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 🔥Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2 🤝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV 👉 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
The Fintech Blueprint · Lex Sokolin, Adam Felesky
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Show Notes
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
🔥Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2
🤝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV
👉 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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