Health Policy Unplugged
The health care industry is facing once in a generation change brought on by the pandemic, deregulation, economic pressures and demographic shifts. To better understand these trends, Hedgeye’s Health Policy Unplugged provides investable insight to investors of all types – public equity, debt and alternative – as well as industry leaders.
Health Policy Unplugged is a comprehensive research platform designed to provide an unparalleled edge using deep policy expertise, political experience and unique datasets. Health Policy Unplugged is powered by Hedgeye’s Institutional Health Policy team led by Emily Evans, whose three decades of experience in politics, policy and investing make her uniquely qualified to deliver meaningful analysis to support investment decision of all types.
Access Health Policy Unplugged Today!
$750.00
$499.00 / Year
THE HEDGEYE HEALTH POLICY TEAM IS A TRUSTED SOURCE FOR MANY OF WALL STREET’S MOST PRESTIGIOUS ASSET MANAGERS AND HEALTH CARE INVESTORS. WITH HEDGEYE HEALTH POLICY UNPLUGGED, USERS CAN TAP INTO THE RISK MANAGEMENT PROCESSES AND INVESTMENT IDEA GENERATION UNDERLYING OUR INSTITUTIONAL-GRADE RESEARCH PRODUCT.
40+
analysts
20+
sectors
$10t
Our institutional subscribers manage more than $10 trillion in assets
Behind Hedgeye Health Policy Unplugged
The Health Policy Unplugged offering includes:
- Monthly Policy webcast where we introduce and update major policy and regulatory themes you can use in your investment process
- Weekly recap of health policy trends called Politics, Policy & Power, which takes you behind the headlines for in-depth, objective analysis
- Weekly synopsis of health care regulatory and legal activities in Washington and around the states including the policy Position Monitor, our "house view" of each subsector's regulatory environment.
- Monthly and quarterly updates of important datasets that define the health of the policy-driven U.S. Medical Economy and help you understand consumer and provider behavior
- Periodic Policy notes that dive deep into important regulatory releases using plain language and few acronyms
- Access to interviews with leaders in health care, health policy and health care investing
- A growing video library of current research presentations
Suitable for a wide range of investors, Health Policy Unplugged allows investors to get around the hype and rhetoric of American health policy and focus on trends meaningful for their portfolio. Health Policy Unplugged brings the policy and politics of health care into focus in a relatable and digestible way, ensuring you make the best decisions over the continuum of the investment process.
Analyst Biography
Emily Evans has worked at the intersection of politics and finance for 30 years, making her an ideal translator and tour guide of the often arcane and counterintuitive U.S. and state health policy. Her career includes many years spent financing brick and mortar health care businesses like skilled nursing facilities, hospitals and retirement communities. In recent years, she has worked with early stage companies, helping them understand and navigate the minefields of public policy. Emily was elected three times to local office and continues to be active in politics at the state and local levels from her home in Nashville, TN.
Contact Us
Our team is ready to help you.
Emily continues to delivery deep policy expertise—specifically reimbursement and regulation—and robust datasets to Hedgeye’s institutional subscribers. Emily also has experience providing contracted due diligence and verification on a bespoke basis.
Contact support@hedgeye.com if your institution would like to discuss Hedgeye Policy's due diligence offerings.
Contact support@hedgeye.com if your institution would like to discuss Hedgeye Policy's due diligence offerings.
Inside Hedgeye Health Policy Unplugged
Because politics drive policy and regulation, our process is designed to incorporate deep but determined non-partisan understanding of the pressures and opportunities policy makers encounter. On that foundation we lay a data-driven analysis of how major market participants respond to regulation and policy while meeting the demands of access and quality. We use a wide range of inputs from interviews with experts in policy to emerging company leaders on the front edge of change. Finally, our process is deeply committed to understanding the facts and circumstances of regulation and policy shifts through primary sources like the Federal Register, speeches and interviews.
Health Policy Unplugged includes access to the following:
MONTHLY POLICY WEBCAST
MONTHLY policy webcast provides objective and actionable information on recent political and policy moves as well as the development of ongoing trends.
View Sample
WEEKLY RECAP | Politics, Policy & Power
Understanding changes in policy don’t happen in a vacuum. Our weekly recap delivered to your inbox on Sunday evening helps place recent announcements and events in the context in which they happen, including the political rivalries, generational clashes and philosophical differences
View Sample
WEEKLY Regulatory Synopsis | Dose
Staying on top of regulatory trends and policy changes can be difficult, especially at the start of a new administration. Our weekly retrospective provides a high level review of rulemaking, curated legislative proposals and policy signals in a short and easy to read format
View Sample
MONTHLY MACRO DRIVER UPDATE
Policy is the prime driver of the macro dynamic in health care. Each month or quarter, as appropriate, we update data on the Insured Medical Consumer, health care consumption and labor market trends so you can understand the effect of policy and economic trends.
View Sample
POLICY NOTES
In-depth research notes providing accessible analysis to regulatory and policy changes that don’t require a Masters in Public Health to understand. The periodic reports provide the valuable information you need to understand head and tailwinds for your investments
View Sample
INTERVIEWS WITH INDUSTRY LEADERS
Understanding what those who help shape policy and regulation think about emerging trends is both interesting and valuable to our process and worth sharing with our subscribers.
View Sample
Try Health Policy Unplugged Today!
$750.00
$499.00 / Year
Analyzing Markets is a Process
Our analyst team is made up of some of the most successful former buy-side and sell-side analysts in finance. Our team brings deep backgrounds in macro and sector specific research. From Healthcare and Industrials, to Financials and Washington policy and everything in-between, you'll be hard-pressed to find an independent research firm which offers such a complete and integrated approach to investing analysis. Hedgeye Health Policy Unplugged is a direct beneficiary of this unique combination of talent only our firm offers.
questions?
Feel free to contact us
Feel free to contact us
Our team is ready to help you.
About Hedgeye
Hedgeye Risk Management is an independent investment research and online financial media company, focused exclusively on generating and delivering thoughtful investment ideas in a proven buy-side process. The firm combines quantitative, bottom-up and macro analysis with an emphasis on timing.
The Hedgeye team features some of the most highly-regarded research analysts on Wall Street, covering Macro, Financials, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Industrials, Consumer Staples, Housing, Materials, Global Technology, Communications, Software, Demography, REITs, Energy, Digital Assets and Washington policy analysis, including Macro, Healthcare and Telecom & Media.