Management Don Davis Portfolio Manager, Managing Partner Don Davis is the Portfolio Manager and Managing Partner of the firm. As a seasoned industry veteran and skilled portfolio manager, Mr. Davis applies his knowledge, conservative management principles, and hands on expertise to the day-to-day management of the firm. Mr. Davis is also a principal of Novus Investments, LLC (“Novus”), a boutique alternative investment management firm, and was previously a top ranked futures trader in the US for performance over both a 5 and a 7 year period. Mr. Davis is also a recognized speaker in the marketplace lending institutional investing space recently featured at: Bloomberg, LendIt, American Bankers Association, Forbes, IMN, Emerging Manager Forum, AltInvest, LendAcademy, the P2P Lending Investing Summit; and John Lothian News. Mr. Davis resides in the San Francisco Bay area and is actively involved in local charities with a special interest in assisting disadvantaged children, the disabled, and veterans. Val Katayev Managing Partner Val Katayev is the Managing Partner of Prime Meridian Capital Management assisting with strategy, product development, platform selection and investor services. Mr. Katayev is a four-time tech entrepreneur who generated over $100 Mil in profits and exits before ever raising capital from outside investors. He is also one of the most experienced P2P/Marketplace Lending investors in the United States, and was one of the very first lenders at Prosper in early 2006 nearly 10 years ago. After seeing positive returns after the “Great Recession”, he has since invested substantially into the space, and is the largest individual investor in the Prime Meridian funds. Peter Lowden, CFA Managing Director Peter Lowden, CFA, is the Managing Director and Co-Portfolio Manager for Prime Meridian Capital Management. In these roles he is instrumental in the management of the lending funds for the firm, and its overall operations and direction. Mr. Lowden has been formulating investment strategies since 1993. His experience includes traditional equity and fixed income securities analysis, traditional and alternative investment manager research, asset allocation, and portfolio management of equity, fixed income, mutual fund, fund of funds and hedge fund strategies. Mr. Lowden holds a Bachelor of Science degree in Finance from the University of Colorado, Boulder, as well as the Chartered Financial Analyst (CFA) designation from the CFA Institute. He is a past President of the CFA Miami Society, and is active in the community where he has helped guide multiple non-profit organizations. Sandra Garcia Director of Operations Sandra Garcia is the Director of Operations for Prime Meridian Capital Management, and provides key functions in the Operations, Compliance, and Investor Services areas. She is responsible for managing future and existing client relationships and working directly with custodians including Wells Fargo, Fidelity, TD Ameritrade, Millennium Trust, etc. Prior to joining Prime Meridian/Novus Investments, Ms. Garcia was a Senior Loan Processor for the Equiprime Mortgage Group. Earlier in her career, she served in a similar function for the First Fidelity Funding and Mortgage Corporation. Ms. Garcia joined Prime Meridian/Novus in 2007, has total of 14 years of experience in the finance industry. Matt Levine Director, Investor Services Matt Levine is the Director of Investor Services for Prime Meridian Capital Management. In his role, he oversees relationship management of Prime Meridian’s individual limited partners including its existing partner advisory firms. In addition, Mr. Levine is responsible for fostering new relationships in the RIA and Family Office space in order to further develop the firm’s expansion. Matt has over eleven years experience in Private Wealth Management ranging from portfolio construction to financial planning. Additionally, Mr. Levine has held senior roles dedicated to raising capital on behalf of various alternative investment managers and option overlay trading strategies. Matt holds a Bachelor of Science degree in Economics from University of the Pacific as well as an MBA in Finance from Santa Clara University. Matt Jennings Business Development Manager Matt Jennings is a Business Development Manager for Prime Meridian Capital Management and branch office manager for Novus in Austin, TX and has been with the firm for over 10 years. Mr. Jennings has been in the investment management industry for over 15 years specializing in wholesaling to Investment Advisors and Broker Dealers, as well as family office relationships particularly in the South. Prior to joining Novus, Mr. Jennings founded J Financial Group for the purpose of consulting institutions and high net worth clients with various private equity placements, research and analysis. Mr. Jennings has also served as Vice President of Business Development for First Mercantile Trust Partnership, a division of the Mass Mutual Financial Group, where he marketed and distributed a proprietary, privately managed collective trust platform, to Registered Investment Advisers and Broker Dealers nationally. Justin Small Financial Analyst Justin Small is a Financial Analyst for Prime Meridian Capital Management. In this role, Justin conducts research and analysis on the lending industry and platforms, as well as assists in various operational aspect of the firm. Prior to joining Prime Meridian Capital Management, Mr. Small held various roles in specialty investment management and banking. Mr. Small holds a Bachelor of Science in Finance from the University of San Francisco. In his free time, he enjoys finding new investment ideas, attending keynote speeches relating to the financial markets and the economy, and participating in several worthy programs such as after school tutoring for disadvantaged children. For more information on Prime Meridian’s management, please contact us.