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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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AI Investment Outlook Panel Discussion with S. Chakra Chennubhotla, PredxBio; Melanie Salvador, Executive Board Member, Singularity Ecosystem Venture Fund; Armando Viteri, neubloc, Adrian Mendoza, Mendoza Ventures In these questions there is no “100,000 foot view” kind of question. Something like: “AI will wind up evolving into commoditized products including open source, opportunities for the incumbents such as Microsoft, inhouse/bespoke implementations or startup opportunities.” In that landscape how do I decide where the opportunities are to invest in the next great startup?

AI Investment Outlook Panel Discussion

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AI Investment Outlook Panel Discussion with S. Chakra Chennubhotla, PredxBio; Melanie Salvador, Executive Board Member, Singularity Ecosystem Venture Fund; Armando Viteri, neubloc, Adrian Mendoza, Mendoza Ventures In these questions there is no “100,000 foot view” kind of question. Something like: “AI will wind up evolving into commoditized products including open source, opportunities for the incumbents such as Microsoft, inhouse/bespoke implementations or startup opportunities.” In that landscape how do I decide where the opportunities are to invest in the next great startup?

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