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

Chief Financial Officer & Chief Operating Officer Squarespace

Anil Dash

CEO Glitch

Walter Dolhare

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

Jason Flom

CEO and Founder Lava Records, Innocence Project

Louis Gagnon

CEO Total Brain

Verne Harnish

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

Eric Hippeau

Managing Partner Lerer Hippeau

Diane Hoskins

Co-CEO Gensler

Christine Hunsicker

CEO CaaStle

Y-Vonne Hutchinson

Founder and CEO ReadySet

Jamie Kern Lima

Co-Founder & Co-CEO IT Cosmetics

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

CEO & Founder The Muse

Craig Mullaney

Partner Brunswick

Jack Nicklaus

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

Anurag Rana

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

David M. Rubenstein

Co-Founder and Co-Executive Chairman The Carlyle Group

Liz Hilton Segel

Managing Partner, North America McKinsey & Company

Dov Seidman

CEO LRN

Anjali Sud

CEO Vimeo

Lisa W. Wardell

President and CEO Adtalem Global Education

Rachana Bhide

Global Talent Lead Bloomberg Engineering

Max Chafkin

Features Editor Bloomberg Businessweek

Ed Hammond

Senior Deals Reporter Bloomberg

Jason Kelly

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

Carol Massar

Co-Anchor Bloomberg Businessweek Bloomberg Television and Radio

Mark Miller

Global Editor Bloomberg Live

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, Bloomberg Television and Radio

  • Ed Hammond

    Senior Deals 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

Nadir Ali

CEO Inpixon

Keith Alper

CEO Nitrous Effect

Nicole Anasenes

Chief Financial Officer & Chief Operating Officer Squarespace

Alvaro Baltodano

CEO Integra Group

Nikki Barua

CEO Beyond Curious

Gregory Bedrosian

Managing Partner & CEO Drake Star Partners

David Berg

President & Founder Redirect Health

Joe Bergera

President & CEO Iteris

Rob Bernshteyn

CEO & Board Chairman Coupa Software

David Blatt

CEO CapStack Partners

Paul Buccieri

President A+E Networks Group

Andy Buyting

Founder & CEO Carle Publishing

Tammy Camp

CEO and Founder Stronghold

Jim 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 Services

Scott Cattran

President & CEO Woolpert, Inc.

James Citron

CEO Pledgeling

Alan Colberg

President & CEO Assurant Inc.

Jim Continenza

Chairman & CEO Vivial

Anil Dash

CEO Glitch

Claudio Del Vecchio

Chairman & CEO Brooks Brothers Group, Inc.

Daniel Dines

Co-Founder & CEO Uipath, Inc.

Dr. Keith Dunleavy

CEO and Chairman Inovalon

Richard Edelman

President & CEO Edelman

Joseph Fichera

CEO Saber Partners, LLC

Andrew Field

Founder and CEO PFL

William Foster

President BioWorks

Ryan Freedman

CEO Corigin

Louis Gagnon

CEO Total Brain

Brian Garish

President Banfield Pet Hospital

Andrew Glincher

Managing Partner & CEO Nixon Peabody

Brett Goldberg

Co-CEO & Co-Founder TickPick

Kara Goldin

Founder & CEO hint Inc.

Steve Grandfield

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

Tim Hamilton

Founder and CEO Praxent

Michael Hanson

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

Adolfo Hernandez

CEO SDL plc

Timothy Hentschel

Co-founder and CEO HotelPlanner.com

Yuri Horwitz

CEO Sol Systems

Diane Hoskins

Co-CEO Gensler

Christine Hunsicker

CEO CaaStle

Y-Vonne Hutchinson

Founder and CEO ReadySet

Nick Hynes

CEO & Co-founder Somo

Louis Jacobs

Co-CEO Delaware North

Brooke Jennings

Founder and CEO Hygia Pharmaceuticals

Nuno Job

Co-Founder and CEO YLD Group

Walter Johnsen

Chairman & CEO Acme United Corporation

Jay Kaplan

Co-Founder & CEO Synack

Michael Kempner

Founder & CEO MWWPR

Floyd Kephart

Chairman The Renaissance Companies

Karl Kilb

CEO Boloro Global Limited

Herbert Kohler

Executive Chairman Kohler Co.

Taxiarchis Konstantopoulos

CEO BELRON® UK, t/a Autoglass®

Colin Lawson

Founder Equilibrium Asset Management

Claude LeBlanc

President & CEO Ambac Financial Group, Inc.

Adam Levin

Chairman and Founder CyberScout

Jamie Kern Lima

Co-Founder & Co-CEO IT Cosmetics

Christine Lin

CEO Cambridge Network

Frank Longobardi

CEO CohnReznick

Elliot Luchansky

CEO Insynq CloudRunner

Sam Luft

CEO Mel Global Advisors

Bradley Lukanic

CEO CannonDesign

Ken Makovsky

President & CEO Makovsky

Rohan Malhotra

CEO Roadzen Inc.

Harvey Mallement

Founder Emeritus Harvest Partners

Philip Martin

Founder and CEO Censible

Avner Mendelson

CEO Bank Leumi

Kathryn Minshew

CEO & Founder The Muse

Meir Moalem

Managing Director & CEO Sky and Space Global

Alex Moazed

Founder & CEO Applico

Shawn Mobley

CEO, Americas Cushman & Wakefield, Inc.

Chris Moore

Managing Partner & Chief Investment Officer Massey Quick Simon

Rosanna Myers

Co-Founder & CEO Carbon Robotics

Scott Nash

Founder and CEO MOM's Organic Market

Jeremy Nixey

Chief Executive Officer Shaw Healthcare

Marc Olivie

President & CEO W.C. Bradley Co.

Steve Papermaster

Chief Executive Officer & Chairman Nano

Mehul Patel

CEO Hired

Christopher Paucek

Co-founder and CEO 2U, Inc.

Todd R. Pedersen

Co-Founder, Chairman & CEO Vivint Smart Home

Russell Perry

Founder & CEO kompany

Richard Plotka

CEO Appatura

Matthew Prince

CEO Cloudflare

Peter Rahal

Co-Founder RXBAR

Sergio Retamal

CEO and Founder Global4PL

Bruce Richards

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

Gaynor Rigby

Managing Partner Equilibrium Asset Management LLP

Matthew Rizai

Chairman & CEO Workiva Inc.

David Roberts

President and CEO Verra Mobility

Chad Roffers

Chairman Concierge Auctions

David Rosenthal

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

Katica Roy

CEO & Founder Pipeline Equity

Patty Sachs

President OMD East

Josh Sapan

President & CEO AMC Networks

Ed Scheetz

CEO The Scheetz Group

Stan Schneider

CEO Real-Time Innovations (RTI)

Ken Seddon

CEO LOT Network

Rebecca Shanahan

CEO Avella Specialty Pharmacy

Mihir Shukla

CEO and Co-Founder Automation Anywhere

Jay Sidhu

Chairman & CEO Customers Bancorp, Inc. and Customers Bank

David Sipes

COO RingCentral, Inc.

Alan Slatas

Managing Director Galt & Company

Rich Sorota

President & CEO Ranir

KR Sridhar

Founder, Chairman & CEO Bloom Energy Corporation

Dr. Ellen Stang

Founder, President & CEO ProgenyHealth

Dave Stevinson

CEO QBS Software

Marquise Stillwell

Founder & Principal Openbox

Anjali Sud

CEO Vimeo

Vijay Tella

CEO & Co-Founder Workato Inc

Benjamin Thompson

President and CEO Fiera Capital

Greg Thompson

President and CEO White Energy Inc

Nigel Vaz

CEO Publicis Sapient

Adam Warby

CEO Avanade Inc.

Lisa W. Wardell

President and CEO Adtalem Global Education

Isa Watson

Founder & CEO Squad

Scott Wells

CEO Clear Channel Outdoor America

Rosa Whitaker

President & CEO The Whitaker Group

Christopher White

Founder and CEO The Sneakers Agency

Paul Witkay

Founder & CEO Alliance of Chief Executives

Gregory Woods

CEO AstroNova, Inc.

Laila Worrell

CEO Altran North America

Dr. Phillip Yoo

Founder & President 21st Century Laserstem Pain & Regenerative Medicine Institute

Mary Ellen Zellerbach

Managing Director Martin Investment Management, LLC

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.