The Conscious Capitalism, Inc. Board of Directors sets the strategic direction for the organization and overall “tone” for the organization. Most of the current members of the Board have been directly involved in the Conscious Capitalism movement and they have all been engaged in the practice of Conscious Capitalism–whether they initially called it that or not–for decades. Download CCI’s 2016 Annual Report here.
Alexander is CEO of Conscious Capitalism, Inc., a US-based organization dedicated to elevating humanity by improving the practice and perception of business. Alexander became CEO of Conscious Capitalism in July, 2017, after serving 15 months as co-CEO alongside Doug Rauch. Alexander joined Conscious Capitalism with experience in the nonprofit, for-profit, and academic fields.
Most recently before joining Conscious Capitalism, Alexander served as co-founder and president of Students For Liberty, a nonprofit organization that teaches the principles of a free society to young people and empowers them to make a difference in their communities; in Alexander’s last year as president, Students For Liberty was operating in over 100 countries, included nearly 2,000 student groups, organized 100 conferences for 20,000 participants, and trained over 1,500 volunteer leaders.
Alexander graduated from the University of Pennsylvania in 2008 with a BA in philosophy and economics and a MA in philosophy. He began a PhD program in philosophy at Georgetown University with the intention of becoming a professor, but ended with a Master’s degree when it became apparent that his principal interests lay outside the Ivory Tower. During undergraduate and graduate schools, Alexander simultaneously started and assisted in starting several other businesses in both the for profit and nonprofit realms ranging from introducing high school debate programs to underserved youth in Philadelphia to providing low-cost travel planning to businesses.
Email: alexander @ consciouscapitalism.org
Miki Agrawal (www.mikiagrawal.com) is a serial social entrepreneur. She was the recipient of The Tribeca Film Festival’s “Disruptive Innovation Award”, she was named “2017 Young Global Leader by World Economic Forum”, “Social Entrepreneur of the Year” by the World Technology Summit, she was one of INC Magazine’s “Most Impressive Women Entrepreneurs of 2016”, Forbes’ “Top 20 Millennials on a Mission”, and made the cover of Entrepreneur Magazine in 2016.
She is the founder of the acclaimed farm-to-table, alternative pizza concept called WILD (www.eatdrinkwild.com) with 3 locations in New York City, one in Guatemala and more on the way.
She co-founded THINX (www.shethinx.com), a high-tech, period-proof underwear brand and led the company as CEO to Fast Company’s Most Innovative Companies of 2017, helping tens of millions of women period better. She also co-founded Icon, a high-tech pee-proof underwear brand that helps women manage light bladder leakage.
She most recently founded TUSHY (www.hellotushy.com), a company that is revolutionizing the American toilet category with a modern, affordable, designer bidet attachment that both upgrades human health & hygiene as well as the environment from wasteful toilet paper consumption. She and her team are also helping fight the global sanitation crisis by bringing clean latrines to underserved communities in India through their partnership with Samagra.
Harper Collins published her first book entitled “DO COOL SH*T” on entrepreneurship and lifestyle design and Hay House is publishing her second book “Disrupt-Her” coming out in the fall of 2018.
Miki is an identical twin, half-Japanese, half-Indian French Canadian, former professional soccer player, graduate of Cornell University and proud new mama of Hiro Happy.
I’m the co-CEO and Managing Partner of BRIDGE, a global consulting and leadership firm, with over 30 years of experience working as a trusted business advisor; from Fortune 20 to entrepreneurial, owner managed businesses, across the globe.
A former Principal at Booz, Allen and Hamilton in New York and Tokyo, I have subsequently worked closely
with David Norton and Bob Kaplan on the Balanced Scorecard and with Bill George (author of “Authentic
Leadership” and “True North”) on executive programs at HBS. I have helped develop and grow two start-up consulting firms; I serve as the Chair of the Board for Syntrio Inc., a company focused on training for HR compliance and ethics issues.
I have been a with Conscious Capitalism as Trustee and co-founder from the beginning, and I am the co-author
of “The Conscious Capitalism Field Guide” from Harvard Business Press.
The focus of my work at BRIDGE is the evolution of leaders and their organizations to do well and do good. I’m passionate about coaching and catalysing leaders and their top teams to bring organisational purpose to life and
support them in developing purpose-led strategies to ensure sustainable longer-term success. I help leaders begin and define their journeys to becoming conscious capitalist organizations.
I’m a graduate of Magdalen College, Oxford University, England in PPE and the University of Southern California where I received an honors degree in interdisciplinary studies- Psychology, Biology and Philosophy.
Fabienne and I commute between Boston and London, and I’m a proud father and step father to five young adults. When not at work, I enjoy going to the theatre in London, hiking, and staying fit and well in the fullest sense of the word.
My purpose is to catalyse and coach leaders and organizations to accelerate the journey to becoming great organizations and to be as human as the people who work in them.
Years ago, while working on a Senatorial campaign, Brian Schultz stopped into a combined movie theater and restaurant for a brief respite and immediately found his future business. Realizing how revolutionary this combination was, and how he could do a much better job of it, Schultz would go on to found Studio Movie Grill. Today, Schultz’s company makes $200 million a year through 24 theater-restaurants in 10 states. True to the philosophy of conscious capitalism, all the way Schultz has emphasized that “the more you give, the more you get.”
His company’s slogan, “Opening hearts and minds, one story at a time,” also reflects his stakeholder-centric vision. Schultz himself has elaborated that “Studio Movie Grill is a conscious, purpose-driven company” that serves five primary stakeholders “guests, community, vendors, team members, and investors.”
Towards that end, Schultz has tailored all of his locations towards providing the best customer experience, including initially fighting several years for the right to show first run movies. All of his theaters are equipped with the latest in surround sound, have highly-rated menus, and feature bar lounges for those who just want to eat or want a place to be before or after a show. He is also constantly experimenting, finding new ways to help customers have a good time such as bringing in live musicians or DJs.
A believer in paying his workers their fair due, Schultz also has a policy to ensure most of his workers get topped up to a $15 an hour minimum. Providing competitive wages and comprehensive training helps his employees perform well and his business keep its edge.
In addition, Studio Movie Grill, as well as Schultz himself, regularly donates and partners with nonprofits. Organizations can request support directly from SMG on their website, but the company also provides many specific events to help various causes. Examples include donating 10% of all proceeds to Houston’s hurricane relief efforts, an annual Red Balloon Ride and Run for the Children’s Medical Center, and fundraisers for the Children’s Heart Center.
SMG also provides specific showings for families who have children with special needs, events to collect prom dresses for the underprivileged, an annual drive for Autism Speaks, and many other causes. Schultz and his wife both serve on the board of Dallas’ Children’s Medical Center and founded Children’s Trust, which aims to help kids who are struggling with difficult circumstances.
I deeply believe the most valuable currency in today’s workplace is meaningful work, not just a paycheck. In April of 2000, I became a founding member of a job board called Jobing.com. Over an 11-year period, I helped build the company from 5 employees and a few thousand dollars in revenue to nearly 400 employees and $38M in revenue – the secret to our success was hiring people who aligned to our purpose and values. I consulted with nearly a thousand employers on their employment brand, employee value proposition, and employment advertising strategies. Through this experience, I saw first-hand the power of values, the power of culture, and the power of unwavering purpose – when done right, it was the ultimate competitive advantage.
I started Y Scouts with the belief that today’s leaders must authentically connect to the purpose and values of the organizations they lead. If disconnected, the strength of their experience (i.e. their resume) will only compensate for so long. With more than 70% of the workforce unhappy with their work experience, and the associated half trillion loss in productivity this disconnect yields (not to mention the host of additional ripple effects), there has never been a more critical time to re-examine how we find and connect the right leaders with the right companies.
I joined the board of Conscious Capitalism in January of 2016 to more fully engage with other leaders who are making a meaningful difference. When I’m not focused on transforming how people and companies connect to work that matters, you will find me spending time with my wonderful wife of 17 years and 2 gorgeous daughters. I’m also guilty of spending my free time learning to play guitar, perfecting my Texas hold ’em skills, and traveling to see my favorites musicians and bands.
Cheryl Rosner recently founded Stayful.com serving the Boutique and Independent Hotel community.
Prior to Stayful, Rosner was a Strategic Coach for Startup Founders and CEO’s and Strategic Advisor to BuyWithMe. Prior, Rosner served at President and CEO of TicketsNow, the world’s largest independent online marketplace for premium event tickets. Rosner led the Company to the successful sale to Ticketmaster in 2008.
Before joining TicketsNow, Cheryl was President of Expedia Corporate Travel and from 1999 to 2005, Rosner led Hotels.com to success in various roles becoming President in 2003, including achievements such as participating in the successful IPO in 2000 and creating and launching the popular Hotels.com brand.
In 2004, Business Travel News named Rosner one of the “25 Most Influential People in Travel”. Prior to 1999 Rosner held various positions in the hotel industry with companies such as Kimpton Group, Ian Schrager Hotels and Four Seasons.
A deep love of travel and hotels inspired Stayful.com.
Curtis A. Hite, CEO and Chairman of Improving Holdings, LLC.
(Improving) graduated from Texas A&M University in 1994 with a B.S. and M.S. in computer science. In early 2007, Curtis was one of several leaders who established the Blue Ocean Group, which acquired a small training company called Improving Enterprises and adopted the Improving name.
In 2007 Since then, Improving has been recognized by the Inc 500/5000 as one of the fastest growing private companies in the United States for 9 consecutive years. Furthermore, the company has received more than 30 recognitions as one of the best place work in the US by Inc Magazine, Columbus Business First, Texas Monthly, and the Minneapolis Business Journal. In addition, Curtis was a founding member of the North Texas Chapter of YPO in 2003 and also a member of the Columbus Chapter since 2015.
In 2007 Curtis was honored by the Department of Computer Science as
a CSE Distinguished Former Student and later in 2013 he received the
inaugural Outstanding Early Professional Achievement Alumni Honor
Award from the Dwight Look College of Engineering.
David Gardner is the Co-Founder and Chief Rule Breaker at The Motley Fool, a financial services company he started in 1993 alongside his brother, Tom. In Shakespeare, the court jester—or Fool—was the one person who could speak the truth to the king or queen without having his head lopped off. In the same way, The Motley Fool’s purpose is to help the world invest better by speaking the truth about Wall Street and empowering millions of people to take control of their financial lives.
Not only is The Motley Fool on a mission to help the world invest better, we also believe in helping the world work better. With an unyielding focus on workplace culture and employee engagement, The Motley Fool has twice been named Glassdoor’s #1 Best Medium-Sized Company to Work For in America.
David graduated as a Morehead-Cain Scholar from the University of North Carolina at Chapel Hill in 1988 and is a recipient of UNC’s prestigious “Distinguished Young Alumni Award.” He served on the Individual Investor Advisory Committee of the New York Stock Exchange for 15 years and the prestigious Folger Shakespeare Library for 10 years.
Dev Patnaik is the CEO of Jump Associates, a strategy and innovation firm. Jump helps companies create new businesses and reinvent existing ones. Jump works with some of the world’s most admired companies, including GE, Nike, Target and Virgin.
Jump has helped companies to define profitable growth platforms in highly ambiguous spaces, and build the systems, processes and metrics to make these platforms a reality. In recent years, Jump has become particularly well-known for its pioneering culture. Jump was named by the Wall Street Journal as one of the best places to work in America.
Dev is a frequent speaker at business forums and his articles have appeared in numerous publications, including BusinessWeek, Forbes, and Fast Company. He is also the author of the book Wired to Care: how companies prosper when they create widespread empathy. It was named one of the best books of the year by both Fast Company and Business Week. Noted author Malcolm Gladwell called Wired to Care “just what we need for the lean years ahead.”
His forthcoming book, Unleash, is a playbook for leaders trying to grow their businesses in times of extreme change.
When he’s not working at Jump, Dev is an adjunct professor at Stanford University, where he teaches a course called Needfinding. In the class, students draw upon methods from anthropology, design and business strategy to discover insights about ordinary people and create new products and services.
Doug Levy’s passion is leading companies that change things. He is Founder and CEO of sharing economy start-up, TapGoods, and Cloud management leader, Technology Spa. He’s also co-author of Can’t Buy Me Like: How Authentic Customer Connections Drive Superior Results.
Doug’s start-up, TapGoods, enables people to rent what they need and return it when they’re done — savings lots of money and space — or earn some easy money by renting out what they’re not using. TapGoods helps its users get more use out of the goods that so often sit idle in garages, storage closets and attics.
Technology Spa supports its clients in fully leveraging the benefits of the private, public, and hybrid Cloud. We help clients plan for, move to, and operate in Cloud environments that maximize the potential of business systems for uptime, cost savings, and, perhaps most importantly, peace of mind – hence, our company name, Technology Spa.
Doug serves as co-Chairman of the Board of Conscious Capitalism, Inc., and chair of the organization’s annual CEO Summit.
Doug spent 31 years with Trader Joe’s Company, the last 14 years as a President, helping grow the business from a small, nine-store chain in Southern California, to a nationally acclaimed retail success story. He developed their prized buying philosophy, created their unique private label food program, and wrote and executed the Business Plan for expanding Trader Joe’s nationally. He graduated from Trader Joe’s in 2008.
Doug is also the Founder/President of Daily Table, an innovative non-profit retail solution tackling the issue of hunger/obesity by utilizing the excess, high quality, nutritious food that would otherwise be wasted. Daily Table offers tasty, nutritious grab-n-go meals and groceries at affordable prices to the food insecure (49 million Americans) in our inner cities in a manner that delivers dignity and economic sustainability.
He received his Executive M.B.A. from the Peter Drucker School of Management, Claremont University, where he won several honorary awards including the Early Career Outstanding Entrepreneur Award from Peter Drucker.
Doug is co-CEO of Conscious Capitalism, Inc.; Trustee at Olin College of Engineering; Board of Overseers at WBUR; and serves on the board of several for-profit and non-profit companies.
Greg Massey, a native of Durant, OK, is the President and CEO of First United Bank & Trust Company, a
$6 billion dollar financial services organization operating in 62 communities throughout Oklahoma and
Texas. First United delivers to over 200,000 customers through a network of community banks,
mortgage offices, insurance agencies and wealth management locations.
First United is a purpose based community bank organization that inspires and empowers others to
spend life wisely. First United’s strategy consists of creating a phenomenal customer and employee
experience by empowering our people to SERVE. The integration of each business unit has allowed First
United to grow and expand with consistency and high-quality customers and employees.
Greg serves as the Chairman of the Durant Industrial Authority and as Board Member of the Conscious
Capitalism organization, the Oklahoma State Chamber of Commerce and Imagine Durant. He is also an
active member of the YPO Gold and of Victory Life Church.
In 2008, Ernst & Young named Greg their Southwest Region Entrepreneur of the Year, Oklahoma State
University has recognized him as a Distinguished Alumni and the Spears School of Business recognized
him as Top 100 Graduate and inducted him into the Business School Hall of Fame.
Greg holds a Bachelor’s degree in Finance from Oklahoma State University (1987) and is a graduate of
the Southwestern Graduate School of Banking (1993). Greg and his wife, Kay, make their home in Durant
and have three children, Blake, Brooke, and Corbin.
James D. White is the Executive Chairman at Bradshaw International and the former Chairman, President and CEO of Jamba Juice, a leading global healthy lifestyle brand. Prior to his tenure at Jamba Mr. White held executive and management positions at Fortune 500 companies including Safeway Stores, the Gillette Company, Nestle-Purina, and Coca-Cola, during a career spanning over 30 years. In addition to Bradshaw International he currently serves on the boards of Callidus Cloud, Adtalem Global Education, and Panera Bread. He previously served on the boards of Daymon Worldwide, Hillshire Brands and Keane Inc. His non-profit board experience includes Directors Academy, where he also is a founding member and Board Chairman, Conscious Capitalism, Inc., and JUMA Ventures. He previously served on the boards of the NASDAQ Entrepreneurial Center, GenYouth Foundation and the Network of Executive Women.
James is a passionate champion for diversity and inclusion and has been recognized with numerous awards including the American Heart Association Corporate Citizen Award (2014), and Junior Achievement’s Northern California Lifetime Achievement Award (2013). In 2010 the San Francisco Business Times named Mr. White as the Bay Area’s Most Admired CEO.
John Mackey, co-founder and CEO of Whole Foods Market, has led the natural and organic grocer to a $13 billion Fortune 500 company. With more than 370 stores and 80,000 Team Members in three countries, the company has been named by Fortune magazine as a “Best Company to Work For” for 16 consecutive years and the Number One Most Admired Food and Drug Store Company in the World in 2012.
While devoting his career helping shoppers satisfy their lifestyle needs with quality natural and organic foods, Mackey has also focused on building a more conscious way of doing business. He was the visionary for the Whole Planet Foundation to help end poverty in developing nations, the Local Producer Loan Program to help local food producers expand their businesses, The Global Animal Partnership’s rating scale for humane farm animal treatment, and the Health Starts Here initiative to promote health and wellness.
Mackey has been recognized as Ernst&Young’s “Entrepreneur of the Year Overall Winner for the United States,” Institutional Investor’s “Best CEO in America,” Barron’s “World’s Best CEO,” MarketWatch’s “CEO of the Year,” FORTUNE’s “Businessperson of the Year,” and Esquire’s “Most Inspiring CEO.”
A strong believer in free market principles, Mackey co-founded the Conscious Capitalism Movement (https://consciouscapitalism.org/) and co-authored a New York Times and Wall Street Journal best-selling book entitled Conscious Capitalism, Liberating the Heroic Spirit of Business to boldly defend and re-imagine capitalism, and encourage a way of doing business that is grounded in ethical consciousness.
Mackey cut his pay to $1 in 2006 and continues to work for Whole Foods Market out of a passion to see the business realize its potential for deeper purpose, for the joy of leading a great company, and to answer the call to service he feels in his heart.
Ms. Karen E. Sammon has been Chief of Staff & Strategy at PAR Technology Corporation since April 12, 2017. She served as Chief Executive Officer and President of PAR Technology Corporation since January 1, 2016 until April 12, 2017.
Ms. Sammon served as the President of ParTech Inc. from April 8, 2013 to January 1, 2016. She served as President of Par Restaurant and Retail. She rejoined PAR from The CBORD Group, Inc. Ms. Sammon served as Senior Vice President of Operations of The CBORD Group, Inc., since October 2010 and was responsible for operations supporting its card systems, housing systems, food and nutrition management solutions and integrated security product lines.
She served as the President of Software Solutions Division – ParTech Inc., a subsidiary of PAR Technology Corp. since 2007. Ms. Sammon served as the President of Par-Siva Corporation a subsidiary of PAR Technology Corp. since 2007. She served as the Chief Product and Strategy Officer of PAR Software Solutions Division- ParTech Inc. and served as its Corporate Counsel/Director of Investor Relations. She serves on the FS TEC Advisory Board. She serves as a Director of Penn State University’s School of Hospitality, as well as the “Real World“ Program at Colgate University’s Technology Strategies for the Hospitality Industry. She served as Director at PAR Technology Corporation from January 1, 2016 to April 12, 2017. She is a lawyer by education and is admitted by the bar in the states of Illinois and New York. Ms. Sammon received BA in History from Colgate University, followed by her Juris Doctorate from the University of Cincinnati, as well as an Executive Education degree from Harvard Business School.
Under Tindell’s leadership, The Container Store — the original storage and organization store — opened its doors in Dallas, in 1978. Today, the company has stores across the country with over 11,000 storage and organization solutions designed to save space and time, coupled with a full suite of digital shopping services.
Over the years, the company has been lauded for its focus on its original concept, differentiated inventory mix and commitment to employees as the formula for its success. But for Tindell, the goal was never growth for growth’s sake; rather, it was to adhere to the company’s seven, values-based Foundation Principles™, as well as the tenets of Conscious Capitalism®. These business philosophies guide decisions for The Container Store’s entire interdependent set of stakeholders, starting with employees and including customers, vendors, the community and shareholders. Tindell’s commitment to its employees has landed The Container Store on Fortunemagazine’s list of “100 Best Companies to Work For” year after year for nearly two decades.
As Chairman, Tindell focuses on strengthening the company’s employee-first culture, vendor relationships, and elevating The Container Store as a beacon for good business. Tindell’s book, UNCONTAINABLE: How Passion, Commitment, and Conscious Capitalism Built a Business Where Everyone Thrives, discusses the retailer’s unique approach to business and culture.
Tindell is the Chairman of the National Retail Federation, and serves on the boards of Whole Foods Market, Akola Project and Conscious Capitalism, Inc.– a movement led by a community of like-minded business, thought and academic leaders working to elevate humanity through a conscious approach to business.
Steve Hall is founder and CEO of driversselect, a purpose based retailer of nearly new vehicles based on the principles of Conscious Capitalism—conscious leadership, conscious culture, leading with a higher purpose and having a focus on creating value for all stakeholders. Hall believes driversselect is a platform that will serve as an exemplar for how businesses can scale and achieve sustainable profits through a culture of CARE. The “culture of care” model is based on a concept of creating value for each key stakeholder in order to generate unprecedented levels of loyalty from employees, suppliers, customers and local communities. driversselect is a privately held with revenues exceeding $170M and projected to sell over 10,000 vehicles in 2017.
Hall also serves as the Chairman of the National Automotive Finance Association, a board member of YPO (Young Presidents Organization) and is active in helping promote the tenets of Conscious Capitalism.
Steve received his business degree from James Madison University.
Raj Sisodia is the FW Olin Distinguished Professor of Global Business and Whole Foods Market Research Scholar in Conscious Capitalism at Babson College in Wellesley, MA. He is also Co-Founder and Chairman Emeritus of Conscious Capitalism Inc. He was previously Trustee Professor of Marketing, the Founding Director of the Center for Marketing Technology and Chairman of the Marketing Department at Bentley University. Raj has a Ph. D. in Marketing & Business Policy from Columbia University, where he was the Booz Allen Hamilton Fellow.
Raj has written ten books and over 100 academic articles. He is the co-author (with John Mackey, co-founder and co-CEO of Whole Foods Market) of Conscious Capitalism: Liberating the Heroic Spirit of Business (Harvard Business Review Publishing, 2013), a New York Times and Wall Street Journal bestseller. He is also co-author of the Wall Street Journal bestseller Everybody Matters: The Extraordinary Power of Caring for Your People Like Family (Penguin/Portfolio 2015), named as the Best Leadership and Management book of 2015 by 800-CEO-READ and one of 15 best books of 2015 by Forbes. His most recent book is Shakti Leadership: Embracing Feminine and Masculine Power in Business (Berrett-Koehler, 2016). His book Firms of Endearment: How World Class Companies Profit from Passion and Purpose is considered a foundational work in explaining the precepts and performance implications of pursuing a conscious approach to business. It was named one of the best business books of 2007 by several organizations, including Amazon.com. Raj’s next book The Conscious Capitalism Field Guide (with Timothy Henry and Thomas Eckschmidt) will be published by Harvard Business Review Publishing in 2018.
In 2003, Raj was cited as one of “50 Leading Marketing Thinkers” and named to the “Guru Gallery” by the Chartered Institute of Marketing. Bentley University honored him with the Award for Excellence in Scholarship in 2007 and the Innovation in Teaching Award in 2008. He was named one of “Ten Outstanding Trailblazers of 2010” by Good Business International, and one of the “Top 100 Thought Leaders in Trustworthy Business Behavior” by Trust Across America for 2010 and 2011. In 2013 and 2015, Raj as named to the Thinkers 50 list of business and management thinkers from India. Raj has published over one hundred articles in publications such as Harvard Business Review, Journal of Marketing, Journal of Public Policy & Marketing, Journal of Business Strategy, Journal of Business Research, Journal of the Academy of Marketing Science, Marketing Management and California Management Review. His work has been featured in the Wall Street Journal, The New York Times, Fortune, Financial Times, The Washington Post, The Economic Times, and numerous other publications, along with radio shows and television networks such as CNN, CNBC and Fox. In 2016, Raj was awarded an honorary doctorate by Johnson & Wales University in Providence, RI.
Raj serves on the Board of Directors of The Container Store.
Rand Stagen is the Managing Director of the Stagen Leadership Academy. Established in 1999, the Academy trains leaders from across North America who are committed to long-term personal development and using their organizational platforms for positive impact.
Prior to founding Stagen, Rand was President of Presido Media Group, a publisher of newspapers and magazines in the Southwest. He is a former Chapter President of Young Entrepreneur’s Organization (YEO) and a past Chairman / current board member of Conscious Capitalism Inc., a national non-profit organization.
Rand is a sought-after speaker to diverse audiences at universities, conferences, and industry events on the topic of leading conscious businesses. He earned his B.A. in Political Science from Southern Methodist University and lives in Dallas with his wife and two daughters.
Sunny Vanderbeck has a track record of high achievement in all of his endeavors, including as an entrepreneur, CEO, investor, board member, and military leader. Prior to co-founding Satori Capital, Sunny co-founded and served as Chief Executive Officer of Data Return, a leading provider of managed services and utility computing. As CEO for eleven years, Sunny led the company through all phases of growth and transformation. The company sustained 40 percent quarter-over-quarter growth and reached $50 million in revenue after only three years.
With such rapid growth, an impressive customer base, and an innovative and capital-efficient business model, the company attracted strategic investments from Compaq, Level 3, and Microsoft. After a successful IPO, the company achieved a market capitalization in excess of $3 billion, and Sunny was one of the youngest CEOs ever to lead a NASDAQ company. In recognition of Data Return’s industry leadership, Microsoft named Data Return Global Hosting Partner of the Year, while Sunny received numerous individual honors including being named “Top 25 Technology Executives” and Entrepreneur of the Year finalist by Ernst and Young. In addition, Sunny is a sought-after speaker at financial and sustainability conferences.
Prior to co-founding Data Return, Sunny served as a Team Leader at Microsoft, where he focused on supporting Microsoft’s largest clients and partners. Through his experience at Microsoft, Sunny identified a compelling market opportunity that served as the springboard for the launch of Data Return.
Prior to joining Microsoft, Sunny served as a Section Leader of the 2nd Ranger Battalion (U.S. Special Operations Command). Through this experience, he learned how to succeed under challenging circumstances while leading others to new levels of performance.
Leveraging his expertise in strategy, operations, and capital allocation, Sunny is actively engaged with several private businesses as an investor, advisor, and board member. Additionally, he is a member of Young Presidents’ Organization (YPO), where he served as the North American co-chair of the organization’s sustainable business network. In this role, his charter was to develop awareness and support for more sustainable business models among YPO companies. Sunny also co-founded YPO’s Entrepreneurship and Innovation Network, which helps more than 3,500 president and CEO members accelerate the growth of their businesses.
- Section Leader at 2nd Ranger Battalion
- Team Lead, Microsoft
- Founder and CEO of Data Return
- Raised strategic capital from Microsoft, Compaq and Level 3
- Achieved $3 billion market capitalization as one of the youngest NASDAQ CEOs
- Sold Data Return to another public company in 2002
- Joined with Saratoga Partners to repurchase Data Return in 2003
- Successful exit in 2007 to a public company resulting in 8x return
- Advisor and Board Member to numerous mid-market private businesses
Co-founder, Grameen America & Grameen PrimaCare
Vidar Jorgensen is the majority owner of two industry based conference and research companies, which in turn own and manage over 200 conferences and several membership-based research groups focused on biotechnology, pharmaceuticals, health care, insurance, financial services, entertainment, and infrastructure development. Mr. Jorgensen’s companies include Cambridge Healthtech Institute and The World Health Care Congress, which was launched in conjunction with The Wall Street Journal and CNBC. He is co-founder of the not for profit Grameen America and Grameen PrimaCare. He resides in Concord, Massachusetts with his wife Kathy. They have three adult children Lorens, Nicholas and Kristen.