Team

Michael Blitzer is a Founder and Managing Partner of Inflection Point Asset Management. He has led six public listings across Inflection Point’s portfolio of strategically important assets in the aerospace & defense, critical minerals, and technology industries. In total, he has led more than $5B of capital raises to catalyze growth across the portfolio and build leading multi-billion-dollar companies across a variety of industries. He has also overseen billions of strategic mergers & acquisitions.

At USA Rare Earth (Nasdaq: USAR, formerly Inflection Point II), Mr. Blitzer has been Chairman of the board since its 2025 public listing on Nasdaq where he has overseen a 5-fold increase in market capitalization through M&A and the landmark $3B public-private partnership with the United States Government. Mr. Blitzer is also Lead Director at Merlin Labs (Nasdaq: MRLN, formerly Inflection Point IV), a leading AI-enabled autonomous flight company, where he also chairs the nominating & governance committee, and is a Director at Intuitive Machines (Nasdaq: LUNR, formerly Inflection Point I), a leading lunar exploration company and the first private enterprise to successfully land on the moon, where he chairs the compensation committee.

He is currently Chairman and CEO of Inflection Point III and Inflection Point V, which have announced transactions with A1Rwater and GoWell, respectively, in the water and energy technology fields. He will become Chairman of the Board at A1Rwater (Nasdaq: WATR) upon its public listing in 2026. He is also Chairman of the Board of Inflection Point VI (Nasdaq: IPFX).

Previously, he was the founder and CEO of Kingstown Capital Management, which he founded in 2004 and grew into a multi-billion asset manager with some of the world’s largest endowments and foundations until 2021. Mr. Blitzer began his Wall Street career at J.P. Morgan Securities in 1999, advising companies globally in private debt and equity capital raises, followed by work at the investment fund Gotham Asset Management, which was founded by the author and investor Joel Greenblatt. Mr. Blitzer taught courses in Investing at Columbia Business School for five years in the 2010s. He holds an M.B.A. from Columbia Business School and a B.S. from Cornell University.

Kevin Shannon is a Founder and Partner of Inflection Point Asset Management. Mr. Shannon has been CEO of Inflection Point VI (Nasdaq: IPFX) since December 2025 and serves as COO of Inflection Point III (Nasdaq: IPCX), a special purpose acquisition company which announced the signing of a definitive agreement for its initial business combination with Air Water Ventures Holdings Limited. Since September 2025, Mr. Shannon has served as the COO of Inflection Point V (Nasdaq: IPEX), a special purpose acquisition company which announced the signing of a definitive agreement for its initial business combination with GOWell Technology Limited. He previously served as Chief of Staff of Inflection Point II (Nasdaq: IPXX) from March 2023 until the completion of its initial business combination with USA Rare Earth, Inc. in March 2025, as Chief of Staff of Inflection Point I (Nasdaq: IPAX) from March 2021 until the completion of its initial business combination with Intuitive Machines, Inc. in February 2023, and as the COO of Inflection Point IV (Nasdaq: IPDX) from July 2025 until the completion of its initial business combination with Merlin Labs, Inc. in March 2026. In his role as COO of IPCX, IPDX and IPEX, and Chief of Staff for IPXX and IPAX, Mr. Shannon was an active participant in all target search, negotiation, and due diligence workstreams. Mr. Shannon also currently serves as Capital Markets Advisor for Intuitive Machines, Inc. and as Special Advisor to USA Rare Earth, Inc. Prior to Inflection Point Asset Management, Mr. Shannon was a Principal at The Venture Collective from April of 2023 to March of 2024 helping to source and diligence later stage investments for the venture capital firm. Before that, Mr. Shannon was a Senior Analyst at Kingstown Capital from March of 2021 to March of 2023. Mr. Shannon began his career in Equity Capital Markets at Bank of America, spending time working across the Technology, Industrials, Equity-Linked, and SPAC teams within ECM. Mr. Shannon holds a B.A. from Colgate University.

Adam Saks has served as the CFO of Inflection Point Asset since January 2026. He currently serves as the CFO of Inflection Point VI and Principal of A. Saks Advisory. Prior to Inflection Point Asset Management, Mr. Saks served as CFO of Aksia, Executive Director of Corporate Finance - Head of FP&A at Perella Weinberg Partners, and as VP of FP&A at Fortress Investment Group. Mr. Saks holds a B.B.A. in Finance, Investment & Banking from the University of Wisconsin.

Dylan Chan has served as Chief of Staff at Inflection Point Asset Management since May 2026. Prior to joining Inflection Point, Mr. Chan served as a Technology Investment Banking Analyst at Cantor. He began his career at Boeing as a Rocket Propulsion Engineer on NASA’s SLS Program. Mr. Chan holds a B.E. in Mechanical Engineering and a B.A. in Engineering Sciences from Dartmouth College.