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

<p>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.</p><p> </p><p>MENTIONED IN THE CONVERSATION</p><p> </p><p>Portage's Website: https://bit.ly/3ttPRmO</p><p>Adam's LinkedIn profile: https://bit.ly/3Fi0ThE</p><p> </p><p>Topics: investment, investment management, fintech, M&A, ETFs, venture capital, vc, private equity, roboadvisor, AI</p><p> </p><p>Companies: Portage, Wealthsimple, Alan, Betterment, Wealthfront</p><p> </p><p>ABOUT THE FINTECH BLUEPRINT</p><p> </p><p>🔥Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2</p><p> </p><p>🤝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV</p><p> </p><p>👉 Twitter: https://twitter.com/LexSokolin</p><p> </p><p>TIMESTAMPS</p><p> </p><p>1’21”: From early passion to industry pioneer: The journey of ETF entrepreneurship in 2005</p><p> </p><p>8’29”: The intersection of asset allocation and individual investments: Navigating two worlds in wealth management</p><p> </p><p>11’41”: Exploring the robot-driven dynamics of fund complexes, trading firms, and quant hedge funds</p><p> </p><p>18’25”: Unpacking the Wealthsimple investment: From founding to differentiation in the digital investing wave</p><p> </p><p>21’04”: Navigating investment stages: Assessing startups from seed to series A</p><p> </p><p>27’33”: Valuation challe