Experience Matters
With over a century of combined experience in both financial markets and the corridors of the Capitol, Veda Partners is a uniquely situated investment advisor and consultancy. It is our mission to provide clients with the most pertinent data, analysis and forecasting as the various branches of government influence investment and business strategies. Veda provides hyper-focused and specialized insight into the fields where we have hands-on experience and a strong history of guiding investors away from the noise and towards the action.
Meet the Team
Henrietta Treyz
Co-Founder | Director of Economic Policy
Henrietta has been providing investors with economic policy analysis for over 15 years, leading the Veda economic policy team through trade wars, hot wars, global pandemic, recession, financial services reform, healthcare reform, and various trade policies of multiple administrations impacting the global marketplace and investment community. She is also the author of Capital Signals a weekly investment and macroeconomic risk publication commissioned by AGF (AGF.B), a longstanding global asset management firm based in Toronto, Canada.
Henrietta Treyz
Co-Founder | Director of Economic Policy
Henrietta has been providing investors with economic policy analysis for over 15 years, leading the Veda economic policy team through trade wars, hot wars, global pandemic, recession, financial services reform, healthcare reform, and various trade policies of multiple administrations impacting the global marketplace and investment community. She is also the author of Capital Signals a weekly investment and macroeconomic risk publication commissioned by AGF (AGF.B), a longstanding global asset management firm based in Toronto, Canada.
Henrietta’s analysis is derived from legislative, regulatory, and political events nationally and at the state level on issues as diverse as tariffs, fiscal stimulus, tax legislation (corporate and individual), the debt ceiling, and other economic and fiscal priorities of Washington, D.C. Henrietta’s longstanding relationships with Administration, Agency, Senate and House members and staff run the ideological gamut and her approach to making directional calls for investors hinges on understanding the motives and voting tendencies of all manner of public officials.
Henrietta has covered mid-term and general elections for investors in each general and midterm election since 2010 and her forecasts are bolstered by her work on campaigns at the district, state and national level across Texas, Rhode Island, New York and New Jersey from 2000-2008 for members of both political parties. Veda is pleased to provide regular calls and meetings with federal officials, staff and more throughout the year which offers a mutually beneficial exchange of ideas and views for all involved.
Prior to creating Veda Partners, Henrietta led the macroeconomic policy team at a DC-based broker-dealer for eight years after serving in the U.S. Senate covering the Senate Finance, Banking, and Budget Committees most critically during the Great Recession. Her time in the Senate revolved around the creation and passage of the Troubled Asset Relief Program, the American Reinvestment and Recovery Act, and the automotive industry crisis of 2008-10. Prior to serving in the U.S. Senate, Henrietta covered tax, financial services, and deficit issues for the U.S. Chamber of Commerce and served as a research fellow to Congressman Joe Crowley (D-NY). Before moving to Washington, Henrietta spent several years as a Research Associate at Zweig-DiMenna, LLC a long-standing hedge fund in New York.
She holds a BA in political science and literature from Fordham University and has been the Louisiana Chapter Leader of Everytown affiliate, Mom's Demand Action for Gun Sense in America, and works closely with Mayors Against Illegal Guns. She currently resides in New Orleans, Louisiana, and is a standing Monday morning feature on Bloomberg Surveillance (television and radio) and a frequent contributor to CNBC, The New York Times, the BBC, and other news outlets.
Spencer Perlman
Managing Partner | Director of Healthcare Research
Spencer has worked for 25 years in healthcare policy in the public and private sectors in Washington, D.C. He has significant experience analyzing complex federal regulation and legislative actions affecting various areas of the healthcare sector, including Medicare payment policies impacting providers and payers, the implementation of major healthcare legislation, and the movement by public and commercial payers from fee-for-service to value-based payments. He provides investors with insight into regulatory and legislative actions affecting acute care hospitals, post-acute care providers, managed care organizations, pharmaceutical companies, dialysis providers, clinical laboratories, and health technology.
Spencer Perlman
Managing Partner | Director of Healthcare Research
Spencer has worked for 25 years in healthcare policy in the public and private sectors in Washington, D.C. He has significant experience analyzing complex federal regulation and legislative actions affecting various areas of the healthcare sector, including Medicare payment policies impacting providers and payers, the implementation of major healthcare legislation, and the movement by public and commercial payers from fee-for-service to value-based payments. He provides investors with insight into regulatory and legislative actions affecting acute care hospitals, post-acute care providers, managed care organizations, pharmaceutical companies, dialysis providers, clinical laboratories, and health technology.
Prior to joining Veda, Spencer led the healthcare team at a Washington, D.C.-based broker-dealer. Earlier in his career, Spencer spent seven years as the President of a Washington-based government relations firm focused on providing public policy analysis and legislative advocacy to healthcare providers and biopharma companies. He began his career as the Legislative Director for the Chairman of the House Appropriations Subcommittee on Labor, Health & Human Services, and Education.
Spencer earned his B.A. in history and English from the University of Michigan at Ann Arbor. He currently resides in Bethesda, Maryland with his wife and two sons.
Mark Albus
Managing Partner | COO
Mark is a finance professional with over 25 years of industry experience. He has a fundamental knowledge of investments across the capital structure and a deep understanding of highly regulated industries. He has a sales and trading background with a diverse client base ranging from large mutual funds and hedge funds to credit focused and options focused funds.
Mark Albus
Managing Partner | COO
Mark is a finance professional with over 25 years of industry experience. He has a fundamental knowledge of investments across the capital structure and a deep understanding of highly regulated industries. He has a sales and trading background with a diverse client base ranging from large mutual funds and hedge funds to credit focused and options focused funds. He has experience sourcing and marketing private capital transactions and an extensive network of industry professionals from corporations, government, and the investment community. Mark holds a BA from Vanderbilt University where he was captain of the Varsity Golf team. He is a past chairman of the Georgetown University Hospital Neonatal Intensive Care Parent Advisory Board, a past member of the Georgetown University Hospital Pediatrics Advisory Council, President of Manor Country Club, and a member of the Board of Open Door Sports, a Non-Profit organization committed to providing quality sports programming to under-served communities, specifically special needs children, low-income families and inner-city youth. Mark lives in Kensington, MD with his wife Sarah and their four daughters.
Kenny Pouch
Managing Partner | Director of Sales
Kenny has over 25 years of experience in the financial industry. He began his career at Alex Brown, followed by Deutsche Bank, where he ran the healthcare sales and trading practice. He then went on to work at Washington DC based investment firms where he successfully advised institutional clients, including mutual funds, private equity firms, and multi-strategy hedge funds, on regulatory and policy issues. Kenny earned a degree from Trinity College, and resides in Washington, DC with his wife and two daughters.
Kenny Pouch
Managing Partner | Director of Sales
Kenny has over 25 years of experience in the financial industry. He began his career at Alex Brown, followed by Deutsche Bank, where he ran the healthcare sales and trading practice. He then went on to work at Washington DC based investment firms where he successfully advised institutional clients, including mutual funds, private equity firms, and multi-strategy hedge funds, on regulatory and policy issues. Kenny earned a degree from Trinity College, and resides in Washington, DC with his wife and two daughters.
David Common
Senior Advisor
David has over 35 years’ experience as a banker and healthcare analyst, with JPMorgan and TD Bank. He helped JPM underwrite and place every non-investment grade healthcare bond from when the bank first obtained investment banking powers in 1996 until he joined Veda Partners in 2022. David has covered almost 200 healthcare companies: services, managed care, pharma, devices, life sciences, distribution and IT. For half his 29 years with JPM he managed HY Research, the No. 1-ranked Institutional Investor sell-side team. David uses his investor, industry, and Washington contacts to evaluate the most important healthcare policy developments that will impact future investment performance. David is a chartered financial analyst (CFA), earned his MBA from Columbia, and splits his time between New York City and Miami Beach.
David Common
Senior Advisor
David has over 35 years’ experience as a banker and healthcare analyst, with JPMorgan and TD Bank. He helped JPM underwrite and place every non-investment grade healthcare bond from when the bank first obtained investment banking powers in 1996 until he joined Veda Partners in 2022. David has covered almost 200 healthcare companies: services, managed care, pharma, devices, life sciences, distribution and IT. For half his 29 years with JPM he managed HY Research, the No. 1-ranked Institutional Investor sell-side team. David uses his investor, industry, and Washington contacts to evaluate the most important healthcare policy developments that will impact future investment performance. David is a chartered financial analyst (CFA), earned his MBA from Columbia, and splits his time between New York City and Miami Beach.
Dan McCarthy
Senior Advisor
Dan McCarthy is a former senior federal government employee with nearly 20 years of experience working for the United States Trade Representative (USTR) and the United States Senate. He is the founder and principal of McCarthy Consulting LLC, a strategic advising firm specializing in trade, manufacturing, and industrial policy. Dan offers a unique mix of policy expertise, strategic thinking, political experience, and relationships that allow him to provide timely analysis of how federal legislation and executive actions affect the private sector.
Dan McCarthy
Senior Advisor
Dan McCarthy is a former senior federal government employee with nearly 20 years of experience working for the United States Trade Representative (USTR) and the United States Senate. He is the founder and principal of McCarthy Consulting LLC, a strategic advising firm specializing in trade, manufacturing, and industrial policy. Dan offers a unique mix of policy expertise, strategic thinking, political experience, and relationships that allow him to provide timely analysis of how federal legislation and executive actions affect the private sector.
McCarthy served as the Assistant United States Trade Representative for Congressional Affairs, where he was responsible for leading the USTR’s congressional strategy and agenda. At USTR, Dan worked on a variety of trade initiatives including:
- Supporting strategic sectors such as critical minerals, semiconductors, electric vehicles, advanced batteries, and steel/aluminum through Section 301 tariffs on Chinese imports;
- Trade agreements such as enforcement of the United States Mexico Canada Agreement (USMCA) and negotiation of the Indo-Pacific Economic Framework;
- The U.S.-Japan Critical Minerals Agreement;
- International tech policy at the World Trade Organization and as part of multilateral trade agreement negotiations
Dan worked for two United States Senators, Senator Frank R. Lautenberg and, most recently, as Legislative Director for Senator Tammy Baldwin. In this role, Dan managed the Senator’s policy team and led the Senator’s legislative agenda. Senator Baldwin is a leader in industrial policy, and Dan worked on key industrial policy legislation such as the CHIPS and Science Act, the Bipartisan Infrastructure Law, and the Inflation Reduction Act. He is intimately familiar with how politics affect policy, giving him unique perspective on how policymakers adapt to evolving political conditions and public opinion.
Dan graduated from the University of Wisconsin-Madison, where he majored in political science and minored in economics. He received his MBA from the George Washington University School of Business. He lives with his wife and two kids in Maryland and enjoys traveling, coaching his daughter's soccer team, and rooting for his beloved New York Jets.