Ortec Finance Global Client Conference 2026

  Innovation Lightning Talks

Hens Steehouwer, Chief Innovation Officer, Ortec Finance

Innovation is at the heart of Ortec Finance, driving us to deliver market-leading solutions for our clients worldwide. Hens Steehouwer will guide you through a series of short and snappy updates on innovations in Artificial Intelligence, Sustainability, and Technology. The session will close off with a Q&A.

  From geopolitics to technological innovation - can we learn from the Chinese?

Ruben Terlou, Documentary filmmaker and photographer

Ruben Terlou explains how China leverages technology to position itself as a global superpower, aiming to stay ahead of other major nations. How exactly are they doing this? In what ways does China’s model differ from Western economies, and what can be learned from the Chinese approach.

  Total Portfolio Approach in Practice: Lessons from a European Pension Investor

This session explores the Total Portfolio Approach (TPA) through the lens of a European pension investor sharing first-hand experience of implementing the framework in practice. We will discuss the key drivers behind the transition, how governance and decision-making frameworks have evolved, and the challenges encountered along the way.

We will briefly complement this with a client case study, illustrating how TPA can be modelled within the GLASS framework to support more informed, total fund decision-making.

  PEARL developments: A retrospective lens on 9.2, 9.3 & 9.4

Micke Vrolijk, Head of Solution Engineering Investment Performance, Ortec Finance

Joost Meerwijk, Consultant Investment Performance, Ortec Finance

PEARL has continued to evolve significantly over the past two years, including the implementation of single sign-on, upgrades to currency management, new data extraction tools, and the expansion of security analytics. Join us for this session where we reflect on these developments, review key enhancements, and share lessons learned along the way.

  Behavioral Aspects of Wealth and Retirement Planning

Thomas Post, Behavioral Scientist | Associate professor of science, Maastricht University School of Business and Economics

How do cognitive biases and emotional factors influence financial decisions throughout the accumulation and retirement journey.

  (Dutch) Toekomstig toezicht op klimaatrisico's: wat betekent dit voor pensioenfondsen?

Met de aanscherping van het toezicht laat DNB zien dat klimaat- en natuurrisico's geen randonderwerpen meer zijn, maar integraal onderdeel van het prudentiele kader. In deze sessie gaan we in op de mogelijke stappen die pensioenfondsen kunnen nemen om klimaatrisico's binnen de eigen portefeuille te beheersen en goed voorbereid te zijn op het aangescherpte toezicht op dit gebied.

  PEARL User Group

Our annual user group offers clients an open platform to share practical experiences with PEARL in an interactive and informal setting. Further agenda details will be confirmed with PEARL users as the conference approaches.

  (Dutch) Wtp actualiteiten: Ingevaren en nu? 

  (Dutch) Keuzebegeleiding 

Sinds de invoering van de Wtp zijn pensioenuitvoerders verplicht hun deelnemers in staat te stellen passende keuzes te maken. Werk aan de winkel dus! In deze sessie geven we praktische handvatten hoe je als fonds aan de slag kunt met het thema Keuzebegeleiding en bespreken we welke keuzes je hierin kunt maken.

  Private Assets Panel Discussion 

Institutional investors are increasingly exploring private markets as a way to diversify portfolios and unlock new sources of return. This session will delve into the opportunities and challenges of integrating private assets, from infrastructure and private equity to real estate and credit. Our experts will share insights on market trends, risk considerations, and strategies for building resilient portfolios in today’s evolving landscape.

  GLASS PRISM Case Study 

We will showcase GLASS PRISM, a revolutionary optimization technique powered by Scenario-Based Machine Learning (SBML), using a case study that we have produced with a current client.

  Revolutionizing Digital Retirement Solutions

Mark Glover, Managing Director | Head of UK&I Wealth Management, Ortec Finance

How can modern digital tools, AI driven insights, and seamless client journeys transform how people plan for retirement, making advice more accessible, personalized, and engaging. 

  Improving Financial Wellbeing

featuring:
Rachel Crosswell, Product Owner, St. James’s Place
More to be confirmed 

How can organizations strengthen Financial Health & Well-being in practice, by improving financial knowledge, confidence, and clients’ sense of control.

• Is your company responsible for the financial wellbeing of your clients?
• Where is the boundary of your responsibility?
• How do you deal with clients that have limited assets, without access to an adviser?
• What do you do to close the advice gap?

  Capital Market Assumptions: A climate reality check

Koen de Reus, Head of Client Servicing, Climate Scenarios & Sustainability, Ortec Finance

With net zero by 2050 increasingly out of reach, we are advancing towards more locked-in physical risk. Should capital market assumptions be adjusted to reflect this? This session examines how climate change and escalating physical risks are priced into CMAs and considers whether assumptions should reflect a delayed net-zero pathway or a world with limited policy action in which net zero is never achieved.

  AI at Ortec Finance: Unlocking Smarter Decisions and Next‑Level Productivity

Hens Steehouwer, Chief Innovation Officer, Ortec Finance

Miland Seijbel, Chief Technical Officer, Ortec Finance

Join us for an inspiring and practical look at how Ortec Finance is harnessing the power of AI to create real value for clients. Hens and Milan will showcase how responsible AI accelerates insight, enhances investment decision‑making, and boosts productivity across teams. Expect clear examples, honest reflections on the opportunities and risks, and a forward‑looking view of how AI is shaping the future of financial decision support.

  10 years of Ortec Finance Scenarios: Past Breakthroughs, Future Directions

Patrick Tuijp, Head of Global Clients Scenarios & Asset Valuation, Ortec Finance 

2026 marks the tenth anniversary of the Ortec Finance Scenario set. From financial crises to structural economic shifts, the Ortec Finance Scenario set (OFS) has supported strategic investment decision-making through a decade of change. This session looks back at how the OFS has evolved and highlights how future enhancements will further support investment decisions.

  Keynote

Sandra Phlippen, Chief Sustainability Officer, ABN AMRO

  Aligning Top-Down and Bottom-Up Climate Risk Assessments

Maurits van Joolingen, Managing Director, Climate Scenarios & Sustainability, Ortec Finance 

While top-down assessments capture systemic climate risks, geographical and issuer-specific influences on their severity underscore the value of bottom-up assessments. In this session, we explore how pension funds, insurance companies, and asset managers can integrate both approaches to achieve a more holistic response to climate risks, enabling better-informed decisions and more effective mitigation strategies.

  Mastering PEARL Reporting: Tips, Tricks & Use Cases

This session will offer a diverse range of tips, tricks, and practical examples, showcasing insights from both our investment performance team and clients. Attendees will leave with actionable techniques to get the most out of PEARL reporting functionalities in their day-to-day workflows.

  Disrupting the UK Financial Advice Industry with New Model Advice

Riaan de Bruyn, Director of Consumer Wealth, Aviva

Aviva’s New Model Advice proposition transforms traditional advice delivery through streamlined digital journeys, automated advice, and scalable guidance that makes high quality financial advice accessible to far more clients.

  Unlocking DC insights with GLASS

This session highlights a DC pension fund use case in GLASS, focusing on the latest innovations in our modelling capabilities. We show how these new features provide a more integrated view of strategy, risk, and member outcomes, enabling deeper insights and more powerful decision-making.

  Rethinking Pensions Reform

Featuring
Tom Nechleba, ALM Manager, USS
More to be confirmed 

As pension systems evolve, conditional indexation is becoming an increasingly important tool for balancing sustainability and member outcomes. This session brings together representatives from the UK, Netherlands, and Canada, three regions at different stages of adopting and implementing conditional indexation.

The discussion will share perspectives from each market, offering a range of insights into how conditional indexation is being approached in practice and what it could mean for the future of pension design.

  PEARL is Moving to the Cloud!

Bas Leerink, Head of Global Implementations Investment Performance, Ortec Finance

As PEARL migrates to the cloud as part of Ortec Finance’s enterprise-wide technology strategy, we will outline the journey so far, what lies ahead and how this transition enhances the user experience.

  Unlocking Private Asset Insights with PEARL

Richard Griffiths, Head of Client Servicing, Investment Performance - APAC

Experience how private asset performance in PEARL can be combined with decision-based attribution and whole-of-fund reporting to deliver actionable insights. Building on these foundations, the session will preview future capabilities and share client success stories, illustrating the evolving impact of advanced analytics in private markets.

  Delivering Personalized Financial Planning Across the Wealth Continuum

Featuring
Colm Power, Director, Davy
More to be confirmed 

This panel examines how wealth managers can deliver truly personalised financial planning at scale - across emerging affluent to UHNW segments - by leveraging better data, smarter tooling, and adviser enablement strategies that balance individual client needs with consistent, efficient processes.

• Tell us about your client base (%UHNW/HNW/mass affluent/retail)
• Do you aim for consistency in approach for the different segments or do you have completely different approaches?
• How is financial advice for the mass affluent market (and lower segments) made profitably for your company?
• How is financial advice made scalable?
• How do you deal with next generation form UHNW segment? Digital or personal?

  OPAL Innovations & Advice Journey Automation

Ronald Janssen, Head of Research & Innovation, Ortec Finance

This session highlights how OPAL leverages AI driven insights, automated optimizers, and proactive monitoring to streamline the entire advice journey, enabling scalable hybrid advice, consistent recommendations, and more personalized, efficient client engagement.