Where Capital Markets and Federal Policy Converge
Veda operates two main verticals: macroeconomic policy (e.g., tax policy, trade policy, political outcomes) and healthcare (e.g., managed care, services, pharma/biotech), as well as special situation topics such as cannabis, tobacco, and housing. Our policy expertise incorporates analysis of political, legislative, regulatory, and administrative actions and trends to ascertain high-level risks and opportunities as well as the impact of granular, arcane policy reforms on affected industries and companies.
Macroeconomic Policy
Veda provides clients with the most pertinent data, analysis and forecasting as the White House, Senate and Congress influence investment and business strategies. Henrietta Treyz, Veda’s Director of Macroeconomic Policy Research, layers on a deep knowledge of the political ramifications for members in all 50 states to assess the prospects for passage of legislative proposals and macroeconomic events. Veda Partners incorporates our long-standing relationships with committees, including the House Ways and Means and Senate Finance Committee and a broad array of economic data and calculations from the U.S. Treasury, Congressional Budget Office, and Joint Committee on Taxation to assess the scale and scope of each provision being considered by lawmakers. Weighing the influence of trade associations is also critical to our data collection process as competing manufacturing, business and tax interests materially impact the outcome of legislation. The view of each political faction factors heavily into our forecasting process for bills of all sizes, and we are proud of our experience navigating the perpetually shifting political environment.
healthcare Policy
The federal government is the single largest payer of healthcare services in the U.S. and regulates the public and private markets through various reimbursement, coverage, tax, and oversite policies. The increasingly expanding role of the federal government in all healthcare markets, and its growing use of private managed care proxies to administer the Medicare and Medicaid programs, is likely to drive significant change in how healthcare is paid for and furnished in the U.S. We project greater use of direct cost-control measures, downstream risk-sharing requirements, value-based care paradigms, and pre-claim coverage determinations. Veda Partners' goal is to help our clients identify market inefficiencies and investible opportunities resulting from these underlying regulatory, political, and marketplace trends. Spencer Perlman, Veda's Director of Healthcare Policy Research, has over 25-years of experience in healthcare policy and analysis.