The Allocator’s Playbook: Sleeves, Evergreens, and Portfolio Fit
Sponsored by: Opto Investments and Depaul University
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.
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: Thursday, September 17th, 2026
TIME: 5:30 pm. Registration.
We will begin promptly at 6:00 PM; please arrive early.
HOST: Opto Investments and Depaul University
LOCATION: Coleman Center at DePaul University
1 E Jackson Blvd #7900, 3312
Chicago, IL 60604
DIRECTIONS: Click here
SPEAKERS:
Elise O'Brien, Director, Peakline Partners
Stephanie Pries, Founder & Managing Member, Endowment Legal Services (ELS)
Kathleen Vogelsang, CFA, Co-Chief Executive Officer & Co-Chief Investment Officer & Co-Founder, Bostwick Investment Consulting
Paige Canavan, CAIA, Moderator, Senior Investment Manager, Opto Investments
RSVP Required
RSVP HERE
If you have any questions about this event please contact Chicago Education (chicago@100women.org)
Limited spaces available, please register early.
This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.
Space is limited. No walk-ins will be permitted.