ISSUE INFORMATION ‐ TOC

• Date: 01 August 2016
• DOI: http://doi.org/10.1111/jofi.12334
• Published date: 01 August 2016

Vo l u m e 7 1 CONTENTS for AUGUST 2016 No. 4

ARTICLES

Presidential Address: Debt and Money: Financial Constraints and

Sovereign Finance

PATRICK BOLTON ...................................................... 1483

A Model of Financialization of Commodities

SULEYMAN BASAK and ANNA PAVLOVA ................................. 1511

Return Seasonalities

MATTI KELOHARJU,JUHANI T. LINNAINMAA,andPETER NYBERG ....... 1557

The Impact of Venture Capital Monitoring

SHAI BERNSTEIN,XAVI ER GIROUD,andRICHARD R. TOWNSEND ......... 1591

On Enhancing Shareholder Control: A (Dodd-) Frank Assessment

of Proxy Access

JONATHAN B. COHN,STUART L. GILLAN,andJAY C. HARTZELL ......... 1623

Risk-Sharing or Risk-Taking? Counterparty Risk, Incentives,

and Margins

BRUNO BIAIS,FLORIAN HEIDER,andMARIE HOEROVA.................. 1669

Good-Specific Habit Formation and the Cross-Section of Expected

Returns

JULES H. VAN BINSBERGEN ............................................ 1699

Do Private Firms Invest Differently than Public Firms? Taking Cues

from the Natural Gas Industry

ERIK P. GILJE and JEROME P. T AILLARD ................................ 1733

It Pays to Set the Menu: Mutual Fund Investment Options

in 401(k) Plans

VERONIKA K. POOL,CLEMENS SIALM,andIRINA STEFANESCU .......... 1779

Exodus from Sovereign Risk: Global Asset and Information Networks

in the Pricing of Corporate Credit Risk

JONGSUB LEE,ANDY NARANJO,andSTACE SIRMANS ................... 1813

The Optimal Size of Hedge Funds: Conflict between Investors

and Fund Managers

CHENGDONG YIN ...................................................... 1857

REPORTS OF THE AMERICAN FINANCE ASSOCIATION

Report of the Editor of the Journal of Finance for the Year 2015

KENNETH J. SINGLETON ............................................... 1895

Minutes of the 2016 Annual Membership Meeting

JIM SCHALLHEIM ...................................................... 1911

Report of the Executive Secretary and Treasurer

JIM SCHALLHEIM ...................................................... 1913

MISCELLANEA ...................................................... 1915

ANNOUNCEMENTS ................................................ 1917