Michael Warszawski

I had the pleasure of attending the NACD New England Chapter event on September 17 in Boston, “Leading Minds of Governance & Tech” for Board members. A big thank you to Ellen Richstone and the organizers for putting together such an insightful event. The CEO panel featured incredible perspectives from CEOs like Tamara Lundgren from Radius Recycling, Sean Keohane from Cabot Corporation, Greg Smith from Teradyne, and Gary Cohen from iRobot. The discussions were rich and thought-provoking. Corporations must be nimble and think long term but be prepared to react promptly in a high frequency environment. Routine jobs are at risk. People are excited about Ai to replace someone else’s job.  Discussion of "New Collar jobs". As manufacturing jobs try to make a comeback in the US, many of them are going to be New Collar Jobs instead of the traditional blue-collar jobs. US companies will have to be competitive with their cost structure, so the New Collar Jobs will be created in reimagined manufacturing settings.  New-collar jobs will require advanced technical and soft skills for emerging tech fields like AI, cloud computing, and data science, but do not always necessitate a four-year degree. These roles combine the hands-on approach of blue-collar work with the higher earning potential and stability of white-collar jobs, emphasizing practical training, apprenticeships, certifications, and continuous upskilling rather than traditional degrees. The concept of new collar jobs, mentioned by the panel, was coined by former IBM CEO Ginni Rometty, based on the rise of new technologies like AI, cloud computing, and data science, which create jobs demanding different skill sets.  There was another great panel discussion moderated by Ellen Richstone on the Governance Expert Panel consisting of Robyn Bew  Richard J. Bannister, Jr. Elyssa (Emsellem) Kutner and Matt Talcoff  Key takeaways from the panel – is your company ready for new international trade; Boards need to be agile to manage the human capital and technology tradeoff. Boards should be prepared to consider more scenarios (short and longer term) to manage their risks. Many institutional investors are getting quiet about what they expect from companies especially in the context of ESG. The 2026 proxy season will be quite different  Also a great discussion between Rich Lesser from Boston Consulting Group (BCG) and Richard Fields from Russell Reynolds Associates. Boards should be factoring Ai, geopolitics and resilience in their discussions.  The world is evolving from “Just in Time” to “Just in Case” Four steps for resilience: prepare, absorb, adapt and reimagine.  Deborah Rosenthal Larissa Ravetto Jim Dodge Sharon Rossi Bryan McCorry Ozge Kurtoglu  #Governance #TechLeadership #NewCollarJobs #AI #BoardMembers #CorporateAgility #ESG #Resilience #ContinuousLearning https://lnkd.in/eQhYT6vd

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Connecticut Retirement Funds allocate to emerging PE managers via GCM: "CRPTF-GCM Emerging Manager Partnership L.P. 2026 –1 PE Series (“GCM II” or the “2026 Series”) GCM II will be structured as the second series of an existing customized fund of one to provide Connecticut with exposure to emerging private equity managers, including those with diverse teams as well as diverse and emerging private equity managers 2026 Series will have a three-year investment period with capital commitments allocated across Entry Stage (“Tier I”) and Transition Stage (“TierII”)private equity managers GCM II will focus on primary fund investments and co-investments in North America Investments will be made across strategies, primarily buyouts, growth equity, and co-investments" Source: Board materials from Nov 2025

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Your Money This Week by The Boston Advisor - March 20,2026 Markets are reacting to a continued Iran conflict, with stocks pulling back, yields moving higher, and volatility still relatively contained—for now. This week, we break down what’s actually happening beneath the surface: why the Fed held rates steady, what the latest projections suggest (and why Powell downplayed them), and how rising oil prices and inflation uncertainty are shaping both policy and markets. We also walk through the current market moves across U.S., international, and emerging markets—and why the lack of a VIX spike may be more notable than the declines themselves. Finally, we answer a key question: if you’re concerned this environment could lead to a recession, how should you prepare? We cover portfolio positioning, tax-loss harvesting considerations, cash management, and decisions around debt and mortgage rates. No predictions—just a framework for thinking clearly in an uncertain environment. https://lnkd.in/eDBjUA5y

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Laura Merlini, CAIA, CIFD, MCSI outlines the strong case for the Gulf, once again, serving as a model in SWF structure, talent development, and capital deployment in this month’s issue of CAIA Association Chronicles of an Allocator.

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More funds ≠ better diversification. Nirmay Choksi, Director and Head of Investment, NJ Mutual Fund makes a compelling case for smart diversification — where fewer, thoughtfully chosen, non-overlapping funds can actually lead to better long-term outcomes. The key? Focus on quality over quantity, and lean on rule-based strategies to cut redundancy, reduce bias, and unlock true differentiation. Read more: vro.in/s225083 #MutualFunds #SmartBeta #PortfolioStrategy 

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Trish Spurlin: Investments Director: Babson College shares insights on how to succeed: you need to advocate for your ideas, no matter your role. Convincing others, even an investment committee, requires practice and some innate ability. Excitement alone isn't enough; articulate why something resonates deeply. That's how you bring stakeholders on the journey. #SoftSkills #Advocacy #CommunicationSkills #VentureCapital #Leadership

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