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
Remika Agarwal
Amadeo Ibarra Flores
Lazar Zdravkovic
Douglas Malfar
Abin Rasheed
Max Romo Awad
Varun Kacker
Arturo Hernandez Balderas
Flor Torres
Lynn Currie
Patrick Fisher

Patrick Fisher

Founder & Managing Partner

Mr. Fisher founded Creation 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 all 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 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.

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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.

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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, 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.

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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 three children.

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Matt Schick

Matt Schick

Chief Operating Officer

Matt Schick joined Creation Investments in 2022 as Chief Operating Officer. Prior to joining Creation Investments, Mr. Schick 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. Matt Schick has 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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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. 

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Amadeo Ibarra Flores

Amadeo Ibarra Flores

Director, 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. 

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Lazar Zdravkovic

Lazar Zdravkovic

Vice President

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.

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Douglas Malfar

Douglas Malfar

Vice President

Doug Malfar joined Creation Investments in 2019 and is a Vice President, focusing his energy and efforts on investments in Asia and CEEMEA. Mr. Malfar has more than eight years of experience working with global financial service companies and institutions. 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 has a Bachelor of Science in Finance from the University of Illinois and currently resides in Chicago.

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Abin Rasheed

Abin Rasheed

Senior Associate

Mr. Rasheed joined Creation in 2021, adding to our local presence and bringing further expertise in financial services sector in India. Coming from Brickwork Ratings and Northern Arc Capital, Mr. Rasheed analyzed investments and risk across Banks, NBFCs, and FinTechs, covering multiple asset types including SME Lending, Vehicle Finance, Housing Finance, School Finance, and Microfinance. He augments our private equity and private credit strategies adding further depth with his knowledge of debt markets and instruments in India. Mr. Rasheed received his MBA from IFMR and Bachelors in Information Technology from Kerala University.

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Max Romo Awad

Max Romo Awad

Associate

Mr. Romo joined Creation Investments in 2021 as an Associate in our Mexico City office, previously working for JP Morgan in Investment Banking with a focus on Latin America. Prior to JP Morgan, 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 works on all aspects of Creation’s portfolio in Central and South America.

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Varun Kacker

Varun Kacker

Associate

Mr. Kacker joined Creation Investments as an Associate in 2022 in our India office. Coming from IDFC FIRST Bank, he used to analyze creditworthiness of and perform due diligence on Banks, NBFCs, and Mutual Funds, and assess risks pertaining to countries.

Mr. Kacker received his MBA from Management Development Institute and is a certified Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM). He utilizes his free time reading mystery novels and non-fiction books on investments as well as philosophy. He loves to play badminton and competitive strategy online games.

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Arturo Hernandez Balderas

Arturo Hernandez Balderas

Associate

Mr. Hernández joined Creation Investments in 2021 as an Associate in our Mexico City office, previously working for BTG Pactual in the Investment Banking Division with a focus in Mexico and Latin America. Prior to that, he worked at Rothschild & Co in Investment Banking, as well as at Chevez Ruiz Zamarripa in Tax Consulting. Mr. Hernández received his BA in Accounting and Strategic Finance from Instituto Tecnológico Autónomo de México (ITAM).

LinkedIn

Flor Torres

Flor Torres

Investor Relations Manager

Flor Torres joined Creation Investments in 2022 as Investor Relations Manager. Prior to joining Creation Investments, Ms. Torres was at Harbor Capital Advisors, Inc. where she established and led the production of quarterly marketing content. Previously, Ms. Torres 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 began her career in alternative investments as an Investor Relations Associate at Evanston Capital Management, LLC where she shared responsibility for the firm’s marketing and client service efforts. Ms. Torres began her career in the industry as a Pricing Analyst at Jackson National Asset Management. She received her Bachelor of Arts and Bachelor of Business Administration at Loyola University Chicago. Ms. Torres is fluent in Spanish and resides in Chicago with her dog.

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Lynn Currie

Lynn Currie

Controller

Mrs. Currie joined Creation Investments in 2011 as Controller. She manages financial reporting and controls for the firm. She lives in Chicago with her husband, two children and dog.

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: