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

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

The Fintech Blueprint