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.

For CEOs by CEOs

Our theme for Breakaway 2018 is the Paradox of Leadership. We normally think of paradox as requiring a tradeoff between competing objectives. But Breakaway leaders are able to transcend these tradeoffs. They turn the OR into an AND, and in so doing, outpace the competition with exponential results. Today’s Breakaway leaders are able to operate globally and locally, achieve speed and scale, standardize and customize, be high-tech and high-touch, be purpose-driven and profit-minded, and honor the past while they create the future.

The Breakaway Summit agenda will feature in-depth, interactive discussions with business luminaries to provide context on trends shaping the environment; executives who are role models for how to transcend today’s tradeoffs; and thought leaders who will reveal the strategies for achieving breakaway performance.


Membership in Bloomberg Breakaway combines exclusive, one-of-a-kind peer networking with insight from industry experts, innovators and global leaders. These insights are imperative for competing and succeeding in today’s disruptive environment. Participation in the summit is by invitation only.



Featured Speakers

June 20 - Wednesday

5:00 pm

Opening Night Dinner Cocktail Reception

6:00 pm

A Conversation with Martha Stewart

The opening night dinner program will feature a candid, fireside chat with Martha Stewart.


6:30 pm

Opening Night Dinner

A candid, fireside chat with Endeavor Executive Chairman Patrick Whitesell


June 21 - Thursday

7:30 am

Registration Opens

8:30 am

Opening Remarks


8:45 am

A 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.


9:15 am

Breakaway CEO Member Spotlight

Breakaway Member CEOs share insights and inspiration.

9:25 am

A Conversation with Ursula Burns

The former Xerox CEO and Chairman talks candidly about strategies for building strong board relationships, the importance of creating a culture of inclusion, and the most important leadership lessons she's learned throughout her career.


9:55 am

A Conversation With Patty McCord

The former Netflix chief talent officer talks about radical honesty in the workplace, and why CEOs should dare to drastically reimagine their HR practices to drive high performance and profitability.


10:25 am

Networking Break

10:55 am

Breakaway Workshops

Growth: Speed and Scale - Anne Berkowitch / Co-Founder Bionic Solution
Anne is the co-founder of Bionic Solution, which 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.

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 / 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.

Change: Incremental and Exponential - Paul D. Roberts / Singularity University
Paul is the Director of Innovation Strategies and Design for Singularity University, helping individuals and organizations achieve breakthrough improvements in mindset and performance. This workshop will give participants an introduction to exponential technologies such as artificial intelligence and blockchain and a new way of thinking about their business.


12:10 pm

Networking Lunch

1:15 pm

Jim Fowler on Driving Innovation


1:35 pm

Breakaway CEO Member Spotlight

Breakaway Member CEOs share insights and inspiration.

1:45 pm

Breakaway CEO Member Spotlight

1:55 pm

Transition Break

2:05 pm

Breakaway Workshops

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

3:20 pm

Networking Break

3:50 pm

Breakaway CEO Members Forum

Mark Bonchek facilitates 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.


4:20 pm

Featured Interview

4:45 pm

Closing Cocktail Reception


Anne Berkowitch

Bionic Co-Founder

Mark Bonchek

Shift Thinking Founder and Chief Epiphany Officer

Ursula M. Burns

Teneo Holdings Senior Advisor

Jim Fowler

GE Chief Information Officer

Cara France

The Sage Group Co-founder and CEO

Carol Massar

Bloomberg Anchor and Co-host

Patty McCord

Powerful: Building a Culture of Freedom and Responsibility Author

MJ Petroni

Causeit, Inc. Cyborg Anthropologist

Paul Roberts

Singularity University Director of Innovation Strategies and Design

Timothy J. Sloan

Wells Fargo & Company CEO and President

Martha Stewart


Patrick Whitesell

Endeavor Executive Chairman


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 42 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. 25 on Fortune’s 2017 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.


The Unicorn

The Unicorn is an Equity Crowdfunding TV show airing on Bloomberg Television Fall 2018 that is helping companies raise money and get maximum exposure.  The Unicorn is the industry-leading crowd funding platform and is utilizing its vast reach to help drive traffic to companies that are looking to raise capital.

Viewers of The Unicorn TV will have a chance to invest in the companies that they have an interest in, “if you love the product, you can own part of the company”. The Unicorn disrupts the challenges of raising money for businesses by providing them the stage to pitch to viewers who can invest in them.

Every Saturday on ‘Bloomberg TV’ companies have the opportunity to raise funds to help take their companies to the next level.  Go to  No Sharks Just Unicorns.

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

PowerShares by Invesco

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.

Breakaway New York


The second annual Bloomberg Breakaway Summit brought together mid-market CEOs to arm them with the actionable insight and tools that they need to build their companies into the next market leader. This year’s summit focused on policy, innovation, talent and finance. Onstage sessions showcased CEOs, founders and leaders who have built and grown their companies—sharing their stories and strategies for success. Beyond the stage, special hands-on workshops allowed members to deep dive into the challenges they need to overcome at their companies. Speakers included New England Patriots Owner Robert Kraft, Bank of America CEO Brian Moynihan, US Secretary of Commerce Wilbur Ross, Deloitte CEO Cathy Engelbert, AOL Co-Founder Steve Case, and many more.


The inaugural Bloomberg Breakaway Summit brought together an invitation-only membership of CEOs and CFOs who manage sizable businesses that have significant appetite for growth. Th Summit allowed this peer network to make connections with potential partners across industries, gain exposure to investors across asset classes, and express their views on the most urgent issues facing their companies today. 2016 speakers included SoulCycle CEO Melanie Whelan, Cisco executive chairman John Chambers, Bloomberg LP founder Michael R. Bloomberg, and many more.