Pierre Collin-Dufresne

Professor of Finance

Pierre Collin-Dufresne is a Professor at the Swiss Finance Institute of the École Polytechnique Fédérale de Lausanne.

He has published in leading academic journals such as Econometrica, The American Economic Review, and The Journal of Finance and won various research awards including Amundi Smith Breeden Prizes.

He has served as director of the American Finance Association, director of the Western Finance Association, associate editor for several leading finance journals, and has been a member of the Center of Economic Policy Research and of the National Bureau of Economic Research.

Before joining the SFI, he was the Carson Family Professor of Business at Columbia University. He previously held professorships at the Haas School of Business of UC Berkeley and at Carnegie Mellon University. Professor Collin-Dufresne also worked in the Quantitative Strategies group of Goldman Sachs Asset Management and as consultant for the Federal Reserve Bank of New York and the European Central Bank, as well as for Cornerstone Research.

Curriculum Vitae

Journal Articles

Liquidity Regimes and Optimal Dynamic Asset Allocation  forthcoming The Journal of Financial Economics, 2020 (with Kent Daniel and Mehmet Saglam).

Market Structure and Transaction Costs of Index CDSs  forthcoming The Journal of Finance, 2020 (with Benjamin Junge and Anders Trolle).

Insider Trading, Stochastic Liquidity and Equilibrium Prices, Econometrica, 2016 (with Vyacheslav Fos)

Parameter Learning in General Equilibrium: Asset Pricing Implications American Economic Review, 2016. (with Michael Johannes and Lars Lochstoer).

On the Relative Pricing of Long Maturity Options and Collateralized Debt Obligations  Journal of Finance 2012 (with Robert Goldstein and Fan Yang).

Portfolio Choice over the Life-Cycle when the Stock and Labor Markets are Cointegrated Journal of Finance 2007 (with Luca Benzoni and Robert Goldstein).

Do Bonds Span the Fixed-Income Markets? Theory and Evidence for Unspanned Stochastic Volatility  Journal of  Finance 2002 (with Robert Goldstein).

The Determinants of Credit Spreads  Journal of Finance 2001 (with Robert Goldstein and Spencer Martin).

On The Term Structure of Default Premia in the Swap and Libor Market Journal of Finance 2001 (with Bruno Solnik).

Is Credit-Event Risk Priced? Modeling Contagion Risk Via the Updating of Beliefs” 2003, Pierre Collin-Dufresne, Robert S. Goldstein and Jean Helwege.

Generalizing the Affine Framework to HJM and Random Fields” 2002, Pierre Collin-Dufresne and Robert S. Goldstein.

2023
Admissible Surplus Dynamics and the Government Debt Puzzle
, by Pierre Collin-Dufresne (SFI & EPFL), Julien Hugonnier (EPFL) and Elena Perazzi (EPFL).

Trade, Quotes, and Information Shares, by Bjorn Hagstromer and Albert Menkveld // Discussant: Pierre Collin-Dufresne SFI@EPFL and CEPR

2022
The Core, the Periphery, and the Disaster: Corporate-Sovereign Nexus in Covid-19 Times by Ruggero Jappelli, Loriana Pelizzon, and Alberto Plazzi // Discussant: Pierre Collin-Dufresne

Bond Funds and Credit Risk by Jaewon Choi, Amil Dasgpta, Ji Yeol Jimmy Oh

Is the bond market competitive? Evidence from the ECB’s asset purchase programme, by Johannes Breckenfelder (ECB), Pierre Collin-Dufresne (SFI&EPFL) and Stefano Corradin (ECB)

2021

What Drives Asset Prices In 2021 by Pierre Collin-Dufresne

Information Chasing Versus Adverse Selection by Gabor Pinter, Chaojun Wang and Junyuan Zou

Which Investors Drive Factor Returns? by Morad Elsaify

Marking To Market Corporate Debt by Lorenzo Bretscher, Peter Feldhutter, Andrew Kane, and Lukas Schmid

Monetary Policy Disconnect by Benedikt Ballensiefen, Angelo Ranaldo, and Hannah Winterberg

How integrated are Credit and Equity markets? Evidence from index options by Pierre Collin-Dufresne, Benjamin Junge and Anders Trolle

2020

Informed Traders and Dealers in the FX Forward Market by Pierre Collin-Dufresne, Peter Hoffman and Sebastian Vogel

Commonality in Credit Spread Changes: Dealer Inventory and Intermediary Distress by Zhiguo He, Paymon Khorrami and Zhaogang Song

Disastrous Defaults by C. Gourieroux, A. Monfort, S. Mouabbi and J.-P.  Renne

2019

Dynamic Asset Allocation with Transaction Costs:The Importance of Hedging Demands by Pierre Collin-Dufresne, Kent Daniel and Mehmet Saglam

Liquidity, Volume and Volatility by Vincent Bogousslavsky and Pierre Collin-Dufresne

A Unified Model of Distress Risk Puzzles by Zhiyao Chen, Dirk Hackbarth and Ilya Strebulaev

The FOMC Risk Shift by T. Kroenke, M. Schmeling and A. Schrimpf

2018

Market Structure and Transaction Costs of Index Credit Default Swaps by Pierre Collin-Dufresne, Benjamin Junge and Anders Trolle

Private Equity Indices based on Secondary Market Transactions by Brian Boyer, Taylor Nadauld, Keith Vorkink and Michael Weisbach

2017

The importance of Foreign shocks on Money Market Rates: Event Study Magnitude Restrictions by Roberto De Santis and Srecko Zimic

Contagion in the CDS Market by Mark Paddrik and Sriram Rajan and H. Peyton Young

Deviations from Covered Interest Rate Parity by Wenxin Du, Alexander Tepper and Adrian Verdelhan

Volume, Volatility, and Public News Announcements by Tim Bollerselev, Jia Li and Yuan Xue

Payments, Credit, and Asset Prices by Monika Piazzesi and Martin Schneider

Monetary policy and bank equity values in a time of low interest rates by Miguel Ampudia and Skander van den Heuvel

Debt, Information, and Illiquidity by Efraim Benmelech and Nittai Bergman

Deflation, Sticky Leverage and Asset Prices by Harjoat Bhamra, Christian Dorion, Alexandre Jeanneret, and Michael Weber

2006 – 2016

Discussion of “An empirical analysis of the pricing of collateralized Debt obligation” by Francis Longstaff and Arvind Rajan

Credit Risk Markets: Opportunities and Challenges

Discussion of “Default Risk Premia and Asset Returns” by Antje Berndt, Aziz Lookman and Iulian Obreja

“Do (should) Credit Index market conventions have an impact on prices?” by Pierre Collin-Dufresne

Roundtable on Default Risk Correlation Models by Pierre Collin-Dufresne

Discussion of “The Bear’s lair: Indexed Credit Default Swaps and the Subprime Mortgage Crisis” by Nancy Wallace and Richard Stanton by Pierre Collin-Dufresne

Discussion of “Credit Contagion from Counterparty Risk” by Philippe Jorion and Gayan Zhang by Pierre Collin-Dufresne

Creditmodels Credit Modeling after the Crisis derivatives 2009: Looking towards the futureby Pierre Collin-Dufresne

Decomposing the Yield Curve by John H Cochrane and Monika Piazzesi

The Impact of the Credit Crunch on Quant Investing by Pierre Collin-Dufresne

Macroeconomic Conditions and the Puzzles of Credit Spreads and Capital Structure by Hui Chen

Inflation Bets or Deflation Hedges? The Changing Risks of Nominal Bonds by Campbell, Sunderam and Viceira

Economic Catastrophe Bonds by Coval, Jurek and Stafford

A preferred-Habitat Model of the Term structure of interest rates by Dimitri Vayanos and Jean-Luc Vila

Explaining Credit Default Swap Spreads with the Equity Volatility and Jump Risks of Individual Firms, by Benjamin Zhang, Hao Zhou and Haibin Zhu

An empirical analysis of the pricing of collateralized Debt obligation by Francis Longstaff and Arvind Rajan

Alternative (?) Perspective on Fixed Income Markets by Pierre Collin-Dufresne

Notes on Bonds: Liquidity at all Costs in the Great Recession, by David Musto, Greg Nini and Krista Schwarz

Liquidity Premium in the Eye of the beholder: An Analysis of the Clientele Effect in the Corporate Bond Market by Jing-Zhi Huang, Zhengshen Sun, Tong Yao and Tong Yu

Can Interest Rate Volatility be Extracted from the Cross Section of Bond Yields? An Investigation of Unspanned Stochastic Volatility by Pierre Collin-Dufresne, Robert Goldstein and Christopher Jones

Do Central Bank Liquidity Operations Affect Interbank Lending Rates? by Jens Christensen, Jose Lopez and Glenn Rudebusch

Modeling Commodity Futures: Reduced Form vs. Structural Models by Pierre Collin-Dufresne

Humpbacks in Credit Spreads by Deepak Agrawal and John Bohn

On the Relation Between Credit Spread Puzzles and the Equity Premium Puzzle by Long Chen, Pierre Collin-Dufresne and Robert Goldstein

Gold, Platinum and Expected Stock Returns by Darien Huang

How the Subprime Crisis Went Global: Evidence from Bank Credit Default Swap Spreads by Barry Eichengreen, Ashoka Mody, Milan Nedeljkovic and Lucio Sarno

Hedging in Fixed Income Markets by Malkhozov, Mueller, Vedolin and Venter

Anticipated and Repeated Shocks in Liquid Markets by Dong Lou, Hongjun Yan and Jinfan Zhang

Optimal Option Portfolio Strategies by Jose Afonso Faias and Pedro Santa-Clara

Quantifying Liquidity and Default Risks of Corporate bonds over the Business Cycle by Chen, Cui, He, and Milbradt

Liquidity and Liquidity Risk in the cross-section of stock returns by Volodymyr Vovchak

CDS Auctions by Michael Chernov, Alexander Gorbenko and Igor Makarov

Credit and Liquidity in Interbank Rates: A Quadratic Approach by Simon Dubecq, Alain Monfort, Jean-Paul Renne and Guillaume Roussellet

The Cross section of Credit Risk Premia and Equity returns by Nils Friedwalkd, Christian Wagner and Josef Zechner

Carry by Ralph Koijen, Tobias Moskowitz, Lasse Pedersen and Ewert Vrugt

Short selling activity and waiting games by Francesco Franzoni, Massimo Massa and Carlo Sommavilla

Dynamic Dependence and diversification in Corporate Credit by Peter Christoersen, Kris Jacobs, Xisong Jin and Hugues Langlois

Is Credit Event Risk Priced? Modeling Contagion via the Updating of Beliefs by Pierre Collin-Dufresne, Robert Goldstein and Jean Helwege

On The Relative Pricing of Long Maturity S&P 500 Index Options and CDX Tranches by Pierre Collin-Dufresne, Robert Goldstein and Fan Yang

Current

Introductory Finance (Undergraduate)

Investments

Information and Asset Pricing (PhD)

Past

Theory of Financial Economics (PhD)

Credit derivatives (Masters in Financial Engineering)

Advanced Derivatives (MBA)

Continuous Time Finance (PhD)

Advanced Debt Markets (Master in Computational Finance)

Term Structure Theory and Credit Derivatives (Master in Computational Finance)

Futures, Options and Other Derivatives (MBA)

Applied Stochastic Calculus for Finance (Master in Financial Engineering)

PhD (Finance), HEC School of Management, Paris, France

Master in Mathematical Economics, EHESS, Paris, France

Master in Business, HEC School of Management, Paris, France