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Resilient Alpha · Vol. VI · Issue 04April · 2026

The Integrated Media Platform

One platform.
Four channels.

The integrated media platform of High Plains Capital and IVYFON. Long-form podcast, social distribution, Substack research, and audience analytics — built for the allocators, fund managers, and family offices that move capital across asset classes.

Explore the Channels →View Reach Metrics
300K+
Monthly viewers
160K+
Accredited audience
10M+
Total social views
NO. 04 / APRIL 2026
This Week on the Platform
Carol Pepper · Building Resilient Wealth in Volatile Markets

Four Channels · One Editorial Voice

A distribution stack built for institutional reach.

Resilient Alpha is not a podcast. It is a four-channel media stack — long-form video, social atomization, written research, and first-party audience analytics — engineered to put allocator-grade content in front of the people deploying capital.

"Allocators no longer separate the person from the data — they want to hear how the thinking develops, not just where it lands. We built four channels around that, and we measure each of them."

01

Podcast

Long-form video and audio with allocators, GPs, and family office principals. Distributed on YouTube, Spotify, and Apple.

Episodes14+ Live
02

Social

Short-form atomization across LinkedIn, YouTube, Instagram, X, and Facebook. Carousels, reels, and quote cards from every episode.

Reach10M+ views
03

Substack

Resilient Analysis — original research, frameworks, and charts published weekly. The written companion to every episode.

Pieces120+ Published
04

Analytics

First-party audience analytics — composition by sector, geography, and accreditation status. Reach reports for sponsors and partners.

Accredited52% of Audience

The Hosts

A rotating panel of practitioner voices.

Each host brings a specialty — and a dedicated channel on the platform. Episodes, carousels, and Substack pieces are clustered by host and cross-distributed across the full media stack.

Based: NYC · San Francisco · Los Angeles · Miami
Format: 45–70 min long-form · short-form reels · carousels
Cadence: 2–4 episodes per month
Founder · Host01Marty Secada
Marty Secada
Founder, HPC · IVYFON · Resilient Alpha — Macro, alternatives, and capital cycle
Visit Channel
Healthcare02Shelly O'Donovan
Shelly O'Donovan
Healthcare, life sciences, strategic communications
Visit Channel
Private Equity03Chris Anci
Chris Anci
Private equity, alternative investments, deal structure
Visit Channel
Activist · Global Equity04Rob Li
Rob Li
Amont Partners — Activist global equity, corporate governance, financial inclusion
Visit Channel
Real Estate05Jim Bowles
Jim Bowles
Hall Road Consulting Partners — Real estate, OCIO, institutional sales
Visit Channel
Venture · Consumer06Lorrie King
Lorrie King
Consumer venture, brand-led growth equity
Visit Channel
VC · Healthcare07Elizabeth Cho-Fertikh
Elizabeth Cho-Fertikh
Healthcare venture capital, medtech, biopharma
Visit Channel
Channel One · The Podcast · No. 14

Building Resilient Wealth in Volatile Markets.

Carol Pepper — Pepper International
Hosted by Kevin

A working framework for global wealth management, portfolio diversification, and disciplined long-term investing — applied to the current macro regime. Carol Pepper on capital preservation, asset allocation for HNW individuals, and where private wealth principles diverge from institutional ones.

Feb '26
Recorded
Global
Coverage
HNW · FO
Audience
Watch on YouTubeListen on Spotify

Episode Library

The full archive.

Filter by specialty, host, or asset class. Every episode is produced in-house, atomized for social, and paired with a Substack companion piece.

All
Venture
Private Equity
Healthcare
Real Estate
Crypto
Family Office
№ 14
Wealth Management

Building Resilient Wealth in Volatile Markets

Carol Pepper — Pepper International
Host: Kevin
Feb '26Watch →
№ 13
Healthcare

Healthcare Outlook 2026: Innovation, Policy & Profits

Healthcare panel
Host: Marty Secada
Jan '26Watch →
№ 12
Macro · Volatility

Navigating Market Volatility from Miami

Russell Deakin — Aceana Group
Host: Marty Secada
Dec '25 · MiamiWatch →
№ 11
Alt. Investments

Wharton Equity Partners on Alternatives

Peter Lewis — Wharton Equity Partners / Wharton Digital
Host: Marty Secada
Sep '25Watch →
№ 07
Healthcare

Healthcare Investment Outlook

Fred Nazem — Rejuvenan
Host: Elizabeth Cho-Fertikh
50 min · Jul '25Watch →
№ 05
Digital Assets

Strategic Crypto Technologies

Cosmo Jiang — Pantera Capital
Host: Marty Secada
50 min · Jun '25Watch →
№ 04
Sports Venture

Sports Venture Capital

Chad Stendler — Seventy Six Capital
Host: Shelly O'Donovan
45 min · Jun '25Watch →
№ 03
AI · Deep Tech

The Impact of Good AI

Darwin Ling — Good AI
Host: Marty Secada
45 min · Jun '25Watch →
№ 01
Private Equity

Private Equity Opportunities 2025

Andreas Calianos — Skepticus
Host: Marty Secada
45 min · May '25Watch →
+
Full Catalog

Browse the Full Resilient Alpha Playlist

All episodes · all hosts · all asset classes
YouTube · IvyFON Video Channel
Updated weeklyOpen Playlist →
View Full Library on YouTube →

Channel Three · Substack · Resilient Analysis

The written arm of the platform.

Original research, frameworks, and charts — published weekly to Substack. Every piece is written in-house by practitioners actively deploying capital, and paired with the long-form episode it accompanies.

120+Published pieces

Distributed via Substack to 160K+ accredited investors, with full archive and chart library on-site.

Cover Story · April '26

The Arsenal Paradox:
What 2009 Told Us About 2026.

Seventeen years after the U.S. Economic Renaissance Conference at CUNY Graduate Center, the warnings issued by Marcy Kaptur, Lynn Tilton, Alan Tonelson, and others about Chinese manufacturing dominance are finally being priced. A five-part series — and what family offices should do now.

By Marty Secada & Jonathan GubinPart 1 of 5 · 14 min read
Read the Cover Story →
Private Credit

Extended Lock-Ups and the Coming Secondaries Tsunami

Vintages 2019–2022 will generate more LP-led secondaries volume in the next 18 months than the prior decade combined. Here is the pricing framework.

Apr 18 · 9 minRead →
Macro

Duration Risk Is Back. Family Offices Are Not Ready.

The structural bid for long duration is gone. What replaces it is not symmetric — and most FO portfolios are calibrated to the prior regime.

Apr 11 · 11 minRead →
Allocator Strategy

Single-Strat Fatigue and the Multi-Strat Re-Rate

Why LPs are voting with their feet — and what the shift to multi-strat means for fee architecture, capacity, and manager selection.

Apr 04 · 8 minRead →
PE · SMAs

Why K Funds and PE SMAs Are Eating the LP Fund Market

Post with Gary Post on customization, control, and why the standard LP commingled structure is losing share for the first time in 25 years.

Mar 28 · 10 minRead →
Real Assets

Self-Storage: The VOC Framework

Published with Mike Moyer and Christopher Smith (VOC Partners) — why self-storage underwriting has bifurcated, and where the spread is.

Mar 21 · 7 minRead →
Geopolitics

MENA, Iran, and the New Repatriation Cycle

Sovereign wealth and regional family office capital is behaving in ways the 2010s allocation models do not predict. The mechanics, the timing, the implication.

Mar 14 · 13 minRead →

Subscribe to Resilient Analysis on Substack.

Weekly pieces delivered to your inbox — every chart on this page, plus the companion frameworks and appendices behind each podcast episode.

Subscribe on Substack →

Channel Four · Audience Analytics

First-party reach, measured.

Every channel is instrumented. Reach, composition, and engagement are reported monthly to sponsors and partners — with audience segmentation by sector, geography, and accreditation status.
Monthly Reach
312K
↑ 18% MoM
Accredited
52%
of total audience
Substack Subs
160K
↑ 6.4% MoM
Avg. Watch Time
11:42
↑ 4.1% MoM

Cross-channel reach · trailing 12 months

Monthly impressions across podcast, social, and Substack
PodcastSocialSubstack
300K200K100K0MayJunJulAugSepOctNovDecJanFebMarApr
300K+
Monthly viewers across all channels
160K+
Accredited investor audience
10M+
Total social media views
120+
Published pieces in Resilient Analysis

Direct to Inbox

Episodes, charts, and frameworks — delivered weekly.

All four channels in one weekly digest. New episodes, social cuts, Substack pieces, and audience reports.

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