A global alternative investment manager and leading impact investor

Focused on Financial Services and Financial Inclusion for the un/underbanked

Private Equity

Experienced Team.

Deep Domain Expertise.

Values Driven.

Private Credit

Credit Expertise.

Direct Loan Exposure.

Mapped to Impact Themes.

About Us

Creation Investments Capital Management is a leading impact investment management company dedicated to private equity and private credit investments in the financial services industry. Leveraging our deep industry experience, we partner with management teams to inject growth equity, facilitate strategic M&A and provide critical funding to firms specializing in microfinance, small-and-medium enterprise credit, leasing, factoring, insurance, savings, payments and mobile money.

Creation Investments currently manages several private funds and other investment vehicles for individual, family office and institutional investors. Together with our portfolio companies, we provide access to capital to the unbanked and underbanked to engage in small-business activity, aligning with the United Nations Sustainable Development Goals aiming to significantly impact those living at the bottom of the economic pyramid. Currently, our companies directly serve over 28 million entrepreneurs with over $15.7 billion in micro and small business loans outstanding, $4.1 billion in micro-savings, 5.8 million micro-insurance policies and $3.7 billion payments processed through mobile payment tools.

MICROFINANCE

MICROFINANCE

Providing access to credit and other banking services to the bottom of the economic pyramid, mainly women and the rural poor. These small loans empower clients and improve the livelihood of families, contributing to improved nutrition, health, and education outcomes.

SMALL & MEDIUM ENTERPRISES (SMEs)

SMALL & MEDIUM ENTERPRISES (SMEs)

SME lending is critical for job creation and economic development. SMEs often lack adequate credit to support their growth. Creation’s portfolio companies support SMEs through term loans, factoring/invoice discounting, leasing and hire-purchase agreements.

PAYMENTS

PAYMENTS

Assisting the un/underbanked with fast, secure, cheap methods to make and receive payments, remittances, and domestic money transfers through digitization of cash and multi-channel electronic tools.

MICRO-INSURANCE

MICRO-INSURANCE

Insurance helps protect the most vulnerable from risks they cannot and should not bear.  We desire to see the proliferation of affordable insurance options for protecting life, property, health (including COVID related issues), and agriculture/climate.

FINTECH

FINTECH

Technology is the key for last mile distribution of critical financial services to those excluded and neglected populations. Through the use of innovative technology, we are driving down transaction costs and increasing efficiency and reach.

OTHER SOCIAL VENTURES

OTHER SOCIAL VENTURES

Investing in businesses that have at their core a dedication to those living in poverty, enabling them to be consumers and producers through critical products and services.

Team

Creation’s team of investment professionals has over 80 years of combined international finance experience. Our financial services specialization gives us a singular focus allowing us to identify, evaluate, and structure investment opportunities on a global scale. Creation actively partners with the management teams of our portfolio companies to build value through a variety of initiatives.

Patrick Fisher
Ken Vander Weele
Tyler Day
Remika Agarwal
Nicholas Andrés Yepes
Lazar Zdravkovic
Douglas Malfar
Dianna De Laurentis
Lynn Currie
Amadeo Ibarra Flores
Bryan Wagner
Patrick Fisher

Patrick Fisher

Founder & Managing Partner

Mr. Fisher founded Creation in 2007 coming from JPMorgan and continues to lead all operations in the firm including deal generation, deal structuring, capital raising and investor relations. He chairs the firm’s Investment Committee and sits on the board of many of the firm’s portfolio companies, along with several other for-profit and not-for-profit institutions.

Mr. Fisher graduated from the University of Notre Dame and received his MBA from Northwestern University.  He speaks basic Chinese and is fluent in Spanish. Mr. Fisher lives in Chicago with his wife, three children, and dog Bacon.

LinkedIn Profile

Ken Vander Weele

Ken Vander Weele

Partner & Co-Founder

Mr. Vander Weele is a co-founding board member of Creation Investments Social Ventures Fund I and was instrumental in the establishment of Creation Investments. He sits on the firm’s Investment Committee and on the board of many portfolio companies. Mr. Vander Weele is a CPA and holds a PhD from Oxford.

Mr. Vander Weele is an industry veteran in microfinance having served as President for Opportunity International, a leading NGO in financial inclusion, assisting in their growth from $5 million to over $1 billion in assets.  After many years living abroad, he currently resides in Chicago with his wife.

LinkedIn Profile

Tyler Day

Tyler Day

Director

Mr. Day joined Creation Investments in 2011 helping grow the firm over the past eight years. Previously, he was a Technical Advisor to the microfinance institution, Five Talents Uganda in Kampala, Uganda. Prior to that, Mr. Day was a Financial Analyst in the mergers and acquisitions group at the investment banking firm Houlihan Lokey.  Mr. Day serves on the board of Vivriti Capital (India), Sohan Lal Commodity Management (India) and OfBusiness (India).  He lives in Dallas, Texas with his wife and three children.

LinkedIn Profile

Remika Agarwal

Remika Agarwal

Vice President

Ms. Agarwal is an accomplished finance professional with over 14 years of market experience having worked across NBFCs, MFIs, HFCs, Banks, FinTech and other financial services sectors.  Formerly the head of Structured Finance & Products at Northern Arc Capital, she conducted detailed due diligence on companies, assessed business risks, and launched several innovative products.  Prior, she worked for ICRA Rating coverning the Microfinance Sector, giving her substantial expertise in credit markets in India. Ms. Agarwal holds a MBA from the Management Development Institute and a BS in Economics, Statistics, and Mathematics from St. Xavier’s College. She lives in Bangalore, Karnataka, India with her husband and children. 

LinkedIn Profile

Nicholas Andrés Yepes

Nicholas Andrés Yepes

Senior Associate

Mr. Yepes joined Creation Investments in 2018 as an Associate, moving to Chicago from New York where he previously worked at Morgan Stanley and Citigroup in Investment Banking with a focus on Latin America.  He helped found our offices in Mexico City, D.F., Mexico and works on all aspects of Creation’s portfolio in Central and South America.

LinkedIn Profile

Lazar Zdravkovic

Lazar Zdravkovic

Senior Associate

Mr. Zdravkovic joined Creation Investments in 2017 as an Associate, moving to Chicago from New York where he previously worked at Barclays in Investment Banking with their Financial Institutions Group.

LinkedIn Profile

Douglas Malfar

Douglas Malfar

Senior Associate

Mr. Malfar joined Creation Investments in 2019 as a Senior Associate. He previously worked for Goldman Sachs in Investment Banking with a focus on Financial Institutions.

LinkedIn Profile

Dianna De Laurentis

Dianna De Laurentis

Operations Manager

Ms. De Laurentis joined Creation Investments in 2015 as Operations Manager. She manages operations for the firm.

LinkedIn Profile

Lynn Currie

Lynn Currie

Controller

Mrs. Currie joined Creation Investments in 2011 as Controller. She manages financial reporting and controls for the firm.

Amadeo Ibarra Flores

Amadeo Ibarra Flores

Senior Vice President, Mexico Country Head

Mr. Ibarra joined Creation in 2020 working previously for Linzor Capital Partners in Mexico City, covering Central and South America. Prior to Linzor, he worked for Morgan Stanley Investment Banking in Latin America. Mr. Ibarra holds a MBA from the University of Chicago, Booth School of Business, with honors, as well as a MS in Economics from EGADE – Mexico, summa cum laude.  Mr. Ibarra resides in Mexico City, D.F., Mexico with his wife and children. 

LinkedIn Profile

Bryan Wagner

Bryan Wagner

Partner

Mr. Wagner joined Creation Investments in 2013 and leads the firm’s efforts in Latin America. Previously, Mr. Wagner was an Executive Director with Morgan Stanley, where he had leadership responsibility for investment banking activities in microfinance. He sits on Creation’s Investment Committee and on the boards of our portfolio companies in Latin America.

Mr. Wagner worked previously at Morgan Stanely in investment banking. He also worked in various operational roles in microfinance West Africa and New York City. Mr. Wagner lives in Chicago with his wife and three children.

LinkedIn Profile

Portfolio

We strive to build diversified portfolios for maximum impact. Creation Investments currently manages several private equity funds and co-investment vehicles with equity investments in the following companies: