Full Program OPAL


Day 1 - Wednesday


13:30 - 14:00

Registration and Coffee

14:00 - 16:30
Workshop 1:

OPAL Workshop

Workshop 2:

Climate risk workshop

16:30 – 18:30
Welcome & drinks

18:30 – 19:30
Keynote Address

19:30 – 22:00


Day 2 - Thursday


09:00 – 09:30

Registration and Coffee

09:30 – 10:15

Central opening by Ortec Finance

10:15 – 10:45

Munnypot, the first fully advising roboplatform in the UK and winner of several innovation awards in 2017 and 2018.
(Andrew Fay, CEO Munnypot)

10:45 – 11:15

Coffee break

11:15 – 11:45

Innovative solutions at Mandatum Life Finland
(Petri Vaisanen, Head of Sales at Mandatum Life Insurance)

11:45 – 12:30

How insight from data increases profitability of your banking or insurance portfolio
(Lex Knape, CEO Data Analytics,
an Ortec Finance company

12:30 – 14:00


14:00 – 14:45

Interactive session regarding climate risk management
(Moderators: Willemijn Verdegaal and Lisa Eichler of Ortec Finance )

14:45 – 15:15

Coffee break

15:15 – 16:00

First retirement platform for pension funds in the Netherlands, full financial insight within 5 minutes
(Mladen Sancanin, Chief product owner Innovation at PGGM)

16:00 – 16:30

Trends & innovation in Financial advice
(Ton Kentgens, Global sales
Ortec finance)

16:30 - 18:30




Day 1 - Wednesday

Workshop 1: OPAL Workshop

Innovations and best practices in the field of Goal based financial planning and monitoring. During this interactive hands-on workshop you will learn how new and planned functionality will prepare OPAL for the future of financial planning and investment decision support. Next to that we will discuss the characteristics of a ‘good advice’.

This will amongst others cover:

  • Recent innovations
  • Using the OPAL platform for a hybrid approach
  • Risk decomposition: analyze the allocation of diversification to the risk factors
  • Best advice approach
  • Data aggregation
  • (Innovation) roadmap


Workshop 2: Climate risk workshop

Climate risk is recognized as a systemic driver of financial risk. This introduces new challenges for investors. What is the impact of various global warming pathways on the forward-looking financial risks and returns? And, what does this mean for your long-term objectives and risk appetite? During this interactive workshop, we will have an in-depth discussion on Ortec Finance latest innovation for embedding climate related risks and opportunities into financial planning and risk analysis.*

Indicative topics to be covered:

1. Introducing the climate change challenge including upcoming financial regulation

2. Presenting the climate-savvy scenario methodology
  • Building block I: climate data inputs
  • Building block II: translation to macro-economic shocks
  • Building block III: translation to financial markets via adjusted Ortec Finance scenario methodology

3. Illustrative case study: applying climate-savvy scenario’s to an investment portfolio * Please note that this is not a hands-on software training.




The workshops and evening program on 20 March will be hosted at the strikingly designed all-glass hotel - Room Mate Aitana. For the congress day on 21 March, you are invited to the nearby Muziekgebouw aan 't IJ, just like last year. This unique building, with beautiful vistas over the river IJ, is the most important stage in the Netherlands for contemporary music.


Further information

If you have any questions about the Client Conference, please contact Stefanie Kemming (stefanie.kemming@ortec-finance.com). We look forward to welcoming you in March!


Don't miss your chance to join the Client Conference. Register today!