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

Starting Horizons ETF and nuances to the ETF business.
The founding story of Portage.
Fintech in Canada and Portage's portfolio companies Wealthsimple and KOHO.
Secondary funds and liquidity.
Regulatory environment in Canada and open banking.
Building an investment team globally.
Infrastructure and AI are promising areas in the fintech space.
Portage's different funds and their relationship with Diagram Ventures.
The importance of timing.


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

Ver todos los episodios