Adam Felesky is the Co-Founder and CEO of Portage.
Portage is a global investment platform focused on fintech and financial services. Their team partners with ambitious companies across all stages, providing flexible capital and deliver a global network of investors, commercial partners, advisors and value-creation experts. With deep industry knowledge and entrepreneurial experience, Portage is committed to supporting the leaders who are reshaping financial services.
Takeaways
Chapters
00:00 The ETF Landscape in 2005 and Building a Successful ETF Business
07:47 The Growth of the Fintech Ecosystem in Canada
10:49 The Importance of a Supportive Regulatory Environment for Fintechs
12:01 Timing and Opportunities in the Fintech Market
17:34 Investing in Local Winners and the Role of Incumbents
20:15 Portage Ventures and Diagram: Investing in Going Concerns and Building Companies from Scratch
24:20 Building a Complementary Team and the Importance of Team Dynamics
26:18 The Role of Board Members and Supporting Portfolio Companies
28:25 Liquidity Options for Investors: Secondary Funds and IPOs
30:40 The Regulatory Environment and the Need for Open Banking
32:44 The Future of Fintech and the Importance of Consumer Access
33:30 Qualities of Successful Founders and Building a Clear Vision
34:11 Investing in Infrastructure and AI: Opportunities for Growth and Innovation
38:38 Journey of an Entrepreneur
Keywords
Adam Felesky, KOHO, Wealthsimple, Horizons ETFs, Portage, ETF landscape, fintech market, challenges, opportunities, infrastructure, AI, complementary team, support, ecosystem
