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

The Podcast & Research Platform

Where capital
meets conviction.

The podcast and research arm of High Plains Capital and IVYFON. Long-form conversations with allocators, fund managers, and family office principals — paired with original research and charts from Resilient Analysis.

Watch Latest Episode → Read the Research
300K+
Monthly viewers
160K+
Accredited audience
10M+
Total social views
NO. 04 / APRIL 2026
Latest Conversation
Carol Pepper · Building Resilient Wealth in Volatile Markets

Two Platforms · One Editorial Voice

A podcast, and a research arm.

Resilient Alpha houses the long-form conversations. Resilient Analysis houses the written work — the charts, the frameworks, the published thinking that sits behind the microphone. Both are produced in-house, with an eye and ear towards public and private markets and the policy that shapes them.

"Allocators no longer separate the person from the data — they want to hear how the thinking develops, not just where it lands. That's what we build both sides of the platform around."

The Speakers

A rotating panel of practitioner hosts.

Each host brings a specialty — and a dedicated channel. Episodes are clustered by host on individual speaker pages, with written companion pieces published in Resilient Analysis.

Based: NYC · San Francisco · Los Angeles · Miami
Format: 45–70 min long-form · short-form reels
Cadence: 2–4 episodes per month
Founder · Host 01 Marty Secada
Marty Secada
Founder, HPC · IVYFON · Resilient Alpha — Macro, alternatives, and capital cycle
Visit Channel
Alt. Strategies 02 Suzanne Murphy
Suzanne Murphy
Lampe Conway — Special situations, alternative strategies
Visit Channel
Healthcare 03 Shelly O'Donovan
Shelly O'Donovan
Healthcare, life sciences, strategic communications
Visit Channel
Private Equity 04 Chris Anci
Chris Anci
Private equity, alternative investments, deal structure
Visit Channel
Venture · Consumer 05 Lorrie King
Lorrie King
Consumer venture, brand-led growth equity
Visit Channel
VC · Healthcare 06 Elizabeth Cho-Fertikh
Elizabeth Cho
Healthcare venture capital, medtech, biopharma
Visit Channel
Feature Episode · 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 YouTube Listen on Spotify

Episode Library

Recent conversations.

Filter by specialty, host, or asset class. Every episode is produced in-house. Every guest has been independently vetted.

All
Venture
Private Equity
Healthcare
Real Estate
Crypto
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№ 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 →
№ 10
Venture · Longevity

Longevity and Sustaining Alpha Over a Long Career

Alan Patricof — Primetime Partners / Greycroft
Host: Suzanne Murphy
Sep '25Watch →
№ 09
NY Venture

New York Venture Capital

Kevin Ryan — AlleyCorp
Host: Suzanne Murphy
50 min · Aug '25Watch →
№ 08
Family Office

Family Offices and Alpha Strategies

Suzanne Murphy — Lampe Conway
Host: Marty Secada
50 min · Jul '25Watch →
№ 07
Healthcare

Healthcare Investment Outlook

Fred Nazem — Rejuvenan
Host: Elizabeth Cho-Fertikh
50 min · Jul '25Watch →
№ 06
Allocator Strategy

Allocating Alpha Strategies

Jeff Assaf — ICG Advisors
Host: Suzanne Murphy
65 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 →
№ 02
Real Estate

Real Estate Lending Opportunities

Adam Piekarski — Derby Lane Partners
Host: Suzanne Murphy
45 min · May '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 →

Resilient Analysis · The Research Arm

The written side of Resilient Alpha.

Original research, frameworks, and charts — published weekly. Every piece is written in-house by practitioners actively deploying capital.

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 Gubin Part 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.

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300K+
Monthly viewers across all platforms
160K+
Accredited investor audience
10M+
Total social media views
120+
Published pieces in Resilient Analysis

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