Two days of innovation, insights, and global client collaboration. Join peers from pensions, insurers, asset managers, banks, and wealth managers for strategic plenaries, deep‑dive sessions, user groups, and practical demos.
Practical Information
Day 1 - Wednesday 3 June 2026
| 09:30–17:00 | Plenary, Breakout Sessions, User Groups & Demos |
| 17:00–18:00 | Networking Drinks |
| 18:00–22:30 | Conference Dinner |
Day 2 - Thursday 4 June 2026
| 10:00–17:00 | Plenary, Breakout Sessions, User Groups & Demos |
| Until 18:30 | Closing Drinks |
Location
| Venue: | nhow Amsterdam RAI |
| Europaboulevard 2b, Amsterdam Take a tour through the hotel |
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| *Conference attendance is free for all Ortec Finance clients (travel and accommodation excluded). | |
Below you’ll find a clustered program overview. The first version of the hour-by-hour timetable will be published at the end of February 2026.
All sessions will take place across 3–4 June.
Plenary sessions
Confirmed for June 3 - 4
Innovation & Future of Finance
Innovation Lightning Talks - Hens Steehouwer, Chief Innovation Officer
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.
10 years of Ortec Finance Scenarios: Past Breakthroughs, Future Directions
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.
Capital Market Assumptions: A climate reality check
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.
Breakout sessions grouped by topic
Exact days & times to be announced
Sessions are grouped by topic for clarity until the final timetable is released.
Climate, Risk & Regulation
Aligning Top-Down and Bottom-Up Climate Risk Assessments
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.
Developments in Global Regulatory Frameworks
This session will discuss the ongoing developments in regulatory frameworks globally, and the solutions that we offer in GLASS.
(Dutch) Risicobeheersing klimaat- en natuurrisico’s
(Dutch) Wtp actualiteiten: Ingevaren en nu?
(Dutch) Keuzebegeleiding
Portfolio Optimization & Private Markets
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.
Unlocking Private Asset Insights with PEARL
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.
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.
Total Portfolio Approach (TPA)
This session offers an overview of TPA, how it compares to SAA and the benefits realized by funds that have implemented it.
Attribution Reporting & Efficiency, and Technology
PEARL developments: A retrospective lens on 9.2, 9.3 & 9.4
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.
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.
PEARL is Moving to the Cloud!
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.
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.
Retirement & Financial Planning
Retirement Planning (Presentation)
Revolutionizing Digital Retirement Solutions (Presentation)
Improving Financial Wellbeing (Panel Discussion)
OPAL Innovations & Advice Journey Automation (Presentation)
Disrupting the UK Financial Advice Industry with New Model Advice (Presentation)
Delivering Personalized Financial Planning Across the Wealth Continuum (Panel)
Full Hourly Schedule Coming Soon
The timetable, including session times, rooms, speakers and track timings, is expected to be published at the end of February, early March.
All registered attendees will be notified directly once the program is live.
Register for the Conference
Secure your place for two days of innovation and knowledge exchange. If you did not get the invitation with the registration link, please reach out to Bianca van de Kaa via details below.
👋 We look forward to welcoming you to Amsterdam in June 2026
For any questions, please contact your Ortec Finance representative or email bianca.vandekaa@ortec‑finance.com.