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Event Details
Overview
Hosted by the ACG Utah Women’s Professional Network Executive Committee
Fall 2025 | Park City, Utah (October 30 - 31)
We are thrilled to announce an exclusive, invite-only event this fall in Park City, hosted by the ACG Utah Women’s Professional Network Executive Committee. Designed for founders, CEOs, managing partners, and C-level decision-makers across the Western region, this intimate summit will bring together leading women in business to cultivate strategic relationships, drive meaningful deal flow, and accelerate investment in the middle market.
This hallmark gathering will feature a keynote and Q&A with internationally recognized Trish Costello, founder of Portfolia, as well as an interactive investment workshop led by the Portfolia team. Attendees will also participate in facilitated breakout discussions, carefully curated based on ideal deal size and industry engagement to maximize relevance and opportunity.
Focused on empowering women executives and accredited* investors, the summit is designed to foster shared learning, deepen connections, and unlock new avenues for growth and collaboration. Attendance is intentionally limited to ensure a high-caliber, high-impact experience.
Who Should Attend:
C-level executives and equivalent decision-makers leading middle-market businesses throughout the Western region.
We look forward to convening this exceptional community to advance women’s leadership and investment in the middle market.
*accreditation criteria (per the SEC):
Individuals (i.e., natural persons) may qualify as accredited investors if they meet any of the following wealth, income, or financial sophistication criteria:
Financial Criteria
- Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
- Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year
Professional Criteria
- Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)
- Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)
- Any “family client” of a “family office” that qualifies as an accredited investor
- For investments in a private fund, “knowledgeable employees” of the fund
!! Please note that this event and any presentation is for informational purposes only and reflect the views of the speaker's, not those of ACG Utah or ACG Global. No part of this event should be considered investment advice or a recommendation to buy or sell any security or strategy. Any views expressed are general in nature, subject to change, and may not reflect actual outcomes.
