New York City | June 20-21, 2018
Bloomberg
Breakaway CEO
Summit
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
KoJo Addae-Mintah
CEO and Founder WhirlWind Technologies, LLCJoseph Adir
Founder and CEO WinterHaven Holdings SLNadir Ali
CEO InpixonKeith Alper
CEO Nitrous EffectNicole Anasenes
Chief Financial Officer & Chief Operating Officer SquarespaceAlvaro Baltodano
CEO Integra GroupNikki Barua
CEO Beyond CuriousGregory Bedrosian
Managing Partner & CEO Drake Star PartnersDavid Berg
President & Founder Redirect HealthJoe Bergera
President & CEO IterisRob Bernshteyn
CEO & Board Chairman Coupa SoftwareDavid Blatt
CEO CapStack PartnersGil Bonwitt
CEO New Horizons Computer LearningPaul Buccieri
President A+E Networks GroupAndy Buyting
Founder & CEO Carle PublishingTammy Camp
CEO and Founder StrongholdJim Cantrell
CEO & Co-Founder Vector Launch Inc.Michael Capasso
Founder & President C.A.C. Industries, Inc.Keith Cargill
President & CEO Texas Capital Bancshares, Inc.Chase Carlson
President & CEO Pioneer Building ServicesScott Cattran
President & CEO Woolpert, Inc.James Citron
CEO PledgelingAlan Colberg
President & CEO Assurant Inc.Jim Continenza
Chairman & CEO VivialDan Curtin
President Greenleaf FoodsAnil Dash
CEO GlitchClaudio Del Vecchio
Chairman & CEO Brooks Brothers Group, Inc.Daniel Dines
Co-Founder & CEO Uipath, Inc.Brian Dulin
President and CEO CTA Acoustics, Inc.Dr. Keith Dunleavy
CEO and Chairman InovalonRichard Edelman
President & CEO EdelmanJoseph Fichera
CEO Saber Partners, LLCAndrew Field
Founder and CEO PFLRyan Freedman
CEO CoriginLouis Gagnon
CEO Total BrainBrian Garish
President Banfield Pet HospitalAndrew Glincher
Managing Partner & CEO Nixon PeabodyBrett Goldberg
Co-CEO & Co-Founder TickPickKara Goldin
Founder & CEO hint Inc.Steve Grandfield
President and Chief Executive Officer Blue Cross and Blue Shield of NebraskaTim Hamilton
Founder and CEO PraxentMichael Hanson
President & CEO Massachusetts Credit Union Share Insurance Corporation (MSIC)Dan Hawkins
Founder & CEO Summit Leadership PartnersAdolfo Hernandez
CEO SDL plcTimothy Hentschel
Co-founder and CEO HotelPlanner.comYuri Horwitz
CEO Sol SystemsDiane Hoskins
Co-CEO GenslerChristine Hunsicker
CEO CaaStleY-Vonne Hutchinson
Founder and CEO ReadySetNick Hynes
CEO & Co-founder SomoLouis Jacobs
Co-CEO Delaware NorthMichael James
CEO Entura International LtdBrooke Jennings
Founder and CEO Hygia PharmaceuticalsNuno Job
Co-Founder and CEO YLD GroupWalter Johnsen
Chairman & CEO Acme United CorporationJay Kaplan
Co-Founder & CEO SynackMichael Kempner
Founder & CEO MWWPRFloyd Kephart
Chairman The Renaissance CompaniesKarl Kilb
CEO Boloro Global LimitedHerbert Kohler
Executive Chairman Kohler Co.Taxiarchis Konstantopoulos
CEO BELRON® UK, t/a Autoglass®Colin Lawson
Founder Equilibrium Asset ManagementClaude LeBlanc
President & CEO Ambac Financial Group, Inc.Adam Levin
Chairman and Founder CyberScoutJamie Kern Lima
Co-Founder & Co-CEO IT CosmeticsChristine Lin
CEO Cambridge NetworkFrank Longobardi
CEO CohnReznickElliot Luchansky
CEO Insynq CloudRunnerSam Luft
CEO Mel Global AdvisorsBradley Lukanic
CEO CannonDesignKen Makovsky
President & CEO MakovskyRohan Malhotra
CEO Roadzen Inc.Harvey Mallement
Founder Emeritus Harvest PartnersPhilip Martin
Founder and CEO CensibleAvner Mendelson
CEO Bank LeumiDoug Merritt
President & CEO SplunkKathryn Minshew
CEO & Founder The MuseMeir Moalem
Managing Director & CEO Sky and Space GlobalAlex Moazed
Founder & CEO ApplicoShawn Mobley
CEO, Americas Cushman & Wakefield, Inc.Dr. Charles Mok
CEO Allure MedicalChris Moore
Managing Partner & Chief Investment Officer Massey Quick SimonScott Nash
Founder and CEO MOM's Organic MarketJeremy Nixey
Chief Executive Officer Shaw HealthcareMarc Olivie
President & CEO W.C. Bradley Co.Steve Papermaster
Chief Executive Officer & Chairman NanoMehul Patel
CEO HiredChristopher Paucek
Co-founder and CEO 2U, Inc.Todd R. Pedersen
Co-Founder, Chairman & CEO Vivint Smart HomeRussell Perry
Founder & CEO kompanyRichard Plotka
CEO AppaturaMatthew Prince
CEO CloudflarePeter Rahal
Co-Founder RXBARSergio Retamal
CEO and Founder Global4PLBruce Richards
Chief Executive Officer & Chairman Marathon Asset Management, L.P.Gaynor Rigby
Managing Partner Equilibrium Asset Management LLPMatthew Rizai
Chairman & CEO Workiva Inc.David Roberts
President and CEO Verra MobilityChad Roffers
Chairman Concierge AuctionsDavid Rosenthal
Former CEO, Atidan VP and GM, Razor Technology, LLCMartine Rothblatt
Chairman and CEO United Therapeutics CorporationKatica Roy
CEO & Founder Pipeline EquityPatty Sachs
President OMD EastJosh Sapan
President & CEO AMC NetworksEd Scheetz
CEO The Scheetz GroupStan Schneider
CEO Real-Time Innovations (RTI)Ken Seddon
CEO LOT NetworkRebecca Shanahan
CEO Avella Specialty PharmacyMilind Sharma
CEO QuantZ Capital & QMITMihir Shukla
CEO and Co-Founder Automation AnywhereDavid Sipes
COO RingCentral, Inc.Alan Slatas
Managing Director Galt & CompanyRich Sorota
President & CEO RanirKR Sridhar
Founder, Chairman & CEO Bloom Energy CorporationDr. Ellen Stang
Founder, President & CEO ProgenyHealthDave Stevinson
CEO QBS SoftwareMarquise Stillwell
Founder & Principal OpenboxAnjali Sud
CEO VimeoVijay Tella
CEO & Co-Founder Workato IncBenjamin Thompson
President and CEO Fiera CapitalGreg Thompson
President and CEO White Energy IncNigel Vaz
CEO Publicis SapientAdam Warby
CEO Avanade Inc.Lisa W. Wardell
President and CEO Adtalem Global EducationIsa Watson
Founder & CEO SquadScott Wells
CEO Clear Channel Outdoor AmericaRosa Whitaker
President & CEO The Whitaker GroupChristopher White
Founder and CEO The Sneakers AgencyPaul Witkay
Founder & CEO Alliance of Chief ExecutivesBecky Wong
Co-founder and Managing Partner, Globex Capital Partners Executive Director, Cornucopiae Asset Management Ltd.Gregory Woods
CEO AstroNova, Inc.Laila Worrell
CEO Altran North AmericaDr. Phillip Yoo
Founder & President 21st Century Laserstem Pain & Regenerative Medicine InstituteMary Ellen Zellerbach
Managing Director Martin Investment Management, LLCFeatured Speakers
June 20 - Wednesday
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.
In Conversation With Martha Stewart
Author and entrepreneur Martha Stewart sits down with Bloomberg’s Carol Massar for a candid fireside chat.
Speaker
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Martha Stewart
Chief Creative Officer and Member of the Board of Directors, Sequential Brands Group
Interviewer
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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.
Speaker
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Patrick Whitesell
Executive Chairman, Endeavor
Interviewer
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David Westin
Anchor, Bloomberg Television
Opening Night Dinner
The dinner program will feature fireside chats with author and entrepreneur Martha Stewart and Endeavor’s Patrick Whitesell.
June 21 - Thursday
Registration Opens
Welcome
The 2018 Bloomberg Breakaway Summit continues at the Apella with your co-hosts Mark Bonchek and Carol Massar.
Speakers
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Mark Bonchek
2018 Breakaway CEO Summit Co-Chair, Founder and Chief Epiphany Officer, Shift Thinking
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Carol Massar
Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio
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.
Speakers
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Timothy J. Sloan
CEO and President, Wells Fargo & Company
Interviewer
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Carol Massar
Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio
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.
Speaker
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Gary Pinkus
Managing Partner, North America, McKinsey & Company
Interviewer
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Julia Chatterley
Anchor, Bloomberg Television
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.
Speaker
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Ursula M. Burns
Senior Advisor, Teneo Holdings
Interviewer
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David Westin
Anchor, Bloomberg Television
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.
Speakers
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Verne Harnish
Founder and CEO, Scaling Up // Founder, Entrepreneurs' Organization (EO), Author, Scaling Up (Rockefeller Habits 2.0)
Networking Break
Proudly sponsored by American Airlines.
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.
Speakers
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Maxine Friedman
Senior Vice President, Partners, Bionic Solution
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Juliette LaMontagne
Chief Learning Architect, Bionic Solution
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Cara France
Co-founder and CEO, The Sage Group
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MJ Petroni
Cyborg Anthropologist, Causeit, Inc.
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Jessica Long
Senior Consultant and Strategic Researcher, Causeit, Inc.
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Anne Kawalerski
Head of Strategy, Bloomberg Media
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Eli Pakier
Executive Strategy Director, Bloomberg Media
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Anna Liotta
CEO, Resultance, Inc.
Networking Lunch
Proudly sponsored by The Principality of Monaco.
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.
Speaker
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Michael R. Bloomberg
Founder, Bloomberg L.P. & Bloomberg Philanthropies, and Three-Term Mayor of New York City
Interviewer
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Julia Chatterley
Anchor, Bloomberg Television
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.
Speakers
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Adam Warby
CEO, Avanade Inc.
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Alan Colberg
President & CEO, Assurant Inc.
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Todd R. Pedersen
Co-Founder, Chairman & CEO, Vivint Smart Home
Moderator
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Rosa Whitaker
President & CEO, The Whitaker Group
Transition Break
Breakaway Workshops
The morning workshops will repeat and Breakaway Members will be able to attend a different workshop of their choice.
Networking Break
Proudly sponsored by American Airlines.
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.
Speaker
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Josh Sapan
President & CEO, AMC Networks
Interviewer
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Emma Chandra
Reporter, Bloomberg Television
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.
Speakers
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Isa Watson
Founder & CEO, Squad
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Rosanna Myers
Co-Founder & CEO, Carbon Robotics
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Nikki Barua
CEO, Beyond Curious
Moderator
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Jay Kaplan
Co-Founder & CEO, Synack
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.
Speaker
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Mark Bonchek
2018 Breakaway CEO Summit Co-Chair, Founder and Chief Epiphany Officer, Shift Thinking
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Carol Massar
Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio
Closing Cocktail Reception
Proudly sponsored by American Airlines.
Speakers
Michael R. Bloomberg
Founder, Bloomberg L.P. & Bloomberg Philanthropies, and Three-Term Mayor of New York CityUrsula M. Burns
Senior Advisor Teneo HoldingsCara France
Co-founder and CEO The Sage GroupMaxine Friedman
Senior Vice President, Partners Bionic SolutionVerne Harnish
Founder and CEO, Scaling Up // Founder, Entrepreneurs' Organization (EO) Author, Scaling Up (Rockefeller Habits 2.0)Anne Kawalerski
Head of Strategy Bloomberg MediaJuliette LaMontagne
Chief Learning Architect Bionic SolutionAnna Liotta
CEO Resultance, Inc.Jessica Long
Senior Consultant and Strategic Researcher Causeit, Inc.Eli Pakier
Executive Strategy Director Bloomberg MediaMJ Petroni
Cyborg Anthropologist Causeit, Inc.Gary Pinkus
Managing Partner, North America McKinsey & CompanyJosh Sapan
President & CEO AMC NetworksTimothy J. Sloan
CEO and President Wells Fargo & CompanyMartha Stewart
Chief Creative Officer and Member of the Board of Directors Sequential Brands GroupPatrick Whitesell
Executive Chairman EndeavorJulia Chatterley
Anchor Bloomberg TelevisionDavid Westin
Anchor Bloomberg TelevisionMark Bonchek
2018 Breakaway CEO Summit Co-Chair Founder and Chief Epiphany Officer, Shift ThinkingCarol Massar
Co-Anchor Bloomberg Businessweek Bloomberg Television and RadioSponsors
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 (wellsfargo.com) 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 Facebook.com/AmericanAirlines.
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 www.visitmonaco.com/us
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; www.invesco.com. 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
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 www.Carbonite.com.
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
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.