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 and elite college admissions, higher education, next-gen leadership, and entrepreneurship include the following. A majority of his 12 Forbes articles reached hundreds of thousands of views each. His featured articles in Impact Wealth, Family Office, Red Hot Monde, and other magazines and publications—including WealthBriefing, Family Wealth Report, and Wealth-X—appear below this section.
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Why to Start Preparing for College in Sixth Grade
College Apps: Stanford, Anyone?
When to Say No to Harvard (College Rankings Demystified, It’s About Fit)
Events & News
Jason Ma chaired the Family Office & Private Wealth Legacy Summit 2025 and moderated its opening panel, “Bridging Generations—Wealth Transfer Dialogues Between Parents and Heirs,” in the Hamptons. A special moment as his two Gen Z daughters, Sabrina and Lydia, contributed together onstage.To invite Jason Ma to speak at your forum, show, or private event, please visit his Professional Speaking page (ThreeEQ.com/speaking) and follow the steps in the Invite Jason Ma to Speak section.
Ma accepts select invitations where he can contribute meaningfully. He brings strategic perspective, global context, and intergenerational insight to audiences—from Gen Z and parents to CEOs and billionaires. Below are selected engagements and recent thought leadership.
Ma’s signature speaking topics include:
1. Geopolitics, G20/B20, and Strategic Roadmaps in a Turbulent World
2. AI/Tech Disruption: What Leaders and Investors Should Do Now
3. Family Offices and UHNW Private Wealth: Trends, Risks, and Opportunities
4. Smart Direct AI/Tech Investing for Family Offices and Investors
5. Next Gens (Gen Z to Gen X), Legacy Building, and Wealth Transfer
6. Elite College Admissions, Human Capital, and the Future of Work and Education
7. Faith, Mental Health, and Practical Emotional, Social, and Leadership Intelligence (3EQ)
.2026Moderator
Global Investors Annual Meeting (LinkBridge Investors)
New York, NY — September 29Chairman
Moderator, Opening Panel
Family Office & Private Wealth Legacy Summit 2026 (Opal Group)
The Hamptons, NY — August 23–26Chair, Track A
Speaker
Family Office & Private Wealth Management Forum 2026 (Opal Group)
Newport Harbor Island Resort, Newport, RI — July 26–29Special Speaker
Lifest Festival 2026
Appleton, WI — July 9–12Chair, Day One
Speaker
Silicon Valley Economic Forum
San Jose, CA — May 15–16Delegate
FII PRIORITY Miami 2026
Faena Hotel, Miami Beach, FL — March 25–27
(Afterward, Nashville, TN — March 27–28)Fireside Speaker: Elite College Admissions in the Age of AI
Beyond Wealth Summit (Worth)
Palm Beach, FL — March 24–25
Chairman
Moderator: Weighing Risk, Return, and Strategic Opportunity within Asia
Global Investment Conference (Opal Group)
Consulate General of India, New York, NY — March 12
(In NYC — March 7–14)
Guest
Investing in Healthcare (Opal Group with the SDF Silverstein Dream Foundation)
7 World Trade Center, New York, NY — March 11Guest
IvyFON New York City Family Office Outlook 2026 Forum
Grant Thornton, 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
Media Guest
Anchoring Hope Ministries
Q1 (date TBD)Media Guest: Winning Isn’t Enough – Jason Ma x Confluentely
Confluentely Podcast
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
Lydia Ma: Wharton-to-Engineering, Promotion at Stripe, Gen Z Hiring Signals
LinkedIn Thought Leadership Post — February 18Author
Lunar New Year Reflection: Fire Horse, Change “On Steroids,” and Staying Anchored
LinkedIn Thought Leadership Post — February 17Participant
Faith Driven Investor Conference Watch Party
Menlo Park, CA — February 62026 Host Committee Member
Legends for Charity Dinner (Super Bowl 2026 Premier Event) Benefiting St. Jude
San Francisco Marriott Marquis, CA — February 5Author
College & Young Adult Inflection Points: Preparing Next Gens for Success with Well-Being and Stronger Legacies
LinkedIn Thought Leadership Post — February 3Media Guest: Geopolitics 2026: The U.S., China, Venezuela, Europe’s Degrowth, the Arctic Scramble, and Where Smart Money Moves Next
Family Office TV
Live online — January 22Media Guest: AI, Direct Investing, and the Future of Family Office Decision-Making
Family Office Info Live: Lunch & Learn Series
Live online — January 15
Videos
Jason Ma on Confluentely Podcast hosted by Tiffany Hart: “Winning Isn’t Enough – Jason Ma x Confluentely.” Many CEOs and executives win, then quietly wrestle with “what’s next.” This conversation is about the next level: upgrading mindset, strategy, skill sets, relationships, and execution, with well-being. They also unpack 4S + 3EQ and the ego traps that can sabotage an otherwise strong trajectory.
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, Italy, Saudi Arabia, Indonesia, India, Brazil, and South Africa. The United States will host the G20 and B20 in 2026. Jason is also an influential voice in AI, Digital, and Investment. View: https://lnkd.in/g3iDyC7V/.