3EQ | 3 EQ | Family Office | Ultra HNWI | High Net Worth | Parents | College Consulting | Executive Coaching | Speaking
Jason Ma, Founder and CEO of ThreeEQ, shares insights for The CEO Magazine. An award-winning Chief Mentor of Next-Gen Leaders, Ma guides a next generation of leaders with his expertise as a top coach, strategist, rainmaker, and speaker.
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“Chief Mentor of .
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“Chief Mentor of . . |
. Harvard Business School Association Keynote, Q&A . Alumni clubs from Harvard Business School (HBS, the organizer), Harvard, Wharton, Stanford GSB, & Berkeley Haas in SF Bay Area co-sponsor a special event titled “Preparing Your Children for High School, College Admissions, University, Early Career, and Personal Success” with ThreeEQ CEO & Chief Mentor Jason Ma as the captivating sole speaker for a packed audience of discerning alumni parents and leaders across various sectors, along with some students. |
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Legacy Builders Conference Opening Panel Jason Ma inspires the UHNW and family office audience on the opening panel, “Engaging The Next Generation,” at the oversubscribed Legacy Builders Conference. Host Alan Olsen wrote, “Your insights were incredibly valuable, and your holistic approach to mentoring next-gen leaders truly resonated with everyone.” Co-host Jacqueline Hernandez added, “Your insights and expertise greatly enriched our event, and we have received tremendous positive feedback from attendees deeply moved by your presentation.” |
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Family Office Magazine Conference Panel |
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The American Dreams Show |
In the Family Business Audiocast with host R. Adam Smith, ThreeEQ private client parent Michelle Bross and Jason Ma dive into a dynamic dialogue on family office and business strategies, intergenerational leadership development, and family legacy building. Michelle is also an investor in Jason’s high-impact tech venture, AdXero. Listen on Apple Podcasts, Spotify, Amazon Music/Audible, iHeart Radio, or Pandora. |
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Show guest Jason Ma delivers a spectrum of insights on “Geopolitics and Its Major Impact on Family Offices” in a long-form conversation with host Angelo Robles on Family Office TV. (Apologies for the somewhat subpar audio quality on Jason’s end—he mistakenly covered the studio-quality mics on his MacBook Pro with paper notes.) |
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View our Speaking engagements at Family Office, Private Wealth, CEO, Tech, & Other Events. Latest: Opal Hamptons & Opal Napa (both chaired by Mr. Ma), & Evolve: AI & Deep Tech Summit. Next up: DC Finance Palo Alto, GTS 2024, & Opal Dana Point.
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WHAT WE DO FOR
FAMILIES & BUSINESSES
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TESTIMONIALS & SUCCESS STORIES
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“You’re our secret weapon!” Our Private Client students and parents often whisper to us. ThreeEQ inspires and guides Next Gens from select families to authentically prepare superbly, gain admission to elite colleges and graduate schools, navigate life, achieve next-level career and personal success, and build a strong foundation for long-term success and well-being—tailored to their life stage. With a nearly 100% success rate for our coachable, committed clients, we invite you to explore our inspirational testimonials and success stories. |
In a brief interview at a conference, ThreeEQ CEO Jason Ma discusses his work as a sought-after Chief Mentor and speaker, offering practical insights and tips for wealthy families, leaders, and Next Gens. Interviewer Fairlie Arrow describes Jason as “one of the most interesting people I’ve ever spoken to in my life and truly an inspiring character!”
HIGH SCHOOLERS • COLLEGE STUDENTS & YOUNG ADULTS • PARENTS • SENIOR LEADERS |
Spearheaded by Jason Ma, our world-renowned CEO and Chief Mentor, ThreeEQ is passionate about Preparing Next Gen Leaders for Greatness, Building Great Tech Ventures, and Enhancing Legacies. Our expertise spans Personalized Elite College and Grad School Admissions Consulting to next-level Career, Executive, and Legacy Success Coaching.
UNIQUELY POWERFUL, PERSONALIZED
1-ON-1 MENTORSHIP
At the heart of our service is trusted, third-party, top-notch mentorship, including coaching that is deeply personalized and meticulously crafted around each client’s unique aspirations, goals, and circumstances, ensuring a customized path to greatness. Our holistic, strategic, and pragmatic 1-on-1 mentoring approach not only helps students prepare exceptionally well and achieve great outcomes at each life stage but also elevates their long-term success and well-being.
By proactively addressing potential challenges and avoiding major opportunity costs, we ensure lasting benefits for our clients. We are dedicated to building enduring legacies and instilling values that resonate through generations, ensuring our clients’ impact extends far beyond their immediate success.
HOLISTIC, STRATEGIC, & PRAGMATIC
“4S and 3EQ” MENTORSHIP FRAMEWORK
Our uniquely powerful “4S and 3EQ” framework is designed to help our client students prepare superbly and achieve greater success and well-being over the long term, with focus on honing:
- – Visionary Story: Cultivating empowering personal narratives, character, and direction.
- – Emotional and Mental States: Creating conditions for high to peak performance.
- – Interconnected Strategies: Applying precise strategies optimized at each life stage.
…• Students: Strategies on academics, activities, test prep, research, college or grad school planning and applications, internship, employment, etc.
…• Working adults: Strategies on next-level career, business, and personal/family growth and success. - – Soft Skills: Developing key soft skills alongside hard skills for standout leadership.
- – Pragmatic Emotional, Social, and Leadership Intelligence (“3EQ“): Enhancing 3EQ for real-world effectiveness.
WHY THREEEQ IS THE PREFERRED CHOICE
FOR UHNW FAMILIES & LEADERS
- – Great Outcomes: Our unparalleled expertise and history of excellence ensure great results and well-being.
- – Personalized Attention: As a dedicated family business, we offer a deeply personalized experience, assuring confidentiality and prioritizing our Private Clients’ well-being.
- – Legacy and Succession Planning: Our expertise transcends conventional success metrics by holistically enhancing lasting legacies, joy, relationships, and peace of mind for UHNW families and CEOs.
If this message resonates with you, feel free to reach out to us.
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In addition to his role as a preeminent Chief Mentor, ThreeEQ CEO Jason Ma serves as a trusted strategic advisor and well-connected rainmaker (dealmaker) for select corporate CEOs, Boards, and Family Offices. We invite you to reach out to Jason directly to explore how he can best assist you. Equipped with profound global business, geopolitical, education, and mentoring acumen, and access to a powerful network of top-level decision-makers, Jason offers keen insights to navigate complex markets and facilitates high-impact deals and projects (both buy and sell sides) across various sectors, including advanced technologies, education, finance, e-commerce, VTOL aviation, oil refineries, hospitality/commercial real estate. In addition, his disruptive incentivized media distribution technology venture AdXero, strategic tech investments, and philanthropy embody a holistic, high-impact approach to innovative business leadership.
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As a globally renowned thought leader, Jason Ma is a sought-after speaker, MC, and show guest. He inspires and enlightens audiences ranging from Gen Z students to parents, managers, CEOs, billionaires, and government officials around the world. Whether through speaking engagements, group coaching, or show appearances, Jason delivers actionable insights on a variety of topics. To book Jason Ma, please visit his Professional Speaking page and reach out to us.
Fashion 4 Development (F4D) Founder Evie Evangelou inducted ThreeEQ CEO and Chief Mentor Jason Ma into the League of Gentlemen at the Sustainable Goals Banquet in the presence of Heads of UN Delegations, First Ladies, Ambassadors, and private sector CEOs and VIPs, commencing UNGA 2022. The spectacular event was MCed by Evie and co-MCed by Jason.
Event/Meeting Organizers and Show Hosts/Producers have invited Jason Ma (directly and through speakers bureaus) as an inspirational Keynote/Fireside/Panel Speaker, Moderator, MC, Group Coach, or Show Guest. These include:
- • B20/G20 Forums
- • Corporates
- • Associations
- • Family Office, Private Wealth, Investor, and CEO Conferences by:
– Opal Group
– GROCO
– Evolve Silicon Valley Foundation
– Digital Evolution Institute
– GTS
– 361Firm
– DC Finance
– Jaboy Productions
– Marcus Evans
– Global Capital Network
– Association of Family Offices in Asia
– Organizer in Dubai and Riyadh
– Intergen.Family & Logictry
– Family Office Magazine 
• Family Office TV- • Family Office Association
- • Family Office List
- • CNBC’s Managing Asia & Squawk Box
- • Channel NewsAsia C-Suite
- • Fashion 4 Development during UNGA
- • World Chinese Economic Summit
- • Horasis Global China Business Meeting
- • Horasis Global India Business Meeting
- • Singapore Career & Education Conference
- • Asian American Business Roundtable
- • NAWRB (Women Leaders)
- • Silicon Dragon Ventures
- • Business Rockstars
- • CEO Club of Marin
- • TiE Young Entrepreneurs (TYE)
- • Alumni Clubs:
– Harvard Business School (HBS)
– Harvard University
– Penn Wharton
– Stanford Graduate School of Business (GSB)
– Berkeley Haas - • Stanford University
- • UC Berkeley
- • Los Angeles Unified School District (LAUSD) and other U.S. School District Leaders, Principals, Parents, and Students
- • Private Parent Groups
- • More Shows: Family Office TV, The American Dreams Show, Family Business Audiocast, Entrepreneurial Empire, Audvisor (disclosure: Jason Ma is an investor), Silicon Valley Impact, Silicon Valley Insider, Keep It In The Family Office, Measure Success, Capital Club, Naked Short Club, Zandbergen Report, Money Talk Viewpoint, Take The Lead, Before It Happened, & others
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At Opal Group’s inaugural Family Office & Private Wealth Legacy Summit 2024 in the Hamptons, Jason Ma not only chaired the summit but also moderated the opening panel and spoke on another.
THOUGHT LEADERSHIP
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ThreeEQ CEO Jason Ma is an appointed member of the Business 20 (B20), the G20’s official dialogue forum with the global business community. As a leading B20 member through ten G20 Presidencies—Australia, Turkey, China, Germany, Argentina, Italy, Saudi Arabia, Indonesia, India, and Brazil (2024)—Jason actively contributes to the B20’s annual private sector policy recommendations and supports their advocacy.
These recommendations help shape the strategic direction set by G20 Leaders (Presidents and Prime Ministers) and their governments. The B20 plays a critical role in shaping global economic growth and development to benefit billions of people and countless businesses worldwide.
Jason is among a select few Americans appointed annually as a B20 member since 2014. With valuable insights from global Silicon Valley, four decades of seasoned industry experience, and over 2 million miles of world travel, he has contributed significantly to the B20’s Future of Work, Employment, Human Capital, Skills, and Education Task Force. Each host country names the task forces accordingly. Jason is also an influential voice on AI & Digital and Trade & Investment.
B20 member Jason Ma with world leaders and fellow participants at B20 Summit India in New Delhi.
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VIDEOS OF TOP-TIER TALKS
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Why to Start Preparing for College in Sixth Grade
Forbes
College Apps: Stanford, Anyone?
Forbes
When to Say No to Harvard
Forbes
Student Entrepreneurship Is Humming at Elite Universities
Forbes
How Unconventional Experiential Learning Is Reshaping Higher Education
Forbes
Twelve of Today’s Most Impressive Young Entrepreneurs
Forbes
Preparing Your Children for Elite College Admissions, Life, & Career Success with Well-Being
Impact Wealth Magazine Winter 2023 Issue pages 76-79
Next-Gen Leadership In Turbulent Times
Impact Wealth Magazine
The Art of Mentoring the Next Gen and Succession Planning
Impact Wealth Magazine (also on Family Office Magazine)
The Mentor—An Interview with Jason Ma on Intergenerational Leadership & Gen Z
Agreus Group
Fatherhood: The Linchpin for the Prosperity of Our Next Generation and Family Legacies
LinkedIn
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Young Leaders 3.0 takes a human and multifaceted approach to these young leaders’ achievements and growth, going beyond traditional markers of success like GPAs, standardized test scores, and resumes. It provides an inside look at personal successes and failures, along with valuable lessons learned and proven strategies for young people to get ahead in life with well-being.
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Success Stories
Mr. Ma inspired a room full of overachieving Stanford students and instructors with a relatable and actionable presentation. His talk included colorful personal anecdotes and a good sense of humor. We were very grateful for his contribution.
Jason Ma and his book Young Leaders 3.0 serve to get the synapses firing between young professionals/entrepreneurs and seasoned leaders. and act as a catalyst for a new generation of leadership.
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My son was feeling great when he finished the call with you last evening. You have a gift in the way you work with these kids. I get it.
Jason Ma’s book Young Leaders 3.0 is a tour de force. This book is not only extremely helpful in guiding young people but also advantageous for parents and all adults. A classic in the making.
Your discussion regarding impact investments were eye-opening as well as intriguing. Your participation brought along a wealth of knowledge and depth, setting a new standard for all our conferences. I look forward to our future events.
Upcoming Speeches
JASON MA’S SPEAKING & SHOW GUEST ENGAGEMENTS INCLUDE THE FOLLOWING:
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Chair and Speaker
Family Office & Private Wealth Legacy Summit 2025 (by Opal Group)
The Hamptons, NY, 26-27 August 2025
1. Panelist: World Watch: The Impact of Geopolitics and Social Landscape in Alternative Investment Strategies (Opening Panel)
2. Leader of Exclusive Private Roundtable for UHNW Parents and Family Office Principals Only: Preparing Your Next Gens for Success with Well-Being in Competitive College Admissions, University Life, and Early Careers
Alternative Investing Summit 2024 (by Opal Group)
Ritz-Carlton Laguna Niguel, Dana Point, CA, 8-10 December 2024
Panelist: Family Office Panel: The Future of Family Offices: Navigating Generational Shifts
Global Technology Symposium (GTS) 2024
SVB Experience Center, San Francisco, 19 November 2024
Moderator: How to Become a Billionaire or Centimillionaire as an Entrepreneur (Closing Panel)
San Francisco Bay Family Office Conference (by DC Finance)
Four Seasons, Palo Alto, CA, 18 November 2024
Moderator: Family Office Trends
Evolve 2024: Global Innovation Summit on AI and Deep Tech
Santa Clara Convention Center, CA, 13 November 2024
Show Guest: The Power of Family, Mentorship, and Legacy
Keep It In the Family Office
Virtual, 24 October 2024
Show Guest: Next Gens and Family Enterprises
Family Business Audiocast
Live on LinkedIn, 23 October 2024
1. Chair
2. Moderator: Navigating the Nexus: Global Macroeconomic and Geopolitical Trends Amidst the US Election (Opening Keynote Panel)
3. Panelist: Family Governance and The Family Office: Planning for the Next Generation
Family Office & Private Wealth Management Forum West (by Opal Group)
Napa Valley, CA, 15-17 October 2024
1. Chair
2. Moderator: Dynamics of Generational Wealth: An Engaging Roundtable Among Family Office Parents and Their Heirs (Opening Panel)
3. Panelist: Collaborative Wealth Building: Engaging the Next Generation
Family Office & Private Wealth Legacy Inaugural Summit (by Opal Group)
(with private socials)
The Hamptons, NY, 26-28 August 2024
Show Guest: Geopolitics and Family Offices
Family Office TV (with Host Angelo Robles)
Live, 4 August 2024
Show Guest: Preparing Next-Gen Leaders for Greatness
Leaders Who Care® (with Host Mark Sadovnick)
Virtual, 19 July 2024
Speaker
Global Capital Network Investor Conference
(View Ma’s inspiring 8-min interview)
Newport Beach, CA, 27 June 2024
Speaker: How Artificial Intelligence is Impacting Venture Investing (Opening Fireside Chat)
The Future of AI, Technology, and Venture (by Digital Evolution Institute, in partnership with Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, CA, 25 June 2024
Panelist: Mental Health in Education (Opening Panel)
The Future of Education (by Juicebox News, in partnership with Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, CA, 24 June 2024
Parent Workshop Leader: Preparing Your Children for High School, College Admissions, University Life, Early Career, & Personal Success with Well-Being
TiE Young Entrepreneurs (TYE) Conference
Livermore, CA, 19 June 2024
Speaker: Next Gens & Philanthropy
361Firm SF/Palo Alto Conference
Palo Alto, CA, 22 May 2024
Speaker: Engaging the Next Generation (Opening Fireside Chat)
Legacy Builders Conference (for Family Offices and UHNW Families, invite-only by GROCO)
Hayes Mansion San Jose, CA, 15 May 2024
Show Guest: Shaping Next Gen Success
Entrepreneurial Empire Podcast
Virtual, 24 April 2024
Show Guest
N@ked Short Club with Dr. Stu on London’s Resonance FM
Virtual, 15 April 2024, from 9-10pm London Time / 1-2pm PT
Show Guest: From Tech Innovator to Mentor of Future Leaders
The American Dreams Show with Host Alan Olsen, MP at GROCO
21 March 2024
Speaker
361Firm New York Spring Conference 2024
15 Hudson Yards, 91st floor, New York, NY, 20 March 2024
Show Guest & Coach: Preparing Next-Gen Leaders for Greatness
Family Office List MasterClass with Host Danielle Patterson
14 March 2024
Keynote Speaker: Global Geopolitical Turbulence & Implications
Elite Global Leaders Conference by JABOY Productions
Perry Lane Hotel, Savannah, GA, 4-5 March 2024
Show Guest: Family Business and Family Office Leadership
Family Business Audiocast with Host R. Adam Smith
4 March 2024
Show Guest
Masterclass: Exceptionalism in the Family Office with Host Angelo Robles
12 February 2024
Panelist: US investments in Polish, Polish American and East European start-ups and companies
60 Million Congress – Global Polonia Summit 2024
Miami, FL, 1 February 2024
Moderator: Impact, Philanthropy, and Next Gens Panel
Panelist: Combined Emerging Industries and Impact/Philanthropy/Next Gens Panel
361Firm Naples and Miami (Florida) Investment Conferences
AC Hotel, Naples, and Cadillac Hotel, Miami, FL, 27-29 January 2024
Speaker
Intergen (Family Office Ecosystem) Experience at 2024 World Logic Day (WLD)
Austin, TX, 19-21 January 2024
Keynote Speaker: Global Geopolitical Turbulence & Implications
Elite RIA & Family Office Investment Opportunities Summit by JABOY Productions
Hotel Swexan, Dallas, TX, 18 January 2024
Co-Moderator: Impact, Philanthropy, and Next Gens Panel
361Firm NYC Global Conference 2023
New York, NY, 29 November 2023
Panelist: Entrepreneurship and Startups – Lessons, Strategies, Opportunities
Global Chinese Economic & Technology Summit 2023
7 November 2023
Show Guest: How to Maintain Motivation and Reach Your Full Potential
The Measure Success Podcast with Host Carl J. Cox
29 August 2023
Leading B20 Member Delegate
B20 Summit India, Preceding the G20 Leaders’ Summit 2023
Taj Palace, New Delhi, India, 25-27 August 2023
Featured B20 Member
B20 India and Its Task Force on Future of Work, Skilling, and Mobility
30 July 2023
Jason Ma 馬良傑 is a renowned international speaker on preparing for elite US university admissions, forward-looking education and global business leadership.
OUR FORBES COLUMN & ARTICLES
Besides his highly acclaimed book Young Leaders 3.0, Jason Ma’s Forbes articles on Ivy League/Elite College Admissions, Higher Education, Next-Gen Leadership, and Entrepreneurship (1.8M+ views) include the following. Jason’s Impact Wealth Magazine and other articles are underneath this section.
College Apps: Stanford, Anyone?
Events & News
LEARN ABOUT JASON MA’S HIGH-POWERED, PROFESSIONAL SPEAKING. HIS SPEAKING ENGAGEMENTS, SHOW APPEARANCES, AND NEWS ARE PARTIALLY LISTED BELOW, WITH LINKS. TOPICS INCLUDE:
1. Geopolitics, G20/B20, AI’s Impact, & Strategic Business Roadmaps
2. Family Office, Tech/Alternative Investing, & Private Wealth
3. Next Gens, Legacies, & Generational Wealth Dynamics
4. Preparing Next Gen Leaders for Greatness and Enhancing UHNW Legacies
5. Building Great Tech Ventures with Wisdom as Entrepreneurs & Investors
6. Human Capital, Mental Health, & Emotional/Social/Leadership Intelligence (3EQ)
7. Ivy League/Elite College Admissions, University Life, & High-End Career Paths
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Chair and Speaker
Family Office & Private Wealth Legacy Summit 2025 (by Opal Group)
The Hamptons, NY, 26-27 August 2025
Guest
Legacy Builders Conference (for UHNW Families & Family Offices, invite-only by GROCO)
Eau Palm Beach Resort, Palm Beach, FL, 4-6 February 2025
1. Panelist: World Watch: The Impact of Geopolitics and Social Landscape in Alternative Investment Strategies (Opening Panel)
2. Leader of Exclusive Private Roundtable for UHNW Parents and Family Office Principals Only: Preparing Your Next Gens for Success with Well-Being in Competitive College Admissions, University Life, and Early Careers
Alternative Investing Summit 2024 (by Opal Group)
Ritz-Carlton Laguna Niguel, Dana Point, CA, 8-10 December 2024
Guest (Ask Jason Ma for insight if you’re interested to attend)
Lives Amplified Global Leaders Society Event (Invite-only)
North Miami Beach, 2 December 2024
Panelist: Family Office Panel: The Future of Family Offices: Navigating Generational Shifts
Global Technology Symposium (GTS) 2024
SVB Experience Center, San Francisco, 19 November 2024
Moderator: How to Become a Billionaire or Centimillionaire as an Entrepreneur (Closing Panel)
San Francisco Bay Family Office Conference (by DC Finance)
Four Seasons, Palo Alto, CA, 18 November 2024
Moderator: Family Office Trends
Evolve 2024: Global Innovation Summit on AI and Deep Tech
Santa Clara Convention Center, CA, 13 November 2024
Guest
Camp Cowboy Family Office Annual Retreat (invite-only)
Austin, TX, 1-3 November 2024
B20 Member
B20 Brazil Summit (Part of the 2024 G20 Process)
Sao Paulo, Brazil, 24-25 October
Show Guest: The Power of Family, Mentorship, and Legacy
Keep It In the Family Office
Virtual, 24 October 2024
Show Guest: Next Gens and Family Enterprises
Family Business Audiocast
Live on LinkedIn, 23 October 2024
1. Chair
2. Moderator: Navigating the Nexus: Global Macroeconomic and Geopolitical Trends Amidst the US Election (Opening Keynote Panel)
3. Panelist: Family Governance and The Family Office: Planning for the Next Generation
Family Office & Private Wealth Management Forum West (by Opal Group)
Napa Valley, CA, 15-17 October 2024
Chief Mentor
Elite Success for Next Gens: Essential Insights for Wealthy Families and Leaders
LinkedIn, 3 October 2024
Advisory Council Member
St. Jude Gala, Northern California
Pier 27, San Francisco, CA, 20 September 2024
Chief Mentor and Acclaimed Author
Young Leaders 3.0: Stories, Insights, and Tips for Next-Generation Achievers (Critically Acclaimed Book Published in Late 2014)
LinkedIn, 19 September 2024
Donor Partner
Silicon Valley Community Foundation 2024 Annual Meeting & General Reception
SVCF Headquarters, Mountain View, CA, 19 September 2024, 3-6pm PT (and Private Welcome Reception for donors, sponsors, and close partners 2-3:30pm PT)
1. Chair
2. Moderator: Dynamics of Generational Wealth: An Engaging Roundtable Among Family Office Parents and Their Heirs (Opening Panel)
3. Panelist: Collaborative Wealth Building: Engaging the Next Generation
Family Office & Private Wealth Legacy Summit (by Opal Group)
(with private socials)
The Hamptons, NY, 26-28 August 2024
Guest
Dunhill Ventures: The Hamptons Family Office Summer Soiree
Southampton, NY, 28 August 2024 evening
Guest
Allocator Exclusive Virtual Roundtable (invite-only)
Live, 9 August 2024
Show Guest: Geopolitics and Family Offices
Family Office TV (with Host Angelo Robles)
Live, virtual, 4 August 2024, from 1 to 3pm PT
Show Guest: Preparing Next-Gen Leaders for Greatness
Leaders Who Care® (with Host Mark Sadovnick)
Virtual, 19 July 2024
Chief Mentor
ThreeEQ’s Profound Mission: Preparing Next-Gen Leaders for Greatness and Enhancing UHNW Family & CEO Legacies
LinkedIn, 11 July 2024
Speaker
Global Capital Network Investor Conference
(View Ma’s inspiring 8-min interview)
Newport Beach, CA, 27 June 2024
Speaker: How Artificial Intelligence is Impacting Venture Investing (Opening Fireside Chat)
The Future of AI, Technology, and Venture (by Digital Evolution Institute, with Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, CA, 25 June 2024
Panelist: Mental Health in Education (Opening Panel)
The Future of Education (by Juicebox News, in partnership with Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, CA, 24 June 2024
Parent Workshop Leader: Preparing Your Children for High School, College Admissions, University Life, Early Career, & Personal Success with Well-Being
TiE Young Entrepreneurs (TYE) Conference
Livermore, CA, 19 June 2024
Guest
Global Investors Annual Meeting (by LinkBridge Investors)
New York, NY, 12-13 June 2024
Featured Alum
Berkeley IEOR Advisory Board Meeting Reception
UC Berkeley, CA, 28 May 2024
Speaker: Philanthropy & Next Gens
361Firm SF/Palo Alto Conference
Palo Alto, CA, 22 May 2024
Speaker: Engaging the Next Generation (Opening Fireside Chat)
Legacy Builders Conference (for UHNW Families & Family Offices, invite-only by GROCO)
San Jose, CA, 15 May 2024
Guest
Conference on Charitable Giving
Stanford University, CA, 8 May 2024
Show Guest: Shaping Next Gen Success
Entrepreneurial Empire Podcast (with Host Jacqueline Hernandez)
Virtual, 24 April 2024
Show Guest
N@ked Short Club with Dr. Stu on London’s Resonance FM
Virtual, 15 April 2024, from 9-10pm London Time / 1-2pm PT
Guest
Jets & Capital Dallas (Hosted by Jordan Hutchinson)
Dallas Executive Airport-RBD, 12 April 2024
Guest
Dunhill Ventures Family Office Sky Retreat in Aspen
Aspen, CO, 4-6 April 2024
6 April 2024 — Mrs. Fields
Mrs. Fields’ Debbi Fields and Jason Ma: A Serendipitous Flight Encounter
On a recent flight from Aspen to SFO, ThreeEQ’s Jason Ma found himself seated next to Debbi Fields, the esteemed founder of Mrs. Fields. Their engaging and extensive conversation covered a myriad of subjects. Debbi, who is a mother to five daughters, excels not only as an exceptional baker but also as an accomplished entrepreneur, business leader, and philanthropist. Among Jason’s personal favorite are her dark chocolate chip cookies. It was indeed a fun trip and memorable encounter!
21 March 2024 — The American Dreams Show, GROCO
Jason Ma Sheds Insight into Shaping Next-Gen Leaders in The American Dreams Show
Show guest Jason Ma, CEO of ThreeEQ, engages in a dynamic conversation with host Alan Olsen, Managing Partner of GROCO, on “Shaping Next-Gen Leaders” in The American Dreams Show. Jason shares his holistic coaching approach for families, focusing on key life-stage goal achievement, from Gen Z students to Gen X CEOs, while nurturing “4S and 3EQ” within his uniquely powerful framework. Jason will also be the speaker on “Engaging the Next Generation” at GROCO’s prestigious Legacy Builders Conference in Silicon Valley on May 15, 2024—an invite-only event for Family Offices and UHNW families. Watch the episode here.
14 March 2024 — Family Office List MasterClass
Jason Ma Leads MasterClass on Preparing Next-Gen Leaders for Greatness and Enhancing Family Legacies
Danielle Patterson, CEO of Family Office List, extends a heartfelt thank you to all participants of the “Preparing Next-Gen Leaders for Greatness and Enhancing Family Legacies” MasterClass hosted by her and led by Jason Ma. Mr. Ma provided invaluable insights on guiding leaders across life stages, from Gen Z to Gen X, and creating enduring family legacies, receiving an overwhelmingly positive response. The MasterClass covered the following and can be viewed via the link above:
1. Risks of short-sighted thinking
2. Benefits of strategic, long-term planning
3. Nurturing soft skills, mindset, and direction in next-gen leaders
4. Definition of the powerful “4S and 3EQ” mentorship framework
5. Role of mentorship in preparing and achieving vital life-stage goals — from Gen Z to Gen X
6. Strategies for elite college admissions, high-end career advancement, and joyful work-life integration
7. Leadership, succession planning, and UHNW family & CEO legacy enhancement.