Financial Services >> Analyst Interviews >> March 7, 2014

Increased Demand for Alternative Strategies in Asset Management

Lee, Robert
Robert Lee is a Managing Director at Keefe, Bruyette & Woods, Inc., responsible for research coverage of the asset management and trust and custody banking sectors. Mr. Lee has been named one of The Wall Street Journal’s “Best on the Street” equity research analysts multiple times. Prior to joining Keefe, Bruyette & Woods, Inc., in 2002, he spent a decade working as an Equity Research Analyst for UBS Warburg, formerly Paine Webber, where he covered the asset management, life insurance and investment banking sectors. Mr. Lee is a graduate of Rutgers University and earned an MBA from the Stern School of Business at New York University.  Profile
TWST: Can you begin with a quick overview to your coverage, including some of the specific names you follow?

Mr. Lee: I cover pretty much all of the publicly traded asset managers, both