Graded Stakes Winning Owners - Bill and Tammy Simon (WSS Racing) – Brightwork

Article by Bill Heller

Bill Simon, the former president and CEO of Walmart, quickly learned the difference between Walmart and racing. “There’s no everyday low pricing in horse racing,” he laughed.

Simon was at Walmart from 2006–2015. “Do I miss it?” he said. “I miss the people. But I don’t miss a million and a half people reporting to me. When I left Walmart, I was looking for something to share with my wife Tammy.  She grew up on a farm in North Carolina.”

Thoroughbreds seemed like a good fit. Success came surprisingly quickly.
“We’re very methodical,” Simon said. “I try to work with good people.” 

He certainly has two good people—his trainer John Ortiz and his bloodstock agent Jared Hughes. Oritz said his connection with the Simons “has been life-changing. They’re so supportive. They make me better, not only as a trainer, but also as a person.”

Ortiz knows he’s working with a remarkable person.

Born in Manchester, Connecticut, Simon graduated from the University of Connecticut, earning a Bachelor of Arts in economics and an MBA in management. While in college, he made his first trip to a racetrack, going to Saratoga Race Course.

He served in the U.S. Navy and Naval Reserves for 25 years, receiving commendations for combat service in Grenada and in Lebanon as part of a multinational peacekeeping force. At Walmart, he was instrumental in the company’s pledge to hire any returning veteran.

Before Walmart, Simon worked at several global companies including Brinker International, Diageo, Cadbury-Schweppes, PepsiCo and RJR Nabisco. He developed and launched Smirnoff Ice in the United States.

In the public sector, he was secretary of the Florida Department of Management Services, dealing with health care benefits, human resources, the Florida retirement system, facilities management and real estate from 2002 through 2004. 

From 2018–2020, he served as chair of the Defense Business Board for Defense Secretary James Mathis. He is currently a senior advisor to the investment firm KKR and is the founder and president of WSS Venture Holdings.

Because of his vast experiences, Simon felt it unnecessary to hire a top-tier trainer and is very happy he chose Ortiz and Hughes. “I’ve already done a lot of things in life,” Simon said. “I traded spreadsheets and profits and losses statements for pedigrees and Racing Forms. It starts with two years trying to figure out where we could operate in this business. We started with claimers as everybody does. Then we focused on buying young horses.”

He’s delighted he has Ortiz and Hughes on his team: “I’m learning from Johnny and Jared. I have some things to teach them, too. I know how to run a business. This is a hard business. We grow together. Jared is a good horseman. John is an incredibly intuitive horseman. We have a better chance because we’re doing the work together. A lot of it is good, hard work.”

The work has paid off. Bill and Tammy found two relatively cheap stars. Barber Road, named for a road in North Carolina, cost $15,000. He broke his maiden in a $30,000 claimer. Simon told Molly Rollins in a March 8, 2022 story in the Blood-Horse, his rationale for the drop-down after Barber Road finished a distant fourth in a maiden special weight debut: “We knew he was special, but we thought, well, you know a $15,000 weanling running in a $30,000 maiden claimer—no one is going to take him; so why not give him a really good blow against an easier crowd and get things started? And that’s what we did. You have to be brave to take a $15,000 horse running for $30,000.”

After a 6 ¼-length romp in a starter allowance, Barber Road took the Simons on the 2022 Kentucky Derby trail, finishing second in the $200,000 Lively Shively Stakes, second in the $250,000 Smarty Jones Stakes and second again in the Gr. 3 Southwest Stakes. He was beaten just a half-length when third in the Gr. 2 Rebel, and finished second again in the Gr. 1 Arkansas Derby.

That led him to the 2022 Gr. 1 Kentucky Derby. He rallied from far back to finish sixth. “We had a huge Kentucky Derby party,” Tammy said. “It was really a neat thing for everybody. It was great. That meant so much to me and my family.,”

Barber Road finished seventh in the Belmont Stakes and most recently was fourth in the Gr. 3 Blame Stakes at Churchill Downs, June 3. He’s made just under $800,000.

The Simons’ undefeated two-year-old filly Brightwork, who upped her record to four-for-four by winning the Gr. 1 Spinaway Stakes at Saratoga September 3, cost $95,000 and has already earned $444,051. She’s never been the favorite in any of her starts, including a five-length romp in the Gr. 3 Adirondack Stakes before the Spinaway.

“I kind of like not being the favorite,” Tammy said. “That little filly has been amazing. To watch her come down that stretch at Saratoga—it was such an incredible feeling. Her breeders were also there with us. I turned around and every one of us was crying. It was John’s first Gr. 1 and our first Gr. 1. It was really special. She’s a diva. She knows she’s special.”

Her husband said he wasn’t too nervous before the race: “Whenever I get nervous, Johnny tells me in poker, you don’t know what other people’s hands are, but you know your hand. I loved my hand.”

After the Spinaway, he said of her half-length victory at Saratoga, “I never imagined we’d win at a place like that. Holy cow! I’m excited to see what she does next.” 

Graded Stakes Winning Owners - Nick and Delora Beaver (Bell Gable Stable) – Nutella Fella

Article by Bill Heller

When Nick Beaver married Delora, he told her, “One of these days, I’d like to have a horse or two or three.” She replied, “You better make enough money to pay for it.”

He did exactly that – with her help. “When I came out of the [U.S.] Navy, I worked with a labor contractor,” Nick said. “I worked for them for about 10 years. Delora said, `Move out on your own.’ We haven’t looked back since. Now we have five companies.”

And horses. Since 2017. “I claimed a horse for $5,000 on a Thursday or a Friday,” Nick said. “By Sunday, we had three more.”

Nick Beaver grew up in racing, literally. His mother was a waitress in the clubhouse at Waterford Park, which is now Mountaineer Park in West Virginia. “I never had a dad,” Beaver said. “My mom raised four boys on her own. I was the youngest.”

In 2019, the Beavers decided to buy a pricey yearling at the Fasig-Tipton Mid-Atlantic Sale. “We looked at 10 or 12 yearlings,” Beaver said. “We focused on Maryland Brando, a colt by Flatter out of the More Than Ready mare Apple Cider. “The reserve was going to be $100,000,” Beaver said. “We bought him for $250,000.”

Beaver decided he needed another trainer for such a nice horse and reached out to Gary Contessa, a successful trainer in New York who had recently left the business. “I had a bunch of claimers and barely made enough,” Contessa said. “I had enough with the Department of Labor.”

Beaver reached out to Contessa: “I asked him if he would decide what to do with this horse. Gary came down to Delaware. This horse dragged Gary back into the business. I asked him what it would take for you to train this horse. He said, `Being your private trainer.’ I asked Delora. She said, `That works.’ He became our trainer.”

Maryland Brando made a spectacular debut at Delaware Park, August 2, 2021, winning a maiden race by 11 ½ lengths. Maryland Brando then finished 10th in the Gr. 3 Sanford Stakes at Saratoga and a distant fifth in an allowance race in Delaware. Given a long time to recover, Maryland Brando returned in an allowance race at Laurel Park, April 14, 2022. He finished seventh by 20 lengths.

Things got worse. “One day, he got loose on the track,” Beaver said. “He ran through a fence and had to be euthanized. I cried. It was horrible. It was gut-wrenching.”

Then the Beavers went to the 2022 Keeneland September Sale. Instead of spending $250,000, they invested $12,000 to purchase Nutella Fella, a son of Runhappy out of Kristy’s Candy by Candy Ride. “He was in book six,” Beaver said. “It was really late in the sale. Nobody was bidding on him. He came out and looked good. Delora said, `Don’t go over $30,000.’ We get to $12,000. We got him. We were ecstatic. We liked Runhappy.” 

Contessa said, “He’s the spitting image of Runhappy. Looks just like his father.”

In 2023, Contessa switched from Bell Gable Stable’s private trainer to general manager with the stipulation that if one of their horses was good enough to race in New York, Contessa would train him.

“Nick grew up in a racing family,” Contessa said. “He was sleeping in the tack room. He’s a very passionate man about the game. He’s a good guy—a very smart guy.”

When Nutella Fella made his debut in a maiden race at Delaware Park on July 26, Richard Silliman was the trainer. 

And both Silliman and Contessa had a challenge. “He had no issues in the gate early in his training,” Beaver said. “One day in the gate, he freaks out. Something triggered it. He was a nutcase. He was flipping backwards before the gate. He became a nightmare. We worked with him. The Delaware gate crew tried using voice commands. They got him to walk into the gate.”

Nutella Fella’s final work before his debut revealed he had another trait—a very good one. “Our horse comes through the turn and almost collides with other horses,” Beaver said. “Then he got dirt kicked in his face. The minute that dirt hit him in the face, he became possessed. It made him mad. He took a hold of the bit. He went right past them.”

Contessa came to Delaware Park for Nutella Fella’s debut: “He was a handful in the paddock. A handful in the post parade. A handful at the gate. He did everything wrong. He broke dead last. And he won going away.”

The margin under Kevin Gomez was 2 ¼ lengths.

“Nick said, `I want you to take him to Saratoga and run in the Hopeful,’” Contessa said. “I picked him up and took him to Saratoga. He was really bad in the gate.”

A field of 10 contested the $300,000 Gr. 1 Hopeful Stakes at Saratoga on September 4. Junior Alvarado took the mount off Nutella Fella’s impressive final work, three furlongs in :34 4/5 breezing. Bettors weren’t impressed and sent him off at 54-1.

Nutella Fella literally walked out of the starting gate. “It was the same way at Delaware,” Contessa said. “He’s pulling Junior and I said, ' We might be okay here.’ He’s 100 percent racehorse.’” 

Yeah, but he was at least seven lengths behind the horse in next-to-last on the backstretch.

Alvarado’s ride was masterful, cutting inside of horses then angling out at 45-degrees to the far outside. Nutella Fella did the rest, winning by a length and a half.

At 54-1.

“We made so much money,” Beaver said. “We bet him to win and place.” Everyone in his family made money.

“People don’t believe this horse,” Delora said. “I get it. He has to prove it. We know he’s a good horse. We’ll see if he’s the real deal.” 

Barry Schwartz

Article by Bill Heller

What is more exciting for an owner and breeder than a two-year-old colt with talent? Former New York Racing Association Chairman of the Board and CEO Barry Schwartz’s New York-bred colt El Grande O certainly gives him reasons to dream. Off a head loss in the Funny Cide Stakes at Saratoga on August 27th, El Grande O dominated five rivals on a sloppy track at Aqueduct September 24, scoring by 8 ¼ lengths as the 3–5 favorite in the $125,000 Bertram F. Bongard Stakes under José Ortiz. Linda Rice trains the son of Take Charge Indy out of Rainbow’s Song by Unbridled’s Song who has two victories, three seconds and one third from his first six starts with earnings of $204,000.

El Grande O is Schwartz’s 26th Thoroughbred to win more than $200,000—a list that includes his top earners Boom Towner, Voodoo Song, The Lumber Guy, Kid Cruz, Princess Violet, Three Ring and Fire King. All of them earned between $700,000 and $1 million.

Now 81, Schwartz and his wife Sheryl still reside at their farm, Stonewall Farm, in northern Westchester County, with a second home on the ocean in California. Schwartz keeps busy playing the markets and running his horse stable.

The Calvin Klein years

It seems like forever since he and his childhood pal Calvin Klein, took Calvin Klein Inc. from a $10,000 initial investment to a global operation, which they sold for $430 million smack in the middle of Schwartz’s four-year reign at NYRA.

Schwartz and Klein, who both lived in the Bronx and had fathers who owned grocery markets in Harlem, went into their first partnership when they were nine, reselling newspapers and collecting bottles. “We’d go to the newsstand when the papers came in early evening,” Schwartz said. “We bought them for a nickel and sold them for a dime. We’d go to all the hotels, especially in the summer. On a good night, we’d make $3 apiece. That was a big deal then.”

When they began Calvin Klein Inc., they rented room 613 in the New York Hotel in Manhattan. The front door was open and faced the elevator. Calvin had the six women’s coats he had manufactured with Barry’s investment. 

One morning the elevator stopped on the sixth floor. One passenger walked out while another noticed the coats and got off. That passenger was Don O’Brien, the general manager of Bonwit Teller, one of New York’s most fashionable stores. 

Schwartz was home when Klein called him with great news: “You’ll never believe this. I got a $50,000 order from Bonwit Teller!” Schwartz replied, “Who’s Bonwit Teller?”  

He figured it out, and Calvin Klein, Inc. went onto incredible success.

The NYRA Years

In the four years Schwartz served as Chairman of the Board and CEO of NYRA from October 2000, to October 2004, racing in New York reached a pinnacle, a shining example of how racing should be operated—when fans and bettors mattered; when the right people in the right positions made the right decisions. 

It didn’t last. When Schwartz departed out of utter frustration from battling politicians and their inept decisions, racing in New York was never the same. It was almost like it was a mirage—a wonderful mirage.

But it was real. It was Camelot at Aqueduct, Belmont Park and Saratoga.

That he did this while he continued to operate Calvin Klein, Inc. is remarkable. To do it, he had to commute 30 to 45 minutes through New York traffic every morning. And he did NYRA pro bono.

Why? Because he cared deeply about racing, specifically New York racing. Schwartz’s goal at NYRA was straightforward: “to make New York racing No. 1 in the world.”

Schwartz, who had been a member of the NYRA Board since 1994, was approached by acting CEO and Chairman of the Board Kenny Noe, who had decided to retire in the fall of 2000. “I was excited to be asked,” Schwartz said. “I was flattered. My two biggest supporters were Kenny Noe and Dinny Phipps (head of the Jockey Club). Dinny pushed for it. I was kind of flabbergasted, but I was thrilled. I got really energized. It gave me purpose, something to sink my teeth into. I went gangbusters, all in.”

Klein backed Schwartz’s decision. “The best thing that happened was that there was a long time before I took over,” Schwartz said. “I could work out the schedule I’d have to use. I spoke with Calvin about it. He thought it was a good idea. He always said, `If you’re near a phone, what’s the big deal?’”

So he did both. “At NYRA, my first two years were wonderful,” Schwartz said. “My first two years were a honeymoon. The next two years were just horrible.”

On the first day Schwartz took over NYRA and the three racetracks it operates—Belmont Park, Saratoga and Aqueduct—Schwartz went on NYRA’s new website, which had been designed by his son-in-law Michael, and asked fans and bettors what changes they wanted NYRA to make.

Then he made the changes, empowering fans, bettors and handicappers because he has always been a fan, a bettor and a handicapper.

This was a seismic shift in racetrack management, giving the people who support racing with their hard-earned cash every day a chance to impact the process. 

“On the website, we asked fans what they wanted,” Schwartz said. “We did that several times. Everybody loved that. The bettors could participate in the process.”

Bettors had never been asked that.

“It was genuine,” Bill Nader, former NYRA senior vice president, said. “He cared. He knew they cared. They shared the passion. It was a mind-blowing experience. It was exceptional, and I thought it was great that he heard their voice, that he gave them a seat at the table. He listened to what they said. He wanted to grow the business. He wanted to improve the business. Without consulting the customer, how do you do this?”

That initial fan survey on NYRA’s website received more than 4,000 responses. Schwartz responded by immediately making changes. Uniform saddle cloth pads—the 1 horse is red, the 2 horse is blue, etc.— made it easier to follow horses during a race. Claims, when someone purchases a horse that had just raced, were announced to the public. Barry also instituted a shoe board displaying each horse’s shoe type before every race.

A couple months after those changes, Schwartz said, “It really is true: talking to the fans is important. I’m going to continue involving the fans as long as I’m here. Without them, there’s no sport.”

On his first day, he promoted Bill Nader from Simulcast Director to Senior Vice President of Racing and watched Nader become one of the most respected racing officials in the world, serving as director of racing in Hong Kong for 15 years before becoming the president and CEO of the Thoroughbred Owners of California, June 21, 2022.

Schwartz said, “Bill was grossly underpaid. I didn’t want to lose him. When I reviewed the personnel and salaries, this guy was so underpaid; and I wound up signing him to a three-year contract. I wanted to make sure that he stayed. He was really close to me. When I got my people together, Bill was clearly the smartest guy in the room. He was the best guy I had.” 

Nader told Schwartz, “Wow, I’m thrilled, but I’m surprised.” Schwartz responded, “No, I’ve been watching.”

Nader’s appreciation of Schwartz’s support and impact hasn’t subsided more than 20 years later. “From day one, he just got behind me. That’s a huge amount of trust. He made me. He was the one person that changed the course of my life, providing me with the opportunity at NYRA. Six years later, the door he opened for me at NYRA led me to Hong Kong. He changed the path of my life, and I will be forever grateful.”

Schwartz didn’t take long to help all his employees in the first year. “NYRA got $13 million from Nassau County because NYRA had been overbilled for taxes,” Schwartz said. “I gave everybody a five-percent raise and a five-percent Christmas bonus. It was a big deal for the employees. They had never gotten a Christmas bonus.”

There was a new vibe at NYRA, and you could feel it. “What differentiated Barry was Barry was a New York guy,” top jockey-turned TV commentator Richie Migliore said. “He created his success through hard work. He was as comfortable shooting pool in the jockey room as he was in the boardroom. I remember him beating Jorge Chavez, who thought he was a really good pool player. Barry smoked him.”

Breeders’ Cup 2001

There were many shining moments during Schwartz’s four years, perhaps none more important than supervising the 2001 Breeders’ Cup at Belmont Park just weeks after the tragedy of 9-11 had left a city and a nation broken.

Like every other person in America, Schwartz remembers vividly the horror of 9-11 unfolding: “I was home in New Rochelle, getting dressed and ready to go to the farm. We were building our house there. It was in the very beginning. I saw the first plane hit. I told Sheryl, some idiot just flew his plane into the Trade Center. A few minutes later, I’m driving to the farm, and we hear about the second plane hitting. We spent the whole day at the farm. It was a safe haven at a very scary time. Sheryl’s brother got my kids out of the city.”

Belmont Park, in Elmont, Long Island—just 12 miles from “ground zero”—had already been selected to host the 2001 Breeders’ Cup on October 27, less than two months later; and no one was quite certain if that was still going to happen. “We had conversations with everybody,” Schwartz said. “I was in the same camp as Dinny. I thought it was very important to show New York was alive and well.”

Breeders’ Cup President D.G. Van Clief Jr. issued a statement saying, “Obviously, on the morning of Sept. 11, the world changed, and it certainly changed our outlook on the 2001 World Thoroughbred Championships. But it is very important for us to stay with our plan. We’d like it to be a celebration and salute to the people of New York.” 

Schwartz leaned heavily on Nader to get it done. “It was challenging,” Nader said. “We literally worked 18 hours a day. There was the normal preparation. Then the security side. Nobody minded the extra hours. We wanted to be sure we didn’t miss a thing. It was the most rewarding race day of my career because of what it meant. We were beat up. We were sad. We were down. There was a clumsy period of what to do. What is appropriate? The uncertainty of running the Breeders' Cup at Belmont? For horse racing fans, it meant a lot that they could return to the track and feel good, feel alive. I believe it was the first international event held in New York after 9-11. For me, I’m not sure there has been a better day of racing than that.”

On October 11, Sheikh Mohammed al Maktoum’s private 747 arrived at JFK International Airport from England. On board, were three of Godolphin Stable’s best horses including Arc de Triomphe, Juddmonte International winner Sakhee and major stakes winner Fantastic Light. They were accompanied by two FBI agents, four customs agents and three carloads of Port Authority police. There were no incidents, and the European horses settled in at Belmont Park. 

The day broke sunny. There were shooters on the roofs of many Belmont Park buildings carrying AKA assault rifles. “They were very visible,” Schwartz said. “We had sharpshooters on the roof. I went up to the roof, and the guys were just laying down with rifles. It was scary.”

Nader said, “Seeing the snipers on the roof, I thought, how are people going to handle this? Once the races began to flow, it became one of the greatest events I’ve ever been involved in.”

At the opening ceremonies, dozens of jockeys accompanied by members of the New York State Police and Fire Departments lined up on the turf course, each jockey holding the flag of his country. Following a bagpipe rendition of “Amazing Grace,” Carl Dixon of the New York State Police Department sang the national anthem.

Hopes for an all-positive afternoon disappeared before the first Breeders’ Cup race, the Distaff, when Exogenous, who had won the Beldame and Gazelle Stakes, reared and flipped while leaving the tunnel, slamming her head on the ground. The filly was brought back to Hall of Fame trainer Scotty Schulhofer’s barn but died several days later. Her death was only two years after Schwartz lost his brilliant filly Three Ring when she fell and hit her head in the paddock and died in front of Schwartz and Sheryl before her race.

The climax of the day was the $4 million Breeders’ Cup Classic matching the defending champion, Tiznow, against Sakhee, European star Galileo and Albert the Great. In the final sixteenth of a mile, Sakhee took a narrow lead on the outside of Tiznow, who responded by battling back to win the race by a nose. Announcer Tom Durkin captured the moment beautifully, shouting, “Tiznow wins it for America!”

America had won just by running the Breeders’ Cup as planned. That made NYRA, Schwartz Nader, and the rest of their team, winners, too.

Breeders Cup 2022 – the pick-six scandal

A year later, a day after the 2002 Breeders’ Cup Classic at Arlington Park in Chicago, Nader’s quick actions saved racing from further embarrassment when three fraternity brothers from Drexel University were not paid on their identical six winning $2 Pick Six tickets worth a total of more than $3 million.

Nader hadn’t even attended the Breeders’ Cup that Saturday, but he was at Belmont Park the following morning when he noticed something strange about the Pick Six, which had just six winning tickets from a single place, Catskill (New York) Off-Track Betting. “I asked Jim Gallagher to get the configuration of the tickets,” Nader said. “I looked at it, and I said, `Oh, man, this is a real problem. This is a scam.’ Catskill had made up just one-tenth percent of the Pick Six pool. The tickets were the same ticket six times. And the singles were in the first four races with all the horses in the last two.

“Back then, you didn’t get paid until the weekend ended. I called Arlington Park. I begged them not to pay it. The guy said, `Okay, Bill. I won’t pay them until you tell me.’ Then I called the TRPB (Thoroughbred Racing Protective Bureau).”

The tickets had been altered after the fourth race to list only the winning horse. Subsequently, investigators found that the fixers had tested their scam twice before the Breeders’ Cup. Additionally, they also had been successfully cashing counterfeit tickets of uncashed tickets all over the East Coast. The scam had been exposed before the cheaters got paid.

Racing’s image took a big hit from this, but it would have been much worse if Nader hadn’t acted. “It meant a lot,” Schwartz said. “If it came out after it was paid, it would have been disastrous.” 

Backing José Santos

Seven months later, Hall of Fame jockey José Santos, who had won the 2002 Breeders’ Cup Classic on 43–1 Volponi for Hall of Fame trainer Phil Johnson, also won the 2003 Kentucky Derby on Funny Cide. A week later, the Miami Herald broke just about every journalism standard there is, alleging that Santos had used a buzzer to win the race from a single phone interview with Santos, whose English was pretty good but not 100 percent; and a single photo the Herald deemed suspicious. This created national and international headlines that Saturday morning, and Santos learned the bad news that morning at Belmont Park, when he was having breakfast with his son, José Jr., at the backside kitchen.

Schwartz responded immediately for NYRA. He got the “suspicious” photo blown up, and it showed conclusively that what looked like an object in Santos’ hand was just the view of the silks of Jerry Bailey riding Empire Maker behind Funny Cide. Besides that, Santos would have needed three hands to carry his whip, the reins and a buzzer.

“NYRA defended me 100 percent as soon as it came out,” Santos said 20 years later. “They did everything to clear my name.”

A hearing in Kentucky two days later confirmed how ludicrous the allegations had been—mistakes the Herald paid for in Santos’ successful lawsuit against the paper.

Schwatz’s legacy

Schwartz’s biggest contribution at NYRA was lowering takeout—the amount of money taken from people’s bets—which, in turn, increases handle, allowing corresponding increases in purse money. Schwartz’s simple logic, which he had used his whole life at Calvin Klein, Inc., dictated that if products aren’t selling, you lower the price. That couldn’t penetrate many of the blockheads in the racing industry who still have failed to grasp this simple concept. When Schwartz left, the takeout was increased and handle declined.

“He came in with a different lens than anyone before him,” Nader said. “He looked at it as a retail business. How do I grow the business? That was retail sales. In our business, it was betting. I think that’s why he really connected. He came in as an owner, breeder and fan. That was the added dimension he brought. That was something we had never seen before. Suddenly, the business was growing.”

The numbers showed that. When bettors get more money returned in payoffs, they bet more—a simple process called churn.

Through intense lobbying, Schwartz got the legislature to reduce the takeout on win bets from 15 percent to 14—one of the lowest in the nation; from 20 to 17.5 percent on two-horse wagers, and the takeout on non-carryover Pick Sixes from 25 percent to 20 and then to 15. “It took a long time to get the bill passed,” Schwartz said. “It passed 211–0. I personally lobbied in Albany to explain how lowering the takeout was good for everybody. Once I convinced them, they endorsed it. It passed both houses, and Governor Pataki signed it. I had a good rapport with him. He’d come to my house at Saratoga every summer. I got along very well with him.” 

The impact of lower takeout was immediate. It began at the 2001 Saratoga meet, and handle rose 4.9 percent to a record of $553 million. Attendance at the 36-day meet broke one million for the first time. At the ensuing Belmont Park Fall Meet, handle rose 28 percent. In its first full year with lower takeout in 2002, handle increased at NYRA by $150 million when compared to 2000—the last full year with higher takeout. Schwartz felt it was just a start. 

“My goal is for this to be so successful I can keep lowering it,” Schwartz said in a 2001 article by Michael Kaplan in Cigar Aficionado. “With a 10 percent takeout, the size of our handle will become enormous.”

Such thinking was revolutionary to how business had been done at America’s racetracks. “Business got tough, so racetrack operators all over the country raised their takeouts,” Schwartz said in Kaplan’s article. “You don’t do that. Where I come from, you lower your price when business is bad.”

In 2023, Schwartz was asked why racetracks around the country haven’t lowered takeout: “The people who run racetracks just don’t understand the sport.”

Schwartz certainly does.

Golden anniversaries - The New York State Thoroughbred Breeding and Development Fund Corporation and the Jockey Club of Canada

Article by Bill Heller

The New York State Thoroughbred Breeding and Development Fund Corporation and the Jockey Club of Canada are celebrating their golden anniversaries in 2023, and both are as vibrant and vital as they have ever been.

Each organization benefited from strong leadership in its early days. Dr. Dominick DeLuke, an accomplished oral and maxillofacial surgeon in Schenectady, New York, became the first president of the New York Thoroughbred Breeders Inc. DeLuke was seldom in the spotlight while he did the grunt work of getting New York-breds more competitive. 

E.P. Taylor, the co-founder of the Jockey Club of Canada, was a legendary figure in Thoroughbred racing who is most remembered for his immortal racehorse and sire Northern Dancer. Taylor was seldom out of the spotlight. Asked of E.P. Taylor’s impact, Jockey Club of Canada Chief Steward Glenn Sikura said, “How would I do that? I think the word that comes to mind is visionary. Would we have Woodbine racetrack without E.P. Taylor? Absolutely not.” 

New York-breds – Get with the Program

How do you start improving a breeding program? You begin with incentives. Using a small percentage of handle on Thoroughbred racing in New York State and a small percentage of video lottery terminal revenue from Resorts World Casino NY at Aqueduct and at Finger Lakes, the New York State Thoroughbred Breeding and Development Fund Corporation rewards owners and breeders of registered New York-breds awards for finishing in the top four in a race and provides substantial purse money for races restricted to New York-breds. The Fund pays out $17 million annually in breeder, owner and stallion owners awards and in purse enrichment at New York’s tracks.

“If it wasn’t for the rewards program, I wouldn’t be in the business,” Dr. Jerry Bilinski of Waldorf Farm said. “The program is the best in the country in my view and it helps the vendors, feed stores and all that.”

Bilinski, the former chairman of the New York State Racing and Wagering Board, bred his first New York-bred mare, Sad Waltz, in 1974. 

He acknowledges DeLuke’s vital contribution. “Dr. DeLuke was a forefather,” Bilinski said. “I had dinner with him a number of times. He was smart. He was a smart guy. He didn’t try to reinvent the wheel.”

Instead, DeLuke, a 1941 graduate of Vanderbilt University and the Columbia University School of Dental and Oral Surgery, began breeding horses before the New York-bred program even began. He humbly visited every Kentucky farm that would receive him and asked dozens of questions about everything from breeding practices to barn construction to fencing. He learned enough to own and breed several of the fledgling New York-bred stakes winners. Divine Royalty, Vandy Sue, Dedicated Rullah and Restrainor won four runnings of the New York Futurity for two-year-olds in six years from 1974 through 1979. Restrainor also was the winner of the inaugural Damon Runyon Stakes in 1979.

DeLuke purchased a 300-acre farm in the foothill of the Adirondacks and named it Assunta Louis for his parents. Two decades later, Chester and Mary Bromans, the dominant owners of current New York-breds, many of whom have won open stakes, purchased the farm in 1995 and renamed it Chestertown. They named one of their New York-bred yearlings Chestertown, and he sold for a record $2 million as a two-year-old.

Fio Rito winning the 1981 Whitney Handicap.

Long before that, the New York-bred program needed a spark, and a valiant six-year-old gelding named Fio Rito provided a huge one in 1981. Fio Rito was literally a gray giant, 17.1 hands and 1,300 pounds. Twenty-two years before Funny Cide won the Kentucky Derby and Preakness Stakes, Fio Rito, who was owned by Ray LeCesse, a bowling alley owner in Rochester, and trained by Mike Ferraro, who is still going strongly at the age of 83, Fio Rito put his love of Saratoga Race Course to the test in the Gr.1 Whitney Handicap. A legend at Finger Lakes, where he won 19 of 27 starts, he had posted four victories and a second in five prior Saratoga starts.

He almost didn’t make the Whitney. Two days before the race, Fio Rito, who had won his four prior starts, injured his left front foot. It wasn’t serious. But the competition was. Even though there had been three significant scratches—Temperence Hill, Glorious Song and Amber Pass—he was taking on Winter’s Tale, Noble Nashua and Ring of Light.

Fio Rito winning the 1981 Whitney Handicap.

Ridden by Finger Lakes superstar Les Hulet, Fio Rito broke through the starting gate before the start, usually a recipe for disaster. But assistant starter Jim Tsitsiragos, held on to Fio Rito’s reins and didn’t let Fio Rito get away. 

Though pushed on the lead every step of the way, Fio Rito held off Winter’s Tale to win by a neck in 1:48, just one second off Tri Jet’s track record and the fourth fastest in the Whitney’s illustrious history.

“TV and the media made sort of a big deal for a horse to come from Finger Lakes and be a New York-bred too,” Ferraro said. “It was kind of exciting for us to even compete in that race.”

The following year, another New York-bred, Cupecoy’s Joy, won the Gr.1 Mother Goose Stakes.

Still, New York-breds had a long way to go to be really competitive against top open company.

In 1992, Saratoga Dew won the Gr.1 Beldame and became the first New York-bred to win an Eclipse Award as Three-Year-Old Filly Champion.

In 1992 Saratoga Dew became the first New York-bred horse to win an Eclipse Award.

Two years later, Fourstardave completed a feat which may never be approached let alone topped. He won a race at Saratoga for the eighth straight year. Think about that. It’s the safest record in all of sports. Three years earlier, Fourstardave’s full brother, Fourstars Allstar, won the Irish Two Thousand Guineas.

And then came Funny Cide with Jack Knowlton and Sackatoga Stable, trainer Barclay Tagg, Hall of Fame jockey Jose Santos and a yellow school bus. Funny Cide was born at Joe and Anne McMahon’s farm, McMahon of Saratoga Thoroughbreds.

The McMahons, 76-year-old Joe and 73-year-old Anne, have been breeding, raising and racing horses before the New York-bred program started. They now boast a 400-acre farm with some 300 horses including 70 of their mares, 70 other mares, stallions including their star Central Banker, yearlings and foals.

“We’re very proud of what we accomplished,” Joe McMahon said. “It feels very good. It’s something we focused on for 50 years. With all the farms that have come and gone, it’s amazing that we’re still here.”

Now they have their three children helping run the business. They had nobody when they started.

A wedding present from Anne’s father allowed them to buy their farm in 1970. “It was hard,” McMahon said. “There wasn’t any interest.”

Slowly, the New York-bred program created interest. The McMahons did everything they could to help, successfully lobbying for changing the residency rules for mares in New York and beginning the New York-bred Preferred Sales. “I recruited the horses for the New York-bred sales,” McMahon said. “I’m very proud of that because that changed the whole business. It created a market. It was the early ‘90s. That was a real-game changer, and it is today.”

Central Banker with Corey Nakatani up win the 2014 Churchill Downs Stakes.

Today, the McMahons stand Central Banker, the leading stakes sire outside of Kentucky. “We went from breeding $1,000 stallions in New York to standing the best horse out of Kentucky,” McMahon said. “That’s a huge thing. He and Freud are the most successful stallions in New York.”

He continued, “We should be the poster child for the breeding program because we didn’t have anything starting out. Everything we got, we literally put back in the game. We continue to operate. I thought that was the purpose of the program: to maintain agricultural land that otherwise would have been developed commercially.”

Funny Cide was a turning point. “Funny Cide was a real game-changer for the whole industry,” McMahon said. “It was like an impossible dream come true. It was remarkable that a New York-bred won the Kentucky Derby.”

It was also remarkable what his jockey said after winning the race.   

At the time of the 2003 Kentucky Derby, there had been a popular television commercial sponsored by the New York Thoroughbred Breeders, Inc., trumpeting the rich award program of New York State. After Funny Cide won the 2003 Kentucky Derby, commentator Donna Barton on horseback was the first person to interview Santos. She said, “You’re very happy about winning the Derby.” Jose replied with the catchline of the TV Commercial, “Get with the program, New York-breds.” Years later, Santos said, “I don’t even know how it came out of me. That surprised me when I heard it.”

Funny Cide added the 2003 Gr.1 Preakness Stakes and the 2004 Gr.1 Jockey Club Gold Cup. 

Tiz the Law wins the 2020 Belmont Stakes.

A steady stream of accomplished New York-breds, including 2006 Gr.1 Beldame Stakes winner Fleet Indian and two-time Gr.1 Whitney winner Commentator (in 2005 and 2008) followed, before New York-breds provided more jolts. Mind Your Biscuits, the all-time leading New York-bred earner ($4,279,566), captured the 2018 Gr.1 Golden Shaheen in Dubai. That summer, Diversify added his name to the list of Whitney winners.

In 2019, Sackatoga Stable and Barclay Tagg’s Tiz the Law began his sensational two-year career by winning his debut at Saratoga. He added the Gr.1 Champagne, then dominated in both the 2020 Gr.1 Belmont Stakes—the first leg in the revised Triple Crown because of Covid—and the Gr.1 Travers Stakes. He was then a game second to Authentic in the Gr.1 Kentucky Derby.

“When people buy a New York-bred, they hope he can be the next Funny Cide or Tiz the Law,” Fund Executive Director Tracy Egan said. “I think it’s the best program in the country.”

That doesn’t mean it’s been a smooth journey. “It’s been a bumpy road,” former New York Racing Association CEO and long-time New York owner and breeder Barry Schwartz said. “There were so many changes. But I think today they’re on a very good path. I think the guy they have in there (New York Thoroughbred Breeders Inc. Executive Director Najja Thompson) is pretty good. Clearly, it’s the best breeding program in America.”

Thompson said, “The program rose from humble beginnings to today when we see New York-breds compete at the highest level.”

Certainly the New York Racing Association supports the New York-bred program. One Showcase Day of all New York-bred stakes races has grown into three annually. “NYRA has been a great partner in showcasing New York-breds,” Thompson said. “We make up 35 percent of all the races at NYRA.” 

There’s a great indication of how New York-breds are perceived around the world. Both the third and fifth highest New York-bred earners, A Shin Forward ($3,416,216) and Moanin ($2,875,508) raced exclusively in Asia. A Shin Forward made 25 of 26 career starts in Japan—the other when he was fourth in a 2010 Gr.1 stakes in Hong Kong. Moanin made 23 of his 24 starts in Japan and one in Korea, a 2018 Gr.1 stakes.

Mind Control ridden by John Velazquez wins the 2018 Hopeful Stakes at Saratoga Race Course.

This year, new stallion Mind Control, who won more than $2.1 million, brought together three New York farms together: Rocknridge Stud, where Mind Control stands, Irish Hill and Dutchess Views Stallions. Mind Control’s strong stallion fee of $8,500 certainly reflects confidence in the New York-bred program.

“If you look at the quality of New York-bred horses, it just proves that it’s a success,” Bilinski said. “We’re never going to be Kentucky, but we’ll be the best we can in New York. It’s improved by leaps and bounds.”

Thompson concluded, “Anyone there at the start of the program would be proud of where we are now.” 

The Jockey Club of Canada – Great Timing

Northern Dancer, Bill Hartack up, and E.P. Taylor after the 1964 Kentucky Derby win.

If timing is everything, then E.P. Taylor and his nine co-founders, knocked the formation of the Jockey Club of Canada out of the park. The Jockey Club came to life on Oct. 23, 1973, and its board of stewards were announced Oct. 27.

The very next day, the entire racing world was focused on Canada, specifically at Woodbine, where 1973 Triple Crown Champion Secretariat made the final start of his two-year career. Racing under Eddie Maple—a last-second replacement when jockey Ron Turcotte chose not to delay a suspension in New York, costing him the mount—Secretariat aired by 6 ½ lengths in the Canadian International as the 1-5 favorite.

At its initial meeting, Taylor was elected the Jockey Club’s Chairman of the Board and Chief Steward.

The other eight founders were Colonel, Charles “Bud” Baker, George Hendrie, Richard A.N. Bonnycastle, George Frostad, C.J. “Jack” Jackson and J.E. Frowde Seagram.

“These people were all very successful at what they did,” Jim Bannon, a Thoroughbred commentator who is in the Canadian Hall of Fame, said. “They were great business people who had a great sense of adventure and got in early when it was time for the Jockey Club. They were all gung-ho to be there. I think we got the best of the best right at the beginning. They were great enthusiasts, all of them. They saw E.P. Taylor’s success, and they were glad to join him.”

Edward Plunket Taylor was the first Canadian to be made a member of the United States Jockey Club in 1953 and also the first Canadian to be elected president of the Thoroughbred Racing Association in 1964. In 1973, he was named North America’s Man of the Year. He won Two Eclipse Championships as Outstanding Breeder in 1977 and 1983.

Northern Dancer with trainer Horatio Luro, Keeneland,1964.

Of course, by then, Northern Dancer’s brilliance on and off the track had been well documented. On the track, Northern Dancer won 14 of 18 starts, including the Gr.1 Kentucky Derby and Preakness Stakes, with two seconds and a pair of thirds including his six-length defeat by Quadrangle in the 1964 Belmont Stakes. Northern Dancer more than atoned in his following start, winning the Queen’s Plate by 7 ¼ lengths as the 1-10 favorite. Taylor won the Queen’s Plate 11 times under his own name or Windfields Farm and bred 22 winners of Canada’s signature stakes. But Northern Dancer bowed a tendon shortly after winning the 1964 Queen’s Plate and was retired.

Initially, Northern Dancer’s stud fee at Windfields Farm in Maryland was $10,000. That changed quickly in 1967 when his first seven sales yearlings all won. Five of them won stakes. Northern Dancer’s stud fee was up to $100,000 in 1980 and climbed to $200,000 just two years later.

Northern Dancer sired 146 stakes winners, including several who went on to be great stallions themselves including Lyphard, Nijinsky II, Nureyev, Danzig, The Minstrel, Sadler’s Wells, Storm Bird, Vice Regent and Be My Guest. “Of all my father’s accomplishments in racing and breeding, I believe he was most proud of having established the Northern Dancer sire line,” Taylor’s son, Charles, said in the book Champions.

Taylor’s impact on Canadian racing can’t be overstated. He consolidated Canada’s seven tracks to three, improving Fort Erie and Old Woodbine/Greenwood and building a new Woodbine. “Without Mr. Taylor, Canadian racing would not be!” Hall of Fame trainer Frank Merrill said.    

In 1973, Taylor resigned as the Chairman of the Ontario Jockey Club to head the Jockey Club of Canada. “We’ve never had a national Jockey Club before,” Taylor said at the time. “We felt it was important to Canadian racing to have this kind of organization, which could address important racing issues of the day.”

 Fifty years later, the Jockey Club is still leading Canadian racing. Its current membership tops 100 with owners, breeders, trainers and key industry stakeholders.

Among its duties are conducting the annual Sovereign Awards; annually designating graded stakes; working to improve federal tax guidelines for owners and representing Canada at the annual International Federation of Horse Racing Authorities Conference.

“There are a lot of running parts,” trainer and Jockey Club member Kevin Attard said. “It kind of opens your eyes to a different part of racing from a trainer’s perspective. There’s a lot of things that go on a daily basis to have the product we have and put on the best show possible.”

Hall of Fame trainer Mark Casse, also a member of the Jockey Club, said, “It’s a great organization. It’s always trying to do what’s best for horse racing.”

That means continuing the battle for tax relief. “This is something that is extremely important to the Canadian horse owners and breeders,” Casse said. “It’s definitely the number-one priority.”

Sikura, who is also the owner of Hill ‘n’ Dale Farm Canada, said, “Fighting to get tax equity has been a battle for decades. We haven’t made major strides, but that won’t mean we stop trying. It doesn’t compare favorably to other businesses.’’

Asked about progress on that issue, he said, “We’re marginally better off.”

In general, Sikura said, “I think we have the same challenges most jurisdictions have. I’m cautiously optimistic. It’s always been an uphill battle, but horse racing people are a resilient group.”

Recruiting runners - The lengths that different tracks are going to maximize fields for their races

By Bill Heller

Remember the classic poster of Uncle Sam pointing at you saying, “I Want You” that was used to attract soldiers for World War I and II? Uncle Sam wanted you for the Army.

Picture a race secretary pointing at you exclaiming, “We Want You.” Not soldiers for the Army, of course, but shippers needed to fill their daily race cards.

The need has never been greater, thanks to a foal crop that has plummeted in the last two decades.

Asked if the New York Racing Association has had trouble filling fields, Martin Panza, NYRA’s Senior Vice President of Racing Operations, said in late February, “What racetrack in America doesn’t? The number of horses has greatly dropped.”

He’s not kidding. The Jockey Club reported that the foal crop has dropped from 40,333 in 1990 to 19,925 in 2018.

What makes those numbers even more impactful is that race tracks these days are trying to sustain year-round racing.

In response, several tracks have been offering incentives for shippers. And the leader of the pack is Del Mar’s Ship and Win Program—which is in a partnership with the Thoroughbred Owners of California—has been offering incentives since 2011. “We set the bar very high,” Del Mar Racing Secretary David Jerkens said. “It’s a lucrative program. It’s an attractive enhancement.”

And Jerkens said this year’s programs at both Del Mar meet in the summer and the fall and will be enhanced from last year when field size for the summer increased from 8.5 in 2017 to 8.7 in 2018. The amount of the increase in bonus payments was expected to be announced in April.

“Last year we had 107 horses participate just in the summer and 49 in the fall,” Jerkens said. “Any time you can add more than 100 horses to your inventory, that’s beneficial. Bigger fields create larger handle and larger purses.”

Here’s how it works...

When it began, Del Mar offered a $1,000 check for shippers making their first local start plus a 20% bonus on top of whatever purse money was earned in that first start. Those numbers grew last year to a $2,000 check and a 30% bonus. To qualify, a horse must have made his last start outside California and not raced in the state the previous 12 months. First-time starters are not eligible.

To date, more than 1,000 horses have participated in Ship and Win. According to Del Mar, those horses have made more than 1,500 starts at its track and more than 3,500 starts at other tracks in California.

Surprisingly, most of the benefactors of Del Mar’s program are local horsemen. “Seventy percent of our starters from Ship and Win have been local owners and local horses,” Jerkens said.

Trainer Bob Hess, whom Jerkens said is the “poster boy for the program,” has been on-board with it from day one. “This is a wonderful program,” Hess said. “I have horses at Gulfstream Park, and I try to bring at least 10 horses to Del Mar. It’s been great. It’s been a win-win. It’s obviously good for Del Mar, but it’s also good for Santa Anita because horses come here and stay here.”

Trainer Richard Baltas is another fan of Ship and Win. “The idea is to get them here,” he said. “I claimed a horse at Keeneland last year, then, after the meet was over, I brought him back here and he won twice. People transfer horses out here from back East. Obviously, it could always be better, but we definitely need something. A lot of trainers don’t have money to buy new horses. No horses mean small fields. It’s a problem in California.”

The program helps solve that problem. “The idea is to get horses to ship to California, and, hopefully, they stay in California,” Jerkens said. “So it benefits Santa Anita and Los Alamitos, too.”

To maximize that possibility, Santa Anita began offering its own “Ship and Stay” Program in 2017. Originally, the program offered non-California-bred horses who last started outside California and had not raced in the state the previous year a 20% bonus for the horse’s first start at Santa Anita and a 10% bonus of $1,000—whichever was higher—for a horse’s second and third starts. All that money was split between the horse’s owner and trainer.

The program has been tweaked, and this year bonuses will be given to the trainer only: 10% for a first start and 10% or $1,000—whichever is higher—for the horse’s second and third starts.

In any fashion, Santa Anita’s program strengthens the Del Mar program—a fact not lost on Panza, who was the Director of Racing at Hollywood Park before taking his job with NYRA. “I’d been in California and saw what Del Mar did,” Panza said. “It works at Del Mar. We did it at Hollywood Park. It’s a good idea. It makes sense.”

Accordingly, he had NYRA initiate its own shipping-incentive program in 2018, one it is continuing this year for shippers who come to race at either Aqueduct or Belmont Park. “We did Oaklawn and Gulfstream Park last year,” Panza said. “We did expand it a bit. I don’t think we have to do it. But it makes sense to get horses back in New York. It makes business sense. We just want to help the owners. This helps a bit. Give any owner some help with expenses.”

NYRA’s program this year offered incentive for horsemen based at Fair Hill Training Center, Oaklawn Park, Gulfstream Park and Tampa Bay Downs who raced during the Aqueduct Spring Meet from April 5 through April 20, or during the Belmont Park Spring/Summer meet from April 26 through July 7. Those horses’ owners will be credited with an $800 shipping stipend, excluding stakes races.

A first-time starter must have had their previous three works at Fair Hill to be eligible or display a pattern of workouts at Fair Hill, as determined by NYRA.

Additionally, horses who made their previous start at Oaklawn Park were eligible to NYRA’s Ship and Win Program, which offered a 30% purse bonus for their first two starts as well as a $1,500 shipping stipend for a start during the Aqueduct Spring Meet and the Belmont Park Spring/Summer Meet, excluding stake races.

Shippers who made their previous start at Gulfstream Park or Tampa Bay Downs were eligible for a shipping subsidy for a start during the Aqueduct Spring Meet, excluding stakes races. Owners who shipped horses from either Florida track and made their first New York start from March 8 through the 31st received $2,000. Florida shippers making their first New York start from April 5 through April 20 were credited $1,500.

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Linda Rice - a racehorse trainer making her mark on the big stage

If you win the training title at Saratoga, people will notice you. Linda Rice, catapulted into national recognition when she became the first woman to achieve this coveted honor in 2009, has been turning the heads of those in the know for many years now.

By Kathleen Donovan

FIrst Published (21 July 2010 - Issue Number: 17)