Jason Ma’s Post

As a dedicated mentor, my core mission at our family business, ThreeEQ, is to prepare Next Gens for greatness and enhance family and CEO legacies. Spearheaded by myself as an award-winning Chief Mentor and trusted, third-party strategic advisor, ThreeEQ offers: - Elite college and grad school admissions consulting - High-end career, life, executive, and UHNW family legacy coaching - High-level global strategic business advisory and rainmaking (dealmaking) - Inspirational and leadership speaking Our uniquely powerful and proven 4S and 3EQ mentorship framework helps students prepare exceptionally well, achieve great outcomes, and elevate their long-term success and well-being arc. Recently, I had the honor of speaking and inspiring at the Legacy Builders Conference in Silicon Valley. On the opening fireside chat, “Engaging The Next Generation,” I addressed an audience of UHNWIs, Family Offices, and other VIPs. Watch our opening discussion here: https://lnkd.in/ekVZK2HJ. Alan Olsen, event host and managing partner of GROCO, shared, “Your insights were incredibly valuable, and your holistic approach to mentoring next-gen leaders truly resonated with everyone. We’re excited to have you join us again in Palm Beach this fall.” Jacqueline N. Hernandez, co-host and moderator, added, “We extend our heartfelt gratitude for your inspiring contribution. Your insights and expertise greatly enriched our event, and we have received tremendous positive feedback from attendees deeply moved by your presentation.” Another highlight was my engaging fireside chat Q&A with legendary former 49ers quarterback and private equity leader Steve Young, moderated by Alan Olsen. Sharing the stage with Steve was a privilege. Watch a part of Steve’s Q&A with me here: https://lnkd.in/e3beHDbF. I also wrote a post reflecting on the Legacy Builders Conference: https://lnkd.in/e5TdX8uW. As a matriarch or patriarch, if you’re interested in learning more about how I, along with Team ThreeEQ, can support your family’s future, please visit our updated ThreeEQ Parents page: ThreeEQ.com/Parents/. Learn more about my high-powered coaching, rainmaking, and speaking at www.ThreeEQ.com. #NextGenLeadership #FamilyOffice #FamilyOffices #UHNW #PrivateInvesting #WealthManagement #LegacyPlanning #FamilyLegacy #SuccessionPlanning #CollegeAdmissions #CareerDevelopment #Entrepreneurship #Innovation #Inspiration #JasonMa #SiliconValley #ThreeEQ

At Opal Group’s Family Office & Private Wealth Legacy Summit in Southampton on August 27, I'm honored to be invited to speak on two panels: 1. Moderator: “Dynamics of Generational Wealth Among Family Office Parents and Their Heirs,” the opening panel 2. Panelist: “Collaborative Wealth Building: Engaging the Next Generation” Opal’s post below relates to 2. Here's my post that describes both 1. and 2.: https://lnkd.in/e5yaXdj9 Learn more and register at https://lnkd.in/g84UYsBA. In addition to passionately coaching/mentoring next-gen leaders for greatness and rainmaking for select impactful companies, my upcoming speaking engagements are listed at ThreeEQ.com/events. #OpalGroup #Hamptons #FamilyOffice #FamilyOffices #UHNW #WealthManagement #NextGen #RisingGen #CEOs #Technology #Entrepreneurship #Mentoring #Investing #Legacy #Philanthropy #SuccessionPlanning #KeynoteSpeaker #LeadershipSpeaker #ThreeEQ

Congrats to Tracy A. McWilliams and team at Digital Evolution Institute, including Julia Valentine, Brinkley Skye, Marc Segelnick, Caitlin Panasci, Kelli Richards, and Arthur Mrozowski, for orchestrating the excellent The Future of AI, Technology, and Venture held at Microsoft Silicon Valley HQ. It was an honor to speak and inspire on the opening fireside chat, “How Artificial Intelligence Is Impacting Venture Investing,” alongside Edith Yeung moderated by Caitlin. While Edith covered her perspective as a VC GP, I addressed: 1. What psychological, mindset, and skill set shifts are necessary for entrepreneurs and investors to effectively leverage AI in their ventures. 2. Practical value-building and risk mitigation strategies recommended for AI startups to navigate the opportunities, challenges, and uncertainties in the rapidly evolving tech landscape. 3. How AI can enhance decision-making processes in venture investing, and further words of wisdom for both entrepreneurs and (family office, VC, and private) investors. The social connections through the event and the private receptions for speakers and VIPs were also delightful. See Tracy’s post on our party at the Four Seasons Palo Alto: https://lnkd.in/eU__-HDi. My recent and upcoming speaking engagements are partially listed on www.ThreeEQ.com/events. #DigitalEvolutionInstitute #AI #ArtificialIntelligence #FamilyOffice #VentureCapital #PrivateInvesting #CEOs #Technology #Innovation #Entrepreneurship #Microsoft #SiliconValley #FiresideChat #KeynoteSpeaking #ThreeEQ

Congrats to Gen Z entrepreneur and investor Jacob K. for organizing The Future of Education Conference at Microsoft Silicon Valley HQ. Fine work, Jacob; I know it’s your first experience organizing a conference. :-) I had the pleasure of speaking and giving guidance on the opening panel, “Mental Health in Education,” alongside Jim Eagen and Devin Carr moderated by Jasmine Shih. This is a critical topic spanning pK-12 education, higher education, vocational education and training (VET), and lifelong learning. Upgrading mental health and well-being is a subset of the 1:1 coaching and mentoring process of my own students. I also enjoyed the social aspect of this intimate gathering. It was good to see the Penn Club of Silicon Valley as a partner. (A number of my former students have been admitted to and attended Penn/Wharton.) My recent and upcoming speaking engagements are listed on www.ThreeEQ.com/events. #FutureOfEducation #Education #GenZ #Mentoring #MentalHealth #CollegeAdmissions #HigherEducation #LifelongLearning #CareerDevelopment #Technology #Entrepreneurship #FamilyOffice #Investing #Philanthropy #Microsoft #SiliconValley #FiresideChat #Keynote #B20 #B20Brasil #ThreeEQ

A great time with fellow speakers, VIPs, and organizer Tracy A. McWilliams at the pre-conference private reception at Four Seasons Palo Alto. I’ll speak on the opening fireside chat, “How AI Is Impacting Venture Investing,” in The Future of AI, Technology, and Venture at Microsoft Silicon Valley HQ. #FamilyOffice #PrivateInvesting #VC #AI #Technology #Innovation #Entrepreneurship #ThreeEQ

Looking forward to speaking and learning together at the event! Heal well Anurag Chandra. Glad to have Caitlin Panasci as the replacement moderator. Keep rocking, Tracy A. McWilliams and team! #DigitalEvolutionInstitute #FamilyOffice #FamilyOffices #CEOs #Technology #Innovation #Entrepreneurship #PrivateInvesting #VentureCapital #AI #ArtificialIntelligence #Microsoft #SiliconValley #FiresideChat #Speaking #ThreeEQ

Looking forward to speaking, learning, and socializing together at the event! #FamilyOffice #FamilyOffices #PrivateInvesting #VentureCapital #Entrepreneurship #Mentoring #KeynoteSpeaker #Speaking #ThreeEQ Josh Bois ✔ Allison Parker

Please join me at Opal Group’s Family Office & Private Wealth Legacy Summit at the Parrish Museum in Southampton on August 27, plus their private socials the evening before and the Hampton Classic Horse Show the day after. I’ve accepted and am honored to speak on two panels: 1. Moderator: “Dynamics of Generational Wealth Among Family Office Parents and Their Heirs,” the opening panel 2. Panelist: “Collaborative Wealth Building: Engaging the Next Generation” Opal writes, "The landscape of family offices has seen a significant transformation over the last decade, influenced by substantial wealth accumulation, demographic shifts, and the evolving preferences of younger generations. ‘Family Office Private Wealth Legacy’ is an exclusive gathering designed to explore these paradigm shifts. This event offers in-depth content and unparalleled networking opportunities with leaders from single and multi-family offices, alongside UHNW investors. Join us as we delve into the trends shaping the future of wealth management, focusing on social impact investing, technological advancements, and sustainability." Learn more and register at https://lnkd.in/g84UYsBA. Special thanks to David Leibowitz for orchestrating this, including his kick-off post: https://lnkd.in/gqHSqfvQ. My gratitude also to Chelsea Toler for the referral. In addition to passionately coaching/mentoring next-gen leaders for greatness and rainmaking for select impactful companies, my upcoming speaking engagements are listed at ThreeEQ.com/events. #OpalGroup #Hamptons #FamilyOffice #FamilyOffices #UHNW #WealthManagement #NextGen #RisingGen #CEOs #Technology #Entrepreneurship #Mentoring #Investing #Legacy #FamilyLegacy #Philanthropy #SuccessionPlanning #KeynoteSpeaker #LeadershipSpeaker #ThreeEQ