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 (~2 million views) include the following. Mr. Ma’s featured articles in Impact Wealth, Family Office, Red Hot Monde, and other magazines, as well as WealthBriefing, Family Wealth Report, Wealth-X, etc. 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
To invite Jason Ma to speak and inspire at your conference, show, or private gathering, visit his Professional Speaking page and follow the instructions in the “Invite Jason Ma to Speak” section.
Below are select speaking and guest engagements, media features, and thought leadership highlights. Mr. Ma brings strategic wisdom, global perspective, and intergenerational insight to audiences from Gen Z and parents to CEOs and billionaires.
Please note: ThreeEQ does not organize events or shows. Mr. Ma participates by invitation as a featured speaker, moderator, chair, or guest, and accepts select engagements where his presence can make a meaningful difference.
1. Geopolitics, G20/B20, AI/Tech, and Strategic Business Roadmaps
2. Family Office Trends, AI/Tech Direct Investing, and Private Wealth
3. Next-Gen Leadership, Legacy Building, Philanthropy, and Wealth Transfer
4. Building Disruptive AI/Tech Ventures with Wisdom as Entrepreneurs and Investors
5. Faith, Mental Health, and Pragmatic Emotional, Social, and Leadership Intelligence (3EQ)
6. Ivy League/Elite College Admissions, Human Capital, and the Future of Work and Education
.2026
Chairman
Moderator, Opening Panel
Family Office & Private Wealth Legacy Summit 2026 (Opal Group)
The Hamptons, NY — Aug 23-26Chair, Track A
Speaker
Family Office & Private Wealth Management Forum 2026 (Opal Group)
Newport Harbor Island Resort, Newport, RI — Jul 26-29Moderator
Global Investors Annual Meeting (LinkBridge Investors)
New York, NY — June date TBDChair, Day One
Speaker
Silicon Valley Economic Forum
San Jose, CA — May 15-16Chairman
Moderator: Strategies and Smart Money Moves from Leading Family Offices
Family Office Winter Forum 2026 (Opal Group)
New York Marriott Marquis, NY — Mar 10Show Guest
Anchoring Hope
Feb date TBDSpeaker
Winter Investment and Family Office Forum (TBC with the organizer)
Santa Monica, CA — Feb 25-26Host Committee Member
Legends for Charity Dinner (Premier Super Bowl 2026 Event) Benefiting St. Jude
San Francisco Marriott Marquis, CA — Feb 5 | 5-8pm PTGuest (Past Opening Panel Speaker)
Legacy Builders Palm Beach Summit (GROCO | Invitation Only)
Eau Palm Beach Resort & Spa, Palm Beach, FL — Jan 27-29Show Guest: AI, Direct Investing, and the Future of Family Office Decision-Making
Family Office Info Live: Lunch & Learn Series
Live online — Jan 15 | 10-11am PT, 1-2pm ET
.2025
Q4:
Guest
AI For Good Summit SF + Holiday Party
San Francisco, CA — Dec 12Show Guest: SFO & UHNW Family Priorities, Geopolitics, AI/Tech, Human Capital, and Investment Outlook
Your Family Office Podcast – Global Risk & Where Smart Capital Is Moving (also on Spotify)
Dec 10Founding Board Member
Cal Alumni of Silicon Valley
Dec 9Chairman
Moderator: Adapting to the New Global Order: Macroeconomic Realities for Emerging Managers
Emerging Managers Summit (Opal Group)
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Panelist: Capital’s Next Big Move: Where’s the Smart Money Going
Alternative Investing Summit (Opal Group)
The Ritz-Carlton, Laguna Niguel, Dana Point, CA — Dec 7-9Guest 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 — Dec 2-5Participant
Camp Cowboy Family Office Retreat (Invitation Only)
Austin, TX — Nov 21-23B20 Member
B20 South Africa Summit (Part of the G20 Process)
Johannesburg, South Africa — Nov 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 — Nov 19Guest
Global Investors Annual Meeting (LinkBridge Investors)
Newport Beach, CA — Nov 17-18Moderator: Single Family Office Trends
Silicon Valley Family Office & HNWIs Conference (DC Finance)
Treehouse Hotel Silicon Valley, CA — Nov 17Guest
Global AI Pitch Summit Silicon Valley 2025 (Co-Hosted by Stanford Entrepreneurs, Stanford Founders, & BFC)
Santa Clara Convention Center, CA — Nov 15-16Guest
Multiverse Summit 2025 – AI Forward: Accelerating Innovation at Scale (Invitation Only)
Rosewood Sand Hill, Menlo Park, CA — Nov 14Author
UHNW Parents: Preparing Next Gens. Strengthening Family Legacies.
LinkedIn Thought Leadership Post — Nov 12Author: Single Family Offices (SFOs) and UHNWI Investors: The Rise of Smart Direct AI/Tech Investing — featured in:
• Impact Wealth Magazine (Fall/Winter 2025 Edition, both digitally and in print)
• Family Wealth Report, WealthBriefing, and WealthBriefingAsia (Nov 2025)
• Red Hot Monde Magazine (Nov 2025 Edition, pp. 50-52 | also in print | their LinkedIn post)
VIP Guest (Invited by GLO)
AI Investment Summit 2025 @ UC Berkeley
Pauley Ballroom, UC Berkeley, CA — Nov 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 — Oct 22-24
Videos
Jason Ma on Your Family Office Podcast: Global Risk & Where Smart Capital Is Moving, with co-hosts Colten Ratz and Karen Melonie Gould and fellow guest Per Wimmer. Jason shares insights on family office and UHNW family priorities, geopolitics, AI/tech, human capital, and investment outlook.
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/.