New York City | June 20-21, 2018

Breakaway CEO

The Breakaway community is united by a shared purpose to achieve breakthrough performance. The Breakaway Summit is a gathering point for the community to acquire new strategies, skills, and perspectives that can transform their organizations, while building the peer relationships that make them more effective leaders.

Members include

Mohamad Ali

Carbonite President & CEO

Nadir Ali

Inpixon CEO

Keith Alper

Nitrous Effect CEO

Christian Angermayer

Apeiron Investment Group Founder & Owner

Nikki Barua

Beyond Curious CEO

Gregory Bedrosian

Drake Star Partners Managing Partner & CEO

David Berg

Redirect Health President & Founder

Joe Bergera

Iteris President & CEO

Rob Bernshteyn

Coupa Software CEO & Board Chairman

David Blatt

CapStack Partners CEO

Paul Buccieri

A+E Networks Group President

Andy Buyting

Carle Publishing Founder & CEO

Tammy Camp

Stronghold CEO and Founder

Jim Cantrell

Vector Launch Inc. CEO & Co-Founder

Michael Capasso

C.A.C. Industries, Inc. Founder & President

Keith Cargill

Texas Capital Bancshares, Inc. President & CEO

Scott Cattran

Woolpert, Inc. President & CEO

James Citron

Pledgeling CEO

Alan Colberg

Assurant Inc. President & CEO

Jim Continenza

Vivial Chairman & CEO

Bal Das

BGD Holdings, LLC Chairman

Claudio Del Vecchio

Brooks Brothers Group, Inc. Chairman & CEO

Daniel Dines

Uipath, Inc. Co-Founder & CEO

Wael Doukmak

Rillet Co-Founder & CEO

Richard Edelman

Edelman President & CEO

Joseph Fichera

Saber Partners, LLC CEO

Andrew Field

PFL Founder and CEO

William Foster

BioWorks President

Louis Gagnon

Total Brain CEO

Andrew Glincher

Nixon Peabody Managing Partner & CEO

Brett Goldberg

TickPick Co-CEO & Co-Founder

Kara Goldin

hint Inc. Founder & CEO

Steve Grandfield

Blue Cross and Blue Shield of Nebraska President and Chief Executive Officer

Tim Hamilton

Praxent Founder and CEO

Michael Hanson

Massachusetts Credit Union Share Insurance Corporation (MSIC) President & CEO

Yuri Horwitz

Sol Systems CEO

Diane Hoskins

Gensler Co-CEO

Christine Hunsicker

CaaStle CEO

Y-Vonne Hutchinson

ReadySet Founder and CEO

Louis Jacobs

Delaware North Co-CEO

Walter Johnsen

Acme United Corporation Chairman & CEO

Jay Kaplan

Synack Co-Founder & CEO

Michael Kempner

MWWPR Founder & CEO

Floyd Kephart

The Renaissance Companies Chairman

Colin Lawson

Equilibrium Asset Management Founder

Claude LeBlanc

Ambac Financial Group, Inc. President & CEO

Adam Levin

CyberScout Chairman and Founder

Jamie Kern Lima

IT Cosmetics Co-Founder & Co-CEO

Christine Lin

Cambridge Network CEO

Frank Longobardi

CohnReznick CEO

Elliot Luchansky

Insynq CloudRunner CEO

Sam Luft

Mel Global Advisors CEO

Bradley Lukanic

CannonDesign CEO

Ken Makovsky

Makovsky President & CEO

Rohan Malhotra

Roadzen Inc. CEO

Harvey Mallement

Harvest Partners Founder Emeritus

Philip Martin

Censible Founder and CEO

Avner Mendelson

Bank Leumi CEO

Meir Moalem

Sky and Space Global Managing Director & CEO

Alex Moazed

Applico Founder & CEO

Shawn Mobley

Cushman & Wakefield, Inc. CEO, Americas

Alvaro Baltodano

Integra Group CEO

Chris Moore

Massey Quick Simon Managing Partner & Chief Investment Officer

Rosanna Myers

Carbon Robotics Co-Founder & CEO

Scott Nash

MOM's Organic Market Founder and CEO

Marc Olivie

W.C. Bradley Co. President & CEO

Mark Orttung

Nexient CEO

Steve Papermaster

Nano Chief Executive Officer & Chairman

Mehul Patel

Hired CEO

Christopher Paucek

2U, Inc. Co-founder and CEO

Todd R. Pedersen

Vivint Smart Home Co-Founder, Chairman & CEO

Russell Perry

kompany Founder & CEO

Ben Pouladian

Deco Lighting Inc President & Co-Founder

Matthew Prince

Cloudflare CEO

Peter Rahal

RXBAR Co-Founder

Sergio Retamal

Global4PL CEO

Bruce Richards

Marathon Asset Management, L.P. Chief Executive Officer & Chairman

Gaynor Rigby

Equilibrium Asset Management LLP Managing Partner

Matthew Rizai

Workiva Inc. Chairman & CEO

David Roberts

Verra Mobility President and CEO

Mark Rolston

Argodesign Founder

David Rosenthal

VP and GM, Razor Technology, LLC Former CEO, Atidan

Katica Roy

Pipeline Equity CEO & Founder

Patty Sachs

OMD East President

Josh Sapan

AMC Networks President & CEO

Ed Scheetz

The Scheetz Group CEO

Stan Schneider

Real-Time Innovations (RTI) CEO

Ken Seddon

LOT Network CEO

Rebecca Shanahan

Avella Specialty Pharmacy CEO

Mihir Shukla

Automation Anywhere CEO and Co-Founder

Jay Sidhu

Customers Bancorp, Inc. and Customers Bank Chairman & CEO

David Sipes

RingCentral, Inc. COO

Alan Slatas

Galt & Company Managing Director

Rich Sorota

Ranir President & CEO

KR Sridhar

Bloom Energy Corporation Founder, Chairman & CEO

Dr. Ellen Stang

ProgenyHealth Founder, President & CEO

Marquise Stillwell

Openbox Founder & Principal

Vijay Tella

Workato Inc CEO & Co-Founder

Benjamin Thompson

Fiera Capital President and CEO

Greg Thompson

White Energy Inc President and CEO

Adam Warby

Avanade Inc. CEO

Lisa W. Wardell

Adtalem Global Education President and CEO

Isa Watson

Envested CEO

Scott Wells

Clear Channel Outdoor America CEO

Rosa Whitaker

The Whitaker Group President & CEO

Paul Witkay

Alliance of Chief Executives Founder & CEO

Gregory Woods

AstroNova, Inc. CEO

Laila Worrell

Altran North America CEO

Mary Ellen Zellerbach

Martin Investment Management, LLC Managing Director

June 20 - Wednesday

5:00 pm

Opening Night Dinner Cocktail Reception

Welcome to Bloomberg Breakaway 2018! We’ll kick off this year’s summit at Bloomberg Headquarters with cocktails and an engaging dinner program.

6:00 pm

Opening Night Dinner

The dinner program will feature fireside chats with author and entrepreneur Martha Stewart and Endeavor’s Patrick Whitesell.

In Conversation With Martha Stewart

Author and entrepreneur Martha Stewart sits down with Bloomberg’s Carol Massar for a candid fireside chat.


  • Martha Stewart

    Chief Creative Officer and Member of the Board of Directors, Sequential Brands Group


  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

In Conversation with Patrick Whitesell

A fireside chat with Endeavor Executive Chairman Patrick Whitesell and Bloomberg’s David Westin.



June 21 - Thursday

7:30 am

Registration Opens

8:30 am


The 2018 Bloomberg Breakaway Summit continues at the Apella with your co-hosts Mark Bonchek and Carol Massar.


  • Mark Bonchek

    2018 Breakaway CEO Summit Co-Chair, Founder and Chief Epiphany Officer, Shift Thinking

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

8:45 am

Banking on the Future: In Conversation With Tim Sloan

The Wells Fargo CEO sits down with Carol Massar for a frank conversation about what strong leadership really means, the importance of building a culture of resiliency, and what he sees as the most important issues facing executives in the coming year.



  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

9:15 am

The Future of Work: In Conversation With Gary Pinkus

McKinsey’s Gary Pinkus shares his thoughts on what he sees as the biggest trends affecting labor globally, and how CEOs can better prepare their organizations for the workforce of the future.


  • Gary Pinkus

    Managing Partner, North America, McKinsey & Company


9:35 am

Leading in an Age of Disruption: In Conversation With Ursula Burns

The former Xerox CEO and Chairman talks candidly about strategies for dealing with disruption (and for being a disruptor); the importance of creating a culture of inclusion; and the most important leadership lessons she’s learned throughout her career.



10:05 am

Scaling Up: How a Few Companies Make It.. and Why the Rest Don't

Only 3% of US firms manage to scale, less in other parts of the world.  Why is this? Verne Harnish, founder of Gazelles and the Entrepreneurs’ Organization (EO) and author of Scaling Up (Rockefeller Habits 2.0), will share the three biggest barriers to scaling.


  • Verne Harnish

    Founder and CEO, Scaling Up // Founder, Entrepreneurs' Organization (EO), Author, Scaling Up (Rockefeller Habits 2.0)

10:25 am

Networking Break

Proudly sponsored by American Airlines.

10:50 am

Breakaway Workshops

Growth: Speed and Scale – Maxine Friedman, Senior Vice President-Partners and Juliette LaMontagne, Chief Learning Architect / Bionic Solution
The team at Bionic Solution has developed an operating system for legacy companies to go from New to Big. This workshop will show participants how to achieve both speed and scale by implementing a “GrowthOS” that energizes the culture, streamlines process, and prioritizes investment.
Proudly sponsored by Wells Fargo.

Leadership: Profit and Purpose – Cara France / The Sage Group
Cara is the CEO of The Sage Group with a mission to connect and engage people in ways that transform lives. As the founder of Marketers that Matter®, she organizes the leading community of marketing innovators in Silicon Valley. She is also a regular contributor to Harvard Business Review. More than ever, companies need to demonstrate values in the marketplace and create meaning for their employees while delivering results for investors. This workshop will show how these objectives can all be achieved simultaneously, by fusing profit and purpose.

Innovation: Now and Future – MJ Petroni and Jessica Long / Causeit
MJ is a Cyborg Anthropologist and founder of Causeit, Inc. who works with companies to develop innovation programs that enable leaders and organization to “be the future.” He has a talent for simplifying complexity and translating technology into human terms. This workshop will give participants a simple but powerful approach to creating a culture of innovation across your company.

Experiences: Brand and Sales – Anne Kawalerski and Eli Pakier / Bloomberg Media
Anne and Eli are Executive Strategy Directors spearheading Bloomberg Media’s reinvention of the marketing services model. As the leading business intelligence company in the world, Bloomberg puts global leaders in the position to win, through both foundational audience insights and strategy to execution and activation. This workshop will bust assumptions that there must be a choice between building your company’s brand or driving sales. Through a series of case studies and interactive journey mapping exercises, we will show that developing a strong customer experience accomplishes both simultaneously.

Talent: Inspire and Align – Anna Liotta / Resultance, Inc.
Anna is the CEO of Resultance, Inc, a consultancy that helps companies turn multi-generational workforces into a competitive advantage. This workshop will reveal the generational “codes” that unlock the passion of your workforce and outline next-generation talent strategies that engage employees with both meaning and impact.


12:00 pm

Networking Lunch

Proudly sponsored by The Principality of Monaco.

1:15 pm

In Conversation With Michael R. Bloomberg

The founder of Bloomberg LP and Bloomberg Philanthropies, and three-term mayor of New York, on leadership in business and government.


  • Michael R. Bloomberg

    Founder, Bloomberg L.P. & Bloomberg Philanthropies, and Three-Term Mayor of New York City


1:45 pm

Breakaway Member Spotlight -- Inflection Points:  Making the Jump

Growth doesn’t happen in a straight line. There are key inflection points along the way that move a business to the next level of performance and growth. What are these inflection points?  How can you anticipate, prepare and mobilize your organization. Our panel of Breakaway leaders will share their insights and lessons learned on how to navigate these key transitions.



2:10 pm

Transition Break

2:15 pm

Breakaway Workshops

The morning workshops will repeat and Breakaway Members will be able to attend a different workshop of their choice.

3:25 pm

Networking Break

Proudly sponsored by American Airlines.

3:50 pm

Breakaway Member Spotlight: In Conversation With Josh Sapan

The president and CEO of AMC Networks talks with Bloomberg’s Emma Chandra about the changing nature of media and how he’s positioning AMC Networks for continued growth.



4:05 pm

Breakaway Member Spotlight -- Differentiation: Standing Out and Staying Ahead

It’s harder than ever to stand out in today’s competitive marketplace. Media is more fragmented, competitors more nimble and customers more empowered. What does it take to separate from the pack? Hear from Breakaway members on how they are breaking away with innovative business models, unique experiences, compelling narratives and enduring cultures.



4:30 pm

Breakaway CEO Members Forum

Mark and Carol lead a group discussion to tap into the collective wisdom of the community, identifying opportunities for ongoing connection and learning on the themes advanced and identified at the Summit.


  • Mark Bonchek

    2018 Breakaway CEO Summit Co-Chair, Founder and Chief Epiphany Officer, Shift Thinking

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

5:00 pm

Closing Cocktail Reception

Proudly sponsored by American Airlines.


Michael R. Bloomberg

Founder, Bloomberg L.P. & Bloomberg Philanthropies, and Three-Term Mayor of New York City

Ursula M. Burns

Teneo Holdings Senior Advisor

Cara France

The Sage Group Co-founder and CEO

Maxine Friedman

Bionic Solution Senior Vice President, Partners

Verne Harnish

Author, Scaling Up (Rockefeller Habits 2.0) Founder and CEO, Scaling Up // Founder, Entrepreneurs' Organization (EO)

Anne Kawalerski

Bloomberg Media Head of Strategy

Juliette LaMontagne

Bionic Solution Chief Learning Architect

Anna Liotta

Resultance, Inc. CEO

Jessica Long

Causeit, Inc. Senior Consultant and Strategic Researcher

Eli Pakier

Bloomberg Media Executive Strategy Director

MJ Petroni

Causeit, Inc. Cyborg Anthropologist

Gary Pinkus

McKinsey & Company Managing Partner, North America

Josh Sapan

AMC Networks President & CEO

Timothy J. Sloan

Wells Fargo & Company CEO and President

Martha Stewart

Sequential Brands Group Chief Creative Officer and Member of the Board of Directors

Patrick Whitesell

Endeavor Executive Chairman

Julia Chatterley

Bloomberg Television Anchor

David Westin

Bloomberg Television Anchor

Mark Bonchek

Founder and Chief Epiphany Officer, Shift Thinking 2018 Breakaway CEO Summit Co-Chair

Carol Massar

Bloomberg Television and Radio Co-Anchor Bloomberg Businessweek


Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially.

Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investments, mortgage, and consumer and commercial finance through 8,200 locations, 13,000 ATMs, the internet ( and mobile banking, and has offices in 41 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.


American Airlines

American Airlines Group (NASDAQ: AAL) is the holding company for American Airlines. Together with regional partners operating as American Eagle, American offers an average of nearly 6,700 flights per day to nearly 350 destinations in more than 50 countries. American is a founding member of the oneworld alliance, whose members and members-elect serve nearly 1,000 destinations with 14,250 daily flights to 150 countries. In 2016, American Airlines Group Inc. topped Fortune Magazine’s list of best business turnarounds, and its stock joined the S&P 500 index. Connect with American on Twitter @AmericanAir and at


The Principality of Monaco

The Principality of Monaco has played a unique and colorful role throughout the history of the Mediterranean and Europe. Today, its undiminished reputation as a glamorous, first class, luxury vacation destination and business and financial center is complemented by its enduring commitment to the arts, the preservation of its own cultural traditions and the protection of the global environment. Monte-Carlo is its most famous district. To explore the attractions of Monaco is to take a step back in time. The Principality’s landmarks, museums and even the grand Belle Époque buildings reflect the colorful history of this storied nation on the Mediterranean Riviera. To learn more, visit

Invesco QQQ

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; Invesco is the provider of QQQ, one of the earliest and largest ETFs in the industry. QQQ trades on the Nasdaq Stock Market where innovation and technology expertise have created a world-recognized marketplace for the world’s biggest and best technology companies.


Carbonite provides a robust Data Protection Platform for businesses, including backup, disaster recovery, high availability and workload migration technology. The Carbonite Data Protection Platform supports businesses in locations around the world with secure global cloud infrastructure. To learn more visit

McKinsey & Company

McKinsey & Company is a global management consulting firm, deeply committed to helping institutions in the private, public, and social sectors achieve lasting success. For more than 90 years, our primary objective has been to serve as our clients’ most trusted external advisor. With consultants in 128 cities in 65 countries, across industries and functions, we bring unparalleled expertise to clients anywhere in the world. We work closely with teams at all levels of an organization to shape winning strategies, mobilize for change, build capabilities, and drive successful execution.


Partner Event:

ScaleUp Summit 2018
May 22-23
New Orleans, LA

Join leaders from the fastest growing mid-market firms ($5 million to $500 million), for intense interactive learning, networking and idea-generation.


Breakaway New York