Keynote Speaker, Moderator, and Forum Chair Jason Ma
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Global business and education leader speaking on family offices & private wealth, Next Gens, AI/tech innovation & investing, leadership, geopolitics, legacy, and the future of work & education
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CONTENTS
About Jason Ma
Speaking Topics
Videos and Engagements
Invite Jason Ma to Speak
Media Kit and Highlights
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About Jason Ma
Jason Ma is an award-winning Chief Mentor of Next Gen Leaders, AI/tech entrepreneur and investor, global business and education leader, acclaimed author, and longstanding member of the B20, the G20’s private sector engagement forum.

Jason Ma co-chaired the Family Office & Private Wealth Management Forum 2026 in Newport, RI
Ma works with select event organizers, speakers bureaus, corporate hosts, and media outlets as a keynote and fireside speaker, moderator, panelist, forum chair, and featured guest.
He brings a rare combination of deep intergenerational mentoring experience, high-level relationships, and perspectives across AI/tech innovation and investing, global business building, and geopolitics.
His perspective is grounded in 40+ years across business, technology, education, finance, media, telecom, and investing, plus more than 2 million miles of global travel.
Ma’s audiences range from Next Gens and parents to entrepreneurs, CEOs and executives, investors, family office principals and CIOs, and billionaires. His speaking topics are outlined in the following section.
He accepts select invitations where he can contribute meaningfully.
Short and full bios: ThreeEQ.com/people
Selected organizations and platforms that have invited Ma to speak include:
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Jason Ma delivered a keynote on global geopolitics and business implications at a Family Office and RIA summit in Dallas, TX
Event Organizers:
– Corporates (via speakers bureaus)
– The B20 / G20
– Opal Group
– Worth Media
– Campden Wealth/IPI
– LinkBridge Investors
– DC Finance
– 361Firm
– GROCO
– JABOY Productions
– Digital Evolution Institute
– Global Technology Symposium
– Max Pog’s virtual conferences
– Lyons Capital (Wall Street Conference)
– Evolve Silicon Valley
– Global Capital Network
– Association of Family Offices in Asia
– Family Office conferences in Dubai and Riyadh
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Media Outlets and Platforms:
– Worth
– Family Office TV
– Family Office Magazine
– Family Office Association
– Family Office Insights
– Family Office Access
– Family Office Factory
– The CEO Magazine
– CNBC Asia (Managing Asia and Squawk Box)
– Channel NewsAsia (C-Suite)
– Business Rockstars
– Selected podcasts and media outlets (see ThreeEQ.com/testimonials) -

Jason Ma moderated the “Family Office Trends: Where Smart Capital Is Going in AI” panel at the AI Summit @ Stanford 2026
Other Forums:
– AI Summit @ Stanford
– Silicon Valley Economic Forum (SVEF)
– Fashion 4 Development (UNGA)
– World Chinese Economic Summit- Horasis Global China Business Meeting
– Horasis Global India Business Meeting
– Singapore Career and Education Conference
– Silicon Dragon Ventures
– TiE Young Entrepreneurs
– Logictry and Intergen.Family (World Logic Day)
– NAWRB (Women Leaders)
– Asian American Business Roundtable
. - Education Institutions and Groups:
– Stanford University
– UC Berkeley
– Alumni clubs from Harvard Business School (HBS), Harvard, Penn Wharton, Stanford Graduate School of Business (GSB), UC Berkeley, Berkeley Haas
– LAUSD and other K-12 public school districts
– Private parent and student groups
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Jason Ma is also represented worldwide on a non-exclusive basis by selected speakers bureaus, including All American Entertainment, Champions After Dinner Speakers, Executive Speakers Bureau, Harry Walker Agency (HWA), London Speaker Bureau and LSB Asia, Motivational Speakers Agency, National Speakers Bureau, and Speaker Agency UK.
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Speaking Topics
Signature Topics
- Geopolitics, B20/G20, and Strategic Business Roadmaps in a Turbulent World
- Family Offices and UHNW Private Wealth: Trends, Risks, and Opportunities
- Next Gen Leadership, Philanthropy, Legacy Building, and Wealth Transfer
- AI/Tech Direct Investing for Single Family Offices (SFOs) and UHNW Investors
- AI/Tech Innovation and Disruption: What Leaders and Investors Should Do Now
- Elite College Admissions, Human Capital, and the Future of Work and Education
- Faith, Mental Health, and Emotional, Social, and Leadership Intelligence (3EQ)
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Videos and Engagements
Jason Ma co-MC’ed the Sustainable Gala commencing UNGA 2022, in the presence of Heads of UN Delegations, First Ladies, Ambassadors, CEOs, and other VIPs. The gala was MC’ed by Fashion 4 Development Founder Evie Evangelou, and Ma was inducted into the League of Gentlemen.
Jason Ma chaired the Silicon Valley Economic Forum (SVEF) 2026 and moderated its “Single Family Office Trends in the Age of AI” panel with SFO principals.
Jason Ma chaired Opal Group’s Family Office & Private Wealth Legacy Summit 2025 in the Hamptons and moderated its opening panel, “Bridging Generations—Wealth Transfer Dialogues Between Parents and Heirs.”
At a special Harvard Business School Association (HBSA) event in Palo Alto, Jason Ma delivered a keynote and Q&A to a packed audience of alumni parents and students: “Preparing Your Children for Middle/High School, College Admissions, University Life, Early Career, and Personal Success.” The event was organized and sponsored by HBSA, and co-sponsored by alumni clubs from Harvard, Wharton, Stanford GSB, and Berkeley Haas, with Ma as the sole speaker.
Jason Ma discussed “Elite College Admissions in the Age of AI” in a fireside chat moderated by Dan Costa, Chief Content Officer and Editor-in-Chief of Worth Media, at Worth’s inaugural Beyond Wealth Summit 2026 in Palm Beach.
Additional videos: ThreeEQ.com/videos
Speaking Calendar and Thought Leadership:
ThreeEQ.com/events
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Invite Jason Ma to Speak
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Jason Ma accepts select invitations where he can contribute meaningfully.
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Fees and Logistics
Ma’s typical in-person speaking fee is US$10,000 – $30,000+ per engagement. Virtual event speaking fees are generally lower.
For select family office, philanthropic, or local conferences, he may waive or reduce his fee. Featured guest appearances on podcasts and TV shows are mutually complimentary.
Based in the SF Bay Area/Silicon Valley, Ma’s travel expenses—business-class airfare, (venue) hotel accommodations, ground transportation, and reasonable meals—as well as private gatherings, are typically covered by the organizer. For short flights within California or to Las Vegas, he can fly economy-plus.
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Additional Value
In addition to contributing and inspiring onstage, Ma can help add visibility and PR value to your event and organization through:
- Strategic LinkedIn and other social posts to his high-level audience
- Inclusion on his latest speaking calendar and thought leadership page (ThreeEQ.com/events)
- Selective introductions to VIPs who express interest after seeing the event through Ma’s online presence
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Advance booking is recommended
Please email us with:
- Proposed topic(s)
- Audience type and estimated size
- Desired format (keynote, fireside chat, moderator, panelist, MC, group coaching)
- Event location (venue type, city, state/province, country)
- Event date, time, and duration (estimate if tentative)
- Relevant background, goals, or requirements
- Your name, title, organization, email, and phone
- Speaking budget
We look forward to exploring how Jason Ma can contribute meaningfully to your event or show.
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Media Kit and Highlights
- Jason Ma Biography (customizable for your event and audience)
- Jason Ma Photos (DOWNLOADABLE for your event or bureau)
- Jason Ma Gallery with G20 leaders and global CEOs
- Jason Ma Speaking Calendar & Thought Leadership
- Jason Ma Videos
- Jason Ma Articles
- Jason Ma Book: Young Leaders 3.0
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“It was great to tap into Jason’s insights on tech trends, the future of work, and leading multi-cultural, intergenerational teams worldwide. His advice on becoming the best version of yourself by constantly growing felt especially meaningful.”
—Kiran Vuppu, EVP/CIO, Commercial Lending and Banking Technology, Wells Fargo

Jason Ma co-chaired the Family Office & Private Wealth Management Forum West 2025 in Napa, CA
“Having an exceptional event chairman makes a significant difference. We were fortunate to have Jason chair our Family Office events in the Hamptons and Napa, where his skillful facilitation enriched the panels and contributed to an engaging, dynamic atmosphere.”
—David Leibowitz, SVP of Investor Relations, Opal Group
“It was such a pleasure to see you at Worth Beyond Wealth in Palm Beach. The feedback has been terrific, and you added so much to the event.”
—Jim McCann, Chairman, Worth Media Group; Founder & Chairman, 1-800-flowers.com
“Jason Ma is a rare combination of strategic vision, charisma, and heart. Watching him lead the Silicon Valley Economic Forum as Chair and skillfully moderate the ‘Single Family Office Trends in the Age of AI’ panel featuring four SFO principals was a testament to his expertise and emotional intelligence. He has an exceptional ability to draw out meaningful insights from panelists while keeping audiences fully engaged. Jason’s advocacy for the Forum and for the power of genuine connection is compelling. Above all, his authenticity, integrity, and kindness make him a standout leader and a pleasure to work with. He has my highest recommendation.”
—Ryan Baird, Founder, Silicon Valley Economic Forum, and CEO, Baird Augustine Investment Bank

Opening fireside speaker Jason Ma with Pro Football Hall of Famer, former 49ers quarterback, and private equity leader Steve Young and fellow speakers at the Legacy Builders Summit
“Your insights on Engaging the Next Generation were incredibly valuable, and your holistic approach to mentoring next-gen leaders truly resonated with everyone.”
—Alan Olsen, Host, Legacy Builders Conference & The American Dreams Show, & Managing Partner, GROCO
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“Just wanted to tell you what an incredibly beautiful soul you are and how invaluable you were to our events. You went above and beyond and it was so touching. I am a better person for having met you. Thank you for your love and light and many blessings for all that’s ahead for you, Jason.”
—Kelly Darr, Producer and Senior Advisor, Special Projects, Fashion 4 Development (F4D)
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“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 also thank you for moderating the New Technologies Panel at our Tech-dedicated Family Office Meeting. The panel was a great success and was a major interest during the conference.”
—Denny Chared, Founder & Managing Director, DC Finance Family Office & HNWIs Conferences
“One of the best family office conferences that I have attended, Jason Ma, so well chaired!”
—Stuart MacDonald, Chairman, Level III Capital, and Dr. Stu (Host) of N@ked Short Club in London, UK
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Jason Ma delivered a guest lecture on “Honing the ‘OS and Apps’ of Your Entrepreneurial Mind and Soul,” inspiring Stanford students and faculty.
“Mr. Ma inspired a room full of overachieving Stanford graduate and undergraduate 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.”
—Rebeca Hwang, Lecturer, Stanford University, and Managing Partner, Rivet Ventures
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“It was a pleasure for my wife and me to hear you speak at today’s Harvard Business School Association event. Your comments really resonated… We also are fully bought into the idea that parents, despite their best intentions, are not always the ideal guides for their children when it comes to academic choices, extracurricular activities, or college selection…”
—CEO at a Fortune 500 public tech company
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