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
Bryan Wagner
Tyler Day
Matt Schick
Amadeo Ibarra Flores
Remika Agarwal
Lazar Zdravkovic
Douglas Malfar
Max Romo Awad
Arturo Hernandez Balderas
Varun Kacker
Abin Rasheed
Sohan Ghag
Lynn Currie
Flor Torres
Samine Siamer
Divya Bhat
Patrick Fisher

Patrick Fisher

Founder & Managing Partner

Mr. Fisher founded Creation Investments in 2007, leaving JPMorgan with a vision to find profitable solutions to difficult social and environmental challenges. He is a leader in the financial services industry globally and leads various aspects of the firm’s operations. Mr. Fisher chairs the firm’s Investment Committee and sits on the board of several of the firm’s portfolio companies globally, along with other for-profit and not-for-profit institutions.

Mr. Fisher received a Master of Business Administration from Northwestern University and Bachelor of Arts in Philosophy, Theology, and Computer Applications from the University of Notre Dame. He speaks basic Chinese and is fluent in Spanish. Mr. Fisher lives in Chicago with his wife, children, and dog.

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Ken Vander Weele

Ken Vander Weele

Partner & Co-Founder

Mr. Vander Weele was instrumental in the establishment of Creation Investments and is a co-founding board member of Creation Investments Social Ventures Funds I, II, and III. He sits on the firm’s Investment Committee and on the board of several of the firm’s portfolio companies. Mr. Vander Weele is an industry veteran in microfinance and prior to joining Creation Investments, he 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. 

Mr. Vander Weele is a CPA and holds a PhD from Oxford. After many years living abroad, he currently resides in Chicago with his wife.

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Bryan Wagner

Bryan Wagner

Partner

Mr. Wagner joined Creation Investments in 2013 and leads the firm’s efforts in Latin America. Previously, he was an Executive Director at Morgan Stanley, where he had leadership responsibility for investment banking activities in financial inclusion after spending several years in the Latin America Investment Banking Group.  Outside of Morgan Stanley, he worked in various operational roles in microfinance in West Africa and New York City. Mr. Wagner sits on the firm’s Investment Committee and on the boards of the firm’s portfolio companies based in Latin America.

Mr. Wagner received a Master of Business Administration from Harvard Business School, a Master in Public Administration in International Development from Harvard Kennedy School, and a Bachelor of Science in Business Administration from University of North Carolina – Chapel Hill. Mr. Wagner lives in Evanston with his wife and children.

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Tyler Day

Tyler Day

Partner

Mr. Day joined Creation Investments in 2011 and is a Partner, focusing his energy and leadership on investments in Asia. 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 four children.

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Matt Schick

Matt Schick

Chief Operating Officer

Mr. Schick joined Creation Investments in 2022 and is the Chief Operating Officer, focusing his energy and efforts on leading the operational oversight in support of the firm’s core functions. Previously, he served as the Chief Financial Officer and Chief Compliance Officer at Entrepreneurial Equity Partners (e2p), a Chicago-based private equity firm. Earlier, he was the fund controller at private capital manager Victory Park Capital Advisors from 2013 to 2019. Previously, he worked at PwC for almost six years.

Mr. Schick received a Bachelor’s Degree in Accounting from The Ohio State University Fisher College of Business and is a certified public accountant (inactive). Mr. Schick resides in Chicago with his wife and two children.

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Amadeo Ibarra Flores

Amadeo Ibarra Flores

Director, Mexico Country Head

Mr. Ibarra joined Creation in 2020 and is a Director, focusing his energy and efforts on investments in Mexico and the rest of Latin America. Previously, he was a Vice President at Linzor Capital Partners in Mexico City, where he covered Mexico and Latin America. Earlier, he held multiple operational roles in financial institutions, including Finance Director of Engen Capital. Prior to that, he was a Vice President at Morgan Stanley, where he led the execution of cross-border merger and acquisitions in Latin America across multiple industries.

Mr. Ibarra sits on the board of several of the firm’s portfolio companies with prior experience on boards in the SME lending, leasing, insurance, retail, and telecom sectors.

Mr. Ibarra received a Master of Business Administration from The University of Chicago Booth School of Business with Honors, a Master of Science in Economics from the Tecnológico de Monterrey, and a Bachelor of Science in Financial Management from the Tecnológico de Monterrey. He was the sole recipient of the Summa Cum Laude honor, Tower of Excellence honor, and EGADE Merit Scholarship from Tecnológico de Monterrey. Mr. Ibarra resides in Mexico City with his wife and children. 

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Remika Agarwal

Remika Agarwal

Vice President

Ms. Agarwal joined Creation Investments in 2020 and is a Vice President, focusing her energy and efforts on investments in India. Previously, she was the head of Structured Finance & Products at Northern Arc Capital, where she conducted detailed due diligence on companies, assessed business risks, and launched several innovative products.  Prior to that, she worked for ICRA Rating covering the microfinance sector, giving her substantial expertise in credit markets in India.

Ms. Agarwal received a Master of Business Administration from the Management Development Institute and a Bachelor of Science in Economics, Statistics, and Mathematics from St. Xavier’s College. Ms. Agarwal lives in Bangalore with her husband and daughter. 

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Lazar Zdravkovic

Lazar Zdravkovic

Vice President

Mr. Zdravkovic joined Creation Investments in 2017 and is a Vice President, focusing his energy and efforts on investments in Asia and CEEMEA (Central and Eastern Europe, Middle East, and Africa). Previously, he was an investment banker at Barclays in their Financial Institutions Group in New York.

Mr. Zdravkovic received a Bachelor of Science in Finance, International Business, and Economics from Georgetown University and resides in Chicago.

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Douglas Malfar

Douglas Malfar

Vice President

Mr. Malfar joined Creation Investments in 2019 and is a Vice President, focusing his energy and efforts on investments in Asia and CEEMEA (Central and Eastern Europe, Middle East, and Africa). Prior to joining Creation Investments, he worked as an investment banker in the financial institutions group at Goldman Sachs, where he worked on numerous transactions across mergers and acquisitions, public and private capital raises (debt & equity), and shareholder activism defense / anti-raid. Mr. Malfar began his career at Keefe, Bruyette, & Woods, a boutique investment bank that specializes in regional depositories.

Mr. Malfar received a Bachelor of Science in Finance from the University of Illinois and resides in Chicago.

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Max Romo Awad

Max Romo Awad

Associate

Mr. Romo joined Creation Investments in 2021 and is an Associate, focusing his energy and efforts on investments in Latin America. Previously, he was an investment banker at JP Morgan, where he focused on Latin America. Prior to that, Mr. Romo worked in Investment Banking for Emerge Banca de Inversion as well as in his family business, Transportes Romo, giving him further experience in Mexican banking and business operations.

Mr. Romo received a Bachelor of Science in Finance and Business Administration, cum laude, from Universidad Panamericana. Mr. Romo resides in Mexico City.

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Arturo Hernandez Balderas

Arturo Hernandez Balderas

Associate

Mr. Hernández joined Creation Investments in 2021 and is an Associate, focusing his energy and efforts on investments in Latin America. Previously, he was an investment banker at BTG Pactual and Rothschild & Co., where he focused on investments in Latin America and Mexico. Mr. Hernández began his career as a tax consultant at Chevez Ruiz Zamarripa.

Mr. Hernández received his Bachelor of Arts in Accounting and Strategic Finance from Instituto Tecnológico Autónomo de México (ITAM). Mr. Hernández resides in Mexico City.

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Varun Kacker

Varun Kacker

Associate

Mr. Kacker joined Creation Investments and is an Associate, focusing his energy and efforts on investments in India. Previously, he was a Chief Manager at IDFC FIRST Bank, where he led due diligence efforts and analyzed the creditworthiness of Banks, Non-Banking Financial Companies, and Mutual Funds.

Mr. Kacker received a Master of Business Administration from Management Development Institute, Gurgaon and is a certified Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM). Mr. Kacker lives in Bangalore.

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Abin Rasheed

Abin Rasheed

Senior Associate

Mr. Rasheed joined Creation Investments in 2021 and is a Senior Associate, focusing his energy and efforts on investments in India. Previously, he was a Senior Rating Analyst at Brickwork Ratings, where he analyzed investments and risk across Banks, Non-Banking Financial Companies, and FinTechs. Prior to that, Mr. Rasheed was a Senior Associate at Northern Arc Capital, where he focused on investment risk management on a portfolio comprised of FinTechs, Financial Institutions, and Startups in India.

Mr. Rasheed received a Master of Business Administration from IFMR Graduate School of Business – Krea University and a Bachelors in Information Technology from Kerala University. Mr. Rasheed lives in Bangalore.

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Sohan Ghag

Sohan Ghag

Associate

Sohan joined Creation Investments in 2022 as an Associate in our India office. He joins us from the Investment Banking team of Ambit where he focused on mergers & acquisitions and private equity fund raises for companies in the financial services sector. Prior to that, he worked at A&W Capital in Investment Banking. He started his career with KPMG and then worked with Ernst & Young in Transaction Advisory Services. 

Sohan received his MBA in Finance and Strategy from Indian School of Business (ISB), Hyderabad and is also a Chartered Accountant.

In his free time, he likes going for runs and for short treks during weekends. He loves to travel and explore new places, cuisines and experiences.

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Lynn Currie

Lynn Currie

Controller

Mrs. Currie joined Creation Investments in 2011 and is the Controller, focusing her energy and efforts on managing financial reporting and controls for the firm.

Mrs. Currie received a Bachelor of Arts in Accounting from Illinois Wesleyan University. She lives in Chicago with her husband, two children and dog.

Flor Torres

Flor Torres

Investor Relations Manager

Ms. Torres joined Creation Investments in 2022 and is the Investor Relations Manager, focusing her energy and efforts on the firm’s capital raising and marketing efforts. Previously, she was at Harbor Capital Advisors, Inc. where she established and led the production of quarterly marketing content. Earlier, she was a Marketing Associate at GCM Grosvenor, where she focused on the creation of bespoke marketing content for alternative investment solutions. Prior to that, she worked at alternative investment manager Evanston Capital Management from 2016 to 2018 and at Jackson National Asset Management from 2013 to 2015.


Ms. Torres received a Bachelor of Arts in International Studies and Bachelor of Business Administration in Finance and International Business at Loyola University Chicago. Ms. Torres resides in Chicago with her dog.

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Samine Siamer

Samine Siamer

Operations Manager

Ms. Siamer joined Creation Investments in 2022 and is the Operations Manager, focusing her energy and efforts on providing operational support across fund administration, transaction support, and compliance management. Previously, she was a Contract Analyst at Credit Agricole de Normandie in France. Prior to that she worked at Knowable in Chicago as a Contract Analyst.

Ms. Siamer received a Master’s Degree in Intellectual Property Law at Pantheon-Assas University. Ms. Siamer lives in Chicago.

Divya Bhat

Divya Bhat

Senior Corporate Secretary & Operations Manager India

Ms. Bhat joined Creation Investments in 2022 and is the Senior Corporate Secretary & Operations Manager – India. She focuses her energy and efforts on the overall compliance management, governance & Indian Office operations. Previously, she worked at Trianz and Tamara & Innovations Group in a Corporate Secretary role, where she provided an independent approach to, governance and compliance management.

Ms. Bhat received a Bachelor Degree in Commerce from Karnataka University and is a Fellow member of Institute of Company Secretaries of India. Ms. Bhat resides in Bengaluru with her family.

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Portfolio

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