Expertise

Macroeconomic Policy

Economic policy encompasses trillions of dollars in capital across all investment sectors globally and includes issues of taxation, trade and tariffs, budget and appropriations, the national debt and deficit, and a host of government spending initiatives.

Veda’s Director of Economic Policy Research, Henrietta Treyz, has over 20-years of experience working on both Capitol Hill and for investment firms. She has covered fiscal policy, elections, tax, trade, and immigration policy through multiple administrations.

Healthcare Policy

Veda Partners provides market-focused healthcare policy analysis to institutional investors, private equity, and venture capital. Our goal is to help clients identify market inefficiencies and investible opportunities resulting from underlying regulatory, policy, and marketplace trends.

Veda’s Director of Healthcare Policy Research, Spencer Perlman, has over 25-years of experience in healthcare policy and analysis. He has worked on Capitol Hill, provided analysis to hospitals, health systems, patient advocacy organizations, and biotechnology firms, and co-led the healthcare research team at a policy-focused investment bank.

Special Situations

The Federal Government and Congress can create substantial opportunity and risk for investors in industries subject to federal oversight. Veda Partners’ special situations work aims to address emerging policy areas where we believe we can be relevant. We have expertise in a range of topics, such as federal and state cannabis policies, housing reform, and FDA regulation of combustible and electronic cigarettes. The Veda team's knowledge of federal policy and network in Washington, DC allows us to quickly identify the drivers of new regulatory concepts, measure the political will to implement government oversight and regulation, and project the likelihood of enactment of new policies.

Trade

From global IEEPA tariffs to sector and country specific Section 232 and 301 tariffs, the Veda trade team delivers real time insights for businesses and investment portfolios impacted by administration and legislative branch action.
 
Since 2017, Henrietta Treyz has prepared clients for what lies ahead, delivering valuable insights derived from her exhaustive contacts across the key agencies and committees involved in the highest levels of decision making. From the Office of the United States Trade Representative, Ambassadors, the Commerce Department and impacted agencies like the Department of Agriculture, Henrietta covers all of the trade bases and has an excellent track record of preparing clients in advance for what lies ahead.

Tax

From corporate taxation to capital gains, the Veda tax team has nearly two decades of experience and a detailed understanding of where the skeletons are buried on tax policy. With a long-running whip count, our team can advise on revenue raisers, priorities for critical voting blocks and most importantly, provide confident guidance on where Congress can – and cannot – go in a given calendar year, administration or budget cycle.

Elections

With state, local and national experience on elections from Texas to Rhode Island and across the ideological spectrum, the elections team at Veda delivers top-notch analysis to guide investors through special, mid-term, and general election cycles. As the calendar shifts from primary cycles to general election cycles, Veda’s election analysis provides invaluable early indicators for the policy verticals listed above and differentiates our work from all other investment advisors.

Turn Policy Expertise Into Your Strategic Advantage

Our experts deliver the clarity and foresight you need to make confident decisions in today’s policy-driven markets.

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