ThreeEQ: Award-Winning Chief Mentor, Rainmaker, and Speaker
Preparing Next Gen Leaders for Greatness, Building Great Tech Ventures, and Elevating UHNW Legacies
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. A world-renowned Chief Mentor, Rainmaker, and Speaker, he empowers a next generation of leaders—including Next Gens from UHNW families, CEOs, and senior executives—through sage, high-impact coaching and strategic connections.
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With a rare blend of wisdom and real-world impact, Jason Ma inspires and shares insights at Family Office, Investment, CEO/Leadership, AI/Tech, and Next Gen events. Explore his speaking engagements and recent posts—”Preparing Next Gen Leaders for Enduring Success,” “UHNW Families: Succeeding at the Highest Levels in a Complex World,” and “SFOs & UHNWIs: The Rise of Smart Direct Tech Investing.”
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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.) |
In this brief conference interview, ThreeEQ CEO Jason Ma shares his work as a sought-after Chief Mentor, Rainmaker, and Speaker, providing practical insights for 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!”
WHAT WE DO FOR
FAMILIES & BUSINESSES
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“You’re our secret weapon!” Private client students and parents often whisper to award-winning Chief Mentor Jason Ma and Team ThreeEQ. With a nearly 100% success rate among our coachable, committed clients, we invite you to explore our inspirational testimonials and success stories. |
HIGH SCHOOLERS • COLLEGE STUDENTS & YOUNG ADULTS • PARENTS • CEOs/SENIOR LEADERS |
Led by world-renowned Chief Mentor Jason Ma, ThreeEQ is passionate about preparing leaders—from Gen Z to Boomers—for greatness, building exceptional tech ventures, and elevating UHNW legacies. Our sage advice and expertise spans personalized elite college and graduate school admissions consulting to next-level career, executive, and legacy success coaching.
SAGE, POWERFUL, & PERSONALIZED 1-ON-1 MENTORSHIP
At the heart of our service is trusted, third-party, top-notch mentorship, including deeply personalized and sage coaching meticulously tailored to each private client’s unique aspirations, goals, and circumstances—ensuring a customized path to greatness. Our holistic, strategic, and pragmatic 1-on-1 mentoring not only helps leaders—from Gen Z to Boomers—prepare exceptionally well and achieve great outcomes at each life stage but also elevates their long-term success and well-being.
By proactively addressing challenges and minimizing opportunity costs, and continuously conducting applied research, we create lasting value for our private clients. We are committed 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 award-winning Chief Mentor Jason Ma’s uniquely powerful “4S and 3EQ” framework is designed to help our private 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 of Next Gen Leaders, ThreeEQ CEO Jason Ma serves as a globally well-connected, highly regarded strategic advisor and high-level rainmaker (dealmaker) for select CEOs, boards, and Family Offices. With profound global business, geopolitical, educational, and mentoring expertise—and access to a powerful network of top-level decision-makers—Ma delivers strategic and pragmatic insights to navigate complex markets and capitalize on major opportunities. He facilitates high-impact deals and projects across buy-side and sell-side opportunities in sectors such as advanced technologies, education, finance, media, distribution, e-commerce, telecom, VTOL aviation, oil refineries, and hospitality/commercial real estate. Ma also serves as an investor and Chief Business Officer at AdXero, a transformative incentivized media distribution technology venture with substantial industry impact and ROI/MOIC potential. Jason Ma’s unparalleled expertise and global high-level network resonate deeply with UHNW families, family offices, CEOs, and senior leaders worldwide. We invite you to reach out to Jason Ma directly to explore how he can support your goals.
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To invite Jason Ma—award-winning Chief Mentor, Rainmaker, and sought-after Speaker—to elevate your event, visit his professional speaking page. With a rare blend of wisdom and real-world impact, Mr. Ma is highly selective, choosing engagements that inspire and transform.
View Jason Ma’s speaking engagements, guest appearances, and media highlights. Ready to bring his insights and inspiration to your audience? Topics include:
1. Geopolitics, G20/B20, AI/Technology, & Strategic Business Roadmaps
2. Family Office Trends, Tech & Alternative Investing, & Private Wealth
3. Next Gens, Legacy Building, Philanthropy, & Generational Wealth
4. Preparing Next Gen Leaders for Greatness & Elevating UHNW Legacies
5. Building Great Tech Ventures with Wisdom as Entrepreneurs & Investors
6. Faith, Mental Health, & Pragmatic Emotional/Social/Leadership Intelligence (3EQ)
7. Ivy League/Elite College Admissions, Human Capital, & Future of Work & Education
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 Ma.
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, Investment, CEO/Leadership, AI/Technology, Next Gen Leadership, and other top-tier summits & events by:
– Opal Group
– GROCO
– 361Firm
– DC Finance
– Jaboy Productions
– Digital Evolution Institute
– Global Technology Symposium (GTS)
– Evolve Silicon Valley
– World Logic Day by Logictry
– Intergen.Family
– Max Pog’s Family Office Virtual Confs
– Association of Family Offices in Asia
– Core Family Office
– Family Office Summit in Dubai and Riyadh
– Family Office Magazine
• Family Office Insights
• Family Office TV- • Family Office Insights
- • 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 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 global business forum. As a leading B20 member through eleven G20 Presidencies—Australia, Turkey, China, Germany, Argentina, Italy, Saudi Arabia, Indonesia, India, Brazil, and South Africa (2025). Ma 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 Ma 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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Preparing Next Gen Leaders for Enduring Success
UHNW Families: Succeeding at the Highest Levels in a Complex World
Fatherhood: The Linchpin for the Prosperity of Our Next Generation and Family Legacies
Single Family Offices (SFOs) & UHNWIs: The Rise of Smart Direct Tech Investing
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
The Art of Mentoring the Next Gen and Succession Planning
Impact Wealth Magazine (also on Family Office Magazine)
Featured Interview: ThreeEQ Founder & CEO Jason Ma
Red Hot Monde Magazine – November/December 2024 Issue
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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 INSPIRING SPEAKING ENGAGEMENTS INCLUDE THE FOLLOWING:
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2025:
1. Chairman
2. Moderator: Bridging Generations—Wealth Transfer Dialogues Between Family Office Parents and Heirs (Opening Panel)
Family Office & Private Wealth Legacy Summit 2025 (Opal Group)
The Hamptons, NY, Aug 26-27
1. Panelist: Family Governance and The Family Office: Planning for the Next Generation & Family Legacy
2. Chair, Track B
Family Office & Private Wealth Management Forum 2025 (Opal Group)
Newport, RI, Jul 21-23
Speaker
361Firm Newport Conference
Newport, RI, Jul 20
Speaker
361Firm Bay Area Conference
SF, Jun 15
Moderator: Geopolitics and Tech—Navigating Investments Under the New Trump Administration
AI/Tech Investing Forum 2025 (Opal Group)
SF, Jun 12-13
VIP Guest & Mentor (Invitation Only)
The Wall Street Conference 2025 (Lyons Capital)
West Palm Beach, FL, May 20-21
Speaker: Spiritual Unity
Gala: Golden Bridge: The U.S. and Vietnam (American Frontier Foundation)
War Memorial Opera House, SF, May 9, VIP Reception begins at 5pm
Fireside Speaker: Grooming Next Gens and Direct Tech Investing
Core Family Office’s Embracing Disruption 2025 (Invitation Only)
Aboard a Yacht from Marina del Rey, CA, Apr 30
Moderator: What Family Offices Seek in Fund Managers & Companies
Capital Networking Virtual Conf (by Max Pog)
Apr 24
Panelist: Family Office & FoF: Navigating Uncertainty, Uncovering Opportunities
Family Offices & Investors AI Summit – How to Deploy in the Age of AI @ NVIDIA GTC
Hillsborough, CA, Mar 20
1. Chairman
2. Panelist: Navigating Change—The Impact of the New Administration’s Policies on Private Wealth Investment Worldwide
Global Investment Conference 2025 (Opal Group)
Consulate General of India, NYC, Mar 11
Panelist: Post-Election Outlook—Navigating Global Macroeconomic Trends, Geopolitics, and U.S. Leadership
Family Office Winter Forum (Opal Group)
Convene 360 Madison, NYC, Mar 10
Show Guest
Arthur’s Round Table Podcast (Family Office Insights)
Feb 28
Panelist: Unlocking Family Office Investments
Quarter Century Tech Gigaparty with a16z, Khosla Ventures, Softbank, etc.
VIP Room, Temple Nightclub SF, Jan 31
Moderator: Family Office Trends 2025
Early-Stage Virtual Conf (by Max Pog)
Live: Jan 30
Speaker: Next Gen Success – Key Messages to Wealthy Parents
Asia Futurists Leadership Festival (Association of Family Offices in Asia)
Live online, Jan 13
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2024:
1. Panelist: World Watch: The Impact of Geopolitics and Social Landscape in Alternative Investment Strategies (Opening Panel)
2. Leader of Private Roundtable: Preparing Your Next Gens for Success with Well-Being in Competitive College Admissions, University Life, and Early Careers (for UHNW Parents and Family Office Principals only, per Opal)
Alternative Investing Summit 2024 (Opal Group)
Ritz-Carlton Laguna Niguel, Dana Point, CA, Dec 8-10
Exclusive Interviewee
Red Hot Monde Magazine – November/December 2024 Issue
Dec 1
Panelist: Family Office Trends 2025
LP, Family Office & Fund of Funds Virtual Conference
Nov 26
Panelist: Family Office Panel: The Future of Family Offices: Navigating Generational Shifts
Global Technology Symposium (GTS) 2024
San Francisco, Nov 19
Moderator: How to Become a Billionaire or Centimillionaire as an Entrepreneur (Closing Panel)
San Francisco Bay Family Office Conference (DC Finance)
Four Seasons Palo Alto, Nov 18
Moderator: Family Office Trends
Evolve 2024: Global Innovation Summit on AI and Deep Tech
Santa Clara, CA, Nov 13
Show Guest: The Power of Family, Mentorship, and Legacy
Keep It In the Family Office
Oct 24
Show Guest: Next Gens and Family Enterprises
Family Business Audiocast
Oct 23
1. Chairperson
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 (Opal Group)
Napa Valley, Oct 15-17
1. Chairperson
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 (Opal Group)
(with private socials)
The Hamptons, NY, Aug 26-28
Show Guest: Geopolitics and Family Offices
Family Office TV (Host Angelo Robles)
Aug 4
Show Guest: Preparing Next-Gen Leaders for Greatness
Leaders Who Care® (Host Mark Sadovnick)
Jul 19
Speaker
Global Capital Network Investor Conference
(View Ma’s inspiring 8-min interview)
Newport Beach, CA, Jun 27
Speaker: How Artificial Intelligence is Impacting Venture Investing (Opening Fireside Chat)
The Future of AI, Technology, and Venture (Digital Evolution Institute, Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, Jun 25
Panelist: Mental Health in Education (Opening Panel)
The Future of Education (Juicebox News, Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, Jun 24
Parent Workshop Leader: Preparing Your Children for High School, College Admissions, University Life, Early Career, & Personal Success with Well-Being
TiE Young Entrepreneurs Conference
Livermore, CA, Jun 19
Speaker: Philanthropy & Next Gens
361Firm SF/Palo Alto Conference
Palo Alto, May 22
Speaker: Engaging the Next Generation (Opening Fireside Chat)
Legacy Builders Conference (UHNW Families & Family Offices, invite-only by GROCO)
San Jose, CA, May 15
Show Guest: Shaping Next Gen Success
Entrepreneurial Empire Podcast (Host Jacqueline Hernandez)
Apr 24
Show Guest
N@ked Short Club with Dr. Stu on London’s Resonance FM
Apr 15
Show Guest: From Tech Innovator to Mentor of Future Leaders
The American Dreams Show (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 (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
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: Stories, Insights, and Tips for Next-Generation Achievers, Jason Ma’s Forbes articles on Ivy League & Elite College Admissions, Higher Education, Next-Gen Leadership, and Entrepreneurship (nearly 2 million views) include the following. Mr. Ma’s featured articles in Impact Wealth, Family Office, Red Hot Monde Magazines, etc. are underneath this section.
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College Apps: Stanford, Anyone?
Events & News
To invite Jason Ma—award-winning Chief Mentor, Rainmaker, and sought-after Speaker—to elevate and inspire at your event, visit his professional speaking page. His audiences range from Gen Z to Billionaires—and all in between.
With a rare blend of wisdom and real-world impact, Mr. Ma is highly selective, accepting invitations where he can genuinely inspire. His speaking engagements, guest appearances, and media highlights are partially listed below. Feel free to email us if you would like to join Mr. Ma at one or more of these events.
Explore Jason Ma’s sage, high-impact 1:1 coaching and strategic rainmaking for families, leaders, and visionaries. Ready to bring his presence and insights to your audience? His topics include:
1. Geopolitics, G20/B20, AI/Technology, and Strategic Business Roadmaps
2. Family Office Trends, Tech and Alternative Investing, and Private Wealth
3. Next Gens, Legacy Building, Philanthropy, and Generational Wealth
4. Preparing Next Gen Leaders for Greatness and Elevating UHNW Legacies
5. Building Great Tech Ventures with Wisdom as Entrepreneurs and Investors
6. Faith, Mental Health, and Pragmatic Emotional, Social, and Leadership Intelligence (3EQ)
7. Ivy League/Elite College Admissions, Human Capital, and the Future of Work and Education
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2025:
Guest
Global Investors Annual Meeting (LinkBridge Investors)
Silicon Valley, Nov 17-18
1. Chairman
2. Moderator: Bridging Generations—Wealth Transfer Dialogues Between Family Office Parents and Heirs (Opening Panel)
Family Office & Private Wealth Legacy Summit 2025 (Opal Group)
The Hamptons, NY, Aug 26-27
1. Panelist: Family Governance and The Family Office: Planning for the Next Generation & Family Legacy
2. Chair, Track B
Family Office & Private Wealth Management Forum 2025 (Opal Group)
Newport, RI, Jul 21-23
Speaker
361Firm Newport Conference
Newport, RI, Jul 20
Guest (Invitation Only)
Investor Reunion in New York (LinkBridge Investors)
NYC, Jun 17
Speaker
361Firm Bay Area Conference
SF, Jun 15
Moderator: Geopolitics and Tech—Navigating Investments Under the New Trump Administration
AI/Tech Investing Forum 2025 (Opal Group)
SF, Jun 12-13
VIP Guest & Mentor (Invitation Only)
The Wall Street Conference 2025 (Lyons Capital)
West Palm Beach, FL, May 20-21
Guest (Invitation Only)
The Future of Technology-savvy Boards (Digital Evolution Institute)
NASDAQ, NYC, May 15
Speaker: Spiritual Unity
Gala: Golden Bridge: The U.S. and Vietnam (American Frontier Foundation)
War Memorial Opera House, SF, May 9, VIP Reception begins at 5pm
Guest
Investor Breakfast (Invitation Only, Verda Family Office), May 8
Davos Worldwide Milken Side Event and Afterparty, May 7
Beverly Hills, May 7-8
Formula 1 Miami: High-Perf. Thinking + Ferrari Soiree (Ligo Partners Family Office, Creativo, and Ferrari Club)
Core Family Office’s Embracing Disruption 2025 (Invitation Only)
Aboard a Yacht from Marina del Rey, CA, Apr 30
VIP Guest & Community Partner
Down the AI Rabbit Hole Tech Gigaparty
Temple Nightclub SF, Apr 24
Moderator: What Family Offices Seek in Fund Managers & Companies
Capital Networking Virtual Conf (by Max Pog)
Apr 24
Chief Mentor & Author
Preparing Next Gen Leaders for Enduring Success
LinkedIn, Apr 23
Guest (Invitation Only)
An Evening with Marlon Wayans (Presented by Canyon Oaks)
Meski.SF (co-owned by NBA star and Golden State Warriors’ Draymond Green, who showed up), Apr 11
Dad, Mentor, Rainmaker, & Guest (Author)
“MAfia” Moments, Minevich Birthday, Investor Meetings, & Ligo Partners Family Office Soiree
NYC, Apr 3-6
Panelist: Family Office & FoF: Navigating Uncertainty, Uncovering Opportunities
Family Offices & Investors AI Summit – How to Deploy in the Age of AI @ NVIDIA GTC
Hillsborough, CA, Mar 20
Guest (Invitation Only)
R360 New York Private Member Meeting and Dinner
Coco’s at Colette and Avra Madison, NYC, Mar 13
1. Chairman
2. Panelist: Navigating Change—The Impact of the New Administration’s Policies on Private Wealth Investment Worldwide
Global Investment Conference 2025 (Opal Group)
Consulate General of India, NYC, Mar 11
Panelist: Post-Election Outlook—Navigating Global Macroeconomic Trends, Geopolitics, and U.S. Leadership
Family Office Winter Forum (Opal Group)
Convene 360 Madison, NYC, Mar 10
Show Guest
Arthur’s Round Table Podcast (Family Office Insights)
Feb 28
Delegate (Invitation Only)
FII PRIORITY Miami 2025: Invest with Purpose (Like a Mini Davos)
President Trump spoke in person.
Faena Hotel Miami Beach, Feb 19-21
Guest (Invitation Only)
NBA All-Star Game 2025 Viewing Party (Presented by EMPIRE & Netizaar)
SF, Feb 16, 4-8p PT
Guest (Invitation Only)
Legacy Builders Conference (UHNWIs, Family Offices, & Philanthropists, by GROCO)
Also see Legacy Builders on May 15, 2024, below.
Eau Palm Beach Resort, FL, Feb 4-5
(Then to Miami Feb 6-7)
Alum Participant
The Graduate Wine Collective’s Annual Wine Tasting
University Club, Memorial Stadium, UC Berkeley Campus, Feb 1
Panelist: Unlocking Family Office Investments
Quarter Century Tech Gigaparty with a16z, Khosla Ventures, Softbank, etc.
VIP Room, Temple Nightclub SF, Jan 31
Moderator: Family Office Trends 2025
Early-Stage Virtual Conf (by Max Pog)
Live: Jan 30
Chief Mentor & Author
UHNW Families & Next Gens: Succeeding at the Highest Levels in a Complex World
LinkedIn, Jan 16
Guest
IvyFON Family Office Outlook 2025 Forum
SF, Jan 15-16
Speaker: Next Gen Success – Key Messages to Wealthy Parents
Asia Futurists Leadership Festival (Association of Family Offices in Asia)
Live online, Jan 13
Chief Mentor, Rainmaker, & Author
Single Family Offices (SFOs) & UHNWIs: The Rise of Smart Direct Tech Investing
LinkedIn, Jan 8, 2025
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2024:
1. Panelist: World Watch: The Impact of Geopolitics and Social Landscape in Alternative Investment Strategies (Opening Panel)
2. Leader of Private Roundtable: Preparing Your Next Gens for Success with Well-Being in Competitive College Admissions, University Life, and Early Careers (for UHNW Parents and Family Office Principals only, per Opal)
Alternative Investing Summit 2024 (Opal Group)
Ritz-Carlton Laguna Niguel, Dana Point, CA, Dec 8-10
Guest
Family Office & Private Events (during Art Basel Miami Beach)
Family Office Luncheon (Ligo Partners)
Jack Hidary ArtBio Party
Family Office Association & Impact Wealth Magazine
Family Office Forum (Dunhill Ventures)
Family Office & HNW Conference (DC Finance)
House of Robb (Robb Report)
Lives Amplified Global Leaders Society
Miami, Dec 2-6
Featured Interviewee
Red Hot Monde Magazine – November/December 2024 Issue
Dec 1
Panelist: Family Office Trends 2025
LP, Family Office & FoF Virtual Conf
Nov 26
Panelist: Family Office Panel: The Future of Family Offices: Navigating Generational Shifts
Global Technology Symposium (GTS) 2024
San Francisco, Nov 19
Moderator: How to Become a Billionaire or Centimillionaire as an Entrepreneur (Closing Panel)
San Francisco Bay Family Office Conference (DC Finance)
Four Seasons Palo Alto, Nov 18
Moderator: Family Office Trends
Evolve 2024: Global Innovation Summit on AI and Deep Tech
Santa Clara, CA, Nov 13
Guest
Camp Cowboy Family Office Annual Retreat (invite-only)
Austin, TX, Nov 1-3
B20 Member
B20 Brazil Summit (Part of the 2024 G20 Process)
Sao Paulo, Brazil, Oct 24-25
Show Guest: The Power of Family, Mentorship, and Legacy
Keep It In the Family Office
Oct 24
Show Guest: Next Gens and Family Enterprises
Family Business Audiocast
Oct 23
1. Chairperson
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 (Opal Group)
Napa Valley, Oct 15-17
Author
Elite Success for Next Gens: Essential Insights for Wealthy Families and Leaders
LinkedIn, Oct 3
Participant
The (AI) Multiverse Summit 2024
Rosewood Sand Hill, Menlo Park, Sep 27
Advisory Council Member
St. Jude Gala Northern California 2024
Pier 27, San Francisco, Sep 20
Author
Young Leaders 3.0: Stories, Insights, and Tips for Next-Generation Achievers (Critically Acclaimed Book Published in Late 2014)
LinkedIn, Sep 19
Donor Partner
Silicon Valley Community Foundation 2024 Annual Meeting & Private Reception
SVCF HQ, Mountain View, Sep 19
1. Chairperson
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 (Opal Group)
(with private socials)
The Hamptons, NY, Aug 26-28
Guest
Dunhill Ventures: The Hamptons Family Office Summer Soiree
Southampton, NY, Aug 28
Guest
Allocator Exclusive Virtual Roundtable (invite-only)
Aug 9
Show Guest: Geopolitics and Family Offices
Family Office TV (Host Angelo Robles)
Aug 4
Show Guest: Preparing Next-Gen Leaders for Greatness
Leaders Who Care® (Host Mark Sadovnick)
Jul 19
Author
ThreeEQ’s Profound Mission: Preparing Next-Gen Leaders for Greatness and Enhancing UHNW Family & CEO Legacies
LinkedIn, Jul 11
Speaker
Global Capital Network Investor Conference
(View Ma’s inspiring 8-min interview)
Newport Beach, CA, Jun 27
Speaker: How Artificial Intelligence is Impacting Venture Investing (Opening Fireside Chat)
The Future of AI, Technology, and Venture (Digital Evolution Institute, Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, Jun 25
Panelist: Mental Health in Education (Opening Panel)
The Future of Education (Juicebox News, Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, Jun 24
Parent Workshop Leader: Preparing Your Children for High School, College Admissions, University Life, Early Career, & Personal Success with Well-Being
TiE Young Entrepreneurs Conference
Livermore, CA, Jun 19
Guest
Global Investors Annual Meeting (LinkBridge Investors)
NYC, Jun 12-13
Featured Alum
Berkeley IEOR Advisory Board Meeting Reception
UC Berkeley, May 28
Speaker: Philanthropy & Next Gens
361Firm SF/Palo Alto Conference
Palo Alto, May 22
Speaker: Engaging the Next Generation (Opening Fireside Chat)
Legacy Builders Conference (UHNW Families & Family Offices, invite-only by GROCO)
San Jose, CA, May 15
Guest
Conference on Charitable Giving
Stanford University, May 8
Show Guest: Shaping Next Gen Success
Entrepreneurial Empire Podcast (Host Jacqueline Hernandez)
Apr 24
Show Guest
N@ked Short Club with Dr. Stu on London’s Resonance FM
Apr 15
Guest
Jets & Capital Dallas (Host Jordan Hutchinson)
Dallas Executive Airport-RBD, Apr 12
Guest
Dunhill Ventures Family Office Sky Retreat in Aspen
Aspen, CO, Apr 4-6
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.