About Us.

.
Our experienced team of global investment professionals work from our headquarters in Chicago. The breadth and depth of our team helps us identify and evaluate new investment opportunities on a global basis. Creation Investments investment team is responsible for leading the daily activities of the firm, including evaluating, structuring, and negotiating new investment opportunities, and working closely with the management teams of our portfolio companies to build value through a variety of initiatives.
.
The combination of strength-based team roles and global expertise are a hallmark of Creation Investments. Building on years of shared industry experience, our investment professionals’ deep knowledge of the capital markets around the world and long-term relationships with social venture leaders are critical to our success.

.
PTFPatrick Fisher, Chief Executive Officer & Co-Founder
Mr. Fisher founded Creation Investments in 2007 and has worked exclusively in the Microfinance Industry since inception in deal origination, due diligence, transaction execution and ongoing board capacities. He spent the majority of his career working in the financial services industry, most recently for JPMorgan Chase. His relevant work experience includes years of service in International Banking and Global Treasury and Trade Services, primarily covering Asia and Latin America. Mr. Fisher lived in China, specifically in Hong Kong and Beijing. Prior to that, Mr. Fisher marketed interest rate, commodity foreign exchange derivatives on Bank One’s Chicago trading floor.  He received his credit training from American National Bank in Chicago.  He has started numerous businesses, established three previous investment funds and has served on the board of several for-profit and not-for-profit organizations. His past experience  includes executive leadership for a not-for-profit organization in Chicago. Mr. Fisher is a graduate of the JL Kellogg School of Management at Northwestern University, where he received a Master of Business Administration degree in Finance and Marketing. He also received his Bachelor of Arts, magna cum laude, at the University of Notre Dame, where he majored in Philosophy, Theology, and Computer Applications. Mr. Fisher has studied biblical Greek, speaks intermediate Mandarin and is fluent in Spanish. He is a Certified Cash Manager, Certified Treasury Professional and a member of Mensa.
.
Ken Vander Weele, Chief Investment Officer
Mr. Vander Weele was instrumental in the founding of Creation Investments, is a board member of Creation Investments Social Ventures Fund I, and formally joined the management team in January 2009.  As the President of the Investment Services Division at Opportunity International, a major microfinance network, Mr. Vander Weele has been responsible for the development and oversight of all commercial MFIs institutions within the network, garnering over $1 billion in assets over his tenure. From 2000 to 2008, he has been in charge of investment banking services to procure debt and equity capital to finance development and growth of commercial microfinance institutions, overseeing feasibility studies, research, due diligence and financing of MFIs in emerging markets. He is responsible for the management of the Opportunity Transformation Investments (OTI), an investment fund that he helped establish and that has made investments in microfinance institutions in Africa, Central Asia, Eastern Asia, Eastern Europe, Latin America, the Pacific, and the Caribbean, and the development of its investment philosophy, policies and strategies. He also is accountable for the creation of new MFIs and the successful conversion of non-governmental institutions into microfinance banks.
.
Prior to his position as President of Investment Services, Mr. Vander Weele held various positions with the network including Regional Vice President for Eastern Europe and Interim President for the network in the U.S, following the resignation of the CEO. From 1975 to 1981, Mr. Vander Weele worked at Grant Thornton in Madison, Boston, and Chicago. He was the Senior Vice President, CFO and a founding shareholder for Graphisphere Corporation from 1981 to 1991. Mr. Vander Weele received a bachelor of business administration degree from the University of Wisconsin in Madison and a Ph.D. from the Open University of the U.K. under the sponsorship of the Oxford Center for Mission Studies and Oxford University. He has also completed coursework from the Graduate School of Business at the University of Chicago. He is a Certified Public Accountant. His business activities have included involvement in the American Institute of CPAs, the Illinois Society of CPAs, the Turnaround Management Association, the Association for Corporate Growth, and CPAs for the Public Interest. He also is a financial and venture capital adviser for several entrepreneurial companies. He has served on corporate, civic, and religious boards of directors.

.

Caroline Allen, Vice President
Ms. Allen joined Creation Investments in 2009 and brings substantial valuation and transaction expertise. Most recently, she was a member of the investment banking group at William Blair & Company, working on both public and private equity deals, including mergers and acquisitions and equity offerings across a broad range of industries. Prior to that, she worked in the investment and trading group at an institutional money management firm. Ms. Allen has served on the board of not-for-profit organizations, participated in global service trips, and written articles on service topics. Ms. Allen received her MBA from the Tuck School of Business at Dartmouth College and her BS with Distinction from the University of Virginia, where she majored in Business. Ms. Allen is also a CFA charter holder and has her Series 7 and Series 63 certifications.

.

Adam Code, Associate
Mr. Code joined Creation Investments in 2009. Previously, he was an Analyst in the investment banking group at William Blair & Company. While at William Blair, Mr. Code focused on mergers and acquisitions advisory and public and private equity offerings. Mr. Code received his Bachelor of Arts from the University of Colorado at Boulder, where he majored in History. Mr. Code has his Series 7 and Series 63 certifications.

.

Share and Enjoy:
  • email
  • Facebook
  • Twitter
  • LinkedIn
  • del.icio.us
  • Google Bookmarks
  • RSS

.