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Speaking Calendar &
Thought LeadershipJason 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.
Ma’s audiences range from Next Gens and parents to entrepreneurs, CEOs and executives, investors, family office principals and CIOs, and billionaires.
He accepts select invitations where he can contribute meaningfully.
Signature topics:
1. Geopolitics, B20/G20, and Strategic Business Roadmaps in a Turbulent World
2. Family Offices and UHNW Private Wealth: Trends, Risks, and Opportunities
3. Next Gen Leadership, Philanthropy, Legacy Building, and Wealth Transfer
4. AI/Tech Direct Investing for Single Family Offices (SFOs) and UHNW Investors
5. AI/Tech Innovation and Disruption: What Leaders and Investors Should Do Now
6. Elite College Admissions, Human Capital, and the Future of Work and Education
7. Faith, Mental Health, and Emotional, Social, and Leadership Intelligence (3EQ)
.To invite Jason Ma to speak, visit his speaker one-pager at ThreeEQ.com/speaking and follow the steps under “Invite Jason Ma to Speak.”
Featured Now
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Articles:
– Elite College Admissions in the Age of AI (Worth)
– Gen Z Career Growth: Preparation & Execution Matter
– Next Gen Preparation: Leadership, Life & Legacy Building
– Smart Direct AI/Tech Investing (Impact Wealth), plus Additional InsightsRecent Talks:
– Elite College Admissions in the Age of AI (Worth Summit)
– Bridging Generations with Jason Ma: Hamptons Version
– Single Family Office Trends in the Age of AI (Silicon Valley Economic Forum)
– SFOs: Where Smart Capital Is Going in AI (AI Summit @ Stanford)
2026
(Reverse chronological order, with links)Q4:
Speaker
Alternative Investing Summit (Opal Group)
The Ritz-Carlton, Laguna Niguel, Dana Point, CA— December 6–8
B20 Member Since 2014
B20 USA Summit (Part of the G20 Process in 2026)
B20 Village at the Wharf, Washington, DC — November 9–11Guest
Future Investment Initiative (FII) 10th Edition: The Power of Legacy
King Abdulaziz International Conference Center, Riyadh, Saudi Arabia — October 26–29Panelist: The Next Generation of Family Leadership—Navigating Succession, Governance, & Legacy
Family Office & Private Wealth Management Forum West (Opal Group)
Napa Valley Marriott Resort, CA — October 21–23
Speaker
AI/Tech Investing Forum (Opal Group)
LinkedIn Headquarters, San Francisco, CA — October 20Featured Guest
Family Office Investing Podcast and Investor Insights. Arthur’s Round Table.
Date TBDQ3:
Moderator
Global Investors Annual Meeting (LinkBridge Investors)
New York, NY — September 29Guest
Frontier Leaders Forum 2026 (Ministry of Communications and Information Technology of Saudi Arabia)
Rosewood Sand Hill, Menlo Park, CA — September 10Panelist: The New World Order: Investing Through Geopolitical Transformation
Next Generation Family Office Leadership Brunch (Opal Group)
Southampton Arts Center, Southampton, NY — August 27
(In NYC — August 28–September 1)Guest
Capital Circle Cocktail Reception (Miami Chamber of Commerce x Select)
Southampton, NY — August 26 | 6:30 PMChairman
Moderator: Bridging Generations: Wealth Transfer Dialogues Between Family Office Parents and Heirs (Opening Panel)
Family Office & Private Wealth Legacy Summit 2026 (Opal Group)
Parrish Art Museum, Watermill, NY — August 25–26
Private gatherings: Monday’s Afternoon Picnic and Cocktail Reception on Meadow Lane, Tuesday’s Reception, Wednesday’s Classic Horse Show, and Thursday’s Goodfin-hosted Yacht Party and Contessa Art Gallery Reception — August 24–27
(Third consecutive year chairing Opal Hamptons, since its inaugural summit in 2024)Featured Guest: Bridging Generations with Jason Ma: Hamptons Version
Secure the Bag with host Ariel Serber (Video)
LinkedIn Live — August 19Author
Philanthropy That Multiplies: Austin Fowler’s $1M Gift to Opportunity International
LinkedIn Thought Leadership — August 14
Moderator: Family Office Trends: Where Smart Capital Is Going in AI
AI Summit @ Stanford
Stanford University, CA — July 31Co-Chair
Panelist: From Allocators to Operators: How Family Offices Are Approaching Direct and Co-Investments
Family Office & Private Wealth Management Forum 2026 (Opal Group)
Newport Harbor Island Resort, Newport, RI — July 27–29
Private gatherings — July 26–29Founding Board Member, Cal Alumni of Silicon Valley
The Graduate Wine Collective Annual Wine Tasting (Cal Alumni Association)
Alumni House, UC Berkeley, CA — July 11 Q2:
Moderator: Family Office Trends
AI Insiders: Venture Signals Live
Silicon Valley Bank, San Francisco, CA — June 25Judge
Unicorn Pitches — GSD Demo Day
Virtual — June 17
Author
Elite College Admissions in the Age of AI
Worth | Impact Wealth | Family Wealth Report | WealthBriefing | WealthBriefingAsiaFireside Chat Speaker
Elite College Admissions in the Age of AI (Video)
Worth Beyond Wealth Summit 2026Featured Guest: Jason Ma on Clarity, Legacy, and Leadership in the Age of AI
The Smoke Trail Podcast with host Smoke Wallin (Video)
June 6Featured Guest: The Future of Family Offices: AI, Direct Investing, and Legacy
GSD Venture Studios Podcasts with host Gary Fowler (Video)
May 29Editor
Single Family Office Trends in the Age of AI
8Veda Research Op-Ed, post-SVEF — May 22Chair
Moderator: Philanthropy in the Age of AI
Moderator: Single Family Office Trends in the Age of AI (Video)
Silicon Valley Economic Forum (SVEF)
San Jose, CA — May 15–16Guest
Llama Lounge 25: The AI Startup Event Series at Stanford
Stanford, CA — May 14Moderator
Global Wealth Forum 2026 (SF Playground)
Salesforce Tower, San Francisco, CA — May 12Opening Keynote Speaker
Rooted & Rising: AAPI Heritage, Entrepreneurship, & Mental Health
INSEAD SF Hub, San Francisco, CA — May 7Author
Why Some STEM Teens Truly Stand Out
LinkedIn Thought Leadership — April 30Guest
Stripe Sessions – The Internet Economy Conference, San Francisco, CA — Apr 29–30
Startup Grind Conference, Redwood City, CA — April 28–29Featured Guest
Newsmax Newswire with host Bianca de la Garza
Live on air — April 22Guest
Impact Wealth x 1640 Society Night Before Party
West Palm Beach, FL — April 19Moderator: How Single Family Offices Invest in VC Funds and Direct Deals
AI Investment Summit + Demo Day Silicon Valley (Startup Universe)
Plug and Play, Sunnyvale, CA — April 16Alum Participant
Berkeley SkyDeck Batch 21 Demo Day and Angel Investors x SkyDeck Cocktail
UC Berkeley, CA — April 2Featured Guest
Newsmax Newswire with host Bianca de la Garza
Live on air — April 2Q1:
Delegate
FII PRIORITY Miami 2026
Faena Hotel & Forum, Miami Beach, FL — March 25–27
(Afterward: Nashville, TN — March 27–28)Fireside Speaker: Elite College Admissions in the Age of AI (Video)
Beyond Wealth Summit (Worth) | Palm Beach VIP Dinner
The Cove Club West Palm, West Palm Beach, FL — March 25Chairman
Moderator: Weighing Risk, Return, and Strategic Opportunity within Asia
Global Investment Conference (Opal Group)
Consulate General of India, New York, NY — March 12
Guest
Investing in Healthcare (Opal Group, with Silverstein Dream Foundation)
IvyFON New York City Family Office Outlook 2026 Forum
New York, NY — March 11
Chairman
Moderator: Strategies and Smart Money Moves from Leading Family Offices
Family Office Winter Forum 2026 (Opal Group)
New York Marriott Marquis, NY — March 10
Featured Guest: Leading Like Christ in Silicon Valley: The Mission Greater Than AI
Anchoring Hope Podcast with host David Mansilla (Video)
March 7Featured Guest: Winning Isn’t Enough
Confluentely Podcast with host Tiffany Hart (Video)
March 3Fireside Speaker: Next-Gen Mentoring: Shaping Future Stewards of Family Capital
Moderator: The Rise of Direct AI and Tech Investing in Family Offices
IPI Winter Investment & Family Office Forum (Campden Wealth)
Regent Santa Monica Beach, CA — February 24–26Author
Gen Z Career Growth: Preparation and Execution Matter
LinkedIn Thought Leadership — February 18Author
Lunar New Year Reflection: Fire Horse, Change “On Steroids,” and Staying Anchored
LinkedIn Thought Leadership — February 17Host Committee Member
Legends for Charity Dinner 2026 (Super Bowl Week Premier Event) Benefiting St. Jude
San Francisco Marriott Marquis, CA — February 5Author
Next Gen Mentorship at Real Inflection Points: Preparing College Students for Success with Well-Being
LinkedIn Thought Leadership — February 3Featured Guest: Geopolitics 2026: The U.S., China, Venezuela, Europe’s Degrowth, the Arctic Scramble, and Where Smart Money Moves Next
Family Office TV with host Angelo Robles (Video)
Live online — January 22Featured Guest: AI, Direct Investing, and the Future of Family Office Decision-Making
Family Office Info Live with host Danielle Patterson (Video)
Live online — January 15Guest
– IvyFON San Francisco Family Office Outlook Forum— Jan 14-15
– Force Family Office Breakfast (at Wilson Sonsini) — Jan 14
– VNTR Investor Roundtable San Francisco — Jan 13
– SF Investors Dinner (Hand of God Wines) — Jan 12
San Francisco, CA (JPM Healthcare Week) — Jan 12-15Founding Board Member
Cal Alumni of Silicon Valley (CASV)’s Inaugural Board Meeting
Palo Alto, CA — January 10, 2026
.2025
Q4:
Featured Guest: Global Risk & Where Smart Capital Is Moving
Your Family Office Podcast with hosts Colten Ratz and Karen Melanie Gould (Video)
December 10Founding Board Member
Cal Alumni of Silicon Valley
December 9Chairman
Moderator: Adapting to the New Global Order: Macroeconomic Realities for Emerging Managers
Emerging Managers Summit (Opal Group)
and
Panelist: Capital’s Next Big Move: Where’s the Smart Money Going
Alternative Investing Summit (Opal Group)
plus
Guest: Private Luncheon with Kelsey Grammer Celebrating America’s 250th Anniversary
The Ritz-Carlton Laguna Niguel, Dana Point, CA — December 7-9Author
SFOs and UHNW Investors: Additional Insights on Smart Direct AI/Tech Investing
LinkedIn Thought Leadership — December 18Author
Single Family Offices and UHNWI Investors: The Rise of Smart Direct AI/Tech Investing
Impact Wealth | Red Hot Monde (pp. 50-52 + print) | Family Wealth Report | WealthBriefing | WealthBriefingAsiaGuest at Family Office and Private Events (Pre-Art Basel)
– ARK Invest x 4Catalyzer Cocktail Party — Dec 5
– Art of Investing (Various Hosts) — Dec 5
– Annual Co-Investors Luncheon (Ligo Partners | Invitation Only) — Dec 5
– Worthy 100 Celebration (Worth | Invitation Only) — Dec 4
– Art Basel Venture Investor Forums (Aurum Nexus) — Dec 4
– IvyFON Family Office Outlook 2025 Forum— Dec 3-4
– Unlisted / Miami Edition (Invitation Only) — Dec 3
– Worth x Art Basel Dinner (Worth | Invitation Only)— Dec 3
– Family Office Forum, VVIP Lunch (FutureHouse & BitBasel) — Dec 3
– Florida Family Office & HNW Conference (DC Finance) — Dec 2
Miami, FL — December 2-5Participant
Camp Cowboy Family Office Retreat
Austin, TX — November 21-23B20 Member
B20 South Africa Summit (Part of the G20 Process)
Johannesburg, South Africa — November 18-20 (no-go because of pre-commitment)Moderator: Single Family Office Trends
Los Angeles Family Office & HNW Conference (DC Finance)
The Maybourne Beverly Hills, CA — November 19Guest
Global Investors Annual Meeting (LinkBridge Investors)
Newport Beach, CA — November 17-18Moderator: Single Family Office Trends
Silicon Valley Family Office & HNWIs Conference (DC Finance)
Treehouse Hotel Silicon Valley, CA — November 17Guest
Global AI Pitch Summit Silicon Valley 2025
Santa Clara Convention Center, CA — November 15-16Guest
Multiverse Summit 2025 – AI Forward: Accelerating Innovation at Scale
Rosewood Sand Hill, Menlo Park, CA — November 14Author
UHNW Parents: Preparing Next Gens. Strengthening Family Legacies.
LinkedIn Thought Leadership Post — November 12VIP Guest
AI Investment Summit 2025 @ UC Berkeley
Pauley Ballroom, UC Berkeley, CA — November 2Chair, Day One
Moderator: Navigating Geopolitics, Economic Uncertainty, and Policy Impacts on Family Wealth
Family Office & Private Wealth Management Forum West (Opal Group)
Napa Valley Marriott, CA — October 22-24St. Jude/ALSAC Advisory Council Member
St. Jude Annual Gala: Miracles on the Bay
Pier 27, The Embarcadero, SF, CA — October 17Panelist: Family Offices and Web3: Defining Risk and Reward
Tokenize! AI Conference (#SFTechWeek)
AI Center SF, CA — October 11 | 11:30am – 12pmGuest
8th US-India Conference (Invitation Only)
Santa Clara, CA — October 7Featured Guest: Faith Made Me a Better Father, Husband, Leader, and Human Being
The Authenticity Journey, with hosts Clara Vanine and Marlon Bermudez
Oct 3 (recorded in August)Q3:
Moderator: Inside Family Offices: How to Access Capital and Build Partnerships
GigaParty 3: Robot Kombat! (Tech Summit + DJ Afterparty)
Temple Nightclub SF, CA – VIP Art Gallery — September 26 | 7:00-8:00pm PTModerator: What LPs Check Before Wiring the First Million: Obvious vs Hidden?
Angel & Accelerator Virtual Conf (by Max Pog)
September 25 | 10:30-10:55am PTAuthor
Preparing Next Gens for Elite Admissions—and Lives of Purpose, Resilience, and Impact
LinkedIn Thought Leadership — September 19Author
When Darkness Strikes: Charlie Kirk’s Bold Light and Legacy for Christ
LinkedIn Thought Leadership | Facebook — September 13Chairman
Moderator: Bridging Generations—Wealth Transfer Dialogues Between Family Office Parents and Heirs (Opening Panel)
Family Office & Private Wealth Legacy Summit 2025 (Opal Group)
Parrish Art Museum, Watermill (in the Hamptons), NY — August 26-27 | Private Socials — August 24-28
Guest
Yacht Soiree: Navigating Legacy (Global Passion Projects), Sag Harbor, NY — August 27
Private Family Office Event: Health, Wealth & Legacy (Apex Invest), East Hampton, NY — August 25Featured Guest: Why Elite Schools Aren’t Everything: Future-Focused Leadership for Real-World Impact
SF Commercial Property Conversations with host Bruce Bean
August 7Chair, Track B
Panelist: Family Governance and The Family Office: Planning for the Next Generation & Family Legacy
Family Office & Private Wealth Management Forum 2025 (Opal Group)
Newport Harbor Island Resort, RI — July 20-23Guest
An Evening of Authenticity & Innovation (Arius)
Castle Hill Inn, Newport, RI, July 21Featured Guest: Preparing Next Gen Leaders
Secure the Bag with host Ariel Serber
July 16Featured Guest: Mentoring UHNW Family Next Gens & AdXero: Disrupting a Legacy Industry
9×90 Podcast with host Adi Soozin
July 15Q2:
Guest
AI for Good Summit + Demo Day @ Stanford, Stanford University Campus, CA, June 27-28
Global Investors Annual Meeting (LinkBridge Investors), New York, NY, June 16-17
361Firm West Coast Conference – Private Social, SF, CA, June 15Moderator: Geopolitics and Technology—Navigating Investments Under the New Trump Administration
AI/Tech Investing Forum 2025 (Opal Group)
Hyatt Regency SF, CA, June 12-13Guest
Italian National Day Reception (Festa della Repubblica) 2025
Consulate General of Italy, SF, CA, June 3VIP Guest
Annual Hillsborough & MBA/Ivy+ Charity Poker Tournament & Social Mixer
Hillsborough Racquet Club, CA, May 30VIP Guest & Mentor/Judge
The Wall Street Conference 2025 (Lyons Capital)
West Palm Beach, FL, May 20-21Guest
The Future of Technology-savvy Boards (Digital Evolution Institute)
NASDAQ, New York, NY, May 15Author
Preparing Your Next Gens for Greatness and Enhancing UHNW Family Legacies
Red Hot Monde Magazine May/June 2025 Issue, May 14
Speaker
Golden Bridge Gala: The U.S. and Vietnam (American Frontier Foundation)
War Memorial Opera House, SF, CA, May 9Guest
Investor Breakfast (Verda Family Office), May 8
Davos Worldwide Milken Side Event and Afterparty, May 7
Beverly Hills, CA, May 7-8Miami Design District, FL, May 2.Fireside Speaker: Grooming Next Gens and Direct Tech Investing
Core Family Office’s Embracing Disruption 2025
Aboard a Yacht from Marina del Rey, CA, April 30.
VIP Guest & Community Partner
Down the AI Rabbit Hole Tech Gigaparty
Temple Nightclub SF, CA, April 24.Moderator: What Family Offices Seek in Fund Managers & Companies
Capital Networking Virtual Conf (by Max Pog)
April 24Author
Preparing Next Gen Leaders for Enduring Success
LinkedIn Thought Leadership, April 23Guest
An Evening with Marlon Wayans (Presented by Canyon Oaks)
Meski.SF, CA (co-owned by NBA star and Golden State Warriors’ Draymond Green, who showed up after playing the Trailblazers in Portland and flying back that night), April 11Dad, Mentor, Rainmaker, & Guest
“MAfia” Moments, Minevich Birthday, Investor Meetings, & Ligo Partners Family Office Soiree
New York, NY, April 3-6Q1:
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, March 20Guest
R360 New York Private Member Meeting and Dinner
Coco’s at Colette and Avra Madison, New York, NY, March 13Chairman
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, New York, NY, March 11Panelist: Post-Election Outlook—Navigating Global Macroeconomic Trends, Geopolitics, and U.S. Leadership
Family Office Winter Forum (Opal Group)
Convene 360 Madison, New York, NY, March 10Featured Guest
Arthur’s Round Table Podcast (Family Office Insights) with host Arthur Andrew Bavelas
February 28Delegate
FII PRIORITY Miami 2025: Invest with Purpose
President Trump spoke in person.
Faena Hotel Miami Beach, FL, February 19-21Guest
NBA All-Star Game 2025 Viewing Party (Presented by EMPIRE & Netizaar)
San Francisco, CA, February 16, 4-8p PTGuest
Legacy Builders Conference (GROCO)
Also see Legacy Builders on May 15, 2024, below.
Eau Palm Beach Resort, FL, February 4-5
Alum Participant
The Graduate Wine Collective’s Annual Wine Tasting
University Club, Memorial Stadium, UC Berkeley Campus, CA, February 1Panelist: Unlocking Family Office Investments
Quarter Century Tech Gigaparty with a16z, Khosla Ventures, Softbank…
VIP Room, Temple Nightclub SF, CA, January 31Moderator: Family Office Trends 2025
Early-Stage Virtual Conf (by Max Pog)
Live: January 30
Author
UHNW Families & Next Gens: Succeeding at the Highest Levels in a Complex World
LinkedIn Thought Leadership, January 16Guest
IvyFON Family Office Outlook 2025 Forum
SF, CA, January 15-16Speaker: Next Gen Success – Key Messages to Wealthy Parents
Asia Futurists Leadership Festival (Association of Family Offices in Asia)
Live online, January 13Author
Single Family Offices & UHNWI Investors: The Rise of Smart Direct AI/Tech Investing
LinkedIn Thought Leadership, January 8, 20252024 and Earlier (Archive)
Opening Panelist: The Impact of Geopolitics and Social Landscape in Alternative Investment Strategies
and
Leader of Private Roundtable: Preparing Your Next Gens for Success with Well-Being in Competitive College Admissions, University Life, and Early Careers
Alternative Investing Summit 2024 (Opal Group)
Ritz-Carlton Laguna Niguel, Dana Point, CA, Dec 8-10Guest
Family Office & Private Events
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
pre-Art Basel Miami Beach, FL, Dec 2-6Featured Interviewee
Red Hot Monde Magazine (November/December 2024 Issue)
Dec 1Panelist: Family Office Trends 2025
LP, Family Office & FoF Virtual Conf
Nov 26Panelist: Family Office Panel: The Future of Family Offices: Navigating Generational Shifts
Global Technology Symposium (GTS) 2024
San Francisco, Nov 19Moderator: 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 18Moderator: Family Office Trends
Evolve 2024: Global Innovation Summit on AI and Deep Tech
Santa Clara, CA, Nov 13Guest
Camp Cowboy Family Office Annual Retreat (Invitation Only)
Austin, TX, Nov 1-3B20 Member
B20 Brazil Summit (Part of the 2024 G20 Process)
Sao Paulo, Brazil, Oct 24-25Show Guest: The Power of Family, Mentorship, and Legacy
Keep It In the Family Office
Oct 24Show Guest: Next Gens and Family Enterprises
Family Business Audiocast
Oct 23Chairperson
Moderator: Navigating the Nexus: Global Macroeconomic and Geopolitical Trends Amidst the US Election (Opening Keynote Panel)
Panelist: Family Governance and The Family Office: Planning for the Next Generation
Family Office & Private Wealth Management Forum West (Opal Group)
Napa Valley, Oct 15-17Author
Elite Success for Next Gens: Essential Insights for Wealthy Families and Leaders
LinkedIn Thought Leadership, Oct 3Participant
The (AI) Multiverse Summit 2024
Rosewood Sand Hill, Menlo Park, Sep 27Advisory Council Member
St. Jude Gala Northern California 2024
Pier 27, San Francisco, Sep 20Author
Young Leaders 3.0: Stories, Insights, and Tips for Next-Generation Achievers (Critically Acclaimed Book Published in Late 2014)
LinkedIn Thought Leadership, Sep 19Donor Partner
Silicon Valley Community Foundation 2024 Annual Meeting & Private Reception
SVCF HQ, Mountain View, Sep 19Chairperson
Moderator: Dynamics of Generational Wealth: An Engaging Roundtable Among Family Office Parents and Their Heirs (Opening Panel)
Panelist: Collaborative Wealth Building: Engaging the Next Generation
Family Office & Private Wealth Legacy Summit (Opal Group)
(on private socials)
The Hamptons, NY, Aug 26-28Guest
Dunhill Ventures: The Hamptons Family Office Summer Soiree
Southampton, NY, Aug 28Guest
Allocator Exclusive Virtual Roundtable (invite-only)
Aug 9Show Guest: Geopolitics and Family Offices
Family Office TV (Host Angelo Robles)
Aug 4Show Guest: Preparing Next-Gen Leaders for Greatness
Leaders Who Care® (Host Mark Sadovnick)
Jul 19Author
ThreeEQ’s Mission: Preparing Next-Gen Leaders for Greatness and Enhancing Family & CEO Legacies
LinkedIn Thought Leadership, Jul 11Speaker
Global Capital Network Investor Conference
(View Ma’s inspiring 8-mininterview)
Newport Beach, CA, Jun 27Speaker: 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 25Panelist: Mental Health in Education (Opening Panel)
The Future of Education (Juicebox News, Penn Club of Silicon Valley)
Microsoft Silicon Valley Campus, Jun 24Parent 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 19Guest
Global Investors Annual Meeting (LinkBridge Investors)
NYC, Jun 12-13Featured Alum
Berkeley IEOR Advisory Board Meeting Reception
UC Berkeley, May 28Speaker: Philanthropy & Next Gens
361Firm SF/Palo Alto Conference
Palo Alto, May 22Speaker: Engaging the Next Generation (Opening Fireside Chat)
Legacy Builders Conference (GROCO | Invitation Only)
San Jose, CA, May 15Guest
Conference on Charitable Giving
Stanford University, May 8Show Guest: Shaping Next Gen Success
Entrepreneurial Empire Podcast (Host Jacqueline Hernandez)
Apr 24Show Guest
N@ked Short Club with Dr. Stu on London’s Resonance FM
Apr 15Guest
Jets & Capital Dallas (Host Jordan Hutchinson)
Dallas Executive Airport-RBD, Apr 12Guest
Dunhill Ventures Family Office Sky Retreat in Aspen
Aspen, CO, Apr 4-66 April 2024 — Mrs. Fields
Mrs. Fields’ Debbi Fields and Jason Ma: A Serendipitous Flight Encounter
On a recent flight from Aspen, CO, to San Francisco, Jason Ma found himself seated next to Debbi Fields, founder of Mrs. Fields. Their engaging and extensive conversation covered a myriad of subjects. Debbi, a mother to five daughters, excels not only as an exceptional baker but also as an accomplished entrepreneur, business leader, and philanthropist. Ma’s personal favorite is her dark chocolate chip cookies. 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
In a dynamic conversation with host Alan Olsen, Managing Partner of GROCO, Ma 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 empowering framework. Ma will also be an opening 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 MasterClass hosted by her and led by Jason Ma. 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 following were covered:
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.5 March 2024 — JABOY Productions
Jason Ma Keynotes on “Global Geopolitical Turbulence and Implications” at the Elite Global Leaders Conference by JABOY Productions in Savannah, GA
“I thoroughly enjoyed your talk in Savannah on the current global and geopolitical climate we all find ourselves in. It was so insightful and informative, especially from such an informed perspective as yours.” Doug McKnight, President of RREAF Holdings, wrote to ThreeEQ CEO Jason Ma. “We all need to be more aware of what is going on in this crazy world of ours.” This updated version of his January talk in Dallas received enthusiastic applause, and many attendees approached him afterward, inspired. Our sincere thanks to everyone in the audience.4 March 2024 — Family Business Audiocast
ThreeEQ Private Client Parent Michelle Bross and Jason Ma Enlighten on the Family Business Audiocast with Host R. Adam Smith
We are thrilled to share a dynamic dialogue from the Family Business Audiocast, where Michelle Bross—a distinguished Private Client Parent at ThreeEQ and the principal of her Single Family Office—and Jason Ma engaged as show guests in a dynamic discussion hosted by R. Adam Smith. It’s worth noting that Ms. Bross is also an esteemed investor in Mr. Ma’s high-impact AI/tech venture (currently in semi-stealth mode). The conversation spanned from cutting-edge family business and family office strategies to impact investing and philanthropy. They explored the nuanced art of mentoring and pathways to great outcomes, holistic success, and well-being for Next Gens in UHNW families. They further discussed actionable strategies aimed at enriching family bonds and instilling a sense of joy and peace of mind, thereby reinforcing a resilient family legacy and facilitating succession planning.10 February 2024 — Penn Wharton, Salesforce Slack, ThreeEQ
A Short Story on Lydia Ma, ThreeEQ Founder Jason Ma’s Younger Daughter and Teammate, Celebrating Lunar New Year of the Dragon
Jason Ma writes, “Happy Lunar New Year of the Dragon! Congratulations to all my (former) students, their parents, and friends born in the Year of the Dragon. This includes my younger daughter Lydia. As a loving dad first and mentor second, I’ve seen my Lil Girl’s feisty spirit grow in the best ways…” Lydia was an activity top leader in both high school and Penn Wharton, where she graduated summa cum laude in 2022. Today, she inspires as a top performer recognized for knowing how to add to the culture at Salesforce Slack. Ma adds, “She is on a trajectory to become an influential leader in the tech industry, and I can see her being a great mom in the future…”
27-29 January and 1 February, 2024 — 361Firm and 60 Million Congress
Jason Ma Inspires by Speaking on the “Impact, Philanthropy, and Next Gens” and “Emerging Industries” Panels at 361Firm’s Naples and Miami Investment Conferences, as well as the “US Investments in Polish, Polish American, and East European Companies” Panel at the 60 Million Congress in Miami
ThreeEQ’s Jason Ma enlightened an audience of family offices, investors, and CEOs at 361Firm’s Naples and Miami Investment Conferences 2024 in Florida headed by Mark Sanor by moderating once again the “Impact, Philanthropy, and Next Gens” panel and roundtable, and speaking on the combined “Emerging Industries (AI, Quantum, and Energy) and Philanthropy/Impact/Next Gens” panel in Miami. Additionally, Jason spoke on the “US investments in Polish, Polish American, and East European start-ups and companies,” moderated by Mark Sanor at the 60 Million Congress—Global Polonia Summit in Miami.19-20 January 2024 — Intergen.Family and World Logic Day
Jason Ma Inspires by Speaking at the Intergen Experience (Family Office Ecosystem) during World Logic Day 2024 in Austin
ThreeEQ’s Jason Ma spoke on “The Logic of Collaboration in the Family Office Space,” listening and sharing in “The Future of the Family Office Space” collaborative session, and conversing with participants through the event, private dinners, and afterparties. Jason reflects, “I liked the unusually interactive format of the event. With gratitude as Chief Mentor, I cherish driven young people (Gen Z and Millennials).”18 January 2024 — JABOY Productions
Jason Ma Keynotes on “Global Geopolitical Turbulence and Implications” at the Elite RIA and Family Office Investment Opportunities Summit by JABOY Productions
“Fantastic presentation,” said organizer Neil Greene. Post-talk, inspired attendees approached Jason. Tackling a broad array of complex topics in 20+ minutes was no small feat. In a rapid fire fashion, Jason condensed and communicated key facts, insights, opinions, and predictions.” For a detailed recap, click the link above. Following this Dallas event, Jason accepted Neil’s invitation to once again keynote on this popular topic at the Elite Global Leaders Conference in Savannah, Georgia, on March 3-6.14 December 2023 — Georgetown, Google, ThreeEQ
Celebrating Sabrina Ma, Senior Software Engineer at Google, “Senior” Gen Z, and ThreeEQ Teammate
” ‘Daddie, I’m a Big Girl now!’ Sabrina’s face lit up standing on a chair in front of me when she was six. My heart melted. Today, my Big Girl is a top-performing senior software engineer and a recognized young leader at Google, where she’s worked for over 5 years since graduating from Georgetown University. She’s a ‘senior’ Gen Z. :-)…” Please enjoy this heartfelt, reflective post about Sabrina Ma, elder daughter of Chief Mentor Jason Ma, via the link above.29 November to 14 December 2023 — 361Firm, LinkBridge Investors, DC Finance, and IvyFON
Jason Ma Engages at Premier Family Office Conferences in NYC and Miami
ThreeEQ’s Jason Ma delivered an inspirational talk at 361Firm’s flagship Global Conference 2023 in NYC, marking another year of meaningful contributions. Alongside this, Jason attended a series of family office conferences and private gatherings in NYC and Miami organized by LinkBridge Investors, DC Finance, and IvyFON, engaging with peers in insightful discussions and collaborations.15 September 2023 — ThreeEQ
Heartwarming to Watch Our Former Students and Mentees Flourish as Next-Gen Leaders
We are thrilled to share stories of our mentees’ remarkable achievements. Jason Ma recently caught up in person with a few standouts he privately mentored during their high school and college years. Discover the journeys of Youyang Gu, a “Covid-19 Data Superstar” featured in Bloomberg, Christopher Lau, a Y Combinator startup co-founder, and Ivy Xing, a Wealthfront Staff Engineer. For more inspiring success stories, visit our Testimonials.25-27 August & 9-10 September 2023 — The B20 / G20
Jason Ma Reflects on the B20 Summit India Prior to the G20 Summit 2023
The G20 Summit, comprising the Presidents and Prime Ministers of the top 20 economies and some +1s, will take place in New Delhi on 9-10 September. Longstanding B20 member Jason Ma reflected on his experience at the spectacular B20 Summit India held in Delhi from 25-27 August. During this summit, B20 India delivered its Communique of private sector policy recommendations to the G20, which is presided by India and chaired by Prime Minister Modi in 2023. Additionally, the B20 baton was handed from India to Brazil for 2024.
29 August 2023 — The Measure Success Podcast
Jason Ma Inspires as a Guest on The Measure Success Podcast
As a guest on the Measure Success Podcast hosted by Carl J. Cox, Ma shared insights on maintaining motivation and realizing one’s full potential. The podcast features Cox interviewing top leaders, delving into effective strategies that drive success. Guests include CEOs, entrepreneurs, authors, and extraordinary achievers.Singapore Airlines
Singapore Airlines Cabin Crew Sings “Happy Birthday” to Jason Ma at 40,000 Feet
On a Singapore Airlines (SQ) flight from Singapore to San Francisco, the cabin crew surprised Ma by singing “Happy Birthday” at 40,000 feet, along with a lovely handwritten card, champagne and sweets, and teddy bear gift. Ma reflects: “I honestly feel more creative, wiser, and more efficient than ever before.” Please enjoy the short video.
