Graded Stakes Winning Owners - Eric and Sharon Waller (Stronghold)

Though Eric Waller was 10 years old when he accompanied his father to Santa Anita, he never really felt connected to Thoroughbreds.

His success with Barranca Insurance, which opened in Rancho Cucamonga in 1972 and is now run by his daughters, allowed him to purchase a couple of horses.

“Not Thoroughbreds,” Waller said. “One was a Paint, and one was a Quarter Horse. I wanted horses to ride. I thought that might be fun. It was at that time I realized I did feel something special about horses. I didn’t realize that was inside of me until I bought those horses. I found inner calmness and appreciation for the animal.”

That would be tested after he bought and began breeding Thoroughbreds. His early struggles and then continuing success on the track was tempered by horrible happenings trying to develop a broodmare band. But the Wallers never gave up and they now have a home-bred Kentucky Derby contender, Stronghold, a horse they can proudly point out traces back to four generations of their own Thoroughbreds.

Despite two of their stars dying while giving birth. Despite two mares who savaged their own foals.

Asked how he got through the rough parts, Waller said, “I wish I could tell you. I’m not a quitter. I believe someday, somehow, I’m going to get me a Grade 1 winner. I feel that was my goal. I hadn’t achieved it, so I couldn’t quit.”

Stronghold, who won the Grade 3 Sunland Derby by 2 ¼ lengths in an impressive three-year-old debut, added the Santa Anita Derby April 6th in his final prep for the Kentucky Derby. He is already the Wallers’ highest earner. Stronghold’s dam, Spectator, is second and Stronghold’s third dam, Swiss Diva, is third.

The Wallers’ entrance into Thoroughbred racing was disappointing. “My wife knew a retired jockey,” Waller said. “He had an old mare. She was in foal to a stallion named Lucky Sack. I went ahead and took the mare. I didn’t know anything about racing. I had that foal and decided to race that foal. That was about 1995. Of course, I didn’t have any success. I said, `I’m going to try a different route.’ There was a sale in California, Barretts. There was a mare in there by the name of One Stop. She was by Mr. Leader, in the family of Distorted Humor.”

One Stop is the fourth dam of Stronghold.

One Stop won just one of 19 starts and made $34,985. Waller bred her to Swiss Yodeler. The resulting filly, Swiss Diva, is the third dam of Stronghold.

Swiss Diva won her first three starts, including a $138,000 stakes for California-breds, by 8 ½ lengths, then finished fifth by 4 ½ lengths to superstar Rags to Riches in the Grade 1 Las Virgenes. Swiss Diva finished her 14-race career with four victories, three seconds and earnings of $240,399.

Put into perspective, the Wallers had won just seven of 76 starts from 2002 through 2013.

Envisioning a foundation broodmare, Waller bred Swiss Diva to Henny Hughes. Swiss Diva died foaling Diva’s Tribute. Though unraced, Diva’s Tribute is Stronghold’s second dam. 

Bred to Jimmy Creek, Diva’s Tribute delivered Spectator. She won three of her first four starts, including the Grade 2 Sorrento Stakes at Del Mar and was second to Midnight Bisou in the Grade 1 Santa Anita Oaks. Spectator retired with three victories, one second and one third from nine starts with earnings of $323,951.

“Spectator died giving birth to her foal,” Waller said. “A punctured colon. I was just sick. There are just so many lows in this business. There’s nothing lower than losing a horse.”

But the foal who survived was Stronghold. “Stronghold grew up on a nurse mare, just as his mother did,” Waller said.

“The people at Mulholland (Mulholland Springs Farm, where Stronghold spent his early days) told me this horse was a man among boys, a very classy looking individual that shows a lot of quality,” Waller said. “I took that seriously because these people are commercial breeders. They see hundreds of yearlings.”

In April of his two-year-old second, Stronghold was sent to California-based trainer Phil D’Amato, who had a string of horses in Kentucky. “Stronghold cast himself in the stall,” Waller said. “We wound up missing several weeks of training. Then, finally, things returned to normal.”

Stronghold finished second and first in a pair of maiden races at Ellis Park and Churchill Downs, then finished second in the Grade 2 Bob Hope Stakes to undefeated Nysos at Del Mar. He was second again by a half-length to Wynstock in the Grade 2 Los Alamitos Futurity.

Stronghold’s handy victory in his three-year-old debut in the Grade 3 Sunland Derby sent him soaring up the list of Kentucky Derby contenders. His sensational :58 2/5 work should have him moving forward as he tackles tougher opponents.

If all this is exciting, Stronghold doesn’t seem to notice. “He’s so quiet in the paddock, Phil thinks he’s sleeping,” Waller said. “He doesn’t turn a hair.”

Gamely bulling his way through horses, Stronghold won the Santa Anita Derby by a neck, giving Waller his ultimate goal, the one he stuck to despite all the heartache. “The Santa Anita Derby was our first Grade 1,” Waller said. “That’s why I’m in the business. It’s not about the money anymore, it’s about the achievement.”

And his determination. Achievement can’t happen if you give up.

Trust Your Gut – the importance of nutrition for health, performance and longevity

Article by Dr. Richard McCormick, M.V.B., Dip. Eq.Sc., M.R.C.V.S. 

The science of equine nutrition is really quite simple – The horse is a flight animal and in the wild, needs to be able to escape from predators using a short burst of energy. Nutrition and subsequent ‘energy’ for survival is all provided by grass which has the required balance of vitamins, minerals, immune supportive nutrients and  fiber to maintain a healthy gut microbiota and keep the horse in adequate health for reproduction. Proper functioning of the gastro-intestinal tract (GIT)  in horses is dependent on a broad range of micro-organisms and more than half of the energy requirement for their survival comes from the microbial fermentation occurring in their enlarged caecum and colon (Chaucheyras-Durand et al 2022). The bacterial populations resident in the various compartments of the horses intestinal tract vary greatly (Costa et al 2015) and there is more DNA in the bacteria located in the gastro-intestinal tract  than there is in the entire body. Because of this, having a healthy gut flora is critical to having a healthy immune system.

In modern times, our demands of horses for performance for our pleasure rather than their survival has led to their need for increased energy that cannot be provided from grass alone. Because of this, the intricacies of diet (in particular the consumption of starch, fiber and fat) has come under scrutiny. Equine feed manufacturers have looked for additional sources of starch, a carbohydrate and a natural component of grass that is ‘essential  to provide energy, fiber and a sense of fullness’ (Seitz 2022). Today, most horses and rapidly growing foals are commonly fed diets with >50% of total ration by weight in the form of grain ‘concentrates’ and carbohydrates from oats, maize, soya, barley and wheat. These grain based feeds contain high concentrations of soluble, easily fermentable starches but can be deficient in certain minerals and vitamins so getting an optimally balanced feed ‘right’ is difficult.

Too much of a good thing  

With advances in scientific knowledge, we now know that when a horse is exposed to surplus starch, the hydrogen ion concentration of their gut increases promoting  the production and absorption of lactic acid, acetate and propionate through the activity of fermentation (Ralston 1994). The process is quick, with lactic acid entering the bloodstream within 3 hours of feeding and calcium subsequently being excreted in the urine.  In order to combat this nutrient loss, the horses’ hormone system triggers the release of parathyroid hormone into the bloodstream, activating the release of stored calcium (to maintain optimal blood levels) but unfortunately causing  bone demineralisation. Clinically, the horse experiences health consequences of varying degrees including digestive diseases (eg: gastric ulcers, diarrhea, colic or colitis), muscle dysfunction (eg: rhabdomyolysis (known as ‘tying up’), defective bone mineralization (expressed as increased incidence of stress fractures and developmental orthopedic diseases), systemic diseases (such as laminitis, equine metabolic syndrome and obesity (Chaucheyras-Durand et al 2022) as well as potential causes of fatigue.

The ideal equine diet 

There is little equine focused research available on the benefits of individual nutrients (due to limited numbers in trials and their subsequent evaluation) of grain ‘concentrates’. But we do know that ingredient availability and quality is regularly influenced by market pressures. 

The table (fig 1) below outlines the sugar, starch and fiber components of the various ingredients commonly found in horse feeds. The optimal grain for equine nutrition with its efficient energy source through lower starch content (relative to other grains) and its high level of soluble fiber (relative to other grains) are oats.

The healing power of omegas and short chain fatty acids 

While grass provides optimal equine nutrition in its own right, the ‘curing process’ when making hay depletes the valuable omegas 3 and 6 intrinsic in grass. These ‘healing’ nutrients naturally protect the lining of the gastro-intestinal tract by increasing mucous production and alleviating ‘auto digestion’ (via hydrochloric acid). For horses, bacterial fermentation in the hind gut also results in the production of Short Chain Fatty Acids (SCFAs), namely acetic, proprionic and butyric acids. These SCFAs ‘cross talk’ with the gut immune system providing local immunity in the gut as well as protection of the respiratory system, the brain and other tissues against disease. In human medicine, it has been repeatedly established that a dysfunctional gut microbiome is associated with respiratory problems. This is evidenced by the fact that when gut disorders such as Irritable Bowel Syndrome  (IBD) or Coeliac disease exist in humans, they are commonly associated with a higher incidence of respiratory infections and related asthmatic like conditions. Barragry (2024) explores the relationship (Fig 2) between gut microbiome and the immune system's ability to support health and combat disease in cattle. A scenario mirrored in the equine.

The stabled horse should be provided with SCFAs daily to support proper functioning gut microbiome. This critical dietary consideration should ideally be provided in the form of flaxseed which has the highest ratio of omegas 3 and 6 (in the ideal ratio 4:1) in the plant world and is most suitable for the equine herbivore.

The health benefits of flaxseed for both humans and equines has been recognized as early as 3,000 BC. Flaxseed was used for various medicinal purposes such as the treatment of gastric disorders, as a soothing balm for inflammation and as a laxative (Judd, 1995). Horsemen (who relied heavily on their equines) and trainers (who sought optimal performance from their charges through natural means) also used flaxseed as a way to supplement the diet with omega-3’s and fiber to produce high quality proteins. Now, thirteen centuries later, we have research to substantiate the knowledge of our ancestors. The renowned German researcher of ‘fats’ and pioneer in human nutrition, Dr. Joanna Budwig, as early as the 1950’s reported that “the absence of highly unsaturated fatty acids causes many vital functions to weaken". Dr. Budwig’s life’s work focused on the dietary ‘imbalance’ between omega-3 and omega-6 fatty acids in humans has been a cornerstone to the exploration of the role of inflammation and the development of many diseases of the coronary, respiratory, metabolic and immune system.

The small seed of the flax plant is also an excellent source of high-quality protein (exceeding that of soybeans and fish oils) and potassium (a mineral that’s important for cell and muscle function). But, the true power of flaxseed lies in three key components: 

Omega-3 essential fatty acids – Also known as "good" fats, omegas enhance the oxygen usage of cells and in combination with alpha-linolenic acid (ALA) are anti-inflammatory in their effect within the body.

Lignans – Flaxseed contains 750 - 800 times more lignans than other plant foods (McCann 2007, Yan 2014). Lignans are a group of compounds with antioxidant properties which also contain plant estrogen. Lignans are linked to a reduced risk of developing osteoporosis, heart disease and cancer.

Fiber - Flaxseed contains both the soluble and insoluble types of fiber essential for maintaining ‘gut’ health.

In equines, adding flaxseed to the diet has the immediate benefits of a shiny, healthy coat and fewer skin allergies. Consistent use of flaxseed has multiple long term benefits including strong hoof quality, improved joint health, reduced muscle soreness, faster healing of ulcers (Sonali et al 2008) and significantly impacts inflammation associated with chronic skin conditions (commonly known as ‘sweet itch’). In breeding stock, increased Omega-3 levels in mares’ milk leads to boosted immunity in foals with higher stallion fertility and improved conception rates in broodmares documented (Holmes, 2015).

How diet can influence performance 

It is easy to think that ‘providing more is better’ when it comes to using nutrition to support performance. But having excess levels of essential vitamins and minerals being processed by the horses’ sensitive gut has a direct impact on their behavior and willingness to perform. Today, we have greater ‘choice’ at the feed store with a broad range of commercial feeding offerings available including mixes, mashes and supplements but the discerning horse owner can be forgiven for being overwhelmed by the range of diet options for every ailment and stage of life.

In modern times, despite advances in nutrition offerings, we have seen a falloff in performance (Fig 3). During the late 1960s, the U.S. Jockey Club stats noted that racehorses averaged 12 starts per year – a far cry from today's horses racing in the U.S. where the average of 3 ‘starts’ was highlighted by leading US Trainers in 2020 (www.ownerview.com). Unfortunately, this is not just a U.S. based problem, but a phenomenon noted worldwide.

The first equine pelleted feed was formulated in the US by the Cistercian  monks in Gethsemani, Kentucky in 1957. Prior to this, all horses were fed ‘straights’ (primarily oats as their energy source and flaxseed as their protein source). My own understanding of the link between modern feeding practices and compromized performance since the 1960s has been curated off an understanding of “what was different” then, as well as a career of observations, clinical practice and scientific review. Fact is, the equine diet of the 1960s was lower in starch and high in fiber. It consisted of oats, minerals, and flaxseed as the “norm”. Hay was the preferred forage (Fig 4).

Today, soya (with one fifth of the omega 3 content of flaxseed) has practically replaced flaxseed as the protein source in equine nutrition. This small change has seen a significant drop in omega-3 and 6 (needed for prostaglandins) in the diet with consequential gastro-intestinal and joint issues. Other dietary changes include those recommended by the National Research Council (NRC) in 1978, who suggested doubling the recommended calcium levels for horses with a subsequent increase in levels of Osteochondrosis (OCD) and Osteopetrosis in the equine population (Krook and Maylin, 1989). Additional moisture in the diet too has led to excess mould formation in convenience feeds and with severe exposure causes liver damage (Buckley et al 2007). Stabled racehorses today mostly lack the nutritional protection afforded a previous generation of horses. The impact has been noted clinically in the widespread increase in equine gastric issues and as stated by J.E. Anthony “Racing fans are missing about half of what they once enjoyed in racing.”

The role of the gut bacteria in the prevention of disease

The gut microbiome begins populating and diversifying from the moment of birth. Though ‘sterile’ in utero, gut derived DNA immediately drives immune health with exposure to nutrition. Recent research suggests that the gut microbiome can be stimulated by using proven probiotics with a track record in enhancing gut health (Barragry 2024). But it is the protective power of SCFAs to allow ‘cross talk’ between the lungs and the gut microbiome that is critical to supporting horses through their life span. 

Nutrition using grain ‘concentrates’ is currently at approximately  99% saturation in today’s equine population so a return to feeding ‘straights’ is a swim against the tide of modernity. But, knowing the influence of nutrition on health, performance and longevity it falls on horse owners to be mindful of the consequential  impacts  such convenience feeds have on the gut microbiome and immune system. Random supplementation and high starch feeds are leading to dietary health issues such as gastric ulcers, hyperinsulinemia and  hyperlipaemia (obesity) as well as increased risk of laminitis . So trust your gut and keep it simple – a diet of oats, flaxseed, a multi-vitamin balancer and ad lib hay will not only meet your horses’ energy needs but will keep them happy and healthy too.

REFERENCES

Barragry. TB (2024) WEB https://www.veterinaryirelandjournal.com/focus/254-alternatives-to-antibiotics-probiotics-the-gut-microbiome-and-immunity

Buckley T, Creighton A, Fogarty (2007)  U. Analysis of Canadian and Irish forage, oats and commercially available equine concentrate feed for pathogenic fungi and mycotoxins. Ir Vet J. 2007 Apr 1;60(4):231-6. doi: 10.1186/2046-0481-60-4-231. PMID: 21851693; PMCID: PMC3113828.

Budwig, Dr. J (1903-2008) WEB https://www.budwig-stiftung.de/en/dr-johanna-budwig/her-research.html

Chaucheyras-Durand F, Sacy A, Karges K, Apper E (2022). Gastro-Intestinal Microbiota in Equines and Its Role in Health and Disease: The Black Box Opens. Microorganisms. 2022 Dec 19;10(12):2517. doi: 10.3390/microorganisms10122517. PMID: 36557769; PMCID: PMC9783266. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9783266/

Holmes, R (2015) Feeding for stallion fertility. WEB 

https://www.theirishfield.ie/feeding-for-stallion-fertility-172113/

Judd A (1995) Flax - Some historical considerations. Flaxseed and Human Nutrition, S C Cunnane, L U Thompson. AOCS Press, Champaign, IL 1995; 1–10 [Google Scholar]

Martinac, P (2018) What are the benefits of flaxseed  lignans?  WEB https://healthyeating.sfgate.com/benefits-flaxseed-lignans-8277.html

National Research Council. 1989. Nutrient Requirements of Horses. Washington D.C.: National Academy Press.

Ralston, S VMD, PhD, ACVN (1994) The effect of diet on acid-base status and mineral excretion in horses in the Journal of Equine Practice. Vol 16 No. 7. Dept of Animal Science, Rutgers University, New Brunswick, NJ 08903

Seitz, A  (2022) What to know about starch_Medically reviewed by Seitz, A - MS, RD, LDN, Nutrition — WEB https://www.medicalnewstoday.com/articles/what-is-starch#benefits

Sonali Joshi, Sagar Mandawgade, Vinam Mehta and Sadhana Sathaye (2008) Antiulcer Effect of Mammalian Lignan Precursors from Flaxseed, Pharmaceutical Biology, 46:5, 329-332, DOI: 10.1080/13880200801887732

Todd Fincher - From Sunland Park to Saudi Arabia

Article by Ken Snyder

Ask Todd Fincher how he got Senor Buscador from Remington Park to Riyadh and the $10 million dollar Saudi Cup winner’s purse, and you won’t get an answer; you’ll get a bunch of answers.

“There’s honesty. There’s hard work. Being able to evaluate horses and place them in the right spot. The feeding program. Your help. Not cutting corners. All that stuff.”

Got it, Todd. Now, what’s the formula for blending all of that? If it could be quantified and applied, we’d all be Thoroughbred trainers. Todd Fincher can’t tell you exactly how he arrived in the winner’s circle after the Saudi Cup. But there may be a reason why. 

“You celebrate in the winner’s circle and then you walk out of there. You have your mind on other things, other responsibilities.”

At the post-race press conference, it was obvious he really had left any whooping, hollering, and hugging back in the winner’s circle. Maybe he smiled once as jockey Junior Alvarado and owner Jerry Peacock fielded questions. There’s pre-occupation and then there’s Todd Fincher pre-occupation. His mind was already on “other things,” specifically Sunland Park in New Mexico and his string of 90 horses.

He “came back immediately” from Saudi Arabia, which might have meant a red-eye flight that night. He came to Saudi Arabia as he departed, with no days or hours wasted with idle time.  

“I didn’t go over until a couple of days before the race,” said Fincher. Instead, he sent assistant Oscar Rojero with Senor Buscador on the 13th of February for a race run on the 24th. Want to know about Saudi Arabia? Rojero, not Fincher, is your man. 

An assessment of Fincher as a classic “big fish in a small pond” is subject to re-examination only partially because of the Saudi Cup win. Last year he shipped Senor Buscador to Del Mar to win the Grade 2 San Diego Handicap and finished second with two other horses--Flying Connection and Bye Bye Bobby in graded stakes at Del Mar. All total, his horses hit the board in graded stakes in four out of six races in San Diego. It’s not hard to imagine Fincher duplicating the success he has achieved in New Mexico in racing’s big ponds—Keeneland, Santa Anita, Saratoga, Belmont. Add to that an eye-popping 24% career win rate.

Looking back at Del Mar he understates his success considerably. “That’s starting to compete at the top level. Not Bob Baffert yet, but, you know, with the few numbers we have of those type of horses, I think we’ve done pretty well.”

Take note of that word “yet.” Fincher has thoughts of setting up a division at Del Mar in the future and is venturing into Oaklawn this year with “a few. But not a full string,” he added. Yet...

“Big farms aren’t going to look my way because I’m in New Mexico and I understand that, but I will eventually, maybe this year, start running two separate barns,” He added that he will "keep New Mexico going.”

Fincher is a defender of New Mexico racing and pointed out the state has produced both a Kentucky Derby winner in 2009 (Mine that Bird) and a Kentucky Oaks winner in 2011 (Plum Pretty).

“We got a lot of people in New Mexico who are great horsemen. You can develop a horse through our stakes schedule with good purses.” 

If it’s a long way to Saudi Arabia from New Mexico, getting to Kentucky may be more manageable with more promising two-year-olds than ever in his barn.

“Last year when I broke babies, I had two Kentucky-breds. Two fillies and one colt.

“This year I had some people step up and fill my barn a little more. We broke fifteen yearlings this year that are Kentucky-breds or Louisiana-breds.

“It’s just very rare for me to get that many,” he added.

Roots in New Mexico run deep for the 52-year-old Fincher. His grandfather, Albert, was a trainer stabling at the old La Mesa Park in Raton, New Mexico as well as at Sunland. Albert’s son, Leroy—Todd’s father—also trained Quarterhorses and Thoroughbreds after a jockey career. As if that isn’t enough pedigree, Todd’s mom Leslie trained Quarterhorses and Thoroughbreds.

It is said that half of life is just showing up. Fincher has had only the other half to figure out. The major lesson he got from family was “Show up every day to work. That’s  basically what I derived from my family.

“I worked in the barn. We had jobs at the barn. I would do the water buckets and he would do the hay bags. We were in charge of holding horses for the baths and raking the shedrow. I’m talking from an early age—probably nine, ten years old.”

New Mexico racetracks were also a playground for the Fincher boys. “Your parents would be working, and you’d be running around the grandstands walking back to the barn screwing around and just running loose basically.”

“Play” also included putting down a bet or two at the betting windows with mutuel clerks who knew the Fincher boys. “I could barely reach up to the window. I‘d put my two dollars up there and bet at an early age. That was illegal, but back then everything was a little quieter. “

Fincher’s dream was to follow in the family bootsteps and become a jockey. The lanky, six-feet tall averaged a respectable 14% win rate before waving the white flag to weight after ten years of riding in 1997 and immediately hung up his own shingle the next year. Fincher never worked as an assistant but started with eight horses, the most expensive of which was $5,000.

Transitioning from jockeying to training might have been the equivalent of a family doctor performing brain surgery. “The one thing that really shocked me about training is how much I didn’t know.

“You’ve heard jockeys don’t make good trainers. That’s basically because they’re two completely different jobs.

“There’s a lot of jockeys that don’t know horses. They just learned how to ride a horse and that’s all,” he added.

He believes his time on the ground grooming as an adolescent and teenager for his dad taught him the importance of understanding a horse. When it came time to sit astride one and break from the gate, that experience was invaluable…to a point.

“I could get on a horse and tell you everything about it…evaluate the horse. 

“As a trainer watching, it was a brand new thing. It took a long time to be able to watch a horse and differentiate certain things about a horse—how good they looked when they were running, if they’re just average. Watching the horse move was the biggest challenge, I think.

“You learn from there, then the next year you get some more horses, and every year from then on. It’s grown, and we’re pointing for the quality and not the quantity. We kind of have both now.”

Fincher says 90% of his horses come to him as yearlings. “If I have somebody bugging me to claim horses, we will, but I really have no interest.

“You claim a horse, odds are you pay twenty-thousand dollars, and you got a twenty-thousand dollar horse.

“We’re looking for the home runs to develop a horse into a classic-type horse or stakes winner—the top level.”

Mission accomplished. They don’t get any more top level than Senor Buscador and the Saudi Cup and Fincher knew it.

He was confident the horse could beat the best in the world if he got an honest pace.

“As far back as he gets, he can get himself in a lot of trouble,” said Fincher. True to form, Buscador was far behind the field by as many as six lengths, loping along next to Japanese starter Ushba Tesoro. Entering the stretch, Senor Buscador fell in behind the Japanese entry then popped out from behind him to the outside. Again, true to form, he spotted Ushba Tesoro as much as three lengths in the stretch before cruising by ten horses, including his Japanese runner by a nose at the wire.  

“I think he just lets them get after it first and enjoys running by horses. That’s exactly what it is. He’s got enough speed. He can go to the front if he wanted but he refuses.”

For Fincher, with his total focus, it’s not hard to believe that “validation and vindication” for Senor Buscador meant more than the purse. “Everybody talks about the purse, which is outstanding. For him to beat the best horses in the world was much, much greater for me than the value of the race.

“I’ve been making excuses for this guy for a long time knowing how good he is.”

Adapting to the horse rather than the other way around might have been still another  additional factor in the win. “If I really tried, I guess I could probably change his running style, but I think it would be detrimental to him.

“The ability is there, and I think he’s the best horse. I don’t question that.”

Fincher’s abilities as a trainer sort of mirror Senor Buscador’s performance in the Saudi Cup. All the horse needed was a clean trip. All that Fincher needs is the opportunities. Racing has probably not seen the last of him at center stage like the winner’s circle at King Abdulaziz Racecourse, but you’ll have to hurry to catch him before he’s gone. 

Other things. Other responsibilities.

Todd Fincher would amend lyrics to an old song from the 1950’s movie Cinderella "A Dream Is a Wish Your Heart Makes" to “A Dream is a Wish your Hands and Feet Make.”

The dots don’t connect between Sunland Park and Ruidoso Downs in New Mexico and King Abdulaziz Racecourse in Saudi Arabia and Meydan Racecourse in Dubai…unless you’re Todd Fincher. 

A win in the $20 million Saudi Cup with Senor Buscador and a third place showing in the Dubai World Cup (earning a mere $1.2 million) are dreams most trainers wouldn’t ever entertain. 

For those who know him any length of time, it is no surprise to hear him say on reaching the highest of heights in racing, “I’ve always been planning on it and hoped to get there. Those are goals that I set. I hope we can reach some more goals pretty soon.”

Gulp.

At first you might not take him seriously until you consider that, well, he did it once, and yes, he did it based in Sunland Park, New Mexico.

Asked what he did after Saudi Arabia and Dubai, the laconic cowboy simply said, “Came home and went back to work. That’s what we do. Go to work every day.”

And make dreams come true.

The Principles of Genetic Research and its Impact on the Thoroughbred Racing World

Article by Holly Robilliard and Cassie Fraser

GMO Thoroughbreds? Superhorses created in the lab? Is genetic doping a real “thing”? It’s time for a reality check and a good, hard look at what’s real, or even possible, and how it can hurt or help the Thoroughbred industry.

Breeders, trainers, and owners continually seek a competitive edge, striving to produce horses with the speed, stamina, and resilience needed to succeed on the racetrack. Concurrently, there is increasing pressure and responsibility to minimize animal discomfort, injury, and death in a public forum. Therefore we must carefully examine and balance all the tools at our disposal before determining which ones to use and how.  

Interestingly, there is a growing technology that may be of more notable controversy than even horse racing: The power of genetics. Perhaps the greatest power man has ever wielded, genetics has sparked numerous debates over the good and evil it can bring. As with most new things, there is a significant fear of the unknown, so how do we even begin to understand it? In short: research, homework, and fact-finding. Let’s look at what is fact, scientifically known, and possible today, and then consider what may be possible in the future. 

Genetic Influences on Equine Performance

DNA, often called the “blueprint of life,” holds the key to a horse’s inheritance and development, from its physical prowess, size, and speed, to temperament and abilities. By studying their genetics, we can unravel the intricate code that dictates the pre-existing traits and characteristics of these powerful athletes. This information can then be utilized in our breeding and performance programs to improve suitability and success, all while upholding ethical standards and preserving the integrity of the sport.

The general rule for Mendelian traits is that a foal inherits one allele from each parent for a given gene. If the inherited alleles are the same, the horse is called homozygous for that gene. If they are different, they are heterozygous. As heterozygosity goes up, genetic diversity is increased, resulting in more variation in the genetic content. This results in a greater adaptability to environmental stressors and change, leading to a more robust animal and population. With equine genetics, we tend to focus on three kinds of genes: Causatives - genes/variants that directly cause a trait or condition, Correlatives - genes/variants that appear alongside, or in common, with a trait or condition, and Risks - genes/variants that increase their likelihood/risk of acquiring that trait or condition. 

A Thoroughbred study by Momozawa et al. found an association between the dopamine d4 receptor (DRD4) gene and a measure of temperament. In the study, “curiosity”, defined as, “an interest in novel objects and a willingness to approach them”, was prevalent in horses with a particular gene variant. Horses preferring to observe carefully, from a distance, were of the opposite variant type, named “vigilance”. Although further research is required, it is not unreasonable to consider that temperament affects a horse's ability to learn, break from the gate, or handle the pressure of large crowds on race day.

Another performance trait, perhaps of more notable interest to Thoroughbred enthusiasts is the “speed” gene, myostatin (MSTN). This insertion results in increased muscle growth in horses and other mammals. Genetically, horses can have two copies of the “Sprint” variant, two copies of the “Endurance” variant, or one copy of each, “Sprint/Endurance.” Thoroughbreds homozygous for the Sprint variant tend to excel earlier in age, at shorter distances (8 furlongs or less) with quick bursts of speed. Horses homozygous for Endurance excel later, and at longer distances (9 furlongs or more). However, heterozygous horses won at all distances, having both quick bursts of speed  and endurance capabilities (Fig 1).

Using genome-wide association studies (GWAS), scientists can analyze equine DNA and identify specific genes associated with various health and performance traits. This research holds immense promise, pinpointing genes responsible for desirable traits like speed, temperament, gait, size, and overall health. So how can we use it to produce horses with optimized genetic profiles for racing, while minimizing risk and injury? The answer lies within our breeding programs.

Breeding & Buying Optimized With Genetics

For generations, breeders have been making selections for observed traits, such as pedigree, racing history, prior offspring performance, and conformation. Additionally, “Nicking,” the strategic crossing of certain lines with an observed affinity for one another, is another well-known method used to make breeding decisions. These techniques may be successful, as the chosen bloodlines possess underlying genetic traits that express and complement one another. Given science today, the next evolutionary step in this process is to genetically test and confirm the desired traits are present and will be passed on in the most advantageous combinations.

Inbreeding (having drastically reduced genetic diversity) poses a significant challenge within the Thoroughbred racing industry due to the closed nature of the studbook. Science shows that a 10% increase in inbreeding reduces a horse’s likelihood of successful racing by 7%. Essentially, higher genomic inbreeding correlates with poorer performance. Traditionally, we have relied on pedigree and conformation to make mating decisions. Today, using actual genetics, we can calculate accurate genomic inbreeding and work toward decreasing it. On paper, two mares (full siblings) would appear to have the same inbreeding value. In reality, they can differ greatly, and if bred to the same stallion, may produce foals with drastically higher, or lower, genomic inbreeding values.

Using myostatin again, let’s look at a stallion that, by conformation and pedigree, appears to be the perfect match for your mare. Genetically, the mare is Sprint/Endurance and the stallion is Sprint/Sprint. This would result in a foal who is 50% likely to be Sprint/Endurance and 50% likely to be Sprint/Sprint. Now, if you breed that same mare with a stallion who has, at a minimum, one copy of endurance, the foal would still have a 25% chance of being Sprint/Sprint. However, it would also have a 50% chance of being Sprint/Endurance, and a 25% likelihood of being Endurance/Endurance, giving it longer-distance capabilities.

Beyond discovering performance-related traits, genetic research plays a vital role in promoting the overall health and sustainability of the breed. Health and soundness risks, such as Recurrent Laryngeal Neuropathy (RLN), or “roaring”, Kissing Spines, and Tendinopathy are being actively developed as genetically testable variants. Some of these traits can limit a Thoroughbred's pre- or post-racing career. Other predispositions, like Chronic Idiopathic Anhidrosis (CIA), or “non-sweater,” or Fracture Risk, can be life-ending if they go undetected. 

Through the use of genetic testing and associated technologies, breeders can “Build-A-Horse” to their specifications by crossing specific sires and dams using confirmed, heritable genetics, that create that optimal foal. By making breeding decisions based on math and science, we can reduce the presence of undesirable health traits in our programs.

As more Thoroughbred owners utilize genetics, collaborating researchers will continue identifying areas of strength and vulnerability in health and performance. This knowledge empowers breeders and buyers to make informed decisions that preserve genetic diversity and ensure the long-term strength of Thoroughbred bloodlines. Given the considerable investment of both resources and effort involved in the production and training of horses destined for the track, decreasing risk and increasing financial management is paramount. Remarkably, the cost of utilizing genetic testing to ascertain a horse’s optimal race distance is less than one week's feed, and can ultimately save owners and breeders both time and money.

Navigating Ethical Considerations

As genetic research becomes increasingly integrated into the Thoroughbred racing industry, it’s wise to approach this technology with foresight instead of fear. Whilst it offers unprecedented opportunities for improvement and advancement, this research also carries the potential for unintended consequences and ethical dilemmas that must be carefully navigated. 

The topic of cloning has been hotly debated in the last decade. The first reaction appears to be to “ban” it in certain registries and competitions. Interestingly, the fears stoked by this technology have not materialized into truth for a seemingly simple reason: You can replicate the genetic code of an animal, but it’s another thing entirely to replicate the uterine environment, the training, feeding, life experiences, and competition circumstances.

Another recent concern within the industry is the concept of “gene doping” to create superhorses, which involves artificially modifying an athlete's genes to enhance their performance. For example, the myostatin gene may become the target of genome editing in horses, as it alters the amount and composition of muscle fiber types. Although there are no known foals born, to date, with genetically altered myostatin, could it happen? Maybe. Would the effect be instant in something like myostatin? No. Why? Because that’s not how it works! A live animal has a fully formed physical plan in place, especially for things such as muscle, tendons, and bone. Today’s most advanced gene therapies tend to be extremely targeted regions, take months to years to work, and are extraordinarily expensive. 

Assuming it’s possible to change the myostatin disposition of a horse, could we detect that it was manipulated? The answer, according to multiple experts, is a very strong, “maybe”. Technique and timing would matter as would the simple question of, “Could this foal’s parents have passed on this genotype?” As technology advances and provides the opportunity for a competitive edge, it’s safe to say that someone will try it. What then? The answer may just come down to numbers, like everything else on the track.

So, with all of this knowledge, can someone choose a bunch of genetic traits and create a Superhorse? Although you hear about it every day, complex genetic editing is just in its infancy. It is possible to change a gene or variant within an embryo- We’ve been doing it for decades already. So why not a Superhorse? Well…consider the following:

1. It’s not easy to insert a single correct genetic edit that results in a living animal. 

2. It takes a large number of iterations and time for that one change.

3. The process can be super expensive. Multiply this by many dollars and much more time for every additional genetic change you wish to add.

4. Once you’ve produced genetic change, now you have to wait years to see the foal perform at which point your choice of changes may no longer be the winning combination!

Although we are likely years away from this being a feasible, let alone common, issue, we need to take steps now to understand genetics and devise a reasonable path forward. Preventing the misuse of gene editing could be as simple as creating a standardized genetic testing requirement via hair sample in addition to the standard parentage verification. This initial hair sample would serve as a genetic baseline, offering a comparison for those taken at a later date when genetic modifications are suspected. 

By adhering to rigorous standards of ethical conduct, transparency, and accountability, we can harness the full potential of genetic research while safeguarding the welfare and integrity of Thoroughbred racing.

Conclusion

Genetic research and testing represent a game-changing advancement for the Thoroughbred racing industry. It is a powerful tool for enhancing the quality, health, and performance of racehorses- all of which are required to maintain the sport's integrity. As we increase our understanding of equine genetics and discover new traits applicable to the Thoroughbred, we can produce healthier, more competitive horses, while reducing the historical struggles of inbreeding and breakdown. Although we must be careful to adhere to the ethical code set forth within the industry, by utilizing genetics to build the next generation of improved thoroughbreds, we can take ownership of the technology and usher in a new era of excellence and innovation within the sport.

Sources

Hill, E. W., Stoffel, M. A., McGivney, B. A., MacHugh, D. E., & Pemberton, J. M. (2022). Inbreeding depression and the probability of racing in the Thoroughbred horse. Proceedings of the Royal Society B, 289(1977). https://doi.org/10.1098/rspb.2022.0487.

Momozawa, Y., Takeuchi, Y., Kusunose, R., Kikusui, T., & Mori, Y. (2005). Association between equine temperament and polymorphisms in dopamine D4 receptor gene. Mammalian genome, 16, 538-544. https://doi.org/10.1007/s00335-005-0021-3

Rooney, M. F., Hill, E. W., Kelly, V. P., & Porter, R. K. (2018). The “speed gene” effect of myostatin arises in Thoroughbred horses due to a promoter proximal SINE insertion. PLoS One, 13(10). https://doi.org/10.1371/journal.pone.0205664 

Tozaki, T., Ohnuma, A., Nakamura, K., Hano, K., Takasu, M., Takahashi, Y., ... & Nagata, S. I. (2022). Detection of indiscriminate genetic manipulation in Thoroughbred racehorses by targeted resequencing for gene-doping control. Genes, 13(9), 1589. https://doi.org/10.3390/genes13091589

Bloodstock Briefing - examining the sire lines which are no longer popular and asking what has caused their demise?

Article by Jordin Rosser

The first breeders of the modern-day thoroughbred had imported 197 Middle Eastern stallions to breed to their English mares in the 17th and 18th centuries, but only three of those stallions’ sire lines are present today – the Darley Arabian, Godolphin Arabian and Byerley Turk (1). Of these three foundational sire lines, the Darley Arabian has dominated the bloodstock industry, with both the Godolphin Arabian and Byerley Turk sire lines having dwindled in number. Even with the abundance of the Darley Arabian line, there are branches in this foundational sire’s line which have been lost or are endangered.

To discover why these sire lines are disappearing, we must look at the thoroughbred breed on a global stage. We have gathered pedigree analysts and breeders from Europe, United States, and Australia to examine the less popular sire lines and what factors caused their demise. Suzi Prichard-Jones (the author of Byerley, The Thoroughbred’s Ticking Time Bomb and founder of The Byerley Turk & Godolphin Arabian Conservation Project) and Alan Porter (a pedigree analyst for Pedigree Consultants LLC and co-creator of TrueNicks) are pedigree experts from Ireland/United States and United States, respectively. John Messara (the founder and owner of Arrowfield Stud in NSW, Australia), David O’Farrell (the operations manager of Ocala Stud in Florida, USA), and Kirsten Rausing (the owner and operator of Lanwades Stud in Newmarket, England) are breeders whose high profile, highly successful, stud farms are shaping the landscape of the thoroughbred breed. 

Q: Why do you believe the Godolphin Arabian and Byerley Turk sire lines have become less prevalent? 

The pedigree analyst panelists weighed in with a history of these three foundational sires, explaining how the first champion progeny sires, born in the mid-1700s, are a coordinated blend: Herod (Byerley Turk sire line – Darley Arabian mare), Matchem (Godolphin Arabian sire line – Byerley Turk mare), and Eclipse (Darley Arabian sire line – Godolphin Arabian mare). 

These champion sire lines dominated the breed utterly until the 20th century.  The beginning of the fall of the Godolphin Arabian line in America, most recognizable as the Man O’ War line, occurred around World War II when a tremendous number of horses were being imported from Europe. 

Alan Porter mentions, “at that point, European horses were just better – dirt, turf, any surface. They swept aside the North American sire lines”. Furthermore, Porter mentions “for a 36-year period (from 1939 – 1974), with the exception of 5 times, a European stallion or son of a European stallion was the leading sire in America”- giving scale to the domination of the European imports in American pedigrees. 

During this period, Northern Dancer dominated the global bloodstock due to the mixture of American pedigree and European (specifically Darley Arabian) sire lines. Suzi Prichard-Jones believes the Byerley Turk and Godolphin Arabian lines dwindled for a different reason: Temperament. The Byerley Turk horses are very intelligent and high-spirited where the Godolphin Arabian horses are tough, hardy, and determined. These characteristics, Prichard-Jones explains, require a lot of time and patience which often leads to gelding the colts, thereby ending their chance to continue the sire line. 

Q: Given the dominance of some Darley Arabian sire lines over others and the shrinking of the Godolphin Arabian and Byerley Turk sire lines, what impacts on the breed do you expect if these sire lines disappear? 

One of the pedigree analyst panelists, Suzi Prichard-Jones, spoke extensively on this topic. She theorizes the Thoroughbred breed’s success relies on the “balance” between the three foundational sire lines. Due to at least one other foundational sire line being found within the first six generations of every modern Thoroughbred, she believes the traits of the Godolphin Arabian and Byerley Turk are maintaining the breed to be “fit for purpose”. 

Prichard-Jones speculates if these two sire lines disappear, Thoroughbreds will be “fast but heartless horses” due to the spirit, temperament, toughness, and hard-headedness characteristics the two sire lines bring. However, we truly do not know what impacts the narrowing sire lines will have as there has been insufficient genetic research available to produce future breed projections. 

Q: Does the bloodstock industry place more importance on results in the sales ring or results on the racetrack – particularly involving selection of sires or predicting future success of sires? 

Many panelists agreed: most of the market will select only sires whose progeny there will be a market for. Alan Porter mentions, “other than a few very high net worth individuals, a higher proportion of breeders, particularly in the US, are breeding with the expectation of selling” – dictating the change in the bloodstock industry from mostly “breed to race” operations to breeders providing a sustainable sales model. 

The panelists concur that the market believes when selecting stallions for breeding mares, the stallion’s own results on the racetrack matter first, then the narrative changes to the sire’s progeny performance after the first few crops. 

John Messara follows this approach and states he “is more interested in athletic performance and believes results in the sales ring will follow racetrack success”. He also mentions that Japan’s current model of breeding, by breeding the high performers with other high performers, has brought significant success on the track across the globe – giving much credibility to their methodology. 

However, there are also instances of the opposite, as there are a few examples where “stallions can give progeny better than themselves”, as mentioned by Kirsten Rausing, in reference to stallions such as Danzig, who raced only 3 times in his career and is a sire of champions.  This phenomenon is rare however, as the success rate of Danzig’s progeny provide a counterpoint to the conventional wisdom.

Q: How do we attempt to preserve unpopular sire lines or prevent narrowing the genetic pool of the breed? 

Fortunately, there are a few tactics to help: global shutting of stallions and importing stallions to allow for outcrossing. Outcrossing, a practice that brings in “new blood” to the region’s bloodstock, typically crosses stallions who are progeny of successful stallions in other geographical regions and/or stallions that do not have any inbreeding within four generations with a chosen mare. 

David O’Farrell of Ocala Stud says he is “a big believer of the outcross and not afraid to breed to certain sire lines that may not be as fashionable”. Ocala Stud is known for having stallions intended for outcrossing to local mares – many of their success stories include Girvin, Kantharos and the up-and-coming Win Win Win. Similarly, Kirsten Rausing’s Lanwades Stud has had success in “offering breeders and broodmare owners something outside of the ordinary” and a stallion who will “complement the mare population of Europe” including their current stallions Study of Man and Bobby’s Kitten. 

Over the years, the industry has seen how the importing of stallions has strengthened the breed to perform well on the racetrack and in modern times, particularly in Australia and Europe, the practice of shuttling of stallions is proving to have similar results. 

Through all these discussions, some panelists mentioned a glimmer of hope for the Byerley Turk, Godolphin Arabian and endangered Darley Arabian sire lines. There are multiple examples of sire lines coming back from the brink of extinction – a few favorites from the panelists include Fappiano’s Cryptoclearance line reemerging with Candy Ride (ARG), Nasrullah’s Caro line resurging with Uncle Mo, and the most successful story: Storm Bird’s Storm Cat line with 5-time American leading general sire Into Mischief. Each of these resurgences occurred after the use of the outcross technique, leading to future successful stallions and breathing new life into their sire lines. 

Prichard-Jones, Suzi. “The Thoroughbred’s Genetic Cocktail”. Chart. Suzi Prichard-Jones: The Byerley Turk & Godolphin Arabian Conservation Project. Suzi Prichard-Jones, 2021. https://suziprichard-jones.com/the-byerley-turk-godolphin-conservation-project/, 04/01/2024.

Changing Paths: How the Road to the Kentucky Derby Has Changed the Path to the Triple Crown

Article by Jennifer Kelly

The Triple Crown has evolved into more than three historic stakes races; indeed, it dominates the first half of the racing calendar, driving the complexion of the three-year-old division and influencing both owners’ and trainers’ goals for their horses. The first of the three, the Kentucky Derby, has become the stuff of dreams, inspiring many owners of a young Thoroughbred to pursue their own piece of history. Preparing a horse for the first Saturday in May has taken on a new dimension with the addition of the Road to the Kentucky Derby points system. 

How much has this new priority affected trainers’ plans for their Triple Crown hopefuls? While trainers remained focused on preparing their horses to peak in late spring, how they get there has changed in the decades between the first eleven Triple Crowns and the 21st century’s two winners, a change that is both a result of and an influence on the approach to the Derby prep season. 

Path to the Crown

Preparing for a Triple Crown campaign over the last century has been as individual a pursuit as the horses themselves with the approach falling into a pattern in the later decades. Sir Barton went into the 1919 Kentucky Derby a maiden with no starts before his trip to Churchill Downs, a strategic move on trainer H.G. Bedwell’s part: the Derby had maiden allowance conditions at the time, which meant that the son of Star Shoot went to the starting line carrying twelve pounds less than favorites Eternal and Billy Kelly. 

Gallant Fox had only the Wood Memorial ahead of the Preakness Stakes, which came first in 1930. Counting that classic, the Fox had two races prior to his turn at Churchill Downs. His son Omaha was similarly tested in 1935; he opened his season with a win in a one-mile, 70-yard allowance before finishing third in the Wood Memorial at the same distance. War Admiral started 1937 with wins in a six-furlong allowance and then the 1 1/16-mile Chesapeake Stakes before heading to Louisville. 

The four Triple Crown winners of the 1940s were war horses not just because of the international context of that decade, but also because of their preparations for the triad of races. Whirlaway raced seven times at distances from 5½-furlong sprints to 1⅛-mile tests between early February and the first Saturday in May and all were in-the-money finishes as Ben Jones struggled to find a solution for the colt’s tendency to bear out on the far turn. Count Fleet echoed Omaha with his two starts in an allowance and the Wood Memorial, winning both. Assault started his path to Derby with three starts, a six-furlong sprint, the 1 1/16-mile Wood Memorial, and then the one-mile Derby Trial two days before the big race. Citation raced eight times in early 1948, finishing second only once, before his Kentucky Derby, starting with a six-furlong sprint in early February and stretching out to 1 1/8 miles twice. 

Secretariat’s path to Louisville went through a trio of races in New York, progressively lengthening the distance from seven furlongs in the Bay Shore to 1⅛ miles in the Wood Memorial. Seattle Slew had a similar preparation in 1977, stretching out from a sprint to nine furlongs, while Affirmed started four times, starting with a win in a 6½-furlong allowance, in California before coming west for his 1978 Triple Crown run. 

Keeneland Library Morgan Collection - War Admiral with C. Kurtsinger after winning Preakness Stakes 05.15.1937

Most of the first eleven winners prepared with races increasing in length as the first Saturday in May grew closer. While the number of races to get there varied by horse, that philosophy remained mostly unchanged, though now the need for points puts a heavier influence on the choice of prep races for potential Triple Crown horses. 

A New Approach 

Prior to 2013, the conditions for entry into the Kentucky Derby evolved from paying the entry fees to using criteria like graded stakes earnings to rank potential starters ahead of the first Saturday in May. The oversized 23-horse field in 1974 made it clear that the field size for the first Triple Crown classic needed to be capped. The following year, Churchill Downs limited the field to 20 horses with career earnings as the criteria for qualification. Contrast this with the Preakness and the Belmont Stakes, which both have 14-horse limits. 

As 20-horse fields became more common in the 1980s and onward, Churchill Downs had to change their metric from career earnings to stakes earnings to graded stakes earnings. The points system evolved as a fairer solution to the problem of qualifying for the Derby starting gate. In 2024, the Road to the Kentucky Derby series offered 37 races with points ranging from 1 point for fourth place in an early prep to 100 points for the top tier qualifiers like the Santa Anita Derby, the Wood Memorial, and the Bluegrass Stakes. In addition to the traditional American prep races, Churchill Downs has added both European and Japanese Roads to the Kentucky Derby in an effort to make the race more global. 

Since the introduction of the points system in 2013, the number of races for North American horses has remained relatively the same, with the inaugural season counting 36 races and the 2024 edition with 37. To make the Derby more appealing internationally, Churchill Downs added the Japanese series in 2017 and the European in 2018. The series starts with 13 two-year-old races, ranging from one mile to 1 1/8 miles, and then picks up steam in mid-January with the Lecomte at Fair Grounds and ends with the Lexington at Keeneland in mid-April. The same-year series starts with one-mile races and expands to multiple 1 1/8-mile tests, with the Louisiana Derby clocking in as the longest at 1 3/16 miles. 

With that in mind, how has this shift from graded stakes earnings to points changed how a trainer approaches conditioning their charges for the five-week Triple Crown season? 

Now and Then

Hall of Fame trainer Todd Pletcher is no stranger to the Triple Crown season. Since 2000, he has started 64 horses in the Kentucky Derby with two wins, Super Saver in 2010 and Always Dreaming in 2017, and four Belmont Stakes to his credit, including Rags to Riches, the last filly to win the historic stakes. 

Looking back at his first Derby winner, the path to Louisville with Super Saver “was sort of an interesting one because we really got behind schedule. After the Tampa Bay Derby, he got sick, which ended up pushing us back a week, and we ended up landing on the Arkansas Derby as his final prep, when generally we would have preferred to have four or five weeks from our final prep to the Derby itself. Seemed like the horse had the best month of his life during those three weeks leading up to the Derby.” Getting the WinStar colt enough graded stakes earnings to qualify for the first Triple Crown classic worked out with his placings in the Tampa Bay and Arkansas Derbies in addition to his win in the Grade 2 Kentucky Jockey Club Stakes the previous season. 

In 2017, though, the road to Louisville required collecting enough points to get into the gate. Always Dreaming started his three-year-old season with a win in a maiden special weight and then Pletcher and the colt’s partnership had to make a decision. “The real conversation that we had to have was whether or not we ran in the Fountain of Youth or if we ran in the allowance race the day of the Fountain of Youth. The horse was training exceptionally well, we were very confident that we were on the path to the Derby, and that we had a legitimate derby contender. But in order to make the decision to run in the allowance race, we had to have everyone on board to say that they were willing to roll the dice on one prep race.”

To earn his points, Always Dreaming then had to win the Florida Derby, his lone stakes before the Derby, where “if we didn't finish in the top two, or even if we finished second, it wasn't guaranteed that we would get in based on points,” Pletcher remembered. “Everyone was comfortable with that decision. Everyone wanted to bring him along that way. In this case, we decided to go with that plan and take a shot with one prep race.” The Bodemeister colt won his lone prep and earned 100 points, which guaranteed his place in the Derby starting gate. 

Nick Zito won his two Kentucky Derbies in the 1990s, when graded stakes earnings were the standard for qualification, which meant that juvenile stakes wins counted more than they do today. “Go for Gin won the Remsen as a two-year-old and then came back in the Fountain of Youth and in the Florida Derby, and then he was second in the Wood. So he had already qualified,” he remembered, “Basically, today, with the point system, they're just trying to get as many points as they can because they know there are a lot of horses that are trying to get to the Derby.”

Now, the Hall of Famer sees the Kentucky Derby as “more of an event. I remember Carl Nafzger’s ‘I love you, Mrs. Genter.’ […] And then, of course, Lukas and Baffert keeping this thing up. A lot of people just wanted to be in the Derby after that.” The increasing cachet of having a horse in the Derby has driven more owners to chase the points necessary to be in the Top 20 by the first week of May. 

If a trainer has a Triple Crown contender in the barn, then the point system changes how they map out the horse’s early starts in pursuit of points. “I think what they're doing is, at two they're trying to break the maiden. Then when they get to three, if they haven't broken their maiden at two, [they] go longer […] to try to break the maiden. And after they break the maiden, a lot of them go right into a stakes,” Zito observed. “My theory is they get the calendar out, they see the Jeff Ruby, or they see the Rebel, or they see this race, or that race, or this race, or Gotham, I better go there because I got to get some points.”

The Road to the Kentucky Derby may have influenced some changes to trainers’ strategies for their hopefuls, but it also has mirrored the trend toward racing less often in order to optimize a horse’s performance. The points distribution plays into that strategy, prioritizing the traditional preps in late spring.

Changing Strategies 

All of the races in the points system are a mile or longer, which favors horses stretching out earlier than they may have previously, making shorter races, even stakes, less of a target. “The point system has, I'm not going to say eliminated, but to a large part, greatly decreased trainers running horses in, let's say, the Swale,” Pletcher observed. “Traditionally, a lot of guys would do that and then go to the Fountain of Youth and Florida Derby and kind of take that gradual route of stretching out. And that's just not the way a lot of people are training. They're going to go straight to a long race, and long races have points.”

“Now most of them concentrate on the bigger races. If they don't have the points to begin with, they're going to have to run in a place where they could qualify,” Zito pointed out. “If you run first or second in one of those, chances are you might get in over horses that have accumulated points during the year. So, basically, it'll come down to those last three days, sometimes.”

This emphasis on points rather than earnings has eliminated the chance for early graded stakes winners and stakes-winning sprinters to get into the gate on the first Saturday in May. Even if those early winners did not train on at three, they still had earned a chance to try the Kentucky Derby; similarly, sprinters could set or stalk a fast pace early in the race, setting the stage for closers to make their run for glory in the stretch. The points system instead favors classic distance horses, especially those who can win at eight furlongs or longer early in their three-year-old seasons. With the higher point value preps in late spring, the system minimizes what a horse does in their juvenile season, which means that trainers face a new challenge: how to season a Triple Crown hopeful enough to handle the dynamics of a 20-horse field over ten furlongs while also having them in peak condition for that distance. 

Pletcher also pointed out “the other biggest impact is on fillies. A filly would have to step out and run against colts in a final prep in order to earn enough points,” as Secret Oath did in 2022, but only after she had accrued enough points toward a place in the Kentucky Oaks. Swiss Skydiver also stepped outside of her division to run second in the pandemic-delayed 2020 Bluegrass Stakes, which gave her enough points to qualify for the Derby starting gate. In the end, both fillies deferred that opportunity and ran in the Kentucky Oaks, leaving Devil May Care as the last filly to contest the Derby, finishing 10th in 2010, three years before the points system was instituted. 

Another trend over the five years has been the decreasing number of Derby starters contesting the Preakness. Other than Super Saver and Always Dreaming, Pletcher has “historically skipped the Preakness with a lot of our Derby contenders, and I think that's a good example of trainer management that's evolved over the years. And taking those horses and giving them five weeks in between the Kentucky Derby and the Belmont is part of the reason why we've had a lot of success” in that final Triple Crown classic. 

Zito followed a similar path with his most recent Belmont Stakes winners. “We ran Birdstone, one of the most memorable Belmonts ever, beating Smarty Jones. But he ran in the Derby; he didn't run in the Preakness,” the Hall of Famer observed. With Da’Tara, “he never ran in the Derby, and then he won the Belmont and stopped Big Brown.” His most recent Triple Crown starter, Frammento in 2015, earned his spot in the Kentucky Derby through in-the-money finishes in the Fountain of Youth and the Bluegrass Stakes. After finishing 11th behind American Pharoah, Zito opted to skip the Preakness and instead sent Frammento to the Belmont, where he finished 5th behind the Triple Crown winner. 

The Road to the Kentucky Derby is in its twelfth year, the number of horses going from Louisville to Baltimore remaining steady, with an average of four horses making the trip, until 2023, when only Kentucky Derby winner Mage tried the Preakness Stakes. So far, the decreasing number of horses returning for the Preakness may be attributed more to the trend of spacing races out rather than the effects of pursuing points, a phenomenon which has prompted discussion about expanding the gaps between the Triple Crown classics. As of 2024, any changes to the classic calendar remain an ongoing debate without an immediate resolution. 

The sport has seen two Triple Crown winners since Churchill Downs introduced the Road to the Kentucky Derby points system. Those two champions plus I’ll Have Another and California Chrome were the only horses to win two or more classics in the 2010s; in the century since Sir Barton, that number echoes most decades except the 1920s and the 1950s. So far, the 2020s have not seen any horse win more than one classic, but the question of what is behind trainers’ changing approaches to the Triple Crown season will require more time to answer.   

Electroarthrography to Predict Cartilage Quality

Article by Jackie Zions interviewing Dr. Adele Changoor and Dr. Judith Koenig

Researchers from the Ontario Veterinary College (OVC) and University of Toronto are developing a novel method to measure the quality of cartilage in horses using electroarthrography (EAG). EAG is a non-invasive technique that uses electrodes attached to the skin around a joint to detect electrical signals produced by the cartilage when it is loaded.

Dr. Adele Changoor, from the University of Toronto and Lunenfeld Tanenbaum Research Institute, and Ontario Veterinary College researcher Dr. Judith Koenig from the department of Clinical Studies, explain how EAG works and why it may become very useful for predicting cartilage quality and diagnosing osteoarthritis and other degenerative joints diseases in horses.

EAG is analogous to electrocardiography (ECG), which measures the electrical activity of the heart. Cartilage produces electrical signals during loading and these signals reflect its biomechanical properties, such as stiffness and permeability. 

“By measuring EAG signals, we can get an idea of how healthy the cartilage is,” said Changoor.

Healthy cartilage ensures joints can move without pain and has an important role preventing wear and tear on bone.  

Currently, there are no readily available tools to assess cartilage quality in horses with the exception of diagnostic arthroscopy – a minimal invasive surgery – under general anesthesia. X-rays and ultrasound are not sensitive enough to detect cartilage changes, and magnetic resonance imaging (MRI) is expensive, requires anesthesia and is often difficult to access. EAG offers a potential alternative that is fast, easy, and affordable.

“EAG is a promising tool for detecting cartilage damage early allowing intervention with treatments that can slow down or prevent further deterioration of the joint,” says Koenig “EAG could also help us monitor the effectiveness of treatments over time.”

EAG measurements were collected at the same time as the center of pressure (COP), which measures the distribution of force under the horse’s hoof when it stands or walks. 

“EAG is really tied directly to cartilage biomechanical properties,” says Changoor.   “We also needed to know about the joint biomechanics in order to interpret EAG properly.”  A custom, portable, force mat was developed by Dr. Changoor’s graduate students that included an array of force sensors to place under the horse’s hoof when measuring EAG. 

“Then we can measure how much compressive force or ground reaction force is being exerted on that joint” said Changoor.  “COP, is where the ground reaction force is acting.  The ground reaction force gives us the total load on the joint.  COP lets us figure out where on the hoof or where on the joint surface force is being concentrated.”

COP provides information about the joint biomechanics and the horse’s balance and stability.  EAG and COP testing were combined to get a comprehensive picture of the joint health and function in horses with osteoarthritis.  Results were compared with MRI imaging and it was found that EAG and COP testing correlated well with MRI and could detect differences in cartilage quality between healthy and osteoarthritic joints.

In the 2023 study involving horses with osteoarthritis in the fetlock joint; the horses were treated with MSCs to decrease inflammation and stimulate tissue healing. The researchers measured EAG, COP, and MRI before and after the treatment to evaluate its impact on cartilage quality.

“We observed that MSCs improved cartilage quality in some horses and EAG and COP testing were able to capture these changes and show the responses to treatment. This suggests that EAG and COP testing could be useful for selecting treatment options for the horse,” says Dr. Koenig.  “One of the biggest advantages of EAG is that it seems to correspond with our arthroscopic findings. It can perhaps evaluate the quality of the cartilage or cartilage defects, which we are at the moment only able to evaluate with arthroscopy.”

The researchers plan to conduct further studies in order to validate and refine EAG and COP testing for predicting cartilage quality in equines. They hope that these techniques will become widely available and accessible for veterinarians and horse owners in the future.

“This is an exciting and innovative research project that has the potential to improve the diagnosis and early management of osteoarthritis in horses,” says Dr. Koenig  “Osteoarthritis is a major health and welfare issue for horses and their owners, and we need better tools to detect it early and treat it. EAG and COP testing could provide a simple, affordable, and accurate way to assess cartilage quality and joint function in horses.”

Many thanks go to the graduate students who worked tirelessly on the EAG study:  Peter Suderman, PhD Candidate in the Department of Materials Science & Engineering at U of T, Jaylon Pascual, undergraduate co-op student finishing her fourth year in the Biomedical Engineering program at U of G, Dr Rodrigo Munevar Luque, Equine Sports Medicine Resident at OVC and PhD Candidate Biomedical Sciences  at U of G, Undergraduate Research Assistants in Clinical Studies Ashley Nixon, DVM 25 (OVC) , Pjotr Roest DVM 26 (OVC), and in Biomedical Sciences Axel Koenig Parris HBA 25 (Ivey School of Business, Western University) and Rebecca Mullin BSc OVC 25.

The study was funded by the Equine Guelph Research Fund and the Natural Sciences and Engineering Research Council of Canada (NSERC). 

It’s All About the Data: How Digital Tools Factor into a Trainer’s Work

Article by Jennifer Kelly

The tools for training horses have changed in the last two decades. This new technological era has compelled the centuries-old practices of preparing equine athletes to move with the times, especially with new regulations adding another dimension to the job. Stopwatches and notebooks now have digital counterparts in smartphones and tablets, allowing trainers with multiple barns to stay on top of their operations even if they are thousands of miles away. 

With a variety of tools available now, what are trainers using as they develop their horses while also meeting the requirements of external agencies? How do they handle the influx of information and make it work for their operations? In this new age, trainers are defining their workflows with the tools that work best for them while wrestling with the added costs of the self-education necessary to incorporate these new technologies and meet the increased regulations of the Horse Racing Integrity and Safety Authority (HISA). 

Options Abound

The digital age brings high-tech options like smartphones and tablets that free users from their desks. Such tools may have a learning curve but that has not stopped multiple conditioners from integrating them into their routines. “I never thought in a million years that I would see Hall of Fame trainers sitting on their horse texting or that I would see [them] recording videos of their horses working” Ron Moquett, trainer of champion sprinter Whitmore, observed. 

Now, trainers have many digital options for managing their horses and their employees. A search for apps and software yields tools like Tlore, a web-based management service developed by former exercise rider and assistant trainer Tracy Attfield, and apps like Sleip and Equimetre, which collect data for assessing a horse’s performance. 

Attfield’s Tlore, which is accessible on a smartphone or a desktop computer, serves as a one-stop shop for everything from accounting to tracking a horse’s workouts and daily care. “We do everything through Tlore. I've been on Tlore for a long time,” shared Jena Antonucci, trainer of 2023 Belmont Stakes winner Arcangelo. “[It] organizes everything: herd health, Coggins (an equine blood test), communication with owners, [and] can upload videos, pictures, and updates that owners have access to. So centralizing data, if you wanted to take a picture of a horse when it comes in, see how it's doing, take a 30-day follow-up or whatever, and be able to assess how they are and whatnot. It's all in one spot, easily accessible by smartphone or desktop.” 

Tools like the Equimetre, developed by the French company Arioneo, collect physical performance measurements, and improve on earlier iterations of the technology, allowing users to select what data they want rather than offering multiple readings that trainers have to sort through to find what they need. Both Tom Amoss and Tom Morley are currently testing this tool in their barns to see if the data generated is a benefit to their programs. “[We’re] trying to decide whether or not that system is going to benefit us,” Amoss shared. “The old system, compared to that, is literally using a stopwatch and observing with your eyes how the horse is going. So this gives us a little bit more accurate reading in terms of times, specifically when horses work out, which is about once a week for us.”

Alongside the Equimetre is Sleip, a Swedish app that uses artificial intelligence to analyze a horse’s gait and help trainers to pick up on even the slightest variation to get ahead of potential issues. Casse has been using the app for two years as another layer of care, videoing his horses daily as part of his care regimen. “When I was introduced to Sleip, I liked it because I felt like every assistant could have one. And it takes about a minute if you know what you're doing to video it. We get the results back in less than five minutes, and I can know it can be done in Toronto, and I can have the results in my hand in Ocala within minutes.” 

In addition to Attfield’s Tlore, trainers like Moquett, Casse, Morley, and John Shirreffs are using readily available services and apps to maintain the data generated by their horses. Moquett and Casse both report using spreadsheets created on either Numbers, an iPhone app, or Microsoft Excel, the nearly forty-year-old software available for use on everything from a smartphone to a desktop. 

“Feed charts, the shoeing charts, the day-to-day set lists are all done on an Excel program. It means that I can be sat in Ocala, and I can put a set list together and just email it off to each division, and then they know what they're doing.” Morley reported, emphasizing the flexibility and simplicity of that software, something that Casse echoed in talking about his process. 

“I did use Tlore for a while, but now we have our own deal. It's an Excel sheet that I developed over 25 years ago. I can go back and tell you, since a horse arrived, whether it was five years ago or four years ago, what the horse has done every day for those four years,” Casse shared. “We keep track of entries there, who we are going to enter, where we're going to run, where they're located through the morning. As every track is done, our assistants then send us [their information]. It tells how every horse trained that day. If it worked, there'll be the workout time, and then they put what they would like to do tomorrow, and I will then review them all. I review it every day.”

Moquett uses a custom chart that he maintains in the Numbers app for keeping up with his horses’ preparations and care and then Tlore for the financial side of his business. The iPhone app serves as the ideal tool for his barn because “you go in there and you make your own log sheets and then it saves it and shares it with whoever you want to,” he shared. “So, we use that as data keeping, [maintaining] our training charts, our workout deals, our notes. All that is there. And it's pretty cool because on that we have the people in charge of shipping, the people in charge of billing, the people in charge of payroll, and the people in charge of everything use that to get the information to feed Tlore.” 

California-based Shirreffs uses several apps to cover everything from taking notes about daily training to scanning his vet book to logging his employees’ hours. The GoodNotes app, available for Apple products, serves as his training log and a repository for notes and other information. He also uses a journaling app called Day One to keep up with day-to-day conditions and Numbers for maintaining charts. All of his tools are linked and the data saved to the iCloud service. “Then if I'm somewhere, I can just look things up on my iPhone because it goes from device to device, [and then] it all goes to the cloud,” the Derby-winning trainer said. 

Morley and Amoss also use handicapping tools like the Daily Racing Form’s Formulator, Ragozin sheets, and Ed Tucker’s ThoroManager to help them evaluate potential competition as well as horses that they are interested in claiming or purchasing. Such programs allow users to access detailed past performances, take notes about a potential claim’s performances and evaluate pedigree information, including how well a horse’s family ran at a particular distance or on a specific surface or racetrack. 

With all of this data available to these trainers from their chosen tools, is it possible to have too much data? Each has developed systems that work for their operations, which allows them to cut out unnecessary information and focus on what is most useful. Arioneo’s Equimetre and Attfield’s Tlore are ready-made products specifically geared toward the equine industry with not only multiple options for use, but also adaptability that prevents data overload. Apps and software like Numbers, Excel, and other readily available tools allow even more flexibility, giving conditioners the ability to streamline their processes and focus on the most valuable information for their horses’ development and care.

“If you try ten new things, and only one of them is worth it, it's worth the nine failures. In the past, I have used a few different things that I thought just was too much and too time consuming,” Casse said. “We only have so much time, and you always have to decide, do the assets outweigh the liabilities? Do I get enough out of this to take my time up? And if the answer is not yes, then I move on. And I have used other things, and I've moved on.”

As digital tools evolve and their usability is more easily tailored to each trainer’s needs, they become essential parts of the daily workflow, especially now that HISA requires conditioners to register themselves, their employees, and their horses, and maintain records of treatments, medical procedures, and more. 

Hello, HISA

Since July 2022, the Horse Racing Integrity and Safety Authority has required trainers to maintain records about their horses in an online portal. For some, adding the portal to their lists of tasks was another use for the data they were already collecting. “We already had it, so now we're giving it to them,” Moquett shared. “So, it was a priority for us to make sure we were staying legal, to write down what we were doing, and now it's priority to keep it, to make sure we're staying compliant with the rules that they have set.”

What digital tools like Tlore do goes beyond bookkeeping and the care and feeding of horses: they help trainers track the data HISA requires documented. “You just have to play by the rules and input what you're supposed to be inputting and keep track of your horse's medical records,” Antonucci shared. “If it gets ace (acepromazine), it goes in. Like checking joints, it gets put in. So that's just very basic. Whatever the veterinarian does, anytime they touch a horse at a racetrack gets put in.” 

“Every little thing we do now, we record. Definitely, that's what HISA was there for,” Casse said. “HISA is saying, look, we need to let everybody know when a horse changes hands, what's been done previously, and that's important. It's a pain, but in the end, it's going to save horses’ lives, and that's what we're all trying to achieve.”

The portal gives claiming trainers data they did not previously have. “Now, if you claim a horse, you are privy to their medical records for the past 60 days,” Morley shared. “So, you can not only see when they were vaccinated and wormed, et cetera, et cetera, but also if they've had intra-articular injections, if they've had a period of colic or sickness, et cetera, over the last 60 days.” This enables trainers to understand what the previous barn had been doing with the horse as they integrate the new trainee into their program. 

Even though the portal does add another task to trainers’ to-do lists, it does have value, as Morley pointed out: “That's actually a very good portal for keeping track of records. So rather than us having to flick back through our veterinary records as to when they were last vaccinated, et cetera, it's all logged in HISA anyway.” 

Still, while this new requirement does have its upsides, the portal and the work needed to maintain the required data has become yet another task on a trainer’s long to-do list.

More Data, More Work

But this kind of digital diligence has its disadvantages. In addition to keeping up with their horses’ day-to-day management, both on the track and off, trainers must document all medical and therapeutic treatments and log that data into HISA’s portal in order to stay compliant. This is especially important for horses coming off a long layup at an off-site facility. Tools like Tlore and other digital workflows might help conditioners maintain this needed information, but those tasks also use two valuable resources: time and money. 

For Amoss, the added layer of HISA meant adding another full-time employee to his operation, one in charge of keeping up with the required information to adhere to these new regulations. “The biggest thing with HISA is that the requirements that we have are not only costly to the trainer to manage it, but it's costly to the owner in terms of the things that we have to do. In a world where the day rate, which is what an owner pays a trainer every day to train their horse, the margins for almost all of us are very razor thin. And now we've got to add a new dimension to that,” Amoss observed. 

John Shirreffs points out the simplicity of the training process prior to HISA and its requirements. “I think that we all feel like we're being second-guessed, though. We have to substantiate our decision. Before these new tools, I didn't have to keep up with anything. All I had to do was mark the trainer card, and that would be written in the vet book, and that was it. I didn't really need to have all this.” 

“I think they all detract from the ability to train because I think it takes time. And that's taking time to enter all this stuff where I could be walking down the shed row and observing a horse or talking to a groom about a horse or something like that,” he shared. “Because I need to keep records, it takes away from the time available, because, by 11:00, you want to wrap things up, so the horses have a chance to rest. You don't want to be standing in front of the stall staring at them when they want to take a nap.”

Amoss, who worked for Jack Van Berg and Frank Brothers before going out on his own, remembered that “they did all their bookwork and all their recording by hand. There is an advantage to that, in my opinion. And the advantage is that you can, on a daily basis, open that book and review your horse.” The Kentucky Oaks-winning trainer prefers that because “it tends to refresh my thinking on those horses as opposed to turning on my iPad.” 

The key for any trainer as they focus on developing their horses is to find workflows that balance the necessities of HISA with the methods that have brought each success. In this transitional moment, these digital tools afford conditioners opportunities to find what works for them as they adapt to these new requirements. 

Going Forward

Tools like Equimetre and Sleip are on the cutting edge of digital tools available now, using artificial intelligence and other advances to help trainers keep an eye on their horses’ physical conditions and detect any subtle changes that might evolve into an issue. Along with HISA’s regulations, these provide another layer of preventative care for the animals at the heart of the sport. These advances push racing forward and necessitate adapting to the times, taking old-school practices into the digital age.

“Here's the thing with old school. I am old school in my mindset of horsemanship, and I'm old school as an approach to getting the horse trained,” Moquett observed. “But saying that I'm old school as an excuse not to get with the times of what's needed for this kind of stuff, it's like saying, no, we’re going to haul our horses on a train instead of flying them. We have to [adapt]. That's what's required.” 

Along with these tools, Casse suggests another advancement that could help trainers: “I'm hoping that somewhere in the future that we'll have some type of report card that goes with every horse, a passport that tells everything about any type of treatment that the horse has had through his, whether it's corrective surgery, any type of operation, or anything.”

“We're still not quite there yet, but that would be something that I hope that our industry can start doing a little better. We need to understand there's a lot of things that go on, and we need to have more data to see how meaningful it is,” the Hall of Famer concluded. 

As this historic sport continues to adapt, as the available apps and software expands, the focus remains on finding the right tools to collect and utilize the information trainers need as they balance their official duties with their focus on developing their horses for the racetrack and beyond.

#Soundbites - Why are the average number of starts and field size declining annually?

Article by Bill Heller

The 2024 Jockey Club Fact Book showed that the average field size run in 2023 races was 7.40, down from 7.59. Thoroughbreds’ average number of starts also dipped from 6.01 to 5.87. Back in 1990, the average field size was 8.91 and the average number of starts 7.94. Why are the average number of starts and field size declining annually?

Todd Pletcher

I think the number starts, in a lot of cases, is management. I think over the years trainers have become more conservative about how many starts horses have with more time between races. More rules about when you can train your horses may be a factor. And the foal crop is having an absolute impact.

Dale Romans

That’s a good question. It’s above my pay grade. I’d say the reduction in foals every year. Also, it’s a lot more difficult to run a horse. More horses are scratched by veterinarians.

Barclay Tagg

The horses just aren’t as hardy as they used to be. Justify, he ran six times and he’s one of the leading sires in the country. And he didn’t start until his three-year-old season. You can’t do basic therapy anymore. These horses are athletes and you need to take care of them. You’ve got to be able to train your horses. They make it really hard. You can’t pinfire your horses’ shins. You can’t blister a horse any more. Horses don’t even feel that. It’s about the calmest thing you can do. They’ve got the wrong people making these decisions.

Wayne Catalano

It’s very simple. The foal crop has been down for a long time. It should be 40,000 (In 1990, it was 40,333; last year an estimated 17,200). Obviously, it’s going to catch up with us. Also, you’ve got the new ruling body. It’s a different game these days. You have people coming up that don’t know how to take care of horses.

Brian Lynch

Is it the foal crop? That would be my answer to that. There’s always concern that the tracks haven’t been the best. There have been more breakdowns than I’ve ever seen. More to the point, it’s the foal crop.

Mark Casse

I think it’s pretty simple. I run over a thousand starts a year. I have to enter over 3,500 times to do that. I would have 50 percent more starts if there were races for me. That tells you. I’m lucky because we have options. I can look at different tracks. But I can have 15 horses in my barn with no races for them.

When I first started, they didn’t publish every trainer’s statistics. They’re all worried about their percentages. Their horses stay in the barn. 

The other thing, in my opinion, the state programs have really hurt, and I’ll tell you why. Fifteen, maybe 20 years ago, I went to California, I never got a long maiden long race. The Cal-bred horses did. That’s another factor. 

Ron Ellis 

The truth is with HISA coming in and veterinary restrictions, we can’t run the horses as often as we used to. All the restrictions and all the veterinary requirements, including expensive scans we’re under now, are certainly one of the reasons. We have a lot more restrictions.

Karl Broberg

Golly, where do you begin? I was looking at the Fact Book last night, and what I was most concerned with was looking at foal crops by region. I began shaking my head. Every region is down. In the future, there’s only going to be racing in Kentucky and New York. It’s returning to the sport of kings. I think what’s missed, due to the economics, is that people are giving up on horses much quicker. That’s a huge factor. Also, there are fewer opportunities. 

Tom Proctor

Wow. You would need more than a sound bite. I’d be forever telling you why. I don’t have a say in how this business goes. There are people who win a zillion races and their opinions don’t matter.

Alan Balch - Fiefdoms redux?

I’m reminded of racing’s counterproductive fiefdoms by a 2008 writing in these pages of the late Arnold Kirkpatrick, my much-revered colleague and friend.  Back then, it seemed to him, there were way too many fiefs in the way of industry-wide accomplishments.  

To Arthur Hancock’s suggestion that our problems were caused by a lack of leadership, Arnold was “unalterably convinced that our problem is not a lack of leadership but too much leadership.”  He counted 183 separate organizations in Thoroughbred racing alone, each with their own agendas and jealousies.  “With 183 rudders all pointed in different directions, we have two possible outcomes – at best, we’ll be dead in the water; at worst, we’ll be breaking apart on the rocks.” 

In 2024, can it be said, without irony, that this is the best of times, and the worst of times?

In North America, and California in particular, an historic sport and industry contraction is well underway, by every possible indicator – led by the declining foal crop.  One might think there has been a corresponding contraction in the list of racing’s organizations; somehow, I doubt that’s true.  Nevertheless, in the “Golden State,” once a perennial leader of American racing, we have lost a critical mass of tracks since 2008:  Bay Meadows, Hollywood Park, fair racing at Vallejo, San Mateo, Stockton, and Pomona, and Golden Gate Fields this year. 

Is it simply a coincidence that this all happened while one racing operator – the Stronach Group --  increasingly dominated and controlled the sport in California, as no track owner ever before was permitted to do?

Arnold’s word “fiefdom” . . . comes back to mind, but now from a different perspective.  In European feudal times, as we learned in school, the fief was a landed estate given by a lord to a vassal in return for the vassal's service to the lord.  There are a great many California owners, trainers, breeders, jockeys, vendors, fans, and even regulators, who have been wondering how the vassals ever turned the tables.

In a Los Angeles Times interview published on April 5, Aidan Butler, the chief executive officer of 1/ST Racing and Gaming, the Stronach operator, used the term “imbeciles” to describe those who would question the company’s intentions, and perhaps its motives, in sending what was widely perceived as a blatantly threatening letter to the California Horse Racing Board.  

Instead, he termed the letter “transparent.”  And then stated, “if nothing else, people have been forewarned.”  Seconds before, he had claimed that the amount of money Stronach had invested in Santa Anita proved its good intentions.  This is the same executive who months earlier had suddenly announced, giving stakeholders notice of only hours, that Golden Gate Fields would be closed within weeks, before changing his mind under pressure from the rest of the industry.

Confused?

Stronach’s track management may be described many ways; truthfully “transparent” is certainly not one of them, despite constant assertions to the contrary.  As a private family company, even in a regulated industry, its leaders can claim whatever they want with impunity.  After all, the exceptionally valuable real estate on which most (all?) of their track holdings reside appears to make them immune from audit or inspection:  they rarely, if ever, are reluctant to tell their racing fraternity vassals that it’s their way or no way.  The damage resulting from that attitude is staggering.

Edward J. DeBartolo, Sr., was a predecessor billionaire owner of multiple American tracks.  Perhaps, however, because of his ownership of great and successful team sports franchises, among other interests such as construction, retail, and shopping center development, not to mention education and philanthropy, he knew what he didn’t know.  He realized he always needed teammates.  He delighted in saying to his fellow track owners that managing race tracks was by far the most difficult of all his enterprises, due to the elaborate interdependent structure of racing, and its nearly infinite number of critical component interests, each with different expertise.  More complicated than any of his other pursuits, he said!  To succeed in racing challenged him to learn, and his success resided in hiring, consulting with, and relying on people who knew more than he did.  As it did in all his businesses. 

Even to the most oblivious, it can’t have been hidden to the Stronach leadership that entering the heavily-regulated California racing market in the late 1990s would present serious challenges, at least as enormous as the opportunities.  Acquiring the two glorious racing properties of Santa Anita and Golden Gate (with a relatively short leasehold at a third, Bay Meadows) had to have been exciting.  To someone with the DeBartolo outlook on interdependent management, rather than the inverse, it could have been invigorating and boundlessly successful. 

That the opposite has resulted is an enormous tragedy for the sport worldwide, not just in California.  After all, the State of California’s economy (as measured by its own Gross State Product) is among the top five in the world, outranking even the United Kingdom’s.  How could this happen?

Had Stronach leadership begun, at the outset, consulting and cooperating in good faith with its California partners (including regulators, legislators, and local communities, not to mention fellow racing organizations, the owners, trainers, breeders, and other tracks), learning from them as teammates rather than dictating to them, California racing would look far different now than it does.  Its imperious and constantly changing management leadership compounded perennial problems and threats, not to mention complicating the industry’s politics and standing in California sports.  Obvious failures to understand California markets and invest in sophisticated communications and marketing also have been apparent, despite continual assertions to the contrary.    

Is there still hope for California racing?  Yes . . . but if and only if honest humility suddenly appears from Stronach leaders, and immediate, sincere engagement occurs with all the rest of the interdependent entities upon whose lives and success the racing industry depends. 

Whit Beckman trainer of Belmont Stakes contender - Honor Marie

Article by Bill Heller

Trainer D. Whitworth Beckman grew up around horses but had never made the connection his parents did. His father, David, is a vet. His mother, Diane, rides and shows horses.  “I was around them, but I wasn’t really interested, horses weren’t even on my radar.”

He spent two semesters at the College of Charleston. “I partied a lot,” he said. “I didn’t have any purpose. I was aimlessly floating around on alcohol. After two semesters, I figured I was wasting my time and wasting my parents’ money.”

His life got worse after dropping out from college. “I got pretty heavily involved with drinking. I hung out with a crew. A little wild. There was nothing that gave me purpose. I was a selfish kid.”

Eventually, he began helping his mom take care of polo horses and old show horses. And then he met his mom’s most difficult horse, a cantankerous Thoroughbred named Black Pearl. “I still have him,” his mother said. “We call him Blackie. He was a kook. He couldn’t be trained. He took off with his rider every morning, constantly switching leads. Whit taught himself how to ride on that horse.”

She still can’t believe it.

Beckman had found his purpose. “What I found with this horse was a new connection,“ he said. “He taught me a lot. You can lie and cheat with people. With a horse, it’s 100 percent honest. They do all the crap we ask them to do. They don’t lie or cheat. I think that’s refreshing. We should learn from them.”

He still is, and he doesn’t preclude learning from people, too. He worked for Todd Pletcher, Eion Harty and Chad Brown. Sandwiched in between, he trained in Saudi Arabia.

In 2023, only Beckman’s second full year on his own in the United States, he posted 13 victories, 13 seconds and four thirds in 102 starts with $1,468,695 in earnings, more than double what he earned the previous year. He recorded his first stakes victory and, soon afterwards, his first graded stakes. His stable grew from one horse to 26.

He had help, especially from his best friend Kristian Villante, a bloodstock agent who trades under the name of Legion Bloodstock. They became friends when they both worked for Todd Pletcher. “We have very similar personalities,” Villante said. “We became friends and it kind of grew.”

Villante helped Beckman grow his stable. “We said we’d give him the push,” Villante said. “You can open the door for someone, but then, it’s up to him what to do with it. You can provide the opportunity. A lot of credit to Whit.”

It’s been a journey. His mother said, “He doesn’t give up and he always shows up.”

“He didn’t get lucky,” Harty said. “He conducts himself in an exemplary fashion. He’s a good communicator. He’s a very good person. He inherited it from his family. I got to meet them a couple times. You can tell where he got it from.”

But his family didn’t see it coming.

“If you would have told me when he was in high school that he’d get up at 4:30 in the morning to take care of horses, I’d say you’re crazy,” recounted his father, David. “He’d go to a variety of farms with me and he didn’t seem to like it at all.”

His parents sure did. David and Diane Beckman met in a barn. “I was just out of college and I ran a barn in Goshen,” Diane said. “David came to the barn one day. He’s like Whit, very quiet. I thought he was very good-looking.”

David, who had just graduated from veterinary school in 1979, asked her to a University of Kentucky football game. They both went there.

Diane was smitten: “After a couple of months I said, `I want to marry him.’ His character … we’ve been married 42 years and I’ve never known anyone I respect more. He’s been a great father. He works every day. He’s kind. He was on call 24/7.”

The Beckman’s have four children. Whit is the oldest. “When the two boys would get in trouble and David wasn’t there, I’d say, `You’re going to go with your dad and work on weekends.’ I think that’s what turned Whit off on horses – for a while.”

Beckman explained, “She’d say you’re going to work with him. I associated being bad with horses.”

Whit seemed isolated growing up. “He struggled,” his mother said. “He was so shy. He was a kid who lived in his imagination. We sent him to college when he wasn’t ready for it. The College of Charleston put him in a hotel because the dorms were full. It wasn’t a good fit. He came home, and at that point he was really lost. He didn’t have the straight path in life. He met his struggles and has worked through them. Whit was a late bloomer.

“I have always been proud of the person Whit is. He’s trustworthy, and he’s always going to do the right thing, like his father. He’s never going to say anything unless he means it. He’s going to be honest. I’ve always been proud of him because he had the roughest road. He willed himself to where he is today.”

It took a decade and a half and many, many miles. After working with his mother’s horses, Beckman began working with Walter Binder at Churchill Downs and Louisiana Downs. Beckman returned to Kentucky in March, 2006, and his father helped him get a job with Alex Rankin at Up and Down Farm. “It was a great place to learn,” Beckman said. “It gave me a lot of experience. I developed horsemanship.”

He continued to develop that working with Dave Scanlon and Danny Montada getting Darley two-year-olds ready for sale at Keeneland.

Beckman was fortunate to meet trainer Eoin Harty, who reached out to Todd Pletcher for him. Later, Harty would hire Beckman to be his assistant.

Beckman began working for Pletcher at the 2007 Saratoga meeting. “Towards the end of the meet,” Beckman said. “You go to Kentucky. You see the routine. At that time, I could just wake up every morning and say, `How cool is this? I’m working for the top trainer in the country.’”

Pletcher was glad to have him: “He was always a very top-level assistant. Good horseman. Good demeanor around the barn. I’m not surprised to see him doing well.”

After working for Pletcher, Beckman journeyed to Saudi Arabia, an experience with mixed blessings. “At that point, I had just turned 30,” Beckman said. “It was an opportunity to go on my own. I thought it would be a cool thing to go to the Middle East. A rich tradition of horses. We won some races, but it was an extremely different environment. They bring you over, but they don’t listen. They say, `God’s will.’ Religion and their faith take precedence. It was sticky.”

In 2014, Beckman learned his girlfriend was pregnant. He returned to the U.S. and took a job with Harty. “He was already a qualified trainer by the time he got to me,” Harty said. “He was looking for a job and I was looking for an assistant. It worked out immediately. I showed him the way I like things to be done. He was a huge asset. He deserves nothing but the best.”

With a daughter on the way, Beckman returned to Saudi Arabia. He then returned to America to be there for her daughter Violette’s birth on December 23rd, 2015, three days after his 34th birthday. “When she was born, it was the best thing in my life,” he said.

Yet he was ready to return to Saudi Arabia a few days later. “I got to the jetway,” Beckman said. “I was standing there. I couldn’t do it. I was thinking of myself. I wanted to be home with my daughter. I turned around. I felt great about it.”

He felt even better when Charlie Boden, then with Darley, told him Chad Brown was looking for an assistant, as if Beckman was being rewarded for staying with his daughter.

Beckman began working with Brown on April 4th, 2016, and stayed until the summer of 2021 when he ventured on his own with the full support of his sister, Lindley Turner, who had been doing their fathers’ bookkeeping since 2008. Now she does both. “When Whit decided to train on his own, I offered to handle all the financial and the bookwork,” she said. “Not fun stuff, but necessary to keep the business going. Whit was away for 20 years. I wanted to see what he spent 20 years doing. It’s really cool to watch.”

She really liked what she saw from her brother: “He did all aspects of the job. He put a lot of time in everywhere. He had a very clear vision of what he wanted his stable to look like. As a money person, I said, `I believe in your vision.’ We put in basically everything a top barn would. He knew how he wanted to take care of his horses. How his shed row would look. He did the digging. He raked it out himself. From the very start, he put in the system he knew. He told me if you do this now, it will pay off. He was exactly right. It’s come to life, even though we started with one horse.”

She vividly remembers when that first horse, Truly Mischief, an unraced two-year-old owned and bred by Newtown Anner Stud, arrived, September 11th, 2021: “I remember the horse coming to me, and feeling bad for him because he was the only horse in the barn. I said, `We’re going to get you some buddies.’ It was really exciting, just watching Whit train his own horse. He’s very hands-on. It’s not a number thing with him. It’s about the individual.”

It always will be. “There are 20,000 Thoroughbreds bred every year,” Beckman said. “We have to do everything we can to make them reach their potential, no matter what level they’re at. Keep them happy; keep them healthy, get them fit to run. It’s funny, you constantly learn things. You show up every day. Get there early. Make the adjustments that have to happen for the individual. You’ve got to be passionate about it.”

His buddy Kristian Villante knew that he was: “I think he genuinely has a passion for it. It’s more than just a job. It’s a craft. There’s an art form that goes into racing. It’s not just the x’s and the o’s. There’s not really a playbook. What makes great trainers great trainers is they can make adjustments.”

Truly Mischief needed them. He was sixth in his debut, December 1st, 2021, then raced five more times before finally breaking his maiden at Horseshoe Indianapolis on September 28th, 2022, a year and 17 days after he arrived at Beckman’s barn. On February 26th, 2023, at Tampa Bay Downs, Truly Mischief finished fourth and was claimed for $25,000.

Beckman’s neighbor and friend at St. Xavier High School in Louisville, Chip Montgomery, sent Beckman his second horse, a two-year-old filly named Think Twice. She didn’t do much, finishing fifth in her debut, then seventh when claimed for $30,000.

Legion Racing’s four-year-old filly Sabalenka, Graham Grace Stable’s five-year-old gelding Harlan Estate and Ribble Farms’ three-year-old colt Honor Marie have been Beckman’s first three stars.

Sabalenka has two wins, two seconds and two thirds from nine starts with earnings of $427,498. She finished third in the 2023 Christiana Stakes at Delaware Park, July 15th, and second in the Dueling Grounds Oaks at Kentucky Downs, September 3rd. She is the most talented horse Valante helped him land. “They always had my back,” Beckman said. “She was the first one, as far as a nice horse, that gave me a little exposure. She was just a nice filly.”

  In between those stakes placings, Harlan Estate, sent off at 37-1 in the $500,000 Tapit Stakes at Kentucky Downs, delivered Beckman’s first stakes victory – after surviving an inquiry. Far back in the field of 11 early, Harlan Estate won by a length and three-quarters under Declan Cannon. “The horse came from Canada, Beckman said. “We were looking for a turf horse who could compete in open company. She filled all the criteria. Everything blossomed. I knew we were on the right track. It was an awesome day.”

Also rallying from last in the field of eight, Honor Marie captured the $400,000 Grade 2 Kentucky Jockey Club Stakes by two lengths under Rafael Bejarano, earning 10 qualifying points for the 2024 Kentucky Derby. Honor Marie, a $40,000 purchase at the 2022 Keeneland September Yearling Sale, has two wins and a second in three career starts. “From the time he came in, he was a quality horse,” Beckman said. “He needed to mature on a physical level, but I knew I had a good horse in my hands. We knew two turns would help him. I wasn’t surprised, but it was awesome. We got to see what he did in the morning, materialize in the afternoon.”

Of course, he’s on the Kentucky Derby trail. His next start will be in the Grade 2 Risen Star Stakes at The Fair Grounds. 

Beckman’s stable has grown to 26. His momentum is considerable. “I’m really proud of him,” Beckman’s father said. “He is my oldest child of four. He got a little lost. He’s overcome a lot. Horses saved his life.”

Villante’s father, Joe, who sells trainer products, is a big fan of Whit: “Whit is fantastic. He’s really good at communication and he doesn’t think he’s splitting the atom or inventing the game. I really appreciate that.”

He shared this: “About a year ago, we were at Tampa Bay and training horses were coming off the track. Whit had a low-level horse. He asked the rider what he saw the whole way back to the barn. He wrote all these notes. That’s attention to detail. It’s a moment that stuck in my head. I have friends for 20, 25 years. They don’t ask questions. They think they know everything. I was very impressed. This kid is going places.”

He already has. And he’s only just begun.

#Soundbites - how can trainers improve racing's public perception / image?

Article by Bill Heller

Bruce Levine

Can you ask an easier question? The only thing I can say is, if more people came out in the morning to see a horse train, you’d get a better handle and feel on how fragile the horses are. When you run horses, injuries are going to happen. You watch football players, they don’t put them down, but they cart them off. Horses’ ankles are so much smaller. It’s a fact of life.

D. Wayne Lukas

I think that they should probably interact more with the general betting public and the fan base, and let the general betting public and fanbase know there are some real sound people training. Let them get to know personalities.

Richard Mandella

I would say that you have to deal with the public when you have a chance to, to explain what we do. Be as open as possible so we don’t keep training a secret, so that the public can appreciate what we do. It’s a very important question because we need to do everything we can to gain respect for the sport that we seem to be losing.
Mark Hennig

Do things the right way would be one thing. I think there’s a lot of negativity, especially in social media, but there are positives, too. Trainers can explain what goes on every day. We have so much love and care and admiration that goes into these horses. I don’t know if we do a good job getting that message out.

Mike Stidham

I think the most important thing is every trainer taking responsibility for his job to do the very best they can to keep the horses safe and healthy. Always do the right thing. Keep the horse first. Make the horse the priority. Because I think when you’re out in the public with people who don't know racing, they worry about horses dying. They see horses die. As trainers we don’t have total control over that, but we can make a difference by doing the right thing for the horses, giving them the benefit of the doubt. To me, that’s the most important thing. 

Mike Trombetta

You know, obviously that’s a good question. I think the answer to that is of all the things that happen in racing, the good majority are upbeat stories. In our world, too much emphasis is on the negative. Just watch the news. It’s horrible to watch. If something bad happens, you hear about it five minutes later. With racing, there’s a million good stories we never hear about. It’s not talked about quite enough. Perception is reality.

Tim Hills

Be more accessible to the people at the races and the media. We’re always full disclosure. We’re not hiding anything. We love what we do and we want to share it with anyone who wants to know.

Alan Balch - What, me worry?

Article by Alan F. Balch

If you’re of a certain age, you can’t help but remember Alfred E. Neuman, the perennial cover creature of MAD magazine.  I sure do, and not mainly because of the magazine’s content . . . I was a dead ringer for him.  Skinny, gap-toothed, freckle-faced, red-haired, with crazy big ears.  So my laughing “friends” said, anyway.

Kids can be so mean to each other.

Obviously, the teasing stuck with me.  For a lifetime.  But back then, I shared another trait with him:  nothing worried me.  Everything seemed like a joke.  Like everyone else, I just yearned to grow up so I could be free.  Free of school, free to live all day, every day, with horses in a stable, if I wanted.  Which I did.

By college, though, I was an inveterate worrier, and still am.  My best friend once said, “Alan, if you didn’t have anything to worry about, you’d be worried about that!”  

We in racing, and in California particularly, have an overabundance of worries these days.  How the hell did it all happen?  From leading the world in attendance and handle a few short decades back, not to mention great weather, we have (not suddenly) come to . . . this.

In an interdependent sport, business, industry, such as ours, everything one part does affects all the others.  No part can succeed without the others; if one fails, all fail.  Unfortunately, there have been many failures to observe amongst all of us.

Ironically – but not entirely unexpectedly – I believe California racing’s historical prowess started to unravel in the best of times:  the early 1980s.  Our California Horse Racing Board regulators no doubt believed the industry was so strong that it could easily withstand disobeying a statutory command, which “disobedience” some of us believed could lead to disaster. 

 Hollywood Park sought to purchase and operate Los Alamitos, despite a clear prohibition in the law forbidding one such entity to own another in the state, “unless the Board finds the purpose of [the law] will be better served thereby.”  Santa Anita’s management at the time objected strenuously, including in unsuccessful litigation, providing a “list of horrors” that might ensue if the delicate balance among track ownerships in the state were disturbed.  

Among those horrors was the prediction that a precedent was being set for the future, where one enterprise might not only become significantly more influential than others, it could even become more authoritative and powerful than the regulator itself.

We at Santa Anita, whose management I was in at the time, were deeply concerned about our own influence and competitive position . . . and our reservations and predictions were largely ignored, undoubtedly for that very reason.  At everyone else’s peril, as it has ultimately turned out.

That Hollywood Park acquisition move turned out to be ruinous.  For Hollywood Park!  And the cascade of repercussions that followed, including changes of control at that track, led to another fateful regulatory change in the early 1990s:  the splitting of the backstretch community’s representation into separate and sometimes rival organizations of owners and trainers, which in every other state in the Union are joined as one.  Before his death, the author of that idea (Hollywood’s R.D. Hubbard) said, “That was the worst mistake I ever made.”

Consider that in the first half-century of California racing, interests of the various track owners, as well as owners and trainers in one organization, were carefully balanced.  No one track interest ruled, because the numbers of racing weeks were carefully allotted in the law by region.  

Unilateral demands of horsemen went nowhere.  Practically speaking, the Racing Law couldn’t be changed in any important way without all the track ownerships agreeing, with the (single) horsemen’s organization.  In turn, that meant there were regular meetings of all the tracks together, often with the horsemen, or at their request, to address the multitude of compelling issues that constantly arose.  

But when that balance was disrupted, even destroyed, is it any surprise that for the last three decades the full industry-wide discussions that were commonplace through the 1980s are now so rare that track operators can’t remember when the last meaningful one even took place?  

Thoroughbred owners have meetings of their Board not even open to their own members, and never with the trainers’ organization.  The Federation of California Racing Associations (the tracks) apparently still exists, but hasn’t even met since 2015.  The Racing Board meets publicly, airing our laundry worldwide on the Internet, showcasing our common dysfunction and lack of internal coherence to anyone who might be tempted to race on the West Coast.  

Not to mention those extremists who cry out constantly to “Kill Racing.”  And one private company, which also owns the totalizator and has vast ADW and other gaming holdings, not to mention all the racing in Maryland and much of it in Florida, answerable to nobody, controls most of the Thoroughbred racing weeks in both northern and southern California.

Our current regulators didn’t make the long-ago decisions that set all this in motion, and may not even be aware of them.  In addition, the original, elaborate regulatory and legal framework that was intended in 1932 to provide fairness and balance in a growing industry is unlikely to be effective in the opposite environment.  And the State Legislature?  All the stakeholders originally and for decades after believed nothing was more important than keeping the government persuasively informed, in detail, of the economic and agricultural importance of racing to the State.  Tragically, that hasn’t been a priority for anyone in recent history.

Just to top it off:  as an old marketer of racing and tracks myself, I believe in strong, expensive advertising and promotion as vital investments.  For the present and future.  I once proved they succeed when properly funded and managed; but I’m a voice in the wilderness now, to be certain, when betting on the races doesn’t even seem to be on the public’s menu.

What?  Me worry?!

Track Superintendents - the three generations of the Moore family and how they have track management has changed over the last fifty years

Article by Ed Golden

            Dennis Moore’s career as the world’s foremost race track superintendent drew its first breath back in the 1930s, when his father, Bob, began a move akin to the Joad family’s forced escape to California from Oklahoma’s Dust Bowl, captured so poignantly in John Steinback’s 1939 classic, “The Grapes of Wrath.”

            Bob Moore, who passed away in 1987, was the patriarch of a family devoted to track maintenance and the safety of horses. In 1946, he went to work at Hollywood Park where he was a long-time track superintendent at the Inglewood, California track which closed on Dec. 22, 2013. Bob’s sons, Ron and Dennis, followed in his footsteps.

            They have been track superintendents at Santa Anita, and now his grandson, Rob, Dennis’ son, is taking over at the historic Arcadia, California track. In addition, they lend their services to Los Alamitos in Cypress, while Dennis also consults and plies his trade at tracks throughout the United States and across the globe.

            “I’ve done work overseas at probably over 150 different race tracks,” said Dennis, a native Californian who celebrated his 74th birthday this past Dec. 7. “I don’t count the tracks anymore. I didn’t want to leave California as a kid and now I’ve been to Germany, France, Dubai, all over the world. This is a great job, but you’ve got to have thick skin.

            “You listen to the trainers, but not those who make it personal and yell and scream and cuss. I won’t tolerate that, although sometimes their complaints are legitimate and you investigate, so all the scientific testing we do right now is a big help.

Bob Moore

“My dad came out here in ’38. He hopped a freight train and lived in hobo camps. He’d talk about the Dust Bowl and how they’d soak cloths in water and put them over their face so they could sleep at night.

            “His father told him he could go to California as long as he’d come back and finish high school. He did that, but as soon as he finished high school he returned to California and never left.

            “He got into construction as a mechanic in ’38, left Santa Anita in 1948, opened a garage in LA, then shut that down, went back to work at the track in 1953 and was there until he retired in 1979.

            “I was born in 1949; my brother was born in ’46. We’d go back and forth from Hollywood Park to Santa Anita. That was the circuit at that time, because Del Mar’s work was all done by Teamsters which had its separate crew.

            “That’s how my brother and I got involved with the race tracks. When I was about six years old, in the summer, we’d go to work with my dad sometimes. We’d ride on the harrows after the races and hang out in the garage, stuff like that. They’d race Tuesday through Saturday.

            “Ron worked for a while at Hollywood Park before taking over as track superintendent at Santa Anita in 1978. In 1972, I started working at Los Alamitos before working the Oak Tree meet at Santa Anita. In ’77, I became the track superintendent at Los Alamitos.”

            Ron, 77 and retired, says his history at the race track began by gambling, starting with Swaps and (Bill) Shoemaker in the 50s.

“When I was 14, I got a job as a footman on the carriages that took the judges around the track, way before there was closed-circuit TV and everything,” Ron recalled.

Ron Moore

            “We didn’t race Sundays then, only Saturdays and holidays, allowing me to work while still going to school, and the money I made went to betting. I didn’t do much good at it, but my interest started earlier, going to work with my dad and hanging out on the backside at Hollywood Park.

            “That’s where all the stable employees would go to gamble. During the races, I always wanted to get close to the rail and wait for Shoemaker to ride by so I could wave at him.

            “My first bet was made there, and I think I won $11. I did eventually work on race track surfaces at Santa Anita from 1969 to ’87. I worked as a construction laborer at Hollywood on the track crew and a little while at Los Al before I went into the Army. Later I operated racing equipment on the track.

“But give credit where credit’s due; my brother (Dennis) has been at the forefront in making racing safer. He’s never been afraid to try something new, and most times it’s not just an improvement, but a huge improvement.

“His decisions aren’t made lightly, only after much deliberation, investigation and discussion with experts on soil conservation. That’s the whole game, safety of the jockeys and the horses.

“Not because he’s my brother, but over the long haul in this country, I would say he’s done more for safety than anybody.”

Dennis & Rob Moore

            Dennis has extensive experience with a multitude of surfaces--dirt, turf, and synthetics as well as related maintenance equipment, perhaps more than any living being. Dennis and Rob currently are directing a gargantuan project, installing a Tapeta training track at Santa Anita.

            Track supers are burdened with a 24/7 task, shuteye a valued commodity attained at infrequent and welcome intervals. They are at the mercy of hourly weather forecasts, ringing cell phones and texts, with safety of horse and rider ever paramount.

            It’s a balancing act reminiscent of the Wallendas, only this on terra firma, an indigenous tradition with the Moores who wouldn’t have it any other way. To use a football analogy, sometimes it seems like it’s always third and long.

            “It’s not a nine to five job,” Dennis readily admits. “I get to the track every morning at 5:30 and don’t leave until about 6:30 (p.m.) or later. When the track is sealed, we come in about midnight, if we can open the track. There’s a lot more to it as far as maintaining, grading, the material composition and everything that goes with it.

            “I have horsemen call me 4:30, 5 o’clock, 6:30 in the morning, especially when we’ve got rain, when the track is sealed or even if they want a local (weather) forecast,” Dennis said. “That’s just part of the job.

            “We have a professional weather service that we use, but I have several other sites that I go on to try and make sense out of the forecast. The problem we have now is, everybody’s got a cell phone and they look at that and think it’s the accurate weather.

            “But the guys we use (Universal Weather) have been professional meteorologists for 40 years and are probably right about 85 percent of the time. I’ve been using it since 1977 and my brother and dad used it before. Universal gets timely updated forecasts whereas your phone may not be updated for 12 hours.

            “You consider all that information and decide if you’re going to open the track, leave it closed or what have you, and sometimes you’re the pigeon and sometimes you’re the pole, because when you’re wrong, you’re wrong, not the meteorologist.

            “You learn to deal with that, because all trainers consider themselves trackmen, but trackmen aren’t trainers. Every horse isn’t going to like your track. People talk about how safe synthetic tracks are, but, since 2020, I’ll put our (safety) numbers at Santa Anita and Del Mar against any synthetic tracks in the United States.

“I think Santa Anita and Del Mar are two of the best tracks in the country of the 50-some that have been tested.

            “I believe we can make dirt tracks just as safe as synthetics, but there’s a lot of work involved. All the protocols the Stronach Group started in 2019 and are in place now have helped a lot, as well.

            “But it doesn’t matter if a horse gets loose in the barn area and runs into a post and kills itself. It becomes national news. Some of these horses haven’t run in a year or missed 10 months of works, so you know they’ve got issues and we review them very carefully, but you’re not going to catch every one of them; things happen.

            “Most dirt tracks are comprised of sandy loam with silt clay particles,” Dennis added. “Synthetics can vary but Tapeta is the one right now that has been the most successful and that’s what is being put in the training track at Santa Anita. Along with the protocols, we have new rules and regulations we’ll follow, including a weather policy that dictates what we’ll do when we seal the track. It’s changed quite a bit from what it was in the old days.

            “We’ll be able to train on Tapeta in rain, snow, sleet or whatever.”

            At press time, Rob, who turned 54 the day after Christmas, was working hand in hand with Dennis in an effort to have Santa Anita’s Tapeta training track operational in January.

            “So far, so good,” Rob said. “We were under time constraints trying to complete it by the first week of January. Knock on wood, everything has been going well.”

            Following in the footsteps of family members was a natural transition for Rob.

            “That’s all guys in my family did and talked about,” Rob said. “For me, as a little kid going to the track with all that big equipment was like playing with soccer toys. Plus meeting all the race track characters and people from different walks of life made an indelible impression. It was attractive, in that sense.

            “But this job is kind of like a doctor’s in that you’re on call 24/7. I don’t think I’ve turned my (cell) phone off since I got the job. Sometimes meteorologists will forecast good weather, but then something unexpected happens like rain and wind. It seems there’s always something going on.

            “The fortunate thing for me is, I grew up around it and I thought I would be prepared for everything that would come along. But I wasn’t prepared at all, because there are so many minute details to consider in addition to the track and the horses.

            “When the pandemic hit, people were all talking about the horses, the horses, the horses, not about those who were on their backs. It was somebody’s father, somebody’s son, brother or sister, and that’s my biggest concern.

            “At every meet, I tell our crew we don’t want to be the reason something (negative) happens. I’m real fortunate with the crew I have because the majority of them grew up in the business, they’re third-generation like I am, they have a passion for the game and they care about it.

            “They pay attention to details, and that makes your job a lot easier when you have a reliable, dedicated crew. You’re only as good as your crew, plus my dad is a consultant, and he pops in every now and then pointing out potential problems.

“You’re not only responsible for the track itself, but everything that goes on around it. This is not a job you have just to make a paycheck

            “If you’re a trackman and you think you know it all, then you’re screwed and you’re screwing everybody around you. My dad’s been doing this 52 years and he’s still learning. I think that’s what separates him from everybody else. He’s always trying to make things better.

            “He’s a perfectionist, and it rubs off on you when you’re around it your whole life.”

Track consultant Dennis Moore alongside CHRB & track officials readying the Orono Biomechanical Surface Tester

            John Sadler is among the vast majority of trainers who concurs.

            “Dennis Moore is the gold standard for Track Superintendents,” said Sadler, 67, a Hall of Fame member-in-waiting.

 “I can’t heap enough praise on him. He’s the kind of guy you can call to discuss any issue. You can see that reflecting in our numbers favorably shifting dramatically on improved horse safety, and Dennis is a big reason for it, not to mention he’s been doing it for a hundred years.

            “The good thing about Dennis is, he can’t be pushed. He’s an experienced guy who believes in what he’s doing, and you have to allow him to do his job.”

            There are many special memories of Moore’s unselfish contributions to Sadler’s successes, one of which is foremost in his mind.

            “It was a week before Santa Anita’s big winter meet began in 2010 and Hollywood Park still had a synthetic track at the time, and it had rained for days and days,” Sadler recalled. “I asked Dennis how Santa Anita was doing because it was closed for training due to the rain, although horses could jog the wrong way.

            “I had horses pointing to the Malibu, the La Brea and the Mathis Mile, and Dennis said he might be able to open. So I vanned my horses over there and got to work on them, and we won all three stakes on the opening day card. Sidney’s Candy won the Mathis, Twirling Candy won the Malibu and Switch won the La Brea.

            “Dennis, communicated well and I got my works in. He wasn’t doing me a special favor, just telling me what was going on . . . a great guy.”

            Another tried and true member of the Dennis Moore fan club is Richard Mandella, who offered the following unsolicited praise.

“Track maintenance has everything to do with safety, and the Moore family is as good as it gets,” said Mandella.            

Dennis Moore – the gold standard for Track Superintendents

“It’s not an exact science, and everybody has to understand that,” Mandella added. “It’s something you have to have a feel for, and the Moores have always been excellent. Variables in track surfaces can work both ways for everybody, and even on a normal race track, that comes into play.

            “Some horses like deep tracks, some like them hard and fast. I don’t know if that’s important as far as safety is concerned, but the most important thing is uniformity and having a nice, even bottom with some bounce in the track so that horses are stable with it. It’s a combination that requires flexibility.”  

            While Dennis is primarily focused on safety and fulfilling random requests for trainers, it’s unreasonable to expect him to comply with all of them.

            “I’m sure he tries,” Mandella said, “but in my experience being on the California Thoroughbred Trainers (CTT) track committee for so many years is that if you have 10 trainers talking about track conditions, the ones who are winning like it, and the ones who aren’t, don’t.

            “It’s not easy to maintain a neutral position, but if anybody does it, Dennis Moore does.”

Nutrition - supporting the recovery process to improve performance - Train, Race, Recover, Repeat

Article by Dr Andy Richardson BVSc CertAVP(ESM) MRCVS

Introduction

Horses evolved as herd-living herbivores with a digestive tract designed to cope with a near continuous dietary input of forage in the form of a wide range of plant species. A large hindgut acts as a fermentation vessel where gut microbiota (predominantly a mix of bacteria, protozoa and fungi) exist in harmony with the horse in order to digest the fiber rich plant material.

Fiber is important to the horse for several reasons. The digestion of fiber releases energy and other key nutrients to the horse. Fiber also acts to provide bulk in the digestive tract, thus helping maintain the passage of fecal material through the system. Fiber also acts like a sponge to absorb water in the gut for release when required.

As horses became domesticated and used for work or sporting purposes, more energy-dense feeds in the form of cereal grains were introduced to their diet, as simple forage did not provide for all the caloric requirements. Cereal grains are rich in starch, which is an energy-dense form of nutrition. However, too much starch can cause problems to a digestive tract that remains designed for a pasture-based diet. The issues that can be caused by the trend away from a solely pasture-based diet can be digestive, behavioral or clinical.

Nonetheless, the combination of forage and cereal-based concentrates remains the mainstay approach for the majority of horses in training today, in order to maximize performance. A great deal of research and expertise are utilized by the major feed companies to ensure that modern racehorse concentrate feeds provide adequate provision of the major nutrients required and minimize unwanted effects of starch in the diet.

This article aims to discuss some scenarios where targeted or supplemented nutrition can act to help overcome some of the nutritional challenges faced by the modern horse in training, as they “Train, Race, Recover and Repeat.”

Equine Gastric Ulceration Syndrome (EGUS)

EGUS occurrence in racehorses is well documented, with prevalence shown to be over 80% in horses in training (Vatistas 1999). With a volume of approximately 2–4 gallons (7.53–15 liters), the stomach in horses is relatively small compared to their overall size due to its functional role in accommodating trickle feeding that occurs during their natural grazing behavior. 

As a horse chews, it produces saliva, which is a natural buffer for stomach acid. When the horse goes for a period of time without chewing, the production of saliva ceases, and stomach acid is not as effectively neutralized. The lower half of the stomach is better protected from acid due to its more resistant glandular surface. The upper, or squamous, region does not have such good protection, however, and this can be a problem during exercise when acid will physically splash upwards, potentially leading to gastric ulceration.

In practice, this can present a challenge for horses in training. Typically, they will be fed a concentrate-based feed in the early morning that stimulates a large influx of acid in order to help digest the starch. This may be followed by a period without ad-lib access to hay, thus reducing the amount of saliva subsequently produced to act as a buffer. When the horse is subsequently worked, there is a risk of acid damaging the upper squamous region of the stomach. There is some evidence to suggest that the provision of hay in advance of exercise may act like a sponge for the acid, as well as helping form a fibrous matt to minimize upward splash.

Gastric ulceration can go undetected in horses in training and may not lead to any obvious clinical signs. In other horses, it can lead to colic, poor appetite, dull coat and behavioral changes. In both scenarios, it is likely that the ulceration will have an impact on their performance, with decreased stride length, reduced stamina and inability to relax at speed all being possible consequences (Nieto 2009). Gastric ulceration can therefore have a significant impact on the ability of a horse to perform optimally day in day out in a training environment. This is exacerbated when ulceration leads to a reduction in appetite, with the obvious downside of a reduction in calorie intake leading to condition loss and further drop in performance.

This is an area where targeted nutrition has been clinically proven to play an important role. Ingredients such as pectin, lecithin, magnesium hydroxide, live yeast, calcium carbonate, zinc and liquorice have all been studied as having beneficial effects on gastric ulceration (Berger 2002, Loftin 2012, Sykes 2013). It is likely that a combination of the active ingredients will be most efficacious, with benefits noted when the supplement is added to the feed ration to help neutralize acid and form a gel-like protective coating on the stomach surface.

The daily administration of a targeted gastric supplement can be an important part of daily nutrition of the horse in training, alongside the use of pharmaceuticals such as omeprazole or esomeprazole when required.

Sweat loss

Horses have one of the highest rates of sweat loss of any animal, with sweat being comprised of both water and electrolyte ions such as sodium, potassium, chloride, magnesium and calcium. Therefore, it is not surprising that horses in training are at risk of unwanted issues should sweat loss not be replaced.

It is also worth noting that transportation can also lead to excessive sweat loss, with studies showing sweat rates of 5 liters per hour of travel on a warm day (van den berg 1998).

If the electrolytes lost in sweat are not adequately replaced, a drop in performance can result, as well as clinical issues such as thumps, dehydration and colic.

Electrolytes play key roles in the contraction of muscle fibers and transmission of nerve impulses. Horses without adequate electrolyte levels are at risk of early onset fatigue that may result in reduced stamina. It is also worth noting that horses that train on furosemide will have higher levels of key electrolyte losses, so will require targeted support to help maintain performance levels (Pagan 2014).

There is also evidence to suggest that pre-loading of electrolytes may be beneficial (Waller 2022). For horses in daily work, the addition of electrolytes to the evening feed will not only replace losses but also help optimize levels for the following day’s travel or race. The benefit of providing electrolytes with feed is that it will minimize the risk of the electrolyte salts irritating the stomach lining, which can occur if given immediately after exercise on an empty stomach. Feeding electrolytes when the horse is relaxed back in the stable will also allow them to drink freely, with the added benefit that electrolytes will stimulate the thirst reflex when they are relaxed, ensuring they are adequately hydrated for the following day.

Products should be chosen on the basis of adequate key electrolyte provision as not all products will provide meaningful levels of all the key electrolyte ions.

Muscle soreness

The process of muscle breakdown and repair is a normal adaptive response to training. This process can lead to inflammation and soreness or stiffness after exercise. In humans, there is a well-recognized condition called Delayed Onset Muscle Soreness (DOMS).

Further research is required to fully understand the impact of DOMS in horses. DOMS is the muscular pain that develops 24–72 hours after a period of intense exercise. There is no pain felt by the muscles at the time of exercise, in contrast to a ‘torn muscle’ or ‘tying-up’ for example.

In humans, DOMS is thought to be the result of tiny microscopic fractures in muscle cells. This happens when doing an activity that the muscles are not used to doing or have done it in a more strenuous way than they are used to.

The muscles quickly adapt to being able to handle new activities, thus avoiding further damage in the future; this is known as the “repeated-bout effect”. When this happens, the micro-fractures will not typically develop unless the activity has changed in some substantial way. As a general rule, as long as the change to the exercise is under what is normally done, DOMS are not experienced as a result of the activity.

In practice, avoiding any post-exercise muscle soreness in a training programme may be unavoidable, as exercise intensity and duration increases. Horses are far from being machines, so there is a fine balance between a programme that gets a horse fit for purpose without some post-exercise muscle discomfort. Physiotherapy, swimming and turnout will all likely benefit horses experiencing muscle discomfort. Whilst non-steroidal anti-inflammatories will always have their place for horses in training, one area of advancement is the use of plant-based phytochemicals to support the anti-inflammatory response (Pekacar 2021). These may have the benefit of not leading to unwanted gastrointestinal side effects and not having prolonged withdrawal times, although this should always be checked with any supplement particularly with the recent update regarding MSM.

Exercise will also lead to a process of muscle cell damage caused by oxidative stress. This is an inflammatory process and recovery from oxidative stress is key to allow for muscle cell repair and growth. Antioxidants are compounds that help recovery and repair of muscle cells following periods of intense exercise. The process of oxidative stress in muscle cells can lead to muscle fatigue and inflammation if left unsupported. Antioxidant supplementation in the form of Vitamin E or plant-based compounds can help protect against excessive oxidative stress and support muscle repair after exercise (Siciliano 1997).

Conclusion

Nutritional management of horses in training is a complex topic, not least as every horse is an individual and so often needs feeding accordingly. Whilst there is a lot of science available on the subject, the ‘art of feeding’ a racehorse—something that trainers and their staff often have in-depth knowledge of— remains an incredibly important aspect. Targeted nutritional supplements undoubtedly have their place, as discussed in, but not limited to, the scenarios above. 

Veterinarians, physiotherapists, other paraprofessionals and nutritionists all play a role in minimizing health issues and maximizing performance. In the quest for optimal performance on the track, nutritional support is one of the cornerstones of the ‘marginal gains’ theory that has long been adopted in elite human athletes. There is no doubt that racehorses themselves are supreme athletes that live by the mantra of Train, Race, Recover, and Repeat.

References

Berger, S. et al (2002). The effect of acid protection in therapy of peptic ulcer in trotting horses in active training. Pferdeheilkunde 27 (1), 26-30,

Loftin, P. et al (2012). Evaluating replacement of supplemental inorganic minerals with Zinpro Performance Minerals on prevention of gastric ulcers in horses. J.Vet. Int. Med. 26, 737-738

McCutcheon, L.J. and geor R.J. (1996). Sweat fluid and ion losses in horses during training and competition in cool vs. hot ambient conditions: implications for ion supplementation. Equine Veterinary Journal 28, Issue S22.

Nieto, J.E. et al (2009). Effect of gastric ulceration on physiologic responses to exercise in horses. Am. J. Vet. Res.70, 787-795.

Pagan, J.D. et al (2014). Furosemide administration affects mineral excretion in exercised Thoroughbreds. In: Proc. International Conference on Equine Exercise Physiology S46:4.

Pekacar, S. et al (2021). Anti-Inflammatory and Analgesic Effects of Rosehip in Inflammatory Musculoskeletal Disorders and Its Active Molecules. Curr Mol Pharmacol. 14(5), 731-745.

Rivero, J.-L.L. et al (2007). ‘Effects of intensity and duration of exercise on muscular responses to training of thoroughbred racehorses’. Journal of Applied Physiology 102(5), 1871–1882.

Siciliano, P.D. et al (1997). Effect of dietary vitamin E supplementation on the integrity of skeletal muscle in exercised horses. J Anim Sci.75(6), 1553-60.

Sykes, B. et al (2013). Efficacy of a combination of a unique, pectin-lecithin complex, live yeast, and magnesium hydroxide in the prevention of EGUS and faecal acidosis in thoroughbred racehorses: A randomised, blinded, placebo-controlled clinical trial. Equine Veterinary Journal, 45, 16.

van den Berg, J. et al (1998). Water and electrolyte intake and output in conditioned Thoroughbred horses transported by road. Equine Vet J. 30(4), 316-23.

Vatistas, N.J. et al (1999) Cross-sectional study of gastric ulcers of the squamous mucosa in thoroughbred racehorses. Equine Vet J Suppl. 29, 34–39.

Waller, A.P., and M.I. Lindinger. (2022). Tracing acid-base variables in exercising horses: Effects of pre-loading oral electrolytes. Animals (Basel) 13(1), 73.

State Breeding Incentives for 2024 - on a state by state basis

Article by Ken Snyder

Nineteenth century British Prime Minister Benjamin Disraeli gets credit for coining the phrase “there are lies, damned lies, and statistics.”

Jockey club statistics showing the 2022 foal crop to be 18,200 in the U.S.—down from 19,200 in 2021--might come under the heading of “damned lie.” (Numbers for 2023 aren’t in yet.) 

The phrase is a caveat or admonition to not jump to conclusions with questionable deductions and pronouncements to what, in truth, are damned lies. First, the industry isn’t going over a cliff with foal counts. It operates in a free-market economy. There are gains and losses, “bubbles” when artificially high prices exceed real value, and “corrections” when prices drop to what they should be. 

With foal count, horse population, and racing in general, there are positive, remarkable achievements. In Pennsylvania, the state has experienced increases in foal count and anticipates more. Okay, it’s one state, but it belies that belief that the sky is falling.

Here are the numbers for PA in registered foals: 2017-549; 2018-606; 2019-623; 691 in 2020. Yes, there was a dip in numbers when a former governor attempted to raid the Racehorse Development Trust Fund (2021-593; 413-2022). But, said Brian Sanfrantello, executive secretary of the PA Horse Breeding Association, the foal count has bottomed out and the breeding industry should return to increasing foal numbers with a new governor. Further, five new stallions have come to the state for breeding in 2024.

A Stallion Series is a crown jewel of a breeding program that makes Pennsylvania breeding and racing literally worthwhile. Launched in 2022 it offered $600,000 in purses for stakes races for PA-bred two-year-old colts and fillies over two days of racing. On the first race day, colts and fillies raced for $100,000-dollar purses each. On the second day, they ran for $200,000. The Series attacked one problem for PA breeders and appealed to those out of state. 

“It’s costing forty thousand to fifty thousand dollars from the time you breed the mare to the time the horse races,” said Sanfrantello. “We’re trying to get the money back to the breeder as fast as possible.” 

The means this year, in addition to this Series, are eight two-year-old stakes races, four of which are for PA breds. For non-Series and other races, breeder awards are 40% for PA-sired horses (compared to 20% for non-PA-breds). “If it’s a fifty-thousand-dollar race, the winner would get sixty percent of the purse or thirty-thousand dollars. Plus, if it’s an open race not restricted, there is a forty percent owner bonus added to the purse or twelve-thousand dollars for total earnings of forty-two-thousand dollars for owners. A breeder-owner would get an additional sixteen-thousand eight-hundred dollars. The total? Fifty-eight thousand, eight hundred dollars.

The stunner is what breeder awards have totaled. The most striking example? Uptowncharlybrown won two of thirteen starts  and $125,000 in his career but he has earned in breeder and stallion awards $869,080.

Virginia, with twenty-seven race dates in 2023 at the Commonwealth’s lone racetrack, Colonial Downs, is obviously at the other end of the spectrum from year-round racing in Pennsylvania and other states. However, the Virginia Thoroughbred Association, of which Debbie Easter is executive director, is outdistancing any other state in how fast they are growing their racing industry.

We said, ‘What the heck, we may not be the biggest breeding state any longer, but what we can do and what we do have are farms and the training centers to raise horses.”

Starting basically from scratch when Colonial Downs re-opened in 2019 after closing in 2013, the foal crops had gotten down to a rock bottom, one hundred. This year Easter projects the crop will be 160, a 60% increase. Small potatoes in the general scheme of things but not the only means of building racing. 

“Starting this year, we’re paying for first, second and third anywhere in North America if you’re a breeder and bred a horse in Virginia,” said Easter. “By us paying win, place and show in North America all year long, that makes our program year-round. That’s a big advantage, we think, over other breeding programs. You don’t have to race in our state to get our money.” The award is 34% of the earnings added to the purse. Historical Horse Racing (HHR) generates the award money, which has increased the breeding fund from $500,000 to $2 million dollars in five years. 

Virginia has also initiated a “Certified Program” which covers a horse registered by The Jockey Club and conceived and foaled outside of Virginia, but residing in the state for at least a six-month consecutive period prior to December 31st of its two-year-old year.

“Our Certified guys are averaging about eight months or so a year here. We’re bringing in almost nine hundred horses in a year. We’ve grown the population of Thoroughbred horses in the last five years faster than we could ever have done it breeding horses. It absolutely saved our farms and training centers and the infrastructure that supports those farms.,” said Easter.

The big development with New York is state-bred, 2024 foals will run for the same purse amounts as open-company races. This year at Saratoga, maiden races restricted to two-year-old New York breds ran for $88,000 compared to $105,000 for two-year-olds in open company maiden races. ”It’s something that breeders in NY and horsemen who compete with NY breds have been advocating for a long time,” said Najja Thompson, executive director of the New York Thoroughbred Breeders.

Thompson added that this year there are also increases for New York breds whether sired by state sires or sired outside the state. For 2024, breeder awards are 40% for first place, 20% for second place, and 10% for third place, with a $40,000 cap award. Last year’s awards were 30% for first place and 15% for place and show finishes. A cap per award remains at $40,000.

Maryland’s biggest innovation this year is a two-tiered system, one tier for Maryland-sired and Maryland bred horses, and a second tier for Maryland-breds only. The system will begin with 2025 foals. “We are going to have a two-tiered system to try and reward MD sires as they do in Pennsylvania and other states,” said Cricket Goodall, executive director of the Maryland Horse Breeders Association.

Maryland’s best days will be when the $385 million Pimlico project is completed to rebuild the track from the ground up and also add a training center, according to Goodall.

“I think that you have to have a look to the future to be competitive,” said Goodall. She compares the project, which is projected for completion In what Goodall projects as “four to five years” to New York’s investment in Belmont Park. “Maryland is looking to be one of the states that is investing in racing and breeding.

Meanwhile, Goodall said Maryland is one of the states where stallion books have gone up this year.

Kentucky, of course, is the kingpin of American Thoroughbred breeding. While foal crops nationally have declined, Kentucky, from 2012 to 2021 increased in registered foals by just under 10%. Of the five top states for registered foals—Kentucky, Florida, California, New York, and Louisiana—Kentucky was the only one without a decrease in those years.

Strangely, the number of yearlings sold in North America in 2023—8,303, increased from 8,061 in 2013. That doesn’t correspond to decreasing foal crops. 

The principal reason for the overall decline in foals is increasing expenses, according to Duncan Taylor, senior Thoroughbred consultant and co-owner with three brothers of Taylor Made Farm just outside Lexington, Kentucky. “Costs just keep increasing, and they increase for all horses the same. I’m talking about daily board rate in Kentucky. The last eight years, probably, it has gone from thirty-five thousand to forty-five thousand dollars.” 

Vet care has gone up as well. “I had a mare that had to have a C-section. My bill was twenty-two thousand dollars,” he added.

“People can’t stomach these expenses on a less expensive horse. You got a million-dollar horse, you think ‘I’ve got a shot at getting it back because I could sell a five-hundred thousand, six-hundred-thousand-dollar yearling out of that horse.’”

The upshot is competition for the better horses offered in sales--what Taylor calls “more supply of a higher quality.” But what that also means, he said, is “It pushes the people in the lower part of the market out.” Hence, fewer breeders and foals.

Kentucky is awash in cash, which Taylor believes could stem the trend toward continuing foal crop decreases nationally. “All the purse money that is available to race for now, if it stays as good as it is, I don’t think we’ll continue to decline.”

Societal and cultural issues—challenges beyond, perhaps, the reach of horse racing as a sport and industry—are also factors in foal crops. Times have changed.

“At one time in this country, most of the large racing stables were owned by the kings of industry, with the horses coming from their own farms,” said Kent Barnes, former stallion manager at Shadwell’s Nashwan Farm in Lexington who currently directs the stallion division of Spy Coast Farm also in Lexington. “Unfortunately, in many cases, successive generations have either not shared in the passion, or had the wealth to carry on with these large operations, and most of these stables have been either dismantled or severely diminished.“

Duncan Taylor echoes Barnes’ observation. “The underlying condition is not enough people are in love that much with horses to where they want to have a big farm and raise them and then sell them. The condition is less breeders and that goes along with the declining foal crop.”

Ideas abound, some feasible, some not, some fantasy for getting foal crops back up. 

Evan Ferraro, director of marketing for Fasig Tipton, sees a breeding counterpart to racing syndicates as a potential answer. Racing syndicates both large entities and small, are popular. If there’s a way to encourage breeding syndicates that spread risk, they could be appealing.

Breeding to sell rather than race could be incentivized, according to Barnes. “I believe financial obligations are the primary barrier preventing more breeders from racing their own product.  A few years ago, several stallion owners came up with novel approaches to help the breeder decrease their risk going into the sales. Perhaps this same approach could be extended to allow breeders who choose not to sell to mitigate some of their risk going into racing. Stud fees could be deducted from race earnings. To make it more attractive to the stallion owners, there could be a sliding scale where they earn a higher percentage based on the horse’s performance.”

No matter the challenges, there are obviously bright, experienced, and energetic people at the controls of parts of the racing industry—people like Evan Ferraro, Debbie Easter, Brian Sanfrantello, Kent Barnes, Duncan Taylor and many more.

There is another phrase that may have application from someone who quoted Disraeli‘s phrase about statistics: Mark Twain. He said famously, “Reports of my death are greatly exaggerated.”

Racing is not dying. It is changing. And in everything, change is inevitable.

Where do we go from here?

The strange, but positive thing encountered in examining the declining foal crop and reasons for it, is that everyone interviewed had a different response to this question: What is the first thing you would do if put in charge of the industry? There were no limits put on the responses; the answers ranged from the completely improbable to things right under the industry’s nose. Even better, they span most aspects of racing from fan development to breeding.

First things first: fans. Empty grandstands on race days are par for the course and maddeningly accepted. To drive on-track attendance, Evan Ferraro, offered a simple, but great idea for weekends. “Open up the infields. Let people come in there. Let them bring their own stuff.” Add musical entertainment and things like face-painting for children or pony rides, and …voila, a family event for Saturday and Sunday afternoons. Stack that up against a $15 beer, $10-dollar hot dog, and $10 parking for a major league baseball game. Throw in a premium—cap, cups, etc.--and a free afternoon picnicking at the racetrack looks like a great day out. For racetrack management resting on laurels and reluctant to loosen purse strings fattened by off-track wagering and purses funded from casinos or Historical Horse Racing (HHR) machines, they could find a sponsor to add their logo to the racetrack’s giveaways. 

Ferraro added a familiar lament to his idea: “I don’t think we market our sport well anymore.

“I don’t think you can promote ‘our safety numbers are better.’ You gotta sell the races. That’s what has to drive everything to me. Create some familiarity and give customers a good experience.”

Add to all these things a focus on the “stars.” As recently as the 1970s and 1980s National Basketball Association playoff games were tape delayed. The sport, quite simply, was “meh”… until Larry Bird and Magic Johnson came along. This past year Cody’s Wish provided the public a truly moving story both on the track and more important, off the track in the horse’s relationship with the late Cody Dorman. “There was never a story by the major networks about Cody’s Wish,” said Ferraro. Thoroughbred racing has been silent since “Go Baby Go” was seen and heard on televisions more than twenty years ago. “Public relations,” anyone? 

Kent Barnes, sees a connection between attracting fans and foal crops: “The only way we could ever consider increasing our foal crop is if we can somehow get more end-users involved in the racing game. There is more and more competition out there every year for the public’s entertainment dollar and somehow, we have to attract back the fans, which increases the handle, thereby increasing purses and attracting owners.”

On another subject, the failure of a 140-mare cap for stallions in the U.S. frustrated Barnes, a respected and published researcher on the demise of sire lines and resultant inbreeding. He said, “I was disappointed in their reversal of the cap decision because I feel that if we limit the number of mares bred to each stallion, this ensures that the top stallions are getting the very best mares and also allows second-tier stallions to prove themselves by getting an increased number of mares.  

“There is no doubt stallions that failed to make their mark could have done so with enough mares of quality to prove themselves.”

Bloodstock agent Clark Shepherd pointed out the obvious without a 140-cap limit: “We’re limiting the gene pool. I get handed these mares that are fantastic on the racetrack, and they [clients] want me to do a mating for them. But when I sit down and do a mating, the mare’s bred like a stallion. So now what? It limits my choices.”

Here’s where foal crop numbers really might be, as British Prime Minister Disraeli said about numbers and statistics, “damned lies,” at least according to Shepherd. “I don’t know that a declining foal supply is a bad thing just because of supply and demand,” he said. “For the last three years, I’ve been waiting on the shoe to drop, and we keep going on this upward trend. 

“To me, it’s supply and demand.”

One factor in decline in foal numbers is, Shepherd said, “mom-and-pop” breeders leaving the business unable to afford stud fees for what he called “ultra-stallions.” “They don’t have the mares good enough to get into first-year stallions.”

Whether good or bad, Shepherd points to what he believes is an issue and factor in foal declines. “There’s a lot of mares, even stallions, that don’t need to be in production. If it’s a resulting decline in foal crop because of that realization, I’m okay with it. We’re striving to breed better horses and there’s less of them, and that creates more demand. It could be a good thing.”

On the issue of racehorse ownership Debbie Easter identified what she said is both the problem and a solution: “The problem is the owners don’t own the racetracks. Owners own the talent, but we don’t own the most important part of it:  the HHR or the things that fuel the whole game.”

The solution, in her opinion, is the Japanese model: “Owners are able to pay for their daily expenses with bigger purses earned over there.

“You have the cost of the horse and then there’s the daily cost of racing. I’ve always said, I think the guys would forgive the cost of the horse if they could just pay the daily cost…if they didn’t have to take it out of their pocket. I think we could grow ownership.” 

She wonders if there is too much racing. Contraction of the racing industry could possibly be the ultimate answer.

“Everywhere where racing is successful in this country—Saratoga, Del Mar, Keeneland—what do they all have in common? They don’t run year-round. And they’re in destinations where people want to come.” They also have capacity crowds.

Duncan Taylor, added a novel and, in truth, a not-to-be idea for horse owners. If he were commissioner and it was feasible “I would start purely an owners’ organization and it would be only owners with racehorses while they were running.

“I think they have the most to lose and the most to gain in an entrepreneurial way for improving the sport and not the mediocre management of the racetracks. I would try to get that group of people [owners] to actually buy the tracks.”

Answers? Solutions? Some are immediately viable from this story. Some are unlikely. And some are in a “perfect world” that won’t exist. 

There is, however, one thing on which everyone can agree: racing needs ideas.

State Incentives Tables 2024

What incentives are available in each state / province across North America

The value of good hoof balance and how to evaluate this alongside your farrier

Article by Adam Jackson MRCVS

Introduction

The equine foot is a unique structure and a remarkable feat of natural engineering that follows the laws of biomechanics in order to efficiently and effectively disperse concussional forces that occur during the locomotion of the horse.  Hoof balance has been a term used by veterinarians and farriers to describe the ideal conformation, size and shape of the hoof relative to the limb.  

Before horses were domesticated, they evolved and adapted to survive without any human intervention. With respect to their hoof maintenance, excess hoof growth was worn away due to the varied terrain in their habitat.  No trimming and shoeing were required as the hoof was kept at a healthy length.

With the domestication of the horse and our continued breeding to achieve satisfactory performance and temperament, the need to manage the horse’s hoof became essential in order to ensure soundness and performance.  The horse’s foot has evolved to ensure the health and soundness of the horse; therefore, every structure of the foot has an essential role and purpose. A strong working knowledge of the biology and biomechanics of the horse’s foot is essential for the veterinarian and farrier to implement appropriate farriery.  It was soon concluded that a well-balanced foot, which entails symmetry in shape and size, is essential to achieve a sound and healthy horse.  

Anatomy and function of the foot

The equine foot is extremely complex and consists of many parts that work simultaneously allowing the horse to be sound and cope with the various terrains and disciplines.    Considering the size and weight of the horse relative to the size of the hoof, it is remarkable what nature has engineered.  Being a small structure, the hooves can support so much weight and endure a great deal of force.  At walk, the horse places ½ of its body weight through its limbs and 2 ½ its weight when galloping.  The structure of the equine foot provides protection, weight bearing, traction, and concussional absorption.  Well-balanced feet efficiently and effectively use all of the structures of the foot to disperse the forces of locomotion. In order to keep those feet healthy for a sound horse, understanding the anatomy is paramount.   

The foot consists of the distal end of the second phalanx (short pastern), the distal phalanx (pedal bone, coffin bone) and the navicular bone.  The distal interphalangeal joint (coffin joint) is found between the pedal and short pastern bone and includes the navicular bone with the deep digital flexor tendon supporting this joint.  This coffin joint is the center of articulation over which the entire limb rotates.  The navicular bone and bursa sits behind the coffin bone and is stabilized by multiple small ligaments. The navicular bone allows the deep digital flexor tendon to run smoothly and change direction in order to insert into the coffin bone.   The navicular bursa is a fluid-filled sac that sits between the navicular bone and the deep digital flexor tendon.

The hoof complex can be divided into the epidermal weight-bearing structures that include the sole, frog, heel, bulbs, bars, and hoof wall and the anti-concussive structures that include the digital cushion, lamina, deep digital flexor tendons, and ungual (lateral) cartilage.  The hoof wall encloses the dermal structures with its thickest part at the toe that decreases in thickness as it approaches the heel.  The hoof wall is composed of viscoelastic material that allows it to deform and return its shape in order to absorb concussional forces of movement.  There is enough deformation to diminish the force from the impact and load of the foot while preventing any damage to the internal structures of the foot and limb.  As load is placed on the foot, there is deformation that consists of:

• Expansion of the heels

• Sinking of the heels

• Inward movement of the dorsal wall

• Biaxial compression of the dorsal wall

• Depression of the coronary band

• Flattening of the sole

The hoof wall, bars and their association with the sole form the heel base with the purposes of providing traction, bearing the horse’s weight while allowing the stability and flexibility for the expansion of the hoof capsule that dissipates concussional forces on foot fall.  The sole is a highly keratinized structure like the hoof wall but made up of nearly 33% water so it is softer than the hoof wall and should be concave to allow the flattening of the sole on load application. The frog and heel bulbs serve a variety of special functions ranging from traction, protection, coordination, proprioception, shock absorption and the circulation of blood.  

When the foot lands on the ground, the elastic, blood-filled frog helps disperse some of the force away from the bones and joints, thus, acting as a shock absorber.  The venous plexus above the frog is involved in pumping blood from the foot back to the heart when the foot is loaded.  In addition, there is shielding of the deep digital flexor tendon and the sensitive digital cushion (soft tissue beneath the sole that separates the frog and the heel bulb from the underlying tendons and bones).  Like the heel bulbs, the frog has many sensory nerve endings allowing the horse to be aware of where his body and feet are and allows the horse to alter landing according to the condition of the ground (proprioception and coordination).  

The soft tissue structures comprise and form the palmar/plantar aspect of the foot.  The digital cushion lies between the lateral cartilages and above the frog and bars of the horse’s hoof.  This structure is composed of collagen, fibrocartilage, adipose tissue and elastic fiber bundles.  The digital cushion plays a role in shock absorption when the foot is loaded as well as a blood pumping mechanism.  Interestingly, it has been found that the digital cushion composition varies across and within breeds.  It is thought the variation of the composition of the digital cushion is partially dictated by a genetic predisposition.  In addition, the composition of the digital cushion changes with age.  As the horse ages the composition alters from elastic, fat and isolated collagen bundles to a stronger fibrocartilage.  Finally, the digital cushion and connective tissue within the foot have the ability to adapt to various external stimuli such as ground contact or body weight.   The lateral cartilage is a flexible sheet of fibrocartilage that suspends the pedal bone as well as acting as a spring to store and release energy. The lamina is a highly critical structure for hoof health.  The lamina lies between the hoof wall and the coffin bone.  There are two types of lamina known as the sensitive (dermal) lamina and insensitive (epidermal) lamina.  The insensitive lamina coming in from the hoof wall connects to the sensitive lamina layer that is attached to the coffin bone and these two types of lamina interdigitate with each other to form a bond.

Hoof and Musculoskeletal System

The hoof and the musculoskeletal system are closely linked and this is particularly observed in the posture of the horse when resting or moving.  Hoof shape and size and whether they are balanced directly affects the posture of the horse.  Ultimately, this posture will also affect the loads placed on the skeletal system, which affects bone remodeling. With an imbalance, bone pathologies of the limbs, spine and pelvis may occur such as osteoarthritis.  In addition, foot imbalances result in postural changes that lead to stress to the soft tissue structures that may lead to muscle injuries and/or tendon/ligament injuries.  

Conformation and hoof balance 

The terms balance and conformation are used frequently and used to describe the shape and size of the limb as a whole as well as the individual components of the limb and the spatial relations between them.  Balance is the term often used to describe the foot and can be viewed as a subset of conformation.  

Conformation should be considered when describing the static relations within the limb and excludes the foot.  Balance should be considered when describing the dynamic and static relationship between the horse’s foot and the ground and limb as well as within the hoof itself.  

These distinctions between conformation and balance are important to assess lameness and performance of the horse.  Additionally, this allows the veterinarian and farrier to find optimal balance for any given conformation.

The term hoof balance does lack an intrinsic definition.  The use of certain principles in order to define hoof balance, which in turn can be extended to have consistent evaluation of hoof balance as well as guide the trimming and shoeing regimens for each individual horse.  In addition, these principles can be used to improve hoof capsule distortion, modify hoof conformation and alter landing patterns of the foot.  These principles are:

• Evaluate hoof-pastern axis

• Evaluate center of articulation

• The need for the heels to extend to the base of the frog

Assessing the horse’s foot balance by observing both static (geometric) balance and dynamic balance is vital.   Static balance is the balance of the foot as it sits on a level, clean, hard surface.  Dynamic balance is assessing the foot balance as the foot is in motion.  However, horses normally do not resemble the textbook examples of perfect conformation, which creates challenges for the farriers and veterinary surgeons.  The veterinarian should instigate further evaluation of the foot balance and any other ailments, in order to provide information that can be used by the farrier and veterinarian in formulating a strategy to help with the horse’s foot balance. With the farrier and veterinarian working cooperatively, the assessment of the hoof balance and shoeing of the foot should deliver a harmonious relationship between the horse’s limb, the hoof and the shoe.  

Dynamic Balance

The horse should be assessed in motion as one can observe the foot landing and placement.  A balanced foot when in motion should land symmetrically and flat when moving on a flat surface.  When viewed from the side, the heels and toe should land concurrently (flat foot landing) or even a slight heel first landing.  It is undesirable to have the toe landing first and often suggests pain localized to the heel region of the foot.  When observing the horse from the front and behind, both heel bulbs should land at the same time.  Sometimes, horses will land first slightly on the outside or lateral heel bulb of the foot but rarely will a horse land normally on the medial (inside) of the foot.  If the horse has no conformational abnormalities or pathologies the static balance will achieve the dynamic balance.  

Static Balance 

Hoof –pastern axis (HPA)

The hoof pastern axis (HPA) is a helpful guideline in assessing foot balance. With the horse standing square on a hard, level surface, a line drawn through the pastern and hoof should be parallel to the dorsal hoof wall and should be straight (unbroken).  The heel and toe angle should be within 5 degrees of each other. An underrun heel has been defined as the angle of the heel being 5 degrees less than the toe angle. The heel wall length should be roughly 1/3 of the dorsal wall.  In addition, the cannon (metacarpus/metatarsus) bone is perpendicular to the ground and when observed from the lateral side, the HPA should be a straight line.  When assessing the foot from the side, the dorsal hoof wall should be aligned with the pastern.  The optimal angle of the dorsal hoof wall is often cited as being 50-54°. The length of the dorsal hoof wall is variable but guidelines have been suggested according to the weight of the horse. 

It is not uncommon that the hind feet are more upright compared to the fore feet at approximately 5 degrees.  A broken hoof-pastern axis is the most common hoof imbalance.  There are two presentations of a broken HPA known as a broken-back HPA and a broken-forward HPA.  These changes in HPA are often associated with two common hoof capsule distortions that include low or underrun heels and the upright or clubfoot, respectively.    

A broken-back hoof-pastern axis occurs when the angle of the dorsal hoof wall is lower than the angle of the dorsal pastern.  This presentation is commonly caused by low or underrun heel foot conformation accompanied with a long toe.  This foot imbalance is common and often thought to be normal with one study finding it present in 52% of the horse population.  With a low hoof angle, there is an extension of the coffin and pastern joints resulting in a delayed breakover and the heels bearing more of the horse's weight, which ultimately leads to excess stress in the deep digital flexor tendon as well as the structures around the navicular region including the bone itself.  

This leads to caudal foot pain so the horse lands toe first causing subsolar bruising.  In addition, this foot imbalance can contribute to chronic heel pain (bruising), quarter and heel cracks, coffin joint inflammation and caudal foot pain (navicular syndrome).   The cause of underrun heels is multifactorial with a possibility of a genetic predisposition where they may have or may acquire the same foot conformation as the parents.  There are also environmental factors such as excessive dryness or moisture that may lead to the imbalance.

A broken-forward hoof-pastern axis occurs at a high hoof angle with the angle of the dorsal hoof wall being higher than the dorsal pastern angle.  One can distinguish between a broken-forward HPA and a clubfoot with the use of radiographs.  With this foot imbalance, the heels grow long, which causes the bypassing of the soft tissue structures in the palmar/plantar area of the foot and leads to greater concussional forces on the bone.  This foot imbalance promotes the landing of the toe first and leads to coffin joint flexion as well as increases heel pressure.  The resulting pathologies that may occur are solar bruising, increased strain of the suspensory ligaments near the navicular bone and coffin joint inflammation.

Center of articulation

When the limb is viewed laterally, the center of articulation is determined with a vertical line drawn from the center of the lateral condyle of the short pastern to the ground.  This line should bisect the middle of the foot at the widest part of the foot and demonstrates the center of articulation of the coffin joint.  The widest part of the foot (colloquially known as “Ducketts Bridge”) is the one point on the sole that remains constant despite the shape and size of the foot.  The distance and force on either side of the line drawn through the widest part of the foot should be equal, which provides biomechanical efficiency.    

Heels extending to the base of the frog

With respect to hoof balance, another component of the foot to assess is that the heels of the hoof capsule extend to the base of the frog.  The hoof capsule consists of the pedal bone occupying two-thirds of the space and one-third of the space is soft tissue structures. This area is involved in dissipating the concussional and loading forces and in order to ensure biomechanical efficiency both the bone and soft-tissue structures need to be enclosed in the hoof capsule in the same plane. 

To achieve this goal the hoof wall at the heels must extend to the base of the frog.  If the heels are allowed to migrate toward the center of the foot or left too long then the function of the soft tissue structures have been transferred to the bones, which is undesirable.  If there is a limited amount to trim in the heels or a small amount of soft tissue mass is present in the palmar foot then some form of farriery is needed to extend the base of the frog (such as an extension of the branch of a shoe).    

Medio-lateral or latero-medial balance 

The medio-lateral balance is assessed by viewing the foot from the front and behind as well as from above with the foot raised.   To determine if the foot has medio-lateral balance, the hoof should be bisected or a line is drawn down the middle of the pastern down to the point of the toe.  

You should be able to visualize the same amount of hoof on both the left and right of that midline.  In addition, one should observe the same angle to the side of the hoof wall.  It is important to pick up the foot and look at the bottom.  Draw a line from the middle quarter (widest part of foot) on one side to the other then draw a line from the middle of the toe to the middle sulcus of the frog.  

This provides four quadrants with all quadrants being relatively the same in size (Proportions between 40/60 to 60/40 have been described as acceptable for the barefoot and are dependent on the hoof slope).  The frog width should be 50-60% of its length with a wide and shallow central sulcus.  The frog should be thick enough to be a part of the bearing surface of the foot.  The bars should be straight and not fold to the mid frog.  The sole should be concave and the intersection point of both lines should be the area of optimal biomechanical efficiency.  

The less concavity means the bone is nearer to the ground, thus, bearing greater concussional force.  Finally, assess the lateral and medial heel length.  Look down at the heel to determine the balance in the length of both heel bulbs.  Each heel bulb should be the same size and height.  If there are any irregularities with the heel bulbs then sheared heels may result, which is a painful condition.  Medio-lateral foot imbalance results in the uneven loading of the foot that leads to an accumulation of damage to the structures of the foot ultimately causing inflammation, pain, injury and lameness.   Soles vary in thickness but a uniform sole depth of 15mm is believed to be the minimum necessary for protection.  

Dorso-palmar/plantar (front to back – DP) balance

Refers to the overall hoof angle and the alignment of the hoof angle with the pastern angle when the cannon bone is perpendicular to the ground surface.  When assessing the foot from the side, the dorsal hoof wall should be aligned with the pastern.  The optimal angle of the dorsal hoof wall is often cited as being 50-54°.  The length of the dorsal hoof wall is variable but guidelines have been suggested according to the weight of the horse. 

The heel and toe angle should be within 5 degrees of each other. An underrun heel has been defined as the angle of the heel being 5 degrees less than the toe angle. The heel wall length should be roughly 1/3 of the dorsal wall.  

A line dropped from the first third of the coronet should bisect the base.  A vertical line that bisects the 3rd metacarpal bone should intersect the ground at the palmar aspect of the heels.

Radiographs

A useful way to assess trimming and foot balance is by having foot x-rays performed.  Radiography is the only thorough and conclusive method that allows one to determine if the foot is not balanced and the bony column (HPA) is aligned. 

Shoes should be removed and the foot cleaned before radiographs are executed.  The horse is often placed on foot blocks to elevate the feet off the ground so that the foot can be centered in the cassette and x-ray beam.  

Latero-medial view – The side view of the foot allows one to assess the dorsal and palmar aspects of the pedal bone as well as the navicular bone.  The horse should be standing squarely on a flat, level surface.  This projection is useful in determining the point of breakover and the hoof pastern axis should be parallel with the hoof wall.  The lateral view will demonstrate the length of the toe and the alignment of the dorsal surface of the pedal bone with the hoof wall, which should be parallel.  This view also allows one to determine the depth of the sole and inadequate solar depth is usually accompanied with excessive toe length (broken-back HPA). One may observe a clubfoot, broken forward.  

One can distinguish between a clubfoot and a broken-forward HPA with radiographs.  The broken-forward HPA the hoof angle of the heel is greater than the angle of the dorsal hoof wall.  The clubfoot also demonstrates these steep/high hoof angles but additionally the alignment of the coffin, short and long pastern bones are broken forward.

Dorsopalmar/plantar views - this “front to back” view is also performed with the horse standing squarely on 2 positioning blocks.  This projection allows the evaluation of medial to lateral balance and conformation of the foot with observation and measurement of the medial and lateral wall length and angle.  Horses with satisfactory conformation present with a parallel joint surface of the pedal bone to the ground.  The coffin joint should be even across its width.  In addition, the lateral and medial coronet and the lateral and medial walls are of equal thickness and the distance from the lateral and medial solar margins to the ground are similar. 

With foot imbalance, this author has observed that fore feet may have a higher lateral hoof wall, whereas, the hind feet may have a higher medial hoof wall.  It is worth noting that the pelvis, stifle and hocks are adapted to move laterally allowing a slight rotating action as it moves.  This action may cause uneven wear or poor trimming and shoeing may cause this limb movement to be out of line.  

Trimming

Often, trimming and shoeing are based on empirical experience that includes theoretical assumptions and aesthetic decisions.   The goals of trimming and shoeing are to facilitate breakover, ensure solar protection and provide heel support.  Trimming is the most important aspect of farriery because it creates the base to which a shoe is fitted.  Hoof conformation takes into account the function and shape of the foot in relation to the ground and lower limb both at rest and exercise.  Each individual foot should have a conformation that provides protection and strength while maximizing biomechanical efficiency often viewed as foot balance. 

An important question that initially needs to be addressed is whether the horse requires shoes or not.  The answer does depend on what type of work the horse performs, what is the amount of workload, the conformation of the horse (especially the limbs and foot) and are there any previous or current injuries.  It must be stressed that the most important aspect, whether the horse is shod or not, is that the trim ensures an appropriately balanced foot for the horse. If there is poor trimming then this may lead to uneven and increased workload on the limb leading to an increased strain of the hoof and soft tissues (i.e. ligaments, tendons) that increase the risk of injury and developing acute and chronic lameness. 

The foot can be evaluated, trimmed and/or shod in a consistent, reproducible manner that considers:

1. Hoof-pastern axis (HPA)

2. The center of articulation

3. Heels extending to the base of the frog

Appropriate trimming and shoeing to ensure the base of the foot is under the lateral cartilage; therefore, maximizing the use of the digital cushion, can help in creating a highly effective haemodynamic mechanism.  Shoeing must be done that allows full functionality of the foot so that load and concessional forces are dissipated effectively.  

To implement appropriate farriery, initially observe the horse standing square on a hard service to confirm that the HPA is parallel.  If The HPA is broken forward or backward then these balances should be part of the trimming plan.  To determine the location of the center of rotation, palpate the dorsal and palmar aspect of the short pastern just above the coronary band and a line dropped vertically from the center of that line should correlate with the widest part of the foot. 

Shoeing

When the shoe is placed on the horse, the horse is no longer standing on its feet but on the shoe; therefore, shoeing is an extension of the trim.  The shoe must complement  the trim and must have the same biomechanical landmarks to ensure good foot balance.  It is this author’s view that the shoe should be the lightest and simplest possible.  The shoe must be placed central to the widest part of the foot and the distance from the breakover point to the widest part of the foot should be equal to the distance between the widest part of the foot and the heel. 

It has been shown that the use of shoes that lift the sole, frog and bars can reduce the efficient workings of the caudal foot and may lead to the prevalence of weak feet.  A study by Roepstorff demonstrated there was a reduced expansion and contraction of the shod foot but improved functionality of solar and frog support.   With this information, appropriate shoeing should allow increased functionality of the digital cushion, frog and bars of the foot, which improves the morphology and health of the hoof and reduces the risk of exceeding the hoof elasticity.  

Disease associated with hoof imbalance

As seen in the figure above, foot imbalance can lead to multiple ailments and pathologies in the horse.  It must be noted that the pathologies that may result are not necessarily exclusive for the foot but may expand to other components to the horse’s musculoskeletal system.  In addition, not one but multiple pathologies may result.  Diseases that may result from hoof imbalance are:

Conclusion

Foot balance is essential for your horse to lead a healthy and sound life and career. With a strong understanding of the horse anatomy and how foot imbalance can lead to lameness as well as other musculoskeletal ailments, one can work to assess and alter foot balance in order to ensure optimal performance and wellbeing of the horse.  It is essential that there is a team approach involving all stakeholders as well as the veterinarian and farrier in order to achieve foot balance. With focus on foot balance, one can make a good horse into a great horse.

Graded Stakes Winning Owners - Master Piece & O'Connor - Michael & Jules Iavarone

Article by Bill Heller

Is success more enjoyable the second time around? Michael Iavarone is finding out, on the racetrack, where he has reunited with trainer Rick Dutrow, Jr., and off.

Dutrow is making his own return following a 10-year suspension for drug violations. 

Off the track, Iavarone has rebuilt his own business after being nearly wiped out. “It took me a couple of years,” he said. “I built a bigger business than what I had.”

Iavarone’s love of horseracing traces back to growing up in Bethpage, Long Island, when he and his father fell in love with racing at Roosevelt, then the best harness track in the country with weekend crowds in the 20,000’s. “I loved it so much,” Iavarone said. “I remember it vividly. We’d eat in the Cloud Casino.”

In 1985, Iavarone and his father attended the second Breeders’ Cup at Aqueduct Racetrack, where he saw flawless victories by two incredible turf starts, Pebbles in the Turf and Cozzene in the Mile. “I was 15, and that just hooked me. Pebbles and Cozzene. It was something that always resonated with me. It never left.”

While he built a career as an accomplished investment banker, he began to dabble with Thoroughbreds. On September 28th, 2002, at Belmont Park, Iavarone claimed the New York-bred gelding Toddler for $75,000. He finished fifth in that race.

Iavarone entered him in the $250,000 Empire Classic for New York-breds. Sent off at 49-1, he finished last in the field of 12, beaten 43 ½ lengths. “It was my first race ever,” Iavarone said. “He was dead last. Got beat nearly 50 lengths. I realized you really needed money to do it.”

So he formed International Equine Acquisitions Holding (IEAH) the following year. Based in Garden City, Long Island, the business operated as a hedge fund with horses as the major asset. Iavarone was the co-CEO with Richard Schiavo, who oversaw administration. Major funding was provided by James Tagliaferri, who ran an asset management company, TAG Virgin Islands. Iavarone was responsible for all equine affairs. Initially, IEAH used four trainers, Dutrow, Dominick Schettino, John Terranova and Donald Chatlos Jr.

Although IEAH would campaign several top runners including Benny the Bull, the 2008 Eclipse Award Champion Sprinter, and Grade 1 winners Kip Deville, I Want Revenge, Court Vision and Breeders’ Cup Juvenile Fillies winner Stardom Bound, it will always be linked to Big Brown, a phenomenal horse who won seven of eight starts, including four Grade 1’s in 2008, the Florida Derby, Kentucky Derby, Preakness Stakes and the Haskell Invitational. IEAH was part of a partnership ownership of the son of Boundary out of the Nureyev mare Mien.

Trained for his first start by Pat Reynolds, Big Brown won his maiden debut by 11 ¼ lengths at Saratoga on the grass at odds of 14-1 under Joe Bravo. He was switched to Dutrow’s barn to prepare for his three-year-old season. Hall of Fame jockey Kent Desormeaux would ride Big Brown in all of his seven subsequent starts.

Dutrow called Big Brown “nothing but fun.”

All of Big Brown’s connections had nothing but fun as he won the Florida Derby by 12 ¾ lengths, the Kentucky Derby by 4 ¾ lengths despite breaking from the extreme outside post in the field of 20 and the Preakness Stakes by 5 ¼.

He would go off at 3-10 in the field of nine in the Belmont Stakes and not even finish the final leg of the Triple Crown.

“Coming out of the Preakness, he was fine,” Iavarone said. “He always had problems with his feet. He had glue-on shoes. He developed a real sore spot at the edge of the corona. We decided not to work him. When you don’t do the work, everyone notices. It turned into an abscess. It took away three days from training. As probably the most famous horse, PETA was calling all day long to not race him in the Belmont.”

The morning of the Belmont Stakes turned very weird. “It’s nine o’clock, and I’m in the shower,” Iavarone said. “I got out and went to the door. There are two guys with badges saying they’re the FBI. They show me a letter that had been sent from an unidentified person saying Rick Dutrow and me would be shot in the head if anything goes wrong with Big Brown. I called Rick. He didn’t care. I had two young kids with me. We had two FBI agents with us all day long, everywhere.”

The afternoon was worse than the morning. When Desormeaux walked Big Brown out of the horse tunnel at Belmont Park and onto the track for the post parade, he looked unbelievably upset. Breaking from the rail, Desormeaux pulled him suddenly to the far outside, and, instead of rallying, he kept getting farther away from the leaders. Desormeaux pulled him up and they walked slowly back to be greeted by his connections, all of them wondering what had happened.

“When he pulled up, I went running,” Iavarone said. “The FBI was running behind me. We go back to the barn. He was fine. Sound as a button. We don’t know why Kent pulled him up. He said, `I knew he was going to finish last. Why push him?’”

And the FBI presence? “To this day, we still don’t know about the threat,” Iavarone said.

Dutrow helped Iavarone place the Triple Crown in perspective. “Rick said, `We still won the Kentucky Derby and Preakness,’” Iavarone said. “That day was more difficult for the horse than it was for us, because he didn’t get the recognition he deserved.”

Big Brown bounced back to win the Grade 1 Haskell Invitational by 1 ¾ lengths and the $500,000 Monmouth Turf Stakes by a neck.

Iavarone has much more pleasant memories at Belmont Park thanks to the Cornell Ruffian Equine Hospital right across the street. IEAH built the facility, the only full-service equine hospital on Long Island. “It started with me having a horse needing to ship to New Bolton (in Kennett Square, Pennsylvania) for colicking and we had trouble getting a van,” Iavarone said.

The hospital opened in 2009, closed in 2011 due to financial difficulties and was sold to Cornell University and renamed in 2014. “We built it and it became very complicated,” Iavarone said. “We couldn’t own the facility. We had to lease the facility. It became very hard. So when Cornell came to us about buying it, I saw a chance. I sold it to them. I’m very proud of it.”

IEAH had bigger problems.

Tagliaferri had been investing money on behalf of its clients and receiving kickbacks disguised as consulting fees. In 2014, Tagliaferri was found guilty of investment advisor fraud, securities fraud and wire fraud causing his clients to lose $50 million. Iavarone was never charged with a crime, but felt the effects as IEAH folded.

“It just turned into a disaster,” Iavarone said. “He wiped out about 90 percent of my personal wealth. We liquidated horses and sold the hospital. It sent me in the wrong direction. I was living a great life. I had to go back to my roots.”

When he rebuilt his business, he felt comfortable to return to racing. He became a partner on Next Shares, a Grade 1 stakes winner who bankrolled nearly $1.9 million, and now owns 18 horses including his recent graded stakes winners Master Piece and O’Connor.

And he’s reunited with Dutrow, who scored one of the most meaningful victories in his career when White Abarrio won the 2023 Breeders’ Cup Classic. “Rick and I have been friends forever,” Iavarone said. “Taking 10 years from a guy’s life? At the end of the day, I hope he learned a lesson. He’s a completely changed person now. The suspension humbled him.”

Dutrow said, “I had a ball training for Mike. He’s got a great personality. I will like anybody in the world who sends me horses like he does. He’s got to send me more horses.”

Graded Stakes Winning Owners - Nobals - Vince Foglia (Patricias Hope LLC)

Article by Bill Heller

Nobals’ victory in the Grade 1 Breeders’ Cup Turf Sprint was the culmination of an incredible year for Vinnie Foglia, who races as Patricia’s Hope LLC, and his trainer/close friend Larry Rivelli. Patricia’s Hope LLC was also a partner on Two Phil’s, who sandwiched dominant Grade 3 stakes victories in the Jeff Ruby Stakes and Ohio Derby around his brave second by a length in the Grade 1 Kentucky Derby. “It was a hell of a year,” Foglia said.

Actually, it’s been a hell of a long friendship between Foglia and Rivelli. “I think it was the Italian thing,” Foglia said. “We hit it off immediately. It’s so cool that we’re that tight. We live in the same community. We golf together. We’re members of the same country club. We hang out together.”

They’re also native Chicagoans. “Someone told me he wanted to claim a horse,” Rivelli said. “The guy recommended me. I talked to Vinnie for five minutes. Same town. Both Italians. From then on, we were just buddies. It ended up a great friendship with him and his family. They’ve been successful. They’re the greatest people on the planet. Just great people.”

Both Vinnie, his father Vincent and his mother Patricia, have spent their lives helping people.

Vinnie’s father was the co-founder of Sage Products Inc, a medical supply company which developed and manufactured healthcare products for hospitals throughout the country in Cary, Illinois.

“My first position in health care almost 60 years ago was as a salesman for MacBick, which sold medical supplies to hospitals,” Vinnie’s father said in an online interview. “I wanted to be part of it. I am truly passionate about healthcare. It’s been my life’s work and dedication for almost 50 years. I love this industry. I know right now that someone in a hospital is benefitting from one of our products. I’ve always wanted to be part of something that matters. And what could matter more than patient safety? After all, we’re all going to be patients some day!”

When his company prospered, he began a legacy of philanthropy, one his son is proud to continue. In 1995, his father founded the Foglia Family Foundation in Chicago. Its major areas of support are education and health care. “As part of our interest in health care, we’ve always supported high-quality behavioral health treatment,” his father said. “We are aware that addiction and suicide rates are soaring and demand for treatment is growing. Much of this care is unfunded and relies on doctors. Yet even with charitable gifts, behavioral health organizations are still only able to scratch the surface of the need.” 

Foglia is rightfully proud of his father: “He is a role model. My father gets pleasure helping people who are less fortunate. That’s what I do. We have over 100 charities that we support.”

One of them, Let It Be, places kids, including children with special needs, in foster homes. “I’m on the board,” Foglia said. “I’m on a few boards, all not-for-profit.”

  Foglia began working for Sage when he was 16. “I started out sweeping with a broom,” he said. “When we sold the business to Striker Home Care Medical in 2016, that allowed us to start buying thoroughbreds.” He honored his mother by calling his stable Patricia’s Hope LLC.

Horses were always in Foglia’s head, ever since he visited Arlington Park when he was 12. “I grew up in Arlington Heights,” he said. “My high school was right down the street. I knew jockey E.T. Baird. I knew grooms and hotwalkers.”

That end of the business never appealed to Foglia. Owning horses did: “It’s as exciting as you can have competitively without breaking a sweat.”

One of his first lessons was to avoid something that guarantees sweat: “I learned that, after five or six years, don’t do the bookkeeping. It takes away the fun. You can get sticker shock.”

Not with Nobals. The five-year-old gelding by Noble Mission out of Pearly Blue by Empire Maker sold for $3,500 at the Fasig-Tipton October, 2020 Yearling Sale to owner/trainer LeLand Hayes. Nobals won his maiden debut at Presque Isle Downs by four lengths and was re-sold to Patricia’s Hope LLC and Rivelli. “After he won, someone presented the horse,” Ravelli said. “A horse has to absolutely jump off the page for me to want to buy it. It was the way he won his race.”

Nobals has been winning races all over North America ever since Foglia purchased him. In 18 career starts, he’s raced at 11 different tracks: Presque Isle Downs, Arlington Park, Churchill Downs, Delmar, Turfway Park, Woodbine, Saratoga, Keeneland, Horseshoe Indianapolis, Colonial Downs and Santa Anita. His 10 wins and three seconds helped him earn $1,453,274.”

Now Two Phils, who posted five wins, two seconds and one third in 10 starts, making $1,583,450, is standing stud at WinStar Farm for $12,500. Nobals is enjoying a well-earned rest. 

Together, Two Phils and Nobals earned $3 million. Two Phils took Foglia to his first Kentucky Derby, and the thrill of finishing second in America’s race will last a lifetime. But at Santa Anita, Nobals gave Foglia his first grade 1 stakes victory.  

“That was very cool,” Foglia said. “The goal from the start was to win a Grade 1.”

Patricia’s Hope fulfilled.