Economics, Review of Financial Studies, Management Science, Journal of Economic Theory, and Journal of Financial and Quantitative Analysis.
摘要：
In this paper, we argue that insiders could access and even exchange nonpublic material information through professional networks and conduct cross-stock trading to exploit it, which we term “cross-insider trading”. We use two novel datasets—a proprietary administrative transaction-level data from India and LinkedIn profiles–and provide strong evidence consistent with this argument. Specifically, we find that insiders trade more frequently on stocks where their former colleagues currently work, and such trading is not due to industry/local familiarity. We also find that these cross-insider trading can significantly predict future stock returns without reversal, whereas the trades of the same group of insiders have no such predictability on stocks in the same industry. More importantly, we use exogenous “moving-out” of linked insiders as quasi-exogenous shocks to address causality issues. Cross-insider trading constitutes a distinct form of insider trading and challenges the current regulatory framework.
北大经院工作坊第1268场
Insurance demand under government interventions and distorted probabilities
风险、保险与不确定性经济学工作坊
主讲人：张艺赢（南方科技大学数学系副研究员）
主持人：
（人大财金）胡文涛、陈泽
（清华经管）冯润桓
（北大经院）贾若
参与老师：
（北大经院）郑伟
（人大财金）魏丽、何林
时间：2026年4月24日（周五）14:30-16:00
形式：腾讯会议
会议号：347 641 219
地点：中国人民大学教学二楼2203教室
主讲人简介：
张艺赢，南方科技大学数学系副研究员、助理教授、博士生导师。2018年9月博士毕业于香港大学统计与精算学系，随后赴鲁汶大学和阿姆斯特丹大学进行联合学术访问。2019.1-2021.8在南开大学统计与数据科学学院工作，任助理教授，2021年8月加入南方科技大学数学系，任助理教授。主要研究兴趣包括最优保险设计、巨灾保险、风险减量、风险度量、系统性风险等。已发表学术论文约80篇，研究成果主要发表在保险精算、金融数学、经济学和运筹管理等领域主流期刊，如：IME、ASTIN Bulletin、SAJ、NAAJ、SIFIN、QF、JEDC、EJOR、RESS、NRL等杂志。正在主持国自然面上1项、深圳市面上2项，主持完成国自然青年等项目3项。目前担任国际SCIE期刊Hacettepe Journal of Mathematics and Statistics编委会成员。现任第三届CSIAM金融数学与工程和精算保险专委会委员、中国现场统计研究会风险管理与精算分会理事、中国商业统计学会理事、中国优选法统筹法与经济数学研究会量化金融与保险分会理事、全国工业统计教学研究会数字经济与区块链技术协会理事。
摘要：
In this talk, we investigate the optimal insurance demand for an individual under distorted probabilities, considering the participation of government interventions, such as premium subsidies and disaster relief. We model the premium subsidy as a non-decreasing function ranging from 0 to 1, representing the percentage of government support, whereas the relief assistance is characterized by a 1-Lipschitz relief scheme function, reflecting the government's effort in post-disaster recovery. When the expected-value premium principle is employed, the general form of the optimal retained loss function for the policyholder is derived under a concave government relief scheme. We demonstrate that the optimal retained loss function takes a layered form, shaped by the trade-off between government premium subsidies and relief assistance, and can be further characterized by an ordinary integro-differential equation. In particular, explicit solutions are obtained for VaR and general convex distortion risk measures. To provide further insights, we explore two extensions: one investigates the design of the optimal safety loading from the insurer's perspective, while the other examines the impact of the government's budget constraint. Finally, we present numerical examples to illustrate and validate the main findings.
北大经院工作坊第1269场
Proactive Adaptation to Wildfires: Evidence from California Cities
生态、环境与气候变化经济学工作坊
主讲人：Wei Guo（Assistant Professor at the School of Public Policy of UC Riverside）
时间：2026年4月24日（周五）10:30-12:00
地点：世界杯官网国家发展研究院承泽园246教室
主讲人简介：
Wei Guo is an Assistant Professor at the School of Public Policy of UC Riverside and an Affiliated Scientist with the Euro-Mediterranean Center on Climate Change (CMCC) and the RFF-CMCC European Institute on Economics and the Environment (EIEE). Her research areas are Environmental Economics and Policy, with a focus on climate adaptation, natural disaster management, public finance, and visual aesthetics in urban planning. She obtained my PhD in Agriculture and Resource Economics from UC Berkeley in 2023.
摘要：
Wildfires have intensified rapidly in frequency and severity, yet little is known about whether such events spur proactive investments in sustainable technologies and practices. This study examines responses to wildfire shocks through construction and green investment decisions in California’s building sector from 2013 to 2025. Using high-resolution spatial data, we distinguish between direct damage and exposure to wildfire perimeters to identify effects driven by physical recovery and by heightened climate-risk perception. Results show that wildfire damage triggers short-term surges in rebuilding and green construction, while exposure drives energy-efficiency upgrades to existing buildings. Residential EV charger installations rise after wildfires, reflecting heightened climate awareness, whereas commercial installations decline amid post-disaster financial constraints. Overall, the findings suggest that wildfire events catalyze proactive adaptation, encouraging the adoption of clean and resilient technologies through recovery processes and heightened climate awareness.
北大经院工作坊第1270场
From Nudges to Norms: Lasting Pro-Environmental Behavior
行为和实验经济学工作坊
主讲人：潘聿航（世界杯官网全球健康发展研究院助理教授）
主持老师：（北大经院）陆方文
时间：2026年4月24日（周五）10:10-11:30发布并关闭
地点：世界杯官网303会议室
主讲人简介：
潘聿航，世界杯官网全球健康发展研究院助理教授。他2015年本科毕业于北京师范大学，2021年于香港科技大学取得博士学位。加入北大之前，他曾于香港大学经管学院担任博士后研究员。他的主要研究领域为环境经济学、健康经济学、以及发展经济学，着重于使用因果推断（应用微观计量）的方法研究环境污染、政策制定、气候变化对于健康与社会福利的影响。他的研究论文发表于Science、Journal of Environmental Economics and Management，Nature Sustainability 等经济学和科学类期刊。
摘要：
This study examines whether simple informational interventions on a large food-delivery platform can generate lasting reductions in single-use cutlery use by shifting individual behavior from one-off responses to more durable social norms and habits. Using a randomized field experiment on a major Chinese platform, we compare personalized feedback on users’ own past no-cutlery choices with messages highlighting local social norms and identity labels. Both interventions substantially increase the share of orders without single-use cutlery during the active treatment period, and these effects decline gradually after all messages are removed. The personalized feedback works mainly by reinforcing existing pro-environmental tendencies among users with moderate baseline green behavior, while the social-norm and identity messages are especially effective for users who were initially less environmentally inclined, consistent with self-consistency versus social-comparison channels. Exploiting variation in repeated exposure, we show that greater exposure intensity strengthens post-intervention persistence, providing direct evidence of habit formation as a pathway from nudges to norms.
供稿：科研与博士后办公室
美编：鱼尔
责编：度量、雨禾、雨田
