Women In Wealth

WOMEN IN WEALTH SERIES

Venture Capital | Business Acquisition | AI Innovation

WOMEN IN WEALTH SERIES

THE CAPITAL CONVERSATION

Banking | Capital Access | Acquisition | Exit Strategy

Featuring Bank of America

Event Overview

How does capital actually move?

For the final seminar of Alpha Woman Association’s Women in Wealth Series, we’re bringing banking, business acquisition, investment, lending, and exit strategy into one executive-level conversation.

Featuring representatives from Bank of America, alongside M&A and investment expertise, this seminar explores the financial infrastructure behind building, buying, growing, and eventually exiting a business.

BUILD • FUND • BUY • GROW • EXIT

From preparing for financing to acquiring a company, investing capital, scaling an enterprise, or planning an eventual exit, understanding how money moves can change how you approach wealth.

And one relationship is often overlooked:

• Know your banker before you need your banker.
• What does a bank actually look for before lending?
• When should an entrepreneur begin building a banking relationship?
• How can debt be used strategically to acquire or grow an asset?
• And as your business grows, how should your banking and capital strategy grow with it?

This conversation takes attendees beyond simply making money and into understanding the relationships, financial readiness, and capital structures behind building long-term wealth.

Moderator

Shavée Ho

Founder & Chair, Alpha Woman Association

Shavée Ho leads Alpha Woman Association (AWA), a economic development nonprofit organization, advancing women through education, funding pathways, and strategic partnerships. With over 15 years in branding, marketing, an education, she builds platforms that connect leaders, investors, and institutions to drive measurable economic impact.

Through the Women in Wealth Series, Shavée is helping make conversations around capital, ownership, investment, and economic opportunity more accessible to women while creating direct proximity to the professionals and institutions operating within those ecosystems.

Featured Expert

Lenny Saizan, MBA

M&A Advisor | Venture Capital Fund ManagerManaging Director, Urban Capital NetworkCEO, Murphy Business – West Houston

Lenny Saizan advises business owners on growth, acquisitions, exits, and reinvestment strategy. As founder of the Legacy Maximizer System™, he integrates M&A advisory, private investing, and wealth structuring to help entrepreneurs maximize enterprise value and build generational wealth.

For The Capital Conversation, Lenny brings the perspective of both sides of ownership: what it takes to acquire a business and what it takes to build one worth acquiring.

He’ll help connect acquisition strategy, business valuation, capital structure, investor readiness, and exit planning — including how decisions made while building a company can ultimately affect its value when it is time to sell.

Featured Financial Institution

BANK OF AMERICA

Inside the Bank: What Happens Before the Yes?

One of the most valuable relationships an entrepreneur can build may begin long before they ever apply for a loan.

Representatives from Bank of America will take attendees inside the banking side of the capital conversation — exploring what financial institutions consider when evaluating businesses, borrowers, growth opportunities, and requests for capital.

The discussion will explore:

• What makes a business bankable

• What bankers evaluate before extending capital

• Business loans, lines of credit, and financing options

• Using financing in business acquisition and expansion

• Financial preparation before seeking capital

• Building a banking relationship before you need funding

• How banking needs change as businesses and assets grow

• The role of banking relationships throughout acquisition, growth, investment, and exit

The goal is not simply to understand what financial products exist.

It is to better understand how to position yourself to use them strategically.

Because your first conversation with your banker shouldn’t happen when you urgently need the money.

What You’ll Gain

BANKING RELATIONSHIPS

Understand why building the relationship before you need capital matters.

CAPITAL ACCESS

Explore lending, lines of credit, acquisition financing, and other capital pathways.

ACQUISITION & GROWTH

Understand how capital can be strategically used to buy, build, and scale.

DEBT vs. EQUITY

Explore how entrepreneurs evaluate borrowing, outside investment, and ownership.

BUSINESS VALUE

Learn how financial decisions made today can affect the value and marketability of a company tomorrow.

EXIT STRATEGY

Explore what entrepreneurs should consider financially before transitioning or selling a business.

Who Should Attend

Entrepreneurs • Founders • Executives • Professionals • Business Owners • Emerging Investors

This conversation is designed for women who are ready to move beyond simply earning income and begin thinking more strategically about capital, ownership, leverage, and long-term wealth.

Presented By

ALPHA WOMAN ASSOCIATION

Alpha Woman Association advances women’s economic growth through education, funding pathways, strategic partnerships, and access to opportunity.

Women in Wealth creates proximity between women and the people, institutions, information, and opportunities shaping today’s capital economy.

Event Details

Tuesday, September 29, 2026

6:00 PM – 8:00 PM CT

The Ion Houston

4201 Main Street Houston, TX 77002

Registration required. Limited seating available.