Irishman Brendan Walsh Strikes Gold in America

Article by Ken Snyder

The expression “luck of the Irish,” strangely, originated in America from the seemingly uncanny ability of Irish and Irish-American miners to strike it rich in the 19th-century California Gold Rush. 

Irish trainer Brendan Walsh from County Cork has also “struck gold” on racetracks throughout America and lots of it. His proteges in 2022 earned $8.3 million after 2021 earnings of $7.5 million. Here’s the real motherlode of surprises about those totals: his previous best year was 2019 when his horses earned a relatively paltry $3.8 million.

The soft-spoken trainer modestly dismisses his personal “gold rush” with a simple and ironic “I got lucky.”

Luck and being Irish had nothing to do with it, of course. The reality with Walsh can be summed up, not in a myth, but in an accepted truth: luck is the residue of hard work. 

Walsh’s success began not with a promising two-year-old, a typical route to the stratosphere of trainer earnings, but with a $10,000 claimer. There is maybe some luck there, but keen judgment is the “residue” of hard work. It takes a willingness to closely watch Thoroughbreds— another trainer’s horse or horses. And that’s more than just watching race replays. It’s morning workouts surreptitiously watching a prospective claim, getting good looks at conformation in paddocks and stable areas, poring through past performance for strengths and weaknesses of another trainer with a specific type of horse, knowledge of pedigree, and more, all to find a hidden gem. 

Cary Street was the prize jewel for Walsh. “I owned half of him for most of his career. He paid a lot of bills, won a couple of stakes, and he got me noticed. No matter how many decent horses I’ve trained since, I probably owe more to him than I do any other.”

That a horse running in a $10,000 claiming race could achieve what this one accomplished demanded extraordinary foresight. Walsh believed that a different direction was all the horse needed to realize potential. “I thought he was an out-and-out two-turn horse, and he was sitting on a win. We just worked on him and gave him a lot of time.”

Walsh missed the two-turn prognosis by one turn. In 2014, Cary Street won the Las Vegas Marathon Stakes at Santa Anita, a mile-and-three-quarter Grade 2 race by a whopping nine-length margin…going three turns. Roughly three months earlier, Cary Street won the Greenwood Cup Stakes, a Gr. 3 mile-and-a-half affair at Parx Racing in Philadelphia after only one win in allowance company. Not surprisingly, he was a 28-to-1 long shot. 

Both races were stellar performances—the Philly race earning a 107 Equibase speed figure and a 108 in the Las Vegas stakes race. 

“If Cary Street hadn’t come along, who knows?” said Walsh with a shrug. “People that don’t make it, a lot of the time it’s not for their lack of ability. You just have to get the breaks.”

“Breaks'' don't account for spotting what turned out to be an extraordinary route runner who earned $381,515 in purses. One factor in Walsh’s success has been exposure to racing globally. Starting at the National Stud in Kildangan in his native Ireland, racing has taken him to Dubai, the Orient, and Arlington Park with Godolphin; and to England and Newmarket where he got his first assistant trainer’s job under Mark Wallace. (Godolphin was to figure prominently later in Walsh’s career.) 

His training career in America began when he met countryman and conditioner Eddie Kenneally while on vacation in the U.S. Kenneally invited him to come back at any time to work for him. Walsh took him up on the offer and spent more than three years with him.

It was at Palm Meadows in Florida where Walsh decided “my time has come. I started with six horses. I had a bridle and saddle. I got six stalls at the track, and away you go,” he said with a laugh. 

Not just experience, but the right experience was the best teacher for Walsh. “He [Kenneally] had all kinds of horses—some very good ones—and he dabbled in claiming horses as well. It was a very good education as opposed to going with someone who has a huge barn. You learn about all aspects of training, which was very important to me.”

Oddly, as a native of horse-mad Ireland, American racing always intrigued him. Two summers with Godolphin galloping horses at Arlington Park planted the seed. 

“Adjustment-wise, when I came to train in the U.S., it was a whole different ball game. The dirt. The speed. Especially on the dirt, you have to be more aggressive in your preparation, especially young horses starting out, or else you’re going to get buried.

While Ireland is a nation of only 4.9 million, it is surprisingly the largest producer of Thoroughbreds in Europe and third largest behind the U.S. and Australia globally. Another measure of Ireland’s prominence is in Thoroughbred breeding; six out of the current top ten stallions in Europe are Irish-bred, double that of England, the second in the standings for stallions. Despite the wealth of horses, entry into Irish racing is not without obstacles for someone wanting to train, according to Walsh.

“It was very hard for me to have an opportunity to get going in Ireland. There you gotta have a yard. You have to have the backing, and the prize money is not that great.”

The open door with Kenneally opened his eyes to opportunity in this country. “I thought, maybe this is my chance to have a go myself,” he said. 

Walsh, who hung his shingle here in the U.S. in 2012, is a repository of insight on both the differences between Irish and American racing and also how similarities have evolved in training methods between the two countries. 

Despite repeated success in global events, particularly in the Breeders’ Cup, Walsh believes his countrymen have gone to school on American methods. “When Wesley Ward went over there initially, his horses were hitting the gate so quick and rolling. They were so well prepared. I think it’s actually changed things in Europe a little bit. I think the Europeans may be starting to be a little bit more aggressive with their horses, especially when they have Ascot in mind.”

In Ireland and elsewhere in Europe, many horses no longer get an automatic four-month turnout as has been customary. “That’s changed in Europe now with so many more all-weather tracks,” he said, noting that people are becoming conditioned to year-round racing. “If a horse is sound and he’s doing well, why stop on him for the winter or whatever?”

Still, Ireland has twenty-six racetracks in a country which, in land area, would fit within Texas’ borders twice. Yet, Irish horses won six of the fourteen 2022 Breeders’ Cup races. (U.S.-breds won seven.) 

Despite this year’s success of Irish-breds in the Breeders’ Cup and long-standing success with turf races over the years, Walsh sees a change in American horses. “There’s huge improvement with the standard of turf runners compared to ten or twelve years ago. The standard of turf racing in the United States is a lot higher than what it used to be.”  

In addition to Ward, Walsh points to trainer Chad Brown as someone producing fantastic turf horses in the last few years. “Bobby Frankel kind of started it,” he added. Brown, perhaps not surprisingly, was an assistant to Frankel before launching out on his own.

As for Irish horses and the Breeders’ Cup, Walsh said, “It’s not a ‘penalty kick’ anymore to bring a horse from Europe,” referencing a high-percentage soccer goal where a single player faces the goalkeeper. In the past,” he added, “a horse bordering on ‘listed class’ in Europe [just below Gp. 1, 2 or 3 races] would win Gr. 2 or 3 races in the U.S.

“It’s not a ‘gimme’ anymore.”

Ireland produces what it does, in part, due to calcium-rich soil much like Kentucky’s—a temperate climate; but perhaps most important, Ireland is a nation where most of the sports focus is on horse racing.

Walsh recalled in his youth that “everybody in Ireland knew somebody who had a horse.” Today, he said, “It’s a little bit like Australia where everybody watches the Grand National. With Cheltenham, everybody has just gone nuts,” said Walsh of the four-day racing festival in southwestern English that pits Irish horses against English-breds and others from continental Europe. “Everybody is in the betting shops during Cheltenham betting on something or other.”

With a smile and probably unable to resist, Walsh observed, regarding Irish versus English horses, “We’ve been wiping the floor with them for a long time.”

Walsh’s exposure to horses came through his father and trips to Cork Racecourse in their home county, engendering in him “from the start” a desire to be a jockey. However, by the time schooling was over, jockeying no longer interested him. Thoroughbred breeding instead became an interest, and he got a spot in Ireland’s National Stud in County Kildare. However, his size and riding background got him started as an exercise rider. “Kildangan used to break and re-train all of Sheikh Mohammed’s and Godolphin Stables’ yearlings and two-year-olds before going on to trainers.”

Walsh was selected in his first year at Kildangan to go to Dubai with Godolphin to gallop the stable’s two-year-old horses. There he got to know Saeed bin Suroor and Tom Albertrani, bin Suroor’s assistant at the time.

“I was lucky enough when I worked for them to travel all over Europe and run horses. I brought horses to Hong Kong, Singapore and Japan. You can’t put a price on that.

“Since Kildangan, you’re probably talking twenty-five years that Godolphin has had an influence on my career.”

Success with Walsh’s horse Plus Que Parfait in the UAE Derby in 2019 was a career changer attracting the attention of the globally prominent Godolphin stable. “They came along when I came back from Dubai that year.”  

Did they ever? Included in the first crop of two-year-olds sent to Walsh was Maxfield, winner of eight out of eleven starts including five Gr. 1 wins and purse earnings topping $2 million. A significant part of ’21 earnings was Maxfield contributing approximately $1.5 million to the bottom line.

As an incredible 2021 has been topped by an even better 2022, a question arises: does he envision getting to the heights of Todd Pletcher, Steve Asmussen, et al. “That would be great. It’s nice to be even thought of as being up to that standard. They’re very good trainers, and they have fantastic horses. A lot of it is the stock and managing it.”

As for managing 200 horses at multiple racetracks around the country like the aforementioned trainers, Walsh is ambivalent. “I don’t know that I would. If you’ve got the team and the owners, you can manage it.” He added: “I’ve got a great team right now.”

Despite the resources to possibly return to Ireland and train there, it is not something that is top of mind. “You do miss certain things. 

“The world is a small place. I can get on a plane in Boston and be home in six hours. I come from a family of seven. All of them are in Ireland except one of us--a sister who lives in Jersey [the island in the English Channel and not the state].

“No one else in my family is in racing, but they follow it. They’ve gotten hold of Equibase so they’re keeping up with it pretty good. I go home at least once a year. I don’t stay for too long—five or six days—because I get antsy about what’s going on back here.”

Aside from family, Walsh jokes that other Irish “probably look at me as being an American.”

A win in the Breeders’ Cup—an event followed closely by Ireland’s racing fans (and justifiably so considering 2022 success)—would put him in the spotlight back home, he said.

Santin was a prospect for this year’s event after a win in the 2022 Gr. 1 Arlington Million but was saved for the Clark Handicap after a disappointing finish in his next start in the Coolmore Turf Mile.

Walsh has perhaps become “Americanized” when asked which he would prefer between a win in the Breeders’ Cup or Kentucky Derby. “That’s a hard one to call. When you’re in this country long enough, everybody wants to win the Derby.”

Obviously, the training ability is there with Walsh as well as the trust of racing outfits like Godolphin that can provide him with the best Thoroughbreds. 

Luck of the Irish? If there really is such a thing, Walsh won’t need it.

How the gut-brain connection affects the performance of horses

Diligence is the mother of good luck. –Benjamin Franklin

Article by Scott Anderson

Trainers are always looking to gain an edge in performance. At a minimum, they make sure their athletes get proper nutrition and exercise. Horses require muscle and stamina to compete, so they need to be in top physical condition. But what about their mental state? Are they jittery, distracted or disinterested? No matter how strong the horses are, their heads must be in the game to succeed.

Surprisingly, much of that mental attitude is driven by gut health, which in turn depends on the collection of microbes that live there, called the microbiota. In a horse, the microbiota is a tightly packed community of about 100 trillion microbes, composed of bacteria, archaea, fungi and protozoa. It colonizes the entire GI tract but is largely concentrated in the hindgut, where it works to ferment the prebiotic fiber in forage. The microbial fermentation of fiber into fatty acids produces 70% of the animal’s energy requirements and without it, the horse couldn’t get sufficient energy from simple forage. Intriguingly, byproducts of that fermentation can affect the brain. 

It is easy to be skeptical about this gut-brain connection, but over the last decade, research has made it clear that gut microbes have an outsized influence on mood and behavior. Microbes that improve mental state are called psychobiotics, and they may completely change the way you train and manage your horses. A horse’s health – and consequently its performance – starts in the gut.

Inflammation

When the microbiota is unbalanced by stress, diet or sickness, it is said to be dysbiotic. It loses diversity, and a handful of bacterial species compete for domination. Without the pushback of a diverse population, even beneficial bacteria can become pathogenic. Surprisingly, that can affect the brain. Multiple studies in various animal models have shown that transmitting fecal matter from one animal to another also transmits their mood. This demonstrates that a dysbiotic microbiota can reliably cause mental issues including anxiety and depression, thereby affecting performance. 

An important function of the microbiota is to fight off pathogens by outcompeting, starving or killing them. However, a dysbiotic microbiota is less diligent and may permit pathogens to damage the gut lining. A degraded gut lining can leak, allowing bacteria and toxins into the bloodstream. The heart then unwittingly pumps them to every organ in the body, including the brain. This makes the gut the primary source of infection in the body, which explains why 80% of the immune system is located around the intestines. Over time, a leaky gut can lead to chronic systemic inflammation, which weakens the blood-brain barrier and interferes with memory, cognition and mood. 

Inflammation is a major component of the gut-brain connection, but not the only one.

Neurotransmitters and hormones

Horses and humans use neurotransmitters to communicate between nerve cells. Brains and their attendant nerve bundles constitute a sophisticated network, which makes it somewhat alarming that microbes also produce neurotransmitters. Microbes use neurotransmitters to converse with each other, but also to converse with their host. The entire gut is enmeshed in nerve cells that are gathered up into the vagus nerve that travels to the brain. Microbial neurotransmitters including serotonin and dopamine thus allow certain microbes to communicate directly with the brain via the vagus nerve. We know this happens with specific bacteria, including Lactobacillus species, because when the vagus is severed, their psychobiotic effects disappear. 

As well as neurotransmitters, hormones are involved in gut-brain communications. The hypothalamus-pituitary-adrenal (HPA) axis controls the stress response in animals. The hypothalamus is located low in the brain and responds to stressors – such as a lurking predator – by producing hormones that stimulate the neighboring pituitary, which then triggers the adrenal gland to produce cortisol, the stress hormone. Cortisol acts as a threat warning and causes the horse to ramp up glucose production, supplying the energy needed to escape a predator. This is the same hormonal circuit that trainers exploit for racing.

The HPA axis produces cortisol in response to stress. Cortisol inhibits the immune system, which in combination with a leaky gut allows pathogens to enter the bloodstream. Subsequent systemic inflammation and vagal feedback lead to stereotypies.

The production of these hormones redirects energy to the heart, lungs and muscles at the expense of the immune system. From an evolutionary point of view, the tradeoff makes sense: first escape the predator and deal with infections later. After the danger has passed, cortisol causes the HPA to return to normal – the calm after the storm. 

However, continued stress disrupts that cycle, causing anxiety and diminishing the brain’s ability to store memories. This can dramatically interfere with training. Stress can also induce the release of norepinephrine, which promotes the growth of pathogenic bacteria including Campylobacter jejuni, Listeria, Helicobacter pylori and Salmonella. Prolonged high cortisol levels can increase gut leakiness, potentially leading to infection and further compounding the situation. In the long term, continued stress leads to systemic inflammation, which is a precursor to problematic behaviors.

Short-chain fatty acids

When microbes consume proteins and fiber, they break them down into their constituent molecules, such as amino acids, fatty acids and sugars. These are the metabolites of the microbes. As well as neurotransmitters and hormones, the gut-brain conversation is mediated by metabolites like butyrate  – an important short-chain fatty acid that plays multiple roles in the body. 

In the gut, butyrate serves as a preferred nutrient for the cell lining. It encourages the differentiation of stem cells to replenish gut cells that are routinely sloughed off or damaged. It plays an important role in the production of mucus – an essential part of gut protection – which coats the gut from mouth to anus. In the muscles, butyrate boosts the growth of skeletal muscle, which is crucial to athletic performance, as well as for inducing the production of glucose  – the primary muscle fuel. One-quarter of systemic glucose is driven by butyrate. In its gut-brain role, butyrate passes through the blood-brain barrier, where it nourishes and enhances the growth of new brain cells. 

These factors make butyrate a star player in the gut-brain connection. They also highlight the benefits of prebiotic fiber, especially when high-energy, low-fiber feeds are provided.

Starting a microbiota

We’ve explored the major pathways of the gut-brain connection: inflammation, neurotransmitters, hormones and fatty acids. Some of these pathways are at odds with each other. How does such a complicated system come together?

As mentioned, the microbiota is an animal’s first line of defense against pathogens, attacking and killing them, often before the immune system is even aware of them. That means a healthy microbiota is an essential part of the immune system. However, the immune system is designed to attack foreign cells, which includes bacteria. For the microbiota to survive, the immune system must therefore learn to accept beneficial microbes. This lesson in tolerance needs to take place early in the foal’s development, or its immune system may forever fight its microbiota.

There are multiple ways nature ensures that foals get a good start on a microbiota that can peacefully coexist with the immune system. The first contribution to a protective microbiota comes from vaginal secretions that coat the foal during birth. After birth, microbes are included in the mare’s milk. These microbes are specially curated from the mare’s gut and transported to the milk glands by the lymphatic system. The mare’s milk also includes immune factors including immunoglobulins that help the foal to distinguish between microbial friends and foes. An additional way to enhance the microbiota is through coprophagia, the consumption of manure. Far from an aberration, foals eat their mother’s manure to buttress their microbiota. 

Microbes affect the growth and shape of neurons in various brain sites as the foal develops, a remarkable illustration of the importance of a healthy early gut microbiota. 

The cooperation between the immune system and the microbiota is inevitably complex. Certain commensal bacteria, including Clostridiales and Verrucomicrobia, may be able to pacify the immune system, thus inhibiting inflammation. This is a case where microbes manage the immune system, not the other way around. These convoluted immune-microbial interactions affect the mental state – and consequently the behavior – of the horse, starting at birth.

Stereotypies

A 2020 study of 185 performance horses conducted by French researchers Léa Lansade and Núria Mach found that the microbiota, via the gut-brain connection, is more important to performance than genetics. They found that microbial differences contributed significantly to behavioral traits, both good and bad. A diversified and resilient microbiota can help horses better handle stressors including stalling, training and trailering. A weakened or dysbiotic microbiota contributes to bad behaviors (stereotypies) and poor performance. 

The horses in this study were all carefully managed performance horses, yet the rates of stereotypies were surprisingly high. A kind of anxiety called hypervigilance was observed in three-quarters of the horses, and almost half displayed aggressive behavior like kicking or biting. The study found that oral stereotypies like biting and cribbing were positively correlated with Acinetobacter and Solibacillus bacteria and negatively correlated with Cellulosilyticum and Terrisporobacter. Aggressive behavior was positively correlated with Pseudomonas and negatively correlated with Anaeroplasma. 

Some of these behaviors can be corrected by certain Lactobacillus and Bacteroides species, making them psychobiotics. That these personality traits are correlated to gut microbes is truly remarkable. 

Intriguingly, the breed of a horse has very little impact on the makeup of its microbiota. Instead, the main contributor to the composition of the microbiota is diet. Feeding and supplements are thus key drivers of the horse’s mental state and performance. 

The gut-brain connection and training

How might the gut-brain connection affect your training practices? Here are some of the unexpected areas where the gut affects the brain and vice-versa:

High-energy feed. Horses evolved to subside on low-energy, high-fiber forage and thus have the appropriate gut microbes to deal with it. A high-energy diet is absorbed quickly in the gut and can lead to a bloom in lactic acid-producing bacteria that can negatively impact the colonic microbiota. High-energy feeds are designed to improve athletic output, but over time, too much grain can make a horse antisocial, anxious and easily spooked. This can damage performance  – the very thing it is trying to enhance. Supplementary prebiotics may help to rebalance the microbiota on a high-starch regimen.

Changing feed regimens quickly. When you change feed, certain microbes will benefit and others will suffer. If you do this too quickly, the microbiota can become unbalanced or dysbiotic. Introducing new feeds slowly helps to prevent overgrowth and allows a balanced collection of microbes to acclimate to a new regimen. 

Stress. Training, trailering and racing all contribute to stress in the horse. A balanced microbiota is resilient and can tolerate moderate amounts of stress. However, excessive stress can lead, via the HPA axis, to a leaky gut. Over time, it can result in systemic inflammation, stereotypies and poor performance.

Overuse of antibiotics. Antibiotics are lifesavers but are not without side effects. Oral antibiotics can kill beneficial gut microbes. This can lead to diarrhea, adversely affecting performance. The effects of antibiotics on the microbiota can last for weeks and may contribute to depression and anxiety. 

Exercise and training. Exercise has a beneficial effect on the gut microbiota, up to a point. But too much exercise can promote gut permeability and inflammation, partly due to a lack of blood flow to the gut and consequent leakiness of the intestinal lining. Thus, overtraining can lead to depression and reduced performance.

Knowing how training affects the gut and how the gut affects the brain can improve outcomes. With a proper diet, including sufficient prebiotic fiber to optimize microbiota health, a poor doer can be turned into a model athlete. 

References

Mach, Núria, Alice Ruet, Allison Clark, David Bars-Cortina, Yuliaxis Ramayo-Caldas, Elisa Crisci, Samuel Pennarun, et al. “Priming for Welfare: Gut Microbiota Is Associated with Equitation Conditions and Behavior in Horse Athletes.” Scientific Reports 10, no. 1 (May 20, 2020): 8311.

Bulmer, Louise S., Jo-Anne Murray, Neil M. Burns, Anna Garber, Francoise Wemelsfelder, Neil R. McEwan, and Peter M. Hastie. “High-Starch Diets Alter Equine Faecal Microbiota and Increase Behavioural Reactivity.” Scientific Reports 9, no. 1 (December 9, 2019): 18621. https://doi.org/10.1038/s41598-019-54039-8.

Lindenberg, F., L. Krych, W. Kot, J. Fielden, H. Frøkiær, G. van Galen, D. S. Nielsen, and A. K. Hansen. “Development of the Equine Gut Microbiota.” Scientific Reports 9, no. 1 (October 8, 2019): 14427.

Lindenberg, F., L. Krych, J. Fielden, W. Kot, H. Frøkiær, G. van Galen, D. S. Nielsen, and A. K. Hansen. “Expression of Immune Regulatory Genes Correlate with the Abundance of Specific Clostridiales and Verrucomicrobia Species in the Equine Ileum and Cecum.” Scientific Reports 9, no. 1 (September 3, 2019): 12674. 

Daniels, S. P., J. Leng, J. R. Swann, and C. J. Proudman. “Bugs and Drugs: A Systems Biology Approach to Characterising the Effect of Moxidectin on the Horse’s Faecal Microbiome.” Animal Microbiome 2, no. 1 (October 14, 2020): 38.

Alan Balch - Awake yet?

Article by Alan F. Balch

I don’t know about you, but as for me, a couple of years ago when I started hearing about being “woke,” and since then have been relentlessly pounded with the expression, I hadn’t a clue what that meant.

I’m not sure I entirely understand it now . . . but I did some research.

At just about the time of his commemorative holiday in January, I learned that the late Reverend Dr. Martin Luther King, Jr.’s last Sunday sermon prior to his 1968 murder was entitled, “Remaining Awake Through a Great Revolution.”  Dr. King referred to the tale of Rip Van Winkle, who had been asleep for 20 years, dozing off during the reign of King George III of England, and awakening during the presidency of George Washington.  He literally slept through the American revolution.

King preached that his congregations needed to awaken to the injustice still all around them, and demand meaningful change.  He exhorted them "to stay awake, to adjust to new ideas, to remain vigilant and to face the challenge of change.”

If I had fallen asleep in 1990, when I had major responsibilities at both Golden Gate Fields and Santa Anita, and awakened today, I would recognize the San Francisco Bay and the San Gabriel Mountains immediately.  But I would have slept through a different kind of revolution than Rip did.

Given the ages and longevity of racing’s community of trainers – in California and elsewhere – is it any wonder that the era of critical change our sport has faced and continues to undergo feels threatening, daunting, and sometimes even overwhelming?

While racing has perennially (ever since its modern conception in the 1930s) been the most heavily regulated of all professional sports, by far, recent additions of a new federal regulatory structure, added to various and sometimes inconsistent state and track rules, have made for an even heavier burden on all those responsible for the welfare of horses.  Each new straw on this camel’s back can seem like a tree.

If the trainers and veterinarians need to be wide awake, so too do the owners, regulators, media, and track managements!  The impetus for Congressional action and federal regulation of racing, on its surface, was to harmonize and improve oversight of the sport.  Wasn’t it?!  Not to mystify and complicate it any further.

Training a horse . . . and horsemanship itself . . . are infinitely complex by themselves.  To begin with.  There are plenty of books about these subjects, but no manuals.  The rules governing training have sometimes been conceived, enforced, and praised, by individuals whose experience doesn’t include even one working minute in a stall or shed-row, and who couldn’t begin to persuasively define horsemanship.  And who then wonder why morale on the backstretch isn’t positive?!

All of us in racing or non-racing equestrian sport, worldwide, have been raised with the mantra that the welfare of the horse is paramount.  But actions speak louder than words.  With all the attention to elaborate rules and regulatory structures, where is the corresponding attention to and investment in backstretch conditions, for both human and equine residents?  In track conditions and the latest surfaces and technologies?

We hear a great deal today about equestrian sports’ “social license to operate,” that the treatment of animals must match the public’s expectation of proper welfare practices.

“Well,” I’ve always been tempted to say, “let’s bring the public to the horses, where they live, so the public will see how well they are treated.”  At Santa Anita, we did that for years, and very successfully.  But when I see many of today’s backstretches, as opposed to how they looked when I went to sleep 30 years ago, I’m appalled.  If regulators and track managements expect the professionals who care for the horses to bear the burden of more onerous requirements and regulations for behavior than ever before, shouldn’t the conditions under which the horses live/train and the professionals (including veterinarians) practice their trades be at the highest levels of expectation as well?

In all the “social license” and horse welfare discussions, it’s appealing but wrong to ascribe human characteristics to horses – as animal “rights” groups consistently do.  We who love horses, as horses, must do better, in our own language, to avoid the traps the enemies of sport with horses are setting for us, whether consciously or not.  Two-year-old colts or fillies (or even foals and weanlings) should not be referred to as “babies.”  They aren’t.   We shouldn’t call males or females “boys or girls,” either.  They aren’t.  We shouldn’t say, “he loves being a race horse.”  He doesn’t know what that means.  The concepts of “love,” or even “happiness,” are human, not equine.  He probably does “love” carrots or sugar; actually, he doesn’t, because he doesn’t think like we do.  But a good trainer knows when a horse is content, satisfied, happy . . .  or nervous, upset, and unhappy!  Even though the horse is not those things in human terms, but instead in the context of being an equine.  An animal. 

In 1824, William Wilberforce, member of the British Parliament, was a founder of what became the Royal Society for the Prevention of Cruelty to Animals, the very first animal welfare organization in the world.  He was among the most wide-awake of all humans at the time, and maybe ever:  he was the leading English advocate for the abolition of slavery.  He was a man of conscience, rather than party.  He led his peers in advocating new ideas, remained vigilant, and unflinchingly faced the challenges of necessary change.

He knew the differences between humans and animals, and that real animal welfare can only be achieved and maintained by humans. 

State Incentives 2023

Article by Annie Lambert

The bad news is, North American inflation has substantially increased expenses in Thoroughbred racing. The good news is, U.S. purses in 2022 were up nearly 11% from 2021. Also, states and farms are working to provide owners and breeders an opportunity to counter those growing costs with healthy incentive opportunities. 

State Pluses

U.S. inflation rose to a shuttering 9.1% last year, but it has dropped to the current 6.5%. Canada’s most recent number was 6.8%. Both numbers, although improved, still leave horsemen pushing higher outlays across the board. Breeders, owners and trainers can help buffer inflated costs with readily available incentive programs.

Mary Ellen Locke, registrar and incentive program manager for the California Thoroughbred Breeders Association, cited there are no changes to that state’s programs for the current year. As one of the most successful state organizations, the CTBA has seldom tried to fix what is not broken.

“I think [our program] has helped sustain our numbers through Covid and the economy being down,” Locke pointed out. “The numbers of Thoroughbred foals are down all over, but we are holding our own in California.”

The association’s definition of a Cal-bred is one thing helping California retain those foal numbers. Cal-breds are those foals dropped in the state after being conceived there by a California stallion. Or, “any Thoroughbred foal dropped by a mare in California if the mare remains in California to be next bred to a Thoroughbred stallion standing in the state” will be classified as Cal-bred. If the mare cannot be bred for two consecutive seasons, but remains in California during that period, her foal will still be considered a Cal-bred.

The Pennsylvania Horse Breeders Association is offering a new race series for two-year-olds in 2023, according to Brian Sanfratello, the group’s executive secretary. The Pennsylvania-bred series offers three stakes for fillies and three for colts.

“The first two races will feature purses of $100,000 to be run during Pennsylvania Day at the Races at Parx Racing,” Sanfratello offered. “The second set will have purses of $150,000 and will also be held at Parx the day of the Pennsylvania Derby; and the third in the series will feature $200,000 purses at a track to be determined.”

Trainers of the top three earning horses will be rewarded with bonuses of $25,000, $15,000 and $10,000.

In addition, Penn National has increased their owner bonus to 30%. The racetracks in that state pay for owner bonuses. 

Virginia has been on a roll since passing their historical horse racing legislation in 2019. Last year, according to Debbie Easter, executive director of the Virginia Thoroughbred Association (VTA), Colonial Downs averaged $612,000 in daily purse monies.

The Virginia Racing Commission approved an additional nine days of racing for the current year. Colonial Downs, the only live racing venue in the state, will run Thursday through Saturday from July 13 to September 9.

“Thanks to Historic Horse Racing (HHR) machines in Virginia, breeding, raising and racing Thoroughbreds has never been better,” according to Easter. “In 2023, the Virginia Breeders fund should double to over $2 million thanks to funds received from HHR.

Virginia breeders currently earn bonuses when Virginia-bred horses win a race anywhere in North America. If pending legislation passes the Virginia General Assembly, breeders will have an update for 2023. They will earn awards for horses placing first through third in North America.

“Because of budget constraints that limit the Virginia-Certified program to $4 million in both 2023 and 2024, we have made changes to our very successful program that pays 25% bonuses to the developers of Virginia-Certified horses that win at Mid-Atlantic region racetracks, which includes New York, New Jersey, Pennsylvania, Delaware, Maryland and West Virginia in addition to Virginia,” Easter added. “The plan is to increase funding for the program once Colonial Downs adds more HHR locations and machines, hopefully in 2024 and 2025.”

Iowa and New Mexico may not produce the largest annual foal crops in North America, but they each had Breeders’ Cup contenders last year. 

Tyler’s Tribe (Sharp Azteca) headed to Keeneland undefeated in five starts in his home state of Iowa to contest the Breeders’ Cup Juvenile Turf Sprint (G1). Unfortunately, the then two-year-old gelding was eased into the stretch after bleeding. He did regroup to finish third at Oaklawn Park just a month later in the Advent Stakes.

After challenging the inside speed during the Breeders’ Cup Filly and Mare Sprint (G1), New Mexico-bred Slammed (Marking) finished out of the money. Although the now five-year-old mare has not run since, her previous earnings of $557,030 (13 starts, 9-1-0) give her credibility as a broodmare prospect.

With the majority of Breeders’ Cup contenders raised on Kentucky bluegrass, mare owners may want to start watching for options in Iowa and New Mexico.

Bonus Bucks

Eclipse Thoroughbred Partners launched in the fall of 2011. Their ability to acquire, manage and develop runners and put together partnerships is quantified by their gross earnings of $42,561,789.

Eclipse President, Aron Wellman, sees the value of state-bred incentives and makes use of them, although his first order of business is finding the right horses.

“We are going to buy a horse because we like the horse,” Wellman confirmed. “If we buy something eligible for regional programs, we take advantage of them.”

The group’s Chief Financial Officer, Bill Victor, notices incentive earnings on his bottom line. “Breeder incentive programs are important to any stable.”

Spendthrift Farm continues to enjoy their fruitful and much copied programs. This year, Safe Bet will feature Coal Front (Stay Thirsty) standing at $5,000. If Coal Front does not produce at least one graded or group stakes winner by December 31, from his first two-year-old crop the mare owner will owe no stud fee. If he produces a stakes winner, the normal fee will be owed.  

Share the Upside features Greatest Honour (Tapit) for 2023. The breeder sends a mare to this stallion, has a live foal and pays the $10,000 fee. That foal entitles the mare owner to a lifetime breeding to Greatest Honour, an annual breeding share, with no added costs. Greatest Honour is, however, sold out for this year.

Both these Spendthrift programs minimize risks and offer great value, especially to smaller breeders.

Canada continues its successful Ontario Thoroughbred Improvement Program (TIP) with a current budget of $800,000. 

The province’s Mare Purchase Program (MPP) provides breeder incentives to invest in and ship mare power into Ontario. Foal mares—purchased for a minimum of $10,000 (USD), with no maximum price, at a recognized auction outside of Ontario, but produce 2023 foals in the providence— are eligible for a rebate. The rebate is for 50% of the purchase price up to $25,000 (CAD) with a limit of $75,000 (CAD) per ownership group. Mares bred back to a registered Ontario Sire in the 2023 breeding season are also eligible for a $2,500 (CAD) bonus.

The Mare Recruitment Program (MRP) incentivizes mare owners who bring an in-foal mare to Ontario to foal in 2024. Owners will receive a $5,000 (CAD) incentive for each in-foal mare brought to Ontario. The mare must not have foaled in Ontario in 2022 or 2023. MRP is for mares purchased at an Ontario Racing accredited sale in 2023 and must have a minimum purchase price of $5,000 (USD).

Breeders of record are eligible for additional bonuses through TIP. Specific details on the MPP and MRP programs criteria are outlined in the applicable criteria book.

The Struggle Is Real

Minnesota’s only Thoroughbred racetrack suffered a low blow recently when their 10-year marketing agreement with the nearby Shakopee Mdewakanton Sioux community expired without renewal. The track will be racing fewer days this year to keep purse amounts competitive without the additional funds.

The former agreement forbad Canterbury from supporting additional gaming legislation in the state; they are now free to push for sports wagering and slots of historical horse racing machines. 

Canterbury Park’s Thoroughbred 2023 stakes schedule will feature twenty-four races totaling $1.65 million in purses.

Texas Thoroughbred has one of the most innovative breed associations in the United States, especially for a state that has suffered setbacks over the decades. Their plan to promote Texas racing through public relations was a great success last year and will continue through this year.

“A series of events are conducted at Sam Houston Race Park, Lone Star Park and in connection with the Texas Two-Year-Old in Training Sale and the Texas Summer Yearling Sale,” said Texas Thoroughbred Association Executive Director Mary Ruyle. “Last year, this initiative resulted in forty-two new, first-time Texas Thoroughbred racehorse owners, equating to slightly more than $300,000 through participation in the Texas Thoroughbred Racing Club and private purchase connections set-ups.” 

Due to Texas’ stance on the Horseracing and Integrity Act (HISA), the Texas Racing Commission does not send out their racing signal unless it is out of the United States. When HISA was enacted July 1, 2022, they only had 14 days of the meet remaining. This year it has hindered their purse structure and the Accredited Thoroughbred Awards, according to Ruyle.

To resolve the problem, they have begun running races earlier in the day, rather than in the evenings, to draw more spectators and handle. They also made a deal with Woodbine to export their signal to Canada.

“At this moment, the purses are essentially the same,” Ruyle said. “As we get into the meet, we’ll see if we are able to sustain that.”

All Thoroughbred racing states within the United States, along with provinces in Canada, have some deals to incentivize breeders. Researching states of interest can provide the means to fend off these inflationary times in North America.

Growth spurts in young horses

The X-Factor

Growth spurts in young horses: What can we learn from 'human' research into growth and maturation in sport and exercise?

Article by Alysen Miller

Ask anyone to list five famous Belgians, and odds are that Kevin De Bruyne’s name will make an appearance. The Manchester City midfielder is widely regarded as one of the best footballers of his generation. Yet you might not have heard of him at all were it not for an innovative talent development scheme in his home country that could influence the way we select, train and manage racehorses.

Traditionally young footballers, like racehorses, are grouped age. By contrast, bio banding is the process of grouping athletes on the basis of attributes associated with growth and maturation, rather than chronological age. “Whether you mature earlier or later has quite a lot of bearing in sport, where greater speed, strength or power can be important,” explains Professor Sean Cumming, an affable Orkney Islander based at the University of Bath who studies growth and maturation. “When you look at children in sport, we group them by age for competition and for training. And while age groups are great in so far as it allows you to match kids of similar cognitive development, motor skills and experience, the challenge is that kids can vary hugely in terms of their biological maturity.” Although the effect of this ‘maturity bias’ doesn’t kick in until pubertal onset at around 11 or 12 years of age, the variance in biological maturity can already be anything up to five or six years by that point.

The concept that relative age can play a determinative role in future sporting success is not new. It explains why broodmares are covered in spring to produce foals in February and March. A winter-born colt running in the Derby in early June of its three-year-old year may be up to 10% of its life older than a spring-born animal—an unquestionable advantage. Or is it?

Indeed, it’s not only in horse racing where the orthodoxy around the so-called ‘relative age effect’ holds sway. In his book Outliers, Malcolm Gladwell notes that a disproportionate number of elite Canadian hockey players are born in the earlier months of the calendar year. 

The reason, he posits, is that since youth hockey leagues determine eligibility by calendar year, children born in January are pitted against those born in December. Because the earlier-born children are likely to be larger than those born later (at least until somatic factors kick in), they are often identified as better athletes. 

This, in turn, gives them more exposure to better coaching, and the gap between the two groups widens. Sociologist Robert K. Merton has dubbed this the ‘Matthew Effect’ after a verse in the Gospel of Matthew: "For unto everyone that hath shall be given, and he shall have abundance. But from him, that hath not shall be taken away even that which he hath.”

But, cautions Professor Cumming, this only tells part of the story: “What even a lot of the academics get wrong is that relative age and maturity are not one and the same. In fact, our data shows that only about 8% of the relative age effect in academy football can be explained by physical maturity. It’s quite possible to be the oldest kid in the age group but also the least mature, or the youngest kid in the age group but also the most mature.” 

The focus on relative size and strength alone, in other words, can create a bandwagon effect. “If you’re looking to identify and develop the most talented young athletes, then it’s going to cloud your vision. It’s going to make some kids look fantastic and some kids look quite poor.” Perhaps tellingly, the last January-born Derby winner, Pour Moi, came in 2008. The youngest winner of the last 10 years, Anthony Van Dyck, was born in mid-May.

Enter De Bruyne. The Royal Belgian Football Association’s Programme of the Futures, as it is known, allows late-developing players to hone their skills by playing mostly friendly matches against teams of the same physical maturity level, irrespective of age. De Bruyne is the scheme’s most famous graduate. Other members of the late-developer club include Dries Mertens, Thomas Meunier and Yannick Carrasco. By deliberately creating a climate in which late-maturing players get a second bite at the cherry, a country with a population of just 11 million has become a global footballing superpower. Unsurprisingly, other nations are starting to catch on, and several similar programmes have sprung up across the UK and Europe.

Every professional football club has a story about the one who got away—the player that was cut from their programme for being too physically small, from Jamie Vardy (released by Sheffield Wednesday at 15) to Harry Kane (the now 6’2” striker was released by Arsenal at the age of nine). But the consequences are more far-reaching than just missing out on the next footballer superstar. There is compelling evidence to suggest that tailoring the training load to the stage of the athlete’s biological maturity can reduce injuries. The amount of time spent off through injury during an athlete’s formative years is thought to be one of the single biggest factors that determines future professional success. 

Since overuse injuries and stress fractures all peak when the athlete is going through their pubertal growth spurt, it is important to identify when an athlete is entering this phase and adjust the load accordingly. As Professor Cumming explains, “Because we know the growth spurt typically takes off at around 85-86% [of the athlete’s predicted adult height] and peaks at around 90-91%, as soon as they move into that phase we can change the training prescription to more developmentally focused stuff—coordination, balance, core strength—all things that are going to help the child transition to a phase when their body is changing rapidly, when they’re more at risk of certain types of injuries.” Early evidence from clubs using the method has pointed to a 72% reduction in injuries.

And it’s not just football clubs that are starting to understand the benefits of bio-banding. Daniel and Claire Kübler have been bio-banding their horses using knee x-rays, among other metrics, to determine when to increase a horse’s workload. “We back most of our own horses and train them away to where they can canter relatively comfortably at a normal speed,” says Daniel. “Once a horse can canter away, that’s when we go in and do that first set of x-rays.” The horses are given a grade based on the degree of fusion in the growth plates in the knee, with A being an open growth plate, B being partially closed and C being a closed growth plate. “Those really open ‘A’ horses, you might say, ‘OK, there’s no point—give it a break,’” says Daniel. The C’s, likewise, tend to be easy cases. “It’s really the B horses that are the interesting ones, where you have to make a bit more of a decision,” says Daniel. “What we don’t want to be doing is increasing the workload on a horse that’s relatively immature.”

Although the growth rate in horses varies somewhat by breed, most horses do not reach full physical maturity until around six years of age, with larger breeds like draft horses still growing until eight years of age. A two-year-old horse is an adolescent; it has reached approximately 97% of its mature height by 22 months but critically, its bones will not fully fuse for another four years. 

Like humans, horses grow distal to proximal—that is, from the feet up—with the pasterns developing first, fusing at around six months, followed by the cannons at around the one-year mark. The pelvis and spine fuse last. It is during the horse’s two-year-old year that the major leg bones—the radius, ulna and tibia—will fuse. It is therefore important to understand when a horse is entering its growth spurt and tailor its regime accordingly. “It’s about injury reduction,” argues Daniel. “Young athletes are highly susceptible to injury, and by recognising and identifying the growth spurt, you’re massively reducing the injury rate by adapting the training load.”

“The knees are the most delicate bit,” he goes on. “That’s where most of your injuries occur that can cause problems down the line. When you’ve got one with poor grading on its knees, it’s being pre-emptive in your training,” he continues. “You would train that horse a bit more conservatively and not push it quite as hard. You might spend more time on an incline gallop, or you might introduce swimming into the horse’s routine so that you’re putting a bit less concussion through those joints. And hopefully you’re getting the benefit down the line, because they haven’t been pushed too hard, too young.”

Joint licence-holders Daniel and Claire have long advocated for the role of science in training racehorses. “We’re not scared of it,” says Claire, who holds a degree in physiology from Cambridge University. “Having the additional awareness of it gives you a greater understanding,” she asserts. Coming from a non-racing background, meanwhile, has allowed Daniel to approach training with something of a fresh perspective: “It’s the critical questioning. A lot of things in racing are done because that’s the way they’ve always been done, and you can work backwards and find that the reason they work is because, scientifically, it stacks up. But there’s other things where you actually go and look at the science, and it doesn’t make any sense to do that.”

“I love reading about human sports science and listening to podcasts to get ideas,” he explains. “Essentially we’re all mammals, and although there are some differences, there are also a lot of similarities.”

Following the science has not only allowed the Küblers to produce happy, healthy horses—“I’d like to say our horses are very sound and durable,” notes Claire—it has helped them manage owners’ expectations. “Owners enjoy the insights and better understanding themselves as to how the horses progress and develop,” she says.

“As a trainer, sometimes you can look at a horse and you can see it’s backwards and it needs time,” says Daniel. “What’s helpful about having the knee x-rays is that it’s a very visible thing to show to someone who doesn’t necessarily understand horses particularly well or isn’t used to them. It’s a simple way to say, ‘Your horse is immature.’ That’s a helpful tool as a trainer in terms of being able to communicate very clearly with your owners.” Posting regularly on social media, meanwhile, has attracted interest from outside the sport—including from Professor Cumming himself, who reached out to Daniel through Twitter. 

The science is certainly compelling. But, emphasises Daniel, you cannot rely on data alone. “You can’t solve the challenge of training racehorses purely with numbers in the same way that I don’t think you can solve it purely just by looking anymore, because you’re not looking at bits of information. It’s an example of using a scientific, data-driven, analytical approach to enhance the welfare and time the horse’s development in the right way for that individual,” he says.

“The numbers don’t lie, but still you need the horsemanship,” agrees Claire. Feedback from the work riders, she says, can provide as much insight into a horse’s state of growth as an x-ray. “They can pick up on the horse, whether it’s still maturing and doesn’t quite mentally understand what it’s doing. Then you can come up with ideas together as a team,” she says.

In a climate where racing, and equestrian sport in general, is the subject of increasing scrutiny—both from outside the sport and from within—t is submitted that any sports science techniques that can deliver tangible welfare benefits to the horse should be embraced.

“At the end of the day, they have to go out and race, and they all have to be sound enough to do that,” says Daniel. 

“You’re always trying to find ways to help get an edge on the track—to get more winners,” agrees Claire. “But you also just want to do the best for the horse so you’re getting a sound horse to achieve its optimum best.”

Bing Bush - Abbondanza Racing and Philip Shelton - Medallion Racing

Article by Bill Heller

In racing partnerships, do opposites attract? If they’re successful, who cares? 

Bing Bush’s Abbondanza Racing and Philip Shelton of Medallion Racing have been cranking out graded stakes winning fillies the last six years, including Going to Vegas, who won consecutive runnings of the Gr. 1 Rodeo Drive Stakes in 2021 and 2022. 

“Bing is great—absolutely a first-class human being, a good friend,” Shelton said. “He’s got a lot of energy. I’m low key. It’s a good partnership.”

Bush agrees: “It’s been a sensational partnership. Phil is manager of Medallion. He’s extremely knowledgeable—a wonderful partner.”

They both started in Lexington, Kentucky, before traveling different roads to reach the same destination: the winner’s circle after major stakes in California.               

Bush, an incredibly affable fellow, remembers long mornings at his family’s five-acre farm: “Every morning: getting up, eating Cheerios, feeding the horses, cleaning the stalls, feeding the chickens, (in the winter) making sure the ice was broken, changing my clothes and getting on the school bus. I was usually up by 4:30 a.m.”

Bush and his close friend Glenn Graetz rode in 4-H and the pony club, hunters and jumpers. In his senior year at Lafayette High School, he galloped Thoroughbreds for trainer John Ward. He also galloped for Hall of Fame trainer Shug McGaughey. “I think the best I ever got on was Polish Navy,” Bush said.

He didn’t stay on Polish Navy for long. “I thought I had a clock in my head,” Bush said. “The first time I breezed him was the last time I breezed him. I thought I went in :37 and change at Keeneland. He went so, so easily. I’m walking him back on the outside rail. I saw Shug walking to me. He said, `What the hell are you doing? You went in :35.’” 

Bush also galloped horses for Rusty Arnold but decided to become a lawyer, attending the University of Kentucky Law School. “After my first year, I didn’t know if I wanted to be a lawyer anymore,” Bush said. “I went to San Diego to see my sister. Her boyfriend had broken up with her. She was sad. I drove to her home. In one day, my whole life turned around. I went to La Jolla. I saw the cliffs. The water was blue. The sky was blue. I’ll never forget my next thought: `Oh, my god, I’m an American. I can move here.’”

He did, and he began galloping horses at the San Luis Rey Training Center. “After about a year, I was getting on 20 horses a day,” Bush said.

It was hard labor. “I was in the jacuzzi every day,” Bush said. “I thought I had to get back to law.”

Bush did, returning to the University of Kentucky, graduated and moved to San Diego: “I think it’s very special. I can walk to Del Mar. My favorite is going to the morning workouts. I just feel so blessed.”

His law career has flourished, winning cases in California, Arizona and Kentucky. His success allowed him to start Abbondanza Racing in 2012.

In 2016, Bush partnered with Nathan McCauley.  They had immediate success with their gelding Free Rose, a horse McCauley had bred who captured the 2016 Gr. 3 La Jolla and the Gr. 2 Del Mar Derby back-to-back. In his next start, he was second by a half-length in the Gr. 2 Twilight Derby. “Free Rose put us on the map,” Bush said.

On its website, Abbondanza Racing says it is committed to three things: bringing friends to experience and admire top-level horses racing together; economic sustainability for you and everyone involved, and giving back at least 1 percent of all purse money won to charity.

Abbondanza means ‘abundance” in Italian. Bush picked the name to honor his wife Jewels, who was half-Italian. “She was the love of my life,” Bush said. “She got cancer in 2019, and passed away in May. I was devastated. In November, I had a heart attack and nearly died.”

He survived and has fallen in love again. “I majored in philosophy in college, and I got a call from my philosophy professor,” Bush said. “It turned out, he had his niece, Aseel, visiting from Washington, D.C. She’s an architect. She’s beautiful, inside and out. We spent some time together. We saw each other a couple of times. When Covid hit, I convinced her to move to San Diego, where her family is. I truly believe Jewels sent her. This heart had been shattered into pieces. She is now my fiancée. It’s special. I really had a miracle in my life.”  

In that same year, he hooked up with McCauley, Bush teamed up with Shelton, who had begun Medallion Racing as an offshoot of Taylor Made Farm. Taylor Made will always be special to Philip, he began working there as a senior in high school in Lexington and periodically at the sales for them while in college.

His father, an attorney, owned a few cheap horses, exposing Shelton to horse racing. “I liked the gambling,” he said. “We’d go to Keeneland. When I was 12 or 13, I won a couple hundred dollars at the track. I started getting the Blood-Horse. I was already hooked.”

Later, he abandoned a career as a teacher and swimming coach to launch Medallion Racing on the advice of his wife, Taylor. Her maiden name was Keene, as in Keeneland, and their three-year-old son is named Keene. “She said, if I never pursue horses full-time, I’m going to regret it,” Shelton said.

He took her sage advice and began Medallion Racing. Abbondanza Racing advertises packages for new owners as low as $500. Medallion is different. “Our goal is to bring people into the highest level of racing,” Shelton said. “We’ve had 300 starts over the last six years, and about 23 ½ percent have been in Gr. 1’s. In 2021, we had four Breeders’ Cup starters: Bella Sophia, Going to Vegas, Horologist (also co-owned with Abbondanza) and Charmaine’s Mia. (Charmaine’s Mia was third in the Turf Sprint, and Bella Sophia fourth in the Filly & Mare Sprint). Last year, we just had Going to Vegas (she was 11th and 12th in the Filly & Mare Turf in 2021 and 2022). Bing is primarily in California. Our goal is to be nation-wide.”

Or international. “We took 22 clients to Royal Ascot,” Shelton said. “We want to leverage all the resources of Taylor Made to create an unmatched experience for all our partners.”

Trips to the winner’s circle after stakes races is a good inducement, and Bush and Shelton hit it out of the ballpark with their first horse in partnership: the Irish filly Goodyearforroses. She won three straight stakes beginning with the $90,000 Robert Frankel Stakes by 5 ¼ lengths on New Year’s Eve in 2016. She added on victories in the $79,000 Astra Stakes, and the Gr. 2 Santa Anna Stakes. After finishing fifth by 1 ¾ lengths in the Gr. 1 Jenny Wiley at Keeneland, she returned to California, finishing second by a half-length to superstar Lady Eli in the Gr. 1 Gamely Stakes. “She’s in Lady Eli’s win photo,” Bush said. “I was never prouder to finish second.”

Going to Vegas has continued the partner’s success, winning nearly a million dollars through 2022.

“We focus on fillies and mares,” Shelton said. So far, their focus has been just fine.

Does Jockey Gender Make a Difference?

Experts from the University of Nottingham have found that the sex of a jockey doesn’t influence any aspect of racehorse physiology and performance.

Article by Charlotte Schrurs and David S. Gardner

Charlotte Schrurs

The findings of the study, presently published as a preprint at Research Square, offer a new perspective on the possible balance of elite male and female jockeys on the start line of races.

Studies assessing the effect of the sex of a rider on racehorse performance and physiology during training have not been reported, mostly due to the lack of available data for female participants within the sport.

David S. Gardner

The racing of Thoroughbred horses has a tradition dating back to the 18th century in the UK. However, it was not until the mid-late 20th century that the first ladies’ race was held. In the present day, more than 90% of participating jockeys, in most racing nations, are men. This is likely an unconscious bias toward male jockeys being, on average, physically “stronger,” able to push horses harder, and thus performing better in races than female jockeys.

In horse racing, male and female jockeys compete against each other in the majority of races. This is because the competitive advantage is less on the physical attributes of the rider but more on skill level or ability to partner with an animal. Indeed, racing requires quick reaction time and agility from the jockey while being able to navigate the horse with dexterity across the peloton at peak speeds often exceeding 37mph. This decade has seen a marked increase in participation of female jockeys at an elite level in the racing industry. In 2021, the Irish jockey — Rachael Blackmore — made history by winning several high-profile races. This year, she continued her remarkable rise by becoming the first female jockey ever to win the Gold Cup at the Cheltenham Festival.

Success stories like this are shaping global betting behaviors on the racetrack and challenging the public’s confidence in the ability of male or female jockeys to win big races. In the UK and Ireland, previous research had suggested an underestimation of the ability of female jockeys to win races, as recorded in betting behavior.

In racing, a competitive advantage may lie in the ability of a jockey to control the horse, and/or less weight carried by the horse (i.e. weight of jockey plus saddle). Experts from the University of Nottingham have found that the sex of a jockey doesn’t influence any aspect of racehorse physiology and performance.

Researchers from the School of Veterinary Medicine and Science at the University of Nottingham (UK) worked with Scientific Director Guillaume Dubois, PhD, at Arioneo Ltd — a company that developed a bespoke exercise tracking device for horses; and an Equine Sports Medicine specialist (Dr. Emmanuelle van Erck-Westergren, PhD; Equine Sports Medicine Practice, Belgium) to answer some of these questions.

They monitored 530 Thoroughbred racehorses, ridden by 103 different work riders, which were randomly allocated to a horse (66 male, 37 female) over a total of 3,568 workouts (varying intensity from slow/med/hard canter to gallop) at a single racing yard (with varying tracks – all weather, dirt and turf ) (Ciaron Maher racing) in Victoria, Australia. Variables such as speed, stride length and frequency, heart rate and rate of recovery were recorded with a validated fitness tracker (the ‘Equimetre©’). This tracker was specifically designed to monitor horses during their daily exercise routine with advanced data analysis services (www.arioneo.com).

An average racehorse weighs ~1,100-1,300lbs, an average jockey, ~108-121lbs. Yet, a few ounces extra on the back of a racehorse has been shown to influence race performance. Therefore, weight carried by the horse (jockey, plus saddle and added weights where necessary) is used to further equalize any perceived performance advantage. This allows horses of varying levels to participate in so called “handicap” races. In such races, each horse is attributed a predetermined weight to carry determined by the racing regulatory board.

Horses with better racing records are allocated higher weights in order to further equalize any perceived performance advantage. Hence, jockeys are weighed in before and weighed out after races.

All being equal, would a racehorse during race-pace workouts perform any differently when ridden by either a female or male jockey? Would that racehorse be more or less likely to win a race?

The research monitored 530 Thoroughbred racehorses, ridden by 103 different work riders, which were randomly allocated to a horse (66 male, 37 female) over a total of 3,568 workouts.

WHAT IT IS COMPUTED TOMOGRAPHY?

Computed tomography (CT) helps veterinarians make diagnoses and trainers make decisions. CT scanners take hundreds of x-ray images rotating around the target and create an exact 3D digital rendering. The diagnostic power is in the ability to scroll through the 3D rendering slice by slice, at any angle you choose.

What can it do?

• Small stuff: Tiny P1 fractures and early condylar and coffin fractures: scrolling slices one at a time the tiniest cracks, even bone sclerosis patterns that precede cracks, become clearly visible.

• Hard to see spots: Small bones of the knees and hocks, the suspensory origin, non-displaced cracks in the sesamoids: difficult to evaluate properly on radiographs but clear on CT. CT is also far superior for finding and correcting abnormalities of the skull, teeth and sinuses.

• Cartilage: Arthroscopic surgery has typically been required but by injecting the joint with radio-opaque contrast (sometimes called “dye”) we can see cartilage lesions on CT.

• Fracture prognosis: Two simple condylar fractures may have vastly different outcomes based on trauma unnoticed on plain radiographs. CT enables more accurate prognostication critical for planning the horse’s future.

• The neck: It is shocking how many abnormalities are visible with 3-dimensional imaging of the neck. Nerve compression is visible even when it comes from the side; previously undiagnosable with regular radiographs.

• Surgery: CT guidance enables accurate fracture reconstruction and precise placement of screws in difficult locations.

When to use it?

Think of CT as a microscope; use it when you know where the problem is, but you just can’t see it on radiographs. If you cannot localize the issue, you probably need a bone scan (scintigraphy).

What sets the Mid-Atlantic Equine CT scanner apart?

Image quality and a standing horse.

Two main types of CT: cone beam (x-ray beam is a cone, producing image distortion) and fan beam (beam is a thin blade).

Image detail is far superior with fan beam; the main reason Mid- Atlantic Equine moved to it from the robotic CT. Most fan beam CT units are small and require general anesthesia. The CT scanner at Mid-Atlantic Equine is a Canon large bore CT mounted on a computer controlled platform, allowing true CT imaging in a standing horse (foot to forearm or gaskin, nose to base of the neck C5/6 or 6/7). Under anesthesia imaging of elbows, shoulders, chest, thoracic spine, back, pelvis, SI, hips and stifles can be obtained. Medical care so advanced it almost makes you wish you were a horse. We offer every type of medical care your four-legged athlete could ever need. With board-certified specialists in all fields we provide everything from upper airway, arthroscopic and laparoscopic surgeries, to internal medicine, complex fracture fixation and advanced diagnostic imaging, including bone scans and MRIs — all in one place.

It’s enough to make a human jealous.

Contact:

Tel. 800.724.5358 Address: 40 Frontage Road Ringoes, NJ 08551

Web: www.midatlanticequine.com

What We Need to Know from HISA

Keeping up with the legal evolution of HISA is like playing monopoly onboard a ship in pitching seas—the players, tokens and money are strewn all over the deck.

Article by Annie Lambert

When the Horseracing Integrity and Safety Act (HISA) went into effect on July 1, 2022, few people involved with the Authority or stakeholders operating under the new rules could have predicted the political path the statute would trudge down.

Specifically, HISA’s Anti-Doping and Medication Control (ADMC) rules, which were to go into effect January 1, 2023, were put on hold. If/when enacted, the Horseracing Integrity & Welfare Unit (HIWU) will handle daily operations and administration of the ADMC. Drug Free Sport International will conduct the drug testing.

Multiple legal challenges from multiple entities in multiple jurisdictions snarled any further implementation of HISA. There were cheers from those opposing the new rules and jeers from those looking forward to implementing national uniform safety rules and anti-doping and medication control rules for Thoroughbred racing in the United States.

Race trackers took issue with the fact that they had little to no input in the rules and implementation of HISA. The Authority responded by creating the Horsemen’s Advisory Group (HAG). The group is composed of 19 owners, trainers and veterinarians along with representatives of racing offices, backside employees, farriers and aftercare enterprises. They began meeting monthly last November and will serve one- to two-year terms.

While the HAG may have settled some issues for horsemen, the legal suits continue. HISA appears confident that their legislation—which was written by legal experts specifically adept in constitutional law—will remain intact. 

The Politics

Dating back to early 2021, the lawsuits against HISA have been detailed ad nauseam. While the courts have knocked down some suits, a few remain standing at this time. All challenges include some variations of the constitutionality of the legislation regarding specific regulations, with others challenging the assessment formula, definitions, search and seizure regulations and/or FTC enforcement and other specifics. 

In mid-November, just six weeks prior to implementation of the ADMC, the United States Court of Appeals for the Fifth Circuit ruled HISA to be unconstitutional. The court felt that the legislation delegated unsupervised government power to a private entity. HISA rules are authorized by the Federal Trade Commission (FTC), which the court felt should provide closer supervision and have more input into the legislation.

Judge Joseph Hood, of the Sixth District Court, sided with the federal government on December 7 2022, suggesting the legislation established clear boundaries on HISA’s power, including a requirement that all rules be approved by the FTC. There is no timetable set for the court’s final decision.

On December 12, the FTC disapproved of proposed ADMC rules as submitted. The designated, independent enforcement agency of the ADMC program (HIWU) was prepared to enforce anti-doping and medication rules on January 1, 2023, if approved by the FTC. 

The FTC denied approval of the program rules “without prejudice” due to pending legal uncertainties. HISA will be resubmitting the ADMC rules. During the interim, state law will govern medication issues. The suspension of the ADMC also puts a hold on assessments that would be used to fund the program.

Kentucky Senator Mitch McConnell wrote a quick, short-worded clarification of HISA that was submitted with the recent Omnibus bill and passed the Senate on December 19 2022. The fix gives the FTC the power to “abrogate, add to, and modify the rules” of HISA as they see fit. The Omnibus bill passed the House of Representatives the following day, and President Biden signed it into law on December 29.

Legal wranglers for HISA have since asked a federal appeals court to set aside its ruling that declared the Authority unconstitutional in light of the legislation’s rewrite by Senator McConnell.

The Assessments

Much of life seems to come down to money; it may not be the root of all evil, but it does guide a lot of policy.

When the FTC did not accept HISA’s proposed ADMC in mid-December, state-owed payments due to fund the Authority were put on hold. Roughly $58.1 million in payments for 2023 are currently pending legal outcomes. The majority of those assessments pertain to the launch of the anti-doping program that has also been put into a holding pattern. Assessments already incurred for 2022 are required to be paid by the state commissions and the racetracks.

HISA’s total budget for the current year (2023) is slightly north of $72.5 million. That number includes nearly $37.4 million for operating the HIWU and drug testing work to be done by Drug Free Sport International.

A staff of 35 full-time employees will be in place by the end of this year, charged with implementing sound collection protocols and working to maintain continuity with existing collectors. They will also work on testing operations, compliance, quality assurance, education and industry outreach, good relations with state racing commissions and collaboration with laboratories, investigations and technology. 

The budget for 2023 provides $18.7 million for lab and research expenses toward implementing the ADMC program. 

State racing commissions received their assessed HISA operational expenses last October. Using a methodology set by HISA and approved by the FTC, the formula is calculated from total starts and the percentage of purses paid of total United States purses, other than the Breeders’ Cup World Championship races. 

States given the top assessments by HISA are New York ($8,660,471), Kentucky ($7,445,145), California ($7,344,139), Pennsylvania ($6,611,479) and Florida ($6,445,226). Payments are due in monthly payments; and if state commissions do not pay their assessments, their expense is passed to the racetracks. In states with multiple tracks, each track will be charged with a portion of the obligation based on a proportionate share of starts.

State racing commissions are able to reduce their assessments if they negotiate with HISA and HIWU and choose to provide sample collection personnel and investigative services in compliance with new ADMC program rules. HISA has provided $23 million to fund these racetrack contributions.

The Strikes

The HISA crop, or whip, regulations have created some turmoil. The consequences for overuse during a race can be stringent. 

Crop regulations (which also apply to exercise riders during morning workouts) have been in effect since July 1 2022 as part of the Integrity and Safety Authority. The main source of contention regarding the rules is striking a horse during a race more than six times. 

For seven to nine strikes during a race, jockeys face a one-day suspension plus a fine of either $250 or 10 percent of their share of the purse, whichever is greater. But strikes exceeding nine are punishable by more severe consequences. Those infractions do not alter the pari-mutuel payouts but can lead to a horse losing its total share of the purse money distributed to the owner, jockey and trainer. 

Ten to 13 strikes results in a $500 fine to the rider or his share of the purse, whichever is greater, plus a three-day suspension. At 10 or more strikes, the horse is also disqualified.

Graded stakes, including Breeders’ Cup races, are no exception. A recent Breeders’ Cup jockey struck his mount seven times – just one strike over – and received a one-day suspension and was assessed three points on his license as an additional penalty.

HISA rules created a point system for multiple violations by repeat offenders that will eventually have penalties compounded. Riders with 11 to 15 points on their license would receive an additional seven days of suspension in addition to the newest penalty. Riders with 16 to 20 points receive an additional 15-day suspension. With 21 or more points, a jockey could get a full 30-day “vacation.”

Points expire over six to 12 months post-violation; expirations are decided on a sliding scale based on the violation class assigned to those infractions.

Riders have acknowledged that keeping an accurate count of their hits can be difficult. And there are situations when use of a crop might keep a horse from causing a dangerous situation, e.g., drifting in or out. Several top jockeys have also noted that the extreme penalties give them cause to be more cautious of the regulations.

One jockey, who was listed in the standings where he was riding, was given a 30-day suspension when stewards said he showed a lack of effort, a “lackluster” finish, not consistent with his usual riding style. It sounded like a cloaked suggestion that he had pulled his mount. The rider, who did not appeal, reported that he thought he had reached his six-strike limit.

The National Jockeys’ Guild filed litigation against HISA, which they have recently dropped. There are purportedly ongoing negotiations with concern on rules, which HISA seems willing to negotiate to some degree. 

Whip violations are handed out after the race card is over. The stewards review race video prior to issuing the rulings. Both jockey and owner will have an opportunity to appeal.

The Contraband

There are two basic lists of drugs within the ADMC rules: “banned substances” and “controlled medications.” The FTC, of course, has not approved this portion of HISA, and there are only guesses as to when it will be put to use. 

During the interim, state regulators will continue to be responsible for medication rules, drug testing and enforcement.

In the past, trainers and veterinarians have relied on suggested withdrawal times to decide how far ahead of a race to give a particular drug. The new rules do not rely on withdrawal times. Federal laws, as written, require the Authority and HIWU to base medication rules on international standards for racehorses.

Foreign countries base their medication rules on the International Federation of Horseracing Authority guidelines, which do not provide withdrawal times. Instead, they provide “detection times.”

Detection times are based on peer-reviewed studies of a drug. In the study, a sample of horses are all given a drug and tested at periods of time afterwards. The detection time is the first time point at which all the horses in the study were negative for the drug given.

Due to variations in how drugs are metabolized in individuals, the detection times are a starting point for vets and trainers to decide when to withdraw a drug. Based on the individual horse, dosage and how it was administered the connections to the horse must be aware the outcome may change due to the variables.

If the lines between legal dosages and overages are so fine, it could lead one to assume racing officials would prefer horsemen not use the drug at all.

One trainer was suspended for seven calendar days, fined $3,000 and assessed two points on the Association of Racing Commissioners International scale for multiple medication violations for a lidocaine positive. Testing showed the horse had tested above the allowed amount of a “permissible medication.”

The involved horse was disqualified from the Maiden Special Weight race win and the purse redistributed. 

Shoeing regulations have been a big issue with trainers and farriers from the get-go. The initially approved shoe dimensions were not manufactured, and those dimensions eventually changed several times. It left horsemen confused.

The federal regulation that prevents the use of toe grabs on front shoes became an issue again when connections of a second-placed horse in a Gr. 2 stake questioned if the winner had front grabs. It was determined the winner was shod legally. The finish stood.

Horses are commonly trained in different shoes than those they run in. Blacksmiths and examining veterinarians who see horses with prohibited shoes in the morning are said to be making trainers aware there would most likely be a problem if the horse were to race as shod. 

The voided claim is another regulated area that was foreign to some racing jurisdictions, while a state like California has been practicing for some time. 

HISA policy requires claims be voided if a horse is unsound in the test barn, experiences bleeding or has a post-race medication violation. These rules are in addition to policies many tracks had in place to void claims, such as a horse dying on track or having to be vanned off. To date, most voided claims were a result of post-race unsoundness or horses that bled.

In spite of legal frustrations and rules that horsemen feel are too restrictive and not beneficial to the Thoroughbred racing industry, HISA marches on. More horsemen being involved should help, but the learning curve seems too long for everyone in racing.

Prohibited Substances Overview

• Banned substances prohibited at all times, such as anabolic agents and diuretics or masking agents

• Banned methods prohibited at all times, such as chemical castration or immunocastration

• Controlled medication substances prohibited during the race period, such as analgesics and nonsteroidal anti-inflammatory drugs (NSAIDs)

• Controlled medication methods prohibited during the race period, such as the use or administration of an alkalinizing agent

• Prohibited substances and methods may be included in the prohibited list by general category or with specific reference to a particular substance or method. 

The prohibited list will be updated yearly.

Lazarus’ Lessons Learned

Lisa Lazarus, the chief executive officer for the Horseracing Integrity and Safety Authority (HISA), pointed to the importance of sport-wide unity within the United States racing industry. Lazarus spoke during the Global Symposium on Racing held in early December at the University of Arizona in Tucson.

A year after taking her position with HISA, Lazarus pointed to 10 lessons she has learned:

1. Racing’s strength is the diversity of viewpoints, which creates a lot of debate among industry leaders.

2. Participants in the industry have a role in making HISA better, even those groups that have been critical of the Authority. That was her reason for adding the Horsemen’s Advisory Group to include all viewpoints in the rulemaking process.

3. Criticism is expected and welcomed from the people who make a living at the track with skin in the game. 

4. Stakeholder’s engagement, even criticism, is welcomed and will help make HISA and the industry better. 

5. The vulnerability of jockeys, who must trust that the system has reduced the risk of injury to horses and riders, will be able to depend on jockey health initiatives via the racetrack safety program.

6. Despite robust debate regarding the Authority, the racing industry has wanted uniform medication regulation for years. Racing participants who compete fairly deserve to know their competition is also competing fairly.

7. The sport of racing has tried independent regulation because a voluntary system has not worked.

8. Uniform rules must be accompanied by uniform implementation to work successfully.

9. The Authority’s regulators should not be the focal point for the sport. They should be operating in the background to root out those with bad intentions, leaving the industry a focus on integrity.

10. The Authority has incredible people who are committed to doing what is best for the industry. The intent is not to complicate people’s lives, but to help grow the industry through uniformity.

Alfredo Marquez: Raised at the Racetrack

Lions and Tigers and Bears, OH MY!

Being “raised at the racetrack” takes on the true meaning of the phrase when one is referring to trainer Alfredo Marquez. The California conditioner, now 75, was introduced to the backside of a racecourse when he was just a month old. 

Article by Annie Lambert

The old Agua Caliente Racetrack in Tijuana, Mexico, has tethered Alfredo Marquez to Thoroughbred racing and his roots in Mexico for a lifetime. He spends off days from his California training barns at his home in Tijuana, a gated community literally built in an area where Caliente’s old barns once stood.

“That’s where I still live,” Marquez affirmed. “I still live basically in the barn area. We have a gated community where they tore out like six barns; there is a fence between the other barns and our homes. Most of the old barns are still there. They got bears, lions, tigers, elephants and a few Andalusian horses…all the barns are occupied by different kinds of animals.”

The “old” Caliente hosted Thoroughbred horse racing between late 1929 until the early 1990s, a golden era for the racecourse. Greyhound racing seven nights a week now satisfies the live racing obligation needed to continue their simulcast signal.

But, how did wild animals come to replace racehorses in the old stable area?

Jorge Hank Rhon was raised in Mexico by his wealthy, powerful German immigrant parents. Before taking over the Agua Caliente track in 1984, he moved to Tijuana from Mexico City where he had been an exotic animal trader. Rhon owned nine pet shops, six veterinary clinics and a dolphin show.

Before moving, he sold his businesses—many of which were paid for in part with exotic animals: rhino, leopards, cougars, panthers, tigers and even the Andalusians. During the evening horse races, Caliente spectators were able to watch some of the menagerie roaming on the infield.

Rhon still owns Grupo Caliente, Mexico’s largest sports betting company.

What does Rhon do with the animals? “Feeds ‘em,” Marquez said with a laugh. “It’s like a small private zoo for the owner of the track. He’s an animal lover.”

Rearview Mirror

The Marquez family has been a part of Caliente’s storied history—as well as California tracks—for several generations; nearly every Marquez family member is or has been a racetracker. They worked at tracks like Santa Anita, Hollywood Park, Golden Gate, Bay Meadows and mostly Del Mar “because it’s only a jump from Tijuana.”

Marquez’s brother, Saul Marquez, is currently a jockey valet for Juan Hernandez (current leading rider at Santa Anita), Franklin Calles and Ricardo Gonzalez at Santa Anita. Saul’s son, Saul Jr., was a jockey agent for a long time and worked sales at horse auctions. He now runs his own business as an independent trucker. A nephew, Victor Garcia, is the son of former jockey Juan Garcia and is also a trainer at Santa Anita.

“A lot of my Tijuana family, most of them, worked at the track,” Marquez said. “They were grooms, trainers, assistant trainers, pony boys, exercise riders and jockeys.

From an early age, Marquez,  worked within the Thoroughbred racing industry in many capacities. His one wish from the beginning was to own a racehorse. 

“My main goal was to own horses,” Marquez said. “That was it from day one, since I was born. I had a horse when I was young. My dad bought me a horse for my birthday when I was seven. I sold it when I was eight. It was a riding horse, a filly. In those days [in Tijuana], there were no cars. You walked to school, which was not too far from home, and you walked to the racetrack.”

 Marquez claimed his first horse for $1,000 in 1964, at the age of 16. He took a horse named Social Book off Wes Cain and the owner, Mrs. Morton. Those connections claimed the horse back just three weeks later for $1,400.

“They sent him up north, and he made like $50,000,” Marquez said of Social Book.

His second claim was Cahill Kid, trained by then leading trainer, C.L. Clayton.

“That was a very, very nice horse—a stud,” Marquez recalled. “I ran him six times and had four wins, a second and a third. I lost him for $1,600. I think all together I made about $7,800 in three months, which was a lot of money then and a lot more nowadays.”

“I bought a Chevrolet Impala in Mexico with the money,” Marquez added. “I also bought property—a lot that I built apartments on later—like in 1968, I finished building.”

While he was claiming his first horses, Marquez worked for trainer L.J. Brooks until he was “17 or 18,” before going to work for a smaller trainer with only a couple of horses. Marquez remembers one really nice gray horse he handled, The Roan Clown—a two-time winner at Pomona.

Motivos & More

The English translation for motivo is “a reason for doing something, causing or being the reason for something.” Motivos was a horse perfectly named to become the young trainer’s favorite horse—a horse he owned himself.

“I had Motivos, a Mexican bred,” Marquez explained. “He ran twice in California, then I took him back to Mexico, to Tijuana. In one year, he was Sprinter of the Year, Miler of the Year and Horse of the Year. In the 1980s, he took everything—running from 5 ½ furlongs, a flat mile, a mile and an eighth and mile and a quarter.”

“What I admired about that horse was, when he goes short, he goes to the lead and they never catch him,” the trainer added. “And when you go a mile or more, he breaks on top, and he lays back second or third; he doesn’t go past, then he makes a run. He’s just like a human. I’ve never seen any horse like him, ever. He was amazing—amazing—and he was so smart.”

Motivos even ran second in the $250,000-added Clásico Internacional del Caribe (Caribbean Derby), the most important Thoroughbred black-type stakes race in the Caribbean for three-year-olds. The Caribe is for the best colts and fillies from the countries that are members of the Confederación Hipica del Caribe; the race rotates between those countries each year.

In 1988, the Caribe was held at Caliente. Marquez ran Don Gabriel (MEX) and Joseph (MEX), both colts owned by Cuadra San Gabriel. “Don Gabriel won it, and Joseph ran second,” Marquez said. “Nobody had ever run one-two before.”

With Equibase earnings of $8,384,323, Marquez has trained multiple graded-stakes winners over the years.

Melanyhasthepapers (Game Plan) was purchased as a yearling for $40,000 out of the Washington sale at Emerald Downs by owners Ron and Susie Anson. They named the colt after Melanie Stubblefield who handled all the registration papers at Santa Anita for decades.

Melanyhasthepapers

“I bought the colt off the Ansons for $40,000 when they retired from owning horses,” Marquez remembered. “He ended up being a stake horse.”

Melanyhasthepapers earned $311,152 between 2003 and 2006 including five wins; the horse won the Cougar II Stakes at Hollywood Park, ran second in the All-American Handicap (G3) at Golden Gate and third in Santa Anita’s Tokyo City Handicap (G3).

Tali’sluckybusride

The Ansons also purchased Tali’sluckybusride as a yearling out of the 2000 Washington sale for $23,000. The Delineator filly went on to win the Oak Leaf Stakes (G1) and was third in both the Hollywood Starlet Stakes (G1) and Las Virgenes Stakes (G1). She ultimately earned $245,160.

Ron Anson obviously had an eye for a runner. “Ron was pretty good at claiming horses and buying them privately,” Marquez said. “He died last year.” 

Marquez-trained stakes horses include: Martha and Ray Kuehn’s - Irish (Melyno (IRE)) that won the Bay Meadows Derby (G3); Anson’s - Irguns Angel (Irgun) topped the A Gleam Handicap (G2), ridden by Eddie Delahoussaye; and their gelding, Peach Flat (Cari Jill Hajji), was triumphant in the All-American Handicap (G3).  

 “We claimed Peach Flat up north at Bay Meadows for $20,000—his second start,” Marquez pointed out. “We won seven races with him.”

Tali’sluckybusride

The Border & Beyond

Marquez used to check on sales yearlings at Gillermo Elizondo Collard’s Rancho Natoches in Sinaloa, Mexico. In 1989, between inspecting sales yearlings, he spotted a mare with a baby at her side that caught his eye.

“It’s a big, beautiful farm,” Marquez pointed out. “I’m checking those horses, and I see this mare with a little baby—probably five months old. The owner bought the mare at Pomona in foal to La Natural; this is that baby.”

When Marquez inquired about buying the La Natural, the owner informed him that the colt was Mexican-bred, not Cal-bred. The trainer wrote a check for what had been paid for the mare – he thinks $6,000 – and asked that the baby be delivered to him at Caliente as a two-year-old.

“I waited almost two years,” Marquez said. “I got him and two other horses [for training] delivered to quarantine at Caliente Racetrack. I broke him at Caliente along with the other two.”

The La Natural colt, named Ocean Native, made his first start for Marquez at Del Mar in 1991 in a $50,000 maiden-claiming race with Kent Desormeaux riding. The dark bay gelding won going away first time out. Less than three weeks later, Desormeaux rode him back for a second win in the Saddleback Stakes at Los Alamitos.

After running up and down the claiming ranks, Marquez lost Ocean Native on a win for a $25,000 tag at Del Mar in 1993. The durable gelding was hardly finished, however. He ultimately ran fourth in his last race with a $3,000 tag in 1999 at Evangeline Downs. Ocean Native ran 77 times, won 12 races and earned $155,194.

One of the babies that arrived at Caliente with Ocean Native was a Pirate’s Bounty named Tajo. Marquez remembered the colt as “a really nice horse that broke his maiden at Del Mar; and he also won an allowance at Hollywood Park second time out.” 

The Anson’s Lord Sterling (Black Tie Affair [IRE]) took his connections on a two-week trip to Tokyo, Japan, for the very first running of the Japan Cup Dirt (G1).  

Lord Sterling

In late 1998, Marquez claimed Lord Sterling from Jerry Hollendorfer at Golden Gate, in just his second out for $50,000. The horse had run second his first out there in a $25,000 maiden claimer. 

Over the next two years, Lord Sterling won four additional races for Marquez including a listed stake at Santa Rosa. In October of 2000, the horse finished second in the Meadowlands Cup Handicap (Gr.2) as the longest shot on the board. That effort punched his ticket to Japan.

 “We were invited and almost won the race,” Marquez recalled with enthusiasm. “[Lord Sterling] ran a big, big third in a $2.5 million race. We went back the following year with another of Anson’s horses, Sign of Fire.”

Sign of Fire (Groomstick), a graded-stakes placed runner, unfortunately bled and ran out of the money. 

“Tokyo is like five racetracks in one,” Marquez said. “They got turf, dirt, a bigger turf and steeplechase. They only ran Saturday and Sunday. But, like on Friday, you see hundreds of people sleeping on the sidewalk so they can go into the races. They limit it to, I think, 100,000 people. They gamble, and I mean they really gamble…

“You know what’s really amazing? When the horses come out of the gate, everybody gets quiet until the race is over; it is total silence.”

Love & Compassion 

Marquez commutes between his Tijuana home and Southern California tracks—roughly a three-hour drive to Santa Anita. He spends a few days each week in Mexico, depending on his schedule—a routine that has sustained him for 40 years.

He and his wife, Angela, a certified public accountant, have four children. His son and three daughters were not encouraged to pursue racetrack careers, according to their father. The kids are smart, educated and on the road to bright futures.

“I wanted them to buy property instead of horses,” Marquez explained. “Real estate—that’s where the money is. Horses are fun, and when you race, you enjoy as much as possible; but you can’t win every time.”

Marquez’s son Jonathon graduated from San Francisco State University. He and Angela  recently traveled to Boston to see Jonathon receive his Masters Degree in speech therapy. Their daughter Brenda graduated from Grand Canyon University of Phoenix with a Masters in Education and is teaching. Daughter Georgette teaches in San Diego and another daughter, Yvette, evaluates autistic children. 

Although Marquez encouraged his children to pursue education and positive careers, he loves “everything racetrack,” especially training and owning horses. He also takes compassionate aftercare of his trainees.

Marquez claimed Starting Bloc (More Than Ready) in the spring of 2018 for $50,000 out of the Richard Mandella barn. The colt ran 15 times for Marquez, picking up 11 checks, including three wins. 

When his horses show signs of being at the end of their careers, Marquez has a solution.

“We’ve still got Starting Bloc up at the ranch in Nevada,” Marquez said. “My owner, Robert Cannon’s son, Michael, has a big, 5,000 head cattle ranch up there. [Retired horses] have a whole big field. It’s their home for life.”

Lil Milo (Rocky Bar) is another of Marquez’s horses headed to the ranch for life. “He won the Clocker’s Corner Stakes the last time he ran,” the trainer pointed out. “His owner Dr. [Jack] Weinstein died right after the horse won, like a month later.”

Most of his career, Marquez trained a barn of 40 to 45 horses. Most of his owners became like family; and as they aged and drifted out of the horse business or passed on, Marquez also slowed down.

“When they retired, I retired,” he explained. “Right now, I’ve got the smallest barn as possible—only six to eight horses. But I’m going to stay in business until I drop. You have to have your mind working all the time. I don’t want to stop.”

Marquez recalls all of the many great horses he has trained with enthusiasm and can rattle off stories of every one. As he says, “I’ve been so lucky to own horses. They are still in my memory, in my heart.”

Tim, Mark and Linda Cohen - Red Baron’s Barn and Rancho Temescal

Article by Bill Heller

Just one month after the Cohen family lost 89-year-old patriarch Jed Cohen, Dicey Mo Chara brought them back to the winner’s circle at Santa Anita, capturing the Gr. 2 San Gabriel Stakes. It was a familiar scene. Red Baron’s Barn and Rancho Temescal were the leading owners of the 18-day Santa Anita Autumn Meet with five victories. They were also the leading owners of the 2022 Santa Anita fall and winter meets, and dead-heated for first at the 2022 Del Mar meet with Nicholas b. Alexander.

California truly lost an impactful force when Jed passed.

“The San Gabriel was our first stakes win since he died,” Jed’s son Tim said. “It was really emotional—more than I thought it would be. You miss a good business partner. When he’s your father, it’s deeper. I know Jed would be happy for everyone.”

Tim’s grandfather, Harry, would have been happy, too. Harry, who lived in Long Beach, New York, would take Jed to the track. “He was just a fun-loving guy,” Tim Cohen said. “I was maybe 15 before he passed.”

Tim said his grandfather began betting at the track with three friends, who each chipped in fifty cents to make a $2 bet. “He’d go along with other people,” Tim said.

Tim’s father graduated from NYU with a law degree, but decided he didn’t want to be a lawyer. He had uncles living in California, and ventured there, becoming a successful investment banker. “He worked his way up,” Tim said. “He had a different perspective on things. He was a salmon. If everyone goes downstream, he was going up. That’s how he made a difference in investments.”

Jed was an advisor to Walter Heller, the chairman of the Council of Economic Advisors from 1961–64 who was an influential advisor to President John F. Kennedy.

Jed did well enough in business to follow through on his passion for horses and pass it forward to his sons, Tim and Mark, and his daughter Linda. In 1999, they purchased the historic, beautiful and multi-faceted 6,000-acre farm Rancho Temescal in eastern Ventura County—45 miles northeast of Los Angeles. Temescal is one of the oldest neighborhoods in North Oakland. The farm was founded on September 13, 1871.

The Cohens use it not only for Thoroughbreds, but also as a vibrant fruit farm, with 100 acres of avocado trees producing a million pounds of fruit a year— 100 acres of citrus trees yielding a half-million pounds of lemons and countless rows of blackberry vines. Another part of the farm is used for movie, TV and commercial locations, which has been used in the 2022 movie Babylon starring Brad Pitt, the TV series Westworld and CSI, and boasts a guest book that Tom Cruise once signed. As if that wasn’t enough, the family owns and operates a pizza restaurant in nearby Piru. “It keeps me busy,” Tim laughed. “Every now and then, I get to go to the races.”

Tim, who is 56, switched careers nearly 25 years ago. “I used to manage luxury hotels and restaurants. Now I manage luxury horse facilities,” he told Dan Ross in his March 4, 2019 story in the Thoroughbred Daily News. “What I knew about water and dirt was don’t bring the dirt in the house, and water went well with Scotch.”

Tim elaborated: “I went to school for business, Northern Arizona, that had a hotel and restaurant program. I did that for 15 years. I worked for Hilton and the Kimpton Group.”

How happy is he now that he changed careers? “I’m extremely glad we did it,” he said.” I always enjoy new tasks, new adventures. This was an opportunity to do something significant. It worked out well.”

And he got to see Tom Cruise, who was filming a movie, and Brad Pitt. “Our staff is always with them,” Tim said. “It’s a little disruptive. I always say it’s like your mother-in-law. You’re glad they came, but you’re happier when they leave. It can be a lot of work.”

Hard work never deterred his dad. “He ran hard,” Tim said. “He enjoyed his life. He was passionate. He was loyal.”

Then he got tired after battling diseases in his final years. “Most people would have given up years earlier,” Tim said. “His will kept him going longer than most. He was a fighter. He eventually wore out.”  

Riley Cofer was Jed’s first trainer. “He was his trainer for a long time,” Tim said. “Then Darrel Vienna. When Darrell retired (in June, 2016), I basically stepped in and took over the management and acquisition for horses.”

When Jed passed on November 27, Vienna shared his thoughts with Thoroughbred Daily News: “He was the perfect owner. If a horse needed rest, he absolutely was, `Let’s do the best by the horse.’ After I retired from training, we kept in close contact. We spoke regularly about life and politics. I’ll miss having access to his wisdom and his kindness. He was an exceptional listener. He was always paying attention. He was just a unique, extraordinary person. He’s a big loss to horse racing but an even bigger loss to anyone who knew him.”

Dicey Mo Chara’s trainer Leonard Powell was touched by Jed, too: “Jed Cohen was a patriarch. Jed always gave you confidence you were doing the right thing. He was always pushing you to do better. His trust was very satisfying. We really felt like we were working as a team. Tim and his family are continuing what Jed was doing. They love the game, and, hopefully, we have continued success.”

The Cohens use five trainers to handle their 65 horses: Powell, Jeff Mullens, Mark Glatt, Phil D’Amato and Michael McCarthy.

Tim will carry on his father’s legacy. “I love it,” he said. “It’s been a wonderful bonding experience. We’ll carry on in some form.”

The bar has been set really high. Their top horses include newly turned three-year-old Packs a Wahlop, who won the Gr. 3 Del Mar Juvenile Turf and the Gr. 3 Zuma Beach Stakes by 2 ¾ lengths on October 9. Previously, they have campaigned Gr. 1 winners Janet, River Boyne and two-time Gr. 1 winner Dr. Schivel.

Tim was asked what his grandfather might think of all their success and their spectacular Rancho Temecula: “I think he would shake his head and wouldn’t believe it.”    

What Does It Take to Become a Jockey?

Article by Ken Snyder

Getting on a 1,100-pound Thoroughbred to race in traffic takes far more than diminutive size, weight and out-sized courage. 

It is telling that when asked if the Ortiz brothers, Jose and Irad, showed ability when entering Puerto Rico’s famed jockey school, the director, Ana Velázquez, responded “Not really,” adding they were at the same level as most of the other students. 

Yes, courage and natural athleticism must transfer to riding, but the skill to succeed as a race rider, as in the case with not just the Ortiz brothers but all aspiring jockeys, is learned…either on the job or, alternately and fortunately for some, in jockey schools. Velázquez expresses it succinctly but with dead-on accuracy: “It’s more than climbing on a horse and you go.”

Three schools in Puerto Rico, Canada and the U.S. are prominent in training jockeys. In fact, they are the only jockey schools in those countries. They are the Escuela Vocacional Hípica (the Vocational Equestrian School of Puerto Rico ((VES)) at the Hipódromo Camarero racetrack in Canóvanas; the “Professional Racetrack Exercise Rider/Jockey Program” at Olds College in Canada (in partnership with Horse Racing Alberta); and the Bluegrass Community and Technical College’s (BCTC) Equine program in Lexington, Kentucky, founded by Hall of Fame jockey Chris McCarron in 2006. 

Future jockeys at each school don’t come from where you would think and most surprisingly, in the case of VES in Puerto Rico, don’t have the background you would expect. 

“Students have to have a solid foundation as riders because of our short course [fifteen weeks],” said Theresa Sealey of Horse Racing Alberta, who directed the Olds program for sixteen years through last December. 

That doesn’t always mean, however, a solid foundation in horsemanship.

In the past, rural kids showed horses or barrel raced, according to Sealey. “Now we’re getting urban kids that have maybe taken a lesson here and there, learning how to ride—that kind of thing,” she added. 

“When we first started the program, we assumed [that] if you could ride a horse, you knew how to take care of it and knew something about injuries, feed, grooming, and wrapping legs. Now, lots of these kids go and take a lesson and never do any of that…never even tacked a horse.” 

Amazingly, Kendall said some students entering the BCTC Equine program have “little to no riding experience.

“I’ve had several students come in, and they just have a natural seat to them; they’re natural athletes so they breeze past the fitness part of the tryout, they score perfectly, and then they kind of muster their way through the basic riding. They actually get into the class, and some of them have gone on to do very, very well.”

Corinne Andros is a professional jockey who has riden in Abu Dhabi, Poland, and the U.S. as a graduate, she is now an Olds College instructor.

The biggest surprise is that Ana Velázquez at VES disregards a riding background altogether. “They know how to ride sometimes, but it’s not required. 

“Sometimes they bring with them things that belong to other horse disciplines.

“We like them more if they don’t know anything. We start from scratch,” she said.

Student size varies between the three programs. BCTC accepts only six students into its riding program and Olds, a maximum of fifteen students. The current class at VES is nineteen students in the jockey program. 

The students, of course, need horses. VES has eleven stabled in the school’s own barn at Hipódromo Camarero, and at Olds, Horse Racing Alberta loans each student a horse for training. BCTC Equine maintains twelve horses at The Thoroughbred Training Center outside Lexington and complements that string with six Equicizers, including the only MK10 racing simulator in the U.S. that tests rider balance—a critical factor in race riding. 

Literal size is a discriminator in whom each school accepts, as might be expected. BCTC Equine specifies a weight no greater than 145 pounds to accommodate students who might choose exercise riding over a jockey career.

VES has tougher requirements matching what will be required on the racetrack as a professional. “The apprentices will have to ride with 109 pounds, including equipment,” said Ana Velázquez. “The equipment will weigh around three pounds, so they have to be no more than 102 or 103.” This weight allows for some extra pounds gained as students add muscle from riding daily and becoming fit.

While Olds’ program is the shortest, both BCTC Equine and VES conduct two-year programs. 

Each school starts students off with introductions to the Thoroughbred breed and the racing industry before any student sits astride a Thoroughbred. “They will learn everything from nutrition to anatomy—internal and external; the type of lameness that horses get; the injuries that they might encounter and how to identify those; and types of illnesses,” said Sealey. The Olds program begins with four-week remote learning from home to introduce and orient students—some of whom, amazingly, have never been to a racetrack.

 “That first piece is also about the racetrack, which includes things like the behaviors of horses— why they do what they do. That’s something they can study online. 

“When they get to us that first week,” referring to in-person training on the Olds campus in the school’s indoor arena, “we can jump right into what they learned in their curriculum.

“They don’t just learn to ride; they learn how to care for the horse and its health from the inside out.”

In the final five weeks, instruction moves to Horse Racing Alberta’s Century Mile Racetrack and Casino at nearby Nisku and a portion of the curriculum called “Earn and Learn.”

“They work in the morning for the trainers, exercising the horses—working with some mentors—and then they come for class in the afternoon,” said Sealey. Century Mile has a classroom facility on its grounds.

“It’s kind of a neat thing for them to be able to get on horses every day, look after them, get to know them, and then see them race during the season,” she said.

VES’s two-year program is broken into four, six-month phases. The first is horse care, grooming and balance training using drums mounted on springs. Next, students ride horses in a round pen and become familiar with entering and breaking from a starting gate. They progress from there to a small track used by the school and riding school horses before moving to the main track at Hipódromo Camarero. They continue with school horses until proficient to breeze and race (yes, race) trainers’ horses stabled there.

In the BCTC program, at minimum, students take Equine Care Lab, Training Principles and Practices, and Intro to the Racing Industry. “Those classes are prerequisites or corequisites because they have to take them at least the same semester as Racehorse Riding Skills 1; and they have to pass all of those classes to move forward to Racehorse Riding Skills 2,” said Kendall.

“Exercise Rider” are key words in the Old’s program title, as an overwhelming percentage of students aspiring to be jockeys gravitate to this on the racetrack. BCTC Equine and VES also offer a separate exercise riding “major” as an alternative to jockey training. After schooling and some experience on the racetrack, however, that percentage changes drastically. “By the time they leave the program, only five to ten percent actually pursue being a jockey after six months or so,” said Sealey.

For Kendall at BCTC Equine, the percentage is higher for those who want a jockey license. “I would say we’re probably around twenty-five percent.” 

“As they get into the industry and start to understand the comforts that come with a salaried position as an exercise rider, many kind of lean away from the jockey pathway,” she added.

Upon admission, VES divides students between those wanting to be jockeys and those wanting to be exercise riders. While some students, especially those who enter the school at age 16 to be jockeys, might outgrow the jockey course, students in the one-year exercise rider program who weigh in the 110-pound range often switch to the jockey program and the second year of that program. 

The regimen with BCTC Equine is not for the faint of heart or more accurately, for those who might faint—period. Students will spend two to four hours a day on an Equicizer or on horseback. The kicker is that they are encouraged to do physical training outside the program.

“I have a graduate who is now a personal trainer, and she does a lot of fitness work with our riders,” said Kendall.  

“This last group that I had, they would actually go through fitness training with her at 5 a.m., be at the barn by 8 a.m. to make sure their stalls were cleaned and their horses were groomed, and then we’d be in the barn riding sets till about two or three o’clock in the afternoon.”

Kendall’s program culminates with 12-week internships that can launch careers in racing. “We place them with quality trainers that are going to help take their careers to the next level.  

“When they’re getting ready to start having those conversations about getting their license, they’re connected with the right trainers to help them along,” said Kendall.

Joe Sharp was one of those trainers. BCTC Equine grad Erica Herrforth won in her first race, riding Sharp’s horse, Carry On, last May at Churchill Downs. 

“They need the connections more than anything to be able to take those next big steps,” said Kendall. 

“We really kind of serve more as agents,” she added.

Sealey recognizes both the traditional route to becoming a jockey—exercise riding first—with the limitations of any school.

“We can’t teach anyone to be a jockey in fifteen weeks; I don’t care how good you are,” Sealey said.

That’s not to say that the school hasn’t produced top jockeys. Olds has graduated three Sovereign Award Outstanding Apprentice Jockeys: Omar Moreno, Scott Williams, and Sheena Ryan. Moreno also won an Eclipse Award as Outstanding Apprentice Jockey.

At VES, the goal is full-fledged jockeys ready for an apprentice license at the end of schooling. According to Ana Velázquez, most students will have agents coming out of school, and 80% will migrate to the U.S. for more opportunities and larger purses.

If there is a “Harvard” of jockey schools, it is VES. Four of the top 10 jockeys last year, according to Equibase, were graduates: the Ortiz brothers, John Velazquez, and Manny Franco. The impetus for the school, which opened in 1975, came from Puerto Rican jockey legends Angel Cordero and Eddie Belmonte who inspired Agustín Mercado Reverón to establish VES.

Ana Velázquez points to the school’s location inside Hipódromo Camarero as the principal reason for the school’s success. What it provides students—full-scale race riding—is of inestimable value in training future jockeys. Students will race against each other in ten races out of the gate, roughly every two weeks during mornings after workouts at Hipódromo Camarero. Perhaps more beneficial and definitely more exciting, the students compete against each other another ten times a year in the racetrack’s last race of the day. The preparation and atmosphere are exactly what they will experience as licensed apprentice jockeys.

“The only thing we don’t have is betting on these races,” said Velázquez. All practice races, morning or afternoon, are at five furlongs except for the last race in the school’s curriculum, which is a mile. Races serve as breezes with a plus for Hipódromo Camarero trainers with horses gaining valuable experience running in company in full fields.

“We have a prize, a trophy, flowers, and all that,” she added.

The school’s outstanding reputation extends also to exercise riders. 

“I talk to Todd Pletcher every winter,” said Velázquez. In her last conversation Pletcher told her that of seventeen exercise riders on his payroll, fifteen were from VES.

It's a safe bet that more Ortizes will come along from VES, but also more Carol Cedenos, who graduated from the VES in 2006 and who has earned more than $30 million in her career. In fact, more female than male riders might be expected in the future. Four of this year’s VES students are women, but that is nothing compared to Olds or BCTC Equine.  

Sealey at Olds said the ratio of male-to-female students is “one boy to ten girls.” At BCTC Equine, it is 80% female-to-male currently, according to Kendall, who added that in 2020, the class was all female.  

Move over Emma-Jayne Wilson. For that matter, watch out, Irad and Jose Ortiz. Competition’s coming.

#Soundbites - if you ran racing, what would you do?

Article by Bill Heller

Kenny McPeek

Kenny McPeek

I’d make it easier for fans to watch. I just think it’s very difficult. You have to open an account or have a credit card or get a satellite dish. The restrictions are constricting our ability to grow the sport. If you don’t live in one of 38 racing starts, [you] can’t open an ADW account. We make it too difficult for the fans.

Tom Amoss

Wow. I would make mandatory, random blood testing for all stables and barns; and I would do that immediately. What I’m saying is that the problem with racing today is we only test on race day. We’re not catching people who break the rules. We have to test the barns other days.

Kathleen O’Connell

Kathleen O’Connell

Stop the overkill with rules and regulations. Some of them don’t even make sense. The federal government stepped in. It’s too much. It needs to be more organized and organized by horse people. Say a horse ships in to me from another state. The racetrack wants the serial number for the vaccine from the other state. Some of these things are impossible. It’s just going to cause more trauma. The other thing is that licensing has become so difficult for owners. Fingerprints from every state. It puts a damper on things. My owners are not happy with the bookkeeping system. They’re chasing people from the business by putting a bad taste in their mouths. I would definitely change that.

Jamie Ness

That’s a tough one. Obviously, the horses come first. To me, the bettors and the owners are the people who put this sport on. These are the people we have to take care of. I think we’re regulating ourselves out of business—more rules, more rules, more hoops. And the people holding the bag are the owners and the trainers. I have a couple new owners. The license process is difficult. They can’t claim a horse if they haven’t run one. How do they get into the business?

John Servis

John Servis

Wow. I think I’d have to hit the lottery to afford doing everything I wanted to do. Random testing across the board. I think I would try to make it a little bit more friendly for the fans: less takeout, maybe some more gimmicks. They seem to be doing very well.

Al Stall

I would make adjustments according to the declining foal crop. It seems like horse populations are getting cannibalized by overlapping races and overlapping dates. It’s simple math. Twenty-five years ago, we had close to 30,000 foals; and now we’re below 20,000 roughly. That would help the horses, which is the most important thing; then the horsemen and owners.

Mitch Friedman

It’s a good question. I would listen to the horse people—ask trainers for their opinions more. Ask the trainers what you think of the track every day. I would give more input to people who are on the backside every day with the horses. More input for exercise riders, grooms, clockers and vets, every day. Then meet every week with management and have them discuss that.

Alan Balch - Remembering where we come from

Victor Espinoza photo

Like so many of us in racing, I’ve been horse crazy my entire life.

Some of my earliest memories are being on my dad’s shoulders, going through the livestock barns at the San Diego County Fair, and then lighting up when we got to the horse show . . . which, back then, was located just outside the turn at Del Mar into the backstretch, at the old 6-furlong start, long before the chute was extended to 7/8. All their horse barns back then were the original adobe, open to the public during the fair, and we could walk down the shed rows talking to the horses, petting those noses and loving the stable smells.

At least I did. My mom was appalled, of course.

She assumed, I’m certain, that I would grow out of my weird fixation. But the way those things go at certain ages, the more I was discouraged, the more obsessed I became. The fact that our family was decidedly not elite in any respect, certainly not educationally or financially, became a great opportunity for me to work at what I loved the most: taking care of the horses, to begin with, and camping at the barn whenever possible. At first, I wasn’t getting paid at all—except in getting to learn to ride by watching and listening and then riding my favorite horses without having to rent them. Lessons were out of the question.

I gradually learned that the people who owned and showed and raced horses had to have the money to do it, and being able to do that myself was beyond my imagination. I don’t remember ever caring. Nor do I remember ever being mistreated because of my lowly station. In fact, it was a great bonus for me to get out of school at times to travel to shows and live in a tack room in the stables. And, as I grew older, to start getting paid actual wages for my work.

Making it through college and graduate school without having to wash dishes in the dining hall led to my loving equestrian sport in a different way and at a much different level—especially when I met Robert Strub at the Forum International Horse Show in Los Angeles (which I was managing while attending school). He offered me a position at Santa Anita. 

Elite equestrian sport, racing and non-racing alike, became the rest of my distinctly non-elite life. And, I venture to say, my fellow non-elites in these sports vastly outnumber the elites. 

Almost all trainers, jockeys and racing labor on the backstretch, who make the game go from hour to hour, day to day, month to month, and year to year, weren’t elite when they started out, at least by any definition except the one that counts: their merit, their specialized skills, and their commitment to horses and the sport. I remember how moved I was a decade ago when one of international racing’s most elite trainers got choked up when describing how it felt to be appointed a director of an esteemed racing association. “I’m just a trainer,” he said, as though his accomplishments and expertise didn’t qualify him to rub shoulders and contribute to deliberations alongside wealthy and powerful elite decision-makers. They did. And they do.

In this greatest of all sports . . . where the interdependence of all its critical components is its essence . . . elites of accomplishment and merit, like him, comfortably perform alongside all the other elites, including those of birth, inherited or self-made wealth and royalty.

Horses have brought us all together, and many of us have been lucky enough to know—and be appreciated by—some of the world’s most famous personages.

So it was when Victor Espinoza, the self-proclaimed “luckiest Mexican on Earth,” won the Triple Crown, and later had occasion to meet and joke with Queen Elizabeth II at Royal Ascot. Doesn’t his story sum it up? And remind most of us where we came from?

The eleventh of twelve children, born on a dairy farm in Tulancingo, Hidalgo, growing up to work in a manufacturing plant and the stables, Victor drove a bus to pay for jockey school. Anyone who has endured Mexico City traffic knows the elite skills that must have been required! He aspired to more; his skill and determination resulted in successes reserved for the very fewest of the world’s top athletes. As the famed Dr. Robert Kerlan – who treated athletes at the highest levels of every major sport – once observed, “pound for pound, jockeys are the greatest.”

When honored by the Edwin J. Gregson Foundation, which has raised over $6 million from the racing community in 20 years—of which 98% is dedicated to backstretch programs including scholarships for its children—Victor again cited his luck in achieving what he has without much school, as well as his amazement at the Gregson’s success in its scholarship program. Hundreds of backstretch community children have gone to college because of it—in fields ranging from mechanical engineering to biology, nursing, graphic design, criminal justice, life sciences, sociology and everything else.  

A few are now even among the world’s elites in architecture and medicine. The backstretch teaches tenacity.  

And isn’t that just one reason why her late Majesty the Queen loved horses, racing, and its community, above all her other pursuits?  

John Sadler - Trainer of superstar racehorse Flightline

Article by Annie Lambert

Trainer John Sadler has aimed at a career in the equine industry since he was a small child. His resolve landed him exactly where he needed to be.

Who knew that a little boy’s encounter with horses in a field adjacent to a family’s summer vacation home would set a course toward a lifelong career with horses? That young boy was California-based trainer John Sadler. 

It was Sadler’s connection to horses that kept him on course to become a successful horseman. “I always wanted to work with horses,” he recalled. 

The trainer’s equine experiences evolved from simple riding lessons to appease his mother, to showing hunters and jumpers and then, on to a natural progression within the Thoroughbred racing industry. Each chapter of Sadler’s equine journey has been fruitful.

He was an outstanding rider in the show ring and now sits among the best trainers in the racing industry. As of October 11, 2022, Sadler has amassed earnings of $141,058,895. Horses like Accelerate, Stellar Wind, Switch, Higher Power and current superstar Flightline have greatly enhanced his coffers.

While Sadler seems a humble guy, his accumulating milestones are worth boasting about. The kid attracted to horses at first glance is definitely making the most of his passion.

Lessons Learned

John Sadler - jumping - mr cove

Sadler was born in Long Beach, California, but was raised in nearby Pasadena. His family was summering at a house near the beach in Palos Verdes when his equine passion bloomed.

“We spent one summer at the beach, and some people had horses in their backyard,” Sadler recalled. ”I told my mother I’d like to ride the horses, but she told me I had to take lessons if I wanted to ride. So, when I was very young, I took riding lessons in Palos Verdes.”

When summer ended, the new equestrian wanted to keep up with his lessons and found himself riding at Flintridge Riding Club in La Canada, in the shadow of the Rose Bowl, all through high school. Riding with Jimmy A. Williams, a renowned horseman, helped Sadler excel at riding show horses.

Dianne Grod, a respected trainer and rider of Gran Prix jumpers now retired and living in Ocala, Florida, remembered Sadler’s ability. “He rode hunters well, he rode the jumpers well and he equitated well,” Grod said. “And back then, everybody did all three divisions on the same horse.”

 During his high school years, Sadler competed for a position on the United States Equestrian Team during their West coast screening trials held at Foxfield Riding School at Lake Sherwood, outside of Los Angeles. 

During Sadler’s show jumping era, his parents became involved in Thoroughbred racing on a small scale.

“My parents had a fractional interest in a couple of racehorses with a group from Pasadena and San Marino,” Sadler explained. “Impossible Stables, Inc., was a fun group of people who were social friends. I would go out to the track with my parents and watch the horses run, so I got involved with the track early.”

Sadler admits the years have somewhat run together, making exact dates hard to recall, but during a couple of high school summers he found himself walking hots at Del Mar.

His racetrack career had begun.

Racetrack Basics

With his family spending a couple summers near Oceanside, Sadler headed to the track and a job walking hots for now retired trainer Tom Pratt, (Chiapas, Mexico). Pratt was a stepping stone on Sadler’s career path.

“He was a good and talented employee,” Pratt offered. That was high praise for a teenaged hotwalker learning the ropes. 

Once he graduated high school, Sadler headed to the University of Oregon in Eugene. The Liberal Arts/English major self-admittedly that he “was not really a focused student.” He did, however, confess to taking half of the fraternity house to Portland Meadows racetrack one day, which was “a good trip.”

It was not hard to believe that the young horseman made a beeline back to the track following college. His learning was more focused around the horses, and he began studying the industry from within.

Sadler went to work as an assistant to veterinarian Dr. Jack Robbins during the 1970s. Robbins, who passed away in 2014, remains an iconic figure in the history of racing.

“I was his assistant for a couple of years,” Sadler said. “I always credit him a lot; I learned a lot from him. He was a great guy…a successful owner, a very successful veterinarian and he was one of the founders of the Oak Tree Racing Association. Not only did he have the veterinary knowledge, he had a good overview of the whole game.”

Sadler did not give serious consideration to becoming a veterinarian, but he did learn a lot from Robbins and the doctor’s top tier clientele. 

“It was just fun to go into all these barns, every single day,” Sadler reminisced. “You’re talking about names like Noble Threewitt, Lester Holt, Joe Manzi, Ron McAnally, Gary Jones, Warren Stute, John Sullivan, Buster Millerick…I mean, all the guys that were kind of the backbone of California. I always tried to take something from all of them—all of those great trainers.” 

The Conditioner

After working for Robbins, Sadler went to work for David Hofmans as an assistant trainer for a year or more. “There is no nicer person than Dave,” Sadler recalled. The boss also appreciated his assistant.

“He was great—a real help to me,” Hofmans said of Sadler. “Working with Jack Robbins gave him an overall picture of what was going on [with veterinary issues]. Dr. Robbins worked for many people, so John got to learn and understand medications and stuff. John was a very smart guy, very astute, and he paid attention to detail. He was great, and I was sad to see him leave.”

In about 1978, Sadler had the opportunity to oversee the late Eddie Gregson’s Northern California string—his first job training on his own.

“Eddie had a lot of horses at that time and was looking to have a trainer up north,” Sadler explained. “He proposed the idea of me going up there on his behest; I trained up there for a year or a year and a half.”

Tom Pratt decided to retire about that time and kindly offered Sadler an option of taking over a few of his horses.

“Pratt said he had four or five horses that I could train,” Sadler said. “I came back to Southern California and of the 30 horses I had up north, about four or five were good enough to come down here, so that’s how I got started here. These guys were all so good to me.”

Pratt’s trust in Sadler was evident.

“When I quit training, I turned over most of my clients to him,” he recalled. “I also bought a few horses with partners and gave him those to train. I had confidence in him and was happy to give him a big leg up to what has become a very successful career.”

Keeping Course

His first year as a licensed trainer Sadler ran Gregson’s horses as well as a few starters of his own. His 1978 Equibase records showed four starters with one running third and earnings of $2,700. But, that was just the beginning. He currently has 2713 wins, and counting.

Sadler’s first winner was Top Taker (Top Conference). His record has grown exponentially over the past 44 years as a trainer. As he put it: “As the years progressed, I got better stock, obviously. It’s been kind of a natural progression.”

That progression included a slew of graded stakes winners. Accelerate (Lookin At Lucky)—the top earner to date with $6,692,480—was the Eclipse Award 2018 Champion Older Dirt Male. His accolades include winning five Gr. 1 races and the 2018 Breeders’ Cup Classic. The stallion now stands at Lane’s End Farm in Kentucky. Sadler has several of his first crop two-year-olds in training.

“I’ve got four or five nice ones,” he revealed. “One ran third the other day; they are good looking prospects.”

Stellar Wind (Curlin) was a star for Sadler—being his second highest earner to date with $2,903,200. Owner Hronis Racing sold her through the 2017 Keeneland November Mixed Sale for $6 million, going to M.V. Magnier/Coolmore. Trainer Chad Brown ran her in the Pegasus World Cup Invitational Stakes (G1) the following January. The mare finished out of the money after a bobbled start in her final race.

Switch (Quiet American) earned $1,479,562 for owner CRK Stable. She was twice second and once third in the Breeders’ Cup Filly & Mare Sprint between 2010 and 2012. She was sold at the 2012 Fasig-Tipton Kentucky Fall Mixed sale for $4.3 million to Moyglare Stud Farm.

“She almost beat Zenyatta one day at Hollywood Park,” Sadler recalled. “She lost narrowly, by a head or something. One of the times she ran second at the Breeders' Cup, she was beaten by Musical Romance, who was ridden by my assistant trainer, Juan Leyva.” 

Higher Power (Medaglia D’Oro) added $1,594,648 to the Hronis Racing coffers. He won five of his 20 lifetime starts, including the 2019 Pacific Classic (G1) as well as running third in the 2019 Breeders’ Cup Classic. The bay now stands at Darby Dan Farm in Kentucky.

Sadler currently has Flightline (Tapit), arguably the best dirt horse in the world, and ranked globally a close second to champion British turf star Baaeed (Sea The Stars (IRE). Flightline is (at the time of writing) five-for-five and a likely starter in the Breeders’ Cup Classic. The colt, owned by Hronis Racing, Siena Farm, Summer Wind Equine, West Point Thoroughbreds and Woodford Racing was a $1 million yearling purchase. And, he was more than worth the price.

Flightline has proven his prowess with amazing ease so far; competitors are not able to touch him. With Flavien Prat, his only jockey to date, the four-year-old won his first three starts, last year, by a total of 37 lengths. 

In June this year, he won his fourth start in the Metropolitan Mile at Belmont by six lengths. His most mind-boggling win came when he dominated his rivals with a nearly 20-length victory in the Pacific Classic (G1) at Del Mar, effectively extinguishing doubts that he could go the mile and a quarter. Prat looked over his shoulder when he couldn’t hear hoof beats behind him and eased his colt to the wire.

Admirers calculate he has won his five races by a total of more than 62 lengths. Let that sink in.

Flightline may have dominated the 2021 Triple Crown series had he not been injured while being started as a two-year-old. The colt was in Ocala when the latch on a stall door compromised his hind leg.

“I wasn’t there, but it was at least six to eight inches,” Sadler said of the wound. “It was pretty deep, pretty ugly. That was one of the reasons he didn’t get to me until later.”

Flightline’s effective stride probably has a lot to do with his effortless proficiency over the racetrack. But with all his talent, the colt is not a piece of cake to train. His personality could be called cheeky, exuberant or brazen on any given day.

“He’s a very tough horse to gallop,” Sadler said. “In the barn he’s not a pussycat—he’s all horse. He’s all man, that’s for sure.”

“He really does have a big stride,” Sadler added. “He’s just one of those exceptional horses that comes along very rarely in the Thoroughbred world. I’m just trying to enjoy him every single day, because he’s that special. It’s really exciting; I feel very blessed to have him.”

Flightline’s future will be determined following his run in the Breeders’ Cup Classic. According to Sadler, the ownership group is an agreeable lot. Upon retirement, he will stand at Lane’s End Farm.

“The decision will be made after the Breeders' Cup,” Sadler confirmed. “You want to see where the horse is after that race. And it’s not like anybody has a closed mind, one way or the other. We’ll wait and see what happens.”

It seems obvious that Sadler truly enjoys horses and particularly training racehorses. His barn is a well-oiled machine, with some employees that have been with him 20 and even 30 years. His barn is a team, a group effort.

“You want to like your employees because you spend so much time with them out here at the track,” he said. “I’m really pleased—I’ve got a really good crew; I’m blessed that way. Horses are hard; there are no cutting corners—no way to take two days off. It doesn’t work that way. I think a lot of guys like the routine. They know what’s expected of them; and if they like to work, it’s a great job.”

Sadler is not a man who toots his own horn. Hofmans remembers him as “a quiet guy” who always paid attention. John Sadler’s modesty seems refreshing in such a competitive industry.

A Fast Match

California-based trainer John Sadler has many accolades to his credit. One event that has gone fairly unnoticed through the years is a match race that took place in 1991.

The race was an idea that spun out of the racing office at the time. They wanted to match the three-time Quarter Horse 870-yard champion Griswold with a Thoroughbred sprinter. 

“They proposed matching a really good half-mile horse from Los Alamitos, which really dominated over there,” Sadler said. “At that time, I had three or four really good sprinters. I thought I had the right horse for it—a horse called Valiant Pete.”

The race, boasting a $100,000 winner-take-all purse, was held April 20 at Santa Anita. The race was run at a distance of four furlongs (880 yards) and is remembered as “thrilling” to the few who remember it.

An obituary for Griswold (Merridoc), who died at the age of 25 in 2011, described the action:

“…the pair raced neck and neck throughout, with the Thoroughbred leading all the way to a world record-tying clocking of 44 1/5 seconds.”

Griswold later found revenge by beating Valiant Pete in the Marathon Handicap at Los Alamitos.

Probiotics – The key to a well-balanced equine gut

Article by Kerrie Kavanagh

It is no surprise that the health maintenance of the racehorse is a top priority for trainers. And probiotics can be used as a treatment modality to manipulate the gut microbiome to improve or maintain health. Equine studies to date have shown that probiotic strains can offer an advantageous approach to minimising disturbances in the gut microbial populations, repair these deficiencies—should they occur—and re-establish the protective role of the healthy gut microbiome. Other probiotic-associated health benefits include reducing diet-related diseases such as colic and laminitis, preventing diarrhoea, conferring host resistance to helminth infection, improving stress-related behavioural traits (e.g., locomotion) and even promote the development of an effective gut-brain communication pathway. 

Probiotics have been used by humans for more than 5,000 years with their development closely linked to that of dairy products and fermented foods. Today, probiotics are seen as an excellent non-pharmaceutical way to improve the health of both humans and animals, and there are a plethora of products to choose from. But what exactly is a probiotic, and how do they work? Why would your horse need one? What types of probiotics are available for horses? These are all questions that horse trainers ask frequently, which we will attempt to answer here. 

The Equine Gut Microbiome

Probiotics and the equine microbiome can benefit from a valuable symbiotic relationship; probiotics are seen as a restorative treatment modality for the gut, to re-establish the bacterial populations there and also to re-establish the protective role that the health gut microbiome confers to the host. But when we discuss the equine microbiome, what are we really talking about? 

The gut microbiota/microbiome can be categorised by anatomical location such as the oral microbiota/microbiome in the mouth and the intestinal microbiota/microbiome in the intestines, etc. Therefore, the gut microbiome pertains to the microbiota in the gastrointestinal tract. This population of microorganisms (bacteria, fungi, viruses, protozoa) is referred to as the ‘microbiota’ of the gut, while the term ‘gut microbiome’ refers to the genetic material associated with these microorganisms. The microbiome can be defined as the sum of the microbes and their genomic elements in a particular environment. If we look at the definition of the microbiome having the propensity to an equation, then any equation must be balanced; to maintain that balance is key. If the microbial community exists in an environment in a balanced state, then any upset or disturbance to the microbial populations will cause the balance to shift (known as dysbiosis). To maintain the balance, we need to firstly understand the way the microorganisms exist within their community (i.e. their microorganism-to-microorganism interactions and also microorganism-to-environment interactions) and secondly, their functioning role. If we can understand their (microorganism) position and role, then we can maintain the balance or re-establish the balance if a shift occurs.  

The human intestinal microbiome is now recognised as an organ and likewise, the equine intestinal microbiome is deemed an ‘organ’ of the body and is vital for the breakdown of complex food and subsequent release of energy, protection against the pathogenic bacterial colonisation and in regulating the immune system and metabolic functions. There has been much debate regarding the content of the healthy equine microbiome, and even to deduce what ‘healthy’ or ‘normal’ is requires a level of understanding of the microbiota associated with healthy horses. This question has been posed by many researchers and frankly has yet to be answered with certainty. There are many reasons why the ‘normal’ microbiota keeps eluding us; and this can be attributed to the many reasons as to why the gut microbiota (of a healthy horse) can be affected (see Figure 1). It is thought that the diversity of the human gut microbiota and the general assembly of microbial communities within the gut (with the dominant phyla being classed as belonging to Firmicutes and Bacteroidetes) is a shared hypothesis across most species (i.e., humans and animals share a similar gut microbiome structure). Firmicutes and Bacteroidetes have been shown to constitute the main dominant phyla in equine, bovine, canine and feline gut microbiome studies indicating the cruciality of the role they play in the maintenance of a healthy microbial ecology in the gastrointestinal tract. Several studies do agree that dominant phyla of the equine gut microbiota are obligate anaerobes: the gram-positive Firmicutes and the gram-negative Bacteroidetes; other phyla are identified as Proteobacteria, Verrucomicrobia, Actinobacteria, Euryarchaeota, Fibrobacteres and Spirochaetes. Ninety-five percent of the  Firmicutes phyla contains the Clostridia genus in addition to genera related to gut health such as Lachnospiraceae, Faecalibacterium and Ruminococcaceae. The other main dominant phyla, Bacteroidetes, on the other hand contains a large variety of the genus. 

Role of the Equine Gut Microbiota

The role of the gut intestinal microbiota serves to protect and prevent disease. The gut microbiota has several purposes: prevention of pathogen colonisation by competing for nutrients, enrichment and maintenance of the intestinal barrier—their ability to renew gut epithelial cells and repair damage to the mucosal barrier, the breakdown of food and releasing energy and nutrients, such as synthesising vitamins D and K and also conserving and restoration of the immune system by the formation of antimicrobial metabolites and blocking access to the binding sites of the mucosal wall. The gut microbiota is also thought to play some role of influencing the neuro-active pathways that affect behaviour. It is not surprising to see that gut disorders and gastrointestinal diseases can arise when gut dysbiosis occurs. The role of the gut microbiota may have even more importance than is realised and may have a role to play with developing illness or disease later in life.

The microbial colonisation of the intestinal tract begins at birth. The foal begins its colonisation through contact with the microbiota of the mare’s vaginal and skin surfaces plus the surrounding environments to which the foal is exposed and reaches a relatively stable population by approximately 60 days in age. It is perhaps a fight for dominance to achieve establishment in the gut among the bacterial populations that sees the foal’s microbiota as being more diverse and quick to change when compared to that of the older horse. The subsequent colonisation of the intestinal tract will reflect the foal’s diet, changing environment, introduction to other animals, ageing and health.

Figure 1: Factors that can lead to gut dysbiosis

What exactly is a probiotic?

The word ‘probiotic’ is of Greek origin meaning ‘for life’ and the WHO/FAO have defined probiotics as ‘live microorganisms which when administered in adequate amounts confer a health benefit on the host’.  People have long believed that exposure to non-pathogenic microorganisms can benefit the health of humans and animals. The thinking behind this is that daily consumption of sufficient numbers of ‘good’ microorganisms (either bacteria or fungi) can maintain a healthy population of microorganisms in the gut and benefit overall health.  

Probiotics are used to manipulate the bacterial populations of the gut in order to re-establish the delicate microbial balance there which, in turn, confers health benefits on the host. As the benefits associated with some of the ‘good’ bacteria within the gut became known, these were referred to as probiotic bacteria. 

How do probiotics work?

There are 4 main mechanisms by which probiotics are thought to exert their effects.

1. By inhibiting pathogen colonisation in the gut through the production of antimicrobial metabolites or by competitive exclusion; in other words, they prevent the ‘bad’ bacteria from growing in the gut.

2. By protecting or re-stabilising the commensal gut microbiota, probiotics can be a means to re-establish the balance of the gut microbial populations.

3. By protecting the intestinal epithelial barrier, they maintain the health of the intestinal wall.

4. By inducing an immune response, probiotics can boost the immune response and help prevent disease.

If we consider the definition of a probiotic as ‘live non-pathogenic microorganisms that, when administered in adequate amounts, confer a health benefit on the host’, then this reference to ‘adequate amounts’ must be emphasised, and the dose administered is critical to ensure that the probiotic has the desired effect. For horses, we must consider the route through the digestive tract that the probiotic strains must travel to arrive at their destination is a distance over 15 metres long. It is a race for survival! The gastrointestinal system has many obstacles along the passage such as the acidic stomach environment and the dangers of exposure to bile and digestive enzymes, in which they must survive. The initial dose of ‘live’ probiotic strains is therefore crucial to ensure survival in the gut. Prebiotics are ingredients such as carbohydrates and fibre, which promote the growth of these probiotic bacterial/yeast strains in the gut. Prebiotics are essentially the food for the probiotic strains and can help form a symbiotic relationship with the probiotic to improve the overall health status of the horse. 

Why would you need to give your horse a probiotic?

Gut dysbiosis is a fluctuation or disturbance in the population of microorganisms of the gut, which may be linked to a wide range of diseases in horses. Gut dysbiosis can be caused by many factors ranging from dietary changes, antibiotics, disease, intense exercise and training, age, worms, environment, travel, or even minor stress events—resulting in major consequences such as colic. Dysbiosis is generally associated with a reduction in microbial species diversity. 

Diet is one of the major factors contributing to gut dysbiosis. Unlike the ruminant cattle and sheep that use foregut fermentation, horses are hindgut fermenters. The large intestine is the main area where fermentation occurs. The horse utilises the microbial enzymes of the hindgut microbial population in the colon and caecum to break down the plant fibres (cellulose fermentation) sourced mainly from grasses and hay. The horse itself does not possess the hydrolytic enzymes that are required to break the bonds of the complex structures of the plant carbohydrates (in the form of celluloses, hemicelluloses, pectins) and starch; so therefore, it strongly relies on the microbiota present to provide those critical enzymes required for digestion. The main phyla Firmicutes and Bacteroidetes possess enzymes capable of breaking down the complex carbohydrates (such as starch and cellulose).

Research has shown that forage-based diets (grasses and hay) promote the most stable gut microbiomes, but ultimately the equine athlete requires far more energy than a forage-based diet can supply. Supplementing the diet with concentrates containing starch such as grain, corn, barley and oats can affect the number and type of bacteria in the gut. Optimising diet composition is so important as carbohydrate overload—as seen with high-starch diets (>1g/kg body weight per meal)—can change the populations of bacteria in the gut, alter pH, upset digestion and the gut environment, and ultimately result in diseases such as colitis, colic and laminitis. The correct diet is essential for maintaining the delicate balance of bacterial populations. Probiotics can be used to either replace the bacteria missing in the gut and/or can help maintain the delicate microbial balance even in the face of adversity such as abrupt dietary changes, antibiotic treatment and stress.

What types of probiotics are available for horses?

There are several probiotic products on the market, and most are in powder or liquid form. There are two main categories of probiotics: generic and autogenous. Generic probiotics are off-the-shelf products that contain specific strains of bacterial or yeast, singularly or in combination. The Lactobacillus and Bifidobacterium families, Enterococci and yeasts such as Saccharomyces cerevisae and boulardii are the most common equine probiotic strains. Advantages of generic probiotics are that they are widely available, easy to administer, and they may be beneficial to horse health (if the strains are alive in sufficient numbers). Autogenous probiotics are specifically formulated using bacteria obtained from the horse’s own faecal sample and, as such, are uniquely adapted to that individual animal. These host-adapted bacteria are more likely to survive in the gut than non-adapted generic strains and can quickly replenish absent or low levels of bacteria unique to the individual horse, thus maintaining health.

EIPH - could there be links to sudden death and pulmonary haemorrhage?

Dr Peter W. Physick-Sheard, BVSc, FRCVS, explores preliminary research and hypotheses, being conducted by the University of Guelph, to see if there is a possibility that these conditions are linked and what this could mean for future management and training of thoroughbreds. 

"World's Your Oyster,” a three-year-old thoroughbred mare, presented at the veterinary hospital for clinical examination. She won her maiden start as a two-year-old and placed once in two subsequent starts. After training well as a three-year-old, she failed to finish her first start, easing at the top of the stretch, and was observed to fade abruptly during training. Some irregularity was suspected in heart rhythm after exercise. Thorough clinical examination, blood work, ultrasound of the heart and an ECG during rest and workout revealed nothing unusual. 

Returning to training, Oyster placed in six of her subsequent eight starts, winning the last two. She subsequently died suddenly during early training as a four-year-old. At post-mortem, diagnoses of pulmonary haemorrhage and exercise-induced pulmonary haemorrhage were established—a very frustrating and unfortunate outcome.

Across the racing world, a case like this probably occurs daily. Anything that can limit a horse's ability to express its genetic potential is a major source of anxiety when training. The possibility of injury and lameness is the greatest concern, but a close second is respiratory disease, with bleeding  from the lungs (most often referred to as exercise induced pulmonary [lung] haemorrhage or EIPH) being high on the list. 

EIPH is thought to occur in as many as 85 percent of racehorses, and may initially be very mild without obvious clinical consequences. In some cases it can be associated with haemorrhage of sufficient severity for blood to appear at the nostrils, even at first occurrence. In many racing jurisdictions this is a potentially career-ending problem. In these horses, an impact on performance is unquestionable. Bleeding from the lungs is the reason for the existence of ‘Lasix programs,’ involving pre-race administration of a medication considered to reduce haemorrhage. Such programs are controversial—the justifications for their existence ranging from addressing welfare concerns for the horse to dealing with the performance impacts. 

Much less frequently encountered is heavy exercise-associated bleeding from the nostrils (referred to as epistaxis), which can sometimes be accompanied by sudden death, during or shortly after exercise. Some horses bleed heavily internally and die without blood appearing at the nostrils. Haemorrhage may only become obvious when the horse is lying on its side, or not until post-mortem. Affected animals do not necessarily have any history of EIPH, either clinically or sub-clinically. There is an additional group of rare cases in which a horse simply dies suddenly, most often very soon after work and even after a winning performance, and in which little to nothing clearly explains the cause on post-mortem. This is despite the fact most racing jurisdictions study sudden death cases very closely.

EIPH is diagnosed most often by bronchoscopy—passing an endoscope into the lung after work and taking a look. In suspected but mild cases, there may not be sufficient haemorrhage to be visible, and a procedure called a bronchoalveolar lavage is performed. The airways are rinsed and fluid is collected and examined microscopically to identify signs of bleeding. Scoping to confirm diagnosis is usually a minimum requirement before a horse can be placed on a Lasix program. 

Are EIPH, severe pulmonary haemorrhage and sudden death related? Are they the same or different conditions? 

At the University of Guelph, we are working on the hypothesis that most often they are not different—that it’s degrees of the same condition, or closely related conditions perhaps with a common underlying cause. We see varying clinical signs as being essentially a reflection of severity and speed of onset of underlying problems. 

Causes in individual cases may reflect multiple factors, so coming at the issues from several different directions, as is the case with the range of ongoing studies, is a good way to go so long as study subjects and cases are comparable and thoroughly documented. However, starting from the hypothesis that these may all represent basically the same clinical condition, we are approaching the problem from a clinical perspective, which is that cardiac dysfunction is the common cause. 

Numerous cardiac disorders and cellular mechanisms have the potential to contribute to transient or complete pump (heart) failure. However, identifying them as potential disease candidates does not specifically identify the role they may have played, if any, in a case of heart failure and in lung haemorrhage; it only means that they are potential primary underlying triggers. It isn't possible for us to be right there when a haemorrhage event occurs, so almost invariably we are left looking at the outcome—the event of interest has passed. These concerns influence the approach we are taking.

Background

The superlative performance ability of a horse depends on many physical factors:

• Huge ventilatory (ability to move air) and gas exchange capacity

• Body structure including limb length and design - allows it to cover ground rapidly with a long stride

• Metabolic adaptations - supports a high rate of energy production by burning oxygen, tolerance of severe metabolic disruptions toward the end of race-intensity effort

• High cardiovascular capacity - allows the average horse to pump roughly a brimming bathtub of blood every minute

At race intensity effort, these mechanisms, and more, have to work in coordination to support performance. There is likely not much reserve left—two furlongs (400m) from the winning post—even in the best of horses. There are many wild cards, from how the horse is feeling on race day to how the race plays out; and in all horses there will be a ceiling to performance. That ceiling—the factor limiting performance—may differ from horse to horse and even from day to day. There’s no guarantee that in any particular competition circumstances will allow the horse to perform within its own limitations. One of these factors involves the left side of the heart, from which blood is driven around the body to the muscles.

A weak link - filling the left ventricle

The cardiovascular system of the horse exhibits features that help sustain a high cardiac output at peak effort. The feature of concern here is the high exercise pressure in the circulation from the right  ventricle, through the lungs to the left ventricle. At intense effort and high heart rates, there is very little time available to fill the left ventricle—sometimes as little as 1/10 of a second; and if the chamber cannot fill properly, it cannot empty properly and cardiac output will fall. The circumstances required to achieve adequate filling include the readiness of the chamber to relax to accept blood—its ‘stiffness.’ Chamber stiffness increases greatly at exercise, and this stiffened chamber must relax rapidly in order to fill. That relaxation seems not to be sufficient on its own in the horse at high heart rates. Increased filling pressure from the circulation draining the lungs is also required. But there is a weak point: the pulmonary capillaries.

These are tiny vessels conducting blood across the lungs from the pulmonary artery to the pulmonary veins. During this transit, all the gas exchange needed to support exercise takes place. The physiology of other species tells us that the trained lung circulation achieves maximum flow (equivalent to cardiac output) by reducing resistance in those small vessels. This process effectively increases lung blood flow reserve by, among other things, dilating small vessels. Effectively, resistance to the flow of blood through the lungs is minimised. We know this occurs in horses as it does in other species; yet in the horse, blood pressure in the lungs still increases dramatically at exercise. 

If this increase is not the result of resistance in the small vessels, it must reflect something else, and that appears to be resistance to flow into the left chamber. This means the entire lung circulation is exposed to the same pressures, including the thin-walled capillaries. Capillaries normally work at quite low pressure, but in the exercising horse, they must tolerate very high pressures. They have thin walls and little between them, and the air exchange sacs in the lung. This makes them vulnerable. It's not surprising they sometimes rupture, resulting in lung haemorrhage.

Recent studies identified changes in the structure of small veins through which the blood flows from the capillaries and on toward the left chamber. This was suspected to be a pathology and part of the long-term consequences of EIPH, or perhaps even part of the cause as the changes were first identified in EIPH cases. It could be, however, that remodelling is a normal response to the very high blood flow through the lungs—a way of increasing lung flow reserve, which is an important determinant of maximum rate of aerobic working. 

The more lung flow reserve, the more cardiac output and the more aerobic work an animal can perform. The same vein changes have been observed in non-racing horses and horses without any history or signs of bleeding. They may even be an indication that everything is proceeding as required and a predictable consequence of intense aerobic training. On the other hand, they may be an indication in some horses that the rate of exercise blood flow through their lungs is a little more than they can tolerate, necessitating some restructuring. We have lots to learn on this point.

If the capacity to accommodate blood flow through the lungs is critical, and limiting, then anything that further compromises this process is likely to be of major importance. It starts to sound very much as though the horse has a design problem, but we shouldn't rush to judgement. Horses were probably not designed for the very intense and sustained effort we ask of them in a race. Real-world situations that would have driven their evolution would have required a sprint performance (to avoid ambush predators such as lions) or a prolonged slower-paced performance to evade predators such as wolves, with only the unlucky victim being pushed to the limit and not the entire herd. 

Lung blood flow and pulmonary oedema

There is another important element to this story. High pressures in the capillaries in the lung will be associated with significant movement of fluid from the capillaries into lung tissue spaces. This movement in fact happens continuously at all levels of effort and throughout the body—it's a normal process. It's the reason the skin on your ankles ‘sticks’ to the underlying structures when you are standing for a long time. So long as you keep moving a little, the lymphatic system will draw away the fluid. 

In a diseased lung, tissue fluid accumulation is referred to as pulmonary oedema, and its presence or absence has often been used to help characterise lung pathologies. The lung lymphatic system can be overwhelmed when tissue fluid is produced very rapidly. When a horse experiences sudden heart failure, such as when the supporting structures of a critical valve fail, one result is massive overproduction of lung tissue fluid and appearance of copious amounts of bloody fluid from the nostrils. 

The increase in capillary pressure under these conditions is as great as at exercise, but the horse is at rest. So why is there no bloody fluid in the average, normal horse after a race? It’s because this system operates very efficiently at the high respiratory rates found during work: tissue fluid is pumped back into the circulation, and fluid does not accumulate. The fluid is pumped out as quickly as it is formed. An animal’s level of physical activity at the time problems develop can therefore make a profound difference to the clinical signs seen and to the pathology.

Usual events with unusual consequences 

If filling the left ventricle and the ability of the lungs to accommodate high flow at exercise are limiting factors, surely this affects all horses. So why do we see such a wide range of clinical pictures, from normal to subclinical haemorrhage to sudden death? 

Variation in contributing factors such as type of horse, type and intensity of work, sudden and unanticipated changes in work intensity, level of training in relation to work and the presence of disease states are all variables that could influence when and how clinical signs are seen, but there are other considerations.

Although we talk about heart rate as a fairly stable event, there is in fact quite a lot of variation from beat to beat. This is often referred to as heart rate variability. There has been a lot of work performed on the magnitude of this variability at rest and in response to various short-term disturbances and at light exercise in the horse, but not a lot at maximal exercise. Sustained heart rate can be very high in a strenuously working horse, with beats seeming to follow each other in a very consistent manner, but there is in fact still variation. 

Some of this variation is normal and reflects the influence of factors such as respiration. However, other variations in rate can reflect changes in heart rhythm. Still other variations may not seem to change rhythm at all but may instead reflect the way electrical signals are being conducted through the heart. 

These may be evident from the ECG but would not appear abnormal on a heart rate monitor or when listening. These variations, whether physiologic (normal) or a reflection of abnormal function, will have a presently, poorly understood influence on blood flow through the lungs and heart—and on cardiac filling. Influences may be minimal at low rates, but what happens at a heart rate over 200 and in an animal working at the limits of its capacity?

Normal electrical activation of the heart follows a pattern that results in an orderly sequence of heart muscle contraction, and that provides optimal emptying of the ventricles. Chamber relaxation complements this process. 

An abnormal beat or abnormal interval can compromise filling and/or emptying of the left ventricle, leaving more blood to be discharged in the next cycle and back up through the lungs, raising pulmonary venous pressure. A sequence of abnormal beats can lead to a progressive backup of blood, and there may not be the capacity to hold it—even for one quarter of a second, a whole cardiac cycle at 240 beats per minute. 

For a horse that has a history of bleeding and happens to be already functioning at a very marginal level, even minor disturbances in heart rhythm might therefore have an impact. Horses with airway disease or upper airway obstructions, such as roarers, might find themselves in a similar position. An animal that has not bled previously might bleed a little, one that has a history of bleeding may start again, or a chronic bleeder may worsen. 

Relatively minor disturbances in cardiac function, therefore, might contribute to or even cause EIPH. If a horse is in relatively tough company or runs a hard race, this may also contribute to the onset or worsening of problems. Simply put, it's never a level playing field if you are running on the edge.

Severe bleeding

It has been suspected for many years that cases of horses dying suddenly at exercise represent sudden-onset cardiac dysfunction—most likely a rhythm disturbance. If the rhythm is disturbed, the closely linked and carefully orchestrated sequence of events that leads to filling of the left ventricle is also disturbed. A disturbance in cardiac electrical conduction would have a similar effect, such as one causing the two sides of the heart to fall out of step, even though the rhythm of the heart may seem normal. 

The cases of horses that bleed profusely at exercise and even those that die suddenly without any post-mortem findings can be seen to follow naturally from this chain of events. If the changes in heart rhythm or conduction are sufficient, in some cases to cause massive pulmonary haemorrhage, they may be sufficient in other cases to cause collapse and death even before the horse has time to exhibit epistaxis or even clear evidence of bleeding into the lungs. 

EIPH and dying suddenly

If these events are (sometimes) related, why is it that some horses that die of pulmonary haemorrhage with epistaxis do not show evidence of chronic EIPH? This is one of those $40,000 questions. It could be that young horses have had limited opportunity to develop chronic EIPH; it may be that we are wrong and the conditions are entirely unrelated. But it seems more likely that in these cases, the rhythm or conduction disturbance was sufficiently severe and/or rapid in onset to cause a precipitous fall in blood pressure with the animal passing out and dying rapidly. 

In this interpretation of events, the missing link is the heart. There is no finite cutoff at which a case ceases to be EIPH and becomes pulmonary haemorrhage. Similarly, there is no distinct point at which any case ceases to be severe EIPH and becomes EAFPH (exercise-associated fatal pulmonary haemorrhage). In truth, there may simply be gradation obscured somewhat by variable definitions and examination protocols and interpretations.

The timing of death

It seems from the above that death should most likely take place during work, and it often does, but not always. It may occur at rest, after exercise. Death ought to occur more often in racing, but it doesn't. 

The intensity of effort is only one factor in this hypothesis of acute cardiac or pump failure. We also have to consider factors such as when rhythm disturbances are most likely to occur (during recovery is a favourite time) and death during training is more often a problem than during a race. 

A somewhat hidden ingredient in this equation is possibly the animal's level of emotional arousal, which is known to be a risk factor in humans for similar disturbances. There is evidence that emotions/psychological factors might be much more important in horses than previously considered. Going out for a workout might be more stimulating for a racehorse than a race because before a race, there is much more buildup and the horse has more time to adequately warm up psychologically. And then, of course, temperament also needs to be considered. These are yet further reasons that we have a great deal to learn.

Our strategy at the University of Guelph

These problems are something we cannot afford to tolerate, for numerous reasons—from perspectives of welfare and public perception to rider safety and economics. Our aim is to increase our understanding of cardiac contributions by identifying sensitive markers that will enable us to say with confidence whether cardiac dysfunction—basically transient or complete heart failure—has played a role in acute events. 

We are also looking for evidence of compromised cardiac function in all horses, from those that appear normal and perform well, through those that experience haemorrhage, to those that die suddenly without apparent cause. Our hope is that we can not only identify horses at risk, but also focus further work on the role of the heart as well as the significance of specific mechanisms. And we hope to better understand possible cardiac contributions to EIPH in the process. This will involve digging deeply into some aspects of cellular function in the heart muscle, the myocardium of the horse, as well as studying ECG features that may provide insight and direction. 

Fundraising is underway to generate seed money for matching fund proposals, and grant applications are in preparation for specific, targeted investigations. Our studies complement those being carried out in numerous, different centres around the world and hopefully will fill in further pieces of the puzzle. This is, indeed, a huge jigsaw, but we are proceeding on the basis that you can eat an elephant if you're prepared to process one bite at a time.

How can you help? Funding is an eternal issue. For all the money that is invested in horses there is a surprisingly limited contribution made to research and development—something that is a mainstay of virtually every other industry; and this is an industry. 

Look carefully at the opportunities for you to make a contribution to research in your area. Consider supporting studies by making your experience, expertise and horses available for data collection and minimally invasive procedures such as blood sampling. 

Connect with the researchers in your area and find out how you can help. Watch your horses closely and contemplate what they might be telling you—it's easy to start believing in ourselves and to stop asking questions. Keep meticulous records of events involving horses in your care— you never know when you may come across something highly significant. And work with researchers (which often includes track practitioners) to make your data available for study. 

Remember that veterinarians and university faculty are bound by rules of confidentiality, which means what you tell them should never be ascribed to you or your horses and will only be used without any attribution, anonymously. And when researchers reach out to you to tell you what they have found and to get your reactions, consider actually attending the sessions and participating in the discussion; we can all benefit—especially the ultimate beneficiary which should be the horse. We all have lots to learn from each other, and finding answers to our many challenges is going to have to be a joint venture.  

Finally, this article has been written for anybody involved in racing to understand, but covering material such as this for a broad audience is challenging. So, if there are still pieces that you find obscure, reach out for help in interpretation. The answers may be closer than you think!

Oyster

And what about Oyster? Her career was short. Perhaps, had we known precisely what was going on, we might have been able to treat her, or at least withdraw her from racing and avoid a death during work with all the associated dangers—especially to the rider and the associated welfare concerns. 

Had we had the tools, we might have been able to confirm that whatever the underlying cause, she had cardiac problems and was perhaps predisposed to an early death during work. With all the other studies going on, and knowing the issue was cardiac, we might have been able to target her assessment to identify specific issues known to predispose. 

In the future, greater insight and understanding might allow us to breed away from these issues and to better understand how we might accommodate individual variation among horses in our approaches to selection, preparation and competition. There might be a lot of Oysters out there!

For further information about the work being undertaken by the University of Guelph

Contact - Peter W. Physick-Sheard, BVSc, FRCVS.

Professor Emeritus, Ontario Veterinary College, University of Guelph - pphysick@uoguelph.ca

Research collaborators - Dr Glen Pyle, Professor, Department of Biomedical Sciences, University of Guelph - gpyle@uoguelph.ca

Dr Amanda Avison, PhD Candidate, Department of Biomedical Sciences, University of Guelph. ajowett@uoguelph.ca

References

Caswell, J.I. and Williams K.J. (2015), Respiratory System, In ed. Maxie, M. Grant, 3 vols., 6th edn., Jubb, Kennedy and Palmer’s Pathology of Domestic Animals, 2; London: Elsevier Health Sciences, 490-91.

Hinchcliff, KW, et al. (2015), Exercise induced pulmonary hemorrhage in horses: American College of Veterinary Internal Medicine consensus statement, J Vet Intern Med, 29 (3), 743-58.

Rocchigiani, G, et al. (2022), Pulmonary bleeding in racehorses: A gross, histologic, and ultrastructural comparison of exercise-induced pulmonary hemorrhage and exercise-associated fatal pulmonary hemorrhage, Vet Pathol, 16:3009858221117859. doi: 10.1177/03009858221117859. Online ahead of print.

Manohar, M. and T. E. Goetz (1999), Pulmonary vascular resistance of horses decreases with moderate exercise and remains unchanged as workload is increased to maximal exercise, Equine Vet. J., (Suppl.30), 117-21.

Vitalie, Faoro (2019), Pulmonary Vascular Reserve and Aerobic Exercise Capacity, in Interventional Pulmonology and Pulmonary Hypertension, Kevin, Forton (ed.), (Rijeka: IntechOpen), Ch. 5, 59-69.

Manohar, M. and T. E. Goetz (1999), Pulmonary vascular resistance of horses decreases with moderate exercise and remains unchanged as workload is increased to maximal exercise, Equine Vet. J., (Suppl.30), 117-21.

Celebrating breeders - Tom Egan - the owner breeder of NY bred superstar - Red Knight

Words by Bill Heller

Winning a stakes race, let alone a graded stakes, is a thrill for any Thoroughbred owner. But what if you also bred that horse? That’s special—literally choosing the mating, then deciding to keep him rather than sell him at auction, and waiting a year or two to race him.

Now imagine—with just 151 career starts as an owner of 14 Thoroughbreds—that horse was the last one you own after 50 years of loving, working with and racing horses. 

Like every other owner, 75-year-old Tom Egan was told never to fall in love with his horses. He couldn’t help himself with Red Knight, a remarkable eight-year-old gelding who returned from an 11-month layoff to capture the $156,000 Colonial Cup at Colonial Downs and the $694,180 Gr. 2 Kentucky Turf Cup Stakes at Kentucky Downs by a nose. 

“Red is my last horse,” Egan said. “I’m very close to him.”

He just wishes his wife Jaye, who died December 30, 2016, at the age of 53 after a brave, 17-year battle with breast cancer, was with him to enjoy Red Knight’s success. “Racing isn’t the same without her. Marriage isn’t the same. We accomplished so much more than we could have hoped. My wife was such a beautiful person. Shared joy is better than joy.”

They met in July 1990. “I took her, with much trepidation, to Saratoga,” he said. “I thought, `Is she going to like it? What if she thinks it’s silly?’”

She thought it was wonderful. “Man, she loved it, she wanted to get there before the first race and stay until after the ninth.” 

Egan’s interest in Thoroughbreds traces back to his father, Lester, an attorney in Hartford, Connecticut, who loved gambling and horse racing. “My dad was primarily a tax attorney; to me, it was too boring.”

Egan, who now lives in Ocala, also became an attorney after attending the University of Hartford and Quinnipiac Law School. “I did personal injury, criminal law and eminent domain.”

Asked if he enjoyed it, Egan said, “There were only two things wrong with the practice of law: judges and clients.”

Mostly retired now, he said he’s a “recovering attorney.” A couple of long-time clients still use his services.

Egan’s first visit to a racetrack came in 1971 at Rockingham. He then attended Suffolk Downs before visiting Saratoga and Belmont Park. In 1976, he took a job working as a hot-walker and groom at a farm in Massachusetts, then with John Russell, who was training for the powerful Phipps Stable.

But he didn’t stick to racing, attending law school and beginning a career.

His first horse was a pleasure horse, Rebel, in 1970. “I rode him on weekends. He did what I wanted him to do: run fast and true.”

Egan’s first Thoroughbred was Shadow, a grandson of Forward Pass. Egan began riding jumpers with him. “I got up to 3-foot-3. Shadow could jump 4-9.”

More than 30 years later, with the love of his life in hand, he plunged into Thoroughbred ownership—modestly. He decided to race and breed under the name of Trinity Stable, even though there is no stable nor farm. The 250-year-old Trinity Church behind his house was his inspiration.

In 2003, the Egans purchased the dam Isabel Away, a daughter of Horse of the Year Skip Away, at the Keeneland Sale, for $60,000. “My wife saw the mare and said that we just had to have her. I think the first thing she liked was her color, but upon closer examination, she really liked her an awful lot. When I saw her in the back walking ring before she went out to the sales ring, she was just very classy and composed. At that point, I said, `Yeah, sounds good.’”

Though she won just one of 11 lifetime starts, she would produce two New York-bred geldings who have combined to win more than $1.8 million. And Red Knight isn’t done racing. 

The following April, the Egans were at Keeneland for the spring meet. “We  met a trainer, and he said, `Ninety-five percent of owners get involved because of status.’ My wife calmly looked at him and said, `We’ve been here three days. We had no seats; we don’t know anybody, and we’ve had a lovely time.’”

Ten years later, the older of the two brothers, Macagone (pronounced Ma-ka-gon), a speedy son of Artie Schiller, took the Egans on quite a run. After being claimed away from the Egans for $40,000 on June 27, 2018, Macagone continued racing until the age of nine, finishing with 11 victories, six seconds and eight thirds from 47 starts with earnings of $654,981.

Identifying Macagone was easier than pronouncing his name correctly. “Tom Durkin, the greatest race caller ever, even got it wrong. I had a couple of friends talk to him about the pronunciation. He couldn’t get it. I was in downtown Saratoga at an Italian designer’s shop one morning and I was admiring one sports jacket. The owner of the store said he had made it for Tom Durkin, and he was picking it up the next morning. I put a note in his jacket with the horse’s name. Tom pronounced it correctly every time after that.”

Egan called Macagone “...a cool horse; he reminded me of Sonny Liston in the paddock—a bay with no white markings. He had that look about him: `I’m here, I know what I’m doing, and I’m going to kick your ass.’ He beat some very good horses.”

For the Egans, Macagone captured the stakes named for his sire, the Artie Schiller at Aqueduct, by three-quarters of a length at 34-1. Announcer John Imbriale made the call, “A son of Artie Schiller wins the Artie Schiller at 34-1!” Macagone also won consecutive runnings of the Danger’s Hour Stakes at Aqueduct before finishing third in it. After he was claimed, Macagone set a then track record at Saratoga, winning a one-mile New York-bred allowance in 1:33.13 on the Inner Turf Course.

Red Knight, a son of Pure Prize trained originally by Hall of Famer Bill Mott, put together a successful career in his first four years of racing, taking the 2020 Gr.  3 Sycamore at Keeneland  and finishing second by a half-length a month later in the Gr. 3 Red Smith Handicap at Aqueduct. 

Egan, acting on a tip from a friend, found out Red Knight loved raw, sliced sweet potatoes. “They’re palatable to the stomach of a horse,” Tom said. “A friend of mine suggested it.”

At the age of seven last year, Red Knight finished second in the Gr. 3 Louisville at Churchill Downs but didn’t hit the board in five other starts.

Egan decided to give him a long break and switch trainers. “It took him 11 months to get healthy,” Tom said. “I called Mike Maker. I said, `You don’t know me, but you might know my horse, Red Knight.’ He said, `Oh, yes I do.”

Maker has obviously done a splendid job with Red Knight, who in two starts has made 2022 Tom’s highest single-season in earnings. Red Knight’s success gave Egan a problem, a good problem to have: should he supplement Red Knight to the Gr. 1 $4 million Breeders’ Cup Turf for $100,000?

“I’m never going to have that problem again,” Egan said. 

Either way, Egan has already been working with his good friend, Laura Fonde, a hunter-jumper rider, to transition Red Knight to a successful and meaningful second career. “He’s never going to be happy just standing out there in a field.”

He knows his horse, who has 10 victories, eight seconds and one third from 29 starts with earnings of more than $1.2 million. Earlier this year, he knew his horse wasn’t done racing at its highest level. If not, he would have retired him. “I could tell that he still had it in him.”

Tom Egan knew. Maybe Jaye Egan did too.

The Often Overlooked Equine Sacroiliac Joint

Horses that present as sore in the hindquarters can be perplexing to diagnose. Sometimes the problem is found in the last place you look – the sacroiliac joint.

Article by Annie Lambert

Even though the sacroiliac joint (SI) was on veterinary radars long ago, due to its location buried under layers of muscle in the equine pelvic region, the joint and surrounding ligaments were tough to diagnose and treat.

The sacroiliac joint is often a source of lower back discomfort in race and performance horses. Trainers may notice several clinical signs of a problem. These hints include sensitivity to grooming, objections to riders getting legged up, stiffness of motion, pain to manual palpation of the rump or back, resistance to being shod behind and poor performance.

Of course, those symptoms could describe other hind limb soundness issues, making the origin of the problem arduous to ascertain. A thorough physical examination with complete therapeutic options can relieve sacroiliac pain. The treatments are complicated, however, by the anatomy of the SI area. 

The equine pelvis is composed of three fused bones: ilium, ischium and pubis. The sacrum, the lower part of the equine back, is composed of five fused vertebrae. The sacroiliac joint is located where the sacrum passes under the top of the pelvis (tubera sacrale). The dorsal, ventral and interosseous sacroiliac ligaments help strengthen the SI joint. 

The SI and surrounding ligaments provide support during weight bearing, helping to transfer propulsive forces of the hind limbs to the vertebral column—creating motion much like the thrust needed to break from the starting gate.

Sound complicated? It certainly can be.

Diagnosing Dilemmas

It wasn’t until modern medical technology advanced that the SI could be explored seriously as a cause of hind lameness.

“The sacroiliac is one of the areas that’s very hard to diagnose or image,” explained Dr. Michael Manno, a senior partner of San Dieguito Equine Group in San Marcos, California. “[Diagnostics] of the area probably correlated with bone scans or nuclear scintigraphy. You can’t really use radiographs because the horse is so massive and there is so much muscle, you can’t get a good image.

“About the only time you can focus on the pelvis and get a decent radiograph is if the horse is anesthetized—you have a big [x-ray] machine and could lay the horse down. But, it’s hard because with anything close to a pelvic injury, the last thing you want to do is lay them down and have them have to get back up.”  

The nuclear scintigraphs give a good image of hip, pelvis and other anatomical structures buried deep in the equine body, according to Manno, a racetrack practitioner. “Those images can show areas of inflammation that could pretty much be linked right to the SI joint.”

The other modern technological workhorse in the veterinary toolbox is the digital ultrasound machine. Manno pointed out that veterinarians improved diagnostics as they improved their ultrasounding skills and used those skills to ultrasound areas of the body they never thought about before. Using different techniques, frequencies and various heads on the machine’s probe, the results can be fairly remarkable.

“The ultrasound showed you could really image deeper areas of the body, including an image of the sacroiliac joint,” Manno said. “It can also show some ligament issues.”

Where the SI is buried under the highest point of a horse’s rump, and under heavy gluteal muscles, there are two sets of ligaments that may sustain damage and cause pain. The dorsal sacroiliac ligaments do not affect the sacroiliac joint directly, but help secure the ilium to the sacral spine. The ventral sacroiliac ligaments lie deeper, in the sacroiliac joint area, which they help stabilize. These hold the pelvis tight against its spine. The joint itself, being well secured by these ligaments, has little independent movement and therefore contains only minimal joint fluid.

Diagnosing the SI can be complex because horses often travel their normal gait with no change from normal motion—no signs of soreness. Other horses, however, are sore on one leg or another to varying degrees, sometimes with a perceptible limp. 

“I don’t know that there is a specific motion,” Manno explained. “You just know that you have a hind end lameness, and I think a lot of performance horses have mildly affected SI joints. 

“The horses that are really severe become acutely lame behind, very distinct. You go through the basic diagnostics, and I think most of these horses will show you similar signs as other issues behind. We palpate along the muscles on either side of their spine and they are sore, or you palpate over their croup and you can get them to drop down—that kind of thing. Other times you do an upper limb flexion on them and they might travel weird on the opposite leg. So, it can be a little confusing.” 

In the years prior to the early 2000s, the anatomical location of the SI hindered a definite diagnosis; decisions on hind soreness were more of a shrug, “time and rest” treatment evaluation. As one old-time practitioner called it, a SWAG – “Scientific Wild Ass Guess.”

Even with modern tools, making a conclusive diagnosis can be opaque.

“The less affected horses, through exercise and with medications like Robaxin [muscle relaxer] or mild anti-inflammatories, seem to be able to continue to perform,” Manno said. “I don’t know how you can be perfectly sure of an inside joint unless you try to treat it and get results.”

“That’s why bone scans came into play and are really helpful,” Manno added. “You can image that [SI] area from different angles with the machine right over the path of the pelvis, looking down on it or an angle view into it, and then you see it from the side and the back very often. We can get an idea from the different views and angles of where the inflammation is and pinpoint the problem from that.” 

Once Manno has a generalized idea of where the problem is, he fine-tunes his hypothesis using more diagnostics with a digital ultrasound machine. 

“You can ultrasound from up above and see the joint that way,” he said. “As ultrasound has progressed, we’ve found that the rectal probes the breeding vets have used can also be tuned in to start looking for other things. If you turn them upwards, you can look at the bottom of the pelvis and the SI joint. You can see things through the rectum by just looking straight up. That is a whole new thing that we probably never thought about doing. I don’t profess to be very great at it; it’s not something I do a lot, but there are people that are just wonderful at it.” 

Treating a Theorem

But, if the diagnosis is incorrect, the prescribed treatment may be anything but helpful.

“In many cases, if a horse is really sore, you need to be very careful,” cautioned Manno. “What you don’t want to do is go from a strain or some sort of soft tissue injury into a pelvic fracture by trying to keep them going. In many cases you are back in the old rest and time type of treatment.”

Manno pointed out one treatment that has advanced over many years is injecting the SI joint directly. There are a couple of techniques used when injecting the SI. With a blind injection the practitioner directs a long, straight needle into the joint by relying solely on equine anatomy. The other technique employs an ultrasound machine to guide the placement of the needle into the joint.

“Normally we are just injecting cortisone in those cases,” Manno noted. “We are trying to get the inflammatory response to settle down. Hopefully that gives the horse some relief so that they’re a bit more relaxed in their musculature. You know how it is when you get a sore back; it’s hard to keep yourself from cramping, which makes everything worse.”

A slight tweak of that technique is to use a curved needle. When you are positioning the curved needle, it follows the curve of the horse’s anatomy and helps the practitioner direct the injection into the joint.

“It curves right into position for you; it gives you a little help,” Manno confirmed of the curved needle. “Some people are really good with that technique; others still like to go to the straight needle. [The curved needle] helps you approach the site without interference from the bones in that area.”

SI joint injuries affect most performance horses, including Standardbred trotters and pacers, Western performance athletes as well as hunters, jumpers and dressage horses.

The older show horses are often diagnosed with chronic SI pain, sometimes complicated by arthritis. These chronic cases—and admittedly some racehorses—are treated with different therapies. These conservative, nonsurgical treatments have been proven effective.

In addition to stall rest and anti-inflammatories, physical training programs can be useful in tightening the equine patient’s core and developing the topline muscles toward warding off SI pain. Manno, a polo player who also treats polo ponies, believes the hard-working ponies avoid having many SI injuries due to their fitness levels. 

“I think these polo horses are similar to a cross between a racehorse and a cutting horse,” Manno opined. “They are running distances and slide stopping and turning.”

Other treatments utilized include shockwave, chiropractic, acupuncture, therapeutic laser and pulsed electromagnetic therapy.

Superior Science

With the new diagnostic tools and advanced protocols in their use, veterinarians can pinpoint the SI joint and surrounding areas much closer. This gives them an improved indication that there definitely is an issue with the sacroiliac. 

When there is a question about what is causing hind end lameness, most practitioners begin with blocking from the ground up.

“In many cases with hind end lameness that we can’t figure out, we block the lower leg; if it doesn’t block out down low, we conclude the problem is up high,” Manno said. “Once you get up to the hock you’re out of options of what you can figure out. You start shooting some x-rays, but by the time you get to the stifle, you’re limited. Bone scans and ultrasounds have certainly helped us with diagnosing.”

Manno doesn’t see a lot of SI joint injuries in his practice, but he noted there were cases every now and again. He also opined that there were probably other cases that come up in racehorses on a short-term basis. He also noted that, although it may not be a real prominent injury, that’s not to say it has not gone undiagnosed.

“I think we realize, in many of the horses we treat, that the SI joint is something that may have been overlooked in the past,” Manno concluded. “We just didn’t have the ability to get any firm diagnosis in that area.”

Patrick O’Keefe - Kentucky West Racing

Article by Bill Heller

Growing up in Ogden, Utah, Patrick O’Keefe never saw a racetrack. But it didn’t prevent him from falling in love with a horse. 

Patrick did bond with his father through railroads. “I’m a two-generation railroad worker,” he said. “My dad worked for the Union Pacific Railroad. I worked there while I was going to college at the University of Utah. Just before I graduated, he had a heart attack and died. My railroad career ended at that point. So I hooked up with a good friend, Dennis Bullock. I loved golf. We went looking for a property to build a golf course. We looked all over the country. We didn’t have a lot of money, but we had a lot of energy.”

Their search took them to Bear Lake, Idaho, near the southeast border of Idaho and Utah, and Patrick liked what he saw. They found the property owner and made a deal. “I gave him $10 down,” Patrick said. “I had to come up with $2,000.”

He did. They built a golf and country club, and then sold some 1,000 lots on the property. “I was pretty good at sales,” Patrick said.

On a fateful day, one of Patrick’s buddies from home, Wayne Call, paid a visit. He’d moved to the east and was back visiting family. “He lived right next to me in Ogden,” Patrick said. “His dad worked for Union Pacific.” Wayne, who had worked in bloodstock and trained a few horses, told Patrick he thought Bear Lake would be a great place to raise Thoroughbreds. Patrick told Wayne he thought it was too cold to raise horses but Wayne told him the cold kills parasites and limits disease. In Ray Paulick’s February 2022, story in the Paulick Report, Patrick said, “We have good water and several hundred acres, so I said I’d give it a try. I was dumb as a post. I had no background in racing whatever.”

So he leaned on Wayne and they took off for a nearby off-track betting facility in Evanston, Wyoming. “Wayne told me to look for a mare that’s won a lot of races that had good breeding,” Patrick said. He settled on Rita Rucker, a granddaughter of Danzig who’d won 21 races, including four stakes and earned $249,767. Her last start was in a $16,500 claimer, and Patrick got her for $7,500.

Patrick chose Kentucky West Racing—a courtesy to Wayne who once owned a hotel named Frontier West—as a stable name and bred Rita Rucker to Thunder Gulch. Patrick decided to raise the foal on his farm in Bear Lake. “My ranch is 200 acres,” he said. “We fenced a paddock. We had a little manger—a lean-to. When they unloaded Rita Rucker, she was absolutely gorgeous. I couldn’t believe my eyes.”

Rita Rucker foaled a filly. Patrick named her Private World, fitting his farm’s secluded area. “I’d drive up to the ranch two or three times a day,” Patrick said. “She’d see me coming and start to run along the fence line. That was her. She just loved to run.”

One snowy evening, she ran away. “Lots of snow, and I came to watch her one night,” Patrick said. “The fence was broken, and she was gone. My ranch adjoins the National Forest. What happened was an elk got through the fence to go after my feed. I saddled another horse and got a lariat. She was at the top of the mountain. I worked my way up to the top of the mountain. It was snowing. It was amazing. It took me hours to get her.”

But he did. “She was just a yearling,” Patrick said. “I built a barn for her.”

When it was time to find a trainer, a friend recommended Bob Hess, Jr. Hess and Patrick quickly discovered they had a talented two-year-old filly. Private World won her first three starts, a maiden race at Del Mar, an ungraded stakes at Santa Anita and the $100,000 Moccasin Stakes at Hollywood Park.

“I’m offered a million and a half after the race,” Patrick said. He didn’t take long to say ‘no.’ “Let me tell you something, I was in love with that horse,” Patrick said. “I was in love with her from the day she was born. I just figured that this horse was going to be the start of something fantastic.”

Her next race was anything but. In the Gr. 1 Hollywood Starlet, Private World tired to finish last—11th by 20 ¼ lengths. She then finished second in a $96,000 stakes and fourth in an $83,000 stakes. She had posted three victories and one second in six starts and earned $166,058.

She never raced again. “She ran through an iron fence and broke her leg,” Patrick said. “I didn’t have any insurance. I lost her for racing, and I thought we would have to put her down.”

Patrick brought her back to Bear Lake, and she slowly recovered. “I spent months with her,” he said. “I hauled in bale after bale of straw. I slept in the barn with her. I bawled my eyes out for a month. I told her as long as she’s alive, I would stay in the business.”

He meant it, and now, at the age of 80, his business is thriving with a partner, Clarke Cooper. After Private World recovered, Patrick bred her to Giant’s Causeway and was rewarded with the three-year-old speedy colt Classic Causeway, who took Patrick and Clarke on a heck of a Triple Crown ride, capturing the Gr. 3 Sam F. Davis and the Gr. 2 Tampa Bay Derby for trainer Brian Lynch.

After Classic Causeway finished 11th in both the Gr.1 Florida Derby and the Gr. 1 Kentucky Derby, Patrick and Clarke switched trainers to Kenny McPeek. In his first start for his new trainer, the Gr. 3 Ohio Derby, Classic Causeway fought on the front end before weakening to third.

McPeek thought Classic Causeway would handle turf, and he gave his new horse quite the challenge: the mile-and-a-quarter Gr. 1 Belmont Derby at Belmont Park July 9. Sent off at 26-1 under Julien Leparoux, Classic Causeway went wire-to-wire, winning by three-quarters of a length. Subsequent good races, thirds in the Gr. 1 Saratoga Derby Invitational and the Gr. 3 Jockey Club Derby Invitational, leaves his connections plenty of options in a promising future.

Private World has since foaled a colt and a filly weanling by Justify, and she’s in foal to Maximum Security. “We’re loaded; we’re loaded with potential,” Patrick said. “I didn’t take the money when I needed it. I just wanted to go on this journey and see where it takes us.”

On August 31, the journey took him to a destination he’d never envisioned growing up in Ogden, Utah. He was named the Thoroughbred Owners and Breeders Association September Member of the Month. And he knows who to thank.

Asked what he thinks of when someone says “Private World,” he said, “I think of love.”   

Donato Lanni - X-Men Racing

Article by Bill Heller

Thoroughbred bloodstock agent Donato Lanni cherished trips to the racetrack with his father, Giuseppe, who grew up in Italy and settled in Montreal, making a career as a construction contractor. He did well enough to pursue his passion. “My dad had a love and a desire for horses and horse racing,” Donato said. “He had some claiming horses.”

They were harness horses and Donato and his father shared evenings at Blue Bonnets Racetrack. “I grew up around it,” Donato said. ”As a kid, there’s something inside you that gets alerted. You catch the bug. I don’t think that’s a myth. I was eight or nine.

“Summertime, I got more involved. I spent all my time at Blue Bonnets going to the barn. I became a groom when I was 13 or 14. There I got to meet some really cool guys—some of the most legendary guys in harness racing: Andre LaChance, Sylvan Filion and Duncan MacTavish. Andre never talked and was not very pleasant to be around, but he was a hell of a horseman. He took a liking to me for some reason. I drove in qualifier (non-betting) races.” Donato was 16 when he bought his first horse.

Though Donato graduated from Concordia University in Montreal, he realized that he wanted to head south—far south. Taking advantage of a summer program at Concordia, Donato got a temporary visa to work in the United States, fixating on Kentucky.  

“I didn’t see a future in Canada,” he said. “I asked, `How am I going to make a living with horses?’ I thought I had to go to Kentucky and see what it was like. I left Canada, knowing I was never going back.”

But he had no connections in America. “You take a chance and go to work,” Donato said.

And when you can’t find work? Running out of money, Donato bought a tent and camped out at the Kentucky Horse Park.

He got a huge break when he met John Cashman of Castleton Farm, one of the premier harness farms in North America. “I got a job with John,” Donato said. “He was very nice to me. I became the yearling manager in 1996. I was 25. I kept working. Grind, grind. Eventually doors open and you meet people.”

He counts himself lucky for meeting and then working for John “Big Johnny” Jones, the founder of Walmac International Farm in Lexington, where such super stallions as Nureyev and Alleged stood. Jones was also the founding partner of Four Star Sales. Initially, Donato landed a job with Walmac selling stallion services. 

“If there was one person most responsible for any success that I had, it was Johnny Jones,” Donato told Murray Brown in his October 2021 story in Harness Racing Update. “Johnny was a noted bloodstock agent who ran Walmac International. It was from him that I learned my craft. He sold and bought horses. Eventually, so did I. While I was at Walmac, Johnny supported me on my first route towards becoming an American citizen.”

While with Walmac, Donato got to know Thoroughbred owner and movie theater magnate George Krikorian. He told Donato to let him know if one yearling caught his eye at any of the sales. One did—Starrer. She sold for $35,000 and won multiple Gr. 1 stakes on the way to becoming Donato’s first millionaire. In an article in Blood-Horse magazine, Krikorian said of Donato, “I don’t know anyone who had a better eye for horses than he does.”

Eventually, Donato worked for John Sikura’s Hill ‘n’ Dale Farm as director of Bloodstock Services, and became friends with Hall of Fame trainer Bob Baffert. “I met Bob 20 years ago at a sales,” Donato said. “He took me around and showed me what to look for. We’re still pretty close. I learned my craft through Bob Baffert. He’s a great horseman. He’s the best.”

Donato has paid Baffert back by selecting two Horses of the Year: Arrogate (2016) and Authentic (2020).

In 2006, Donato reconnected with Canadian horsemen, specifically trainer Kevin Attard. Attard trained Leonnatus Anteas, a yearling colt Donato picked out for Nob Hill Farm. The following year, Leonnatus Anteas won all three of his starts and was named Canadian Champion Two-Year-Old Colt. “That was the start of our relationship together,” Kevin said. “He sent me a couple horses over the years. For me to be associated with him has been a boost to my career. He respects me as a trainer.”

A few years back, Donato decided to start a new team. He convinced several Canadian horse owners and hockey fans to form X-Men Racing and then partnered with SF Racing and Madaket Stables. Lanni nicknamed the partnership “The Avengers. We put a fund together and bought a dozen horses,” Donato told Murray Brown in his story. “They’re all guys that are in the horse business—some of them with Standardbreds. But what they all have in common, besides being friends with me, is that they’re all lucky.”

One of the original dozen X-Men Racing horses was Moira. All the filly did in August was defeat colts while taking the $1 million Gr. 1 Queen’s Plate by seven lengths in track-record time. Less than a month later, their two-year-old filly Last Call won the Gr. 1 Natalma. 

Through all the ups and downs, all the twists and turns of his colorful career, he never lost that feeling he first experienced when he went to the track with his father. “They’re majestic animals,” Donato said. “They’re beautiful to look at. You go work with them; it’s very challenging and it’s fun. We got started because we love the horse.”