Banco Popular de Puerto Rico

Karla D’Alleva Valas is managing director of the Complex Asset Group for Fidelity Charitable®, an independent public charity with a donor-advised fund program. \nIn her current role, Ms. Valas manages a team of attorneys that bring deep knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact. Since inception, Fidelity Charitable® has made more than $2 billion available for grant-making through its complex assets program. \nPrior to overseeing the Complex Asset Group for Fidelity Charitable and its unique service offering, beginning in 2001, Ms. Valas was Fidelity Charitable’s chief compliance officer responsible for providing integrated tax, legal and compliance support for the donor advised fund program.\nMs. Valas joined Fidelity Investments in 1998, serving in various roles before supporting Fidelity Charitable. Previously, Ms. Valas was an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department. \nMs. Valas earned her bachelor’s degree in chemistry and sociology from Mount Holyoke College and a juris doctorate from the New England School of Law. She also earned a master of laws degree in taxation from Boston University School of Law. She is admitted to practice law in the Commonwealth of Massachusetts and the State of New York.

Eve Ellis is a wealth advisor and founder of The Matterhorn Group with William Blair’s Private Wealth Management in New York City. She co-manages two actively managed, proprietary strategies for investors seeking both financial and social returns: Gender Parity Strategy (a gender lens equity model) and the Matterhorn/Refinitiv Diversity & Inclusion Strategy.