Ms. Allen has devoted her career to raising capital to create jobs and expand educational opportunities both in the United States and overseas. She has led regional, national and multi-country marketing teams that produced millions of dollars in new revenues for education and economic development initiatives. In 2003 she formed Capital Innovations, a strategic advisory firm that works with public/private stakeholders to raise capital for private equity funds that invest in high-growth-potential companies. Prior to forming Capital Innovations, Ms. Allen served as director of institutional marketing at AEGON USA where she uncovered 529 college savings plans as a major new market opportunity and captured 65% of market share for AEGON’s product. Earlier, she served as CARE USA’s director of international corporate initiatives where she forged CARE’s first strategic partnerships with global corporations. She has also served as vice president of Wells Fargo Asset Management. A native of Vine Grove, Kentucky, Ms. Allen is a board member of the Kentucky Association of Economic Development, a member of the Public Policy Committee of IIUSA, the EB-5 industry’s national association, and a board member of World Affairs Council of Kentucky and Southern Indiana. She has served on the boards of the Kentucky Energy Sector Partnership, The Enterprise Corp, Associates in Pediatric Therapy, Gilda’s Club Louisville and The David School. She holds a Master of International Management from Denver University and a Bachelor of Arts from the University of Kentucky.

Mr. Farris served as the managing partner of the Louisville office of KPMG LLP, an international public accounting firm, from 2004-2009, when he retired after a 37-year career. In 2009, he joined Mountjoy Chilton Medley LLP, where he served as partner until his retirement in June 2015. As managing partner of KPMG, Mr. Farris was responsible for the day-to-day management of the firm’s Kentucky operations, including staffing needs and requirements, centralized budgeting processes, information technology issues, as well as direct work with significant clients. He has worked in the public (SEC) arena, has experience in wide-ranging industries from aerospace and automotive to mining and transportation, as well as significant work in acquisition and disposition. Mr. Farris is also well-versed in the international accounting requirements for 15 countries. A graduate of the University of Kentucky, Mr. Farris has extensive current and past memberships in professional, charitable, educational and civic organizations, such as the State Board of Accountancy of Kentucky, Kentucky Society of CPAs, American Institute of CPAs, Greater Louisville Fund for the Arts, Christian Care Communities, Kentucky Council on Economic Education, the DePaul School of Louisville, and is a Dickey Fellow at the University of Kentucky.

Ms. Loladze brings over 12 years of financial sector and international development experience, and a passion for economic development at local, regional, and global levels. She spent the bulk of her career as a securities market specialist at the World Bank Group (WBG) in Washington, DC focusing on developing capital markets in emerging market countries to support key financing needs, such as infrastructure and housing, and to provide businesses alternative funding sources to bank lending.With a primary focus on bond market development, she led and supported numerous technical assistance projects, working with high-level government and private sector stakeholders in Colombia, Costa Rica, El Salvador, Kenya, Nigeria, Peru, and Uruguay, among others. She has also been an active contributor to publications and global policy dialogue on capital market topics, including green finance, regional integration, and infrastructure finance. Prior to joining the WBG, Ms. Loladze held positions in the financial services industry, working as a registered financial associate at A.G. Edwards in Lexington, Kentucky and as an assistant equity trader at Deutsche Bank in New York. Ms. Loladze holds an MBA and a Master of Science in Foreign Service from Georgetown University and a Bachelor of Arts in Economics and Business Administration from Transylvania University. A native of the Republic of Georgia, now living in Louisville Kentucky, she is an avid supporter of immigrant communities in her new home town and serves as an ambassador with Americana World Community Center. She is also a member of the Access Ventures Growth Loan Committee, helping to fill financing gaps for local small businesses. Ms. Loladze is fluent in Russian and Georgian and has an intermediate knowledge of Spanish.

Ms. See Tai brings to Bluegrass International Fund a 15-year track record in accounting, bookkeeping, auditing and tax advising services to mid-size businesses and nonprofit organizations. For a broad range of industries, including construction, aviation, banking, and entertainment, Suzanne has prepared financial statements, general ledger accounts, analysis and reconciliations, monthly and year-end closings, and tax filings. She assesses Bluegrass International Fund’s internal controls, provides advice on audit and accounting procedures and manages the set-up and maintenance of general ledger accounting systems. A native of Trinidad and Tabago, Suzanne owned and operated a small business in the West Indies before moving to the United States where she previously secured her bachelor of business administration from the University of Miami.

A native of China, Mr. Wang oversees market research and is a key contributor to business development activities for Bluegrass International Fund. His native fluency in both Mandarin and Cantonese Chinese and deep familiarity with Asian history, people, cultures and values makes him an invaluable member of the team. Mr. Wang serves as a front-line liaison for investor relations and is involved in all investor-related processes and procedures from early stage networking to investment and onboarding. He is also actively involved in developing broker relationships in China and other foreign markets and plays an integral part in developing and implementing the company’s marketing and communication strategies.

With a broad vision of analytic strategies and stringent focus on details, Ms. Sun serves as Bluegrass International Fund’s operation specialist, managing compliance and back office systems. Ms. Sun has developed operations and procurement procedures for large and small companies as well as conducted extensive research and data analysis to improve sales and marketing. Ms. Sun graduated from Brandeis University in 2017 with a Master of Business Administration, where she was honored for excellence in business leadership. She received a Master of Science in Business Management from Capital University in Beijing, China and a Bachelor of Marketing from Beijing Union University. At Brandeis, she was elected president of the Adam Smith Club where she led tours for student colleagues to meet and learn from leading professionals in their fields. Ms. Sun also was appointed senator of Brandeis’ Graduate Student Association where she mentored new students and served as a teaching and research assistant for Brandeis’ distinguished professor in business economics. A native of Beijing, China, Ms. Sun is fluent in English and Mandarin, and proficient in French.