《行业研究前沿》课程系列
2025年第5期
消费品研究框架与方法论
主讲人：董广阳（华创证券执委会委员、副总裁兼研究所所长、大消费组组长）
主持老师：锁凌燕（北京大学经济学院教授）
时间：2025年11月11日（周二）18：40-20：30
地点：腾讯会议
主讲人简介：
董广阳，华创证券执委会委员、副总裁兼研究所所长、大消费组组长。曾任职于瑞银证券、招商证券。新财富白金分析师。
主办单位：
北京大学经济学院
北京大学中国保险与社会保障研究中心
北京大学中国金融与投资研究中心
北大经院工作坊第1185场
When the Opportunity Presents: Female Labor Reaction to Gender Quota on Boards
经院-全健院
“健康与劳动经济学”工作坊
主讲人：李菁（新加坡国立大学博士后）
主持老师：（北大全健院）崔知涵
参与老师：
（北大经院）秦雪征、施新政、石菊、姚奕、袁野、王耀璟、庄晨、梁远宁
（北大全健院）刘国恩、黄成、孙宇、吕蓓妮、林淑君、林昊翔、杨佳楠、蒋少翔、潘聿航
时间：2025年11月12日（周三）10：00-11：30
地点：北京大学经济学院305会议室
主讲人简介：
Jing Li is currently a post-doctorate research fellow at the Institute of Real Estate and Urban Studies, National University of Singapore. Prior to joining NUS, she obtained her PhD in Finance from HKU Business School. Her research interests include household finance, corporate finance, and real estate, with a focus on FinTech, gender, and sustainability. Her papers have been published on Financial Management and selected for presentation at conferences including EFA, CFRC, and INFORMS. Jing holds a Master’s degree from Columbia University and a Bachelor’s degree from University of California, Los Angeles.
摘要:
We document that California’s 2018 board gender quota mandate motivated regular female employees to invest more in their professional development. Leveraging LinkedIn resume data, we find that women in industries further from meeting the quota were significantly more likely to pursue an MBA and maintain continuous career trajectories. This uptick in MBA enrollment was especially pronounced among women at higher career stages, with leadership-oriented skills, degrees from higher-ranked universities, and in industries where MBAs are more closely associated with board appointments. Reductions in career gaps were most evident around the typical age of first childbirth. Importantly, we find no evidence of a crowding-out effect on male employees’ self-investment. Our findings offer empirical support that gender board quotas can enhance women’s human capital investment, reinforcing the long-term potential of affirmative action policies to reduce gender disparities in corporate leadership.
北大经院工作坊第1186场
Compliance in Non-Compliant Territories: How Jurisdictional Exposure Regulates Multinational Corporations
发展与公共财政工作坊
主讲人：徐简（新加坡国立大学政治学系助理教授）
参与老师：
（北大经院）刘冲、吴群锋、曹光宇、年永威
（北大国发院）李力行、席天扬、徐化愚、于航、王轩、易君健、黄清扬
（北大光华）张晓波、仇心诚
时间：2025年11月12日（周三）10：30-12：00
地点：北京大学国家发展研究院承泽园245教室
主讲人简介：
徐简，新加坡国立大学（NUS）政治学系助理教授，获埃默里大学政治学博士学位。其研究领域为国际与比较政治经济学，重点关注政商关系、法治机构与腐败之间的互动，以及跨国公司在不同法域运营时的风险缓释策略。其研究成果发表于International Organization、Comparative Political Studies、Review of International Political Economy、Global Strategy Journal等期刊。
摘要：
How do domestic judicial rulings regulate multinational corporations in foreign territories? Focusing on the U.S. Foreign Corrupt Practices Act (FCPA), we analyze a 2014 U.S.appellate court ruling expanding its jurisdiction to include corrupt transactions with state-owned enterprises. Employing a difference-in-differences design, we evaluate its financial impact on China-based firms listed in the U.S. stock market. Results show that U.S. listed firms in China’s state-dominated sectors experience significant declines in market performance post-ruling, suggesting that heightened FCPA scrutiny curbs corrupt rent-seeking. Furthermore, using industry-level FCPA enforcement as an additional measure of external deterrence, we find that FCPA deterrence significantly reduces financial performance and market share of U.S.-listed firms operating in high-barrier industries prone to rent-seeking. This research identifies a novel mechanism of transnational regulation, demonstrating how domestic judicial decisions can influence non-compliant foreign market environments via jurisdictional ties. It advances research on the extraterritorial impact of domestic judiciaries on corporate (mis)conduct.
北京大学金融工程实验室
“对话投资总监”系列讲座
2025年总第三十二讲：理论与实战——基于机器学习的股票策略框架
主讲人：王先生（因诺资产股票策略资深基金经理）
主持老师：（北大经院）黎新平
时间：2025年11月12日（周三）19：00 - 20：30
地点：北京大学经济学院107会议室
主要内容：
本次分享邀请国内头部量化私募因诺资产的资深基金经理，聚焦股票策略，以实战为主线，梳理A股机器学习建模流程与主流神经网络模型，并以案例解析人工智能在股票策略中的应用价值、边界与落地要点。
主讲人简介：
王先生，清华大学计算机硕士，因诺资产股票策略资深基金经理。王先生具有多年量化投研从业经验，专注于机器学习在股票策略中的落地实践，实盘经验丰富，为公司自主培养且最快晋升的PM之一。
公司简介：
因诺（上海）资产管理有限公司是一家专注于二级市场投资的量化基金公司，目前，因诺资产管理规模逾百亿。成立十年来，因诺资产致力于为投资者创造长期价值，依托于专业的团队，构建了高水平的量化投资多策略体系和成熟的交易系统。自成立以来，因诺资产创造了优秀的业绩，荣获了金牛奖、金阳光奖、金长江奖、英华奖等百余项奖项。
供稿：科研与博士后办公室
美编：诉木
责编：度量、雨禾、雨田
