The conference is hosted by The Jockey Club and the Thoroughbred Owners and Breeders Association and presented by Bessemer Trust, Stoll Keenon Ogden, and The Green Group. The panel was sponsored by Equilume and Pleasant Acres Stallions. Gary Falter, project manager for OwnerView, moderated the panel with guests Scott Carling, general manager, BloodHorse; Tim Leith, senior vice president, The Jockey Club Information Systems; Dan Metzger, president, TOBA; and Rhonda Norby, director of Marketing and Communications, Equibase.

A Q&A was sponsored by West Point Thoroughbreds, and attendees were able to ask questions through a Q&A link.

The replay of Tuesday's Thoroughbred Owner Conference panel is available at bit.ly/OVVideos.

Eight additional Thoroughbred Owner Conference virtual panels are scheduled for 2024.

The next session, “Equine Nutrition: Best Practices from Foals to Racehorses,” will be held May 14 at 2 p.m. ET. A full schedule can be found here: bit.ly/OVSchedule.

There is no registration fee for the 2024 virtual conference series, but registration is required. For more information about the owner conference series, including the schedule of panels and registration, please visit www.ownerview.com/event/ conference or contact Gary Falter at 859.224.2803 or gfalter@jockeyclub.com.

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Gary Falter, project manager for OwnerView, moderated the panel with guests Len Green, founder and chairman of The Green Group, and Frank Palino, Tax Controversy & Divorce Mediation, The Green Group.

The panel delved into the intricacies of how the Internal Revenue Service views horse and farm owners and how those owners can best prepare for tax season.

Other topics covered the importance of a business plan and an LLC, red flags for being audited, showing profit, and hobby and passive losses.

For the replay of Tuesday's Thoroughbred Owner Conference panel, click here.

Nine additional Thoroughbred Owner Conference virtual panels are scheduled for 2024. The next session, “Information Resources for Owners,” will be held Apr. 9 at 2 p.m. ET.

For the full schedule, click here.

There is no registration fee for the 2024 virtual conference series, but registration is required. For more information about the owner conference series, including the schedule of panels and registration, visit www.ownerview.com/event/conference  or contact Gary Falter at 859.224.2803 or gfalter@jockeyclub.com.

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To qualify for consideration, nominees must have made their first start as a Thoroughbred owner in the last four years (since 2020), had an ownership stake in a horse at the time it won a stakes race in the past 12 months and had a verifiable owner license in 2023. Thoroughbred performance as well as a nominee's promotion of the sport will be considered. Nominations can be made by anyone, including current owners. A selection committee will select the winner.

To submit a nomination, please contact Gary Falter for a nomination form at (859) 224-2803 or gfalter@jockeyclub.com. The deadline to receive nominations is Nov. 10.

The award has been previously presented to Pat Kearney and Richard Dawson (co-winners), Boat Racing, MyRacehorse, Larry Best, Churchill Downs Racing Club, Charles and Susan Chu, LNJ Foxwoods, and Sol Kumin.

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“This new format began in 2021, and over the past two years it has been very successful in reaching new and existing Thoroughbred owners,” said Gary Falter, project manager for OwnerView.

This year's panels will be more interactive, including videos and open discussions. Panels will cover issues including accounting and creating a business plan in addition to new topics such as handicapping for owners, buying at public auction, corrective surgeries, and claiming.

The conference panels will be streamed live, and attendees will be able to ask questions during the discussion via typed messages that will be addressed at the end of each panel. Replays of the conference series panels will also be made available.

To watch the last two conferences, visit the OwnerView website: Library of past panels from Virtual Conferences.

There is no registration fee for the 2023 live or recorded virtual conference series, but registration is required. For more information, please visit www.ownerview.com/event/conference.

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Dawson, who races as Red TR Racing, purchased his first horse in 2019 and currently only has two horses in training, including Rich Strike, who was last seen finishing fourth in the GI Breeders' Cup Classic Nov. 5 and is scheduled to remain in training for 2023.

“I can't believe my luck in acquiring Rich Strike and achieving so much in such a short time in the sport,” said Dawson. “I can't thank my trainer, Eric Reed, and all of our connections, including Rich Strike's jockey, Sonny Leon, enough. I am honored and humbled to receive this award.”

Kearney bought his first horse in 2021 and races under the name Winngate Stables. Like Dawson, he also has just two horses in training, but that first purchase was Kathleen O., who won four of her first five starts, including the GII Gulfstream Park Oaks and the GII Davona Dale S.

“I have been a racing fan for years and thought I was imposing on my friend, [trainer] Shug [McGaughey], when I asked him to help me get into racing, but I'm so glad I did it,” said Kearney. “Purchasing Kathleen O. was an amazing decision, and I am thrilled to be named as a New Owner of the Year.”

To qualify as OwnerView's New Owner of the Year, nominees must have made their first start as an owner since 2019, had an ownership stake in a horse at the time it won a stakes race in the past 12 months, and had a verifiable owner's license in 2022. Previous winners have included Boat Racing, MyRacehorse, Larry Best, the Churchill Downs Racing Club, Charles and Susan Chu, Sol Kumin, and LNJ Foxwoods.

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Anyone can nominate an owner who meets the criteria. To submit a nomination, contact Gary Falter at (859) 224-2803 or gfalter@jockeyclub.com for a nomination form. Nominations close Nov. 6.

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Clark has been with the TAA since its inception in 2012 and assumed the role of operations consultant in 2014. Previously, she created the first in-house retirement program while serving as Thoroughbred Retirement Program manager at Adena Springs.

Clark rode as a jockey in Ontario and was nominated for the 1994 Sovereign Award as Outstanding Apprentice in Canada. When Woodbine Racetrack expanded its television department in 1999, she crossed over to associate producer and racing television commentator.

Clark will provide her perspective on the evolution of aftercare from the early 2000s to today, highlight the progress made by the industry, and discuss future challenges.

“Thoroughbred aftercare has moved to the forefront of industry priorities in the last 20 years or so, and Stacie has been one of the great influencers in moving the needle in this area, including participating in previous Thoroughbred Owner Conferences,” said Gary Falter, project manager for OwnerView. “In both our in-person and virtual conferences, OwnerView has emphasized the importance of aftercare as part of a stable's business plan, and we are excited to have Stacie joining us as our keynote to talk about this important topic.”

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The Horseracing Integrity and Safety Act, which was signed into law in Dec. 2020, established HISA as an independent agency to draft and enforce uniform safety and integrity rules in Thoroughbred racing in the United States. The bill goes into effect July 1, and owners are among the list of individuals who must register with HISA as a covered person prior to this date. Interested individuals can sign up for the virtual conference at ownerview.com/event/conference or send an email to Gary Falter, gfalter@jockeyclub.com. The webinar will be recorded and made available on the OwnerView YouTube channel for owners that cannot attend the live session.

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Sponsored by Ocala Breeders' Sales Company (OBS), Tuesday's session was moderated by Caton Bredar and included panelists Phil Hager, Taproot Bloodstock; Chad Schumer, Schumer Bloodstock Agency; Gayle Van Leer, Gayle Van Leer Thoroughbred Services; and Tod Wojciechowski, director of sales, OBS.

Highlights of the webinar include how to read five-cross pedigrees and catalog pages, the importance of a horse's female family and conformational flaws and how they can affect a horse's potential as a racehorse. Additionally, conversation included the role of veterinarians in sales inspection, selection and purchases, the importance of a good airway and the different tools available to assist in the purchasing process.

The next session of the virtual owner conference is a veterinary panel and will be held on Tuesday, May 10, at 2 p.m. ET. Sponsored by Mersant International LTD and OCD Pellets, the session will be moderated by Mike Penna of Horse Racing Radio Network and include Dr. Larry Bramlage, Rood & Riddle Equine Hospital; Dr. Lisa Fortier, Cornell University; and Dr. Steve Reed, Rood & Riddle Equine Hospital.

This year, OwnerView will also host an in-person conference in Saratoga Springs, New York, July 25-26.

Registration information for both the in-person and virtual conferences can be found at www.ownerview.com/event/conference.

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“The virtual sessions enable those who cannot attend our conference in Saratoga to gain meaningful insights into Thoroughbred ownership, and they complement the panels that will be offered at the in-person event,” said Gary Falter, project manager for OwnerView.

The virtual sessions were kicked off Mar. 8 with a panel on accounting, plus legal and insurance considerations for Thoroughbred ownership, sponsored by Airdrie Stud and Del Mar Thoroughbred Club. Tuesday's panel was moderated by Carolyn Conley. Panelists were Davant Latham, Davant Latham Bloodstock & Insurance; Sarah Reeves, attorney and member, Stoll Keenon Ogden; and Jen Shah, director of tax services, Dean Dorton.

The next session, to be held Apr. 5, will focus on pedigrees and conformation. Sponsored by OBS Sales, it will be moderated by Caton Bredar and will include panelists Phil Hager, Taproot Bloodstock; Chad Schumer, Schumer Bloodstock Agency; Gayle Van Leer, Gayle Van Leer Thoroughbred Services; and Tod Wojciechowski, director of sales, OBS.

A total of six virtual panels are scheduled in 2022, and sessions are recorded for registrants to view at their convenience if they cannot watch live. Registration information for both the in-person and virtual conferences can be found at ownerview.com/event/conference.

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