Presenter

Nathan Daley

Director - Complex Assets Group, Fidelity Charitable

Nathan Daley is director of the Complex Assets Group at Fidelity Charitable®, an independent public charity that has helped donors support more than 190,000 nonprofit organizations with nearly $19 billion in grants since its inception in 1991. The mission of Fidelity Charitable® is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Mr. Daley assumed his current position in 2014. In this role he works directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable contribution of non?publicly traded assets to achieve the most favorable tax treatment with the greatest charitable impact.Prior to joining Fidelity Charitable, Mr. Daley was a corporate and securities attorney at the law firm of Kelly Hart & Hallman in Fort Worth, TX. His practice focused on representing public and private companies, private equity funds and business owners in connection with mergers and acquisitions, public and private offerings of debt and equity securities, entity formation, joint ventures, corporate governance matters, and drafting and negotiating complex commercial agreements. Before that he was a litigation attorney at Thompson & Knight in Dallas.Mr. Daley received a bachelor of business administration degree in finance from the Business Honors Program at The University of Texas at Austin and a juris doctorate, summa cum laude, from Texas Tech University School of Law. He is admitted to practice law in the State of Texas and is a Fellow of the Texas Bar Foundation.

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