1. Amy Bretz
PROFESSIONAL EXPERIENCE
Stark Investments, Milwaukee, WI – During my time at Stark Investments, the firm grew from a small
Milwaukee-based hedge fund manager to a large, global multi-strategy alternative investment manager
of multiple private fund structures. I was asked to remain with the firm to assist with the process of
winding down the firm until such point as there was no longer sufficient substantive work for my skill
set.
Documentation Manager - January 2000 – September 2016
 Negotiation of documentation and implementation of accounts, including prime brokerage,
swap, futures, repurchase, custodial, execution and banking for a diverse group of funds
 Due diligence in support of accounts and due diligence of multiple counterparties in multiple
jurisdictions, including United States, United Kingdom, Canada and Asia
 Creation of organizational system for the large number of counterparty agreements and
support, of which counterparties numbered in the hundreds and agreements in the thousands
 Integral member of the team that created the back office and middle office systems in support
of broker relationships and transactions
 Assisted Legal and Compliance Department with quarterly and annual filing matters required of
an SEC registered investment advisor, as well as with certain foreign registrations
 Responsible for upkeep of certain company certifications, compliance documents and tax forms
 During the restructuring and ultimate wind-down process, assisted with the closing of any open
transactions while keeping investors' best interests in mind, then coordinated with
counterparties to confirm no residual balances or holdings, working to then terminate any
outstanding agreements, guaranties and account supplements
Investor Relations Associate - June 2012 - September 2016
 Ensured completion of investor subscription documentation and support; establishing that
investor files are AML and FATCA/CRS compliant
 Responsible for creation of and reconciliation of investor statements and contract notes
 Upkeep of investor files, ensuring completion of AML checks
 Input of investor-related activity into database
 Assist investors with queries, account updates, audits, portal issues, and other needs
Executive Assistant - November 1997 - January 2000
 Responsible for telephone operations, postage and coordinating courier services.
 Implemented company-wide contact database, coordinated travel arrangements, tracked
annual gift giving and receiving and implemented compliance procedures for those duties.
 Assisted company executives with correspondence, organizational matters and broker due
diligence responses.
4801 Berkshire Court
West Bend, WI
414-840-0974
amybretz@charter.net

2. Black Maple Capital Management – While assisting with the wind-down of the Stark Investments
business, I was asked to also assist with the launch of Black Maple Capital Management, which is an
alternative investment management firm formed by a group of senior Stark Investments personnel.
Documentation Manager - June 2013 – September 2016
 Applied skills obtained during Stark Investments tenure to assist with the launch of a newly
formed business
 Negotiation of documentation and implementation of accounts, including prime brokerage,
swap, futures, repurchase, custodial, execution and banking
 Due diligence in support of accounts and counterparties
 Assisted with quarterly and annual filing matters required of an SEC registered investment
advisor
 Responsible for upkeep of certain company certifications, compliance documents and tax forms
R. Bretz & Co., LLC, West Bend, WI – Managed, on nights and weekends, operational aspects of this
family-owned business from January 2000 to Present.
 Preparation of proposals and invoicing
 Ensuring sub-contractors have adequate insurance and the necessary tax documentation
 Accounts payables and receivables
 Preparation of year-end/tax materials
 Development of Upstaged – a division of the company specializing in preparation of homes for
sale or general improvement
EDUCATION - COURSES
Milwaukee Area Technical College, Milwaukee, WI
Paralegal Studies - Spring 2013
University of Wisconsin Washington County, West Bend, WI
Fall - 1992, 1994, 1995 & Spring - 1993
Other Courses
Derivatives Negotiation and Documentation - May 2000
ISDA Documentation - October 2002
Derivatives Documentation Seminar - December 2003
Negotiating, Tailoring and Using the 2002 ISDA Master Agreement - May 2004
Negotiating, Tailoring and Using the 1992 & 2002 ISDA Master Agreements - May 2005
ISDA Energy, Commodities and Developing Products Conference - December 2006
Capital Markets, Exotic Equity Derivatives, Currency & Hedge Fund Regulations - June 2007
Capital Markets; Fixed Income & Equity Strategies - October 2007
Credit Derivatives and Understanding Swaps - November 2007
Principles of Management - June 2008
Futures & Options Give-Up Workshop - November 2008

3. VOLUNTEER ORGANIZATIONS
Veterans of Foreign Wars Auxiliary, West Bend, WI - Secretary
1996 - PRESENT
School Advisory Committee, St. Peter Catholic School, Slinger, WI - Elected Member
June 2014 - PRESENT
ADDITIONAL SKILLS
 Proficient in Microsoft Office, Adobe Pro, Salesforce, Helpspot
 Self-starter, organized, efficient, common-sense approach to workload, leadership, excellent
interpersonal , multi-tasking, prioritization, and management skills