With nearly 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: economic policy, energy, infrastructure and healthcare. These are the fields where we have hands-on experience writing and passing legislation in the halls of Congress, academic laboratories, trading and investing, and a strong history of guiding investors away from the noise and towards the action.
Meet Our Team
Managing Partner | Director of Economic Policy Research
Henrietta has been providing investors with economic policy analysis for over a decade, leading a macroeconomic policy team through the recession, financial services reform, healthcare reform and has for the last two years been predominantly focused on the various trade policies of the Trump administration impacting the global marketplace and investment community. Her analysis is derived from legislative, regulatory and political events nationally and at the state level on issues as diverse as the proposed border tax adjustment, national security and other tariffs, taxation of foreign derived earnings, corporate inversions, the debt ceiling and other economic and fiscal priorities of Capitol Hill. Her thesis on trade has been consistent since 4Q2017 when the Tax Cuts and Jobs Act was signed into law and it became clear that President Trump would not have any further legislative win’s to speak to on the campaign trail. There are two main issues the administration can tackle unilaterally without Congress: immigration and trade. She has, as a result, predicted since 2017 that Section 232 national security tariffs but also Section 301 tariffs against China, India and perhaps other countries (notably the EU), as well as tariffs on automobiles and parts from the European Union are likely in the coming months.
Henrietta led the macroeconomic policy team at Height Securities for nearly 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) who ultimately went on to become Chair of the Democratic Caucus. Before moving to Washington, Henrietta spent several years as a Research Associate at Zweig-DiMenna, LLC a long-standing hedge fund in New York
Henrietta also has extensive hands on experience with local, state and national elections across the country including Texas, Rhode Island, New York, New Jersey and the 2008 Presidential election. Henrietta has covered mid-term and general elections for investors in each general and midterm election since 2010.
She holds a BA in political science and literature from Fordham University and is 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 with her husband and two daughters. She is also a frequent contributor to CNBC, Bloomberg and other news outlets.
Managing Partner | Director of Healthcare Research
Spencer has worked for 20 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, included Medicare payment policies impacting providers and payers, the implementation of major healthcare legislation such as the Affordable Care Act, and the movement by public and commercial payers from fee-for-service to value-based payments. Prior to joining Veda, Spencer co-lead the healthcare team at a Washington, D.C.-based broker-dealer where he provided investors with insight into regulatory and legislative actions affecting acute care hospitals, post-acute care providers, dialysis providers, clinical laboratories, health information technology vendors, managed care organizations, and pharmaceutical companies. Earlier in his career, Spencer spent 7 years as the President of a Washington-based government relations firm focused on providing high-level public policy analysis and legislative advocacy to numerous health care 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 is a talented finance professional with over 20 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 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.
Kenny has over 20 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.