Lower resolutions will be available first, followed by higher resolutions.
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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.
Lower resolutions will be available first, followed by higher resolutions.
Video unavailable.
This video either does not exist, or the owner has made it private.
Password required
Skip
Viewer discretion is advised.
This video may contain offensive or misleading content, and is only intended for mature audiences.
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.
Lower resolutions will be available first, followed by higher resolutions.
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This video either does not exist, or the owner has made it private.
Password required
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This video may contain offensive or misleading content, and is only intended for mature audiences.
Ronald Weissman: Ron is Chairman of the Angel Capital Association, North America's principal organization for professional angel investors. He is the author of the ACA's official courses on Early-Stage Boards of Directors and Managing and Mitigating Angel Investor Risks and has been an active member for the past sixteen years. Ron invests in AI, analytics, business software, and health IT systems. He spent seventeen years as a partner at Apax Partners, a global VC/PE firm, where he focused on technology investing and cross-border investing across Apax's investment teams in the US, Europe, the UK, and Israel. Ron is also Chair of the Software Interest Group at the Band of Angels, Silicon Valley's oldest angel group.
Katherine Hill Ritchie: Katherine has 22 years of finance and alternative investment experience in venture capital, private equity, and hedge funds. Katherine has worked for eight family offices and 4 Billionaires. Her work has expanded to advising companies and funds on their investments, due diligence, operations, fundraising, and strategy. Katherine is currently the senior director of venture funds at TEDCO, a board member and advisor at Nottingham Spirk Family Office, the investment committee for University Impact, and the head of the investment committee for Beyond Impact, Fund II. She is an early-stage Angel Investor, board member of Citrine Angels, and she likes to focus on female and diverse founders, sustainable blue and green technologies, and impact-related companies.
Martin Tobias: Martin Tobias is the Managing Partner and Founder of Incisive Ventures, an early-stage venture capital firm focused on investing in the first institutional round of technology companies that reduce friction at scale. Martin was previously at Accenture and Microsoft and is a former Venture Partner at Ignition Partners. Martin is a 3X venture-funded CEO raising over $500M as CEO with two IPOs who has also invested in hundreds of companies and is a limited partner in over a dozen VC funds.
Reg Athwal: Reg is part of a multi-generational family business legacy started by his Grandfather in 1919 in Punjab-India, and is the Executive (G3) Chairman of its Single Family Office (TAO Legacy Holdings), based out of Dubai & London. He has guided the family to build 15 start-ups over 33 years, with 4 successful exits and 1 current unicorn in the portfolio. TAO Legacy has collaborated with 208 UHNW Family Business Conglomerates & Single Family Offices over 22 years, generating $12b+ in Revenue Growth & Equity Value. Reg is most passionate about Building Legacies & Communities that can transform lives and impact humanity.
Ronald Weissman: Ron is Chairman of the Angel Capital Association, North America's principal organization for professional angel investors. He is the author of the ACA's official courses on Early-Stage Boards of Directors and Managing and Mitigating Angel Investor Risks and has been an active member for the past sixteen years. Ron invests in AI, analytics, business software, and health IT systems. He spent seventeen years as a partner at Apax Partners, a global VC/PE firm, where he focused on technology investing and cross-border investing across Apax's investment teams in the US, Europe, the UK, and Israel. Ron is also Chair of the Software Interest Group at the Band of Angels, Silicon Valley's oldest angel group.
Katherine Hill Ritchie: Katherine has 22 years of finance and alternative investment experience in venture capital, private equity, and hedge funds. Katherine has worked for eight family offices and 4 Billionaires. Her work has expanded to advising companies and funds on their investments, due diligence, operations, fundraising, and strategy. Katherine is currently the senior director of venture funds at TEDCO, a board member and advisor at Nottingham Spirk Family Office, the investment committee for University Impact, and the head of the investment committee for Beyond Impact, Fund II. She is an early-stage Angel Investor, board member of Citrine Angels, and she likes to focus on female and diverse founders, sustainable blue and green technologies, and impact-related companies.
Martin Tobias: Martin Tobias is the Managing Partner and Founder of Incisive Ventures, an early-stage venture capital firm focused on investing in the first institutional round of technology companies that reduce friction at scale. Martin was previously at Accenture and Microsoft and is a former Venture Partner at Ignition Partners. Martin is a 3X venture-funded CEO raising over $500M as CEO with two IPOs who has also invested in hundreds of companies and is a limited partner in over a dozen VC funds.
Reg Athwal: Reg is part of a multi-generational family business legacy started by his Grandfather in 1919 in Punjab-India, and is the Executive (G3) Chairman of its Single Family Office (TAO Legacy Holdings), based out of Dubai & London. He has guided the family to build 15 start-ups over 33 years, with 4 successful exits and 1 current unicorn in the portfolio. TAO Legacy has collaborated with 208 UHNW Family Business Conglomerates & Single Family Offices over 22 years, generating $12b+ in Revenue Growth & Equity Value. Reg is most passionate about Building Legacies & Communities that can transform lives and impact humanity.
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