Event signup

We are delighted to announce our 13th Annual Client Conference. The conference will take place on Tuesday May 18 and Thursday May 20, completely online.

Who should register?

The Annual Ortec Finance Client Conference is an invitation-only event intended for all our clients.


During this past year, everybody needed to adapt one-way or another, a new way of connecting made its way into the world. Although our event is online, we expect to provide you with a fantastic 'in person' experience.

Dates and time

Tuesday May 18 09.00 – 13.00 CEST, 05.00 – 09.00 EDT, 19.00 – 23.00 AEST
Thursday May 20 15.00 – 18.00 CEST, 11.00 – 14.00 EDT, 01.00 – 04.00, May 21st AEST


Day 1

Tuesday May 18th


09:05 - 09:20
Opening and welcome
Opening Interview Ton van Welie, CEO Ortec Finance
09:20 - 09:30 Break 
09:30 - 10:00
Session 1
What about scenario models in these exceptional times?
10:00 - 10:10 Break 
10:10 - 10:40
Session 2

How to grasp the role of private assets in a portfolio 
10:40 - 11:05 Break and networking 
11:05 - 11:35
Session 3

How to integrate climate into investment decision making 
11:35 - 11:45 Break 
11:45 - 12:15
Session 4

Know your customer: Like you and me it's just a human being (and not a robot)
12:15 - 12:25 Break
12:25 - 12:55
Session 5A
Parallel Session
Navigator Best Practice Session
12:25 - 12:55
Session 5B
Parallel Session
Risk insights from AI driven global real-time unstructured data
12:25 - 12:55
Session 5C
Parallel Session
Entwicklungen im Asset-Liability-Management und im Risikomanagement (CH)  
12:25 - 12:55
Session 5D
Parallel Session
VisualVest, from a Robo advice start-up to a nationwide roll out in the Cooperative Banking Network
12:55 - 13:00 Goodbye

Day 2

Thursday May 20th 


07:00 - 08:00
Extra Parallel Session Pacific Region
Roadmap PEARL
14:57 - 15:05 Welcome
15:05 - 15:35
Session 6
Interview with Rachel Teo, Head of Futures (Research) Unit, and Senior Vice President, Economics & Investment Strategy, GIC, on their climate risk integration journey
15:35 - 15:45 Break 
15:45 - 16:00 Networking
16:00 - 16:30
Session 7A
Parallel Session
Adjusting capital market assumptions for the economic scenarios using the Economy Customization Layer  
16:00 - 16:30
Session 7B
Parallel Session
OPAL Wealth - A new OPAL platform that enhances client engagement through goals based wealth management
16:00 - 16:30
Session 7C
Parallel Session
Dutch only: Transitie-ftk en invaardekkingsgraden: wat betekent dit voor deelnemers
16:00 - 16:45
Session 7D
Parallel Session
Roadmap PEARL
16:30 - 16:40 Break
16:40 - 16:55 Networking
16:55 - 17:25
Session 8
Pulling the inflation trigger? Panel discussion on fiscal stimulus during the Covid-19 pandemic
17:25 - 17:35 Break
17:35 - 18:05
Session 9

Machine Learning in Financial modeling: Hurdles to overcome
18:05 - 18:15 Thank you


Invitations for this free event have already been sent by email. Please do register if you would like to attend. If you did not receive your personal invitation and you are an Ortec Finance client, please contact your Ortec Finance consultant or get in contact with Bianca van de Kaa via bianca.vandekaa@ortec-finance.com, because we are pleased to welcome you.

Find the positive impact

Replacing a physical event with an online one makes quite an impact. One of the advantages of a digital event, besides the fact that it saves a lot in travel time and costs, is that it is much less harmful to the environment. By adding your location into the CO2 calculator available on the platform we will calculate how many trees are saved, and the CO2 saving per person. We’ll be excited to see the results!


If you have any questions about the Client Conference, please contact Bianca van de Kaa.

We look forward to seeing all our clients again!

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