November 2-4, 2015: San Francisco, California

2015 Agenda

Conference Tracks

Rethinking the 21st Century Company

Finance and the Markets

Technology and Innovation

Global Risks and Opportunities

Monday, November 2, 2015

8:00 AM PRELIMINARY SESSION

BREAKFAST DISCUSSION: LEADERSHIP IN THE DISRUPTIVE CENTURY
Crown Room
Today’s new economy demands new skills and innovative approaches to leadership development. Higher education institutions and companies alike are rethinking traditional learning methods to meet the challenges of preparing a workforce very different from that of previous generations. This session will explore the emerging trends in human capital development, talent retention, and career management.
Panelists:
Dominic Barton, Global Managing Director, McKinsey & Company
Phil Fernandez, Chairman and CEO, Marketo
Linda A. Livingstone, Dean, The George Washington University School of Business
Carrie Schwab Pomerantz, President, Charles Schwab Foundation
Moderator:
Alan Murray, Editor, Fortune
Introduction:
Steven Knapp, President, The George Washington University
Hosted by The George Washington University School of Business

12:15 PM PRELIMINARY SESSION

ROUNDTABLE LUNCHEON: RETHINKING THE BOARD’S ROLE IN THE DIGITAL AGE
Pavilion Room
New technologies and business models have forced many companies to adapt or be swept aside. Yet, despite these disruptions, the role of the board has not evolved at the same pace. This session, hosted by McKinsey Digital, will explore how to reinvent the board to generate maximum value from digital at every level of your organization.
Hosted by McKinsey & Company
Panelists:
Hubert Joly, Chairman and CEO, Best Buy
Gavin Patterson, Chief Executive Officer, BT Group plc
Hugo Sarrazin, Director; Global Leader, McKinsey Digital Labs, McKinsey & Company
Moderator:
Rik Kirkland, Partner and Director of Publishing, McKinsey & Company

3:00 PM OPENING PLENARY: WINNING IN THE DISRUPTIVE CENTURY

The very logic of the corporation is being reshaped by technology. Workers are becoming entrepreneurs, supply chains are becoming marketplaces, innovation is being crowdsourced, and rapidly growing, new platforms are not only enriching their owners but empowering users. In this opening session, we’ll begin to explore the enormous ramifications of these accelerating trends.
Panelists:
Ginni Rometty, Chairman, President, and CEO, IBM
John Stumpf, Chairman, President and CEO, Wells Fargo & Co.
Moderator:
Alan Murray, Fortune

3:40 PM HOW CONNECTED DEVICES ARE CHANGING EVERYTHING

With more than 25 billion devices expected to be connected by 2020, new ecosystems are being created, and humans and machines are collaborating in ways never seen or imagined. How can companies best leverage both the devices themselves and the data they produce?
Panelists:
John Chambers, Executive Chairman, Cisco
Gavin Patterson, Chief Executive Officer, BT Group plc
Yang Yuanqing, Chairman and CEO, Lenovo
Moderator:
Adam Lashinsky, Assistant Managing Editor and Co-chair, Fortune Global Forum, Fortune

4:15 PM UNDERSTANDING THE NEW ENERGY EQUATION

The global energy equation is being rapidly reshaped by new economic forces, technological advances, bold new opportunities for energy efficiency, changing patterns of demand, and a shifting climate change agenda. This session will illuminate the unfolding trends and explore the profound implications of these changes for companies, economies, and society.

Panelist:
California Governor Edmund G. Brown, Jr.
John Browne
, Lord Browne of Madingley, Executive Chairman, L1 Energy
Moderator:
Brian O’Keefe, International Editor and Co-chair, Brainstorm E, Fortune

4:40 PM CYBERSECURITY: PRACTICAL ADVICE FOR CEOs

These days, a hacker attack can start and end in a matter of minutes, often before your company has any idea it happened in the first place. These attacks, however, can have long-lasting effects. Every company needs the best possible cybersecurity incident response team, but it also needs the best possible preventive system to stop an attack before it starts. What’s the latest and how does your company need to prepare for the when, not the if?
Panelists:
Orion Hindawi, Co-founder, President, and CTO, Tanium
Kevin Mandia, Senior Vice President and COO, FireEye
Moderator:
Nina Easton, Washington Columnist, Senior Editor, and Chair, Most Powerful Women International, Fortune

5:05 PM SPOTLIGHT: THE THERANOS STORY

Speaker:
Elizabeth Holmes, Founder and CEO, Theranos
Interviewer:
Alan Murray, Fortune

5:20 PM Life 2.0

As biology and big data converge, the world of medicine is being transformed by disruptive new technologies. Leaders at the forefront of the medical revolution will explore the important new opportunities that are expected to extend the length and improve the quality of your life.

Panelists:
David Agus, MD, Professor of Medicine and Engineering; Director, USC Center for Applied Molecular Medicine, University of Southern California
J. Craig Venter, Ph.D. Co-founder, Executive Chairman and CEO, Human Longevity Inc.
Moderator:
Clifton Leaf, Deputy Editor, Fortune

6:00 PM TRANSPORTATION TO WELCOME RECEPTION & DINNER

6:30 PM RECEPTION

7:30 PM–9:30 PM OPENING DINNER

High on the headlands above the Golden Gate—where the Pacific Ocean spills into San Francisco Bay—stands the California Palace of the Legion of Honor, one of San Francisco’s most beautiful museums. Participants will enjoy a spectacular dinner at which we will honor Fortune’s Business People of the Year and engage in conversation with one of the most respected leaders in business: Google Co-founder and Alphabet Inc. CEO Larry Page.
Speaker:
Larry Page, CEO and Co-founder, Alphabet Inc.
Moderator:
Alan Murray, Fortune
Co-hosted by Make in India

Tuesday, November 3, 2015

7:30 AM BREAKFAST ROUNDTABLES

TRANSFORMATIVE TRANSACTIONS: BREAKUPS, SPIN-OFFS, AND M&A
This year has seen an increase in the number of high-profile corporate spin-offs and other forms of restructuring. Some say two companies are better than one when it comes to unlocking value and improving focus. But aren’t investors smart enough to properly value different businesses run by the same company? Aren’t good enough to run two different businesses at the same time? We’ll explore the options.
António Horta-Osório, Group Chief Executive, Lloyds Banking Group plc
Geoff Yang, Partner, Redpoint Ventures
Moderator:
Shawn Tully, Editor at Large, Fortune

INNOVATION AT SCALE
Global 500 companies seek ways to be nimble and innovative, harnessing the power of scale without the perils of bureaucracy. What can these giants learn from startups and disrupters?
Panelists:
Deborah C. Hopkins, CEO, Citi Ventures and Chief Innovation Officer, Citigroup, Inc.
Dinesh Paliwal, Chairman, President and CEO, HARMAN International
Gary Pinkus, Managing Partner, McKinsey & Company
Eric Ries, Author, The Lean Start Up
Moderator:
Jennifer Reingold, Senior Editor and Co-chair, Most Powerful Women Summit, Fortune
Introduction:
Chenyang Xu, General Manager, Technology to Business, Berkeley, Siemens Corp.
Technology and Innovation Track, hosted by Siemens

CEO LEADERSHIP SKILLS FOR THE DISRUPTIVE CENTURY
Start by accepting that you’re leading a workforce with completely different expectations, and you’re operating in a world of ultra-transparency, at a time when decisions need to be made with unprecedented speed. What skill sets do today’s CEOs need to master?
Panelists:
David Gilboa, Co-founder and Co-CEO, Warby Parker
Denise Ramos, CEO and President, ITT
Mike Ullman, Executive Chairman, JCPenney
Keith Yamashita, Founder and Chairman, SY Partners
Moderator:
Ram Charan, Author and Consultant, Charan Associates
21st-century Company Track, hosted by Insigniam 

INTELLIGENT MANUFACTURING
Traditional manufacturing methods are being supplanted by technology-enabled approaches. These new systems are dramatically improving productivity, changing the nature of supply chains, and disrupting industries on a global basis. Significant trends include the Internet of Things, the continuing improvement in artificial intelligence, and other new technologies such as 3D printing. This session will explore the manufacturing revolution and put the spotlight on future trends and their implications for global business.
Panelists:
Maximilian Conze, Chief Executive Officer, Dyson Limited
Joseph M. DeSimone, CEO and Co-founder, Carbon3D
Helmuth Ludwig, Executive Vice President, Digital Enterprise Realization and Chief Manufacturing Officer, Siemens Corp.
Mike McNamara, Chief Executive Officer, Flex
Jerome A. Peribere, President and CEO, Sealed Air
Moderator:
Brian O’Keefe, Fortune
Introduction:
Amitabh Kant, Secretary, Department of Industrial Policy and Promotion, Ministry of Commerce and Industry, Government of India
Intelligent Manufacturing Track, hosted by Make in India

RETHINKING HEALTHCARE
Every company faces challenges when thinking about healthcare; it affects employees and their families, the bottom line, the public perception, and the well-being of society. Hear from some of the world’s most innovative and breakthrough companies and leaders as they share what’s ahead for the long term.
Panelists:
Martine Rothblatt, Chairman and Co-CEO, United Therapeutics
Bernard Tyson, Chief Executive Officer, Kaiser Permanente
Erez Vigodman, President and CEO, Teva Pharmaceutical
Moderator:
Clifton Leaf, Fortune
Introduction:
Shideh Bina, Founding Partner, Insigniam
21st-Century Company Track, hosted by Insigniam

8:45 AM THE ALGORITHMIC CEO

In this session, two leading management experts will facilitate an interactive discussion of the issues and challenges facing CEOs.
Session leaders:
Ram Charan, Author and Consultant, Charan Associates
Geoff Colvin, Senior Editor-at-Large, Fortune

9:05 AM SPOTLIGHT: JUST REWARDS

Paul Tudor Jones, one of the world’s most successful investors and the founder of the Robin Hood Foundation, will discuss his campaign and the research behind it to better understand public perceptions of corporate America and to incentivize and reward “just” business leadership.
Speaker:
Paul Tudor Jones, Chief Investment Officer and Co-Chairman, Tudor Investment

9:15 AM BUILDING STRATEGY AROUND PURPOSE

In some companies, corporate social responsibility is a PR exercise that ebbs and flows with the seasons. This session will highlight companies that capture, cultivate, and celebrate core values to drive business results. We’ll explore ways that purpose-driven leadership can deepen employee and customer loyalty, stimulate innovation, and build companies that excel for the long term.
Panelists:
Chip Bergh, President and CEO, Levi Strauss
Mark Bertolini, Chairman and CEO, Aetna
Walt Bettinger, President and CEO, Charles Schwab
Moderator:
Pattie Sellers, Assistant Managing Editor, Fortune; Executive Director, MPW/Live Content, Time Inc.

9:50 AM SPOTLIGHT: BOLD

XPRIZE CEO Peter Diamandis will discuss the exponential technologies that are disrupting markets and enabling upstart entrepreneurs to “dream big” in order to unlock innovation, launch radical breakthroughs and drive social change faster than ever before.
Speaker:
Peter Diamandis, Chairman and CEO, XPRIZE Foundation

10:00 AM THE NOW AND FUTURE OF MOBILE

The mobile revolution is changing the world, altering the way people communicate, purchase, learn, consume news, connect with friends and loved ones, participate in politics, and live their daily lives. Two of the world’s best experts will explore the enormous implications of these changes for companies.
Panelists:
Marc Andreessen, Co-founder and Partner, Andreessen Horowitz
Sheryl Sandberg, Chief Operating Officer, Facebook
Moderator:
Alan Murray, Fortune

10:45 AM SESSION BREAK

11:10 AM CENTURIES OF INNOVATION

Three CEOs from 100-year-old companies will discuss what it takes to stay on top for the long term, how to make scale and tradition assets rather than impediments, and what they are doing to ensure that the legacy they leave is even more robust than the one they inherited.
Panelists:
Marillyn Hewson, Chairman, President and CEO, Lockheed Martin
Joe Kaeser, President and CEO, Siemens AG
Denise Morrison, President and CEO, Campbell Soup Co.
Moderator:
Geoff Colvin, Fortune

11:55 AM EMERGING MARKETS

Although the emerging markets are experiencing significant headwinds, important immediate pockets of opportunity remain. The deep-current trends are even more compelling, including the dramatic rise in a global middle class that has a growing appetite for upper-end products and services. Is your company ready and positioned?
Panelists:
Dominic Barton, Global Managing Director, McKinsey & Company.
John Rice, Vice Chairman, GE
Smt. Nirmala Sitharaman, Minister of Commerce & Industry, Government of India
Moderator:
Nina Easton, Fortune

12:40 PM LUNCH

ROUNDTABLE LUNCH: MAXIMIZING THE INDIA OPPORTUNITY
Opening interview:
Smt. Nirmala Sitharaman, Minister of Commerce & Industry, Government of India
Commentary:
Joe Kaeser, President and CEO, Siemens AG
Jerome A. Peribere, President and CEO, Sealed Air Corp.
Dr. Naushad Forbes, President Designate, Confederation of Indian Industry (CII)
Dominic Barton, Global Managing Director, McKinsey & Company.
Mukesh Aghi, President, U.S. India Business Council
Ram Charan, Author and Consultant
Moderator:
Norman Pearlstine, Executive Vice President and Chief Content Officer, Time Inc.
Welcome:
Amitabh Kant, Secretary, Department of Industrial Policy and Promotion
Ministry of Commerce and Industry, Government of India

INFORMAL LUNCH

2:00 PM SWITCH BREAK

2:15 PM MEDIA AND TECHNOLOGY: FAST AND FURIOUS

Panelist:
Brian L. Roberts, Chairman and CEO, Comcast Corp.
Interviewer:
Adam Lashinsky, Fortune

2:40 PM LEADING THE 21ST CENTURY CORPORATION

With disruptive business models, increasingly complex product sets, and fast-moving global markets, corporate culture is more important than ever. The leaders of two of Silicon Valley’s most dynamic companies explain how they are leading in such critical times.
Panelist:
Marc Benioff, Founder, Chairman, and CEO, Salesforce
Marissa Mayer, President and CEO, Yahoo
Moderator:
Adam Lashinsky, Fortune

3:20 PM TAPPING INTO GROWTH: TOMORROW’S BIGGEST OPPORTUNITIES

Top venture capitalists, entrepreneurs, and big company leaders will outline tomorrow’s biggest opportunities for growth, exploring the reasons why certain sectors are poised to accelerate, who is best positioned to capture markets, and what barriers to entry must be overcome.
Panelists:
Beth Comstock, Vice Chair, GE
Ron Conway, Founder and Co-managing Partner, SV Angel
Renaud Laplanche, Chief Executive Officer, Lending Club
Moderator:
Geoff Colvin, Fortune

4:00 PM SESSION BREAK

4:15 PM CONCURRENT SESSIONS

NAVIGATING NEW ACTIVIST AND INSTITUTIONAL INVESTOR DYNAMICS
Individual activist investors are still making headlines. But increasingly, it’s the institutional investors and asset managers that are garnering more and more power, and these institutions own significant chunks of virtually every publicly traded company. What do you do when you are under attack?
Panelists:
Michelle Edkins, Managing Director, Global Head of Corporate Governance & Responsible Investment, BlackRock
Peter Michelsen, Partner, CamberView Partners, LLC
David Pyott, Former Chairman and CEO, Allergan
Moderator: Stephen Gandel, Senior Editor, Fortune

MILLENNIALS
Millennials will shape the next generation of our businesses on every level and by 2025, will comprise 75% of the workforce. What do companies have to do differently and what are the best ways to keep pace with them, their values, habits, and assumptions?
Panelists:
Joel Benenson, Chief Executive Officer, BSG
Roz Brewer, President and CEO, Sam’s Club
Julia Hartz, Co-founder and President, Eventbrite
Melissa Lavigne-Delville, Founder and CEO, Culture Co-Op
Tristan Walker, Founder and CEO, Walker Company Brands
Moderator:
Michal Lev-Ram, Senior Writer and Co-chair, MPW Next Gen and Brainstorm TECH, Fortune

BIG FOOD, BIG CHANGES
Shoppers around the world are changing their buying habits when it comes to food, so much that the major packaged food companies lost $4 billion in market share in 2014. And one in nine people on the earth don’t have enough food to lead an active, healthy life. Major food companies, technology upstarts, agricultural giants, relief organizations, and population-watchers all have something at stake.
Panelists:
Ilene Gordon, Chairman, President, and CEO, Ingredion
Hugh Grant, Chairman and CEO, Monsanto
Rajiv Shah, former Administrator, AID; Distinguished Fellow, Georgetown School of Foreign Service
Moderator:
Beth Kowitt, Senior Writer and Co-chair, MPW Next Gen, Fortune

VIRTUAL REALITY: CLOSER THAN YOU THINK
Virtual reality will soon take off in a big way, with uses that go well beyond gaming as other industries take advantage of the mind-bending technology. Media and entertainment, training, and marketing applications are being tested at scale. In this hands-on session, you’ll hear from experts and have an opportunity to try out the latest gear for yourself.
Panelists:
Arthur van Hoff, Co-founder and CEO, Jaunt
Ramzi Haidamus, President, Nokia Technologies
Jaci Hays, Head of Global Brand Partnerships, GoPro
Moderator:
Adam Lashinsky, Fortune

5:15 PM SESSIONS CONCLUDE

6:15 PM TRANSPORTATION TO PRIVATE HOME DINNERS

7:15 PM DINNER IN PRIVATE HOMES

One of the highlights of the Global Forum is the opportunity to separate into small groups and dine in one of the Bay Area’s most notable private homes. These intimate dinners will be hosted by local leaders, with spouses invited to join participants for this special evening.

9:30 PM RETURN TO HOTEL

Wednesday, November 4, 2015

7:45 AM BREAKFAST ROUNDTABLES

DIGITAL CURRENCY: THE NOW AND FUTURE OF MONEY
Cryptocurrency, blockchain, fully digital banks, Bitcoin, and other Fintech applications have huge implications for investors, governments, banks, and companies. Will these new financial tools ultimately create a financial system without a middleman? Will they bring billions of “unbanked” individuals into the global economy?
Panelists:
Brian Forde, Director of Digital Currency, MIT Media Lab
Karl-Theodor zu Guttenberg, Former Minister of Defence and Federal Minister of Economics and Technology, Germany
Bill Tai, Venture Capitalist and Angel Investor; Co-founder, MaiTai Global
Moderator:
Shawn Tully, Editor at Large, Fortune

BUILDING THE WORLD’S URBAN INFRASTRUCTURE
With more than half of the world’s population now living in cities, and megacities being constructed across the globe, the need to improve approaches to building infrastructure has never been more important. Sustainable urbanization is one of the defining challenges of the 21st century: getting it right is crucial. Experts and builders will highlight best practices and identify pathways to overcoming the key challenges.
Panelists:
Brendan Bechtel, President and COO, Bechtel
Jacqueline Hinman, Chairman and CEO, CH2M
Victor Chu, Chairman, First Eastern Investment Group
Moderator:
Judith Rodin, President, The Rockefeller Foundation; President Emerita, University of Pennsylvania
Technology and Innovation Track, hosted by Siemens

AUTOMATION, JOBS, AND THE FUTURE OF WORK
Technology increasingly substitutes for labor across the spectrum of skills. We’ll discuss what this change means for the global economy, employees, society, workers, and policy.
Panelists:
Martin Ford, Author, The Rise of the Robots: Technology and the Rise of the Humanless Future
Ken Goldberg, Professor of Engineering and Director, People and Robots Initiative, University of California, Berkeley
Rajan R. Navani, Vice Chairman and Managing Director, Jetline Group of Companies
Moderator:
Geoff Colvin, Fortune
Intelligent Manufacturing Track, hosted by Make in India

DIGITAL LEARNING: TECH MEETS EDUCATION
New technologies are emerging that will reshape the way your workforce is prepared and retrained in the disruptive economy. We’ll cut through the hype to discuss the realities of overcoming entrenched obstacles, the scale and likely timing of the coming changes, and how best to prepare.

Panelists:
Alan Arkatov, Katzman/Ernst Chair in Educational Entrepreneurship, Technology, and Innovation, Rossier School of Education, USC
Daphne Koller, President and Co-founder, Coursera
Dennis Yang, Chief Executive Officer, Udemy
Moderator:
Susanna Schrobsdorff, Assistant Managing Editor, TIME

8:45 AM SWITCH BREAK

9:00 AM NAVIGATING GLOBAL VOLATILITY

As the European Union lurches from crisis to crisis, and a massive new wave of refugees stream across borders, it’s hard to find reasons for optimism. But for multinational companies, Europe is too important to write off. This session will explore both the risks and the opportunities.
Panelists:
Ian Bremmer, President and Founder, Eurasia Group
Mohamed El-Erian, Chief Economic Advisor, Allianz SE
Karl-Theodor zu Guttenberg, Former Minister of Defence and Federal Minister of Economics and Technology, Germany
Moderator:
Geoff Colvin, Fortune

9:45 AM SPOTLIGHT: THE END OF POWER

Moisés Naím, an internationally syndicated columnist and bestselling author, illuminates the struggle between once-dominant megaplayers and the new micropowers challenging them in every field of human endeavor.
Speaker:
Moisés Naím, Author, The End of Power
Moderator:
Alan Murray, Fortune

10:05 AM THE ART OF LEADERSHIP: FIGHTING THE WORTHY FIGHT

Speaker:
Leon Panetta, Former U.S. Secretary of Defense
Moderator:
Nina Easton, Fortune

10:35 AM REFRESHMENT BREAK

11:00 AM SHARING DISRUPTION: ARE YOU NEXT?

Less than eight years ago, hospitality leaders could not have imagined that three young guys in San Francisco were selling breakfast cereals to finance the launch of a company that today offers millions of sleeping rooms and has turned their industry inside out.
Speaker:
Brian Chesky, Co-founder and CEO, Airbnb
Interviewer:
Leigh Gallagher, Assistant Managing Editor and Co-chair, MPW Summit and MPW Next Gen; Host, Fortune Live, Fortune

11:20 AM THE DECADE AHEAD

Since ascending to the CEO job at JPMorgan Chase & Co. ten years ago, Jamie Dimon has powered through the financial crisis and grown the company’s stock by more than 60%at a time when the S&P Financials index declined by more than 20%. In this closing session, he’ll discuss lessons learned along the way and how banking has changed since the financial crisis
Speaker:
Jamie Dimon, Chairman and CEO, JPMorgan Chase & Co.
Interviewer: Alan Murray, Fortune

12:00 PM ADJOURN