David Cote
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- Goldman Sachs27 min
David Cote, Former Chairman and CEO of Honeywell
During a 16-year tenure at Honeywell, leadership successfully balanced short-term financial discipline with long-term capital allocation, resulting in sustained stock outperformance through strategic investments in aerospace, digital platforms, and sustainability initiatives. The organization overcame fragmented corporate cultures by replacing internal identity wars with a unified operating system that prioritized "compliance with intent" over metric manipulation, while simultaneously resolving massive legacy liabilities to secure its social license to operate. Looking forward, the strategy shifts toward becoming a "software industrial" leader prepared to navigate demographic pressures, rapid technological revolutions in quantum computing and biotechnology, and evolving global geopolitical landscapes.
- Milken Institute1h 1m
Digital Darwinism: How Companies Can Survive and Thrive in the Digital Age
Andy Serwer, Nikesh Arora, John Chen, David Cote, Sallie Krawcheck
Hosted by Yahoo! Finance's Andy Serwer before a global audience, this panel featured leaders from Ellevest, Honeywell, BlackBerry, and SoftBank discussing critical shifts in technology and investment strategy. Sally Krawcheck highlighted the gender investing gap, while Nikesh Arora outlined SoftBank's focus on disrupting industries through long-term capital for IoT and FinTech. Simultaneously, Dave Cote detailed Honeywell's transition to software-driven industrial engineering, and John Chen described BlackBerry's pivot toward enterprise security and data manipulation protection. The discussion concluded with a consensus on the necessity of validating data for specific ROI, the disruption of traditional education models, and the growing corporate focus on cybersecurity as a primary risk management priority.