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EDUCATION

The Allocator’s Playbook: Sleeves, Evergreens, and Portfolio Fit

Where do allocators go when diversification isn’t enough? Explore how investors across family offices, foundations, and RIAs and wealth managers build private market allocations, determine their role within the broader portfolio, and assess the growing range of evergreen fund structures.


Key Topics:


  • Explore how allocators select and structure allocations across different investor types and mandates.
  • Consider how liquidity, time horizon, and governance shape the role of private markets products alongside traditional investments.
  • Examine what the growth of evergreen structures means for liquidity, due diligence, and client suitability, and whether they offer meaningful alpha or primarily provide useful beta.


Bring your questions and exchange perspectives with industry peers over refreshments following the discussion.

DATE

17 September 2026

TIME

5:30 PM Registration

6:00 PM Event Begins

The program will begin promptly at 6:00 PM; please allow time to get through building security and to register before the event begins.

LOCATION

Coleman Center at DePaul University

1 E Jackson Blvd #7900, 3312

Chicago, IL 60604 - Directions

SPEAKERS

Elise O'Brien

Peakline Partners


Stephanie Pries

Endowment Legal Services (ELS)


Kathleen Vogelsang, CFA

Bostwick Investment Consulting


Paige Canavan, CAIA

Opto Investments

Moderator

EVENT SPONSORS

Depaul University

www.depaul.edu

Opto Investments

www.optoinvest.com

IMPORTANT

This program is organized by 100WF member volunteers in their personal time. If you register, please make every effort to attend. After registering, if you find you can’t attend, please let us know as soon as possible and at least one week prior to the event so we can try to fill your spot from the waitlist.

  

If you have any questions about this event, please contact chicago@100women.org.



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BIOGRAPHIES

Elise O'Brien

Director, Peakline Partners


Elise Ablin O’Brien is a Director at Peakline Partners. She manages Peakline Partners’ platform for private credit investing in external funds, co-investments, and related opportunities, in partnership with leading third-party, private asset managers. Prior to joining Peakline Partners, Elise held various corporate underwriting and business development roles in BMO’s Commercial Bank after completing the bank’s commercial analyst development program. Elise earned an MBA from the University of Chicago Booth and a Bachelor of Arts in Economics and Spanish from Rollins College. She currently resides in Chicago’s Old Town neighborhood with her husband, Pat, and their miniature dachshund, Birdie.


Stephanie Pries

Founder & Managing Member, Endowment Legal Services (ELS)


Stephanie Pries is the founder and managing member of Endowment Legal Services (ELS), the first fractional in-house counsel providing senior investment legal expertise to public and private universities, healthcare systems, and other institutional investors across the United States with $1B+ in AUM. What only the largest endowments have in-house, Stephanie makes available to everyone else. Today, her clients collectively manage over $50B in AUM, and she's closed more than 1,100 deals — and counting. Before founding ELS, Stephanie served 18 years as Director of Investment Legal & Compliance at the University of Notre Dame Investment Office, where she helped grow the endowment from $5B to $22B. She also taught investment management law at Notre Dame Law School. She began her legal career as a corporate and securities lawyer at two prominent Silicon Valley law firms, then spent five years as Vice President & Senior Legal Counsel at the Managed Funds Association (MFA) in Washington, D.C., representing the hedge fund industry on legal and policy matters. Stephanie holds degrees from Princeton University (B.A.), Stanford University (M.A.), and Santa Clara University School of Law (J.D.), where she served as Editor-in-Chief of the Law Review. A dedicated advocate for education, she serves on the Board of Our Sunday Visitor and actively volunteers with Princeton University alumni initiatives. Stephanie lives in South Bend, Indiana, with her husband, Dr. Michael Pries, professor of economics at Notre Dame. They have two sons, both Princeton graduates.


Kathleen Vogelsang, CFA

Co-Chief Executive Officer & Co-Chief Investment Officer & Co-Founder, Bostwick Investment Consulting


Kathleen Vogelsang, CFA, is the co-chief executive officer, co-Chief Investment Officer and co-founder of Bostwick Investment Consulting, a family office and investment consulting firm. She has 30 years of experience in investment management in endowment, family office and high net worth investment management. For the last twenty years, Kathleen has served as the Chief Investment Officer at Van Andel Institute, a biomedical research institute. In this role, Vogelsang was responsible for the investment management of the Institute’s $2 billion endowment. She joined VAI in June 2005 and subsequently built and established the Institute’s Investment Office. Prior to joining VAI, Vogelsang served as Vice President/Senior Portfolio Manager in the Wealth Management Group at Fifth Third Bank, managing the investments portfolios for the bank’s highest net worth clients. She previously spent six years serving as the Director of Investments for JVA Enterprises, a family office where she developed the organization’s investment office and managed the fixed income portfolio. She serves on the Board of Gift of Life Michigan and Grand Valley State Foundation Executive Committee. Kathleen is currently a member of the investment committees for Grand Valley State University’s Endowment Fund, Council of Michigan Foundations, Frey Foundation, Steelcase Foundation and the Van Andel Institute. In 2016, Crain’s Detroit named Vogelsang one of the 100 Most Influential Women in Michigan, and in 2020, they named her one of their Notable Women in Finance in Michigan. In 2026, Kathleen was named the Brilliance Woman of the Year by West Michigan Woman and received the Legacy Award from Gift of Life Michigan. Vogelsang graduated from Grand Valley State University with a Master of Business Administration as well as a Bachelor of Business Administration in Finance. She holds the Chartered Financial Analyst designation from the CFA Institute.


Paige Canavan, CAIA

Senior Investment Manager, Opto Investments


Paige Canavan is a Senior Investment Manager at Opto Investments, where she leads the firm's investment pipeline across private equity, private credit, real estate, real assets, and venture capital, from sourcing and initial screening through full underwriting and Investment Committee approval. She manages a team of analysts, instilling the rigor and discipline of an institutional due diligence process, and serves as a key voice in client and prospect engagement, speaking to Opto's investment approach, as well as deal sourcing, portfolio construction, and working directly with clients. Paige brings more than a decade of institutional investment experience to Opto, having spent nine years at Simon Quick Advisors, where she rose to Vice President, Investments. There, she led due diligence spanning public and private markets, managed a portfolio of approved investment relationships, and was a regular presenter to the firm's Investment Committee. A published thought leader, she authored a 2023 white paper on the opportunity set in secondaries and directed the investment and operational strategy of $200M+ internal fund-of-funds vehicles. Paige holds the Chartered Alternative Investment Analyst (CAIA) designation, and earned her B.S. in Finance, cum laude, from Fairfield University, with additional study at the London School of Economics.

ABOUT

Depaul University

The Coleman Entrepreneurship Center empowers students, alumni and community members to build sustainable businesses that Do Good and Do Well in Chicago. We are the hub to connect, advise and inspire entrepreneurship and innovation in creating businesses with purpose and passion. Our experiential programs, vibrant ecosystem and academic curriculum cultivate a foundation for entrepreneurial success for our entire DePaul community.


Opto Investments

Opto’s end-to-end technology solution dramatically streamlines building, fundraising for, and managing a bespoke private markets fund or program, allowing independent investment advisors, family offices, and private banks to scale their offerings without scaling their team. Founded by Joe Lonsdale, the entrepreneur behind Palantir and Addepar, and backed by investors including 8VC and Michael Dell’s DFO Management, Opto set out to forge a business free from the faulty legacy incentives on which private markets investing is built. It is not compensated by fund managers to offer funds, which enables an undiluted focus on quality. When Opto recommends an investment, it's with purpose. When it passes, it's with conviction. Clients can combine their best ideas with Opto’s in a bespoke partnership tailored to their needs. Opto’s platform automates admin processes across the entire private markets investment journey, saving advisors hours of time inputting client data, creating compelling proposals, completing subscription documents, managing capital calls, and delivering client communications.

100 Women in Finance

100 Women in Finance is a global nonprofit membership organization established in 2001, committed to strengthening the global finance industry by empowering women to achieve their professional potential at every career stage. The organization’s membership spans 30+ locations worldwide and is fueled by a network of over 600 global volunteers and corporate partners who collaborate to deliver education, peer engagement, and impact initiatives.

Visit 100women.org to learn more.



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