Jason Ma

My 2026 speaking calendar (with links): ThreeEQ.com/events To invite me to speak at your event: ThreeEQ.com/speaking I accept select invitations where I can contribute meaningfully. Signature topics: 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) #KeynoteSpeaker #EventProfs #FamilyOffice #AI #Investing #Geopolitics #Leadership #GenZ #CollegeAdmissions #MentalHealth #ThreeEQ

At @Opal_Group’s Family Office Winter Forum and Global Investment Conference in NYC last week, it was an honor serving as chairman for both forums, and moderating two panels. 1) Family Office Winter Forum (NY Marriott Marquis, 3/10) I gave the Opening Remarks and moderated: Strategies and Smart Money Moves from Leading Family Offices • Investment criteria, emerging managers, and deal selection • Tech, AI, and tools shaping portfolio management • Trends, themes, and what defines a smart investment We also enjoyed various panels, fireside chats, and breakouts, including Lieutenant General Michael Barbero on emerging U.S. defense and security trends, and legendary American designer Kenneth Cole on philanthropy. 2) Global Investment Conference (@consulate_york, New York, 3/12) I gave the Opening Remarks and welcomed Ambassador Binaya Shrikanta Pradhan, and scientist, investor, and candidate for New York State Comptroller Joseph Hernandez @hernandezforny. Thank you to Ambassador Pradhan and his team for graciously hosting us at their venue. I also moderated: Weighing Risk, Return, and Strategic Opportunity within Asia — A discussion on the merits and challenges of investing in Asia, including growth prospects, policy risk, geopolitical considerations, and market accessibility. 3) Investing in Healthcare (7 World Trade Center, 3/11) It was a pleasure attending this Opal forum, hosted by Silverstein Dream Foundation. Their 40F venue has a stunning 360-degree view of Manhattan. 4) Family note The week concluded by celebrating my older daughter’s birthday—MAfia+ dinner, karaoke with friends, and family time—plus other socials. A joyful close to an inspiring week. 5) Appreciation, and what’s next with Opal Hats off to the Opal team for curating and running terrific events. Looking ahead, I’m honored to serve again at Opal’s flagship family office events: 👉 Chair (Day One) and panel moderator, Family Office & Private Wealth Management Forum 2026 (Newport, RI, 7/26–29) 👉 Chairman and opening panel moderator, Family Office & Private Wealth Legacy Summit 2026 (The Hamptons, NY, 8/23–26) (Three years in a row chairing Opal Hamptons, since its inaugural in 2024) My speaking engagements: ThreeEQ.com/events My professional speaking: ThreeEQ.com/speaking My work as Chief Mentor, rainmaker, investor: ThreeEQ.com #OpalGroup #FamilyOffice #Investing #Geopolitics #ThreeEQ

Grateful to be a guest on @davidmansilla’s Anchoring Hope Podcast, for His glory. It feels timely as I’m observing a bit of a revival in faith across the nation, if not the world. Episode: “Leading Like Christ in Silicon Valley: The Mission Greater Than AI” threeeq.com/videos/jason-m… We discuss: leading at inflection points, habits + character, faith in the marketplace (without being preachy), and staying anchored amid AI-era turbulence. More: ThreeEQ.com/events #Faith #FaithDrivenEntrepreneur #AnchoringHopePodcast #ThreeEQ

@davidmansilla Thank you for the invite to be on your show. Was an honor and pleasure contributing together for His glory.

🌟It was great to hear insights from Jason Ma, Mary D’Souza, and Jaha Cummings on investing in Asia. #OpalGroup #OpalGroupGIC #Investing #Finance

Honored to be a fireside speaker at Worth Media Group (Worth)’s inaugural Beyond Wealth Summit in Palm Beach (March 25, 2026). Worth’s “Beyond Wealth” framing resonates: once financial success is achieved, the harder work becomes stewardship, purpose, and enduring outcomes for families and for enterprises. Moderated by Worth’s Chief Content Officer Dan Costa, I’ll speak on “Elite College Admissions in the Age of AI.” I’ll give practical insights for UHNW parents and teen Next Gens on why strong preparation, character, and execution matter. We’ll cover how AI and global competition are reshaping admissions strategy and how to prepare the next generation of leaders who are teens today, for success with well-being. Delighted to see Worth Chairman and 1-800-Flowers.com Founder & Chairman Jim McCann, and Worth CEO Josh Kampel, as fellow speakers. I’ve enjoyed getting to know Jim, Josh, and Dan. To learn more and request your invitation: worth.com/event/beyond-w… If you’ll be attending, please say hello. — My latest speaking calendar and thought pieces: ThreeEQ.com/events. #Worth #CollegeAdmissions #GenZ #AI #FamilyOffice #Mentorship #ThreeEQ

🌟 We’re excited to present Jason Ma, Stephanie Oestreich, Mary D'Souza, and Jaha Cummings, presenting a the panel on Thursday, March 12, 2026. 📝 To register please visit, bit.ly/4t7jiFx or email info@opalgroup.net #OpalGroup #OpalGroupGIC #Finance #GlobalInvesting

🌟Jason Ma, Lindsey Sichel, Gregory Kammerer, John Bailey, Lee Rough, and Adi Divgi, shared strategies and smart money moves from leading family offices. #OpalGroup #OpalGroupFOWF #FamilyOffice #Finance

🌟 We’re excited to present at the Global Investment Conference 2026,Jason Ma and Jose Hernandez, presenting the “𝐎𝐩𝐞𝐧𝐢𝐧𝐠 𝐑𝐞𝐦𝐚𝐫𝐤𝐬” on Thursday, March 12, 2026. 📝 To register, bit.ly/4t7jiFx or email info@opalgroup.net #OpalGroup #OpalGroupGIC #Finance

Thank you Jason Ma and R. Adam Smith for the opening remarks and kicking us off four our Family Office Winter Forum 2026! #OpalGroup #OpalGroupFOWF #Finance

Many CEOs and executives win, then quietly wrestle with “what’s next.” My conversation with host Tiffany Hart on her Confluentely Podcast is about the next level: upgrading mindset, strategy, skill sets, relationships, and execution, with well-being. We also unpack 4S + 3EQ (core in my mentorship framework) and the ego traps that can sabotage an otherwise strong trajectory. Full episode ("Winning Isn't Enough -Jason Ma x Confluentely"): threeeq.com/videos/jason-m… Tiffany’s Instagram: Confluentely_1 #ExecutiveLeadership #ExecutiveCoaching #Entrepreneurship #Parenting

I’m honored and looking forward to chairing and moderating at @Opal_Group family office and investment forums again, this time in New York City on March 10 and 12. Mar 10 — Family Office Winter Forum (New York Marriott Marquis) Link: opalgroup.net/finance/family… Chairman + Moderator: “Strategies and Smart Money Moves from Leading Family Offices” Mar 12 — Global Investment Conference (Consulate General of India, New York) Link: opalgroup.net/finance/global… Chairman + Moderator: “Weighing Risk, Return, and Strategic Opportunity within Asia” Also, as a guest: Mar 11 — Investing in Healthcare (with Silverstein Dream Foundation, 7 World Trade Center) Link: opalgroup.net/finance/invest… If you’ll be there, please say hello. I’ll be in NYC March 7–13. My speaking calendar and recent thought pieces, with links: ThreeEQ.com/events (and more at ThreeEQ.com). #FamilyOffice #PrivateWealth #Investing #Geopolitics #Asia

I’m honored to be a moderator and fireside speaker at @CampdenWealth’s IPI Winter Investment & Family Office Forum (Regent Santa Monica Beach, Feb 25–26). This is my first time speaking at Campden/IPI, which has a long-standing reputation in the family office space. Moderator: “The Rise of Direct AI and Tech Investing in Family Offices” Panelists: @allihuynh and David Robb (SFO principals) Fireside speaker: “Next-Gen Mentoring: Shaping Future Stewards of Family Capital” Moderator: @SmokeWallin , Managing Director & Partner, STS Capital; Co-founder, DignityMoves; IPI Member I’ve enjoyed getting to know Susan Kemp, CEO, Campden Wealth and Institute for Private Investors (IPI), and preparing with her team led by Steven Sklar, VP. Thank you to Ken Goldman for connecting Susan and me. My latest speaking calendar and thought leadership: ThreeEQ.com/events (and more at ThreeEQ.com). Photo: from an earlier speaking appearance at a summit in Asia. #FamilyOffice #AI #TechInvesting #NextGenLeadership #Mentorship