ThreeEQ

Articles & Columns

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 (nearly 2 million views) include the following. Mr. Ma’s featured articles in Impact Wealth, Family Office, Red Hot Monde, Cliente Luxury, JustLuxe Magazines, etc. are underneath this section.
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College Apps: Stanford, Anyone?

When to Say No to Harvard

What It Takes to Get Into UC Berkeley

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Events & News

• TO INVITE JASON MA AS A SOUGHT-AFTER SPEAKER, VISIT HIS PROFESSIONAL SPEAKING PAGE. SEE HIS INSPIRING TOPICS, SPEAKING & GUEST ENGAGEMENTS, & NEWS PARTIALLY LISTED BELOW WITH LINKS. EXPLORE HIS HIGH-POWERED COACHING & RAINMAKING WORK THROUGHOUT THIS WEBSITE.

  1. Geopolitics, G20/B20, AI/Technology, & Strategic Business Roadmaps
  2. Family Office Trends, Tech/Alternative Investing, & Private Wealth
  3. Next Gens, Legacies, Philanthropy, & Generational Wealth Dynamics
  4. Preparing Next Gen Leaders for Greatness & Enhancing UHNW Legacies
  5. Building Great Tech Ventures with Wisdom as Entrepreneurs & Investors
  6. Mental Health & Pragmatic Emotional/Social/Leadership Intelligence (3EQ)
  7. Ivy League/Elite College Admissions, University Life, Careers, & Human Capital

  ..

  2025:

  1. Chair
  2. Speaker
  Family Office & Private Wealth Legacy Summit 2025 (Opal Group)
  The Hamptons, NY, Aug 26-27

  Panelist: Post-Election Outlook – Navigating Global Macroeconomic Trends, Geopolitics, and U.S. Leadership
  Family Office Winter Forum (Opal Group)
  NYC, Mar 10

  Guest
  Legacy Builders Conference (UHNW Families & Family Offices, invite-only by GROCO)
  Eau Palm Beach Resort, FL, Feb 4-6 

  Speaker: Next Gen Success – Key Messages for Wealthy Parents
  Asia Futurists Leadership Festival (Association of Family Offices in Asia)
  Live online, Jan 13, 11:30pm – 12am Hong Kong Time, 7:30-8am PT, 10:30-11am ET  

  .
  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

  Exclusive Interviewee
  Red Hot Monde Magazine – November/December 2024 Issue
  Dec 1

  Panelist: Family Office Trends 2025
  LP, Family Office & FoF 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

  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. 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 (Opal Group)
  Napa Valley, Oct 15-17

  Chief Mentor & 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

  Chief Mentor & 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. 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 (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

  Chief Mentor
  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.

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