sector Research
Veda publishes regular research exclusively for our clients on current and likely future policy actions and trends affecting sectors under our purview. Written under the compliance supervision of IRC Securities, a FINRA Broker Dealer, we focus on themes, legislative and regulatory actions, and projected outcomes with an eye on the qualitative and quantitative impact to affected sectors, subsectors, companies, and equity and credit investors.
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.
Research Process
We subscribe to the mosaic theory of knowledge gathering in recognition that federal legislation and regulations are highly complex and multifaceted. All of Veda’s research is done by our registered analysts. Research is conducted by analyzing public documents, published news reports, public hearings, and speaking with thought leaders on the particular topic in question. From time to time, via investor conferences and webinars, Veda will facilitate access to third party thought leaders to ensure our clients receive a broad range of viewpoints and insight.
Due Diligence Analysis
Veda provides company-specific due diligence analysis for investors to understand the policy-related risks and opportunities affecting an acquisition target’s services or products. We also work directly with companies engaged in capital raises to detail quantitative market opportunities, policy-related risks and opportunities.
Consulting Projects
Veda engages with clients on consulting projects to quantify the impact of critical policy proposals and inform investors of broad risks and opportunities affecting specific sectors and subsectors. Our consulting work aims to measure the relative risk of various outcomes and the likely impact of such outcomes on the revenue and earnings potential of a class of industries or companies.
Public Presentations / Events
Veda’s employees are in high demand for public and private speaking engagements. We frequently present to institutional investors, corporations, analysts, policy experts, and others on topics broad and specific within our areas of expertise. We also host policy days, webinars and conference calls.