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

Anil Dash

Fog Creek Software CEO

Walter Dolhare

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

Jason Flom

Lava Records, Innocence Project CEO and Founder

Louis Gagnon

Total Brain CEO

Verne Harnish

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

Eric Hippeau

Lerer Hippeau Managing Partner

Diane Hoskins

Gensler Co-CEO

Christine Hunsicker

CaaStle CEO

Y-Vonne Hutchinson

ReadySet Founder and CEO

Jamie Kern Lima

IT Cosmetics Co-Founder & Co-CEO

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

Craig Mullaney

Brunswick Partner

Jack Nicklaus

Legendary golfer, businessman and philanthropist; Co-Chairman of The Nicklaus Companies

Anurag Rana

Bloomberg Intelligence Sector Head & Senior Equity Analyst, Software & IT Services

David M. Rubenstein

The Carlyle Group Co-Founder and Co-Executive Chairman

Liz Hilton Segel

McKinsey & Company Managing Partner, North America

Dov Seidman

LRN CEO

Anjali Sud

Vimeo CEO

Lisa W. Wardell

Adtalem Global Education President and CEO

Rachana Bhide

Bloomberg Engineering Global Talent Lead

Max Chafkin

Bloomberg Businessweek Features Editor

Ed Hammond

Bloomberg Senior Reporter

Jason Kelly

Bloomberg New York Bureau Chief; Co-Anchor, Bloomberg Businessweek TV and Radio

Carol Massar

Bloomberg Television and Radio Co-Anchor Bloomberg Businessweek

Mark Miller

Bloomberg Live Global Editor

June 17 - Monday

6:00 pm

Opening Night Cocktail Reception and Dinner

We open the 2019 Summit with cocktails and dinner featuring fireside chats with McKinsey’s Liz Hilton Segel, legendary investor Eric Hippeau, and music legend, entrepreneur, philanthropist, activist and author Jason Flom.

Speakers

Interviewers

  • Jason Kelly

    New York Bureau Chief; Co-Anchor, Bloomberg Businessweek TV and Radio, Bloomberg

  • Ed Hammond

    Senior Reporter, Bloomberg

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

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 Craig Mullaney

Brunswick partner and author Craig Mullaney shares his thoughts on connected leadership, highlighting Brunswick’s most recent CEO study.

Speaker

Interviewer

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

11:00 am

Rethinking Innovation: In Conversation With Walter Dolhare

This session on Rethinking Innovation is proudly sponsored by Wells Fargo.
Carol Massar sits down with Wells Fargo’s Walter Dolhare for a conversation about the nature of innovation.

Speaker

  • Walter Dolhare

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

Interviewer

  • Carol Massar

    Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

11:15 am

Rethinking Innovation: In Conversation With Anjali Sud

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

11:35 am

Rethinking Innovation: The Executive Perspective

Breakaway CEOs sit down with Wells Fargo’s Walter Dolhare 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

12:00 pm

Rethinking Innovation: Group Discussion

Breakaway members share their insights in an open session.

12:30 pm

Networking Lunch

1:30 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)

1:55 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

2:25 pm

The Talent Equation: In Conversation With Nicole Anasenes, 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

2:40 pm

Bloomberg Intelligence Presents: What Every CEO Should Know About H-1B

Bloomberg Intelligence ’s Anurag Rana presents his latest research on the H1B visa program. While scrutiny on granting H-1B visas has risen dramatically over the past two years, we are seeing accelerating growth for some offshore IT services companies. As enterprises have to cut costs and invest in emerging technologies like cloud at the same time, more IT service work may be going offshore. What does this mean for your business?

Speaker

  • Anurag Rana

    Sector Head & Senior Equity Analyst, Software & IT Services, Bloomberg Intelligence

2:50 pm

The Talent Equation: Group Discussion

Breakaway members share insights in an open group setting.

3:00 pm

Networking Break

3:15 pm

In Conversation With Dov Seidman

Dov is the author of the book “HOW: Why HOW We Do Anything Means Everything,” a New York Times best seller that offers a philosophical framework for individual and organizational behavior in a world that is increasingly interconnected and interdependent. In the book, Dov describes how the world has been reshaped and the implications and imperatives for us, our institutions, society and humanity as a whole. The book was updated and expanded in 2011 with a new foreword from President Bill Clinton, and has been published in approximately 20 countries around the world.

Speaker

Interviewer

  • Verne Harnish

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

3:45 pm

The David Rubenstein Show: Peer-to-Peer Conversations LIVE WITH JACK NICKLAUS

David Rubenstein, Carlyle Group co-founder and co-Executive Chairman, presents a special live taping of his Bloomberg TV show with legendary golfer, businessman and philanthropist “The Golden Bear” Jack Nicklaus.

Speakers

  • Jack Nicklaus

    Legendary golfer, businessman and philanthropist; Co-Chairman of The Nicklaus Companies

  • David M. Rubenstein

    Co-Founder and Co-Executive Chairman, The Carlyle Group

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

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

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

Presenting Sponsor

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, investment and mortgage products and services, as well as consumer and commercial finance, through 7,700 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 262,000 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.

Supporting Sponsor

American Airlines offers customers 6,800 daily flights to more than 365 destinations in 61 countries from its hubs in Charlotte, Chicago, Dallas-Fort Worth, Los Angeles, Miami, New York, Philadelphia, Phoenix and Washington, D.C. With a shared purpose of caring for people on life’s journey, American’s 130,000 global team members serve more than 200 million customers annually. Since 2013, American has invested more than $25 billion in its product and people and now flies the youngest fleet among U.S. carriers, equipped with industry-leading high-speed Wi-Fi, lie-flat seats, more in-flight entertainment and power. American also offers award-winning food and beverage options in the air and on the ground in its world-class Admirals Club and Flagship lounges. American was recently named a Five Star Global Airline by the Airline Passenger Experience Association and Airline of the Year by Air Transport World. American is a founding member of oneworld®, whose members serve 1,100 destinations in 180 countries and territories. Shares of American Airlines Group Inc. trade on Nasdaq under the ticker symbol AAL and the company’s stock is included in the S&P 500. Learn more about what’s happening at American by visiting news.aa.com and connect with American on Twitter @AmericanAir and at Facebook.com/AmericanAirlines.

Supporting Sponsor

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.

Innovation Partner

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.