Creation Investments Capital Management, LLC is a leading impact investment management company dedicated to private equity investments in the financial services industry. Leveraging our deep industry experience, we partner with management teams to inject growth equity and facilitate buyout transactions in 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, significantly impacting those living at the bottom of the economic pyramid. Currently, our companies directly serve over 10 million entrepreneurs with over $15 billion in small business loans outstanding, and millions more with micro-savings, micro-insurance and mobile payment tools.
IMPACT INVESTING IN FINANCIAL INCLUSION
A diversified portfolio for maximum impact
Providing underbanked and unbanked populations with access to capital and other financial products (including micro-savings, FX/remittance services, debit and credit cards, and micro-insurance).
Small and Medium-sized Enterprises (SMEs)
Supporting the proliferation of companies that are the backbone of modern economies and can be crucial engines of development through their role as efficient producers, innovators and employers.
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.
Serving the expanding middle class in Emerging Markets
Creation's team of investment professionals has over 60 years of combined international finance experience. Our financial services specialization gives us a singular focus allowing us to identify, evaluate, structure, and negotiate investment opportunities on a global scale, work closely with the management teams of our portfolio companies to build value through a variety of initiatives.
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 firms 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.
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 has his PhD from Oxford.
Mr. Wagner joined Creation Investments in 2013 and leads the firm's efforts n Latin America. Previously, Mr. Wagner was an Executive Director with Morgan Stanley, where he had leadership responsibility for the Firm’s activities in microfinance. He sits on the Investment Committee and on the boards of our portfolio companies in Latin America.
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. 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.
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.
Dianna De Laurentis
Ms. De Laurentis joined Creation Investments in 2015 as a Operations Manager. She manages operations for the firm.
Mrs. Currie joined Creation Investments in 2011 as a Controller. She manages financial reporting for the firm. She lives in Chicago, Illinois with her husband Tim and two children.
Mrs. Kowalski joined Creation Investments in 2018, having worked previously with Northern Trust and Woodfield Fund Administration. She has her CPA designation and leads accounting and reporting for the firm. She lives in Chicago, Illinois with her husband and son Jacob.
Patrick T. Fisher is the Chairman of the Advisory Board Creation Investments Social Ventures Fund I, II, III and IV.
Ken Vander Weele
Ken Vander Weele is one of the Advisory Board members of Creation Investments Social Ventures Fund I, II and III. He is the Secretary of the Board and is a member of the Fund’s Valuation Committee.
Andrew W. Code
Andy Code is one of the Advisory Board members of Creation Investments Social Ventures Fund I, II, III and IV and a member of the Audit and Valuation Committees.
John (Jack) E. Neal
Jack Neal is one of the Advisory Board members of Creation Investments Social Ventures Fund I, II, III and IV. He is the Chair of the Audit Committee and a member of the Valuation Committee.
Dale Hunt is one of the Advisory Board members of Creation Investments Social Ventures Fund III and IV.
Jason LaFrance is one of the Advisory Board members of Creation Investments Social Ventures Fund II, III and IV. He is a member of the Audit Committee and Valuation Committee.
Bryan Daniels was one of the Advisory Board members of Creation Investments Social Ventures Fund I and II.
156 North Jefferson Street, Suite 201 Chicago, Illinois 60661
No Offer to Sell or Solicitation of an Offer to Buy; No Investment Advice.
The information provided on this Site is for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or commodities, or investment advice relating to securities or commodities, or a representation that any security or commodity is a suitable or appropriate investment for any person. You are advised to give independent consideration to, and conduct independent investigation with regards to, this information and to obtain investment advice from your financial, legal and tax advisors. You should assume all information is written and prepared for large and experienced institutional investors with the highest degree of financial sophistication and knowledge and the capacity to withstand and assess any financial losses. Further, the use of the information provided herein is at the reader’s risk, expressly purports an obligation of due diligence and is strictly intended for informational purposes and should not be construed as a solicitation or general advertisement by Creation Investments.
Privacy And Protection of Personal Information.
Creation Investments is committed to maintaining the privacy of any nonpublic information that we obtain about you through your use of the Site. Except as may otherwise be required by law, we will disclose any such information to service providers of Creation Investments (to the extent permitted by law) and to third parties only to the extent necessary or appropriate for the effective management and administration of Creation Investments’ operations, the Site, or our investment funds.
Disclaimer of Warranty and Limitation of Liability.
THE SITE AND ALL INFORMATION CONTAINED HEREIN IS MADE AVAILABLE ON AN “AS IS” BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, WARRANTIES OF TITLE OR IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. YOU HEREBY ACKNOWLEDGE THAT YOUR USE OF THE SITE IS AT YOUR SOLE RISK.
Information contained, including pricing, valuation, and commentary on specific products, if any, reflects the authors’ analysis and other information available as of the publication date indicated. Furthermore, any quotations, news, opinions, commentaries, recommendations, data, pricing and all other information contained on this Site are believed to be accurate and reliable, but Creation Investments cannot and does not guarantee its timeliness, completeness or accuracy as of the viewing date. Neither Creation Investments nor any of its affiliates, directors, officers or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this Site, or resulting from the act or omission of any other party involved in making this Site or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of the Site or these materials, whether or not the circumstances giving rise to such cause may have been within the control of Creation Investments or of any vendor providing software or services support.
Use of Links.
Links (also known as “hyperlinks”) to or from other Internet sites may be included at times for the convenience of the user. Creation Investments and its affiliates assume no responsibility for the content of any linked site. The fact that such links may exist does not indicate approval or endorsement of any material contained on any linked site.
Hedge funds, private equity and other alternative investments involve a high degree of risk and can be illiquid due to restrictions on transfer and lack of a secondary trading market. They can be highly leveraged, speculative and volatile, and an investor could lose all or a substantial amount of an investment. Alternative investments may lack transparency as to share price, valuation and portfolio holdings. Complex tax structures often result in delayed tax reporting. Compared to mutual funds, hedge funds, private equity and other alternative investments are subject to less regulation and often charge higher fees. Alternative investment managers typically exercise broad investment discretion and may apply similar strategies across multiple investment vehicles, resulting in less diversification. Trading may occur outside the United States which may pose greater risks than trading on U.S. exchanges and in U.S. markets. Alternative Investments generally are offered through private placements of securities which are unregistered private placements and are available only to those investors who meet certain eligibility criteria. The above summary is not a complete list of the risks and other important disclosures involved in investing in alternative investments and is subject to the more complete disclosures contained in a particular fund’s confidential offering documents, which must be reviewed carefully.
Generally, this communication is for informational purposes only and it is not intended as an offer or solicitation with respect to the purchase or sale of any offering, security or financial instrument, or as an official confirmation of any transaction. All data, market prices, and other information are not warranted as to completeness or accuracy and are subject to change without notice. Any comments or statements made herein do not necessarily reflect those of Creation Investments Capital Management, LLC, Creation Investments Social Ventures Funds, and any subsidiaries or affiliates.
This transmission may contain information that is privileged, confidential, legally privileged, and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. Although this transmission and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by Creation Investments, its subsidiaries and affiliates, as applicable, for any loss or damage arising in any way from its use. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format.