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.

Joe Book is Director of eMarketing Research and Education at ExactTarget, the global leader in Software as a Service (SaaS) solutions for cross-channel digital marketing leveraging the combined strengths of Email, Mobile, Social Media and Websites. \nWith more than 35 years of experience in data-driven marketing, Joe teaches organizations how to use customer data, digital media and marketing automation technology to deliver relevant information, offers and invitations personalized to the needs of individual customers. \nHe is one of the most engaging and highly-rated speakers in the country because his presentations are packed with current research and “Best-in-Class” examples of BtoB and BtoC companies that are using digital marketing to attract, engage and retain customers. \nBook is a 1976 graduate of the University of Illinois where he earned a B.S. in Marketing Communications. He is a member of the Direct Marketing Association and the Business Marketing Association, and has been recognized by the Sales Lead Management Association as one of the top 50 most influential people in sales lead management.

As a Senior Consultant & Product Manager, Ms. Gurina is responsible for creating customized solutions, from cutting-edge frameworks to tactical recommendations. She specializes in digital strategy and expanding the reach of a firm’s sales force and service. Helen contributes to kasina's Industry Analysis and other research publications. She is also the Product Manager of kasina Digital Vision, a comprehensive solution for benchmarking asset managers’ digital marketing. \n\nHelen holds a bachelor’s degree in economics and in comparative literature from Dartmouth College. She brings a mix of technology and consulting experience to her role at kasina. Helen worked as a Product Manager at a financial technology firm where she led the development and expansion of\nseveral software and online solutions for financial firms. Prior to that, Helen worked in management consulting with Investor Group Services, where she evaluated potential acquisitions and developed growth strategies for portfolio companies of private equity clients.