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Jason Ma      

Preeminent Next-Generation Leaders Mentor; C-Suite Advisor & Global Business Rainmaker; Acclaimed Author; Leading Member of The B20 with The G20

Jason Ma is Founder, CEO and Chief Mentor at ThreeEQ, an award-winning family business that serves as a Premier Education, Tech Business, and Family Office advisory firm.

As a foremost Elite College Admissions, Life, and Executive Coach, Ma and Team ThreeEQ have holistically and successfully guided 1-on-1 numerous Next Gen achievers—from High School and College Students (Gen Z) to Gen X CEOs. ThreeEQ has helped them accomplish great outcomes and integrated success with well-being.

Along the way, Ma has profoundly honed his Students’ visionary story, state, strategies, soft skills, and execution (“4S“) and pragmatic emotional, social, and leadership intelligence (“3EQ“). This empowers them to enjoy GREATER life-cycle impact, relationships, and peace of mind with Parents, Partners, Families, and Businesses, and to mitigate risks of future (major) opportunity losses in our turbulent world. In UNHW families, this helps smooth succession planning—with sound family values.

Blessed with a 100% success rate with coachable, committed, and resourceful Private Clients, Ma is embraced as the inspiring “Chief Mentor of Next-Gen Leaders” in some CEO and Family Office circles. As a Business Strategist, Rainmaker, and Investor as well, Ma advises Owners, CEOs, and CIOs at select Companies and Single Family Offices.

Besides his award-winning family business ThreeEQ, Ma is Chief Business Officer at a high-impact, patented tech company with a vision to profoundly benefit and transform the massive 3-sided market of Consumers, Brands, and Service Platforms. It’s grown to beyond mid-stage.

Ma is a member of the B20, the official G20 dialogue forum with the global business community. He’s served on the Future of Work and Education Taskforce in B20/G20 Australia, Turkey, China, Germany, Argentina, Saudi Arabia, Italy, and Indonesia (2022). He was a Forbes Global CEO Conference delegate for 8 years before Forbes Media was acquired.

Ma is the acclaimed author of Young Leaders 3.0: Stories, Insights, and Tips for Next-Generation Achievers. He is an Impact Wealth and Family Office Magazines contributor. He was the Forbes contributor on Mentoring Young Leaders for Ivy League/Elite College Admissions, Higher Ed, Leadership, and Entrepreneurship success (1.7M+ views).

Organizers that have invited Ma as a sought-after Speaker include Elite Global Leaders Conference, Family Office Association, Family Office Magazine Conference, Ritossa Family Office Investment Summit, DC Finance, B20/G20 forums, global CEO events, Fashion 4 Development, World Chinese Economic Summit, Silicon Dragon, Silicon Valley Insider, HBS, Harvard, Stanford GSB, UC Berkeley Haas, and Wharton alumni clubs, Stanford, and UC Berkeley.

Ma and his wife are joyful parents of two happy, compassionate Gen Z rising leaders. The Ma family (playfully called the “MAfia”) values unconditional love, humor, and high standards in what matters. A believer, he began his journey and growth in faith late 2019. As part of his philanthropy, he serves as a St. Jude/ALSAC Advisory Council member. Ma earned a degree at UC Berkeley College of Engineering.

Speech Topics

LEADERSHIP 3.0: Stories, Insights, and Strategies for Multi-Generational, Cross-Cultural Teams—from Gen Z Students to Millennials to Gen X Leaders to Boomer Moguls

The Art of Mentoring the Next Gen and Succession Planning Succession Planning Lesson from President Washington Next-Gen Leadership & Skills in Turbulent, Ever-Changing Times Intergenerational Leadership in Family Offices Developing Effective Multigenerational, Cross-Cultural, Diverse, and Inclusive Teams Becoming the Boss or Older Colleague Whom Millennials and Gen Zers Love to Work with Becoming the Millennial or Gen Z Employee Whom Companies Love to Keep and Develop How to Hone Your Mindset and Soft Skills or “OS and Apps” of Your Mind and Soul How to Achieve Key Goals While Honing Emotional, Social, and Leadership Intelligence (“3EQ”) Entrepreneurship and Innovation When Change Is Accelerating—Silicon Valley Style Next-Generation Impact Investment, Philanthropy, and Social Entrepreneurship Young Leaders 3.0: Stories, Insights, and Tips for Next-Generation Achievers

CORPORATE GROWTH: Global, North America, Asia/Indo Pacific, Greater China, and Middle East Market, Geopolitical, Cultural, Human Capital, and Technological Trends, Strategies, and Business Roadmaps

Global (U.S. and China) Geopolitical Turbulence, Implications, and Strategic Business Roadmaps The Future of Work and Education: What You Need to Know and How to Advance Digital Transformation, AI/Machine Learning, and Education Technologies in G20 Economies Technology and Innovation Trends and Insights: West (Silicon Valley) Meets East (Asia/China) Intergenerational and Cross-Cultural Shifts and Mindset Differences: Americans vs. Chinese/Asians Understanding the Mindset/Psychology of Former President Trump

HNW FAMILIES & FAMILY OFFICES: Next-Gen Mentoring, Education & Lifelong Learning, Ivy League & Elite College Admissions, University Life, High-End Career, “Soft Side” of Succession Planning (Wealth Transfer Prep), Wise Parenting with Wealth, and Personal

The Art of Mentoring the Next Gen and Succession Planning How to Get Your Kids Admitted to Ivy League and Elite Colleges—Without Scandals Preparing Your Children for “3EQ,” Elite College Admissions, College Life, Career, and Personal Success Behind the Curtain of Ivy League/Elite College Admissions, Competitive University Life, and Beyond Why to Start Preparing for College in Sixth Grade When to Say No to Harvard What They Don’t Teach You at Ivy League Universities How to Achieve Key Life-Stage Goals While Honing Emotional, Social, and Leadership Intelligence (“3EQ”) for Long-Term Benefits How to Avoid and Get Ahead of the Dark Side of Social Media and Addictive Technologies Western vs. Asian/Chinese Parenting Styles and Family Success Strategies Intergenerational Leadership in UHNW Family Enterprises and Family Offices Family Exceptionalism: President Washington, Chief Succession Planner Young Leaders 3.0: Stories, Insights, and Tips for Next-Generation Achievers

In addition to the topics above, Jason Ma is happy to customize topics for your audience.

Example: At the Family Office Magazine Conference 2022 and the ELITE Global Leaders Conference 2022, Jason Ma will be a Keynote Moderator and a Keynote Speaker, respectively, along with luminary Mogul, Single Family Office, and UHNW CEO fellow speakers:

  • Keynote/Panel: The Art of Mentoring the Next Gen and Succession Planning

Example: At the 16th and 17th Ritossa Global Family Office Investment Summits in Dubai, UAE, Jason Ma was a VIP Speaker on the following:

  • Opening Keynote Panel: Elite Investor Insights for 2021 & Beyond
  • Keynote Panel: Spotlight on The Future of Education
  • Keynote Panel: The Eternal Flame Inside Our Families & the DNA of Success
  • Keynote Panel: Increased Giving for a Better Tomorrow: Predictions on Charity and Giving (Philanthropy) for 2021
  • Exclusive Closing Keynote Panel: Top International Family Offices Share Their Best Secret Proprietary Investment Ideas

Example: At DC Finance Family Office Conferences in New York and Miami, Jason Ma was a Panelist or Moderator on:

  • The Next Generation Panel: The Business of Philanthropy
  • The Impact Investment Panel
  • The New Technologies Session
  • The Direct Investing Panel
  • The EdTech Panel
  • The Future of Work & Education Fireside Chat

Example: At the World Chinese Economic Summit in Asia, Jason as a Panelist on:

  • Asian Family Business & Corporate Philanthropy
  • Growing Global and Regional Business—Key Success Factors for Business and Entrepreneurial Success
  • Young Entrepreneurs Roundtable
  • Shaping the Digital Economy—Building an Ecosystem for Innovation and Entrepreneurship
  • Social & Youth Entrepreneurship—Impact Investments

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