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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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Elaine has more than two decades of international executive experience with a focus on sustainability/ESG, digitalization, public affairs and corporate development, and clean tech investing. Her advocacy for the private sector’s role in solving sustainability challenges has played out in multinational as well as startup environments. She co-founded her own startup, the AI Sustainability Center, with a mission to develop practical tools to help companies address the scaling of AI in ethical contexts. Elaine is a frequent speaker, including the World Economic Forum, United Nations, SXSW, tech industry events and has been engaged in the Broadband Commission for Sustainable Development, the UN Sustainable Development Solutions Network, and the Business & Sustainable Development Commission. Elaine is currently a clean tech advisor, investor and board member, and her vision is to create a world where sustainability centric business strategies are the norm not the exception.

Discovering Responsible AI in the Context of the ESG Investing Movement with Elaine Weidman

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Elaine has more than two decades of international executive experience with a focus on sustainability/ESG, digitalization, public affairs and corporate development, and clean tech investing. Her advocacy for the private sector’s role in solving sustainability challenges has played out in multinational as well as startup environments. She co-founded her own startup, the AI Sustainability Center, with a mission to develop practical tools to help companies address the scaling of AI in ethical contexts. Elaine is a frequent speaker, including the World Economic Forum, United Nations, SXSW, tech industry events and has been engaged in the Broadband Commission for Sustainable Development, the UN Sustainable Development Solutions Network, and the Business & Sustainable Development Commission. Elaine is currently a clean tech advisor, investor and board member, and her vision is to create a world where sustainability centric business strategies are the norm not the exception.

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