As a thought leader, ThreeEQ Founder and CEO Jason Ma 馬良傑 contributes actively to the press and to corporate and education leadership communities worldwide. If you are from the press or a community of great minds and would like to interview Mr. Ma or invite him to speak, please contact us. Thank you!
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Articles & Columns
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..
2025:
Guest
Global Investors Annual Meeting (LinkBridge Investors)
Silicon Valley, Nov 17-181. 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 26-271. 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 21-23Speaker
361Firm Newport Conference
Newport, RI, Jul 20Guest (Invitation Only)
Investor Reunion in New York (LinkBridge Investors)
NYC, Jun 17Speaker
361Firm Bay Area Conference
SF, Jun 15Moderator: Geopolitics and Tech—Navigating Investments Under the New Trump Administration
AI/Tech Investing Forum 2025 (Opal Group)
SF, Jun 12-13VIP Guest & Mentor (Invitation Only)
The Wall Street Conference 2025 (Lyons Capital)
West Palm Beach, FL, May 20-21Guest (Invitation Only)
The Future of Technology-savvy Boards (Digital Evolution Institute)
NASDAQ, NYC, May 15Speaker: Spiritual Unity
Gala: Golden Bridge: The U.S. and Vietnam (American Frontier Foundation)
War Memorial Opera House, SF, May 9, VIP Reception begins at 5pmGuest
Investor Breakfast (Invitation Only, Verda Family Office), May 8
Davos Worldwide Milken Side Event and Afterparty, May 7
Beverly Hills, May 7-8VIP Guest (Invitation Only)
Formula 1 Miami: High-Perf. Thinking + Ferrari Soiree (Ligo Partners Family Office, Creativo, and Ferrari Club)Miami Design District, May 2.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.
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 24Chief Mentor & Author
Preparing Next Gen Leaders for Enduring Success
LinkedIn, Apr 23Guest (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 11Dad, Mentor, Rainmaker, & Guest (Author)
“MAfia” Moments, Minevich Birthday, Investor Meetings, & Ligo Partners Family Office Soiree
NYC, Apr 3-6Panelist: 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 20Guest (Invitation Only)
R360 New York Private Member Meeting and Dinner
Coco’s at Colette and Avra Madison, NYC, Mar 131. 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 11Panelist: Post-Election Outlook—Navigating Global Macroeconomic Trends, Geopolitics, and U.S. Leadership
Family Office Winter Forum (Opal Group)
Convene 360 Madison, NYC, Mar 10Show Guest
Arthur’s Round Table Podcast (Family Office Insights)
Feb 28Delegate (Invitation Only)
FII PRIORITY Miami 2025: Invest with Purpose (Like a Mini Davos)
President Trump spoke in person.
Faena Hotel Miami Beach, Feb 19-21Guest (Invitation Only)
NBA All-Star Game 2025 Viewing Party (Presented by EMPIRE & Netizaar)
SF, Feb 16, 4-8p PTGuest (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 1Panelist: Unlocking Family Office Investments
Quarter Century Tech Gigaparty with a16z, Khosla Ventures, Softbank, etc.
VIP Room, Temple Nightclub SF, Jan 31Moderator: 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 16Guest
IvyFON Family Office Outlook 2025 Forum
SF, Jan 15-16Speaker: Next Gen Success – Key Messages to Wealthy Parents
Asia Futurists Leadership Festival (Association of Family Offices in Asia)
Live online, Jan 13Chief Mentor, Rainmaker, & Author
Single Family Offices (SFOs) & UHNWIs: The Rise of Smart Direct Tech Investing
LinkedIn, Jan 8, 2025.
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 8-10Guest
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 2-6Featured 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 (invite-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 231. 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 15-17Author
Elite Success for Next Gens: Essential Insights for Wealthy Families and Leaders
LinkedIn, 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, Sep 19Donor Partner
Silicon Valley Community Foundation 2024 Annual Meeting & Private Reception
SVCF HQ, Mountain View, Sep 191. 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 26-28Guest
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 Profound Mission: Preparing Next-Gen Leaders for Greatness and Enhancing UHNW Family & CEO Legacies
LinkedIn, Jul 11Speaker
Global Capital Network Investor Conference
(View Ma’s inspiring 8-min interview)
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 (UHNW Families & Family Offices, invite-only by GROCO)
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 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.
Videos
Jason Ma’s candid, impromptu interview with host Arthur Bavelas on Arthur’s Round Table Podcast by Family Office Insights. Correction: From 23:17 to 23:22, Jason meant “billion,” not “million.” Also available on Spotify and Apple Podcasts.
Photos
B20 member Jason Ma with G20 Leaders and fellow B20 participants (in reverse-chronological order). The B20 is the G20’s official global business forum. Jason has served on the Future of Work, Employment, Human Capital, & Education Task Force through the G20 Presidencies of Australia, Turkey, China, Germany, Argentina, Saudi Arabia, Italy, Indonesia, India, Brazil, and South Africa (2025). He’s also an influential voice in AI & Digital Transformation and Trade & Investment. View: https://lnkd.in/g3iDyC7V/.