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Caio Nagasaka
Associate Director @UBS
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WORK HISTORY
Associate Director @UBS
Coverage of Unified Global Alternatives solutions, monitoring risk and supporting development of new products,including real estate, infrastructure, private credit and private equity across Asset and Wealth Managementmandates.• CRO deputy in Product Distribution Comittee for access the risk profile of securities, including operation structure and performance history.• Lead credit and investment risk oversight. Assess credit quality, financial resilience, covenant compliance, andstructural protections of underlying obligors, producing comprehensive credit risk assessment, issuing risk opinion and escalation recommendations impacting portfolio construction and client exposure.• Actively implemented alternative assets risk framework, defining key risk indicators, limits, and monitoringprocesses across the full asset lifecycle.• Support development of alternative products through feeder-master funds structures, reviewing liquidity terms,leverage, alignment, and downside protections.• Follow market developments and proactively identifying emerging risks and recommending mitigating actions tosenior risk committees.
EDUCATION
Insper Instituto de Ensino e Pesquisa
Certificate in Financial Management, Finanças
Kaplan International
Advanced English proficiency
Saint Paul Escola de Negócios
Valuation e Análise Financeira, Contabilidade e Finanças
Universidade Estadual Paulista Júlio de Mesquita Filho
Engenharia Mecânica
SKILLS
ABOUT CAIO NAGASAKA
Investment and credit risk professional specialized in alternative assets, with experience across private credit, real estate, infrastructure and private equity investments. Currently Associate Director at UBS Wealth Management, covering Unified Global Alternatives, overseeing risk across portfolios that include private market strategies distributed to wealth management clients. Responsible for assessing credit quality, structural protections, leverage profiles and downside scenarios of underlying investments, supporting portfolio construction and client exposure decisions. Experience spans the full investment lifecycle including investment evaluation, portfolio monitoring, risk framework implementation and governance oversight. Previously held roles at Credit Suisse Hedging-Griffo, where I implemented a global real estate risk oversight framework and led portfolio risk reviews presented to senior committees. Earlier experience in private equity real estate (FII) and structured investments (FIDC), building DCF models, performing underwriting, and monitoring over USD 200m of investments.
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