时间：2025年4月25日（周五）13:30-15:00

地点：北大国发院承泽园131教室

主持人： 雷晓燕、易君健

参与老师：张丹丹、李玲、刘国恩、黄炜

主讲人： Juan Pantano，亚利桑那大学经济学

摘要： 

The exclusion restriction plays a key role in the identification of LATE (Imbens & Angrist (1994), Angrist, Imbens & Rubin (1996)). We discuss a particularly ubiquitous way in which the exclusion restriction would seem to be generically violated. We argue that this form of violation is not addressed in the many applications that rely on this influential framework. We characterize the bias that this particular violation gives rise to and, more constructively, discuss how to use the particular structure of the violation along with milder assumptions and additional data to restore identification. We provide sharper bounds by exploiting the specific structure of the exclusion restriction violation we uncover. Further, with an additional assumption which is plausible in many empirical settings, we restore point identification of LATE. We illustrate with examples and discuss why this violation is likely present in most existing empirical applications. Our approach naturally extends to other IV settings where the LATE parameter is commonly invoked, such as randomized controlled trials with imperfect compliance and fuzzy regression discontinuity designs. Moving beyond LATE, we also consider how the same problems and solution ideas apply to identification of the MTE profile and more structural "Roy" models of treatment effects.

主讲人简介：

Juan Pantano is Professor of Economics at University of Arizona, currently visiting the Faculty of Business and Economics at the University of Hong Kong. He also held faculty appointments at Stony Brook University and Washington University in St. Louis and served as Associate Director for Research in the Center for the Economics of Human Development at the University of Chicago. Prof. Pantano received his PhD in Economics from UCLA. His research interests span several fields in applied microeconomics including Labor and Health Economics.