ThreeEQ

Clarity. Leadership. Legacy.


“Bridging Generations: Hamptons Version” on Secure the Bag with Ariel Serber. Related post: https://lnkd.in/p/gMgGEhg8/

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“Family Office Trends: Where Smart Capital Is Going in AI” at the AI Summit @ Stanford

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“Clarity, Legacy, and Leadership in the Age of AI” on The Smoke Trail with Smoke Wallin

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“The Future of Family Offices: AI, Direct Investing, and Legacy” on GSD Venture Studios Podcast with Gary Fowler

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“Single Family Office Trends in the Age of AI” with SFO principals moderated by Jason Ma at the Silicon Valley Economic Forum (SVEF) 2026, which he chaired

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“Elite College Admissions in the Age of AI” with Dan Costa, Chief Content Officer and Editor-in-Chief of Worth Media, at Worth’s inaugural Beyond Wealth Summit

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“Leading Like Christ in Silicon Valley: The Mission Greater Than AI” on Anchoring Hope Podcast with David Mansilla

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“Winning Isn’t Enough” Confluentely Podcast with Tiffany Hart

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“Geopolitics 2026: The U.S., China, Venezuela, Europe’s Degrowth, the Arctic Scramble, and Where Smart Money Moves Next” on Family Office TV with Angelo Robles

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“AI, Direct Investing, and the Future of Family Office Decision-Making” on Family Office Info Live with Danielle Patterson

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“Global Risk and Where Smart Capital Is Moving” on Your Family Office Podcast with Colten Ratz and Karen Melonie Gould

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“Faith Made Me a Better Father, Husband, Leader, and Human Being” on The Authenticity Journey with Clara Vanine and Marlon Bermudez

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Jason Ma chairs Opal Group’s Family Office & Private Wealth Legacy Summit 2025 in the Hamptons and moderates the opening panel, “Bridging Generations—Wealth Transfer Dialogues Between Parents and Heirs.” This is an excerpt.

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Lydia Ma shares her Gen Z perspective from the opening panel, “Bridging Generations – Wealth Transfer Dialogues Between Parents and Heirs,” at Opal Group’s Family Office & Private Wealth Legacy Summit 2025 in the Hamptons.

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Sabrina Ma shares her “senior” Gen Z perspective from the opening panel, “Bridging Generations – Wealth Transfer Dialogues Between Parents and Heirs,” at Opal Group’s Family Office & Private Wealth Legacy Summit 2025 in the Hamptons.

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“Why Elite Schools Aren’t Everything: Future-Focused Leadership for Real-World Impact” on SF Commercial Property Conversations with Bruce Bean

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“From ThreeEQ to AdXero: Mentoring UHNW Family Next Gens & Disrupting a Legacy Industry” (AdXero: 34:25–44:08) on 9×90 with Adi Soozin

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“Preparing Next Gen Leaders” on Secure The Bag with Ariel Serber

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On Arthur’s Round Table with Arthur Andrew Bavelas of Family Office Insights. Correction: From 23:17 to 23:22, Jason meant “billion,” not “million.”

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Short speech at Dinner of Eight with MC Jeff Meshel, at Miami Beach Marina

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“Navigating Next-Gen Leadership and Legacy in Family Offices” on Keeping It In The Family Office with Lenny Pisano

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Practical insights and tips for wealthy families, leaders, and Next Gens at the Global Capital Network Investor Conference with media host Fairlie Arrow

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“Geopolitics and Family Offices” on Family Office TV with Angelo Robles

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“Preparing Next-Gen Leaders for Greatness” on Leaders Who Care® with Mark Sadovnick of 5th Element

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“Engaging The Next Generation,” the opening fireside chat at the Legacy Builders Conference in Silicon Valley

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Chatting with Steve Young, Pro Football Hall of Famer, former 49ers quarterback, and private equity leader, at the Legacy Builders Conference

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“Shaping Next-Gen Leaders” on The American Dreams Show with Alan Olsen of GROCO

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“Preparing Next-Gen Leaders for Greatness and Enhancing Family Legacies,” a Family Office List MasterClass with Danielle Patterson

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“Emerging Industries (AI, Quantum, Energy) and Philanthropy/Impact/Next Gens” at 361Firm Investment Conference 2024 in Miami

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“Optimizing Philanthropy, Impact, and Next Gens” at 361Firm Investment Conference 2024 in Naples, FL

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Co-MC and induction into the League of Gentlemen at the Sustainable Goals Banquet commencing UNGA 2022, in the presence of Heads of UN Delegations, First Ladies, Ambassadors, CEOs, and other VIPs

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A reflection as co-MC of the Sustainable Goals Banquet commencing UNGA 2022 in NYC

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“Getting Admitted to Ivy League & Elite Universities with Well-Being” on Money Talk Viewpoint with Shauntel Leeson. Correction: ThreeEQ is a family business, not a family office.

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Acceptance to be co-MC of the Sustainable Goals Banquet commencing UNGA 2022

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“The Art of Mentoring the Next Gen and Succession Planning” at Family Office Conference 2022 by Family Office Magazine. The Panelists were single family office top leaders for 2 billionaire families, and a Silicon Valley tech veteran.

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Interview #2 for The CEO Magazine

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At Washington Elite with Bruce Porter

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Interview #1 for The CEO Magazine

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Testimony on what he loves about Jesus when He was on earth and what he would say to Him 1-on-1 (40:53 – 43:03 in this video by C3Milpitas.org in Aug 2021)

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Baptism and testimony on Easter Sunday 2021 (1:11:27 – 1:15:00 in this video by C3Milpitas.org)Filled with the Holy Spirit, he didn’t expect to burst into tears of love and joy.

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“Why to Prepare for College in 6th Grade” at Santa Clara County Office of Education with Jaime Koo (1:11:27 – 1:15:00 in this video)

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“Behind the Curtain of Elite College Admissions, University Life, and Beyond” on Family Office Association with Angelo Robles

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“Global Geopolitical Turbulence, Implications, and Strategic Business Roadmaps” on Family Office Association with Angelo Robles. “In pain and drowsy from medication during the episode shooting, I was at 60% but in good spirits,” Jason reflects, six days after his shoulder rotator cuff surgery.

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“Chief Mentor of Next-Gen Leaders: Foremost Coach for College Admissions, High-End Career, Leadership, and Life Success” on Family Office Association with Angelo Robles

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Featured in the B20 Summit introductory video in advance of the G20 Leaders Summit in Argentina (2018)

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“Preparing Your Children for Middle/High School, College Admissions, University Life, Early Career, and Personal Success,” at a special Harvard Business School Association (HBSA) event organized and sponsored by HBSA, and co-sponsored by alumni clubs from Harvard, Wharton, Stanford GSB, and Berkeley Haas

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Moderating the Direct Investing Panel at East Coast Family Office & Wealth Management Conference 2017

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Guest lecture on Leadership 3.0 at UC Berkeley (a snippet)

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“Shaping Young Leaders” on Channel NewsAsia’s C-Suite Show. Correct context: Right after Jason said, “…the 8 Ivy League schools,” this phrase should be included: “and various other private and public elite universities and colleges.”

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A perspective on Chinese investments overseas on The Star Online (TV) in Asia

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Keynote at an LAUSD Principals Meeting (2)

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Keynote at an LAUSD Principals Meeting (1)

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“How to Manage Stress, Clarify Direction, & Unleash Your Own Potential,” a keynote to high schoolers at the City of San Jose City Hall

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“Mentoring Millennials and Teens, and “Young Leaders 3.0” on Business Rockstars with Ken Rutkowski

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“Significance of Culture in Growth of a Country & in Business” at Global India Business Meeting 2012

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“Mentoring Top Students,” a TV interview in Jakarta, Indonesia

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“Empowering the Next Generation,” a fireside chat at APAC Investments Summit

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“Preparing for Harvard and Elite U.S. Universities,” a keynote at a private function in Jakarta, Indonesia

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Q&A on “Preparing for Harvard and Elite U.S. Universities” at a private function in Indonesia

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Keynote with Asian CEOs at a private function in Bangkok, Thailand

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Keynote (pep talk) with Lowell High students, faculty, and staff before the graduation commencement

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Student Testimonials

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“Young Leaders 3.0” book trailer

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College Apps Advice on Teen Kids News

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Leadership on Teen Kids News

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Acts of Random Kindness (ARK) Club founded by Sabrina Ma, “Young Leaders 3.0” book contributor, featured and supported by the Random Acts of Kindness Foundation

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Indian Youth & Education System at Global India Business Meeting (2014)

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Global Indian International Schools at Global India Business Meeting (2014)

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World Chinese Economic Summit 2014

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Global India Business Meeting 2012

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