Mastering fintech from public to private investments, with Portage CEO Adam Felesky

Lex chats with Adam Felesky, CEO and co-founder of Portage - an
investment firm focused on fintech and financial services.
Felesky discusses his background in finance and tech, his
experience as an entrepreneur, and the investment opportunities
he sees in the fintech sector. He emphasizes the importance of
understanding the nuances of different verticals within fintech
and the potential for incumbent transformation in the industry.
Felesky also discusses the current market environment for fintech
investments and the challenges and opportunities it presents. He
suggests that M&A activity and buyouts may play a role in the
recovery of the fintech market and advises investors to be
prepared for companies to stay private longer.


 


MENTIONED IN THE CONVERSATION


 


Portage's Website: https://bit.ly/3ttPRmO


Adam's LinkedIn profile: https://bit.ly/3Fi0ThE


 


Topics: investment, investment management, fintech, M&A,
ETFs, venture capital, vc, private equity, roboadvisor, AI


 


Companies: Portage, Wealthsimple, Alan, Betterment, Wealthfront


 


ABOUT THE FINTECH BLUEPRINT


 


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forefront of Fintech and DeFi: https://bit.ly/3hyhlC2


 


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Twitter: https://twitter.com/LexSokolin


 


TIMESTAMPS


 


1’21”: From early passion to industry pioneer: The journey of ETF
entrepreneurship in 2005


 


8’29”: The intersection of asset allocation and individual
investments: Navigating two worlds in wealth management


 


11’41”: Exploring the robot-driven dynamics of fund complexes,
trading firms, and quant hedge funds


 


18’25”: Unpacking the Wealthsimple investment: From founding to
differentiation in the digital investing wave


 


21’04”: Navigating investment stages: Assessing startups from
seed to series A


 


27’33”: Valuation challenges in fintech: The blurred traction and
market trends


 


30’02”: From entrepreneur to investor: Mastering the art of
saying no


 


32’59”: Fintech's future: Portage Ventures' promising themes and
market structure insights


 


37’53”: Assessing risk and the credit cycle: A conversation on
market perspectives


 


41’12”: Unlocking growth potential: Strategies for overcoming
valuation challenges in fintech


 


44’59”: The channels used to connect with Adam & learn more
about Portage


Disclaimer here — this newsletter does not provide investment
advice and represents solely the views and opinions of FINTECH
BLUEPRINT LTD.


Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella


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questions.