Materials have been made available to clients that were invited to Ortec Finance’s 1st 100% virtual Client Conference. Most of the recordings and presentations can be found here too.

Clients were very positive in evaluating the 13th Ortec Finance Client Conference. They were presented a two-day program with many contributions from clients, external speakers and our own specialists. Ortec Finance is happy to see that this covid-19 forced virtual event succeeded in engaging clients from all over the world, via live-streamed short intermezzos, virtual meeting carrousels, panel discussions, and plenary & parallel presentations.

Ton van Welie, CEO: “From feedback I got I know we succeeded in creating an interactive and interesting program, via an online platform that helped enabling interacting, meeting and chatting as if it was an in-person event. Still – of course – I hope next year to be able to welcome our clients in-person myself and shake hands. Thank you all for attending. Special thanks to some of our clients who contributed in our program, and those who made this event happen”.

Materials available

If you missed parts of this event, or are interested to learn what has been discussed, please see here almost every presentation material and recordings.

Session title

Downloads

What about scenario models in these exceptional times?

View recording and download presentation
How to grasp the role of private assets in a portfolio View recording and download presentation
How to integrate climate into investment decision making View recording and download presentation
Know your customer: Like you and me it's just a human being (and not a robot) View recording and download presentation
Navigator Best Practise Session View recording and download presentation
Risk insights from AI driven global real-time unstructured data
View recording and download presentation
Entwicklungen im Asset-Liability-Management und im Risikomanagement (DACH)
View recording and download presentation
VisualVest, from a Robo advice start-up to a nationwide roll out in the Cooperative Banking Network
View recording and download presentation
Adjusting capital market assumptions for the economic scenarios using the Economy Customization Layer  
View recording and download presentation
OPAL Wealth - A new OPAL platform that enhances client engagement through goal based wealth management Download presentation
Transitie-ftk en invaardekkingsgraden: wat betekent dit voor deelnemers (NL) View recording and download presentation
Pulling the inflation trigger? Panel discussion on fiscal stimulus during the Covid-19 pandemic View recording
Machine Learning in Financial modeling: Hurdles to overcome View recording and download presentation
X