New York City | June 17-18, 2019

Bloomberg
Breakaway CEO
Summit

For CEOs by CEOs

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.

Speakers

Nicole Anasenes

Squarespace Chief Financial Officer & Chief Operating Officer

Walter Dohare

Wells Fargo Executive Vice President and Co-head of Corporate & Investment Banking

Verne Harnish

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

Christine Hunsicker

CaaStle Founder and CEO

Gary Loveman

Senior Lecturer, Harvard Business School; former CEO, Caesars Entertainment Corporation; and Healthcare Investor

General Stanley A. McChrystal

Co-Founder, McChrystal Group // Former Commander U.S. and International Security Forces, Afghanistan, and former Commander of U.S. Joint Special Operations Command

Kathryn Minshew

The Muse CEO & Founder

David M. Rubenstein

The Carlyle Group Co-Founder and Co-Executive Chairman

Liz Hilton Segel

McKinsey & Company Managing Partner, North America

Anjali Sud

Vimeo CEO

Lisa W. Wardell

Adtalem Global Education President and CEO

Ed Hammond

Bloomberg Senior Reporter

Carol Massar

Bloomberg Television and Radio Co-Anchor Bloomberg Businessweek

June 17 - Monday

6:00 pm

Opening Night Cocktail Reception and Dinner

June 18 - Tuesday

8:00 am

Registration and Networking Breakfast

9:00 am

Welcome

Bloomberg Breakaway host Carol Massar welcomes the 2019 Bloomberg Breakaway CEO Summit.

Host

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

9:05 am

On Leadership: In Conversation With Gen. Stanley McChrystal

We’ll begin the day with a fireside chat with Gen. Stanley McChrystal, former US JSOC commander and founder of the McChrystal Group, who will talk about the leadership lessons he’s learned along the way and what CEOs can do to be more effective leaders.

Speaker

  • General Stanley A. McChrystal

    Co-Founder, McChrystal Group // Former Commander U.S. and International Security Forces, Afghanistan, and former Commander of U.S. Joint Special Operations Command

Interviewer

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

9:35 am

On Leadership: In Conversation With Liz Hilton Segel, McKinsey & Company

An in-depth and wide-ranging fireside chat with the McKinsey managing partner for North America on how CEOs can make smart decisions to meet the myriad challenges businesses face today.

Speaker

Interviewer

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

9:55 am

On Leadership: The CEO Conversation

This panel of Breakaway CEOs talks about the leadership challenges they face and what is top of the agenda for them in the coming year.

Speakers

Moderator

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

10:25 am

On Leadership: Group Discussion

Breakaway CEOs share their perspectives in a group conversation on the topic of leadership.

10:45 am

Networking Break

11:05 am

Rethinking Innovation: Introduction

This session on Rethinking Innovation is proudly sponsored by Wells Fargo.

Speaker

  • Walter Dohare

    Executive Vice President and Co-head of Corporate & Investment Banking, Wells Fargo

11:10 am

Rethinking Innovation: Anjali Sud, Vimeo

The Vimeo CEO talks about her unique approach to innovation from meeting customer expectations in a mobile-first world to building the right kind of culture within a fast-growing company.

Speaker

Interviewer

11:30 am

Rethinking Innovation: Gary Loveman, Harvard Business School

The former Caesars Entertainment CEO and current Harvard Business School lecturer talks about his journey, what he’s learned about innovation over the course of his career, and what he sees as the next big thing.

Speakers

  • Gary Loveman

    Senior Lecturer, Harvard Business School; former CEO, Caesars Entertainment Corporation; and Healthcare Investor

11:40 am

Rethinking Innovation: The CEO Perspective

Breakaway CEOs sit down with Wells Fargo’s Walter Dohare and Bloomberg’s Carol Massar to discuss the importance of building the right kinds of culture where innovation can flourish, and what it means to be truly innovative in today’s day and age.

Speakers

Moderator

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

12:10 pm

Rethinking Innovation: Group Discussion

Breakaway members share their insights in an open session.

12:40 pm

Networking Lunch

1:40 pm

The Talent Equation: Scaling Up With Verne Harnish

The CEO and founder of Gazelles and Scaling Up shares his insights on how leaders can leverage talent to take companies to the next level of growth.

Speaker

  • Verne Harnish

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

2:10 pm

The Talent Equation: The CEO Perspective

Breakaway CEOs address the challenges of finding and retaining top talent, share insights on building a culture of inclusion and meaning, and why human resources should be a strategic imperative for every chief executive.

Speakers

Moderator

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

2:40 pm

The Talent Equation: In Conversation With Nicole Anasenas, Squarespace

The Squarespace Chief Operating Officer and Chief Financial Officer talks about taking companies to the next level of growth, and what she’s learned over the course of her 20+ year career about the importance of putting people first.

Speaker

Interviewer

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

3:00 pm

The Talent Equation: Group Discussion

Breakaway members share insights in an open group setting.

3:30 pm

Networking Break

3:45 pm

Going the Distance: Getting the Most From Your Airline Miles

3:55 pm

The David Rubenstein Show: Peer-to-Peer Conversations LIVE

David Rubenstein, Carlyle Group co-founder and co-Executive Chairman, presents a special live taping of his Bloomberg TV show with a yet-to-be-named but sure-to-be-fascinating guest.

Interviewer

4:30 pm

Closing Remarks and Cocktail Reception

Standing Out
Martha Stewart on building her brand
Member Rosanna Myers

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

Andy Buyting

Carle Publishing Founder & CEO

Tammy Camp

Stronghold CEO

Jim Cantrell

Vector Launch Inc. CEO & Co-Founder

Keith Cargill

Texas Capital Bancshares, Inc. President & CEO

Scott Cattran

Woolpert, Inc. President & CEO

Erik Charlton

NOON Home CEO

James Citron

Pledgeling CEO

Alan Colberg

Assurant Inc. President & CEO

Rob Coneybeer

Shasta Ventures Founder

Jim Continenza

Vivial Chairman & CEO

Bal Das

BGD Holdings, LLC Chairman

Claudio Del Vecchio

Brooks Brothers Group, Inc. Chairman & CEO

Ali Diab

Collective Health CEO

Daniel Dines

Uipath, Inc. Co-Founder & CEO

Robert D'Loren

Xcel Brands Chairman & CEO

Wael Doukmak

Rillet Co-Founder & CEO

Nicole Eagan

Darktrace CEO

Richard Edelman

Edelman President & CEO

Adriana Estrada

Openbox Managing Director

Joseph Fichera

Saber Partners, LLC CEO

William Foster

BioWorks President

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 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 of the Board

Colin Lawson

Equilibrium Asset Management LLP Founder

Claude LeBlanc

Ambac Financial Group, Inc. President & CEO

Adam Levin

CyberScout Chairman and Founder

Christine Lin

Cambridge Network CEO

Frank Longobardi

CohnReznick CEO

Elliot Luchansky

Insynq CloudRunner CEO

Sam Luft

First Degree Global Asset Management CEO

Bradley Lukanic

CannonDesign, Inc. 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 Monroy

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

Mehul Patel

Hired 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 | Chicago Bar Company Co-Founder & Former CEO

Sergio Retamal

Global4PL CEO

Gaynor Rigby

Equilibrium Asset Management LLP Managing Partner

Matthew Rizai

Workiva Inc. Chairman & CEO

Mark Rolston

Argodesign Founder

David Rosenthal

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

Katica Roy

Pipeline Equity CEO

Patty Sachs

OMD East President

Josh Sapan

AMC Networks President & CEO

Ed Scheetz

The Scheetz Group CEO

Ken Seddon

LOT Network CEO

Rebecca Shanahan

Avella Specialty Pharmacy CEO

Mihir Shukla

Automation Anywhere CEO

Jay Sidhu

Customers Bancorp, Inc., and BankMobile Chairman & CEO

David Sipes

RingCentral, Inc. COO

Michael Small

Gogo Inc. President & CEO

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 CEO, Americas

Rosa Whitaker

The Whitaker Group President & CEO

Gregory Woods

AstroNova, Inc. CEO

Mary Ellen Zellerbach

Martin Investment Management, LLC Managing Director

Partners

Scaling Up

Scaling Up is a global coaching, training, and technology platform company helping growth firms handle the chaos that comes with scaling up.  Scaling Up’s Coaching partners focus on four areas of the business:  People, Strategy, Execution, and Cash.  The goal is to help firms in any industry achieve software-like margins while reducing the drama and time it takes to lead these scaleups.
https://scalingup.com/

Sponsors

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.