北大经院工作坊第1134场
Influencer as Selector of Good Deals
微观理论经济学工作坊
主讲人：Huanxing Yang（Professor of Economics at the Ohio State University）
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：2025年6月19日（周四）10：30-12：00
地点：北京大学经济学院302会议室
主讲人简介：
Huanxing Yang is a Professor of Economics at the Ohio State University and currently serves as the department chair. He got his Ph.D. in Economics at the University of Pennsylvania in 2004. Dr. Yang is an applied theorist with broad research interests. His main research areas include industrial organization, information economics, consumer search, internet economics, and network economics. Dr. Yang has published 30 articles in peer reviewed journals including Rand Journal of Economics, International Economic Review, American Economic Journal: Microeconomics, Games and Economic Behavior, and Theoretical Economics. His recent research projects study competitive bundling, firms' long-term competition for consumer awareness when consumers learn about products from their friends, and the spread of misinformation on social networks.
摘要：
In a consumer search model with experience goods and both horizontal and vertical product differentiation, we study the impacts of an influencer whose primary function is to select good deals for its followers. We establish conditions under which an influencer is viable and show that its presence in general benefits consumers but hurts firms as a whole. We also examine how changes in various market conditions affect the prospect of influencer marketing. Finally, we endogenize firms' quality choices and study how the presence of an influencer affects firms' incentives to invest in quality.
北大经院工作坊第1135场
Strategic Cross-Class Diversification in Insurance-Linked Securities Funds
风险、保险与不确定性经济学工作坊
主讲人：赵洋（南开大学南开-泰康保险与精算研究院副教授）
主持人：
（北大经院）贾若
（人大财金）陈泽
（清华经管）冯润桓
参与老师：
（北大经院）郑伟
（人大财金）魏丽
（人大财金）许荣
时间：2025年6月19日（周四）10：00-11：30
线上形式：腾讯会议
会议号：277 202 121
线下地点：北京大学经济学院303会议室
主讲人简介：
赵洋，南开大学南开-泰康保险与精算研究院副教授。主要研究方向为保险与风险管理、科技创新、公司金融。
摘要：
This study investigates whether increased diversification in insurance-linked securities (ILS) hedge funds improves their performance and identifies the underlying mechanisms. We develop a new measure of diversification based on cross-class return dispersion, which captures ILS funds' flexibility in adjusting their catastrophe risk exposure, financial market timing, and factor selection. Our findings show that more diversified ILS funds achieve higher returns without increasing risk, with performance driven primarily by factor returns rather than excess returns. These funds also outperform their counterparts during catastrophe market downturns by dynamically reallocating risk and exploiting market timing opportunities. An event study reveals that these funds actively manage their risk exposure before negative shocks, but adopt a risk-averse stance afterward, potentially sacrificing gains. Our results reconcile the conflicting findings in the literature, demonstrating that strategic and dynamic diversification enhances ILS fund performance through factor-driven mechanisms, rather than excessive specialization or passive risk allocation.
北大经济史学名家系列讲座
第231讲
中共秘密企业经营活动初探
主讲人：魏众（中国社会科学院经济研究所研究员）
时间：2025年6月19日（周四）10：10-12：00
地点：北京大学经济学院606会议室
主持人：武泽豪（北京大学经济学院经济史学系博士生）
评论人：周建波（北京大学经济学院经济史学系主任、教授）
主讲人简介：
魏众，中国社会科学院经济研究所中国经济思想史研究室二级研究员、博士生导师，《中国经济史研究》杂志主编。兼任中国经济思想史学会常务副会长、秘书长，中国社会科学院贫困问题研究中心副主任、经济转型与发展研究中心主任等职。2017年入选国家级百千万人才工程，同时获得“有突出贡献中青年专家”荣誉称号。2019年获得国务院颁发的政府特殊津贴。2021年被评为2016-2020年度中国社会科学院先进个人。
自1996年起从事中国经济发展研究，近年来主要从事中国现当代经济史与思想史研究。主要研究领域包括：中国经济发展、转型及其思想，收入分配与社会保障，农村发展与扶贫，民族地区经济发展研究等。多次为中央有关部门和相关部委完成政策研究和提供政策咨询。参与和主持多项国家级和省部级课题的研究工作并多次参与国际合作课题的研究工作。
主办单位：
北京大学经济学院经济史学系
北京大学社会经济史研究所
北京大学外国经济学说研究中心
供稿：科研与博士后办公室
美编：初夏
责编：度量、雨禾、雨田
